Master investors' top pick
Most important positions.(position value / total portfolio value great than 5%, and are owned by two or more masters)
| TICKER | CORP NAME | MASTER | VALUE($) | % OF TOTAL | REPORT DATE |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | RV Capital GmbH Greenwoods Asset Management Tiger Global Management Dorsey Asset Management ValueAct Holdings Fundsmith LLP Wedgewood Partners Lone Pine Capital Sequoia Fund | 105.5M 558.7M 4.3B 142.4M 584.9M 2.2B 45.9M 1.0B 294.5M | 19.54% 17.31% 16.18% 15.09% 12.77% 10.19% 9.24% 8.75% 5.35% | Q2 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 |
|
V
|
Visa Inc - Class A | TCI Fund Management Akre Capital Management ValueAct Holdings Valley Forge Capital Fundsmith LLP Wedgewood Partners Weitz Investment Management AltaRock Partners | 5.8B 1.1B 460.1M 319.6M 1.4B 32.0M 113.6M 298.0M | 13.44% 10.70% 10.04% 7.28% 6.60% 6.44% 6.04% 5.99% | Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 |
|
MSFT
|
Microsoft Corporation | Bill & Melinda Gates Foundation AltaRock Partners TCI Fund Management Fundsmith LLP Tiger Global Management Wedgewood Partners Lone Pine Capital Yacktman Asset Management | 10.7B 968.0M 6.5B 2.0B 2.3B 34.9M 735.9M 451.8M | 25.55% 19.46% 14.97% 9.17% 8.81% 7.04% 6.36% 5.94% | Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 |
|
GOOGL
|
Alphabet Inc - Class A | Himalaya Capital AltaRock Partners Wedgewood Partners Sequoia Fund Abrams Capital Greenlea Lane Capital Pershing Square Tiger Global Management | 393.3M 534.2M 41.0M 366.9M 328.5M 16.2M 686.3M 1.6B | 17.78% 10.74% 8.26% 6.66% 5.83% 5.60% 5.75% 5.99% | Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | Punch Card Management Chou Associates First Manhattan Co. Greenlea Lane Capital Aquamarine Capital Markel Corp | 115.8M 68.7M 11.4B 53.5M 21.9K 889.5M | 53.44% 37.12% 33.20% 18.48% 7.06% 7.90% | Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q2 2025 Q1 2025 |
|
AMZN
|
Amazon.com Inc. | Greenlea Lane Capital AltaRock Partners Lone Pine Capital Third Point Appaloosa Management Baillie Gifford | 61.8M 989.8M 828.2M 447.1M 477.6M 6.6B | 21.34% 19.90% 7.15% 6.82% 5.70% 5.78% | Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | Aquamarine Capital Bill & Melinda Gates Foundation Himalaya Capital H&H International Investment Weitz Investment Management Markel Corp | 68.3K 9.1B 478.1M 1.8B 152.8M 815.9M | 22.04% 21.88% 21.61% 15.00% 8.12% 7.25% | Q2 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 |
|
PDD
|
Pinduoduo Inc - ADR | Greenwoods Asset Management Punch Card Management Scion Asset Management H&H International Investment Appaloosa Management RV Capital GmbH | 548.6M 36.3M 23.7M 917.7M 517.2M 35.1M | 17.00% 16.76% 11.88% 7.64% 6.17% 6.50% | Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q2 2025 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Aspex Management Wedgewood Partners Greenwoods Asset Management Lone Pine Capital Sequoia Fund | 395.5K 46.1M 261.4M 641.7M 309.8M | 10.17% 9.29% 8.10% 5.54% 5.63% | Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 |
|
AAPL
|
Apple Inc | H&H International Investment Berkshire Hathaway Wedgewood Partners Chou Associates Greenwoods Asset Management | 7.6B 66.6B 35.1M 9.8M 173.8M | 63.33% 25.76% 7.06% 5.28% 5.38% | Q1 2025 Q1 2025 Q1 2025 Q1 2025 Q1 2025 |
|
MA
|
Mastercard Incorporated - Class A | Valley Forge Capital Akre Capital Management Aquamarine Capital AltaRock Partners Weitz Investment Management | 813.8M 1.8B 36.9K 321.3M 98.2M | 18.54% 17.56% 11.92% 6.46% 5.21% | Q1 2025 Q1 2025 Q2 2025 Q1 2025 Q1 2025 |
|
MCO
|
Moody`s Corp. | TCI Fund Management Valley Forge Capital Akre Capital Management AltaRock Partners | 6.1B 612.0M 1.1B 442.8M | 14.13% 13.94% 10.90% 8.90% | Q1 2025 Q1 2025 Q1 2025 Q1 2025 |
|
GOOG
|
Alphabet Inc - Class C | Himalaya Capital Dorsey Asset Management Pershing Square Chou Associates | 383.0M 99.8M 988.0M 12.9M | 17.31% 10.58% 8.28% 6.96% | Q1 2025 Q1 2025 Q1 2025 Q1 2025 |
|
SPGI
|
S&P Global Inc | Valley Forge Capital TCI Fund Management Cantillon Capital Management | 891.8M 5.3B 928.9M | 20.32% 12.14% 5.37% | Q1 2025 Q1 2025 Q2 2025 |
|
INTU
|
Intuit Inc | ShawSpring Partners Lindsell Train Ltd Lone Pine Capital | 102.5M 455.0M 861.9M | 14.08% 12.59% 7.44% | Q1 2025 Q1 2025 Q1 2025 |
|
BAC
|
Bank Of America Corp. | Himalaya Capital Aquamarine Capital Berkshire Hathaway | 577.8M 36.3K 26.4B | 26.12% 11.73% 10.19% | Q1 2025 Q2 2025 Q1 2025 |
|
PYPL
|
PayPal Holdings Inc | Lindsell Train Ltd Wedgewood Partners Dorsey Asset Management | 272.2M 34.4M 56.0M | 7.53% 6.94% 5.93% | Q1 2025 Q1 2025 Q1 2025 |
|
CACC
|
Credit Acceptance Corp. | RV Capital GmbH Sequoia Fund | 65.7M 332.1M | 12.16% 6.03% | Q2 2025 Q1 2025 |
|
HLT
|
Hilton Worldwide Holdings Inc | Pershing Square ShawSpring Partners | 682.8M 40.9M | 5.72% 5.62% | Q1 2025 Q1 2025 |
|
CP
|
Canadian Pacific Railway Ltd | Pershing Square TCI Fund Management | 1.0B 3.9B | 8.71% 8.89% | Q1 2025 Q1 2025 |
|
AXP
|
American Express Co. | Aquamarine Capital Berkshire Hathaway | 67.0K 40.8B | 21.62% 15.77% | Q2 2025 Q1 2025 |
|
DIS
|
Walt Disney Co (The) | ValueAct Holdings Lindsell Train Ltd | 648.1M 422.5M | 14.15% 11.69% | Q1 2025 Q1 2025 |
|
BKNG
|
Booking Holdings Inc | Dorsey Asset Management Wedgewood Partners | 73.6M 30.3M | 7.80% 6.11% | Q1 2025 Q1 2025 |
|
DHR
|
Danaher Corp. | Dorsey Asset Management Weitz Investment Management | 141.7M 101.8M | 15.02% 5.41% | Q1 2025 Q1 2025 |
|
OXY
|
Occidental Petroleum Corp. | Berkshire Hathaway H&H International Investment | 13.1B 682.5M | 5.06% 5.69% | Q1 2025 Q1 2025 |
|
SE
|
Sea Ltd - ADR | Aspex Management Tiger Global Management | 763.1K 2.1B | 19.62% 7.87% | Q1 2025 Q1 2025 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | Appaloosa Management Scion Asset Management | 1.2B 26.4M | 14.56% 13.27% | Q1 2025 Q1 2025 |
|
FUTU
|
Futu Holdings Ltd - ADR | Aspex Management Greenwoods Asset Management | 286.8K 194.6M | 7.37% 6.03% | Q1 2025 Q1 2025 |
|
GE
|
General Electric Co. | TCI Fund Management Trian Fund Management | 9.5B 806.6M | 21.95% 21.59% | Q1 2025 Q1 2025 |
|
WIX
|
Wix.com Ltd | RV Capital GmbH Dorsey Asset Management | 53.6M 52.2M | 9.91% 5.53% | Q2 2025 Q1 2025 |
|
CSGP
|
Costar Group, Inc. | ShawSpring Partners Akre Capital Management | 91.0M 737.9M | 12.50% 7.09% | Q1 2025 Q1 2025 |
|
LAD
|
Lithia Motors, Inc. - Class A | Conifer Management Abrams Capital | 146.8M 717.6M | 22.25% 12.73% | Q1 2025 Q1 2025 |
|
FICO
|
Fair, Isaac Corp. | Valley Forge Capital Lindsell Train Ltd | 1.4B 443.2M | 32.29% 12.26% | Q1 2025 Q1 2025 |
|
ANTM
|
Anthem Inc | Brave Warrior Advisors Sequoia Fund | 686.2M 488.4M | 15.72% 8.87% | Q1 2025 Q1 2025 |
|
CNI
|
Canadian National Railway Co. | Bill & Melinda Gates Foundation TCI Fund Management | 5.3B 2.6B | 12.78% 6.04% | Q1 2025 Q1 2025 |