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 |
|---|---|---|---|---|---|
|
MSFT
|
Microsoft Corporation | Bill & Melinda Gates Foundation AltaRock Partners Fundsmith LLP TCI Fund Management Tiger Global Management Appaloosa Management First Manhattan Co. Greenlea Lane Capital Lone Pine Capital Third Point Wedgewood Partners Yacktman Asset Management | 12.5B 832.6M 3.0B 5.2B 2.3B 417.4M 1.9B 16.9M 712.5M 374.4M 28.9M 537.2M | 27.64% 16.40% 11.75% 11.72% 9.81% 6.20% 5.71% 5.14% 5.31% 5.04% 5.24% 5.51% | Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 |
|
FB
|
Meta Platforms Inc - Class A | Tiger Global Management RV Capital GmbH Greenwoods Asset Management Dorsey Asset Management Fundsmith LLP Lone Pine Capital Wedgewood Partners Abrams Capital Appaloosa Management Sequoia Fund | 4.3B 85.6M 494.3M 133.2M 2.8B 1.1B 48.1M 355.2M 357.8M 324.7M | 18.23% 17.66% 15.69% 14.36% 11.03% 8.08% 8.72% 5.70% 5.31% 5.08% | Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 |
|
GOOGL
|
Alphabet Inc - Class A | Himalaya Capital AltaRock Partners Wedgewood Partners Tiger Global Management Sequoia Fund Abrams Capital Greenlea Lane Capital Pershing Square | 421.8M 552.9M 46.1M 1.7B 442.3M 342.8M 18.5M 661.2M | 17.06% 10.89% 8.36% 7.29% 6.92% 5.51% 5.61% 5.12% | Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 |
|
AMZN
|
Amazon.com Inc. | Greenlea Lane Capital AltaRock Partners Third Point Appaloosa Management Lone Pine Capital Baillie Gifford Tiger Global Management | 69.7M 1.0B 689.4M 596.3M 1.0B 7.2B 1.2B | 21.17% 19.83% 9.28% 8.86% 7.62% 5.36% 5.10% | Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 |
|
V
|
Visa Inc - Class A | TCI Fund Management Akre Capital Management Wedgewood Partners AltaRock Partners Fundsmith LLP Valley Forge Capital | 4.6B 899.6M 39.2M 307.5M 1.5B 250.8M | 10.49% 7.49% 7.12% 6.06% 6.03% 5.57% | Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 |
|
GOOG
|
Alphabet Inc - Class C | Himalaya Capital Pershing Square Chou Associates Dorsey Asset Management TCI Fund Management H&H International Investment | 508.9M 1.3B 13.8M 75.5M 2.8B 847.0M | 20.58% 9.77% 8.63% 8.14% 6.43% 5.12% | Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | Punch Card Management Chou Associates First Manhattan Co. Greenlea Lane Capital Aquamarine Capital Markel Corp | 241.2M 62.2M 10.2B 49.1M 20.7K 770.0M | 72.10% 38.97% 30.10% 14.89% 7.26% 6.93% | Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | Aquamarine Capital Bill & Melinda Gates Foundation Himalaya Capital H&H International Investment Weitz Investment Management Markel Corp | 64.7K 10.2B 413.2M 1.7B 148.8M 705.1M | 22.66% 22.60% 16.71% 10.52% 7.33% 6.35% | Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 |
|
AAPL
|
Apple Inc | H&H International Investment Berkshire Hathaway Wedgewood Partners Chou Associates Greenwoods Asset Management | 12.3B 69.9B 38.7M 10.3M 176.3M | 74.33% 26.24% 7.02% 6.42% 5.60% | Q3 2024 Q3 2024 Q3 2024 Q3 2024 Q3 2024 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Greenwoods Asset Management Wedgewood Partners Sequoia Fund Lone Pine Capital | 299.1M 45.9M 504.5M 731.6M | 9.49% 8.34% 7.89% 5.46% | Q3 2024 Q3 2024 Q3 2024 Q3 2024 |
|
MCO
|
Moody`s Corp. | TCI Fund Management Akre Capital Management Valley Forge Capital AltaRock Partners | 6.3B 1.6B 611.5M 506.2M | 14.28% 13.28% 13.59% 9.97% | Q3 2024 Q3 2024 Q3 2024 Q3 2024 |
|
MA
|
Mastercard Incorporated - Class A | Akre Capital Management Valley Forge Capital Aquamarine Capital AltaRock Partners | 1.9B 733.2M 32.5K 306.2M | 16.11% 16.29% 11.37% 6.03% | Q3 2024 Q3 2024 Q3 2024 Q3 2024 |
|
SE
|
Sea Ltd - ADR | Aspex Management ShawSpring Partners Tiger Global Management | 467.3K 88.9M 1.5B | 12.37% 11.23% 6.45% | Q3 2024 Q3 2024 Q3 2024 |
|
INTU
|
Intuit Inc | Lindsell Train Ltd ShawSpring Partners Valley Forge Capital | 569.0M 66.4M 276.3M | 12.84% 8.39% 6.14% | Q3 2024 Q3 2024 Q3 2024 |
|
SPGI
|
S&P Global Inc | Valley Forge Capital TCI Fund Management Cantillon Capital Management | 881.3M 5.4B 960.4M | 19.58% 12.21% 5.87% | Q3 2024 Q3 2024 Q3 2024 |
|
PYPL
|
PayPal Holdings Inc | Dorsey Asset Management Lindsell Train Ltd Wedgewood Partners | 90.7M 358.3M 43.3M | 9.78% 8.09% 7.85% | Q3 2024 Q3 2024 Q3 2024 |
|
LAD
|
Lithia Motors, Inc. - Class A | Conifer Management Abrams Capital Brave Warrior Advisors | 222.3M 759.5M 271.4M | 25.45% 12.20% 5.63% | Q3 2024 Q3 2024 Q3 2024 |
|
PDD
|
Pinduoduo Inc - ADR | Greenwoods Asset Management Appaloosa Management RV Capital GmbH | 609.0M 714.6M 43.1M | 19.33% 10.62% 8.88% | Q3 2024 Q3 2024 Q3 2024 |
|
NVDA
|
NVIDIA Corp | Aspex Management Baillie Gifford Tiger Global Management | 308.1K 7.7B 1.2B | 8.16% 5.77% 5.02% | Q3 2024 Q3 2024 Q3 2024 |
|
UNH
|
Unitedhealth Group Inc | Sequoia Fund Wedgewood Partners Tiger Global Management | 565.0M 35.2M 1.4B | 8.84% 6.38% 5.90% | Q3 2024 Q3 2024 Q3 2024 |
|
BAC
|
Bank Of America Corp. | Himalaya Capital Berkshire Hathaway Aquamarine Capital | 717.5M 31.7B 30.5K | 29.02% 11.88% 10.67% | Q3 2024 Q3 2024 Q3 2024 |
|
AXP
|
American Express Co. | Aquamarine Capital Berkshire Hathaway | 57.0K 41.1B | 19.94% 15.44% | Q3 2024 Q3 2024 |
|
DHR
|
Danaher Corp. | Dorsey Asset Management Third Point | 82.7M 542.1M | 8.92% 7.30% | Q3 2024 Q3 2024 |
|
CPNG
|
Coupang Inc - Class A | ShawSpring Partners Abrams Capital | 72.8M 319.6M | 9.19% 5.13% | Q3 2024 Q3 2024 |
|
CNI
|
Canadian National Railway Co. | Bill & Melinda Gates Foundation TCI Fund Management | 6.4B 4.2B | 14.25% 9.43% | Q3 2024 Q3 2024 |
|
FOUR
|
Shift4 Payments Inc - Class A | ShawSpring Partners Scion Asset Management | 116.9M 13.3M | 14.77% 10.24% | Q3 2024 Q3 2024 |
|
VST
|
Vistra Corp | Lone Pine Capital Third Point | 806.8M 376.4M | 6.02% 5.06% | Q3 2024 Q3 2024 |
|
ANTM
|
Anthem Inc | Brave Warrior Advisors Sequoia Fund | 853.5M 522.4M | 17.71% 8.17% | Q3 2024 Q3 2024 |
|
GE
|
General Electric Co. | TCI Fund Management Trian Fund Management | 9.1B 760.0M | 20.64% 19.53% | Q3 2024 Q3 2024 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | Scion Asset Management Appaloosa Management | 39.1M 1.1B | 30.17% 15.76% | Q3 2024 Q3 2024 |
|
DIS
|
Walt Disney Co (The) | ValueAct Holdings Lindsell Train Ltd | 718.0M 524.4M | 16.42% 11.83% | Q3 2024 Q3 2024 |
|
FICO
|
Fair, Isaac Corp. | Valley Forge Capital Lindsell Train Ltd | 1.6B 572.3M | 34.93% 12.91% | Q3 2024 Q3 2024 |
|
WIX
|
Wix.com Ltd | RV Capital GmbH Dorsey Asset Management | 66.2M 92.6M | 13.66% 9.98% | Q3 2024 Q3 2024 |
|
BBWI
|
Bath & Body Works Inc | Makaira Partners Third Point | 73.5M 376.2M | 9.45% 5.06% | Q3 2024 Q3 2024 |
|
HLT
|
Hilton Worldwide Holdings Inc | Pershing Square ShawSpring Partners | 1.7B 66.7M | 13.15% 8.43% | Q3 2024 Q3 2024 |
|
FUTU
|
Futu Holdings Ltd - ADR | Aspex Management Greenwoods Asset Management | 435.5K 180.3M | 11.53% 5.72% | Q3 2024 Q3 2024 |
|
APO
|
Apollo Global Management Inc - Class A (New) | Tiger Global Management Brave Warrior Advisors | 1.5B 284.5M | 6.55% 5.90% | Q3 2024 Q3 2024 |
|
CP
|
Canadian Pacific Railway Ltd | TCI Fund Management Pershing Square | 4.7B 1.3B | 10.67% 9.85% | Q3 2024 Q3 2024 |