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.
- Pitcairn—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Deere—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Altos Ventures Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Revolution Growth Management Company—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Foundry Group Next—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- 1623 Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Advantage Alpha Capital Partners LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Pearl River Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Aryeh Capital Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- WMS Partners—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- XR Securities—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Makaira Partners—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Investmentaktiengesellschaft Fuer Langfristige Investoren TGV—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Aquilo Capital Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Waterfront Capital Partners—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Bardin Hill Management Partners LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Harbor Spring Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- SVF Sponsor III (DE)—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Permira Holdings—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Tyndall Capital Partners L P—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Stillwater—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Svenska Handelsbanken AB (publ)—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Brueske Advisory Services—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- New Century Financial Group—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- QVR—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Asia Research & Capital Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Debussy Capital Management LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- UCLA Foundation—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Duality Advisers, LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Aveo Capital Partners—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Bain Capital Public Equity Management II—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Bain Capital Public Equity, LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Boundary Creek Advisors LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- NewGen Equity Long/Short Fund—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Old Well Partners—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- University of Massachusetts Foundation—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Walnut Level Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Inclusive Capital Partners, L.P.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Carmenna Advisors—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Exos Asset Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- GPI Capital, L.P.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Roberts Capital Advisors—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Decade Renewable Partners LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- VeriStar Capital Management LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Cook Wealth—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Springhill Fund Asset Management (HK)—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Decas Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Infini Capital Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Strive Asset Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Redwood Wealth Management Group—
- Value
- $0
- Stocks
- 0
- Top holdings
- —