97 investors. One quarter. Every position they just reported.

Each holding checked against a first-principles valuation.

SEC 13F holdings from the 97 superinvestors we track, aggregated by CUSIP. Source: SEC EDGAR.

See per-stock valuation

Consensus stocks1230

10Y Treasury4.55%as of 2026-07-17

Super investors

Read their holdings, not their tweets

Every quarter-end, a 13F forces these managers to disclose each share they own. We archive it quarter by quarter, so you watch the long position instead of the day's noise.

Browse all investors

Warren Buffett$263.10B Dodge & Cox$181.98B Bill Nygren$74.88B Chris Hohn$45.17B Jeremy Grantham$39.10B Andreas Halvorsen$35.75B Bill Gates$31.67B Richard Pzena$30.80B Ravenel Boykin Curry$29.82B Chase Coleman$22.85B Ray Dalio$22.40B Christopher Davis$21.78B

Cross-fund consensus

How many managers sit at the same table

See consensus holdings

Microsoft CorpMSFT	45Funds holding
Alphabet Inc-Cl AGOOGL	43Funds holding
Amazon.Com IncAMZN	39Funds holding
Alphabet Inc-Cl CGOOG	37Funds holding
Meta Platforms Inc-Class AMETA	32Funds holding
Visa Inc-Class A SharesV	30Funds holding

Valuation

Pay only for earnings and assets already proven

We value every holding on proven earnings and assets. No growth story you have to believe.

See the most-held stocks

18 in the strike zone nowMargin

PDD	$66–$476	−76%
HRMY	$24–$176	−75%
AMPY	$11–$14	−67%

Trading below our conservative value band, ranked by margin of safety. An observation, not advice.

Built on primary sources

Every position traces back to a 13F filing on SEC EDGAR, tracked quarter over quarter with no third-party retelling in between. Valuation stacks three conservative methods on top, paying only for earnings power and assets already proven, never for a story or a forecast.

Data source

SEC EDGAR · Primary source

Disclosure lag

45-day filing lag

Stance

No recommendations, no forecasts

In their words

Price is what you pay. Value is what you get.
Warren Buffett · Berkshire Hathaway

“In the short run the market is a voting machine; in the long run, a weighing machine.”

Benjamin Graham

“The big money is not in the buying and selling, but in the waiting.”

Charlie Munger

Learn

Learn to read businesses, not tickers

How to Read a 13F

What a 13F filing is, what it tells you about an investor's portfolio, and what it leaves out. A plain guide to reading one.

What Is a Superinvestor?

Where the word comes from, the Graham-to-Buffett value-investing tradition behind it, and what these investors have in common: temperament, patience, and compounding.

What Is a Stock Actually Worth?

Intrinsic value is the one idea underneath all of value investing. What it actually means, why it can't be calculated to a number, and how Graham, Buffett, Li Lu, and Duan Yongping each sharpened it.

All guides →

Start with any investor, any stock.

The roster has every investor we track; the screener has each stock's conservative value band.

Open the investor list→