The top 10 holdings of superinvestors:
#1 | #2 | #3 | #4 | #5 | #6 | #7 | #8 | #9 | #10 | Quarter | Filed ↓ | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
3G Capital Partners | ADI | FB | PDD | BABA | AMZN | REMIT... | GSHD | BILL | WYNN | GOOGL | Q3 2023 | November 14, 2023 |
Abdiel Capital Advisors | HUBS | GLBE | APPN | TOAST... | FND | BILL | CRCT | SHOP | AFRM | Q3 2023 | November 14, 2023 | |
Abrams Capital Management | LAD | ABG | GOOGL | FB | ET | CPNG | U HAU... | WLTW | TPX | CWH | Q3 2023 | November 13, 2023 |
ACK Asset Management | ENS | ATKR | ATS | MTRN | ROG | EME | ZWS | CNM | NEOG | MTZ | Q3 2023 | November 13, 2023 |
Ako Capital | ALC | ACN | V | BKNG | ICE | MSFT | FICO | INTU | ANSS | CPRT | Q3 2023 | November 06, 2023 |
Akre Capital Management | MA | MCO | AMT | V | KKR | ORLY | ROP | MA | BROOK... | CSGP | Q3 2023 | November 13, 2023 |
Alkeon Capital Management | QQQ | SPY | FB | NVDA | AMZN | FB | GOOGL | AMZN | TSLA | MSFT | Q3 2023 | November 14, 2023 |
Alta Fox Capital Management | DAKT | CASH | HLT | MAR | MSFT | WCN | WSC | AMZN | GXO L... | DOLE PLC | Q3 2023 | November 14, 2023 |
Altai Capital Management | DMRC | OSPN | YTRA | ETWO | ETWOWS | Q3 2023 | November 14, 2023 | |||||
Altarock Partners | TDG | MSFT | GOOGL | AMZN | V | CHTR | MA | MCO | Q3 2023 | November 14, 2023 | ||
Altimeter Capital Management | SNOW | FB | UBER | MSFT | CFLT | NVDA | AMZN | PDD | MELI | VLRS | Q3 2023 | November 14, 2023 |
AQR Capital Management | AAPL | MSFT | GOOGL | CSCO | NVDA | TSM | FB | AMZN | WMT | ADBE | Q3 2023 | November 14, 2023 |
Ariel Investments | MAT | BIDU | KMT | Madis... | PM | GNTX | JLL | LAZ | GNRC | Core ... | Q3 2023 | November 14, 2023 |
ARK Investment Management | TSLA | PATH | COIN | ROKU | ZM | SQ | Draft... | EXAS | TWLO | SHOP | Q3 2023 | October 18, 2023 |
Avenir Corp | MSFT | MKL | AMT | ORLY | CPRT | AMZN | DIGIT... | AAPL | BRKB | LMT | Q3 2023 | November 14, 2023 |
Baillie Gifford | MELI | NVDA | TSLA | AMZN | MRNA | SPOT | PDD | TTD | SHOP | RACE | Q3 2023 | November 13, 2023 |
Baker Brothers Advisors | SGEN | BGNE | INCY | ACAD | BMRN | MDGL | RYTM | Roiva... | IMCR | Invit... | Q3 2023 | November 14, 2023 |
Bares Capital Management | WDAY | ETSY | PEGA | IBKR | SQ | CSGP | ALGN | W | RDFN | AYX | Q3 2023 | November 14, 2023 |
Baupost Group | LBTYK | VRTV | GOOG | FIS | LIBER... | WLTW | VSAT | WARNE... | LIBER... | CRH PLC | Q3 2023 | November 13, 2023 |
Berkshire Hathaway amendment | AAPL | BAC | AXP | KO | CVX | OXY | KHC | MCO | DVA | HPQ | Q3 2023 | November 16, 2023 |
Brave Warrior Advisors | ANTM | APOLL... | PRI | FNF | LAD | JPM | RJF | OMF | DFS | F&G A... | Q3 2023 | November 14, 2023 |
Bridgewater Associates | IEMG | IVV | PG | KO | COST | PEP | WMT | SPY | JNJ | MCD | Q3 2023 | November 13, 2023 |
Broad Run Investment Management | AON | MKL | BROOK... | ECPG | ORLY | KMX | AMT | CCOI | CDW | AMWD | Q3 2023 | November 14, 2023 |
Brookfield Asset Management | CQP | BEP | BEPC | BROOK... | AEL | BIPC | BBU | TAC | EAF | BABA | Q3 2023 | November 14, 2023 |
Brown Capital Management | APPF | VEEV | MANH | ALRM | DDOG | ANSS | TYL | GWRE | PAYC | SMAR | Q3 2023 | November 14, 2023 |
Cannell Capital amendment | BBW | HCCI | NOA | ARLO | TDW | VVI | CVCO | TRUE | INSE | OSUR | Q3 2023 | November 22, 2023 |
Centerbridge Partners | GTX | GOHEA... | FUN | REALO... | COINB... | GDS | LCAHW | PRPCWS | UNITE... | AACWS | Q3 2023 | November 14, 2023 |
Chou Associates Management | BRKA | BHC | HTZZW | ALLY | SYF | NAVI | C | LBTYA | BB | MBI | Q3 2023 | November 14, 2023 |
ClearBridge Investments | MSFT | UNH | AAPL | AMZN | NVDA | V | FB | CMCSA | AVGO | JPM | Q3 2023 | November 13, 2023 |
Coatue Management | NVDA | FB | AMZN | AMD | MSFT | TSLA | ETN | INTU | NFLX | GOOGL | Q3 2023 | November 14, 2023 |
Conifer Management | STLA | EQH | LAD | GPI | YNDX | IMXI | RMNI | CRESW | Q3 2023 | November 14, 2023 | ||
Corsair Capital Management | LAUR | WSC | VRT | MIRIO... | SPY | GDDY | AON | APG | IQV | SPX T... | Q3 2023 | November 13, 2023 |
D1 Capital Partners L.P. | MAPLE... | MSFT | FB | ANTM | TPX | RIVIA... | GENER... | PODD | NU HL... | PM | Q3 2023 | November 14, 2023 |
Daily Journal Corporation | WFC | BAC | BABA | USB | Q3 2023 | October 11, 2023 | ||||||
Dalal Street | AMR | CEIX | ARCH | Q3 2023 | November 13, 2023 | |||||||
Donald Smith & Co. | AER | UNM | MHO | X | CIVIT... | TMHC | TGH | GNW | JEF | EGO | Q3 2023 | November 13, 2023 |
Dorsey Asset Management | FB | GOOG | WIX | SMAR | PYPL | HRI | DIS | UPWK | DG | SEMR | Q3 2023 | November 14, 2023 |
Dragoneer Investment Group | GLBE | SQ | ZI | DASH | PDD | JAMF | DDOG | RBLX | NCINO... | CPNG | Q3 2023 | November 14, 2023 |
Duquesne Family Office | NVDA | CPNG | MSFT | LLY | TECK | LW | GOOGL | TMUS | NWSA | Gener... | Q3 2023 | November 14, 2023 |
Edgewood Management | V | NVDA | INTU | NFLX | ADBE | NOW | MSFT | DHR | ABNB | ASML | Q3 2023 | November 13, 2023 |
Ensemble Capital Management | GOOGL | BKNG | MA | NFLX | HD | BR | NOW | RACE | CMG | NVR | Q3 2023 | November 13, 2023 |
Eventide Asset Management | ODFL | TT | ARGX | ZNTL | FLYW | EXAS | MIRM | PANW | MTD | ROP | Q3 2023 | November 14, 2023 |
Fairfax Financial Holdings | OXY | BLACK... | MU | BB | KW | ORLA ... | GOOGL | CCAP | INTC | BABA | Q3 2023 | November 14, 2023 |
Fairholme Capital Management | JOE | EPD | BRKB | WRB | OZK | HOMB | BRKA | AAPL | Q3 2023 | November 14, 2023 | ||
Fundsmith | MSFT | SYK | FB | PM | ADP | V | IDXX | MKC | PEP | WAT | Q3 2023 | November 14, 2023 |
Gardner Russo & Gardner | BRKA | GOOG | MA | NSRGY | Compa... | Heine... | PM | BRKB | Perno... | NFLX | Q3 2023 | November 14, 2023 |
Gates Capital Management | XLI | XLI | CARR | VSTO | GE HE... | RTOKY | ESI | NVST | KENVU... | WH | Q3 2023 | November 14, 2023 |
Giverny Capital | BRKB | AME | MKL | GOOG | KMX | FIVE | HEIA | V | FB | NVR | Q3 2023 | November 13, 2023 |
Glenview Capital Management | SPY | THC | CI | UHS | GPN | DXC | MCK | FISV | CLVT | AMZN | Q3 2023 | November 14, 2023 |
GoldenTree Asset Management | BHC | AER | BAUSC... | SEAS | UBER | SLM | GTLS | BLDR | DISH | NRP | Q3 2023 | November 13, 2023 |
GoodHaven Capital Management | BRKB | GOOG | BLDR | JEF | DVN | LENB | BAC | PGR | KKR | VITES... | Q3 2023 | November 13, 2023 |
Granahan Investment Management | AXON | SPT | EVH | GENI | SPSC | GTLS | TOAST... | PAYC | CSGP | ZETA | Q3 2023 | November 14, 2023 |
Greenlight Capital | GRBK | CEIX | BHF | KYNDR... | ODP | GLD | SWN | TECK | LIVN | THC | Q3 2023 | November 14, 2023 |
Hawk Ridge Capital Management | GMED | BLKB | CTSH | FIS | ACHC | ATLAN... | HPE | ATR | AXTA | AYX | Q3 2023 | November 14, 2023 |
Hound Partners | QQQ | BIO | VPU | MSFT | HCA | GLNG | WDAY | ROST | FIS | KEX | Q3 2023 | November 14, 2023 |
H Partners Management | HOG | SIX | ELAN | Q3 2023 | November 14, 2023 | |||||||
Icahn Capital | IEP | CVI | OXYWS | SWX | FE | BHC | DAN | CNDT | CCK | SD | Q3 2023 | November 14, 2023 |
I.G.Y. Ltd | AMZN | COST | BRKA | Q3 2023 | November 13, 2023 | |||||||
International Value Advisers | NEM | BRKB | LKQ | BRKA | WU | WFC | ATGE | GOLD | CDK | SINA | Q4 2020 | February 12, 2021 |
Ithaka Group | MSFT | NVDA | AMZN | MA | NOW | AAPL | V | ADBE | CRM | ISRG | Q3 2023 | November 13, 2023 |
Joho Capital | MSFT | PWR | UBER | GOOG | NEXTR... | INTU | SHLS | RIVIA... | NU HL... | SEDG | Q3 2023 | November 14, 2023 |
Kingstown Capital | INFLE... | PSFE | TH IN... | BARK | MONDE... | GLBLW | ASZWS | DHCAW | AUSWS | OEPWW | Q3 2022 | November 14, 2022 |
Kylin Management | JD | BEKE | DIDI | TCOM | BILI | GDS | DADA | Q4 2021 | February 14, 2022 | |||
Lafayette Investments | BRKB | MKL | PGR | MSFT | PAYX | AAPL | TROW | GOOG | LOW | KLAC | Q3 2023 | October 27, 2023 |
Land & Buildings Investment Management | AIV | TRICO... | AIRC | VTR | EQIX | SIX | PLD | SBAC | SUI | SKT | Q3 2023 | November 14, 2023 |
Leucadia National | GLD | SPY | SPY | HYG | GLD | QQQ | SPY | ATVI | QQQ | DAL | Q3 2023 | November 14, 2023 |
Lindsell Train | MDLZ | INTU | FICO | PEP | TKO G... | DIS | PYPL | EBAY | MANU | BFA | Q3 2023 | November 09, 2023 |
Locust Wood Capital Advisers | LINDE... | VRT | UNH | APOLL... | CANAD... | TSM | ABT | SPY | SU | SPGI | Q3 2023 | November 08, 2023 |
Lone Pine Capital | FB | AMZN | MA | TSM | MSFT | WDAY | CRM | BKNG | UNH | PTC | Q3 2023 | November 14, 2023 |
Long Pond Capital | AMT | CPT | EXR | IRT | JBGS | REXR | SAFEH... | SRC | VAC | JLL | Q3 2023 | November 14, 2023 |
Makaira Partners LLC | LBRDK | PGR | CDW | ATVI | BATH ... | KMX | LAMR | DPZ | ZBRA | HEIA | Q3 2023 | November 14, 2023 |
Maple Rock Capital Partners | NFLX | WDC | TSLA | ARCH | KOS | SU | BAUSC... | LVS | SPR | BABA | Q3 2023 | November 14, 2023 |
Markel Corporation | BRKA | BRKB | GOOG | DE | HD | BROOK... | AMZN | V | AAPL | WSO | Q3 2023 | November 03, 2023 |
MHR Fund Management | TELES... | LGFA | LGFB | TWI | IOVA | APOLL... | SCHL | MSGS | DVAX | ATUS | Q3 2023 | November 14, 2023 |
Mittleman Investment Management | IGT | REV | HCCI | VTRS | Q2 2022 | August 10, 2022 | ||||||
Miura Global Management | MSFT | FB | NVDA | BSX | BUR | AJG | LLY | NET | DECK | RACE | Q3 2023 | November 13, 2023 |
Moab Capital Partners | KSI | THERA... | ATH | ATSG | WMPN | AMZN | MGLN | PFX | GOOGL | WMT | Q3 2021 | November 15, 2021 |
Motley Fool Wealth Management, LLC | AMZN | PANW | GOOG | SPLK | FB | BKNG | MELI | CRM | BMRN | MA | Q3 2023 | November 13, 2023 |
MSD Capital | LIFE ... | SAFEH... | DIN | TSQ | PTON | Q3 2023 | November 14, 2023 | |||||
Nantahala Capital Management | IWM | ESTA | XBI | CASH | IMAX | ESTA | LXFR | RDVT | KRE | IMTX | Q3 2023 | November 14, 2023 |
Orbimed Advisors | SVA | BSX | HUM | ISRG | BIIB | BMRN | ENLIV... | MRK | DISC ... | LLY | Q3 2023 | November 14, 2023 |
Par Capital Management | BKNG | EXPE | WEX | UBER | SYF | DAL | CAR | UAL | TRIP | SCHW | Q3 2023 | November 14, 2023 |
Paulson & Co. | HZNP | BHC | BSIG | NG | PPTA | MDGL | ANGLO... | THRY | AEM | SSRM | Q3 2023 | November 14, 2023 |
Perceptive Advisors | FOLD | CERE | IMVT | ARCEL... | NUVAL... | SOLEN... | LIANBIO | AKRO | INBX | ALDX | Q3 2023 | November 14, 2023 |
Pershing Square Capital Management | CMG | QSR | HLT | LOW | HOWAR... | GOOG | CANAD... | GOOGL | Q3 2023 | November 14, 2023 | ||
Polen Capital Management | AMZN | GOOG | NFLX | MSFT | NOW | ADBE | MA | V | CRM | ACN | Q3 2023 | November 13, 2023 |
Portolan Capital Management | SMCI | QTRX | ELF | CLS | LNTH | PAYO | MOD | TGLS | CROX | COUCH... | Q3 2023 | November 14, 2023 |
Punch Card Capital | BRKA | ALLY | WGO | SWBI | SGOV | Q3 2023 | November 14, 2023 | |||||
RA Capital Management amendment | ASND | LEGN | PCVX | IMGN | ETNB | BIIB | RYTM | AVTE | CBAY | VRNA | Q3 2023 | November 14, 2023 |
Raffles Associates | SMBC | BPOP | EBC | JOB | PROV | OFG | AFBI | TMF | FBP | PROSH... | Q3 2023 | November 15, 2023 |
Ranger Investment Management | Permi... | TXRH | LMAT | WNS | MEDP | QLYS | GO | ESTE | WK | SLP | Q3 2023 | November 14, 2023 |
RBS Partners | Q3 2022 | November 14, 2022 | ||||||||||
Renaissance Technologies | NVO | AAPL | PLTR | VRSN | BRKA | ABNB | VRTX | NVDA | NFLX | UTHR | Q3 2023 | November 14, 2023 |
Rings Capital Management | MCO | MSFT | KMX | CHKP | HRB | Q3 2023 | November 14, 2023 | |||||
RK Capital | JAZZ | HURN | BLD | FIX | CALX | ASO | FSS | CECE | MMSI | SPXC | Q3 2023 | November 13, 2023 |
Robotti & Company | TDW | BLDR | LXU | WLK | WFG | NE | SKY | JEF | CVCO | FTI | Q3 2023 | November 14, 2023 |
RV Capital GmbH | FB | CACC | CRM | WIX | CVNA | IBKR | PDD | TRUP | Q3 2023 | October 10, 2023 | ||
Sachem Head Capital | USFD | IFF | INVES... | HUM | CRM | R1 RC... | FMX | FORTR... | MASI | FLEX | Q3 2023 | November 14, 2023 |
Sageview Capital | Q3 2020 | October 07, 2020 | ||||||||||
Salzman Financial Management | Q4 2020 | February 16, 2021 | ||||||||||
Sands Capital Management | AMZN | V | NVDA | MSFT | MELI | DXCM | LRCX | NOW | ATLAS... | NFLX | Q3 2023 | November 14, 2023 |
Scion Asset Management | SOXX | BKNG | STLA | NXST | SBLK | BKNG | BABA | EURN | JD | HPP | Q3 2023 | November 14, 2023 |
Semper Augustus Investments Group | BRKB | BRKA | DG | MCY | OLN | NEM | KGC | HF SI... | VIAC | ALK | Q3 2023 | November 14, 2023 |
ShawSpring Partners LLC | IAC | CPNG | SE | HLT | INTU | BLEND... | Q3 2023 | November 13, 2023 | ||||
SoftBank Group | TMUS | SYMBO... | NVDA | INTER... | NU HL... | LMND | WEWOR... | NEUMO... | VTEX | IONQ INC | Q3 2023 | November 14, 2023 |
Soros Fund Management | QQQ | HZNP | ATVI | TLT | SEA LTD | GOOGL | IWM | DIGIT... | ABCM | NVO | Q3 2023 | November 14, 2023 |
Southeastern Asset Management | CNX | MAT | FDX | Warne... | AMG | IAC | BIO | H | K | WMG | Q3 2023 | November 14, 2023 |
SouthernSun Asset Management | DAR | DY | MUSA | SAM | MGPI | BDC | EPAC | AGCO | USPH | BCO | Q3 2023 | November 14, 2023 |
Strategy Capital | AMZN | DDOG | SHOP | NET | CRWD | FB | ATLAS... | AXON | MNDY | Q3 2023 | November 14, 2023 | |
Swift Run Capital | BRKB | VGSH | CMCSA | LSXMK | HUN | LSXMA | AMLP | MSFT | AMZN | GRA | Q4 2020 | February 02, 2021 |
TCI Fund Management | GENER... | CNI | CANAD... | V | SPGI | MCO | GOOG | TMO | FERG | Q3 2023 | November 14, 2023 | |
Tensile Capital Management | VERX | DKS | VVV | LAD | CCK | ASO | ALIT | SMAR | ATLAN... | BL | Q3 2023 | November 14, 2023 |
Teton Capital Partners | UPWK | STLA | IBKR | ALLY | FCNCA | ULCC | SEMR | AMZN | DESP | FB | Q3 2023 | November 14, 2023 |
Third Point | PCG | MSFT | DHR | AMZN | BATH ... | FB | DD | ICE | JACOB... | FERG | Q3 2023 | November 14, 2023 |
Triple Frond Partners | CHTR | TDG | GOOG | V | AMZN | MSFT | MCO | LRCX | VRSN | KKR | Q3 2023 | November 14, 2023 |
Turtle Creek Asset Management | BERY | ADS | MIDD | JELD | KMX | TFII | GIL | IR | SSNC | DFS | Q3 2023 | November 14, 2023 |
Valley Forge Capital Management, LP | FICO | SPGI | MA | MCO | INTU | V | ASPEN... | ASML | Q3 2023 | November 14, 2023 | ||
ValueAct Holdings | FISV | CRM | KKR | NSIT | STX | CBRE | NYT | SPOT | ILMN | RBLX | Q3 2023 | November 14, 2023 |
Wedgewood Partners | FB | GOOGL | AAPL | MSI | V | CDW | UNH | CPRT | MSFT | TSM | Q3 2023 | November 14, 2023 |
Weitz Investment Management | GOOG | BRKB | V | MA | DHR | CSGP | FB | TMO | VMC | LBRDK | Q3 2023 | November 13, 2023 |
Whale Rock Capital Management | MSFT | FB | NVDA | SPLK | DRAFT... | HUBS | GOOGL | NU HL... | DUOLI... | ON | Q3 2023 | November 14, 2023 |
Appaloosa LP | FB | MSFT | AMZN | NVDA | GOOG | UBER | BABA | AMD | INTC | FDX | Q3 2023 | November 14, 2023 |
Himalaya Capital Management LLC | BAC | GOOG | GOOGL | BRKB | EWBC | AAPL | Q3 2023 | November 14, 2023 | ||||
Conestoga Capital Advisors, LLC | SPSC | CWST | DSGX | EXPO | SSD | FSV | AAON | NOVT | SITE | ROAD | Q3 2023 | October 30, 2023 |
Lincoln Capital LLC | BRKB | BRKA | MKL | MA | GOOGL | COST | DHR | SBUX | MSFT | AMZN | Q3 2023 | October 11, 2023 |
Magellan Asset Management Ltd | MSFT | AMZN | ICE | WEC | V | MA | UNH | LOW | YUM | INTU | Q3 2023 | November 13, 2023 |
Aquamarine Capital Management, LLC | BRKB | AXP | BAC | MA | RACE | BRKA | MU | MCO | BABA | DJCO | Q2 2022 | August 02, 2022 |