Superinvestor Picks

What the 31 investors followed here agree on, and what they bought and sold, from each one's latest 13F against the one before it (mostly the quarter to Jun 30, 2026). Only a position that matters to the manager counts: a holding of at least 1% of their reported book, a trade that moved at least half a per cent.

Held by the most managers

Counted where it is at least 1% of the manager's book; value is theirs combined.

Source: the managers' own quarterly 13F filings. A 13F shows long US positions at the quarter end, filed up to 45 days later, so every one of these trades is at least six weeks old when it becomes public, and none says what price was paid. Securities are grouped by CUSIP, so a company without a page here still counts; where it has one, its name links to it.

Related datasets

Whale MovesAnyone crossing five per cent, and whether they want a say.Institutional HoldingsWhich funds own these companies, and what they changed.SectorsEvery company by sector and industry, with valuations.Stock ScreensPiotroski, Graham, dividend records and most shorted.

Company	Managers	Value	Largest holders
Amazon.com IncAMZN Pershing Square Capital Management, L.P. 17.4%, Baupost Group Llc/Ma 16.5%, Appaloosa LP 16.0% +17	20	$29.4B	Pershing Square Capital Management, L.P. 17.4%, Baupost Group Llc/Ma 16.5%, Appaloosa LP 16.0% +17
NVIDIA CorpNVDA Altimeter Capital Management, LP 19.2%, Tiger Global Management LLC 9.3%, Polen Capital Management LLC 6.9% +11	14	$28.6B	Altimeter Capital Management, LP 19.2%, Tiger Global Management LLC 9.3%, Polen Capital Management LLC 6.9% +11
Alphabet IncGOOGL Himalaya Capital Management LLC 24.5%, Berkshire Hathaway Inc 9.4%, Tiger Global Management LLC 8.7% +9	12	$45.9B	Himalaya Capital Management LLC 24.5%, Berkshire Hathaway Inc 9.4%, Tiger Global Management LLC 8.7% +9
Taiwan Semiconductor Manufacturing Co LtdTSM Appaloosa LP 10.5%, Tiger Global Management LLC 9.7%, Coatue Management LLC 8.8% +9	12	$14.7B	Appaloosa LP 10.5%, Tiger Global Management LLC 9.7%, Coatue Management LLC 8.8% +9
Microsoft CorpMSFT Pershing Square Capital Management, L.P. 15.3%, Polen Capital Management LLC 6.7%, Altimeter Capital Management, LP 4.8% +7	10	$16.7B	Pershing Square Capital Management, L.P. 15.3%, Polen Capital Management LLC 6.7%, Altimeter Capital Management, LP 4.8% +7
Meta Platforms IncMETA Pershing Square Capital Management, L.P. 11.1%, Altimeter Capital Management, LP 7.8%, Tiger Global Management LLC 6.6% +7	10	$14.2B	Pershing Square Capital Management, L.P. 11.1%, Altimeter Capital Management, LP 7.8%, Tiger Global Management LLC 6.6% +7
Advanced Micro Devices IncAMD Whale Rock Capital Management LLC 7.0%, ARK Investment Management LLC 5.3%, Marshall Wace, LLP 1.9% +5	8	$11.2B	Whale Rock Capital Management LLC 7.0%, ARK Investment Management LLC 5.3%, Marshall Wace, LLP 1.9% +5
Alphabet IncGOOG Himalaya Capital Management LLC 23.4%, Baupost Group Llc/Ma 9.0%, Appaloosa LP 8.7% +4	7	$20.4B	Himalaya Capital Management LLC 23.4%, Baupost Group Llc/Ma 9.0%, Appaloosa LP 8.7% +4
Lam Research CorpLRCX Coatue Management LLC 8.4%, Tiger Global Management LLC 5.7%, Polen Capital Management LLC 3.2% +4	7	$9.6B	Coatue Management LLC 8.4%, Tiger Global Management LLC 5.7%, Polen Capital Management LLC 3.2% +4
Apple IncAAPL Berkshire Hathaway Inc 22.0%, Marshall Wace, LLP 2.2%, Soros Fund Management LLC 2.0% +3	6	$79.6B	Berkshire Hathaway Inc 22.0%, Marshall Wace, LLP 2.2%, Soros Fund Management LLC 2.0% +3
Micron Technology IncMU Appaloosa LP 15.1%, Coatue Management LLC 7.5%, Altimeter Capital Management, LP 2.5% +2	5	$14.5B	Appaloosa LP 15.1%, Coatue Management LLC 7.5%, Altimeter Capital Management, LP 2.5% +2
Seagate Technology HLDNGS PL Lone Pine Capital LLC 5.9%, Duquesne Family Office LLC 2.7%, Point72 Asset Management, L.P. 1.2% +2	5	$7.2B	Lone Pine Capital LLC 5.9%, Duquesne Family Office LLC 2.7%, Point72 Asset Management, L.P. 1.2% +2
Visa IncV Akre Capital Management LLC 7.5%, Viking Global Investors LP 6.3%, Polen Capital Management LLC 5.3% +2	5	$6.5B	Akre Capital Management LLC 7.5%, Viking Global Investors LP 6.3%, Polen Capital Management LLC 5.3% +2
Asml HLDG NV Lone Pine Capital LLC 6.9%, Point72 Asset Management, L.P. 1.7%, Appaloosa LP 1.3% +2	5	$5B	Lone Pine Capital LLC 6.9%, Point72 Asset Management, L.P. 1.7%, Appaloosa LP 1.3% +2
Broadcom IncAVGO Polen Capital Management LLC 6.4%, Coatue Management LLC 4.5%, Tiger Global Management LLC 2.8% +1	4	$10.6B	Polen Capital Management LLC 6.4%, Coatue Management LLC 4.5%, Tiger Global Management LLC 2.8% +1
Space Exploration Technologies CorpSPCX Coatue Management LLC 6.5%, ARK Investment Management LLC 5.0%, Altimeter Capital Management, LP 3.1% +1	4	$9.7B	Coatue Management LLC 6.5%, ARK Investment Management LLC 5.0%, Altimeter Capital Management, LP 3.1% +1
Applied Materials IncAMAT Coatue Management LLC 6.3%, Lone Pine Capital LLC 5.3%, Tiger Global Management LLC 4.9% +1	4	$8.3B	Coatue Management LLC 6.3%, Lone Pine Capital LLC 5.3%, Tiger Global Management LLC 4.9% +1
Cerebras Systems Inc Altimeter Capital Management, LP 16.2%, Coatue Management LLC 3.2%, Tiger Global Management LLC 2.8% +1	4	$4.4B	Altimeter Capital Management, LP 16.2%, Coatue Management LLC 3.2%, Tiger Global Management LLC 2.8% +1
Union Pacific CorpUNP Baupost Group Llc/Ma 6.0%, Third Point LLC 2.0%, Viking Global Investors LP 1.6% +1	4	$3.1B	Baupost Group Llc/Ma 6.0%, Third Point LLC 2.0%, Viking Global Investors LP 1.6% +1
Berkshire Hathaway IncBRK.B Gates Foundation Trust 21.4%, Himalaya Capital Management LLC 15.0%, Fairholme Capital Management LLC 3.0%	3	$12.4B	Gates Foundation Trust 21.4%, Himalaya Capital Management LLC 15.0%, Fairholme Capital Management LLC 3.0%
Delta Air Lines IncDAL Harris Associates L P 2.2%, Berkshire Hathaway Inc 1.8%, Duquesne Family Office LLC 1.3%	3	$7.9B	Harris Associates L P 2.2%, Berkshire Hathaway Inc 1.8%, Duquesne Family Office LLC 1.3%
Intel CorpINTC Coatue Management LLC 3.5%, Tiger Global Management LLC 2.5%, Renaissance Technologies LLC 1.4%	3	$7.6B	Coatue Management LLC 3.5%, Tiger Global Management LLC 2.5%, Renaissance Technologies LLC 1.4%
GE Vernova IncGEV Coatue Management LLC 6.2%, Tiger Global Management LLC 3.9%, Polen Capital Management LLC 2.0%	3	$6.3B	Coatue Management LLC 6.2%, Tiger Global Management LLC 3.9%, Polen Capital Management LLC 2.0%
Airbnb IncABNB Harris Associates L P 3.6%, Akre Capital Management LLC 3.3%, Polen Capital Management LLC 2.0%	3	$6.1B	Harris Associates L P 3.6%, Akre Capital Management LLC 3.3%, Polen Capital Management LLC 2.0%
Uber Technologies IncUBER Pershing Square Capital Management, L.P. 15.7%, Appaloosa LP 7.4%, Altimeter Capital Management, LP 5.4%	3	$4.2B	Pershing Square Capital Management, L.P. 15.7%, Appaloosa LP 7.4%, Altimeter Capital Management, LP 5.4%
Snowflake IncSNOW Altimeter Capital Management, LP 5.0%, Whale Rock Capital Management LLC 1.8%, Point72 Asset Management, L.P. 1.1%	3	$4B	Altimeter Capital Management, LP 5.0%, Whale Rock Capital Management LLC 1.8%, Point72 Asset Management, L.P. 1.1%
Sea LtdSE Tiger Global Management LLC 5.0%, Duquesne Family Office LLC 2.4%, Viking Global Investors LP 1.5%	3	$3.2B	Tiger Global Management LLC 5.0%, Duquesne Family Office LLC 2.4%, Viking Global Investors LP 1.5%
Natera IncNTRA Duquesne Family Office LLC 19.9%, Coatue Management LLC 1.4%, ARK Investment Management LLC 1.2%	3	$3B	Duquesne Family Office LLC 19.9%, Coatue Management LLC 1.4%, ARK Investment Management LLC 1.2%
Carvana CoCVNA Lone Pine Capital LLC 4.2%, Viking Global Investors LP 2.3%, Whale Rock Capital Management LLC 2.3%	3	$2.7B	Lone Pine Capital LLC 4.2%, Viking Global Investors LP 2.3%, Whale Rock Capital Management LLC 2.3%
Hut 8 Corp Lone Pine Capital LLC 4.1%, Third Point LLC 3.3%, Coatue Management LLC 2.3%	3	$2.5B	Lone Pine Capital LLC 4.1%, Third Point LLC 3.3%, Coatue Management LLC 2.3%
TTM Technologies Inc Whale Rock Capital Management LLC 6.4%, Lone Pine Capital LLC 3.1%, Third Point LLC 2.0%	3	$2B	Whale Rock Capital Management LLC 6.4%, Lone Pine Capital LLC 3.1%, Third Point LLC 2.0%
Applovin CorpAPP Lone Pine Capital LLC 3.3%, Whale Rock Capital Management LLC 1.9%, Coatue Management LLC 1.2%	3	$1.8B	Lone Pine Capital LLC 3.3%, Whale Rock Capital Management LLC 1.9%, Coatue Management LLC 1.2%
Block IncXYZ Third Point LLC 4.2%, ARK Investment Management LLC 1.5%, Tiger Global Management LLC 1.5%	3	$1.7B	Third Point LLC 4.2%, ARK Investment Management LLC 1.5%, Tiger Global Management LLC 1.5%
CoreWeave IncCRWV Altimeter Capital Management, LP 6.2%, ARK Investment Management LLC 1.7%, Appaloosa LP 1.4%	3	$1.5B	Altimeter Capital Management, LP 6.2%, ARK Investment Management LLC 1.7%, Appaloosa LP 1.4%
Bank of America CorpBAC Berkshire Hathaway Inc 9.2%, Harris Associates L P 1.8%	2	$31.1B	Berkshire Hathaway Inc 9.2%, Harris Associates L P 1.8%
Moody's CorpMCO Akre Capital Management LLC 10.3%, Berkshire Hathaway Inc 3.7%	2	$12.5B	Akre Capital Management LLC 10.3%, Berkshire Hathaway Inc 3.7%
Tesla IncTSLA ARK Investment Management LLC 7.5%, D. E. Shaw & Co., Inc. 1.1%	2	$8B	ARK Investment Management LLC 7.5%, D. E. Shaw & Co., Inc. 1.1%
Capital One Financial CorpCOF Third Point LLC 3.6%, Harris Associates L P 3.1%	2	$7B	Third Point LLC 3.6%, Harris Associates L P 3.1%
Sandisk CorpSNDK Whale Rock Capital Management LLC 10.9%, Duquesne Family Office LLC 1.8%	2	$5.8B	Whale Rock Capital Management LLC 10.9%, Duquesne Family Office LLC 1.8%
Mastercard IncMA Akre Capital Management LLC 20.0%, Polen Capital Management LLC 5.1%	2	$5.6B	Akre Capital Management LLC 20.0%, Polen Capital Management LLC 5.1%
Charles Schwab CorpSCHW Harris Associates L P 3.0%, Viking Global Investors LP 2.8%	2	$5.6B	Harris Associates L P 3.0%, Viking Global Investors LP 2.8%
Warner Bros Discovery IncWBD Third Point LLC 11.5%, Millennium Management LLC 1.0%	2	$4.9B	Third Point LLC 11.5%, Millennium Management LLC 1.0%
Home Depot IncHD Lone Pine Capital LLC 5.6%, Gates Foundation Trust 1.0%	2	$4.6B	Lone Pine Capital LLC 5.6%, Gates Foundation Trust 1.0%
General Motors CoGM Harris Associates L P 1.4%, Viking Global Investors LP 1.1%	2	$4.6B	Harris Associates L P 1.4%, Viking Global Investors LP 1.1%
Norfolk Southern CorpNSC Third Point LLC 4.1%, Millennium Management LLC 1.1%	2	$3.5B	Third Point LLC 4.1%, Millennium Management LLC 1.1%
Equinix IncEQIX Coatue Management LLC 2.7%, Elliott Investment Management L.P. 1.1%	2	$3.4B	Coatue Management LLC 2.7%, Elliott Investment Management L.P. 1.1%
Salesforce IncCRM Harris Associates L P 3.4%, Akre Capital Management LLC 2.2%	2	$3.4B	Harris Associates L P 3.4%, Akre Capital Management LLC 2.2%
Elevance Health IncELV Baupost Group Llc/Ma 9.1%, Harris Associates L P 2.5%	2	$3.4B	Baupost Group Llc/Ma 9.1%, Harris Associates L P 2.5%
FedEx CorpFDX Gates Foundation Trust 2.2%, Viking Global Investors LP 1.9%	2	$3.2B	Gates Foundation Trust 2.2%, Viking Global Investors LP 1.9%
Brookfield Corporation Class A Limited Voting SharesBN Pershing Square Capital Management, L.P. 17.6%, Akre Capital Management LLC 10.1%	2	$3.2B	Pershing Square Capital Management, L.P. 17.6%, Akre Capital Management LLC 10.1%