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 Tiger Global Management Fundsmith LLP TCI Fund Management Greenwoods Asset Management Greenlea Lane Capital Third Point Appaloosa Management Lone Pine Capital First Manhattan Co. Yacktman Asset Management Wedgewood Partners | 15.4B 738.0M 2.2B 3.2B 4.4B 380.7M 37.5M 742.6M 652.1M 812.0M 1.9B 668.6M 29.9M | 33.49% 15.86% 12.29% 12.54% 11.17% 11.80% 10.62% 9.46% 9.65% 6.41% 6.23% 6.01% 5.98% | Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 |
|
FB
|
Meta Platforms Inc - Class A | RV Capital GmbH Greenwoods Asset Management Tiger Global Management Dorsey Asset Management Abrams Capital Fundsmith LLP Appaloosa Management Lone Pine Capital Wedgewood Partners Third Point | 96.3M 613.8M 3.6B 139.5M 301.3M 2.4B 545.1M 1.0B 41.4M 600.2M | 25.73% 19.03% 19.81% 16.21% 9.41% 9.44% 8.07% 8.19% 8.28% 7.65% | Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 |
|
V
|
Visa Inc - Class A | TCI Fund Management AltaRock Partners Akre Capital Management Wedgewood Partners Fundsmith LLP Valley Forge Capital Viking Global Investors Weitz Investment Management | 4.7B 496.3M 913.1M 37.0M 1.6B 254.5M 1.8B 101.6M | 11.82% 10.67% 7.55% 7.40% 6.22% 6.94% 6.57% 5.13% | Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 |
|
GOOGL
|
Alphabet Inc - Class A | Himalaya Capital AltaRock Partners Abrams Capital Wedgewood Partners Tiger Global Management Pershing Square Sequoia Fund Third Point | 383.9K 646.8M 312.0M 46.2M 1.6B 657.3M 438.4M 452.8M | 16.98% 13.90% 9.74% 9.24% 8.50% 6.11% 6.81% 5.77% | Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 |
|
GOOG
|
Alphabet Inc - Class C | Himalaya Capital Dorsey Asset Management Pershing Square TCI Fund Management H&H International Investment Weitz Investment Management Yacktman Asset Management | 463.5K 128.9M 1.4B 2.6B 780.5M 115.4M 556.3M | 20.50% 14.98% 13.27% 6.50% 5.50% 5.83% 5.00% | Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 |
|
AMZN
|
Amazon.com Inc. | Greenlea Lane Capital AltaRock Partners Third Point Appaloosa Management Lone Pine Capital Tiger Global Management Baillie Gifford | 87.3M 758.4M 919.9M 690.5M 810.5M 1.1B 7.4B | 24.72% 16.30% 11.72% 10.22% 6.40% 6.23% 5.79% | Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q2 2024 |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | Chou Associates Punch Card Management First Manhattan Co. Greenlea Lane Capital Aquamarine Capital Markel Corp | 51.9M 221.4M 9.7B 45.0M 18.4K 706.8M | 58.22% 55.36% 31.48% 12.76% 7.00% 6.97% | Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q2 2024 Q1 2024 |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | Aquamarine Capital Himalaya Capital Bill & Melinda Gates Foundation H&H International Investment Markel Corp Weitz Investment Management | 57.2K 377.5K 7.3B 1.7B 644.2M 137.6M | 21.78% 16.70% 15.87% 12.12% 6.35% 6.95% | Q2 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 |
|
AAPL
|
Apple Inc | H&H International Investment Berkshire Hathaway Wedgewood Partners Himalaya Capital | 11.1B 135.4B 33.8M 130.3K | 78.01% 40.81% 6.77% 5.76% | Q1 2024 Q1 2024 Q1 2024 Q1 2024 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Sequoia Fund Wedgewood Partners Greenwoods Asset Management Lone Pine Capital | 505.7M 39.5M 211.2M 839.8M | 7.85% 7.90% 6.55% 6.63% | Q1 2024 Q1 2024 Q1 2024 Q1 2024 |
|
MCO
|
Moody`s Corp. | Akre Capital Management Valley Forge Capital TCI Fund Management AltaRock Partners | 1.8B 478.9M 4.8B 314.5M | 14.48% 13.06% 12.09% 6.76% | Q1 2024 Q1 2024 Q1 2024 Q1 2024 |
|
NVDA
|
NVIDIA Corp | Baillie Gifford Appaloosa Management Greenwoods Asset Management | 10.1B 399.4M 168.5M | 7.90% 5.91% 5.22% | Q2 2024 Q1 2024 Q1 2024 |
|
MA
|
Mastercard Incorporated - Class A | Valley Forge Capital Akre Capital Management Aquamarine Capital | 715.0M 2.2B 29.0K | 19.50% 18.37% 11.05% | Q1 2024 Q1 2024 Q2 2024 |
|
SPGI
|
S&P Global Inc | Valley Forge Capital TCI Fund Management Cantillon Capital Management | 704.4M 3.8B 881.3M | 19.21% 9.69% 5.54% | Q1 2024 Q1 2024 Q1 2024 |
|
PYPL
|
PayPal Holdings Inc | Dorsey Asset Management Lindsell Train Ltd Wedgewood Partners | 81.2M 273.8M 32.8M | 9.44% 6.32% 6.57% | Q1 2024 Q2 2024 Q1 2024 |
|
INTU
|
Intuit Inc | Lindsell Train Ltd ShawSpring Partners Valley Forge Capital | 591.0M 85.3M 289.2M | 13.63% 10.95% 7.89% | Q2 2024 Q1 2024 Q1 2024 |
|
DIS
|
Walt Disney Co (The) | Trian Fund Management ValueAct Holdings Lindsell Train Ltd | 4.0B 663.0M 499.7M | 49.33% 14.59% 11.53% | Q1 2024 Q1 2024 Q2 2024 |
|
BAC
|
Bank Of America Corp. | Himalaya Capital Aquamarine Capital Berkshire Hathaway | 685.6K 30.5K 39.2B | 30.33% 11.63% 11.81% | Q1 2024 Q2 2024 Q1 2024 |
|
CACC
|
Credit Acceptance Corp. | RV Capital GmbH Sequoia Fund | 75.9M 396.0M | 20.28% 6.15% | Q1 2024 Q1 2024 |
|
PDD
|
Pinduoduo Inc - ADR | Greenwoods Asset Management RV Capital GmbH | 422.5M 33.8M | 13.10% 9.02% | Q1 2024 Q1 2024 |
|
APO
|
Apollo Global Management Inc - Class A (New) | Brave Warrior Advisors Tiger Global Management | 427.8M 1.4B | 8.95% 7.55% | Q1 2024 Q1 2024 |
|
CP
|
Canadian Pacific Railway Ltd | Pershing Square TCI Fund Management | 1.3B 4.8B | 12.37% 12.21% | Q1 2024 Q1 2024 |
|
AXP
|
American Express Co. | Aquamarine Capital Berkshire Hathaway | 48.6K 34.5B | 18.52% 10.41% | Q2 2024 Q1 2024 |
|
KKR
|
KKR & Co. Inc. | Akre Capital Management Lone Pine Capital | 1.5B 703.3M | 12.38% 5.55% | Q1 2024 Q1 2024 |
|
MU
|
Micron Technology Inc. | Aquamarine Capital Aspex Management | 26.3K 309.7K | 10.02% 8.29% | Q2 2024 Q1 2024 |
|
CRM
|
Salesforce.Com Inc | ValueAct Holdings Lone Pine Capital | 1.1B 722.9M | 23.11% 5.71% | Q1 2024 Q1 2024 |
|
KMX
|
Carmax Inc | Makaira Partners Sequoia Fund | 102.2M 345.7M | 12.33% 5.37% | Q1 2024 Q1 2024 |
|
SE
|
Sea Ltd - ADR | ShawSpring Partners Aspex Management | 101.5M 399.0K | 13.04% 10.68% | Q1 2024 Q1 2024 |
|
FICO
|
Fair, Isaac Corp. | Valley Forge Capital Lindsell Train Ltd | 1.1B 653.7M | 30.02% 15.08% | Q1 2024 Q2 2024 |
|
DASH
|
DoorDash Inc - Class A | Aspex Management Greenwoods Asset Management | 274.5K 222.7M | 7.34% 6.90% | Q1 2024 Q1 2024 |
|
CPNG
|
Coupang Inc - Class A | ShawSpring Partners Abrams Capital | 87.8M 231.6M | 11.28% 7.23% | Q1 2024 Q1 2024 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | Appaloosa Management Scion Asset Management | 814.0M 9.0M | 12.05% 8.74% | Q1 2024 Q1 2024 |
|
MNDY
|
Monday.Com Ltd | ShawSpring Partners Greenlea Lane Capital | 98.5M 19.5M | 12.64% 5.51% | Q1 2024 Q1 2024 |
|
LAD
|
Lithia Motors, Inc. - Class A | Conifer Management Abrams Capital | 210.6M 719.4M | 23.24% 22.47% | Q1 2024 Q1 2024 |
|
DHR
|
Danaher Corp. | Dorsey Asset Management Third Point | 77.5M 511.9M | 9.01% 6.52% | Q1 2024 Q1 2024 |
|
BBWI
|
Bath & Body Works Inc | Makaira Partners Third Point | 123.8M 642.8M | 14.93% 8.19% | Q1 2024 Q1 2024 |
|
UNH
|
Unitedhealth Group Inc | Sequoia Fund Wedgewood Partners | 508.5M 31.2M | 7.89% 6.23% | Q1 2024 Q1 2024 |
|
WIX
|
Wix.com Ltd | RV Capital GmbH Dorsey Asset Management | 59.3M 103.9M | 15.83% 12.07% | Q1 2024 Q1 2024 |
|
GE
|
General Electric Co. | TCI Fund Management Trian Fund Management | 8.2B 707.4M | 20.72% 8.82% | Q1 2024 Q1 2024 |
|
ALLY
|
Ally Financial Inc | Punch Card Management Chou Associates | 87.7M 6.5M | 21.93% 7.25% | Q1 2024 Q1 2024 |
|
CNI
|
Canadian National Railway Co. | Bill & Melinda Gates Foundation TCI Fund Management | 7.2B 5.2B | 15.75% 13.12% | Q1 2024 Q1 2024 |
|
HLT
|
Hilton Worldwide Holdings Inc | Pershing Square ShawSpring Partners | 2.0B 121.7M | 18.20% 15.63% | Q1 2024 Q1 2024 |
|
ANTM
|
Anthem Inc | Brave Warrior Advisors Sequoia Fund | 853.4M 557.3M | 17.85% 8.65% | Q1 2024 Q1 2024 |