Superinvestors: what Buffett, Ackman and others hold, from the 13F
What well-known investors – Warren Buffett, Bill Ackman, Li Lu, Seth Klarman, Stanley Druckenmiller and more – hold and buy, from their 13F reports to the SEC, with each position's weight and the quarter's change.
- Berkshire Hathaway – Warren Buffett: AAPL, AXP, KO
- Dodge & Cox – Dodge & Cox: JCI, SCHW, RTX
- First Eagle – First Eagle: GOOG, BDX, META
- Coatue – Philippe Laffont: TSM, LRCX, MU
- Viking Global – Andreas Halvorsen: V, TSM, APD
- Gates Foundation Trust – Bill & Melinda Gates: BRK-B, CAT, CNI
- Bridgewater Associates – Ray Dalio: SPY, IVV, NVDA
- Tiger Global – Chase Coleman: TSM, AMZN, NVDA
- Lone Pine Capital – Stephen Mandel: NBIS, ASML, SEAGATE TECHNOLOGY HLDNGS PL
- ARK Invest – Cathie Wood: TSLA, AMD, SPCX
- Elliott Management – Paul Singer: TFPM, PSX, SU
- Pershing Square – Bill Ackman: BN, AMZN, UBER
- Fundsmith – Terry Smith: MAR, SYK, WAT
- Markel Group – Tom Gayner: GOOG, BRK-A, BRK-B
- Polen Capital – Polen Capital: LLY, NVDA, MSFT
- Altimeter Capital – Brad Gerstner: NVDA, CBRS, META
- Egerton Capital – John Armitage: V, AMZN, APH
- Gardner Russo & Quinn – Tom Russo: GOOG, BRK-A, PM
- Icahn Enterprises – Carl Icahn: IEP, CVI, UAN
- Appaloosa – David Tepper: AMZN, MU, TSM
- Ruane, Cunniff & Goldfarb – Sequoia Fund: GOOGL, TSM, FWONK
- Soros Fund Management – George Soros: AMZN, TSM, GOOGL
- ValueAct – Mason Morfit: V, AMZN, RKT
- Akre Capital – Chuck Akre: MA, MCO, BN
- Glenview Capital – Larry Robbins: GPN, CVS, THC
- Third Point – Dan Loeb: WARNER BROS DISCOVERY INC, AMZN, GOOGL
- Trian Partners – Nelson Peltz: GE, Janus Henderson Group plc, SOLV
- Oaktree Capital – Howard Marks: TRMD, EXE, GTX
- Himalaya Capital – Li Lu: GOOGL, GOOG, PDD
- Giverny Capital – François Rochon: GOOG, HEI-A, META
- Weitz Investment – Wally Weitz: BRK-B, GOOG, DHR
- Tweedy, Browne – Tweedy, Browne: CNH, IONS, KOF
- Wedgewood Partners – David Rolfe: TSM, GOOGL, META
- Dalal Street (Pabrai) – Mohnish Pabrai: HCC, RIG, AMR
- Daily Journal – Charlie Munger: WFC, BAC, BABA
- Baupost Group – Seth Klarman: AMZN, ELV, QSR
- Duquesne Family Office – Stanley Druckenmiller: NTRA, TSM, STM
Most held
- GOOGL – 22
- AMZN – 21
- META – 21
- TSM – 19
- MSFT – 18
- GOOG – 17
- V – 16
- BRK-B – 12
- NVDA – 11
- AAPL – 11
- UBER – 10
- DIS – 10
- MA – 9
- AXP – 9
- SPCX – 9