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.

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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.

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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.

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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.

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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.

All Value Quality Activist Deep value

Fund	Style	Value	Stocks	Top holdings
Gtcr	—	$3.9bn	5	GPN, AJG, MRVI
Anther Capital	—	$3.9bn	21	WDC, LRCX, GLW
Founders Fund Growth II Management, LP	—	$3.9bn	1	SPCX
Champlain Investment Partners	—	$3.9bn	129	NTNX, P, ESAB
NorthCrest Asset Manangement	—	$3.9bn	928	NVDA, AVGO, AAPL
Bank of Korea	—	$3.9bn	4	—
Wedbush Securities	—	$3.9bn	1,309	AAPL, NVDA, COST
MassMutual Private Wealth & Trust, FSB	—	$3.9bn	2,426	AAPL, NVDA, MSFT
Situational Awareness Partners LP	—	$3.9bn	26	BE, SNDK, CRWV
NZS Capital	—	$3.9bn	61	GOOG, LRCX, CDNS
Summit Partners Public Asset Management	—	$3.8bn	79	SNDK, GH, MKSI
Dana Investment Advisors	—	$3.8bn	572	AAPL, NVDA, GOOGL
Freestone Capital Holdings	—	$3.8bn	582	MSFT, AAPL, NVDA
Simplex Trading	—	$3.8bn	2,733	NVDA, GOOGL, AMZN
Marsico Capital Management	—	$3.8bn	69	TSM, NVDA, GE
Compound Planning	—	$3.8bn	1,248	AAPL, GOOG, NVDA
Thrive Capital Management	—	$3.8bn	5	SPCX, AMZN, OSCR
TCTC Holdings	—	$3.8bn	240	DINO, MSFT, JPM
SteelPeak Wealth	—	$3.8bn	596	AAPL, NVDA, AMZN
Avior Wealth Management	—	$3.8bn	787	AAPL, BRK-B, NVDA
XN LP	—	$3.8bn	27	SPCX, TKO, SHW
Private Management Group	—	$3.8bn	320	BRK-B, COLD, SPNT
Michael & Susan Dell Foundation	—	$3.8bn	7	DELL, AVGO, HAYW
Larson Financial Group	—	$3.8bn	3,710	NVDA, AAPL, AMAT
SummitTX Capital, L.P.	—	$3.8bn	756	ADI, MKSI, ASML
Oaktree Capital ManagementHoward Marks	Opportunistic	$3.8bn	51	TRMD, EXE, GTX
Hyperion Asset Management	—	$3.8bn	20	TSLA, GOOGL, AMZN
SigFig Wealth Management	—	$3.8bn	142	AAPL
Miller Howard Investments	—	$3.8bn	152	MPLX, EPD, JNJ
Foster Group	—	$3.8bn	318	AAPL, BRK-A, BRK-B
Darwin Global Management	—	$3.8bn	5	RVMD, INSM, BLTE
TrinityBridge	—	$3.8bn	269	GOOGL, AMZN, MSFT
Ameritas Investment Partners	—	$3.8bn	3,174	NVDA, AAPL, MSFT
American Securities	—	$3.8bn	2	MWH, AMTM
Gerber Kawasaki Wealth & Investment Management	—	$3.7bn	366	NVDA, AAPL, TSLA
Bragg Financial Advisors	—	$3.7bn	363	AMAT, AAPL, SNX
Foxhaven Asset Management, LP	—	$3.7bn	16	MELI, AMZN, GOOG
Navera Investment Management	—	$3.7bn	56	APH, TSM, MA
Systematic Alpha Investments	—	$3.7bn	233	LLY, AMAT, NVDA
Becker Capital Management	—	$3.7bn	303	AAPL, MSFT, JPM
Osiris Holdings	—	$3.7bn	1	RCL
Mufg Securities (canada)	—	$3.7bn	43	RY, TRP, TD
Castleark Management	—	$3.7bn	309	NVDA, GOOGL, AAPL
Burney	—	$3.7bn	605	AAPL, LRCX, GOOGL
Fund Evaluation Group	—	$3.7bn	80	NBIS, BRK-B, NVDA
Himalaya CapitalLi Lu	Value	$3.7bn	8	GOOGL, GOOG, PDD
Cevian CapitalChrister Gardell	Activist	$3.7bn	3	UBS, ALV, CRH
BNP Paribas	—	$3.7bn	328	NVDA, MSFT, AVGO
Evelyn Partners Investment Management LLP	—	$3.7bn	410	AZN, MSFT, AMZN
Addenda Capital	—	$3.7bn	128	TD, RY, BMO

Showing 1051 to 1100 of 9384

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Show only the long-term investors we follow