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 Greenwoods Asset Management Tiger Global Management Fundsmith LLP Appaloosa Management Third Point AKO Capital First Manhattan Co. Lone Pine Capital Wedgewood Partners Yacktman Asset Management 12.4T 698.3B 372.8B 1.9T 2.7T 516.3B 702.5B 310.3M 1.5T 572.1B 23.3B 559.8B 31.88% 17.49% 14.62% 14.27% 12.41% 10.19% 10.66% 5.06% 5.49% 5.52% 5.57% 5.52% Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023
FB
Meta Platforms Inc - Class A RV Capital GmbH Tiger Global Management Dorsey Asset Management Greenwoods Asset Management Appaloosa Management Abrams Capital Wedgewood Partners Lone Pine Capital Fundsmith LLP Third Point 80.6B 2.7T 140.9B 374.0B 585.4B 278.7B 41.6B 834.3B 1.5T 330.2B 24.60% 19.69% 18.39% 14.67% 11.56% 9.21% 9.95% 8.04% 6.83% 5.01% Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023
V
Visa Inc - Class A TCI Fund Management AltaRock Partners Akre Capital Management AKO Capital Valley Forge Capital Fundsmith LLP Viking Global Investors Wedgewood Partners 3.9T 478.0B 1.1T 436.2M 208.2B 1.3T 1.6T 27.3B 14.02% 11.97% 9.59% 7.12% 7.10% 6.02% 6.51% 6.54% Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023
GOOG
Alphabet Inc - Class C Himalaya Capital Dorsey Asset Management Pershing Square TCI Fund Management Appaloosa Management Weitz Investment Management Yacktman Asset Management 401.4M 119.7B 1.2T 2.2T 362.6B 129.6B 543.2B 22.05% 15.63% 11.78% 8.10% 7.16% 7.13% 5.35% Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023
GOOGL
Alphabet Inc - Class A Himalaya Capital AltaRock Partners Abrams Capital Wedgewood Partners Sequoia Fund Pershing Square Tiger Global Management 332.8M 688.2B 303.9B 36.5B 398.3B 569.9B 698.2B 18.29% 17.24% 10.04% 8.74% 6.61% 5.43% 5.15% Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023 Q3 2023
BRK.B
Berkshire Hathaway Inc. - Class B Aquamarine Capital Bill & Melinda Gates Foundation Himalaya Capital Markel Corp Weitz Investment Management 38.4M 7.9T 314.5M 536.6B 126.8B 22.55% 20.28% 17.28% 6.48% 6.97% Q2 2022 Q3 2023 Q3 2023 Q3 2023 Q3 2023
AMZN
Amazon.com Inc. AltaRock Partners Appaloosa Management Third Point Lone Pine Capital 584.8B 476.7B 594.9B 694.7B 14.65% 9.41% 9.02% 6.70% Q3 2023 Q3 2023 Q3 2023 Q3 2023
MA
Mastercard Incorporated - Class A Akre Capital Management Valley Forge Capital Aquamarine Capital Lone Pine Capital 2.9T 589.6B 20.7M 691.4B 25.53% 20.11% 12.19% 6.67% Q3 2023 Q3 2023 Q2 2022 Q3 2023
BRK.A
Berkshire Hathaway Inc. - Class A Chou Associates First Manhattan Co. Aquamarine Capital Markel Corp 42.5B 9.0T 12.3M 592.1B 56.66% 33.18% 7.21% 7.15% Q3 2023 Q3 2023 Q2 2022 Q3 2023
TSM
Taiwan Semiconductor Manufacturing - ADR Lone Pine Capital Optimus Prime Fund Sequoia Fund Wedgewood Partners 677.8B 46.5B 364.6B 23.1B 6.53% 6.18% 6.05% 5.53% Q3 2023 Q3 2023 Q3 2023 Q3 2023
BAC
Bank Of America Corp. Himalaya Capital Aquamarine Capital Berkshire Hathaway 495.1M 23.9M 28.3T 27.20% 14.04% 9.03% Q3 2023 Q2 2022 Q3 2023
DIS
Walt Disney Co (The) Trian Fund Management Lindsell Train Ltd Dorsey Asset Management 2.7T 452.8B 50.8B 40.52% 9.09% 6.64% Q3 2023 Q3 2023 Q3 2023
AAPL
Apple Inc Berkshire Hathaway Himalaya Capital Wedgewood Partners 156.8T 130.1M 31.7B 50.04% 7.15% 7.59% Q3 2023 Q3 2023 Q3 2023
NVDA
NVIDIA Corp Aspex Management Appaloosa Management Baillie Gifford 295.5M 445.9B 6.0T 9.09% 8.80% 5.47% Q3 2023 Q3 2023 Q3 2023
LAD
Lithia Motors, Inc. - Class A Abrams Capital Conifer Management Brave Warrior Advisors 706.2B 206.7B 260.7B 23.33% 23.30% 6.51% Q3 2023 Q3 2023 Q3 2023
MCO
Moody`s Corp. Akre Capital Management Valley Forge Capital TCI Fund Management 1.6T 385.2B 3.3T 13.99% 13.14% 11.90% Q3 2023 Q3 2023 Q3 2023
SPGI
S&P Global Inc Valley Forge Capital TCI Fund Management Cantillon Capital Management 605.0B 3.3T 791.0B 20.64% 12.01% 5.87% Q3 2023 Q3 2023 Q3 2023
FICO
Fair, Isaac Corp. Valley Forge Capital Lindsell Train Ltd 819.1B 618.1B 27.94% 12.40% Q3 2023 Q3 2023
AXP
American Express Co. Aquamarine Capital Berkshire Hathaway 29.1M 22.6T 17.10% 7.22% Q2 2022 Q3 2023
KKR
KKR & Co. Inc. ValueAct Holdings Akre Capital Management 703.5B 1.0T 15.80% 9.05% Q3 2023 Q3 2023
CNI
Canadian National Railway Co. TCI Fund Management Bill & Melinda Gates Foundation 4.4T 5.9T 16.06% 15.26% Q3 2023 Q3 2023
BBWI
Bath & Body Works Inc Makaira Partners Third Point 84.4B 468.1B 11.01% 7.10% Q3 2023 Q3 2023
INTU
Intuit Inc Lindsell Train Ltd Valley Forge Capital 620.5B 227.3B 12.45% 7.75% Q3 2023 Q3 2023
KMX
Carmax Inc Makaira Partners Sequoia Fund 77.5B 393.6B 10.10% 6.53% Q3 2023 Q3 2023
CP
Canadian Pacific Railway Ltd TCI Fund Management Pershing Square 4.2T 1.1T 15.06% 10.70% Q3 2023 Q3 2023
PDD
Pinduoduo Inc - ADR Greenwoods Asset Management RV Capital GmbH 505.9B 19.5B 19.84% 5.96% Q3 2023 Q3 2023
BABA
Alibaba Group Holding Ltd - ADR Aspex Management Appaloosa Management 459.7M 312.3B 14.15% 6.16% Q3 2023 Q3 2023
CACC
Credit Acceptance Corp. RV Capital GmbH Sequoia Fund 72.6B 352.1B 22.14% 5.84% Q3 2023 Q3 2023
CDW
CDW Corp Makaira Partners Wedgewood Partners 110.1B 26.7B 14.35% 6.39% Q3 2023 Q3 2023
CRM
Salesforce.Com Inc RV Capital GmbH ValueAct Holdings 59.8B 707.0B 18.24% 15.88% Q3 2023 Q3 2023
PEP
PepsiCo Inc Lindsell Train Ltd Fundsmith LLP 562.9B 1.1T 11.30% 5.11% Q3 2023 Q3 2023
UNH
Unitedhealth Group Inc Sequoia Fund Wedgewood Partners 552.3B 25.3B 9.17% 6.05% Q3 2023 Q3 2023
MU
Micron Technology Inc. Aspex Management Aquamarine Capital 274.0M 11.1M 8.43% 6.49% Q3 2023 Q2 2022
ICE
Intercontinental Exchange Inc Sequoia Fund AKO Capital 633.4B 403.2M 10.51% 6.58% Q3 2023 Q3 2023
PYPL
PayPal Holdings Inc Dorsey Asset Management Lindsell Train Ltd 76.0B 310.7B 9.93% 6.24% Q3 2023 Q3 2023
WIX
Wix.com Ltd Dorsey Asset Management RV Capital GmbH 112.9B 42.8B 14.74% 13.06% Q3 2023 Q3 2023
STLA
Stellantis N.V Conifer Management Scion Asset Management 267.8B 7.7B 30.19% 7.73% Q3 2023 Q3 2023
BKNG
Booking Holdings Inc Scion Asset Management AKO Capital 12.3B 404.5M 12.46% 6.60% Q3 2023 Q3 2023
APO
Apollo Global Management Inc - Class A (New) Brave Warrior Advisors Tiger Global Management 609.5B 1.1T 15.22% 8.13% Q3 2023 Q3 2023
ANTM
Anthem Inc Brave Warrior Advisors Sequoia Fund 708.7B 500.8B 17.69% 8.31% Q3 2023 Q3 2023
GE
General Electric Co. TCI Fund Management Trian Fund Management 4.6T 445.5B 16.70% 6.78% Q3 2023 Q3 2023