What the best investors bought
Every quarter, big US funds must list their stocks with the SEC. We read every list — 8,740 funds — and show what 153 long-term investors changed. The lists come out 45 days after the quarter ends.
Quarter ended 30 June 2026.
What changed this quarter
Most bought
Bought for the first time or added to.
- Meta PlatformsMETA
- Buyers
- 27 of 50
- Value
- $25.9bn
- Amazon.comAMZN
- Buyers
- 21 of 60
- Value
- $36.6bn
- MicrosoftMSFT
- Buyers
- 21 of 68
- Value
- $30.6bn
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Thermo Fisher ScientificTMO
- Buyers
- 18 of 31
- Value
- $7.7bn
- Walt DisneyDIS
- Buyers
- 18 of 42
- Value
- $6.9bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- VisaV
- Buyers
- 14 of 52
- Value
- $28.7bn
- UnitedHealth GroupUNH
- Buyers
- 13 of 43
- Value
- $15.1bn
- NvidiaNVDA
- Buyers
- 13 of 36
- Value
- $13.6bn
| Company | Buyers | Value |
|---|---|---|
| Meta PlatformsMETA | 27 of 50 | $25.9bn |
| Amazon.comAMZN | 21 of 60 | $36.6bn |
| MicrosoftMSFT | 21 of 68 | $30.6bn |
| S&P GlobalSPGI | 18 of 35 | $12.3bn |
| Thermo Fisher ScientificTMO | 18 of 31 | $7.7bn |
| Walt DisneyDIS | 18 of 42 | $6.9bn |
| MastercardMA | 17 of 42 | $11.0bn |
| VisaV | 14 of 52 | $28.7bn |
| UnitedHealth GroupUNH | 13 of 43 | $15.1bn |
| NvidiaNVDA | 13 of 36 | $13.6bn |
Most sold
Sold some of their stake, or sold out completely.
- AlphabetGOOGL
- Sellers
- 47 of 66
- Value
- $49.9bn
- MicrosoftMSFT
- Sellers
- 33 of 68
- Value
- $30.6bn
- AlphabetGOOG
- Sellers
- 30 of 58
- Value
- $49.3bn
- Taiwan Semiconductor ManufacturingTSM
- Sellers
- 29 of 47
- Value
- $25.0bn
- Amazon.comAMZN
- Sellers
- 27 of 60
- Value
- $36.6bn
- UnitedHealth GroupUNH
- Sellers
- 24 of 43
- Value
- $15.1bn
- Bank of AmericaBAC
- Sellers
- 21 of 39
- Value
- $35.4bn
- MastercardMA
- Sellers
- 20 of 42
- Value
- $11.0bn
- Texas InstrumentsTXN
- Sellers
- 20 of 26
- Value
- $4.3bn
- AppleAAPL
- Sellers
- 19 of 44
- Value
- $82.3bn
| Company | Sellers | Value |
|---|---|---|
| AlphabetGOOGL | 47 of 66 | $49.9bn |
| MicrosoftMSFT | 33 of 68 | $30.6bn |
| AlphabetGOOG | 30 of 58 | $49.3bn |
| Taiwan Semiconductor ManufacturingTSM | 29 of 47 | $25.0bn |
| Amazon.comAMZN | 27 of 60 | $36.6bn |
| UnitedHealth GroupUNH | 24 of 43 | $15.1bn |
| Bank of AmericaBAC | 21 of 39 | $35.4bn |
| MastercardMA | 20 of 42 | $11.0bn |
| Texas InstrumentsTXN | 20 of 26 | $4.3bn |
| AppleAAPL | 19 of 44 | $82.3bn |
New positions
Bought it for the first time this quarter.
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Veeva SystemsVEEV
- Buyers
- 10 of 12
- Value
- $405m
- Celsius HoldingsCELH
- Buyers
- 5 of 6
- Value
- $307m
- Booking HoldingsBKNG
- Buyers
- 13 of 26
- Value
- $11.5bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- WorkdayWDAY
- Buyers
- 12 of 13
- Value
- $5.7bn
- NetflixNFLX
- Buyers
- 9 of 18
- Value
- $3.5bn
- AccentureACN
- Buyers
- 9 of 24
- Value
- $2.6bn
- Devon EnergyDVN
- Buyers
- 11 of 15
- Value
- $1.6bn
- GE VernovaGEV
- Buyers
- 5 of 15
- Value
- $1.2bn
| Company | Buyers | Value |
|---|---|---|
| S&P GlobalSPGI | 18 of 35 | $12.3bn |
| Veeva SystemsVEEV | 10 of 12 | $405m |
| Celsius HoldingsCELH | 5 of 6 | $307m |
| Booking HoldingsBKNG | 13 of 26 | $11.5bn |
| MastercardMA | 17 of 42 | $11.0bn |
| WorkdayWDAY | 12 of 13 | $5.7bn |
| NetflixNFLX | 9 of 18 | $3.5bn |
| AccentureACN | 9 of 24 | $2.6bn |
| Devon EnergyDVN | 11 of 15 | $1.6bn |
| GE VernovaGEV | 5 of 15 | $1.2bn |
Most owned
Owned by the most long-term investors we follow.
- MicrosoftMSFT
- Owners
- 68
- Value
- $30.6bn
- AlphabetGOOGL
- Owners
- 66
- Value
- $49.9bn
- Amazon.comAMZN
- Owners
- 60
- Value
- $36.6bn
- AlphabetGOOG
- Owners
- 58
- Value
- $49.3bn
- VisaV
- Owners
- 52
- Value
- $28.7bn
- Meta PlatformsMETA
- Owners
- 50
- Value
- $25.9bn
- Berkshire HathawayBRK-B
- Owners
- 50
- Value
- $10.9bn
- Taiwan Semiconductor ManufacturingTSM
- Owners
- 47
- Value
- $25.0bn
- AppleAAPL
- Owners
- 44
- Value
- $82.3bn
- UnitedHealth GroupUNH
- Owners
- 43
- Value
- $15.1bn
| Company | Owners | Value |
|---|---|---|
| MicrosoftMSFT | 68 | $30.6bn |
| AlphabetGOOGL | 66 | $49.9bn |
| Amazon.comAMZN | 60 | $36.6bn |
| AlphabetGOOG | 58 | $49.3bn |
| VisaV | 52 | $28.7bn |
| Meta PlatformsMETA | 50 | $25.9bn |
| Berkshire HathawayBRK-B | 50 | $10.9bn |
| Taiwan Semiconductor ManufacturingTSM | 47 | $25.0bn |
| AppleAAPL | 44 | $82.3bn |
| UnitedHealth GroupUNH | 43 | $15.1bn |
Long-term investors we follow
Search the funds behind these numbers, or browse by investing style.
- Anthracite Investment Company—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- NJ State Employees Deferred Compensation Plan—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Summit X—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Pillar Wealth Advisors—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Cutter & CO Brokerage—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- V3 Capital Management, L.P.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Eminence Capital, LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- G.F.W. Energy XI, L.P.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Founders Fund II Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Founders Fund III Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Founders Fund IV Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Capital Insight Partners—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- 2UniFi Bank—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Jackson Square Partners—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- CROSBY Co OF NEW HAMPSHIRE—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Cota Capital Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Newport Asia—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Clear Sky Carbon Solutions Investment Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Hartz Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- AJU IB Investment—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- AlphaQuest—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- W1M Investment Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Thomas H LEE Partners LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Lindenstone AG—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Marquard & Bahls AG—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- NNS Holding—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- NNS Investments (Cyprus)—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Tarsadia Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Scepter Holdings—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Genesis Investment Management, LLP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Builders Vision—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- OAK Hill Capital Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Presima Securities ULC—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Juniper Hill Capital Management LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- RCF Management L.L.C.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Valinor Management, L.P.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Hunting Hill Global Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Nebula Research & Development—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Matrix Capital Management Company, LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- BLKBRD Asset Management, LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Candlestick Capital Management LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Honeycomb Asset Management LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Council Ring Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Vesa Equity Investment S.a r.l.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Newlight Partners LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Fine Capital Partners, L.P.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- RGM Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- SOL Capital Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Covenant Partners—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Carolinas Wealth Consulting—
- Value
- $0
- Stocks
- 0
- Top holdings
- —