Cross-fund consensus · SEC 13F
Consensus holdings
As of Q2 2026 · 13F, up to 45-day lag
Stocks held by the most superinvestors, ranked by holder count.
Not counted: Brian Bares (latest 13F: Q3 2025), Michael Burry (latest 13F: Q3 2025), Tom Bancroft (latest 13F: Q1 2026). They missed the latest filing deadline, so their old positions don't count as current holdings.
Among 94 superinvestors tracked, MSFT is the most widely held — in 42 portfolios (−2 vs last quarter). The top 5 consensus names appear in 189 portfolios combined.
- 1Microsoft CorpMSFT3.3% of aggregateAbove valueimplies fair42−2
- 2Alphabet Inc-Cl AGOOGL8.5% of aggregateWithin bandimplies fair40−3
- 3Amazon.Com IncAMZN4.6% of aggregateAbove valueimplies demanding38holders
- 4Alphabet Inc-Cl CGOOG5.3% of aggregateWithin bandimplies fair35−1
- 5Meta Platforms Inc-Class AMETA2.9% of aggregateAbove valueimplies modest34+3
- 6Visa Inc-Class A SharesV4.3% of aggregateAbove valueimplies fair32+3
- 7Taiwan Semiconductor-Sp AdrTSM1.9% of aggregate28+1
- 8Apple IncAAPL14.0% of aggregateAbove valueimplies demanding27−1
- 9Berkshire Hathaway Inc-Cl BBRK.B3.0% of aggregateWithin bandimplies demanding26−1
- 10Mastercard Inc - AMA1.5% of aggregateAbove valueimplies demanding22−1
- 11Walt Disney Co/TheDIS0.3% of aggregateAbove valueimplies demanding21−2
- 12Bank Of America CorpBAC5.5% of aggregateAbove valueimplies modest19—
- 13Moody's CorpMCO3.7% of aggregateAbove valueimplies demanding19+2
- 14Capital One Financial CorpCOF1.9% of aggregateAbove valueimplies modest19+1
- 15Unitedhealth Group IncUNH1.6% of aggregateAbove valueimplies demanding19—
- 16Nvidia CorpNVDA1.4% of aggregateAbove valueimplies modest19+1
- 17Jpmorgan Chase & CoJPM0.3% of aggregateAbove valueimplies modest19+1
- 18S&P Global IncSPGI1.8% of aggregate18+4
- 19Wells Fargo & CoWFC1.0% of aggregateAbove value18holders
- 20Berkshire Hathaway Inc-Cl ABRK.A0.6% of aggregateWithin bandimplies demanding17holders
- 21American Express CoAXP9.5% of aggregateAbove valueimplies modest16+1
- 22Comcast Corp-Class ACMCSA0.7% of aggregateBelow value· unconf.implies modest16—
- 23Uber Technologies IncUBER0.9% of aggregateAbove valueimplies modest15—
- 24Oracle CorpORCL0.2% of aggregateAbove valueimplies demanding15+2
- 25Applied Materials IncAMAT0.5% of aggregateAbove valueimplies demanding14+2
- 26Chevron CorpCVX2.6% of aggregateAbove valueimplies modest13−1
- 27Cvs Health CorpCVS1.6% of aggregateAbove valueimplies demanding13−1
- 28Elevance Health IncELV0.9% of aggregateAbove valueimplies fair13—
- 29Thermo Fisher Scientific IncTMO0.8% of aggregateAbove valueimplies demanding13+1
- 30Broadcom IncAVGO0.6% of aggregateAbove valueimplies demanding13—
- 31Citigroup IncC0.6% of aggregateAbove valueimplies demanding13holders
- 32Netflix IncNFLX0.6% of aggregateWithin bandimplies fair13+2
- 33Johnson & JohnsonJNJ0.5% of aggregateAbove valueimplies demanding13—
- 34Danaher CorpDHR0.4% of aggregateAbove value13+2
- 35Exxon Mobil CorpXOM0.1% of aggregateAbove valueimplies demanding13—
- 36Schwab (Charles) CorpSCHW2.1% of aggregateAbove valueimplies fair12holders
- 37Aon Plc-Class AAON0.8% of aggregate12−1
- 38Asml Holding Nv-Ny Reg ShsASML0.6% of aggregate12holders
- 39Texas Instruments IncTXN0.5% of aggregateAbove valueimplies demanding12+3
- 40Merck & Co. IncMRK0.5% of aggregateAbove valueimplies demanding12+1
- 41Union Pacific CorpUNP0.4% of aggregateAbove valueimplies demanding12+1
- 42Ge Vernova IncGEV0.4% of aggregateAbove valueimplies demanding12+5
- 43Analog Devices IncADI0.3% of aggregateAbove valueimplies demanding12+3
- 44Adobe IncADBE0.2% of aggregateBelow valueimplies modest12—
- 45Pepsico IncPEP0.1% of aggregateWithin bandimplies demanding12holders
- 46General ElectricGE3.7% of aggregateAbove value11—
- 47Sunbelt Rentals Holdings IncSUNB1.2% of aggregate11+1
- 48Coupang IncCPNG0.5% of aggregate11+1
- 49Philip Morris InternationalPM0.4% of aggregate11—
- 50Ferguson Enterprises IncFERG0.3% of aggregate11holders