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 Lindsell Train Ltd Greenwoods Asset Management Sequoia Fund Wedgewood Partners Abrams Capital Pershing Square Fundsmith LLP Greenlea Lane Capital Tiger Global Management Cantillon Capital Management | 618.3M 543.1M 427.9M 572.9M 50.4M 516.4M 1.2B 1.5B 25.5M 2.6B 1.0B | 19.14% 13.32% 9.64% 9.49% 9.19% 8.37% 8.04% 7.72% 7.43% 7.99% 5.60% | Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 |
|
MSFT
|
Microsoft Corporation | AltaRock Partners TCI Fund Management Bill & Melinda Gates Foundation Tiger Global Management Wedgewood Partners Yacktman Asset Management Fundsmith LLP Third Point First Manhattan Co. | 1.3B 8.6B 4.8B 3.4B 41.0M 532.5M 1.3B 569.7M 2.3B | 24.33% 16.31% 13.01% 10.49% 7.49% 7.34% 6.76% 6.34% 5.97% | Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 |
|
FB
|
Meta Platforms Inc - Class A | Greenwoods Asset Management RV Capital GmbH Dorsey Asset Management ValueAct Holdings Wedgewood Partners Lone Pine Capital Tiger Global Management Fundsmith LLP | 900.3M 102.6M 141.2M 564.5M 51.8M 971.0M 2.1B 1.1B | 20.27% 18.78% 12.69% 9.52% 9.46% 7.07% 6.40% 5.78% | Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 |
|
AMZN
|
Amazon.com Inc. | AltaRock Partners Greenlea Lane Capital ValueAct Holdings Pershing Square Appaloosa Management Tiger Global Management Third Point Baillie Gifford | 1.7B 70.7M 768.6M 1.3B 548.9M 2.4B 617.0M 7.0B | 30.34% 20.61% 12.96% 8.73% 7.43% 7.49% 6.86% 5.15% | Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 |
|
V
|
Visa Inc - Class A | TCI Fund Management Akre Capital Management ValueAct Holdings Valley Forge Capital Fundsmith LLP Wedgewood Partners Weitz Investment Management | 9.6B 1.0B 534.5M 311.3M 1.3B 30.4M 92.4M | 18.18% 10.12% 9.01% 7.49% 6.65% 5.55% 5.01% | Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 |
|
GOOG
|
Alphabet Inc - Class C | Himalaya Capital Pershing Square Chou Associates Dorsey Asset Management Markel Corp Sequoia Fund Weitz Investment Management | 597.0M 1.5B 20.1M 104.6M 669.7M 305.6M 107.3M | 18.48% 10.52% 9.66% 9.40% 5.44% 5.06% 5.82% | Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | Punch Card Management Chou Associates First Manhattan Co. Greenlea Lane Capital Aquamarine Capital Markel Corp | 109.4M 64.9M 11.1B 50.5M 22.6K 840.2M | 33.92% 31.22% 29.20% 14.73% 7.13% 6.82% | Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | Bill & Melinda Gates Foundation Aquamarine Capital H&H International Investment Himalaya Capital Weitz Investment Management Markel Corp | 10.9B 70.7K 2.6B 451.3M 144.2M 770.2M | 29.91% 22.27% 17.78% 13.97% 7.83% 6.25% | Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 |
|
PDD
|
Pinduoduo Inc - ADR | Himalaya Capital Punch Card Management Greenwoods Asset Management Aspex Management H&H International Investment RV Capital GmbH | 609.0M 54.9M 443.7M 419.3K 1.1B 39.8M | 18.85% 17.01% 9.99% 8.88% 7.72% 7.29% | Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 |
|
NVDA
|
NVIDIA Corp | Scion Asset Management Greenwoods Asset Management Baillie Gifford Tiger Global Management Third Point | 186.6M 443.8M 8.7B 2.2B 531.8M | 13.51% 9.99% 6.43% 6.75% 5.92% | Q3 2025 Q3 2025 Q3 2025 Q3 2025 Q3 2025 |
|
MCO
|
Moody`s Corp. | Valley Forge Capital TCI Fund Management Akre Capital Management AltaRock Partners | 626.2M 6.3B 1.0B 452.1M | 15.06% 12.03% 10.07% 8.27% | Q3 2025 Q3 2025 Q3 2025 Q3 2025 |
|
AAPL
|
Apple Inc | H&H International Investment Berkshire Hathaway Wedgewood Partners Chou Associates | 8.9B 60.7B 42.5M 11.2M | 60.42% 22.69% 7.76% 5.39% | Q3 2025 Q3 2025 Q3 2025 Q3 2025 |
|
MA
|
Mastercard Incorporated - Class A | Valley Forge Capital Akre Capital Management Aquamarine Capital AltaRock Partners | 844.6M 1.8B 37.4K 332.2M | 20.32% 17.89% 11.78% 6.07% | Q3 2025 Q3 2025 Q3 2025 Q3 2025 |
|
BAC
|
Bank Of America Corp. | Himalaya Capital Aquamarine Capital Berkshire Hathaway | 538.2M 39.6K 29.3B | 16.66% 12.48% 10.96% | Q3 2025 Q3 2025 Q3 2025 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Wedgewood Partners Sequoia Fund Lone Pine Capital | 52.9M 525.5M 852.5M | 9.65% 8.71% 6.20% | Q3 2025 Q3 2025 Q3 2025 |
|
PYPL
|
PayPal Holdings Inc | Punch Card Management Lindsell Train Ltd Wedgewood Partners | 43.6M 300.7M 32.5M | 13.53% 7.38% 5.93% | Q3 2025 Q3 2025 Q3 2025 |
|
SE
|
Sea Ltd - ADR | Aspex Management Tiger Global Management Baillie Gifford | 767.0K 2.9B 7.2B | 16.24% 8.86% 5.31% | Q3 2025 Q3 2025 Q3 2025 |
|
AXP
|
American Express Co. | Aquamarine Capital Berkshire Hathaway | 69.8K 50.4B | 21.98% 18.84% | Q3 2025 Q3 2025 |
|
GE
|
General Electric Co. | Trian Fund Management TCI Fund Management | 1.2B 14.3B | 29.52% 27.12% | Q3 2025 Q3 2025 |
|
SCHW
|
Charles Schwab Corp. | Sequoia Fund Yacktman Asset Management | 602.9M 400.5M | 9.99% 5.52% | Q3 2025 Q3 2025 |
|
LAD
|
Lithia Motors, Inc. - Class A | Conifer Management Abrams Capital | 126.4M 787.0M | 20.03% 12.76% | Q3 2025 Q3 2025 |
|
FICO
|
Fair, Isaac Corp. | Valley Forge Capital Lindsell Train Ltd | 1.1B 333.7M | 27.66% 8.18% | Q3 2025 Q3 2025 |
|
PM
|
Philip Morris International Inc | Fundsmith LLP Lone Pine Capital | 1.2B 748.5M | 5.89% 5.45% | Q3 2025 Q3 2025 |
|
BKNG
|
Booking Holdings Inc | Dorsey Asset Management Wedgewood Partners | 91.7M 31.9M | 8.24% 5.81% | Q3 2025 Q3 2025 |
|
INTU
|
Intuit Inc | ShawSpring Partners Lindsell Train Ltd | 78.1M 417.8M | 11.61% 10.25% | Q3 2025 Q3 2025 |
|
CSGP
|
Costar Group, Inc. | ShawSpring Partners Akre Capital Management | 75.6M 785.2M | 11.24% 7.83% | Q3 2025 Q3 2025 |
|
DHR
|
Danaher Corp. | Dorsey Asset Management Weitz Investment Management | 170.7M 104.5M | 15.34% 5.67% | Q3 2025 Q3 2025 |
|
YMM
|
Full Truck Alliance Co Ltd - ADR | Greenwoods Asset Management Aspex Management | 370.9M 308.2K | 8.35% 6.52% | Q3 2025 Q3 2025 |
|
SPGI
|
S&P Global Inc | Valley Forge Capital TCI Fund Management | 854.2M 5.4B | 20.55% 10.33% | Q3 2025 Q3 2025 |
|
DIS
|
Walt Disney Co (The) | Lindsell Train Ltd ValueAct Holdings | 426.6M 502.9M | 10.47% 8.48% | Q3 2025 Q3 2025 |
|
ANTM
|
Anthem Inc | Brave Warrior Advisors Sequoia Fund | 592.6M 468.0M | 13.76% 7.75% | Q3 2025 Q3 2025 |