Cross-fund consensus · SEC 13F
Consensus holdings
13F, up to 45-day lag
Stocks held by the most superinvestors, ranked by holder count.
Note: Michael Burry (as of 2025-09-30) counted per their latest filing; excluded from QoQ deltas.
Among 76 superinvestors tracked, GOOGL is the most widely held — in 34 portfolios (+2 vs last quarter). The top 5 consensus names appear in 155 portfolios combined.
- 1Alphabet Inc-Cl AGOOGL7.6% of aggregate34+2
- 2Microsoft CorpMSFT3.3% of aggregate32−2
- 3Amazon.Com IncAMZN3.9% of aggregate31+1
- 4Alphabet Inc-Cl CGOOG3.7% of aggregate31+2
- 5Meta Platforms Inc-Class AMETA2.6% of aggregate27+4
- 6Visa Inc-Class A SharesV4.1% of aggregate26—
- 7Berkshire Hathaway Inc-Cl BBRK.B3.6% of aggregate22+1
- 8Apple IncAAPL15.5% of aggregate21+3
- 9Taiwan Semiconductor-Sp AdrTSM1.6% of aggregate21+2
- 10Walt Disney Co/TheDIS0.6% of aggregate20—
- 11Mastercard Inc - AMA1.0% of aggregate18+1
- 12Nvidia CorpNVDA1.8% of aggregate17+2
- 13Bank Of America CorpBAC6.2% of aggregate16—
- 14Moody's CorpMCO4.5% of aggregate16+1
- 15Capital One Financial CorpCOF2.1% of aggregate15−3
- 16Wells Fargo & CoWFC1.2% of aggregate15+1
- 17Unitedhealth Group IncUNH0.9% of aggregate14−3
- 18Berkshire Hathaway Inc-Cl ABRK.A0.7% of aggregate14holders
- 19American Express CoAXP10.7% of aggregate13—
- 20S&P Global IncSPGI1.8% of aggregate13+2
- 21Jpmorgan Chase & CoJPM0.3% of aggregate13holders
- 22Cvs Health CorpCVS1.4% of aggregate12+2
- 23Comcast Corp-Class ACMCSA1.0% of aggregate12+1
- 24Uber Technologies IncUBER0.9% of aggregate12+2
- 25Chevron CorpCVX4.1% of aggregate11+3
- 26Schwab (Charles) CorpSCHW2.7% of aggregate11—
- 27Fedex CorpFDX1.2% of aggregate11+2
- 28Aon Plc-Class AAON1.0% of aggregate11—
- 29Broadcom IncAVGO0.9% of aggregate11+2
- 30Elevance Health IncELV0.7% of aggregate11+1
- 31Thermo Fisher Scientific IncTMO0.4% of aggregate11−2
- 32Johnson & JohnsonJNJ0.2% of aggregate11+1
- 33Ferguson Enterprises IncFERG0.4% of aggregate10+1
- 34Adobe IncADBE0.3% of aggregate10+3
- 35Mercadolibre IncMELI0.2% of aggregate10+4
- 36Pepsico IncPEP0.1% of aggregate10—
- 37Danaher CorpDHR0.1% of aggregate10+1
- 38Sunbelt Rentals Holdings IncSUNB1.3% of aggregate9+9
- 39Coupang IncCPNG0.7% of aggregate9+2
- 40Citigroup IncC0.7% of aggregate9—
- 41Applied Materials IncAMAT0.5% of aggregate9—
- 42Analog Devices IncADI0.5% of aggregate9+1
- 43Alibaba Group Holding-Sp AdrBABA0.4% of aggregate9−3
- 44Asml Holding Nv-Ny Reg ShsASML0.4% of aggregate9+2
- 45Netflix IncNFLX0.4% of aggregate9+2
- 46Philip Morris InternationalPM0.4% of aggregate9—
- 47Merck & Co. IncMRK0.4% of aggregate9+1
- 48Union Pacific CorpUNP0.4% of aggregate9—
- 49Texas Instruments IncTXN0.3% of aggregate9+1
- 50Oracle CorpORCL0.3% of aggregate9—