Cross-fund consensus · SEC 13F
Consensus holdings
13F, up to 45-day lag
Stocks held by the most superinvestors, ranked by holder count.
Note: Brian Bares (as of 2025-09-30), Tom Bancroft (as of 2025-12-31), Michael Burry (as of 2025-09-30) counted per their latest filing; excluded from QoQ deltas.
Among 97 superinvestors tracked, MSFT is the most widely held — in 43 portfolios (−10 vs last quarter). The top 5 consensus names appear in 195 portfolios combined.
- 1Microsoft CorpMSFT3.3% of aggregateWithin bandimplies fair43−10
- 2Alphabet Inc-Cl AGOOGL8.6% of aggregateWithin bandimplies fair41−9
- 3Amazon.Com IncAMZN4.7% of aggregateAbove valueimplies demanding39−6
- 4Alphabet Inc-Cl CGOOG5.4% of aggregateWithin bandimplies fair37−6
- 5Meta Platforms Inc-Class AMETA2.9% of aggregateWithin bandimplies modest35−3
- 6Visa Inc-Class A SharesV4.1% of aggregateAbove valueimplies fair32−4
- 7Apple IncAAPL14.2% of aggregateAbove valueimplies demanding28−7
- 8Taiwan Semiconductor-Sp AdrTSM1.9% of aggregate28−6
- 9Berkshire Hathaway Inc-Cl BBRK.B3.0% of aggregateWithin bandimplies demanding27−3
- 10Walt Disney Co/TheDIS0.4% of aggregateAbove valueimplies demanding22−7
- 11Mastercard Inc - AMA1.3% of aggregateAbove valueimplies demanding21−5
- 12Moody's CorpMCO3.7% of aggregateAbove valueimplies demanding20−2
- 13Bank Of America CorpBAC5.5% of aggregateAbove valueimplies demanding19−6
- 14Capital One Financial CorpCOF1.9% of aggregateAbove valueimplies demanding19−6
- 15Unitedhealth Group IncUNH1.7% of aggregateAbove valueimplies demanding19−4
- 16Wells Fargo & CoWFC1.0% of aggregateAbove value19−6
- 17S&P Global IncSPGI1.6% of aggregate18+1
- 18Nvidia CorpNVDA1.4% of aggregateAbove valueimplies modest18−6
- 19Jpmorgan Chase & CoJPM0.3% of aggregateAbove valueimplies modest18−5
- 20Comcast Corp-Class ACMCSA0.7% of aggregateBelow value· unconf.implies modest17−5
- 21Berkshire Hathaway Inc-Cl ABRK.A0.6% of aggregateWithin bandimplies demanding17−1
- 22American Express CoAXP9.6% of aggregateAbove valueimplies fair16−4
- 23Uber Technologies IncUBER0.9% of aggregateAbove valueimplies modest15−3
- 24Oracle CorpORCL0.2% of aggregateAbove valueimplies demanding15−3
- 25Cvs Health CorpCVS1.6% of aggregateAbove valueimplies demanding14−7
- 26Thermo Fisher Scientific IncTMO0.8% of aggregateAbove valueimplies demanding14−2
- 27Applied Materials IncAMAT0.5% of aggregateAbove valueimplies demanding14−4
- 28Johnson & JohnsonJNJ0.5% of aggregateAbove valueimplies demanding14−4
- 29Chevron CorpCVX2.6% of aggregateWithin bandimplies modest13−6
- 30Elevance Health IncELV0.9% of aggregateAbove valueimplies modest13−4
- 31Aon Plc-Class AAON0.8% of aggregate13−4
- 32Broadcom IncAVGO0.6% of aggregateAbove valueimplies demanding13−7
- 33Citigroup IncC0.6% of aggregateAbove valueimplies demanding13−5
- 34Texas Instruments IncTXN0.6% of aggregateAbove valueimplies demanding13−1
- 35Danaher CorpDHR0.4% of aggregateAbove value13−1
- 36Adobe IncADBE0.3% of aggregateBelow valueimplies modest13−7
- 37Pepsico IncPEP0.1% of aggregateAbove valueimplies demanding13−6
- 38Exxon Mobil CorpXOM0.1% of aggregate13−6
- 39Schwab (Charles) CorpSCHW2.1% of aggregateAbove valueimplies demanding12−3
- 40Asml Holding Nv-Ny Reg ShsASML0.6% of aggregate12−4
- 41Merck & Co. IncMRK0.5% of aggregateAbove valueimplies demanding12−5
- 42Netflix IncNFLX0.5% of aggregateAbove valueimplies demanding12−3
- 43Union Pacific CorpUNP0.4% of aggregateAbove valueimplies demanding12−4
- 44Ge Vernova IncGEV0.4% of aggregateAbove valueimplies demanding12—
- 45Ferguson Enterprises IncFERG0.3% of aggregate12−2
- 46Analog Devices IncADI0.3% of aggregateAbove valueimplies demanding12−1
- 47General ElectricGE3.7% of aggregateAbove value11−5
- 48Sunbelt Rentals Holdings IncSUNB1.2% of aggregate11−1
- 49Coupang IncCPNG0.5% of aggregate11−2
- 50Philip Morris InternationalPM0.4% of aggregate11−6