Compounder

COMPOUNDER

“Price is what you pay. Value is what you get.”

— Warren Buffett

As of 2026-03-31 · 34 investors · Source: SEC 13F

Notable moves this quarter

Most bought

Microsoft Corp8 investors$7.53B
Sunbelt Rentals Holdings Inc6 investors$4.44B
Alphabet Inc-Cl C5 investors$4.97B
Berkshire Hathaway Inc-Cl B5 investors$4.73B
Meta Platforms Inc-Class A5 investors$419.5M
Alphabet Inc-Cl A4 investors$17.09B

Most sold

Alphabet Inc-Cl C11 investors$6.49B
Visa Inc-Class A Shares10 investors$2.77B
Alphabet Inc-Cl A9 investors$6.49B
Meta Platforms Inc-Class A7 investors$5.63B
Microsoft Corp7 investors$2.87B
Bank Of America Corp6 investors$26.21B

Consensus holdings

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Alphabet Inc-Cl C16$12.25B
Alphabet Inc-Cl A15$23.75B
Berkshire Hathaway Inc-Cl B14$14.44B
Microsoft Corp13$10.40B
Visa Inc-Class A Shares12$12.50B
Meta Platforms Inc-Class A12$6.20B
Moody'S Corp11$18.29B
Amazon.Com Inc11$9.81B

Investors

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Warren BuffettApple Inc29$263.10B
Dodge & CoxJohnson Controls International Plc222$181.98B
Bill NygrenSalesforce Inc158$75.03B
Chris HohnGe Aerospace10$45.17B
Bill GatesBerkshire Hathaway Inc Del22$31.67B
Duan YongpingApple Inc19$20.00B
Polen CapitalMicrosoft Corp221$14.46B
Bill AckmanBrookfield Corp11$13.71B

Macro snapshot

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Reference Rates and Funding Conditions+0.0 bps
Repo Financing$3.2 trillion
Auction Calendar and Auction RiskHigh

Sources: SEC EDGAR 13F quarterly filings, NY Fed. Holdings data has a 45-day lag and is for reference only.