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 Greenlea Lane Capital Pershing Square ShawSpring Partners Appaloosa Management ValueAct Holdings Tiger Global Management Third Point AKO Capital Wedgewood Partners Baillie Gifford | 1.4B 66.8M 2.4B 37.4M 1.2B 701.1M 2.3B 417.1M 272.1K 32.3M 6.4B | 32.21% 18.35% 17.39% 16.13% 15.43% 12.44% 9.62% 8.91% 6.34% 6.66% 5.82% | Q2 2026 Q2 2026 Q1 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 |
|
V
|
Visa Inc - Class A | TCI Fund Management ValueAct Holdings AKO Capital Akre Capital Management AltaRock Partners Viking Global Investors Wedgewood Partners Weitz Investment Management Fundsmith LLP Valley Forge Capital | 10.5B 794.7M 338.0K 381.1M 287.0M 2.2B 30.6M 91.0M 693.0M 158.8M | 19.83% 14.10% 7.87% 7.44% 6.77% 6.25% 6.32% 6.30% 5.08% 5.10% | Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 |
|
GOOGL
|
Alphabet Inc - Class A | Himalaya Capital Lindsell Train Ltd Sequoia Fund Berkshire Hathaway Cantillon Capital Management Greenlea Lane Capital Wedgewood Partners Abrams Capital Tiger Global Management Third Point | 908.9M 459.9M 712.7M 28.2B 61.1M 35.7M 45.5M 489.8M 2.1B 366.3M | 24.55% 17.49% 11.09% 9.41% 9.19% 9.82% 9.39% 8.94% 8.65% 7.83% | Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 |
|
GOOG
|
Alphabet Inc - Class C | Himalaya Capital Chou Associates Appaloosa Management Markel Corp TCI Fund Management Weitz Investment Management Sequoia Fund | 866.1M 25.6M 653.7M 971.6M 3.5B 94.7M 326.8M | 23.39% 11.81% 8.46% 7.40% 6.65% 6.56% 5.08% | Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | Aquamarine Capital H&H International Investment Himalaya Capital Weitz Investment Management Yacktman Asset Management Markel Corp | 48.8K 4.6B 554.6M 135.9M 581.2M 766.6M | 33.89% 24.18% 14.98% 9.41% 7.19% 5.84% | Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | Punch Card Management Chou Associates First Manhattan Co. Aquamarine Capital Greenlea Lane Capital Markel Corp | 108.6M 64.4M 10.3B 22.5K 47.2M 834.2M | 42.42% 29.73% 26.34% 15.59% 12.95% 6.35% | Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 |
|
FB
|
Meta Platforms Inc - Class A | RV Capital GmbH Pershing Square ValueAct Holdings Wedgewood Partners Dorsey Asset Management Tiger Global Management | 78.3M 1.5B 515.8M 43.1M 112.6M 1.6B | 20.45% 11.10% 9.15% 8.89% 7.21% 6.63% | Q2 2026 Q1 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 |
|
MSFT
|
Microsoft Corporation | AltaRock Partners Pershing Square ShawSpring Partners Wedgewood Partners AKO Capital | 870.8M 2.1B 17.0M 33.4M 234.3K | 20.54% 15.26% 7.31% 6.89% 5.46% | Q2 2026 Q1 2026 Q2 2026 Q2 2026 Q2 2026 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Appaloosa Management Wedgewood Partners Tiger Global Management Cantillon Capital Management Sequoia Fund | 788.0M 50.4M 2.3B 54.8M 560.1M | 10.20% 10.40% 9.72% 8.24% 8.71% | Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 |
|
MA
|
Mastercard Incorporated - Class A | Akre Capital Management Valley Forge Capital Aquamarine Capital AltaRock Partners Weitz Investment Management | 1.0B 547.5M 20.5K 392.7M 74.7M | 19.95% 17.57% 14.26% 9.26% 5.17% | Q2 2026 Q2 2026 Q2 2026 Q2 2026 Q2 2026 |
|
MCO
|
Moody`s Corp. | Valley Forge Capital TCI Fund Management Akre Capital Management Aquamarine Capital | 596.6M 6.5B 524.0M 12.2K | 19.14% 12.30% 10.23% 8.49% | Q2 2026 Q2 2026 Q2 2026 Q2 2026 |
|
AAPL
|
Apple Inc | H&H International Investment Berkshire Hathaway Wedgewood Partners Chou Associates | 7.8B 66.0B 37.8M 11.6M | 41.05% 22.04% 7.81% 5.34% | Q2 2026 Q2 2026 Q2 2026 Q2 2026 |
|
NVDA
|
NVIDIA Corp | Scion Asset Management Tiger Global Management Baillie Gifford H&H International Investment | 186.6M 2.2B 8.4B 1.3B | 13.51% 9.34% 7.60% 6.58% | Q3 2025 Q2 2026 Q2 2026 Q2 2026 |
|
ASML
|
ASML Holding NV - New York Shares | Dorsey Asset Management Valley Forge Capital Lone Pine Capital | 259.4M 340.4M 1.1B | 16.61% 10.92% 6.92% | Q2 2026 Q2 2026 Q2 2026 |
|
UBER
|
Uber Technologies Inc | Pershing Square Dorsey Asset Management Appaloosa Management | 2.2B 127.1M 555.2M | 15.71% 8.14% 7.19% | Q1 2026 Q2 2026 Q2 2026 |
|
FICO
|
Fair, Isaac Corp. | Valley Forge Capital Lindsell Train Ltd Akre Capital Management | 803.1M 270.2M 432.3M | 25.77% 10.28% 8.44% | Q2 2026 Q2 2026 Q2 2026 |
|
PDD
|
Pinduoduo Inc - ADR | Himalaya Capital Punch Card Management H&H International Investment | 820.9M 31.7M 1.9B | 22.17% 12.37% 9.99% | Q2 2026 Q2 2026 Q2 2026 |
|
GE
|
General Electric Co. | Trian Fund Management TCI Fund Management AKO Capital | 1.5B 17.7B 288.3K | 35.61% 33.59% 6.72% | Q2 2026 Q2 2026 Q2 2026 |
|
SPGI
|
S&P Global Inc | Valley Forge Capital TCI Fund Management Dorsey Asset Management | 620.7M 5.7B 128.9M | 19.92% 10.87% 8.25% | Q2 2026 Q2 2026 Q2 2026 |
|
DHR
|
Danaher Corp. | Dorsey Asset Management Weitz Investment Management | 119.3M 93.2M | 7.64% 6.46% | Q2 2026 Q2 2026 |
|
ICLR
|
Icon Plc | Brave Warrior Advisors Sequoia Fund | 547.8M 355.8M | 11.94% 5.54% | Q2 2026 Q2 2026 |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | Greenlea Lane Capital Punch Card Management | 38.6M 18.9M | 10.59% 7.39% | Q2 2026 Q2 2026 |
|
KKR
|
KKR & Co. Inc. | Akre Capital Management ValueAct Holdings | 457.2M 326.6M | 8.93% 5.80% | Q2 2026 Q2 2026 |
|
TSLA
|
Tesla Inc | H&H International Investment Greenlea Lane Capital | 1.4B 19.9M | 7.44% 5.47% | Q2 2026 Q2 2026 |
|
PYPL
|
PayPal Holdings Inc | Punch Card Management Lindsell Train Ltd | 27.2M 136.6M | 10.61% 5.19% | Q2 2026 Q2 2026 |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | Sequoia Fund ShawSpring Partners | 497.0M 16.3M | 7.73% 7.00% | Q2 2026 Q2 2026 |
|
AXP
|
American Express Co. | Berkshire Hathaway Aquamarine Capital | 51.3B 22.0K | 17.14% 15.26% | Q2 2026 Q2 2026 |
|
CP
|
Canadian Pacific Railway Ltd | TCI Fund Management Causeway Capital Management | 3.9B 581.7M | 7.44% 6.30% | Q2 2026 Q2 2026 |
|
AMAT
|
Applied Materials Inc. | Cantillon Capital Management Lone Pine Capital | 36.3M 873.2M | 5.45% 5.34% | Q2 2026 Q2 2026 |
|
IBKR
|
Interactive Brokers Group Inc - Class A | RV Capital GmbH Cantillon Capital Management | 48.8M 45.1M | 12.75% 6.78% | Q2 2026 Q2 2026 |
|
CVNA
|
Carvana Co. - Class A | RV Capital GmbH Aspex Management | 116.1M 716.9K | 30.31% 8.06% | Q2 2026 Q2 2026 |
|
CPNG
|
Coupang Inc - Class A | Aspex Management ShawSpring Partners | 660.6K 16.0M | 7.43% 6.89% | Q2 2026 Q2 2026 |
|
SE
|
Sea Ltd - ADR | Aspex Management Tiger Global Management | 466.7K 1.2B | 5.25% 5.02% | Q2 2026 Q2 2026 |
|
ANTM
|
Anthem Inc | Brave Warrior Advisors Sequoia Fund | 377.8M 378.8M | 8.23% 5.89% | Q2 2026 Q2 2026 |
|
ADI
|
Analog Devices Inc. | AKO Capital Cantillon Capital Management | 245.0K 35.0M | 5.71% 5.26% | Q2 2026 Q2 2026 |
|
RACE
|
Ferrari N.V. | AKO Capital Aquamarine Capital | 328.9K 11.1K | 7.66% 7.71% | Q2 2026 Q2 2026 |