The top 10 holdings of superinvestors:
#1 | #2 | #3 | #4 | #5 | #6 | #7 | #8 | #9 | #10 | Quarter | Filed ↓ | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
3G Capital Partners | TASK | CVNA | BILL | MSFT | AMZN | SNOW | Q1 2022 | May 16, 2022 | ||||
Abdiel Capital Advisors | APPN | FND | GLBE | CRCT | BILL | SHOP | AFRM | Q1 2022 | May 16, 2022 | |||
Abrams Capital Management | LAD | GOOGL | FB | ABG | CHNG | TDG | UHAL | CPNG | WLTW | CWH | Q4 2021 | February 11, 2022 |
ACK Asset Management | ENS | MTRN | BLDR | TGI | VMI | ATSAF | THRM | SWIM | RMBL | AMOT | Q1 2022 | May 13, 2022 |
Ako Capital | BKNG | ACN | TMO | LIN | GOOG | EFX | ICE | ALC | NKE | EL | Q1 2022 | May 04, 2022 |
Akre Capital Management | MA | MCO | AMT | V | ORLY | KKR | ROP | BAM | ADBE | KMX | Q1 2022 | May 13, 2022 |
Alkeon Capital Management | QQQ | SPY | GOOGL | SNPS | QCOM | MSFT | FB | AMZN | CDNS | KLAC | Q4 2021 | February 14, 2022 |
Alta Fox Capital Management | GOOGL | DSKE | XPEL | IDT | RDVT | ELY | SYLVA... | ERJ | AMZN | KNX | Q4 2021 | February 14, 2022 |
Altai Capital Management amendment | AMC E... | P10 I... | ETWO | DMRC | OSPN | ETWOWS | YTRA | CPNG | BLACK... | SUNL | Q4 2021 | March 11, 2022 |
Altarock Partners | CHTR | TDG | GOOGL | MSFT | V | FB | MA | MCO | Q4 2021 | February 14, 2022 | ||
Altimeter Capital Management | SNOW | FB | MSFT | AGC | UBER | U | RBLX | SE | SHOP | CFLT | Q4 2021 | February 14, 2022 |
AQR Capital Management | AAPL | MSFT | GOOGL | AMZN | TSM | FB | PFE | JNJ | GOOG | PG | Q1 2022 | May 16, 2022 |
Aravt Global | TDG | V | FIVE | BKI | Q1 2022 | May 13, 2022 | ||||||
Ariel Investments | MSGE | MAT | BIDU | PM | MSFT | BOKF | LAZ | NVST | KMT | JLL | Q1 2022 | May 13, 2022 |
ARK Investment Management | TSLA | TDOC | COIN | SQ | ROKU | EXAS | ZM | TWLO | U | PATH | Q1 2022 | April 19, 2022 |
Avenir Corp | AMT | MSFT | MKL | DLTR | AMZN | ORLY | CPRT | AAPL | KMX | AES | Q4 2021 | February 16, 2022 |
Baillie Gifford | TSLA | MRNA | ILMN | AMZN | MELI | NVDA | SHOP | TTD | SPOT | NET | Q1 2022 | May 05, 2022 |
Baker Brothers Advisors | SGEN | BGNE | INCY | KOD | ACAD | BMRN | ASND | ARGX | MRTX | BCRX | Q4 2021 | February 14, 2022 |
Bares Capital Management | SQ | WDAY | W | PEGA | RDFN | IBKR | ALGN | AYX | CSGP | ETSY | Q4 2021 | February 14, 2022 |
Baupost Group | LBTYK | QRVO | INTC | VSAT | GOOG | LSXMK | VRTV | FB | FISV | SSNC | Q4 2021 | February 11, 2022 |
Berkshire Hathaway | AAPL | BAC | AXP | CVX | KO | KHC | MCO | OXY | USB | ATVI | Q1 2022 | May 16, 2022 |
Blue Harbour Group | Q3 2020 | October 14, 2020 | ||||||||||
Brave Warrior Advisors | ANTM | FNF | APOLL... | PRI | LAD | VVV | RJF | JPM | PGR | HCA | Q1 2022 | May 16, 2022 |
Bridgewater Associates | VWO | PG | IEMG | EEM | SPY | BABA | JNJ | KO | PEP | COST | Q1 2022 | May 13, 2022 |
Broad Run Investment Management | BAM | MKL | AMT | AON | ECPG | KMX | ORLY | SSNC | NVR | GOOG | Q1 2022 | May 16, 2022 |
Brookfield Asset Management | BAM | BEP | BEPC | BBU | BIPC | AEL | EAF | VST | VNO | TAC | Q1 2022 | May 16, 2022 |
Brown Capital Management | TYL | DDOG | MANH | CGNX | PAYC | NEOG | SMAR | VEEV | TECH | ABMD | Q4 2021 | February 14, 2022 |
Cannell Capital | NOA | FRG | HCCI | ODP | BBW | VVI | SPWH | TBLA | WTTR | ARLO | Q1 2022 | May 17, 2022 |
Centerbridge Partners amendment | GTXAP | IWM | THC | RADI | GOCO | FUN | INDT | GNK | FUN | GTX | Q4 2021 | February 17, 2022 |
Chou Associates Management | BRKA | RFP | RESOL... | BHC | BAUSC... | MBI | MBIA INC | JPM | C | BB | Q1 2022 | May 16, 2022 |
ClearBridge Investments | MSFT | AMZN | UNH | AAPL | V | FB | NVDA | UPS | CMCSA | RTX | Q1 2022 | May 13, 2022 |
Coatue Management | TSLA | RIVIA... | MRNA | SQ | FB | DASH | SNOW | MSFT | NFLX | V | Q1 2022 | May 16, 2022 |
Conifer Management | EQH | STLA | BLDR | JD | IMXI | YNDX | RMNI | GTYH | LMACU | EVI | Q1 2022 | May 16, 2022 |
Corsair Capital Management | WSC | MIRIO... | VRT | GDDY | ALIT | APG | SPY | IQV | AON | ARDAG... | Q1 2022 | May 13, 2022 |
Daily Journal Corporation | BAC | WFC | BABA | USB | PKX | Q4 2021 | January 04, 2022 | |||||
Dalal Street | MU | SRG | Q4 2021 | February 14, 2022 | ||||||||
Donald Smith & Co. | AER | TMHC | IAG | UNM | AAWW | JEF | MOS | JBLU | MHO | GFI | Q4 2021 | February 07, 2022 |
Dorsey Asset Management | WIX | SMAR | FB | PYPL | DIS | EBAY | GOOG | POSH | SEMR | UPWK | Q4 2021 | February 14, 2022 |
Dragoneer Investment Group | NU HL... | JAMF | RIVIA... | DDOG | UBER | SNOW | CCC I... | CARG | DT | SQ | Q4 2021 | February 15, 2022 |
Duquesne Family Office | CPNG | GOOGL | MSFT | FCX | AMZN | PANW | CVNA | BKNG | CVX | TMUS | Q4 2021 | February 14, 2022 |
Edgewood Management | V | NVDA | ILMN | SNAP | ISRG | MSFT | ADBE | DHR | INTU | AMT | Q1 2022 | May 11, 2022 |
Ensemble Capital Management | MA | NFLX | GOOGL | HD | RACE | ILMN | CMG | FRC | BKNG | MASI | Q1 2022 | May 13, 2022 |
Eventide Asset Management | BHVN | MTD | ASND | IDXX | ROP | TTD | FIVN | NEP | CRWD | ODFL | Q1 2022 | May 16, 2022 |
Fairfax Financial Holdings | ATCO | RFP | BB | KW | MU | CCAP | GOOGL | BEN | HRB | PFE | Q4 2021 | February 14, 2022 |
Fairholme Capital Management | JOE | CMC | EPD | INTC | KMI | BRKB | ET | ENB | ORI | WMB | Q4 2021 | February 14, 2022 |
Fundsmith | MSFT | IDXX | EL | SYK | PM | MKC | INTU | PEP | ADP | V | Q1 2022 | May 16, 2022 |
Gardner Russo & Gardner | BRKA | NSRGY | MA | GOOG | Compa... | Perno... | PM | Heine... | BRKB | MLM | Q1 2022 | May 12, 2022 |
Gates Capital Management | VSTO | TMX | ESI | OTIS | SPGI | DVA | GXO L... | CARR | WH | VICI | Q4 2021 | February 14, 2022 |
Giverny Capital | BRKB | GOOG | MKL | KMX | AME | SCHW | HEIA | PGR | FIVE | V | Q1 2022 | May 12, 2022 |
Glenview Capital Management | THC | MCK | BHC | GPN | CI | BAX | DXC | CCEP | ABC | HCA | Q4 2021 | February 14, 2022 |
GoldenTree Asset Management | CRC | VAL | BHC | EWZ | NE | FYBR | M | BLDR | OMF | VOD | Q1 2022 | May 16, 2022 |
GoodHaven Capital Management | BRKB | GOOG | JEF | BLDR | Y | GOLD | PGR | DVN | LENB | STOR | Q1 2022 | May 13, 2022 |
Granahan Investment Management | KRNT | EVH | AXON | ENPH | CSGP | SPSC | PAYC | MGNI | APPS | ETSY | Q1 2022 | May 16, 2022 |
Greenlight Capital | GRBK | BHF | TECK | CHNG | AAWW | GPN | CC | ODP | CEIX | DISCA | Q1 2022 | May 16, 2022 |
Hawk Ridge Capital Management | LIVN | APOLL... | ATR | CHNG | LW | OUT | KAR | JACK | BATH ... | SMCI | Q1 2022 | May 09, 2022 |
Hound Partners | VOO | IWM | KEX | MSFT | VTWO | HCA | FRESH... | GOOG | FIS | WDAY | Q1 2022 | May 13, 2022 |
H Partners Management | HOG | SIX | TPX | Q4 2021 | February 14, 2022 | |||||||
Icahn Capital | IEP | LNG | OXY | CVI | BHC | NWL | FE | XRX | HRI | DAN | Q4 2021 | February 14, 2022 |
I.G.Y. Ltd | AMZN | COST | BRKA | Q1 2022 | May 10, 2022 | |||||||
International Value Advisers | NEM | BRKB | LKQ | BRKA | WU | WFC | ATGE | GOLD | CDK | SINA | Q4 2020 | February 12, 2021 |
Ithaka Group | AMZN | MSFT | NVDA | NOW | MA | AAPL | V | CRM | FB | ADBE | Q1 2022 | May 10, 2022 |
Joho Capital | MSFT | BABA | LTHM | GPN | EEFT | DT | AMZN | PG | STZ | APH | Q1 2022 | May 16, 2022 |
Kingstown Capital | INFLE... | CRZN | BTWN | RKTA | ATVC | HLAH | CSTA | FRON | KAHC | AAC | Q4 2021 | February 14, 2022 |
Kylin Management | JD | BEKE | DIDI | TCOM | BILI | GDS | DADA | Q4 2021 | February 14, 2022 | |||
Lafayette Investments | BRKB | MKL | TROW | PGR | PAYX | AAPL | MSFT | NSC | JNJ | Y | Q1 2022 | May 11, 2022 |
Land & Buildings Investment Management | ACC | LXP | AIRC | VTR | PSA | AMH | SBAC | AVB | ROIC | REXR | Q1 2022 | May 16, 2022 |
Leucadia National | HILLM... | LGFA | FRGI | GNOG | WTRH | PVAC | Q1 2022 | May 16, 2022 | ||||
Lindsell Train | MDLZ | INTU | PEP | DIS | PYPL | EBAY | WWE | BFA | MANU | CAZOO... | Q4 2021 | February 14, 2022 |
Locust Wood Capital Advisers | LIN | SPY | ANTM | GOOGL | AMZN | CP | MSFT | AMT | V | HON | Q1 2022 | May 16, 2022 |
Lone Pine Capital | MSFT | AMZN | WDAY | NOW | BATH ... | MA | TSM | FB | V | SHOP | Q1 2022 | May 16, 2022 |
Long Pond Capital | JBGS | DHI | IRT | AMH | COLD | VICI | TLT | SRC | LVS | STAG | Q1 2022 | May 16, 2022 |
Maple Rock Capital Partners | XLE | QQQ | DAL | ARCH | SPR | ALGOM... | OVV | KOS | TGI | TWTR | Q1 2022 | May 16, 2022 |
Markel Corporation | BAM | BRKA | BRKB | GOOG | HD | AMZN | DEO | DIS | DE | AAPL | Q4 2021 | February 04, 2022 |
MHR Fund Management | TELES... | LGFA | LGFB | TWI | ATH | APO | SCHL | ATUS | EQHAU | BITEU | Q4 2021 | February 14, 2022 |
Mittleman Investment Management | REV | IGT | VTRS | Q4 2021 | February 10, 2022 | |||||||
Miura Global Management amendment | MSFT | FCNCA | CYTEK... | SCHW | LUNG | DHR | STEVA... | RGEN | GM | ERII | Q4 2021 | February 16, 2022 |
Moab Capital Partners | KSI | THERA... | ATH | ATSG | WMPN | AMZN | MGLN | PFX | GOOGL | WMT | Q3 2021 | November 15, 2021 |
Motley Fool Wealth Management, LLC | AMZN | GOOG | SPLK | BKNG | MELI | CRM | BAM | MA | EQIX | PYPL | Q1 2022 | May 04, 2022 |
MSD Capital | DIN | PTON | TSQ | ICD | Q1 2022 | May 16, 2022 | ||||||
Nantahala Capital Management | IWM | ESTA | IWM | CDXS | SGMS | MLHR | TA | TNL | QURE | IMAX | Q1 2022 | May 13, 2022 |
Orbimed Advisors | SWTX | BMY | HZNP | BSX | THESE... | EWTX | MRTX | PMVP | PFE | PRELU... | Q4 2021 | February 14, 2022 |
Par Capital Management | EXPE | BKNG | TRIP | WEX | UBER | SYF | LUV | UAL | SABR | CARG | Q1 2022 | May 16, 2022 |
Paulson & Co. | HZNP | BHC | BSIG | GLD | OXY | NG | AU | APA | GOLD | PPTA | Q1 2022 | May 16, 2022 |
Perceptive Advisors | TRAVE... | MRTX | LIANBIO | FOLD | SWTX | IOVA | HZNP | COLLE... | CERE | MGTX | Q4 2021 | February 14, 2022 |
Pershing Square Capital Management amendment | LOW | HLT | CMG | QSR | HHC | DPZ | CP | Q4 2021 | February 14, 2022 | |||
Polen Capital Management | AMZN | GOOG | ADBE | MSFT | FB | V | MA | ABT | ABNB | CRM | Q1 2022 | May 12, 2022 |
Portolan Capital Management | DOMO | BAND | INVE | VST | APPS | SSYS | DSKE | CROX | AVID | CUBI | Q1 2022 | May 16, 2022 |
Punch Card Capital | BRKA | ALLY | WGO | Q1 2022 | May 16, 2022 | |||||||
RA Capital Management | ASND | BIIB | AVTE | CYTEK... | ITOS | TVTX | JANX | PCVX | ELIEM... | IMGN | Q1 2022 | May 16, 2022 |
Raffles Associates | EBC | BPOP | SMBC | PROV | JOB | VIAC | AFBI | WMPN | FBP | OR | Q1 2022 | May 16, 2022 |
Ranger Investment Management | WNS | WK | MEDP | SAIA | QLYS | ELF | SLP | CDMO | MLAB | EVOP | Q1 2022 | May 13, 2022 |
RBS Partners | Q1 2022 | May 16, 2022 | ||||||||||
Renaissance Technologies | NVO | TSLA | KR | GILD | VRSN | AAPL | AMD | TEAM | ZM | AMZN | Q1 2022 | May 13, 2022 |
Rings Capital Management | SPGI | MOODY... | MSFT | BK | HRB | Q1 2022 | May 16, 2022 | |||||
RK Capital | MMS | FIX | HURN | WST | CHDN | JAZZ | KBR | ICFI | VWE | HLIO | Q1 2022 | May 13, 2022 |
Robotti & Company | BLDR | TDW | LXU | WFG | WLK | JEF | SKY | NE | CNQ | CVCO | Q1 2022 | May 16, 2022 |
RV Capital GmbH | CACC | CRM | CVNA | WIX | FB | TRUP | Q1 2022 | May 11, 2022 | ||||
Sachem Head Capital | IFF | ELAN | USFD | OLN | UBER | POST | LIVN | FLEX | KBR | CVNA | Q4 2021 | February 11, 2022 |
Sageview Capital | Q3 2020 | October 07, 2020 | ||||||||||
Salzman & Co. | Q4 2020 | February 16, 2021 | ||||||||||
Sands Capital Management | AMZN | V | SE | DXCM | SQ | TEAM | NET | MELI | NOW | SHOP | Q1 2022 | May 13, 2022 |
Scion Asset Management | BMY | FNF | GD | IMPX | GEO | CXW | Q4 2021 | February 14, 2022 | ||||
Semper Augustus Investments Group | BRKB | OLN | BRKA | NEM | VIAC | KGC | XOM | DLTR | SBUX | VLO | Q4 2021 | February 14, 2022 |
ShawSpring Partners LLC | IAC | SE | CPNG | BLEND... | Q1 2022 | May 16, 2022 | ||||||
SoftBank Group | TMUS | SOFI | LMND | NVDA | ESS T... | VTEX | AIRSP... | AFYA | VLAT | BUZZF... | Q1 2022 | May 16, 2022 |
Soros Fund Management | RIVIA... | QQQ | LBRDK | RIVIA... | CERN | AMZN | DHI | SNAP INC | SPY | AMERI... | Q1 2022 | May 13, 2022 |
Southeastern Asset Management | LUMN | MAT | CNX | FDX | H | Gener... | DISCK | MGM | IAC | AMG | Q4 2021 | February 15, 2022 |
SouthernSun Asset Management | DAR | THO | DY | TKR | BCO | UNVR | PII | CCMP | CR | MGPI | Q4 2021 | February 14, 2022 |
Strategy Capital | SHOP | TEAM | FB | NFLX | AMZN | NET | DDOG | CRWD | Q4 2021 | February 11, 2022 | ||
Swift Run Capital | BRKB | VGSH | CMCSA | LSXMK | HUN | LSXMA | AMLP | MSFT | AMZN | GRA | Q4 2020 | February 02, 2021 |
TCI Fund Management | GOOG | CHTR | MSFT | V | CNI | CP | MCO | GOOGL | SPGI | UNP | Q4 2021 | February 14, 2022 |
Tensile Capital Management | AVLR | LAD | VVV | CCK | DKS | TTWO | AAP | EQIX | TUEM | ASO | Q4 2021 | February 14, 2022 |
Teton Capital Partners | FWONA | FB | IBKR | BABA | UBER | TWTR | WEWOR... | DESP | STLA | ULCC | Q4 2021 | February 14, 2022 |
Third Point | S | PCG | DHR | SPGI | INTU | UNH | EQT | AVTR | CSX | IQV | Q1 2022 | May 16, 2022 |
Triple Frond Partners | CHTR | GOOG | V | TDG | AMZN | MSFT | MCO | FB | GWRE | VRSN | Q1 2022 | May 12, 2022 |
Turtle Creek Asset Management | BERY | JELD | MIDD | IR | SSNC | GIL | SCI | EEFT | PRAA | MGA | Q4 2021 | February 14, 2022 |
ValueAct Holdings | STX | KKR | FISV | LKQ | CBRE | C | BHC | NSIT | SLM | TRN | Q4 2021 | February 14, 2022 |
Wedgewood Partners | AAPL | FB | V | TSCO | GOOGL | MSFT | EW | MSI | TSM | CDW | Q1 2022 | May 16, 2022 |
Weitz Investment Management | GOOG | BRKB | LBRDK | SCHW | FB | V | LSXMK | MA | LH | CSGP | Q4 2021 | February 11, 2022 |
Whale Rock Capital Management | AMZN | GOOGL | CRWD | MSFT | MPWR | ANET | MRVL | ORCL | DDOG | PANW | Q1 2022 | May 16, 2022 |
Magellan Asset Management Ltd | MSFT | NFLX | GOOG | SBUX | V | YUM | CCI | PEP | FB | ICE | Q4 2021 | February 11, 2022 |
Conestoga Capital Advisors, LLC | CWST | EXPO | SPSC | DSGX | OMCL | NOVT | FSV | MRCY | SITE | MMSI | Q1 2022 | April 25, 2022 |
Himalaya Capital Management LLC | MU | BAC | BRKB | GOOG | FB | AAPL | Q1 2022 | May 16, 2022 | ||||
Lincoln Capital LLC | BRKA | BRKB | DHR | GOOGL | MA | COST | MKL | SBUX | DIS | MSFT | Q4 2021 | January 18, 2022 |
Aquamarine Capital Management, LLC | BRKB | AXP | BAC | MA | RACE | BRKA | MU | MCO | SRG | BABA | Q1 2022 | May 12, 2022 |
Appaloosa LP | GOOG | AMZN | FB | M | MU | OXY | EQT | MSFT | ET | UNH | Q1 2022 | May 16, 2022 |