Overview
|
ALC
|
Alcon Inc. - Registered Shares | 651.9K | 15.2% |
|
V
|
Visa Inc - Class A | 338.0K | 7.9% |
|
RACE
|
Ferrari N.V. | 328.9K | 7.7% |
|
LAD
|
Lithia Motors, Inc. - Class A | 723.5M | 13.2% |
|
GOOGL
|
Alphabet Inc - Class A | 489.8M | 8.9% |
|
TPX
|
Tempur Sealy International Inc | 454.6M | 8.3% |
|
MA
|
Mastercard Incorporated - Class A | 1.0B | 20.0% |
|
MCO
|
Moody`s Corp. | 524.0M | 10.2% |
|
KKR
|
KKR & Co. Inc. | 457.2M | 8.9% |
AltaRock Partners
Mark Massey Q1 2026 Total: $4.1B|
AMZN
|
Amazon.com Inc. | 1.6B | 38.2% |
|
TDG
|
Transdigm Group Incorporated | 1.1B | 25.5% |
|
MSFT
|
Microsoft Corporation | 691.3M | 16.8% |
|
AMZN
|
Amazon.com Inc. | 1.2B | 15.4% |
|
MU
|
Micron Technology Inc. | 1.1B | 14.6% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 788.0M | 10.2% |
Aquamarine Capital
Guy Spier Q2 2026 Total: $144.1K|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 48.8K | 33.9% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 22.5K | 15.6% |
|
AXP
|
American Express Co. | 22.0K | 15.3% |
|
SNPS
|
Synopsys, Inc. | 1.4M | 15.6% |
|
QCOM
|
Qualcomm, Inc. | 1.2M | 13.2% |
|
MKSI
|
MKS Instruments, Inc. | 809.7K | 9.1% |
|
SPCX
|
Collaborative Investment Series Trust - The SPAC and New Issue ETF | 8.8B | 8.0% |
|
NVDA
|
NVIDIA Corp | 8.4B | 7.6% |
|
AMZN
|
Amazon.com Inc. | 6.4B | 5.8% |
|
AAPL
|
Apple Inc | 66.0B | 22.0% |
|
AXP
|
American Express Co. | 51.3B | 17.1% |
|
KO
|
Coca-Cola Co | 32.5B | 10.9% |
|
ICLR
|
Icon Plc | 547.8M | 11.9% |
|
OMF
|
OneMain Holdings Inc | 462.5M | 10.1% |
|
SNX
|
TD Synnex Corp | 385.4M | 8.4% |
|
AVGO
|
Broadcom Inc | 70.5M | 10.6% |
|
GOOGL
|
Alphabet Inc - Class A | 61.1M | 9.2% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 54.8M | 8.2% |
|
DB
|
Deutsche Bank AG - Registered Shares | 994.2M | 10.8% |
|
CP
|
Canadian Pacific Railway Ltd | 581.7M | 6.3% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 254.1M | 2.8% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 64.4M | 29.7% |
|
GOOG
|
Alphabet Inc - Class C | 25.6M | 11.8% |
|
SYF
|
Synchrony Financial | 17.0M | 7.8% |
|
GPI
|
Group 1 Automotive, Inc. | 281.6M | 46.4% |
|
EQH
|
Equitable Holdings Inc | 184.3M | 30.4% |
|
MNDY
|
Monday.Com Ltd | 29.0M | 4.8% |
|
HCC
|
Warrior Met Coal Inc | 141.5M | 43.3% |
|
RIG
|
Transocean Ltd | 99.7M | 30.5% |
|
AMR
|
Alpha Metallurgical Resources Inc | 85.3M | 26.1% |
|
ASML
|
ASML Holding NV - New York Shares | 259.4M | 16.6% |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | 226.3M | 14.5% |
|
RPRX
|
Royalty Pharma plc - Class A | 137.7M | 8.8% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 10.3B | 26.3% |
|
MSFT
|
Microsoft Corporation | 1.6B | 4.1% |
|
ASML
|
ASML Holding NV - New York Shares | 1.4B | 3.6% |
|
MAR
|
Marriott International, Inc. - Class A | 958.3M | 7.0% |
|
SYK
|
Stryker Corp. | 917.4M | 6.7% |
|
WAT
|
Waters Corp. | 852.7M | 6.2% |
|
AMZN
|
Amazon.com Inc. | 66.8M | 18.3% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 47.2M | 13.0% |
|
MKL
|
Markel Corp | 39.7M | 10.9% |
|
AAPL
|
Apple Inc | 7.8B | 41.1% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 4.6B | 24.2% |
|
PDD
|
Pinduoduo Inc - ADR | 1.9B | 10.0% |
|
GOOGL
|
Alphabet Inc - Class A | 908.9M | 24.5% |
|
GOOG
|
Alphabet Inc - Class C | 866.1M | 23.4% |
|
PDD
|
Pinduoduo Inc - ADR | 820.9M | 22.2% |
Lindsell Train Ltd
Michael Lindsell Q2 2026 Total: $2.6B|
GOOGL
|
Alphabet Inc - Class A | 459.9M | 17.5% |
|
FICO
|
Fair, Isaac Corp. | 270.2M | 10.3% |
|
TMO
|
Thermo Fisher Scientific Inc. | 258.0M | 9.8% |
|
YNDX
|
Yandex NV - Class A | 1.2B | 7.2% |
|
ASML
|
ASML Holding NV - New York Shares | 1.1B | 6.9% |
|
STX
|
Seagate Technology Holdings Plc | 965.1M | 5.9% |
Makaira Partners
Thomas Bancroft III Q1 2026 Total: $0|
GOOG
|
Alphabet Inc - Class C | 971.6M | 7.4% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 834.2M | 6.4% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 766.6M | 5.8% |
Pershing Square
Bill Ackman Q1 2026 Total: $13.7B|
AMZN
|
Amazon.com Inc. | 2.4B | 17.4% |
|
UBER
|
Uber Technologies Inc | 2.2B | 15.7% |
|
MSFT
|
Microsoft Corporation | 2.1B | 15.3% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 108.6M | 42.4% |
|
CROX
|
Crocs Inc | 69.6M | 27.2% |
|
PDD
|
Pinduoduo Inc - ADR | 31.7M | 12.4% |
|
CVNA
|
Carvana Co. - Class A | 116.1M | 30.3% |
|
FB
|
Meta Platforms Inc - Class A | 78.3M | 20.4% |
|
CACC
|
Credit Acceptance Corp. | 68.9M | 18.0% |
Scion Asset Management
Michael Burry Q3 2025 Total: $1.4B|
PLTR
|
Palantir Technologies Inc - Class A
PUT
| 912.1M | 66.0% |
|
NVDA
|
NVIDIA Corp
PUT
| 186.6M | 13.5% |
|
PFE
|
Pfizer Inc.
CALL
| 152.9M | 11.1% |
|
GOOGL
|
Alphabet Inc - Class A | 712.7M | 11.1% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 560.1M | 8.7% |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 497.0M | 7.7% |
|
BABA
|
Alibaba Group Holding Ltd - ADR | 39.3M | 16.9% |
|
AMZN
|
Amazon.com Inc. | 37.4M | 16.1% |
|
OKTA
|
Okta Inc - Class A | 32.0M | 13.8% |
|
GE
|
General Electric Co. | 17.7B | 33.6% |
|
V
|
Visa Inc - Class A | 10.5B | 19.8% |
|
MCO
|
Moody`s Corp. | 6.5B | 12.3% |
|
AMZN
|
Amazon.com Inc. | 417.1M | 8.9% |
|
GOOGL
|
Alphabet Inc - Class A | 366.3M | 7.8% |
|
TDS
|
Telephone And Data Systems, Inc. | 232.2M | 5.0% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 2.3B | 9.7% |
|
AMZN
|
Amazon.com Inc. | 2.3B | 9.6% |
|
NVDA
|
NVIDIA Corp | 2.2B | 9.3% |
|
GE
|
General Electric Co. | 1.5B | 35.6% |
|
JHG
|
Janus Henderson Group plc | 1.3B | 31.5% |
|
FERG
|
Ferguson Plc. | 257.8M | 6.1% |
|
FICO
|
Fair, Isaac Corp. | 803.1M | 25.8% |
|
SPGI
|
S&P Global Inc | 620.7M | 19.9% |
|
MCO
|
Moody`s Corp. | 596.6M | 19.1% |
|
V
|
Visa Inc - Class A | 794.7M | 14.1% |
|
AMZN
|
Amazon.com Inc. | 701.1M | 12.4% |
|
RKT
|
Rocket Companies Inc Class A | 656.3M | 11.6% |
|
V
|
Visa Inc - Class A | 2.2B | 6.3% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 1.5B | 4.3% |
|
APD
|
Air Products & Chemicals Inc. | 1.4B | 4.0% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 50.4M | 10.4% |
|
GOOGL
|
Alphabet Inc - Class A | 45.5M | 9.4% |
|
FB
|
Meta Platforms Inc - Class A | 43.1M | 8.9% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 135.9M | 9.4% |
|
GOOG
|
Alphabet Inc - Class C | 94.7M | 6.6% |
|
DHR
|
Danaher Corp. | 93.2M | 6.5% |
|
CNQ
|
Canadian Natural Resources Ltd. | 650.3M | 8.0% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 581.2M | 7.2% |
|
GOOG
|
Alphabet Inc - Class C | 399.0M | 4.9% |