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.
- Oarsman Capital—
- Value
- $945m
- Stocks
- 244
- Top holdings
- GOOG, AAPL, NVDA
- Sylebra Capital—
- Value
- $945m
- Stocks
- 9
- Top holdings
- AEVA, PCT, PI
- Old West Investment Management—
- Value
- $944m
- Stocks
- 124
- Top holdings
- BRKR, OII, TDW
- Headlands Technologies—
- Value
- $943m
- Stocks
- 695
- Top holdings
- AMZN, MU, AMD
- Condire Management, LP—
- Value
- $942m
- Stocks
- 21
- Top holdings
- CDE, IAUX, OGC
- United Advisor Group—
- Value
- $942m
- Stocks
- 527
- Top holdings
- NVDA, AAPL, AMZN
- Allegheny Financial Group—
- Value
- $942m
- Stocks
- 305
- Top holdings
- AAPL, NVR, XOM
- Middleton—
- Value
- $942m
- Stocks
- 170
- Top holdings
- GOOGL, AAPL, AMZN
- Aperture Investors—
- Value
- $942m
- Stocks
- 82
- Top holdings
- SN, STRL, IDCC
- Diametric Capital, LP—
- Value
- $940m
- Stocks
- 473
- Top holdings
- PGEN, FLGT, AZ
- Wealth High Governance Asset Management Ltda.—
- Value
- $940m
- Stocks
- 50
- Top holdings
- GNRC, GLW, PH
- Archon Partners—
- Value
- $937m
- Stocks
- 37
- Top holdings
- GOOGL, BRK-B, AAPL
- Fort Point Capital Partners—
- Value
- $936m
- Stocks
- 247
- Top holdings
- AAPL, FRPT, GOOG
- High Probability Advisors—
- Value
- $935m
- Stocks
- 75
- Top holdings
- AAPL, BNL, MSFT
- First Turn Management—
- Value
- $935m
- Stocks
- 31
- Top holdings
- RVMD, ABVX, AXSM
- Ashford Capital Management—
- Value
- $933m
- Stocks
- 107
- Top holdings
- LGND, GSAT, RDVT
- Planning Alternatives LTD /adv—
- Value
- $933m
- Stocks
- 129
- Top holdings
- AAPL, WFC, NVDA
- FSM Wealth Advisors—
- Value
- $932m
- Stocks
- 344
- Top holdings
- AAPL, NVDA, MSFT
- Sycomore Asset Management—
- Value
- $932m
- Stocks
- 72
- Top holdings
- MU, NVDA, MSFT
- Ashe Capital Management, LP—
- Value
- $931m
- Stocks
- 7
- Top holdings
- DDOG, SHOP, APPF
- Artal Group—
- Value
- $931m
- Stocks
- 2
- Top holdings
- CAVA, LXRX
- Night Squared LP—
- Value
- $930m
- Stocks
- 69
- Top holdings
- RSG, CHD, PM
- Capital Investment Counsel—
- Value
- $929m
- Stocks
- 266
- Top holdings
- AAPL, NVDA, COST
- Trybe Capital Management LP—
- Value
- $929m
- Stocks
- 7
- Top holdings
- LRCX, SNDK, NVDA
- Fort Sheridan Advisors—
- Value
- $928m
- Stocks
- 299
- Top holdings
- AAPL, MSFT, GOOG
- Arista Wealth Management—
- Value
- $927m
- Stocks
- 266
- Top holdings
- AAPL, JPM, NVDA
- Community Bank, N.A.—
- Value
- $926m
- Stocks
- 529
- Top holdings
- AAPL, IBM, MSFT
- ABC Arbitrage SA—
- Value
- $926m
- Stocks
- 381
- Top holdings
- DEO, BTI, RIO
- MBB Public Markets I—
- Value
- $926m
- Stocks
- 25
- Top holdings
- PGR, AER, AMZN
- Barlow Wealth Partners—
- Value
- $926m
- Stocks
- 149
- Top holdings
- GOOG, NVDA, MSFT
- Roble, Belko & Company—
- Value
- $925m
- Stocks
- 486
- Top holdings
- TJX, MA, IBM
- Geometric Wealth Advisors—
- Value
- $925m
- Stocks
- 94
- Top holdings
- AAPL, CVNA, AMZN
- James J. Burns & Company—
- Value
- $924m
- Stocks
- 163
- Top holdings
- AAPL, HSIC, GOOGL
- Alaska Wealth Advisors—
- Value
- $923m
- Stocks
- 90
- Top holdings
- SHAZ, AAPL, NRIM
- Delta Global Management LP—
- Value
- $922m
- Stocks
- 149
- Top holdings
- WMT, MKSI, GOOGL
- Redwood Capital Management—
- Value
- $922m
- Stocks
- 24
- Top holdings
- VSAT, ECHO, GBTG
- Ardsley Advisory Partners LP—
- Value
- $921m
- Stocks
- 130
- Top holdings
- SNDK, AMD, SEZL
- AXQ Capital, LP—
- Value
- $920m
- Stocks
- 960
- Top holdings
- CLF, INTC, CPRT
- Violich Capital Management—
- Value
- $919m
- Stocks
- 122
- Top holdings
- GOOG, GOOGL, MSFT
- Maridea Wealth Management—
- Value
- $919m
- Stocks
- 537
- Top holdings
- NVDA, GOOG, AMZN
- TFO Wealth Partners—
- Value
- $919m
- Stocks
- 65
- Top holdings
- L, CHE, MSFT
- Claret Asset Management—
- Value
- $919m
- Stocks
- 493
- Top holdings
- GOOGL, BRK-B, GIB
- SJS Investment Consulting—
- Value
- $919m
- Stocks
- 2,884
- Top holdings
- LLY, AAPL, HRL
- Strategic Planning Group—
- Value
- $918m
- Stocks
- 75
- Top holdings
- AAPL, NVDA, MSFT
- Harvey Investment—
- Value
- $918m
- Stocks
- 99
- Top holdings
- ORLY, TJX, JNJ
- Quantitative Investment Management—
- Value
- $917m
- Stocks
- 346
- Top holdings
- JPM, XOM, C
- RTD Financial Advisors—
- Value
- $917m
- Stocks
- 120
- Top holdings
- AAPL, IBM, GOOG
- Twin Capital Management—
- Value
- $916m
- Stocks
- 269
- Top holdings
- AAPL, NVDA, MSFT
- De Lisle Partners LLP—
- Value
- $916m
- Stocks
- 178
- Top holdings
- ECG, CCJ, BBW
- Agave Capital Management—
- Value
- $915m
- Stocks
- 12
- Top holdings
- NVDA, GOOGL, MSFT
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Oarsman Capital | — | $945m | 244 | GOOG, AAPL, NVDA |
| Sylebra Capital | — | $945m | 9 | AEVA, PCT, PI |
| Old West Investment Management | — | $944m | 124 | BRKR, OII, TDW |
| Headlands Technologies | — | $943m | 695 | AMZN, MU, AMD |
| Condire Management, LP | — | $942m | 21 | CDE, IAUX, OGC |
| United Advisor Group | — | $942m | 527 | NVDA, AAPL, AMZN |
| Allegheny Financial Group | — | $942m | 305 | AAPL, NVR, XOM |
| Middleton | — | $942m | 170 | GOOGL, AAPL, AMZN |
| Aperture Investors | — | $942m | 82 | SN, STRL, IDCC |
| Diametric Capital, LP | — | $940m | 473 | PGEN, FLGT, AZ |
| Wealth High Governance Asset Management Ltda. | — | $940m | 50 | GNRC, GLW, PH |
| Archon Partners | — | $937m | 37 | GOOGL, BRK-B, AAPL |
| Fort Point Capital Partners | — | $936m | 247 | AAPL, FRPT, GOOG |
| High Probability Advisors | — | $935m | 75 | AAPL, BNL, MSFT |
| First Turn Management | — | $935m | 31 | RVMD, ABVX, AXSM |
| Ashford Capital Management | — | $933m | 107 | LGND, GSAT, RDVT |
| Planning Alternatives LTD /adv | — | $933m | 129 | AAPL, WFC, NVDA |
| FSM Wealth Advisors | — | $932m | 344 | AAPL, NVDA, MSFT |
| Sycomore Asset Management | — | $932m | 72 | MU, NVDA, MSFT |
| Ashe Capital Management, LP | — | $931m | 7 | DDOG, SHOP, APPF |
| Artal Group | — | $931m | 2 | CAVA, LXRX |
| Night Squared LP | — | $930m | 69 | RSG, CHD, PM |
| Capital Investment Counsel | — | $929m | 266 | AAPL, NVDA, COST |
| Trybe Capital Management LP | — | $929m | 7 | LRCX, SNDK, NVDA |
| Fort Sheridan Advisors | — | $928m | 299 | AAPL, MSFT, GOOG |
| Arista Wealth Management | — | $927m | 266 | AAPL, JPM, NVDA |
| Community Bank, N.A. | — | $926m | 529 | AAPL, IBM, MSFT |
| ABC Arbitrage SA | — | $926m | 381 | DEO, BTI, RIO |
| MBB Public Markets I | — | $926m | 25 | PGR, AER, AMZN |
| Barlow Wealth Partners | — | $926m | 149 | GOOG, NVDA, MSFT |
| Roble, Belko & Company | — | $925m | 486 | TJX, MA, IBM |
| Geometric Wealth Advisors | — | $925m | 94 | AAPL, CVNA, AMZN |
| James J. Burns & Company | — | $924m | 163 | AAPL, HSIC, GOOGL |
| Alaska Wealth Advisors | — | $923m | 90 | SHAZ, AAPL, NRIM |
| Delta Global Management LP | — | $922m | 149 | WMT, MKSI, GOOGL |
| Redwood Capital Management | — | $922m | 24 | VSAT, ECHO, GBTG |
| Ardsley Advisory Partners LP | — | $921m | 130 | SNDK, AMD, SEZL |
| AXQ Capital, LP | — | $920m | 960 | CLF, INTC, CPRT |
| Violich Capital Management | — | $919m | 122 | GOOG, GOOGL, MSFT |
| Maridea Wealth Management | — | $919m | 537 | NVDA, GOOG, AMZN |
| TFO Wealth Partners | — | $919m | 65 | L, CHE, MSFT |
| Claret Asset Management | — | $919m | 493 | GOOGL, BRK-B, GIB |
| SJS Investment Consulting | — | $919m | 2,884 | LLY, AAPL, HRL |
| Strategic Planning Group | — | $918m | 75 | AAPL, NVDA, MSFT |
| Harvey Investment | — | $918m | 99 | ORLY, TJX, JNJ |
| Quantitative Investment Management | — | $917m | 346 | JPM, XOM, C |
| RTD Financial Advisors | — | $917m | 120 | AAPL, IBM, GOOG |
| Twin Capital Management | — | $916m | 269 | AAPL, NVDA, MSFT |
| De Lisle Partners LLP | — | $916m | 178 | ECG, CCJ, BBW |
| Agave Capital Management | — | $915m | 12 | NVDA, GOOGL, MSFT |