The top 10 holdings of superinvestors:
#1 | #2 | #3 | #4 | #5 | #6 | #7 | #8 | #9 | #10 | Quarter | Filed ↓ | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
3G Capital Partners | GOOGL | TASK | BILL | MSFT | AMZN | Q2 2022 | August 15, 2022 | |||||
Abdiel Capital Advisors | APPN | GLBE | FND | BILL | SHOP | CRCT | AFRM | SAMSA... | Q2 2022 | August 15, 2022 | ||
Abrams Capital Management | LAD | CHNG | ABG | GOOGL | TDG | ET | WLTW | KMI | UHAL | FB | Q2 2022 | August 12, 2022 |
ACK Asset Management | MTRN | VMI | EME | ATSAF | JBT | THRM | BLDR | AMOT | THRY | MCFT | Q2 2022 | August 15, 2022 |
Ako Capital | TMO | ACN | BKNG | V | EFX | ICE | EL | ALC | DG | LIN | Q2 2022 | August 09, 2022 |
Akre Capital Management | MA | AMT | MCO | V | ORLY | KKR | KMX | ROP | ADBE | BAM | Q2 2022 | August 11, 2022 |
Alkeon Capital Management | QQQ | SPY | GOOGL | FB | FB | SNPS | KLAC | GOOGL | QCOM | CDNS | Q2 2022 | August 15, 2022 |
Alta Fox Capital Management | HAS | IDT | GOOGL | FNKO | XPEL | NGMS | DSKE | ELY | EVBG | XPONE... | Q2 2022 | August 16, 2022 |
Altai Capital Management | DMRC | P10 I... | ETWO | OSPN | YTRA | ETWOWS | BLACK... | SUNL | UPWK | PARDE... | Q2 2022 | August 15, 2022 |
Altarock Partners | TDG | GOOGL | MSFT | AMZN | V | CHTR | MA | MCO | Q2 2022 | August 12, 2022 | ||
Altimeter Capital Management | SNOW | MSFT | FB | CFLT | UBER | AGC | OPEN | RBLX | MDB | GITLA... | Q2 2022 | August 15, 2022 |
AQR Capital Management | AAPL | MSFT | GOOGL | TSM | PFE | FB | XOM | PG | GILD | MRK | Q2 2022 | August 15, 2022 |
Aravt Global | Q2 2022 | August 01, 2022 | ||||||||||
Ariel Investments | BIDU | PM | MAT | MSGE | LAZ | MSFT | GNTX | BOKF | REZI | KMT | Q2 2022 | August 12, 2022 |
ARK Investment Management | TSLA | ZM | ROKU | SQ | EXAS | COIN | TDOC | PATH | TWLO | CRSP | Q2 2022 | July 11, 2022 |
Avenir Corp | AMT | MSFT | MKL | ORLY | DBRG | AMZN | LMT | AAPL | CPRT | BRKB | Q2 2022 | August 11, 2022 |
Baillie Gifford | MRNA | TSLA | AMZN | ILMN | MELI | SPOT | NVDA | NIO | TTD | ANTM | Q2 2022 | August 08, 2022 |
Baker Brothers Advisors | SGEN | INCY | BGNE | BMRN | ACAD | ASND | ARGX | BCRX | KOD | GBT | Q2 2022 | August 15, 2022 |
Bares Capital Management | SQ | WDAY | PEGA | W | AYX | IBKR | RDFN | ALGN | CSGP | PLNT | Q2 2022 | August 16, 2022 |
Baupost Group | LBTYK | QRVO | VSAT | LSXMK | VRTV | GOOG | INTC | FISV | LSXMA | WARNE... | Q2 2022 | August 12, 2022 |
Berkshire Hathaway | AAPL | BAC | KO | CVX | AXP | KHC | OXY | MCO | USB | ATVI | Q2 2022 | August 15, 2022 |
Blue Harbour Group | Q3 2020 | October 14, 2020 | ||||||||||
Brave Warrior Advisors | ANTM | APOLL... | FNF | LAD | PRI | VVV | RJF | JPM | URI | OMF | Q2 2022 | August 15, 2022 |
Bridgewater Associates | PG | JNJ | IEMG | SPY | KO | IVV | VWO | PEP | COST | WMT | Q2 2022 | August 11, 2022 |
Broad Run Investment Management | AMT | BAM | MKL | ECPG | AON | KMX | ORLY | SSNC | CDW | AMWD | Q2 2022 | August 15, 2022 |
Brookfield Asset Management | BROOK... | BAM | BEP | BEPC | AEL | BBU | BIPC | EAF | TAC | VST | Q2 2022 | August 15, 2022 |
Brown Capital Management | MANH | VEEV | TYL | PAYC | ALRM | DDOG | ABMD | CGNX | ANSS | TECH | Q2 2022 | August 15, 2022 |
Cannell Capital | HCCI | NOA | FRG | SPWH | BBW | WTTR | PRTS | VVI | ARLO | SD | Q2 2022 | August 15, 2022 |
Centerbridge Partners | GTXAP | RADI | FUN | INDT | GNK | GTX | GOCO | VTIQ | REALO... | GDS | Q2 2022 | August 15, 2022 |
Chou Associates Management | BRKA | RFP | RESOL... | BHC | BAUSC... | JPM | C | MBI | GS | BB | Q2 2022 | August 15, 2022 |
ClearBridge Investments | UNH | MSFT | AAPL | AMZN | V | RTX | UPS | CMCSA | TMO | FB | Q2 2022 | August 11, 2022 |
Coatue Management | TSLA | MRNA | RIVIA... | AMZN | JD | EDR | FB | MSFT | SQ | DIS | Q2 2022 | August 15, 2022 |
Conifer Management | EQH | STLA | BLDR | IMXI | YNDX | RMNI | MNDY | EVI | CRESW | Q2 2022 | August 15, 2022 | |
Corsair Capital Management | WSC | MIRIO... | GDDY | IQV | SPY | AON | SPGI | VRT | MSFT | IAC | Q2 2022 | August 12, 2022 |
D1 Capital Partners L.P. | MSFT | EXPE | AMZN | RIVIA... | PODD | SNOW | TEAM | RH | WARBY... | TMUS | Q2 2022 | August 15, 2022 |
Daily Journal Corporation | BAC | WFC | BABA | USB | PKX | Q2 2022 | July 08, 2022 | |||||
Dalal Street | MU | SRG | Q2 2022 | August 12, 2022 | ||||||||
Donald Smith & Co. | AER | UNM | TMHC | CIVIT... | JEF | MHO | AAWW | INSW | JBLU | IAG | Q2 2022 | August 12, 2022 |
Dorsey Asset Management | WIX | FB | ROKU | SMAR | DIS | GOOG | UPWK | PYPL | POSH | SEMR | Q2 2022 | August 15, 2022 |
Dragoneer Investment Group | JAMF | SNOW | ZI | DDOG | CCC I... | UBER | DASH | NCINO... | CARG | DT | Q2 2022 | August 15, 2022 |
Duquesne Family Office | CPNG | MSFT | CVX | LLY | FCX | TMUS | KBR | WSC | CRWD | PLTR | Q2 2022 | August 15, 2022 |
Edgewood Management | V | MSFT | NOW | EL | DHR | ADBE | INTU | SPGI | NVDA | ISRG | Q2 2022 | August 12, 2022 |
Ensemble Capital Management | MA | HD | GOOGL | FRC | BR | RACE | BKNG | NFLX | MASI | NKE | Q2 2022 | August 12, 2022 |
Eventide Asset Management | BHVN | MTD | ARGX | ODFL | FIVN | ASND | PANW | CTAS | CRWD | WCN | Q2 2022 | August 15, 2022 |
Fairfax Financial Holdings | ATCO | RFP | KW | BB | BAC | OXY | CVX | HRB | MU | GOOGL | Q2 2022 | August 15, 2022 |
Fairholme Capital Management | JOE | EPD | CMC | INTC | BRKB | KMI | C | ORI | DHI | ET | Q2 2022 | August 15, 2022 |
Fundsmith | MSFT | PM | EL | MKC | IDXX | WAT | SYK | PEP | ADP | V | Q2 2022 | August 15, 2022 |
Gardner Russo & Gardner | BRKA | NSRGY | MA | GOOG | PM | Compa... | Heine... | Perno... | BRKB | MLM | Q2 2022 | August 04, 2022 |
Gates Capital Management | ESI | SPGI | TMX | FTV | CHX | OTIS | GLPI | VSTO | OTIS | WH | Q2 2022 | August 15, 2022 |
Giverny Capital | BRKB | KMX | MKL | GOOG | AME | SCHW | HEIA | V | FIVE | PGR | Q2 2022 | August 12, 2022 |
Glenview Capital Management | CI | THC | GPN | DXC | MCK | FISV | CCEP | USFD | BAX | APTV | Q2 2022 | August 11, 2022 |
GoldenTree Asset Management | CRC | VAL | BHC | BAUSC... | NE | NXST | FYBR | BLDR | M | FOXA | Q2 2022 | August 15, 2022 |
GoodHaven Capital Management | BRKB | GOOG | JEF | BLDR | STOR | PGR | DVN | LENB | KKR | HESM | Q2 2022 | August 12, 2022 |
Granahan Investment Management | ENPH | PAYC | CSGP | SPSC | EVH | KRNT | AXON | MGNI | ETSY | BRKS | Q2 2022 | August 15, 2022 |
Greenlight Capital | GRBK | BHF | AAWW | CEIX | TECK | GPN | KYNDR... | ODP | GLD | CPRI | Q2 2022 | August 15, 2022 |
Hawk Ridge Capital Management | LW | KAR | LIVN | UPWK | APOLL... | IFF | ATR | SMCI | BWXT | FERG | Q2 2022 | August 15, 2022 |
Hound Partners | VOO | IWM | MSFT | SPY | HCA | GOOG | KEX | FIS | ROST | TRQ | Q2 2022 | August 15, 2022 |
H Partners Management | HOG | SIX | TPX | Q2 2022 | August 15, 2022 | |||||||
Icahn Capital | IEP | CVI | LNG | FE | NWL | OXYWS | XRX | SWX | HRI | BHC | Q2 2022 | August 15, 2022 |
I.G.Y. Ltd | COST | AMZN | BRKA | Q2 2022 | August 01, 2022 | |||||||
International Value Advisers | NEM | BRKB | LKQ | BRKA | WU | WFC | ATGE | GOLD | CDK | SINA | Q4 2020 | February 12, 2021 |
Ithaka Group | MSFT | NOW | MA | AMZN | NVDA | AAPL | V | CRM | VEEV | FB | Q2 2022 | August 10, 2022 |
Joho Capital | MSFT | BABA | LTHM | EEFT | GPN | STZ | ADSK | APH | PG | EL | Q2 2022 | August 12, 2022 |
Kingstown Capital | INFLE... | CRZN | BTWN | AAC | CSTA | HLAH | FRON | LCAA | KAHC | ATVC | Q2 2022 | August 15, 2022 |
Kylin Management | JD | BEKE | DIDI | TCOM | BILI | GDS | DADA | Q4 2021 | February 14, 2022 | |||
Lafayette Investments | BRKB | MKL | PGR | JNJ | PAYX | TROW | MSFT | AAPL | NSC | Y | Q2 2022 | July 27, 2022 |
Land & Buildings Investment Management | AIRC | AIV | AMH | PSA | SBAC | VTR | ROIC | DRE | AVB | RHP | Q2 2022 | August 12, 2022 |
Leucadia National | HILLM... | FRGI | LGFA | DRAFT... | WTRH | PVAC | Q2 2022 | August 15, 2022 | ||||
Lindsell Train | MDLZ | PEP | INTU | WWE | DIS | PYPL | FICO | EBAY | BFA | MANU | Q2 2022 | August 11, 2022 |
Locust Wood Capital Advisers | LIN | SPY | AMT | SPGI | GOOGL | ANTM | CP | SU | MSFT | V | Q2 2022 | July 20, 2022 |
Lone Pine Capital | AMZN | MSFT | FB | TSM | WDAY | NOW | BATH ... | TMO | MA | V | Q2 2022 | August 15, 2022 |
Long Pond Capital | JBGS | DHI | HLT | LXP | STAG | IRT | SRC | EQR | AVB | LVS | Q2 2022 | August 12, 2022 |
Maple Rock Capital Partners | GLD | PYPL | FB | NFLX | ARCH | VST | SPR | TRIP | NGVT | WDC | Q2 2022 | August 15, 2022 |
Markel Corporation | BRKA | BRKB | BAM | GOOG | HD | DEO | DE | AMZN | V | DIS | Q2 2022 | August 05, 2022 |
MHR Fund Management | TELES... | LGFA | LGFB | TWI | APOLL... | SCHL | STNG | ATUS | BITEU | EQHAU | Q2 2022 | August 15, 2022 |
Mittleman Investment Management | IGT | REV | HCCI | VTRS | Q2 2022 | August 10, 2022 | ||||||
Miura Global Management | RGEN | CYTEK... | INMD | MSFT | RACE | NOW | LNG | V | BABA | FCNCA | Q2 2022 | August 15, 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 | BKNG | MA | EQIX | SPLK | CRM | BSCO | BSCP | BSCQ | Q2 2022 | August 11, 2022 |
MSD Capital | DIN | PTON | TSQ | ICD | Q2 2022 | August 15, 2022 | ||||||
Nantahala Capital Management | IWM | LLY | ESTA | QURE | SGMS | SNDX | COST | IMAX | MLHR | TA | Q2 2022 | August 15, 2022 |
Orbimed Advisors | SVA | BMY | HUM | HZNP | BSX | TPTX | SWTX | UNH | PFE | BMRN | Q2 2022 | August 15, 2022 |
Par Capital Management | EXPE | BKNG | WEX | UBER | SYF | TRIP | FB | LUV | UAL | SAVE | Q2 2022 | August 15, 2022 |
Paulson & Co. | HZNP | BHC | BSIG | OXY | KWEB | NG | APA | AU | PPTA | GOLD | Q2 2022 | August 15, 2022 |
Perceptive Advisors | TRAVE... | FOLD | MRTX | CERE | IOVA | LIANBIO | CRNX | GBT | SWTX | AMYLY... | Q2 2022 | August 15, 2022 |
Pershing Square Capital Management | LOW | CMG | QSR | HLT | HHC | DPZ | CP | Q2 2022 | August 15, 2022 | |||
Polen Capital Management | AMZN | GOOG | ADBE | V | MSFT | MA | FB | ABT | CRM | ACN | Q2 2022 | August 10, 2022 |
Portolan Capital Management | ELF | DOMO | AVID | INVE | LPI | LRN | KRUS | BIO | UTHR | SKX | Q2 2022 | August 15, 2022 |
Punch Card Capital | BRKA | ALLY | WGO | SWBI | Q2 2022 | August 15, 2022 | ||||||
RA Capital Management | ASND | BIIB | CYTEK... | AVTE | DAWN | TVTX | JANX | PCVX | IMGN | NKTX | Q2 2022 | August 15, 2022 |
Raffles Associates | BPOP | EBC | SMBC | PROV | JOB | VIAC | AFBI | WMPN | FBP | LCTX | Q2 2022 | August 15, 2022 |
Ranger Investment Management | GO | WNS | ELF | SLP | MEDP | QLYS | MLAB | LMAT | EVOP | RGEN | Q2 2022 | August 15, 2022 |
RBS Partners | Q2 2022 | August 15, 2022 | ||||||||||
Renaissance Technologies | NVO | MSFT | FB | AAPL | CVX | GILD | KR | HSY | ZM | VRSN | Q2 2022 | August 12, 2022 |
Rings Capital Management | SPGI | MOODY... | MSFT | BANK ... | HRB | Q2 2022 | August 15, 2022 | |||||
RK Capital | HURN | JAZZ | ICFI | FIX | GTLS | WST | CHDN | JBT | KBR | FSS | Q2 2022 | August 12, 2022 |
Robotti & Company | BLDR | TDW | WFG | LXU | WLK | SKY | JEF | CNQ | LECO | IIIN | Q2 2022 | August 12, 2022 |
RV Capital GmbH | CACC | CRM | FB | WIX | CVNA | TRUP | Q2 2022 | August 15, 2022 | ||||
Sachem Head Capital | IFF | USFD | ELAN | OLN | ZEN | ARNC | FDX | LIVN | UBER | FLEX | Q2 2022 | August 12, 2022 |
Sageview Capital | Q3 2020 | October 07, 2020 | ||||||||||
Salzman & Co. | Q4 2020 | February 16, 2021 | ||||||||||
Sands Capital Management | V | AMZN | SE | DXCM | NOW | TEAM | EW | SQ | ASML | MELI | Q2 2022 | August 12, 2022 |
Scion Asset Management | GEO | Q2 2022 | August 15, 2022 | |||||||||
Semper Augustus Investments Group | BRKB | BRKA | OLN | NEM | VIAC | Y | XOM | KGC | VLO | HF SI... | Q2 2022 | August 15, 2022 |
ShawSpring Partners LLC | IAC | SE | CPNG | HLT | SNOW | BLEND... | Q2 2022 | August 12, 2022 | ||||
SoftBank Group | TMUS | AURC | SOFI | LMND | EQRX INC | NVDA | INTER... | ESS T... | NU HL... | FPAC | Q2 2022 | August 15, 2022 |
Soros Fund Management | RIVIA... | AMZN | LBRDK | ACC | DHI | BHVN | Y | ROYAL... | AMERI... | GOOGL | Q2 2022 | August 12, 2022 |
Southeastern Asset Management | LUMN | MAT | FDX | CNX | IAC | H | Gener... | AMG | Warne... | LAZ | Q2 2022 | August 12, 2022 |
SouthernSun Asset Management | DY | DAR | BCO | TKR | MUSA | PII | UNVR | CCMP | MGPI | Crane... | Q2 2022 | August 12, 2022 |
Strategy Capital | TEAM | DDOG | AMZN | SHOP | CRWD | NET | FB | Q2 2022 | August 12, 2022 | |||
Swift Run Capital | BRKB | VGSH | CMCSA | LSXMK | HUN | LSXMA | AMLP | MSFT | AMZN | GRA | Q4 2020 | February 02, 2021 |
TCI Fund Management | GOOG | MSFT | CNI | V | CP | SPGI | MCO | GOOGL | UNP | BXP | Q2 2022 | August 15, 2022 |
Tensile Capital Management | LAD | AVLR | CCK | VVV | ASO | DKS | TTWO | ALIT | COUP | CHNG | Q2 2022 | August 15, 2022 |
Teton Capital Partners | FWONA | FB | IBKR | ULCC | UPWK | BABA | SEMR | UBER | STLA | ZG | Q2 2022 | August 15, 2022 |
Third Point | PCG | DHR | S | UNH | OVV | EQT | DD | CL | CSX | CVE | Q2 2022 | August 15, 2022 |
Triple Frond Partners | CHTR | GOOG | V | TDG | MSFT | AMZN | MCO | VRSN | GWRE | Q2 2022 | August 15, 2022 | |
Turtle Creek Asset Management | BERY | JELD | TFII | MIDD | IR | URBN | ADS | MGA | GIL | SCI | Q2 2022 | August 12, 2022 |
ValueAct Holdings | FISV | KKR | STX | CBRE | LKQ | C | NSIT | BLD | SLM | BHC | Q2 2022 | August 15, 2022 |
Wedgewood Partners | AAPL | V | MSFT | GOOGL | FB | MSI | TSCO | EW | UNH | CDW | Q2 2022 | August 15, 2022 |
Weitz Investment Management | GOOG | BRKB | CSGP | V | LBRDK | MA | KMX | FB | LH | DHR | Q2 2022 | August 12, 2022 |
Whale Rock Capital Management | MSFT | MPWR | INTU | SPLK | AMZN | ORCL | PANW | PSTG | MDB | CRWD | Q2 2022 | August 15, 2022 |
Aquamarine Capital Management, LLC | BRKB | AXP | BAC | MA | RACE | BRKA | MU | MCO | BABA | DJCO | Q2 2022 | August 02, 2022 |
Appaloosa LP | GOOG | FB | AMZN | CONST... | M | ET | EQT | UNH | KSS | MSFT | Q2 2022 | August 15, 2022 |
Lincoln Capital LLC | BRKA | BRKB | MKL | MA | DHR | GOOGL | COST | SBUX | MSFT | DEO | Q2 2022 | July 20, 2022 |
Magellan Asset Management Ltd | MSFT | V | MA | GOOG | YUM | MCD | ICE | CCI | USB | WEC | Q2 2022 | August 12, 2022 |
Conestoga Capital Advisors, LLC | CWST | EXPO | SPSC | OMCL | DSGX | NOVT | MRCY | FSV | ROLL | AAON | Q2 2022 | July 22, 2022 |
Himalaya Capital Management LLC | MU | BAC | GOOG | BRKB | AAPL | GOOGL | Q2 2022 | August 16, 2022 |