Master investors' top pick
Most important positions.(position value / total portfolio value great than 5%, and are owned by two or more masters)
| TICKER | CORP NAME | MASTER | VALUE($) | % OF TOTAL | REPORT DATE |
|---|---|---|---|---|---|
|
GOOGL
|
Alphabet Inc - Class A | Himalaya Capital Greenwoods Asset Management Lindsell Train Ltd Tiger Global Management Abrams Capital Sequoia Fund Greenlea Lane Capital Wedgewood Partners Cantillon Capital Management Fundsmith LLP | 796.1M 842.0M 653.7M 3.3B 599.9M 680.7M 31.7M 51.3M 1.3B 1.1B | 22.31% 20.82% 16.58% 11.20% 10.57% 10.63% 9.24% 9.58% 7.13% 6.40% | Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 |
|
AMZN
|
Amazon.com Inc. | AltaRock Partners Greenlea Lane Capital Pershing Square ValueAct Holdings Appaloosa Management Tiger Global Management Third Point Baillie Gifford ShawSpring Partners | 1.7B 73.0M 2.2B 783.5M 503.0M 2.3B 499.7M 6.8B 27.3M | 33.10% 21.31% 14.28% 11.15% 7.26% 7.78% 6.87% 5.64% 5.15% | Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 |
|
FB
|
Meta Platforms Inc - Class A | RV Capital GmbH Greenwoods Asset Management Pershing Square Dorsey Asset Management ValueAct Holdings Wedgewood Partners Tiger Global Management Appaloosa Management Fundsmith LLP | 90.0M 658.0M 1.8B 105.9M 691.8M 45.6M 1.8B 396.1M 900.1M | 20.95% 16.27% 11.37% 9.21% 9.85% 8.52% 6.11% 5.72% 5.26% | Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 |
|
MSFT
|
Microsoft Corporation | AltaRock Partners TCI Fund Management Bill & Melinda Gates Foundation Tiger Global Management Third Point Wedgewood Partners Yacktman Asset Management First Manhattan Co. Fundsmith LLP | 1.0B 8.1B 3.7B 2.6B 447.3M 37.5M 466.1M 2.1B 1.0B | 19.75% 15.13% 10.52% 8.92% 6.15% 7.00% 6.52% 5.53% 5.88% | Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 |
|
GOOG
|
Alphabet Inc - Class C | Himalaya Capital Pershing Square Chou Associates Appaloosa Management Markel Corp Weitz Investment Management Dorsey Asset Management Sequoia Fund | 769.2M 1.9B 22.7M 560.7M 862.9M 109.2M 68.1M 358.5M | 21.55% 12.46% 11.27% 8.10% 6.88% 6.47% 5.92% 5.60% | Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 |
|
V
|
Visa Inc - Class A | TCI Fund Management Akre Capital Management ValueAct Holdings Fundsmith LLP Valley Forge Capital Wedgewood Partners Weitz Investment Management | 9.7B 938.7M 602.6M 1.2B 321.4M 30.6M 94.9M | 18.12% 10.29% 8.58% 7.24% 7.29% 5.71% 5.63% | Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 |
|
NVDA
|
NVIDIA Corp | Scion Asset Management Aspex Management H&H International Investment Third Point Baillie Gifford Tiger Global Management | 186.6M 536.0K 1.3B 550.2M 8.2B 2.1B | 13.51% 10.84% 7.72% 7.56% 6.80% 6.91% | Q3 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | Punch Card Management Chou Associates First Manhattan Co. Aquamarine Capital Greenlea Lane Capital Markel Corp | 109.4M 64.9M 10.6B 22.6K 50.6M 840.8M | 36.38% 32.21% 27.90% 15.35% 14.76% 6.70% | Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | Aquamarine Capital Bill & Melinda Gates Foundation H&H International Investment Himalaya Capital Weitz Investment Management Markel Corp | 49.1K 9.8B 3.6B 451.3M 144.2M 770.0M | 33.25% 27.59% 20.63% 12.64% 8.55% 6.14% | Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 |
|
MCO
|
Moody`s Corp. | Valley Forge Capital TCI Fund Management Akre Capital Management Aquamarine Capital AltaRock Partners | 672.9M 6.8B 886.4M 13.8K 416.1M | 15.25% 12.67% 9.72% 9.35% 8.16% | Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 |
|
PDD
|
Pinduoduo Inc - ADR | Punch Card Management Himalaya Capital Greenwoods Asset Management Aspex Management H&H International Investment | 47.1M 522.5M 450.0M 352.6K 1.3B | 15.64% 14.64% 11.12% 7.13% 7.48% | Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 |
|
MA
|
Mastercard Incorporated - Class A | Valley Forge Capital Akre Capital Management Aquamarine Capital AltaRock Partners Weitz Investment Management | 849.1M 1.7B 22.8K 309.3M 89.0M | 19.25% 18.81% 15.48% 6.07% 5.28% | Q4 2025 Q4 2025 Q4 2025 Q4 2025 Q4 2025 |
|
AAPL
|
Apple Inc | H&H International Investment Berkshire Hathaway Wedgewood Partners Chou Associates | 8.8B 62.0B 38.9M 12.0M | 50.30% 22.60% 7.26% 5.93% | Q4 2025 Q4 2025 Q4 2025 Q4 2025 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Wedgewood Partners Lone Pine Capital Sequoia Fund | 56.1M 927.6M 432.0M | 10.48% 6.81% 6.75% | Q4 2025 Q4 2025 Q4 2025 |
|
FICO
|
Fair, Isaac Corp. | Valley Forge Capital Lindsell Train Ltd Akre Capital Management | 1.3B 366.2M 469.1M | 29.49% 9.29% 5.14% | Q4 2025 Q4 2025 Q4 2025 |
|
INTU
|
Intuit Inc | Lindsell Train Ltd ShawSpring Partners | 404.2M 33.6M | 10.25% 6.33% | Q4 2025 Q4 2025 |
|
BKNG
|
Booking Holdings Inc | Dorsey Asset Management Wedgewood Partners | 87.4M 31.2M | 7.60% 5.82% | Q4 2025 Q4 2025 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | Appaloosa Management ShawSpring Partners | 753.1M 55.4M | 10.88% 10.44% | Q4 2025 Q4 2025 |
|
SCHW
|
Charles Schwab Corp. | Sequoia Fund Yacktman Asset Management | 559.0M 393.3M | 8.73% 5.51% | Q4 2025 Q4 2025 |
|
LAD
|
Lithia Motors, Inc. - Class A | Conifer Management Abrams Capital | 132.9M 827.7M | 22.02% 14.59% | Q4 2025 Q4 2025 |
|
CSGP
|
Costar Group, Inc. | ShawSpring Partners Akre Capital Management | 64.4M 646.7M | 12.12% 7.09% | Q4 2025 Q4 2025 |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | Sequoia Fund ShawSpring Partners | 540.9M 36.6M | 8.45% 6.90% | Q4 2025 Q4 2025 |
|
AXP
|
American Express Co. | Berkshire Hathaway Aquamarine Capital | 56.1B 24.0K | 20.46% 16.30% | Q4 2025 Q4 2025 |
|
GE
|
General Electric Co. | Trian Fund Management TCI Fund Management | 1.2B 14.6B | 31.16% 27.28% | Q4 2025 Q4 2025 |
|
CVNA
|
Carvana Co. - Class A | RV Capital GmbH Lone Pine Capital | 128.0M 750.9M | 29.81% 5.52% | Q4 2025 Q4 2025 |
|
DHR
|
Danaher Corp. | Dorsey Asset Management Weitz Investment Management | 189.4M 117.7M | 16.47% 6.98% | Q4 2025 Q4 2025 |
|
COF
|
Capital One Financial Corp. | Sequoia Fund Brave Warrior Advisors | 501.2M 244.5M | 7.83% 5.73% | Q4 2025 Q4 2025 |
|
SPGI
|
S&P Global Inc | Valley Forge Capital TCI Fund Management | 918.8M 6.2B | 20.83% 11.48% | Q4 2025 Q4 2025 |
|
SE
|
Sea Ltd - ADR | Aspex Management Tiger Global Management | 430.3K 2.0B | 8.70% 6.62% | Q4 2025 Q4 2025 |
|
PYPL
|
PayPal Holdings Inc | Punch Card Management Lindsell Train Ltd | 36.7M 251.0M | 12.20% 6.36% | Q4 2025 Q4 2025 |
|
ANTM
|
Anthem Inc | Brave Warrior Advisors Sequoia Fund | 438.8M 498.7M | 10.28% 7.79% | Q4 2025 Q4 2025 |
|
BAC
|
Bank Of America Corp. | Himalaya Capital Berkshire Hathaway | 573.7M 28.5B | 16.08% 10.38% | Q4 2025 Q4 2025 |
|
YMM
|
Full Truck Alliance Co Ltd - ADR | Greenwoods Asset Management Aspex Management | 306.9M 255.0K | 7.59% 5.16% | Q4 2025 Q4 2025 |