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 7.1B 24.72% 16.30% 11.72% 10.22% 6.40% 6.23% 5.49% Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 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 19.0K 706.8M 58.22% 55.36% 31.48% 12.76% 7.27% 6.97% Q1 2024 Q1 2024 Q1 2024 Q1 2024 Q1 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 59.1K 377.5K 7.3B 1.7B 644.2M 137.6M 22.57% 16.70% 15.87% 12.12% 6.35% 6.95% Q1 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 9.3B 399.4M 168.5M 7.24% 5.91% 5.22% Q1 2024 Q1 2024 Q1 2024
MA
Mastercard Incorporated - Class A Valley Forge Capital Akre Capital Management Aquamarine Capital 715.0M 2.2B 31.7K 19.50% 18.37% 12.09% Q1 2024 Q1 2024 Q1 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 318.7M 32.8M 9.44% 6.70% 6.57% Q1 2024 Q1 2024 Q1 2024
INTU
Intuit Inc Lindsell Train Ltd ShawSpring Partners Valley Forge Capital 636.6M 85.3M 289.2M 13.38% 10.95% 7.89% Q1 2024 Q1 2024 Q1 2024
DIS
Walt Disney Co (The) Trian Fund Management ValueAct Holdings Lindsell Train Ltd 4.0B 663.0M 611.8M 49.33% 14.59% 12.85% Q1 2024 Q1 2024 Q1 2024
BAC
Bank Of America Corp. Himalaya Capital Aquamarine Capital Berkshire Hathaway 685.6K 29.1K 39.2B 30.33% 11.12% 11.81% Q1 2024 Q1 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 47.8K 34.5B 18.25% 10.41% Q1 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
CRM
Salesforce.Com Inc ValueAct Holdings Lone Pine Capital 1.1B 722.9M 23.11% 5.71% Q1 2024 Q1 2024
MU
Micron Technology Inc. Aquamarine Capital Aspex Management 23.6K 309.7K 9.00% 8.29% 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 642.1M 30.02% 13.49% Q1 2024 Q1 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