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.
- Appian Way Asset Management LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Inflection Point Investments LLP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Livelsberger Financial Advisory—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Pamalican Asset Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Shcp—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Crowley Wealth Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- RedJay Asset Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Hall Kathryn A.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- First Citizens Investor Services—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Madison International Realty Holdings—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Stenham Asset Management (UK)—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Greenstone Partners, L.P.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- EIG Asset Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Touchstone Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Central Bank of Brazil—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- KW Wealth Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Chevron—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- BRC-Global BAH Investments—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- River Bend Holdings—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Premier Wealth Management W.L.L.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Sarepta Therapeutics—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Silversmith Partners I GP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Inflection Point Holdings II—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- TVL Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Quent Long Short Global Small Cap Fund, LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Range Rock Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Taproot Management LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Renwick Deborah Lee—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Panoramic Hills Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Turner Capital Investments—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- CoinFund Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Mountain Capital Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Pathfinder Wealth Consulting—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Blind Man Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
Showing 9351 to 9384 of 9384
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