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 TCI Fund Management Fundsmith LLP Tiger Global Management Appaloosa Management First Manhattan Co. Lone Pine Capital Wedgewood Partners Yacktman Asset Management | 12.0B 797.3M 5.9B 2.6B 2.3B 408.9M 1.9B 691.1M 27.5M 513.0M | 28.55% 16.13% 13.91% 11.12% 8.51% 6.33% 5.50% 5.13% 5.41% 6.00% | Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 |
|
GOOGL
|
Alphabet Inc - Class A | Himalaya Capital AltaRock Partners Wedgewood Partners Sequoia Fund Tiger Global Management Abrams Capital Greenlea Lane Capital Cantillon Capital Management Fundsmith LLP Pershing Square | 481.4M 658.9M 46.8M 452.8M 2.0B 402.1M 20.4M 849.4M 1.3B 754.6M | 17.76% 13.33% 9.21% 7.69% 7.38% 6.47% 6.15% 5.13% 5.53% 5.98% | Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 |
|
FB
|
Meta Platforms Inc - Class A | RV Capital GmbH Greenwoods Asset Management Tiger Global Management Dorsey Asset Management Fundsmith LLP Wedgewood Partners Lone Pine Capital Abrams Capital Sequoia Fund Third Point | 87.6M 514.6M 4.4B 121.9M 2.7B 46.6M 1.2B 326.6M 305.4M 389.4M | 18.77% 16.26% 16.52% 12.57% 11.39% 9.17% 8.86% 5.25% 5.18% 5.23% | Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 |
|
V
|
Visa Inc - Class A | TCI Fund Management Akre Capital Management Wedgewood Partners Fundsmith LLP Valley Forge Capital AltaRock Partners Weitz Investment Management | 5.3B 1.0B 38.3M 1.5B 288.2M 276.5M 109.6M | 12.52% 8.94% 7.54% 6.23% 6.35% 5.59% 5.65% | Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 |
|
AMZN
|
Amazon.com Inc. | AltaRock Partners Greenlea Lane Capital Third Point Appaloosa Management Baillie Gifford Lone Pine Capital Tiger Global Management | 1.2B 79.0M 756.9M 570.4M 7.9B 831.3M 1.4B | 23.42% 23.82% 10.17% 8.82% 6.08% 6.17% 5.32% | Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 |
|
GOOG
|
Alphabet Inc - Class C | Himalaya Capital Dorsey Asset Management Pershing Square Chou Associates TCI Fund Management Appaloosa Management Weitz Investment Management | 579.7M 121.7M 1.4B 15.7M 3.1B 358.4M 98.8M | 21.38% 12.55% 11.39% 10.69% 7.41% 5.54% 5.09% | Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | Punch Card Management Chou Associates First Manhattan Co. Greenlea Lane Capital Aquamarine Capital Markel Corp | 237.6M 58.6M 10.1B 47.7M 20.4K 758.5M | 75.42% 39.91% 29.58% 14.37% 7.10% 6.69% | Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 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 | 63.7K 8.9B 406.9M 1.6B 146.5M 694.4M | 22.16% 21.20% 15.01% 11.31% 7.55% 6.12% | Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 |
|
MA
|
Mastercard Incorporated - Class A | Valley Forge Capital Akre Capital Management Aquamarine Capital AltaRock Partners Weitz Investment Management | 781.8M 2.0B 34.6K 308.7M 98.5M | 17.22% 16.87% 12.04% 6.24% 5.08% | Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 |
|
AAPL
|
Apple Inc | H&H International Investment Berkshire Hathaway Wedgewood Partners Chou Associates Greenwoods Asset Management | 10.2B 75.1B 41.0M 11.0M 186.4M | 70.50% 28.12% 8.08% 7.51% 5.89% | Q4 2024 Q4 2024 Q4 2024 Q4 2024 Q4 2024 |
|
MCO
|
Moody`s Corp. | TCI Fund Management Valley Forge Capital Akre Capital Management AltaRock Partners | 6.3B 622.1M 1.5B 450.1M | 14.78% 13.70% 12.61% 9.11% | Q4 2024 Q4 2024 Q4 2024 Q4 2024 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Wedgewood Partners Greenwoods Asset Management Sequoia Fund Lone Pine Capital | 46.8M 245.9M 381.9M 742.7M | 9.21% 7.77% 6.48% 5.52% | Q4 2024 Q4 2024 Q4 2024 Q4 2024 |
|
INTU
|
Intuit Inc | Lindsell Train Ltd ShawSpring Partners Lone Pine Capital Valley Forge Capital | 483.7M 53.9M 727.0M 252.8M | 12.09% 7.14% 5.40% 5.57% | Q4 2024 Q4 2024 Q4 2024 Q4 2024 |
|
PDD
|
Pinduoduo Inc - ADR | Greenwoods Asset Management Scion Asset Management Appaloosa Management RV Capital GmbH | 449.6M 7.3M 519.5M 33.5M | 14.20% 9.39% 8.04% 7.18% | Q4 2024 Q4 2024 Q4 2024 Q4 2024 |
|
LAD
|
Lithia Motors, Inc. - Class A | Conifer Management Abrams Capital Brave Warrior Advisors | 178.7M 854.7M 218.9M | 23.04% 13.75% 5.45% | Q4 2024 Q4 2024 Q4 2024 |
|
PYPL
|
PayPal Holdings Inc | Dorsey Asset Management Lindsell Train Ltd Wedgewood Partners | 111.1M 365.5M 40.1M | 11.45% 9.14% 7.89% | Q4 2024 Q4 2024 Q4 2024 |
|
BAC
|
Bank Of America Corp. | Himalaya Capital Aquamarine Capital Berkshire Hathaway | 794.7M 33.7K 29.9B | 29.31% 11.73% 11.19% | Q4 2024 Q4 2024 Q4 2024 |
|
SPGI
|
S&P Global Inc | Valley Forge Capital TCI Fund Management Cantillon Capital Management | 874.1M 5.2B 930.7M | 19.25% 12.21% 5.62% | Q4 2024 Q4 2024 Q4 2024 |
|
VST
|
Vistra Corp | Appaloosa Management Lone Pine Capital | 372.2M 738.0M | 5.76% 5.48% | Q4 2024 Q4 2024 |
|
JD
|
JD.com Inc - ADR | Scion Asset Management Appaloosa Management | 10.4M 362.9M | 13.43% 5.61% | Q4 2024 Q4 2024 |
|
CNI
|
Canadian National Railway Co. | Bill & Melinda Gates Foundation TCI Fund Management | 5.6B 3.0B | 13.25% 7.11% | Q4 2024 Q4 2024 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | Scion Asset Management Appaloosa Management | 12.7M 1.0B | 16.42% 15.54% | Q4 2024 Q4 2024 |
|
AXP
|
American Express Co. | Aquamarine Capital Berkshire Hathaway | 62.3K 45.0B | 21.67% 16.84% | Q4 2024 Q4 2024 |
|
DIS
|
Walt Disney Co (The) | ValueAct Holdings Lindsell Train Ltd | 731.1M 496.4M | 16.66% 12.41% | Q4 2024 Q4 2024 |
|
FICO
|
Fair, Isaac Corp. | Valley Forge Capital Lindsell Train Ltd | 1.6B 508.7M | 34.39% 12.72% | Q4 2024 Q4 2024 |
|
CSGP
|
Costar Group, Inc. | ShawSpring Partners Akre Capital Management | 65.1M 666.8M | 8.63% 5.77% | Q4 2024 Q4 2024 |
|
HLT
|
Hilton Worldwide Holdings Inc | Pershing Square ShawSpring Partners | 1.3B 77.7M | 10.66% 10.29% | Q4 2024 Q4 2024 |
|
SE
|
Sea Ltd - ADR | Aspex Management Tiger Global Management | 519.4K 1.7B | 14.04% 6.43% | Q4 2024 Q4 2024 |
|
PM
|
Philip Morris International Inc | Fundsmith LLP Lone Pine Capital | 1.4B 778.5M | 5.77% 5.78% | Q4 2024 Q4 2024 |
|
CP
|
Canadian Pacific Railway Ltd | TCI Fund Management Pershing Square | 4.0B 1.1B | 9.37% 8.54% | Q4 2024 Q4 2024 |
|
DHR
|
Danaher Corp. | Dorsey Asset Management Third Point | 90.6M 436.1M | 9.34% 5.86% | Q4 2024 Q4 2024 |
|
CACC
|
Credit Acceptance Corp. | RV Capital GmbH Sequoia Fund | 61.8M 307.6M | 13.24% 5.22% | Q4 2024 Q4 2024 |
|
WIX
|
Wix.com Ltd | RV Capital GmbH Dorsey Asset Management | 77.2M 124.2M | 16.54% 12.80% | Q4 2024 Q4 2024 |
|
UNH
|
Unitedhealth Group Inc | Sequoia Fund Wedgewood Partners | 423.9M 28.0M | 7.20% 5.52% | Q4 2024 Q4 2024 |
|
GE
|
General Electric Co. | TCI Fund Management Trian Fund Management | 7.7B 672.2M | 18.09% 17.32% | Q4 2024 Q4 2024 |
|
ANTM
|
Anthem Inc | Brave Warrior Advisors Sequoia Fund | 601.3M 422.0M | 14.96% 7.16% | Q4 2024 Q4 2024 |