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 |
|---|---|---|---|---|---|
|
AMZN
|
Amazon.com Inc. | AltaRock Partners Third Point Greenlea Lane Capital Pershing Square Appaloosa Management ShawSpring Partners ValueAct Holdings Tiger Global Management AKO Capital Baillie Gifford | 1.6B 404.0M 65.1M 2.4B 899.7M 38.8M 600.8M 2.1B 360.6K 5.9B | 38.20% 19.40% 18.91% 17.39% 15.16% 14.51% 10.52% 9.12% 7.06% 5.98% | Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 |
|
GOOGL
|
Alphabet Inc - Class A | Himalaya Capital Lindsell Train Ltd Tiger Global Management Abrams Capital Sequoia Fund Wedgewood Partners Greenlea Lane Capital Cantillon Capital Management Fundsmith LLP Berkshire Hathaway | 731.4M 490.2M 3.1B 536.5M 608.9M 44.8M 28.8M 1.1B 850.1M 15.6B | 22.85% 15.63% 13.38% 11.57% 10.10% 9.25% 8.36% 7.10% 6.63% 5.93% | Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 |
|
V
|
Visa Inc - Class A | TCI Fund Management ValueAct Holdings Akre Capital Management AKO Capital Fundsmith LLP Valley Forge Capital Viking Global Investors Wedgewood Partners Weitz Investment Management | 9.2B 700.1M 495.3M 358.7K 938.2M 181.0M 1.9B 25.1M 80.2M | 20.39% 12.26% 8.07% 7.02% 7.31% 5.36% 5.35% 5.18% 5.60% | Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 |
|
GOOG
|
Alphabet Inc - Class C | Himalaya Capital Chou Associates Appaloosa Management Markel Corp Weitz Investment Management H&H International Investment TCI Fund Management | 703.2M 20.8M 497.0M 788.8M 93.7M 1.1B 2.5B | 21.97% 9.88% 8.38% 6.61% 6.54% 5.31% 5.62% | Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 |
|
FB
|
Meta Platforms Inc - Class A | RV Capital GmbH Pershing Square ValueAct Holdings Dorsey Asset Management Tiger Global Management Wedgewood Partners Fundsmith LLP | 83.3M 1.5B 523.9M 92.5M 1.8B 37.6M 756.0M | 21.77% 11.10% 9.17% 7.37% 7.73% 7.77% 5.89% | Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | Punch Card Management Chou Associates First Manhattan Co. Aquamarine Capital Greenlea Lane Capital Markel Corp | 104.1M 61.8M 10.0B 21.5K 45.2M 800.0M | 38.47% 29.37% 27.82% 15.92% 13.14% 6.70% | Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | Aquamarine Capital H&H International Investment Himalaya Capital Weitz Investment Management Markel Corp | 46.8K 4.4B 430.2M 133.6M 734.1M | 34.57% 21.91% 13.44% 9.33% 6.15% | Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 |
|
MSFT
|
Microsoft Corporation | AltaRock Partners Pershing Square Fundsmith LLP AKO Capital Wedgewood Partners | 691.3M 2.1B 769.9M 272.2K 27.4M | 16.75% 15.26% 6.00% 5.33% 5.65% | Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 |
|
MCO
|
Moody`s Corp. | Valley Forge Capital TCI Fund Management AltaRock Partners Akre Capital Management Aquamarine Capital | 574.6M 6.3B 376.1M 543.6M 11.8K | 17.02% 13.84% 9.11% 8.86% 8.71% | Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Wedgewood Partners Tiger Global Management Appaloosa Management Sequoia Fund Cantillon Capital Management | 43.7M 1.9B 448.6M 408.4M 842.7M | 9.03% 8.23% 7.56% 6.77% 5.60% | Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 |
|
MA
|
Mastercard Incorporated - Class A | Valley Forge Capital Akre Capital Management Aquamarine Capital AltaRock Partners Weitz Investment Management | 743.2M 1.1B 20.0K 261.2M 73.5M | 22.02% 18.58% 14.77% 6.33% 5.13% | Q1 2026 Q1 2026 Q1 2026 Q1 2026 Q1 2026 |
|
NVDA
|
NVIDIA Corp | Aspex Management Scion Asset Management H&H International Investment Tiger Global Management Baillie Gifford | 902.4K 186.6M 2.4B 2.1B 7.1B | 13.08% 13.51% 12.07% 9.17% 7.26% | Q1 2026 Q3 2025 Q1 2026 Q1 2026 Q1 2026 |
|
AAPL
|
Apple Inc | H&H International Investment Berkshire Hathaway Wedgewood Partners Chou Associates | 7.3B 57.8B 34.3M 11.2M | 36.72% 21.99% 7.08% 5.31% | Q1 2026 Q1 2026 Q1 2026 Q1 2026 |
|
SPGI
|
S&P Global Inc | Valley Forge Capital TCI Fund Management Dorsey Asset Management | 747.8M 6.0B 94.7M | 22.15% 13.22% 7.54% | Q1 2026 Q1 2026 Q1 2026 |
|
ASML
|
ASML Holding NV - New York Shares | Dorsey Asset Management Lone Pine Capital Valley Forge Capital | 185.3M 865.3M 226.0M | 14.76% 6.90% 6.69% | Q1 2026 Q1 2026 Q1 2026 |
|
PDD
|
Pinduoduo Inc - ADR | Punch Card Management Himalaya Capital H&H International Investment | 42.4M 470.8M 2.0B | 15.67% 14.71% 10.09% | Q1 2026 Q1 2026 Q1 2026 |
|
UBER
|
Uber Technologies Inc | Pershing Square Appaloosa Management Dorsey Asset Management | 2.2B 455.5M 78.4M | 15.71% 7.68% 6.24% | Q1 2026 Q1 2026 Q1 2026 |
|
GE
|
General Electric Co. | TCI Fund Management Trian Fund Management AKO Capital | 13.5B 1.1B 282.9K | 29.85% 29.63% 5.54% | Q1 2026 Q1 2026 Q1 2026 |
|
FICO
|
Fair, Isaac Corp. | Valley Forge Capital Lindsell Train Ltd Akre Capital Management | 821.3M 266.3M 388.3M | 24.33% 8.49% 6.33% | Q1 2026 Q1 2026 Q1 2026 |
|
CRS
|
Carpenter Technology Corp. | Lone Pine Capital Third Point | 716.5M 122.2M | 5.71% 5.87% | Q1 2026 Q1 2026 |
|
OXY
|
Occidental Petroleum Corp. | Chou Associates Berkshire Hathaway | 20.3M 17.2B | 9.68% 6.55% | Q1 2026 Q1 2026 |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | Punch Card Management Greenlea Lane Capital | 46.3M 38.6M | 17.11% 11.20% | Q1 2026 Q1 2026 |
|
CSGP
|
Costar Group, Inc. | Akre Capital Management ShawSpring Partners | 417.4M 13.7M | 6.80% 5.11% | Q1 2026 Q1 2026 |
|
INTU
|
Intuit Inc | Lindsell Train Ltd ShawSpring Partners | 317.2M 17.7M | 10.11% 6.61% | Q1 2026 Q1 2026 |
|
KKR
|
KKR & Co. Inc. | Akre Capital Management ValueAct Holdings | 621.4M 303.4M | 10.13% 5.31% | Q1 2026 Q1 2026 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | ShawSpring Partners Appaloosa Management | 36.4M 434.7M | 13.61% 7.33% | Q1 2026 Q1 2026 |
|
VST
|
Vistra Corp | Lone Pine Capital Appaloosa Management | 930.2M 304.0M | 7.42% 5.12% | Q1 2026 Q1 2026 |
|
CPNG
|
Coupang Inc - Class A | ShawSpring Partners Abrams Capital | 17.1M 245.8M | 6.39% 5.30% | Q1 2026 Q1 2026 |
|
PYPL
|
PayPal Holdings Inc | Punch Card Management Lindsell Train Ltd | 28.4M 189.0M | 10.51% 6.03% | Q1 2026 Q1 2026 |
|
AXP
|
American Express Co. | Berkshire Hathaway Aquamarine Capital | 45.9B 19.7K | 17.43% 14.53% | Q1 2026 Q1 2026 |
|
TSLA
|
Tesla Inc | H&H International Investment Greenlea Lane Capital | 1.3B 20.3M | 6.34% 5.91% | Q1 2026 Q1 2026 |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | Sequoia Fund ShawSpring Partners | 455.5M 17.3M | 7.56% 6.45% | Q1 2026 Q1 2026 |
|
TPX
|
Tempur Sealy International Inc | Abrams Capital Third Point | 428.6M 167.9M | 9.24% 8.06% | Q1 2026 Q1 2026 |
|
CVNA
|
Carvana Co. - Class A | RV Capital GmbH Aspex Management | 118.8M 571.9K | 31.05% 8.29% | Q1 2026 Q1 2026 |
|
SE
|
Sea Ltd - ADR | Aspex Management Tiger Global Management | 403.3K 1.3B | 5.85% 5.59% | Q1 2026 Q1 2026 |
|
DHR
|
Danaher Corp. | Dorsey Asset Management Weitz Investment Management | 110.0M 90.6M | 8.76% 6.32% | Q1 2026 Q1 2026 |
|
LAD
|
Lithia Motors, Inc. - Class A | Abrams Capital Conifer Management | 621.9M 52.9M | 13.41% 10.11% | Q1 2026 Q1 2026 |
|
ICE
|
Intercontinental Exchange Inc | Sequoia Fund AKO Capital | 415.1M 293.7K | 6.89% 5.75% | Q1 2026 Q1 2026 |
|
RACE
|
Ferrari N.V. | Aquamarine Capital AKO Capital | 10.0K 310.8K | 7.40% 6.08% | Q1 2026 Q1 2026 |
|
CP
|
Canadian Pacific Railway Ltd | Causeway Capital Management TCI Fund Management | 689.9M 3.7B | 8.47% 8.10% | Q1 2026 Q1 2026 |
|
IBKR
|
Interactive Brokers Group Inc - Class A | RV Capital GmbH Cantillon Capital Management | 51.1M 754.3M | 13.36% 5.01% | Q1 2026 Q1 2026 |
|
ANTM
|
Anthem Inc | Brave Warrior Advisors Sequoia Fund | 328.6M 406.3M | 8.13% 6.74% | Q1 2026 Q1 2026 |