The top 10 holdings of superinvestors:
#1 | #2 | #3 | #4 | #5 | #6 | #7 | #8 | #9 | #10 | Quarter | Filed ↓ | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
3G Capital Partners | FB | PDD | CPNG | GSHD | AMZN | ADI | UBER | APP | MELI | CVNA | Q2 2024 | August 14, 2024 |
Abdiel Capital Advisors | HUBS | GLBE | TOAST... | BILL | APPN | FND | AFRM | Q2 2024 | August 14, 2024 | |||
Abrams Capital Management | LOAR ... | LAD | ABG | GOOGL | FB | ET | CPNG | U HAU... | WLTW | TPX | Q2 2024 | August 09, 2024 |
ACK Asset Management | DY | MTZ | ENS | ROG | CNM | ATS | MTRN | GVA | ARRY | ATRO | Q2 2024 | August 13, 2024 |
Ako Capital | ALC | MSFT | FICO | GENER... | INTU | ACN | ICE | V | BKNG | MCO | Q2 2024 | August 13, 2024 |
Akre Capital Management | MA | MCO | KKR | AMT | ORLY | ROP | V | BROOK... | CSGP | DHR | Q2 2024 | August 13, 2024 |
Alkeon Capital Management | QQQ | SPY | MSFT | NVDA | AMZN | FB | AMZN | GOOGL | TSM | FB | Q2 2024 | August 14, 2024 |
Alta Fox Capital Management | REVG | CASH | ALV | GOOGL | DAKT | AMZN | APP | MSFT | MA | IDT | Q2 2024 | August 14, 2024 |
Altai Capital Management | DMRC | ETWO | SKY H... | YTRA | ETWOWS | SKY H... | Q2 2024 | August 14, 2024 | ||||
Altarock Partners | TDG | MSFT | AMZN | GOOGL | V | MCO | MA | FICO | CHTR | Q2 2024 | August 14, 2024 | |
Altimeter Capital Management | SNOW | FB | UBER | NVDA | MSFT | CFLT | AMZN | PDD | APH | GOOGL | Q2 2024 | August 14, 2024 |
AQR Capital Management | NVDA | AAPL | MSFT | AMZN | GOOGL | FB | CI | GOOG | MCK | JNJ | Q2 2024 | August 14, 2024 |
Ariel Investments | JLL | GNRC | MAT | ADT | Lazar... | AMG | Madis... | NTRS | CHKP | Core ... | Q2 2024 | August 14, 2024 |
ARK Investment Management | TSLA | COIN | ROKU | SQ | RBLX | Robin... | CRSP | PATH | PLTR | SHOP | Q2 2024 | July 26, 2024 |
Avenir Corp | MSFT | MKL | AMT | AMZN | ORLY | CPRT | AAPL | BRKB | OLED | LMT | Q2 2024 | August 14, 2024 |
Baillie Gifford | NVDA | MELI | AMZN | MRNA | SPOT | PDD | SHOP | TTD | CPNG | NFLX | Q2 2024 | July 25, 2024 |
Baker Brothers Advisors | INCY | BGNE | ACAD | MDGL | RVMD | RYTM | INSM | BCYC | SMMT | KYMR | Q2 2024 | August 14, 2024 |
Bares Capital Management | PEGA | IBKR | WDAY | SQ | ETSY | ALGN | CSGP | W | ALRM | XPEL | Q2 2024 | August 14, 2024 |
Baupost Group | LIBER... | WLTW | CRH PLC | FIS | CLVT | GOOG | VSAT | HUM | JAZZ | WCC | Q2 2024 | August 13, 2024 |
Berkshire Hathaway | AAPL | BAC | AXP | KO | CVX | OXY | KHC | MCO | CB | DVA | Q2 2024 | August 14, 2024 |
Brave Warrior Advisors | ANTM | DFS | PRI | APOLL... | SNX | FNF | OMF | LEN | F&G A... | LAD | Q2 2024 | August 14, 2024 |
Bridgewater Associates | IVV | IEMG | GOOGL | NVDA | PG | AMZN | MSFT | FB | JNJ | WMT | Q2 2024 | August 14, 2024 |
Broad Run Investment Management | BROOK... | MKL | AMAT | ORLY | AON | AMT | KMX | ECPG | ASTS | CCOI | Q2 2024 | August 14, 2024 |
Brookfield Asset Management | CQP | BROOK... | BROOK... | BROOK... | BROOK... | BBU | BIPC | LNG | BEPC | WMB | Q2 2024 | August 15, 2024 |
Brown Capital Management | GWRE | MANH | DDOG | TYL | GKOS | APPF | ALRM | VCEL | CYBR | VEEV | Q2 2024 | August 12, 2024 |
Cannell Capital | NOA | TRUE | MDXG | UTI | VVI | CAVA ... | CVCO | ARLO | INSE | CLH | Q2 2024 | August 14, 2024 |
Centerbridge Partners | GTX | BANC | REALO... | GOHEA... | DISH ... | GDS | UNITE... | PERFE... | BANZA... | Q2 2024 | August 14, 2024 | |
Chou Associates Management | BRKA | GOOG | AAPL | SYF | STLA | ALLY | NAVI | C | WFC | POOL | Q2 2024 | August 14, 2024 |
ClearBridge Investments | MSFT | NVDA | AMZN | AAPL | FB | V | UNH | AVGO | NFLX | JPM | Q2 2024 | August 14, 2024 |
Coatue Management | FB | AMZN | TSM | NVDA | MSFT | ETN | QCOM | ADBE | AMD | DELL | Q2 2024 | August 14, 2024 |
Conifer Management | EQH | LAD | GPI | STLA | YNDX | RMNI | Q2 2024 | August 14, 2024 | ||||
Corsair Capital Management | SPX T... | SGRP | VRT | SPY | LAUR | GDDY | SOLAR... | WSC | SPGI | APG | Q2 2024 | August 13, 2024 |
D1 Capital Partners L.P. | MAPLE... | PM | LEN | LYV | XPO | AMZN | RCL | GE VE... | HDB | SPOT | Q2 2024 | August 14, 2024 |
Daily Journal Corporation | WFC | BAC | BABA | USB | Q1 2024 | April 04, 2024 | ||||||
Dalal Street | AMR | ARCH | HCC | CEIX | Q2 2024 | August 13, 2024 | ||||||
Donald Smith & Co. | AER | EGO | MHO | X | CIVIT... | JACKS... | UNM | GNW | IAG | JEF | Q2 2024 | August 09, 2024 |
Dorsey Asset Management | FB | SMAR | WIX | AZO | GOOG | DHR | PYPL | SPT | HRI | SEMR | Q2 2024 | August 14, 2024 |
Dragoneer Investment Group | GLBE | ATLAS... | RBLX | CPNG | PDD | DASH | FLUTT... | ZI | BZ | JAMF | Q2 2024 | August 14, 2024 |
Duquesne Family Office | Coher... | CPNG | VST | NTRA | STX | MSFT | WWD | KMI | PM | MAA | Q2 2024 | August 14, 2024 |
Edgewood Management | NFLX | MSFT | ASML | V | LLY | NOW | ADBE | NVDA | ABNB | INTU | Q2 2024 | August 13, 2024 |
Ensemble Capital Management | BKNG | HD | MA | GOOGL | NFLX | BR | NVR | ADI | NOW | PAYX | Q2 2024 | August 14, 2024 |
Eventide Asset Management | TT | TMDX | WCN | ROP | ODFL | DDOG | TTD | MIRM | CLDX | DHI | Q2 2024 | August 13, 2024 |
Fairfax Financial Holdings | OXY | ORLA ... | KW | BB | GOOGL | VOO | UAA | TSM | BEN | MRK | Q2 2024 | August 14, 2024 |
Fairholme Capital Management | JOE | EPD | OZK | BRKB | WRB | BRKA | AAPL | Q2 2024 | August 14, 2024 | |||
Fundsmith | MSFT | FB | SYK | PM | V | ADP | IDXX | GOOGL | WAT | MAR | Q2 2024 | August 14, 2024 |
Gardner Russo & Gardner | BRKA | GOOG | MA | NSRGY | Compa... | Heine... | BRKB | PM | NFLX | Perno... | Q2 2024 | August 13, 2024 |
Gates Capital Management | XLI | XLI | XLB | XLB | VSTO | CARR | CRH PLC | RTOKY | KENVU... | DAR | Q2 2024 | August 14, 2024 |
Giverny Capital | BRKB | AME | FB | HEIA | GOOG | KMX | PGR | V | NVR | IBP | Q2 2024 | August 14, 2024 |
Glenview Capital Management | THC | CVS | CI | GPN | CTVA | IWM | ALIT | UHS | ESI | DXC | Q2 2024 | August 14, 2024 |
GoldenTree Asset Management | BHC | SEAS | CCL | BAUSC... | MGM | VEREN... | AER | UBER | TEVA | TWLO | Q2 2024 | August 14, 2024 |
GoodHaven Capital Management | BRKB | GOOG | BLDR | JEF | BAC | DVN | LENB | KKR | PGR | VITES... | Q2 2024 | August 12, 2024 |
Granahan Investment Management | INDI | ZETA | AXON | MGNI | SPT | EVH | TOAST... | VCTR | SPSC | GENI | Q2 2024 | August 14, 2024 |
Greenlight Capital | GRBK | CEIX | BHF | KYNDR... | THC | ODP | ALIT | GLD | TECK | LIVN | Q4 2023 | February 14, 2024 |
Hawk Ridge Capital Management | GMED | CTSH | RPD | FMX | ALLE | HUM | ATLAN... | R1 RC... | WSC | KAR | Q2 2024 | August 14, 2024 |
Hound Partners | FTNT | ISHAR... | BKNG | BIO | GLNG | MSFT | FISV | HCA | MTN | MHK | Q2 2024 | August 14, 2024 |
H Partners Management | HOG | SIX | Q2 2024 | August 14, 2024 | ||||||||
Icahn Capital | IEP | CVI | SWX | IFF | UAN | BHC | DAN | JBLU | AEP | CZR | Q2 2024 | August 14, 2024 |
I.G.Y. Ltd | AMZN | COST | BRKA | Q2 2024 | August 14, 2024 | |||||||
International Value Advisers | NEM | BRKB | LKQ | BRKA | WU | WFC | ATGE | GOLD | CDK | SINA | Q4 2020 | February 12, 2021 |
Ithaka Group | AMZN | NVDA | MSFT | NOW | MA | AAPL | CMG | ISRG | CRM | V | Q2 2024 | August 09, 2024 |
Joho Capital | MSFT | UBER | ADBE | PWR | SHLS | DUTCH... | NU HL... | BMBL | APH | PG | Q2 2024 | August 14, 2024 |
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 | KLAC | MSFT | FB | GOOG | AAPL | LII | LOW | Q2 2024 | July 31, 2024 |
Land & Buildings Investment Management | FR | INVH | SUI | EQIX | NHI | SKT | AMERI... | CBRE | OUT | KRG | Q2 2024 | August 14, 2024 |
Leucadia National | SPY | SPY | GLD | GLD | SPY | GLNG | IWM | HYG | XLE | QQQ | Q2 2024 | August 13, 2024 |
Lindsell Train | MDLZ | FICO | INTU | TKO G... | DIS | PEP | PYPL | EBAY | BFA | MANU | Q2 2024 | July 23, 2024 |
Locust Wood Capital Advisers | LINDE... | TSM | ANTM | VRT | AXTA | SU | AMZN | GOOGL | PCG | APOLL... | Q2 2024 | August 12, 2024 |
Lone Pine Capital | TSM | MSFT | AMZN | FB | PM | KKR | ASML | INTU | VST | SPOT | Q2 2024 | August 14, 2024 |
Long Pond Capital | DHI | IRT | ADC | COLD | CPT | JBGS | MAA | SBAC | NNN | SITC | Q2 2024 | August 14, 2024 |
Makaira Partners LLC | PGR | CHTR | LAMR | BATH ... | CDW | DPZ | KMX | SAVER... | WHD | LBRDK | Q2 2024 | August 15, 2024 |
Maple Rock Capital Partners | QQQ | SPY | WDC | IWM | SPR | VST | JD | BABA | TEVA | FMC | Q2 2024 | August 14, 2024 |
Markel Corporation | BRKA | BRKB | GOOG | AMZN | BROOK... | HD | DE | NVO | ADI | WSO | Q2 2024 | August 02, 2024 |
MHR Fund Management | IOVA | LGFA | TELES... | LGFB | APOLL... | TWI | SCHL | DVAX | ATUS | Q2 2024 | August 14, 2024 | |
Mittleman Investment Management | IGT | REV | HCCI | VTRS | Q2 2022 | August 10, 2022 | ||||||
Miura Global Management | MSFT | AAPL | NVDA | BSX | TDG | LLY | APPF | AMZN | QCOM | NFLX | Q2 2024 | August 14, 2024 |
Moab Capital Partners | KSI | THERA... | ATH | ATSG | WMPN | AMZN | MGLN | PFX | GOOGL | WMT | Q3 2021 | November 15, 2021 |
Motley Fool Wealth Management, LLC | AMZN | FB | GOOG | PANW | BKNG | MELI | BSCP | CRM | BSCQ | MA | Q2 2024 | August 08, 2024 |
MSD Capital | LIFE ... | SAFEH... | TSQ | Q2 2024 | August 14, 2024 | |||||||
Nantahala Capital Management | IWM | LLY | SOLEN... | ESTA | XBI | IWM | LOPE | PTON | EOLS | BVS | Q2 2024 | August 14, 2024 |
Orbimed Advisors | SVA | LLY | EWTX | BSX | ISRG | BIIB | ENLIV... | MRK | THC | JANX | Q2 2024 | August 14, 2024 |
Par Capital Management | BKNG | SYF | EXPE | WEX | UBER | UAL | DAL | CAR | SCHW | CVNA | Q2 2024 | August 14, 2024 |
Paulson & Co. | MDGL | BSIG | BHC | PPTA | NG | AEM | ANGLO... | THRY | THM | SA | Q2 2024 | August 14, 2024 |
Perceptive Advisors amendment | CERE | FOLD | ARCEL... | IOVA | NUVAL... | RYTM | PCVX | SOLEN... | ITCI | IMTX | Q2 2024 | August 16, 2024 |
Pershing Square Capital Management | HLT | CMG | QSR | GOOG | HOWAR... | CANAD... | GOOGL | BROOK... | NKE | Q2 2024 | August 14, 2024 | |
Polen Capital Management | AMZN | MSFT | GOOG | V | NOW | MA | CRM | TMO | ABT | ABNB | Q2 2024 | August 12, 2024 |
Portolan Capital Management | LNTH | CELES... | SMCI | ZETA | KTOS | ELF | MOD | WDC | NVT | CSTL | Q2 2024 | August 14, 2024 |
Punch Card Capital | BRKA | SGOV | WGO | SWBI | Q2 2024 | August 14, 2024 | ||||||
RA Capital Management | ASND | PCVX | JANX | LEGN | RYTM | BIIB | ELIEM... | RXSIG... | RNA | DYN | Q2 2024 | August 14, 2024 |
Raffles Associates | SMBC | EBC | IVANH... | OFG | PROV | PROSH... | FBP | LCTX | AFBI | NB BA... | Q2 2024 | August 14, 2024 |
Ranger Investment Management | LMAT | Permi... | TXRH | MEDP | SLP | OSW | BOOT | CWST | GWRE | PDFS | Q2 2024 | August 14, 2024 |
RBS Partners | Q3 2022 | November 14, 2022 | ||||||||||
Renaissance Technologies | NVO | PLTR | NVDA | VRTX | UTHR | VRSN | FB | ABNB | AVGO | TSLA | Q2 2024 | August 09, 2024 |
Rings Capital Management | MCO | MSFT | KMX | CHKP | SILK | RTX | HRB | Q2 2024 | August 14, 2024 | |||
RK Capital | KBR | BLBD | CSL | MMS | CELLE... | MMSI | MATX | KEX | FIX | GTLS | Q2 2024 | August 13, 2024 |
Robotti & Company | TDW | BLDR | LXU | WFG | WLK | JEF | RDNT | CVCO | FTI | NVGS | Q2 2024 | August 14, 2024 |
RV Capital GmbH | CVNA | FB | CACC | WIX | PDD | IBKR | DE | CRM | Q2 2024 | August 07, 2024 | ||
Sachem Head Capital | USFD | ZI | TWLO | CVS | NEXTR... | STX | SHC | WDC | CXM | COHER... | Q2 2024 | August 14, 2024 |
Sageview Capital | Q3 2020 | October 07, 2020 | ||||||||||
Salzman Financial Management | Q4 2020 | February 16, 2021 | ||||||||||
Sands Capital Management | NVDA | AMZN | ASML | MSFT | V | MELI | LRCX | DXCM | NFLX | NU HL... | Q2 2024 | August 13, 2024 |
Scion Asset Management | BABA | FOUR | MOH | BIDU | JD | HPP | REAL | UIHC | OLAPL... | BCAB | Q2 2024 | August 14, 2024 |
Semper Augustus Investments Group | BRKB | BRKA | MCY | DG | KGC | NEM | OLN | SBUX | VIAC | HF SI... | Q2 2024 | August 14, 2024 |
ShawSpring Partners LLC | IAC | FOUR | HLT | MNDY | INTU | CPNG | SE | NCINO... | PCOR | BLEND... | Q2 2024 | August 14, 2024 |
SoftBank Group | TMUS | SYMBO... | NVDA | INTER... | NU HL... | LMND | TEMPU... | VTEX | NEUMO... | AFYA | Q2 2024 | August 14, 2024 |
Soros Fund Management | SPY | RIVIA... | HYG | AZN | WRK | GOOGL | SPY | AAPL | AER | WAYFA... | Q2 2024 | August 14, 2024 |
Southeastern Asset Management | CNX | FDX | MAT | AMG | FIS | IAC | K | MGM | BIO | LYV | Q2 2024 | August 14, 2024 |
SouthernSun Asset Management | DY | MGPI | BOOT | DAR | BDC | BCO | USPH | LPX | SAM | EPAC | Q2 2024 | August 14, 2024 |
Strategy Capital | CRWD | AMZN | FB | SHOP | AXON | DDOG | NET | TSM | MNDY | TSLA | Q2 2024 | August 13, 2024 |
Swift Run Capital | BRKB | VGSH | CMCSA | LSXMK | HUN | LSXMA | AMLP | MSFT | AMZN | GRA | Q4 2020 | February 02, 2021 |
TCI Fund Management | GE AE... | MCO | MSFT | CNI | SPGI | V | CANAD... | GOOG | GOOGL | FERRO... | Q2 2024 | August 14, 2024 |
Tensile Capital Management | VERX | DKS | VVV | LAD | ALIT | QTWO | CCK | USFD | SMAR | ATLAN... | Q2 2024 | August 14, 2024 |
Teton Capital Partners | UPWK | IBKR | STLA | ALLY | ULCC | DESP | LPI | OSCR | BABA | AMZN | Q2 2024 | August 14, 2024 |
Third Point | AMZN | PCG | MSFT | FB | DHR | BATH ... | AAPL | VST | GOOGL | TSM | Q2 2024 | August 14, 2024 |
Triple Frond Partners | CHTR | GOOG | AMZN | MSFT | TDG | MCO | V | LRCX | MSCI | CANAD... | Q2 2024 | August 14, 2024 |
Turtle Creek Asset Management | BERY | MIDD | ADS | KMX | JELD | BC | SSNC | CIGI | OTEX | GIL | Q2 2024 | August 14, 2024 |
Valley Forge Capital Management, LP | FICO | SPGI | MA | MCO | INTU | V | ASML | ASPEN... | Q2 2024 | August 14, 2024 | ||
ValueAct Holdings | CRM | NSIT | DIS | EXPE | SPOT | FISV | KKR | RBLX | NYT | FLUTT... | Q2 2024 | August 14, 2024 |
Wedgewood Partners | FB | GOOGL | TSM | AAPL | V | UNH | PYPL | MSFT | TSCO | CPRT | Q2 2024 | August 13, 2024 |
Weitz Investment Management | BRKB | GOOG | FB | V | MA | DHR | AON | TMO | CSGP | KMX | Q2 2024 | August 14, 2024 |
Whale Rock Capital Management | NVDA | GOOGL | MSFT | AMZN | CELES... | FB | NU HL... | DUOLI... | APP | AVGO | Q2 2024 | August 14, 2024 |
Appaloosa LP | BABA | AMZN | MSFT | FB | GOOG | ORCL | PDD | AMD | ADBE | FXI | Q2 2024 | August 14, 2024 |
Himalaya Capital Management LLC | BAC | GOOG | GOOGL | BRKB | EWBC | AAPL | OXY | Q2 2024 | August 14, 2024 | |||
Conestoga Capital Advisors, LLC | CWST | DSGX | EXPO | ALTR | SSD | SPSC | ROAD | FSV | NOVT | ROLL | Q2 2024 | July 26, 2024 |
Lincoln Capital LLC | BRKB | BRKA | COST | GOOGL | MKL | MA | DHR | MSFT | AMZN | SBUX | Q2 2024 | July 23, 2024 |
Magellan Asset Management Ltd | MSFT | AMZN | ICE | UNH | FB | NFLX | V | AAPL | MA | INTU | Q2 2024 | August 13, 2024 |
Aquamarine Capital Management, LLC | BRKB | AXP | BAC | MA | RACE | BRKA | MU | MCO | BABA | DJCO | Q2 2022 | August 02, 2022 |