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 | Greenwoods Asset Management RV Capital GmbH Dorsey Asset Management Tiger Global Management Scion Asset Management Fundsmith LLP Wedgewood Partners Lone Pine Capital ValueAct Holdings Sequoia Fund | 731.7M 105.5M 180.9M 5.6B 73.8M 2.6B 53.0M 1.2B 460.1M 293.4M | 25.46% 19.54% 16.22% 16.32% 12.76% 11.44% 10.30% 8.75% 8.22% 5.03% | Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 |
|
AMZN
|
Amazon.com Inc. | AltaRock Partners Greenlea Lane Capital ValueAct Holdings Appaloosa Management Pershing Square Lone Pine Capital Third Point Tiger Global Management Baillie Gifford | 1.4B 71.2M 849.6M 592.4M 1.3B 1.1B 594.5M 2.3B 7.3B | 25.14% 17.19% 15.17% 9.19% 9.31% 7.86% 7.80% 6.88% 5.46% | Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 |
|
MSFT
|
Microsoft Corporation | Bill & Melinda Gates Foundation AltaRock Partners TCI Fund Management Fundsmith LLP Tiger Global Management Wedgewood Partners Yacktman Asset Management First Manhattan Co. Lone Pine Capital | 13.0B 1.3B 8.7B 2.5B 3.3B 41.0M 549.8M 2.2B 922.6M | 27.27% 23.42% 17.23% 10.68% 9.56% 7.96% 7.39% 6.22% 6.57% | Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 |
|
GOOGL
|
Alphabet Inc - Class A | Himalaya Capital Lindsell Train Ltd Sequoia Fund Wedgewood Partners Abrams Capital Pershing Square Fundsmith LLP Tiger Global Management | 448.2M 357.4M 417.0M 39.3M 374.3M 945.1M 1.2B 1.9B | 16.67% 8.42% 7.15% 7.62% 6.12% 6.88% 5.21% 5.50% | Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 |
|
V
|
Visa Inc - Class A | TCI Fund Management Akre Capital Management Valley Forge Capital ValueAct Holdings Fundsmith LLP Wedgewood Partners Weitz Investment Management | 6.8B 1.1B 323.8M 442.0M 1.4B 29.3M 105.8M | 13.35% 11.04% 7.15% 7.89% 5.95% 5.69% 5.69% | Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | Chou Associates Punch Card Management First Manhattan Co. Greenlea Lane Capital Aquamarine Capital Markel Corp | 62.7M 105.7M 10.4B 48.8M 21.9K 811.9M | 34.28% 34.10% 29.50% 11.78% 7.06% 6.86% | Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | Bill & Melinda Gates Foundation Aquamarine Capital Himalaya Capital H&H International Investment Weitz Investment Management Markel Corp | 11.7B 68.3K 436.1M 1.6B 139.3M 744.2M | 24.53% 22.04% 16.22% 14.24% 7.49% 6.29% | Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 |
|
PDD
|
Pinduoduo Inc - ADR | Himalaya Capital Punch Card Management Greenwoods Asset Management H&H International Investment RV Capital GmbH | 482.3M 43.4M 337.0M 906.6M 35.1M | 17.93% 14.02% 11.73% 7.86% 6.50% | Q2 2025 Q2 2025 Q2 2025 Q2 2025 Q2 2025 |
|
GOOG
|
Alphabet Inc - Class C | Himalaya Capital Dorsey Asset Management Pershing Square Chou Associates | 434.8M 117.4M 1.1B 14.6M | 16.17% 10.53% 8.17% 7.99% | Q2 2025 Q2 2025 Q2 2025 Q2 2025 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Wedgewood Partners Aspex Management Sequoia Fund Lone Pine Capital | 47.2M 395.6K 434.3M 778.2M | 9.16% 8.60% 7.45% 5.54% | Q2 2025 Q2 2025 Q2 2025 Q2 2025 |
|
MA
|
Mastercard Incorporated - Class A | Akre Capital Management Valley Forge Capital Aquamarine Capital AltaRock Partners | 1.9B 834.4M 36.9K 329.4M | 18.14% 18.43% 11.92% 6.01% | Q2 2025 Q2 2025 Q2 2025 Q2 2025 |
|
MCO
|
Moody`s Corp. | Valley Forge Capital TCI Fund Management Akre Capital Management AltaRock Partners | 659.2M 6.6B 1.2B 477.6M | 14.56% 13.10% 11.33% 8.72% | Q2 2025 Q2 2025 Q2 2025 Q2 2025 |
|
PYPL
|
PayPal Holdings Inc | Punch Card Management Lindsell Train Ltd Wedgewood Partners | 48.3M 336.5M 31.7M | 15.60% 7.93% 6.15% | Q2 2025 Q2 2025 Q2 2025 |
|
BAC
|
Bank Of America Corp. | Himalaya Capital Aquamarine Capital Berkshire Hathaway | 493.6M 36.3K 28.6B | 18.36% 11.73% 11.12% | Q2 2025 Q2 2025 Q2 2025 |
|
NVDA
|
NVIDIA Corp | Baillie Gifford Third Point Tiger Global Management | 7.8B 442.4M 1.9B | 5.79% 5.81% 5.43% | Q2 2025 Q2 2025 Q2 2025 |
|
COF
|
Capital One Financial Corp. | Brave Warrior Advisors Sequoia Fund Third Point | 390.0M 450.4M 383.9M | 8.94% 7.72% 5.04% | Q2 2025 Q2 2025 Q2 2025 |
|
SPGI
|
S&P Global Inc | Valley Forge Capital TCI Fund Management Cantillon Capital Management | 925.4M 5.8B 928.9M | 20.44% 11.53% 5.37% | Q2 2025 Q2 2025 Q2 2025 |
|
AAPL
|
Apple Inc | H&H International Investment Berkshire Hathaway Wedgewood Partners | 7.2B 57.4B 32.9M | 62.47% 22.31% 6.39% | Q2 2025 Q2 2025 Q2 2025 |
|
CVNA
|
Carvana Co. - Class A | RV Capital GmbH Lone Pine Capital | 172.0M 724.1M | 31.83% 5.15% | Q2 2025 Q2 2025 |
|
LAD
|
Lithia Motors, Inc. - Class A | Conifer Management Abrams Capital | 168.9M 825.9M | 21.98% 13.51% | Q2 2025 Q2 2025 |
|
FICO
|
Fair, Isaac Corp. | Valley Forge Capital Lindsell Train Ltd | 1.4B 407.8M | 31.03% 9.61% | Q2 2025 Q2 2025 |
|
VST
|
Vistra Corp | Lone Pine Capital Appaloosa Management | 1.3B 348.9M | 8.92% 5.41% | Q2 2025 Q2 2025 |
|
BKNG
|
Booking Holdings Inc | Dorsey Asset Management Wedgewood Partners | 105.9M 31.0M | 9.49% 6.01% | Q2 2025 Q2 2025 |
|
DIS
|
Walt Disney Co (The) | Lindsell Train Ltd ValueAct Holdings | 506.9M 630.9M | 11.95% 11.27% | Q2 2025 Q2 2025 |
|
SE
|
Sea Ltd - ADR | Aspex Management Tiger Global Management | 828.6K 2.6B | 18.01% 7.53% | Q2 2025 Q2 2025 |
|
FUTU
|
Futu Holdings Ltd - ADR | Aspex Management Greenwoods Asset Management | 419.4K 189.3M | 9.11% 6.59% | Q2 2025 Q2 2025 |
|
CACC
|
Credit Acceptance Corp. | RV Capital GmbH Sequoia Fund | 65.7M 297.5M | 12.16% 5.10% | Q2 2025 Q2 2025 |
|
AXP
|
American Express Co. | Aquamarine Capital Berkshire Hathaway | 67.0K 48.4B | 21.62% 18.78% | Q2 2025 Q2 2025 |
|
SCHW
|
Charles Schwab Corp. | Sequoia Fund Yacktman Asset Management | 602.1M 416.5M | 10.32% 5.60% | Q2 2025 Q2 2025 |
|
DHR
|
Danaher Corp. | Dorsey Asset Management Weitz Investment Management | 183.1M 104.1M | 16.42% 5.60% | Q2 2025 Q2 2025 |
|
GE
|
General Electric Co. | Trian Fund Management TCI Fund Management | 1.0B 12.2B | 27.36% 24.12% | Q2 2025 Q2 2025 |
|
UNH
|
Unitedhealth Group Inc | Scion Asset Management Appaloosa Management | 115.4M 764.3M | 19.96% 11.85% | Q2 2025 Q2 2025 |
|
YMM
|
Full Truck Alliance Co Ltd - ADR | Greenwoods Asset Management Aspex Management | 340.1M 265.2K | 11.83% 5.76% | Q2 2025 Q2 2025 |
|
INTU
|
Intuit Inc | ShawSpring Partners Lindsell Train Ltd | 109.3M 524.4M | 13.80% 12.36% | Q2 2025 Q2 2025 |
|
CSGP
|
Costar Group, Inc. | ShawSpring Partners Akre Capital Management | 109.0M 748.5M | 13.76% 7.33% | Q2 2025 Q2 2025 |
|
ANTM
|
Anthem Inc | Brave Warrior Advisors Sequoia Fund | 431.6M 426.2M | 9.89% 7.31% | Q2 2025 Q2 2025 |