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.
- Mondrian Investment PartnersValue
Mondrian team
- Value
- $6.5bn
- Stocks
- 111
- Top holdings
- YUMC, LYG, SAN
- Ruane Cunniff & Goldfarb (Sequoia Fund)Quality
John Harris
- Value
- $6.4bn
- Stocks
- 54
- Top holdings
- GOOGL, TSM, FWONK
- Longview PartnersQuality
Longview team
- Value
- $6.2bn
- Stocks
- 23
- Top holdings
- WST, UNH, TSM
- Kensico Capital ManagementValue
Michael Lowenstein
- Value
- $5.8bn
- Stocks
- 25
- Top holdings
- APP, HWM, GOOGL
- Donald Smith & Co.Deep value
Jon Hartsel
- Value
- $5.6bn
- Stocks
- 66
- Top holdings
- AER, EGO, CGAU
- ValueAct CapitalActivist
Mason Morfit
- Value
- $5.6bn
- Stocks
- 18
- Top holdings
- V, AMZN, RKT
- Veritas Asset ManagementQuality
Andy Headley
- Value
- $5.6bn
- Stocks
- 21
- Top holdings
- AMZN, MA, CP
- Abrams CapitalValue
David Abrams
- Value
- $5.5bn
- Stocks
- 11
- Top holdings
- LOAR, LAD, GOOGL
- Baupost GroupValue
Seth Klarman
- Value
- $5.4bn
- Stocks
- 23
- Top holdings
- AMZN, ELV, QSR
- Akre Capital ManagementQuality
Chuck Akre
- Value
- $5.1bn
- Stocks
- 19
- Top holdings
- MA, MCO, BN
- Glenview Capital ManagementValue
Larry Robbins
- Value
- $5.0bn
- Stocks
- 42
- Top holdings
- GPN, CVS, THC
- Fenimore Asset Management (FAM Funds)Quality
John Fox
- Value
- $4.8bn
- Stocks
- 92
- Top holdings
- ROST, APH, VMC
- Sachem Head CapitalActivist
Scott Ferguson
- Value
- $4.8bn
- Stocks
- 19
- Top holdings
- TLN, STX, PRMB
- Smead Capital ManagementValue
Bill Smead
- Value
- $4.7bn
- Stocks
- 32
- Top holdings
- CVE, SPG, MRK
- Third PointActivist
Dan Loeb
- Value
- $4.6bn
- Stocks
- 40
- Top holdings
- WBD, AMZN, GOOGL
- Brave Warrior AdvisorsValue
Glenn Greenberg
- Value
- $4.6bn
- Stocks
- 40
- Top holdings
- ICLR, OMF, SNX
- Starboard ValueActivist
Jeff Smith
- Value
- $4.5bn
- Stocks
- 21
- Top holdings
- QRVO, KVUE, DT
- AKO CapitalQuality
Nicolai Tangen (founder)
- Value
- $4.3bn
- Stocks
- 22
- Top holdings
- ALC, SUNB, V
- AltaRock PartnersQuality
Mark Massey
- Value
- $4.2bn
- Stocks
- 8
- Top holdings
- AMZN, TDG, MSFT
- Trian Fund ManagementActivist
Nelson Peltz
- Value
- $4.2bn
- Stocks
- 8
- Top holdings
- GE, Janus Henderson Group, SOLV
- Jensen Investment ManagementQuality
Eric Schoenstein
- Value
- $4.1bn
- Stocks
- 83
- Top holdings
- GOOGL, MSFT, AMZN
- Greenlight CapitalValue
David Einhorn
- Value
- $3.9bn
- Stocks
- 46
- Top holdings
- GRBK, FLR, CNR
- Oaktree Capital ManagementOpportunistic
Howard Marks
- Value
- $3.8bn
- Stocks
- 51
- Top holdings
- TRMD, EXE, GTX
- Himalaya CapitalValue
Li Lu
- Value
- $3.7bn
- Stocks
- 8
- Top holdings
- GOOGL, GOOG, PDD
- Cevian CapitalActivist
Christer Gardell
- Value
- $3.7bn
- Stocks
- 3
- Top holdings
- UBS, ALV, CRH
- Troy Asset ManagementQuality
Sebastian Lyon (founder)
- Value
- $3.6bn
- Stocks
- 29
- Top holdings
- V, GOOGL, A
- Leon Cooperman (Omega Family Office)Value
Leon Cooperman
- Value
- $3.5bn
- Stocks
- 39
- Top holdings
- VRT, RKT, ET
- Vulcan Value PartnersValue
C.T. Fitzpatrick
- Value
- $3.3bn
- Stocks
- 36
- Top holdings
- EG, MSFT, RYAN
- Sound Shore ManagementValue
Harry Burn
- Value
- $3.2bn
- Stocks
- 40
- Top holdings
- TEVA, LUV, BAC
- Corvex ManagementActivist
Keith Meister
- Value
- $3.2bn
- Stocks
- 24
- Top holdings
- ILMN, WGS, VSTS
- Valley Forge Capital ManagementQuality
Dev Kantesaria
- Value
- $3.1bn
- Stocks
- 7
- Top holdings
- FICO, SPGI, MCO
- Gates Capital ManagementValue
Jeff Gates
- Value
- $3.0bn
- Stocks
- 31
- Top holdings
- DAR, TIC, DVA
- Scharf InvestmentsValue
Brian Krawez
- Value
- $3.0bn
- Stocks
- 79
- Top holdings
- OXY, UNP, MKL
- Patient Capital ManagementValue
Samantha McLemore
- Value
- $3.0bn
- Stocks
- 39
- Top holdings
- RPRX, C, GOOGL
- Hosking PartnersValue
Jeremy Hosking
- Value
- $3.0bn
- Stocks
- 98
- Top holdings
- MU, GOOG, C
- Giverny CapitalQuality
François Rochon
- Value
- $3.0bn
- Stocks
- 51
- Top holdings
- GOOG, HEI-A, META
- Fairfax FinancialValue
Prem Watsa
- Value
- $2.6bn
- Stocks
- 32
- Top holdings
- ORLA, EGO, KHC
- Lindsell TrainQuality
Nick Train
- Value
- $2.6bn
- Stocks
- 28
- Top holdings
- GOOGL, TKO, FICO
- Marathon Asset ManagementValue
Neil Ostrer
- Value
- $2.5bn
- Stocks
- 74
- Top holdings
- CNH, GOOGL, CCEP
- Cambiar InvestorsValue
Brian Barish
- Value
- $2.3bn
- Stocks
- 150
- Top holdings
- DAL, GOOGL, UNP
- Heartland AdvisorsValue
Bill Nasgovitz
- Value
- $2.2bn
- Stocks
- 244
- Top holdings
- SIMO, CCS, CGAU
- Voss CapitalValue
Travis Cocke
- Value
- $2.0bn
- Stocks
- 35
- Top holdings
- FLYW, SRE, CLBT
- Southeastern Asset Management (Longleaf)Value
Mason Hawkins
- Value
- $1.9bn
- Stocks
- 47
- Top holdings
- RYN, MAT, CNX
- JANA PartnersActivist
Barry Rosenstein
- Value
- $1.9bn
- Stocks
- 10
- Top holdings
- MRCY, COO, LW
- CAS Investment PartnersValue
Clifford Sosin
- Value
- $1.9bn
- Stocks
- 6
- Top holdings
- CVNA, HGV, META
- Kopernik Global InvestorsDeep value
David Iben
- Value
- $1.6bn
- Stocks
- 26
- Top holdings
- RRC, SA, EXE
- Dorsey Asset ManagementQuality
Pat Dorsey
- Value
- $1.6bn
- Stocks
- 11
- Top holdings
- ASML, APP, RPRX
- Fairholme Capital ManagementDeep value
Bruce Berkowitz
- Value
- $1.5bn
- Stocks
- 13
- Top holdings
- JOE, EPD, OZK
- Weitz Investment ManagementValue
Wally Weitz
- Value
- $1.4bn
- Stocks
- 50
- Top holdings
- BRK-B, GOOG, DHR
- GuardCap Asset ManagementQuality
GuardCap team
- Value
- $1.4bn
- Stocks
- 18
- Top holdings
- CME, UNH, YUMC