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 Greenlea Lane Capital Greenwoods Asset Management Third Point Appaloosa Management Lone Pine Capital First Manhattan Co. Yacktman Asset Management Wedgewood Partners | 15.6B 864.8M 3.2B 4.7B 2.4B 39.9M 404.9M 706.2M 528.0M 902.9M 2.0B 685.1M 28.1M | 32.71% 17.80% 13.01% 11.50% 11.04% 10.88% 10.67% 8.08% 8.55% 7.32% 6.47% 6.43% 5.73% | Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 |
|
GOOGL
|
Alphabet Inc - Class A | Himalaya Capital AltaRock Partners Tiger Global Management Wedgewood Partners Abrams Capital Sequoia Fund Pershing Square Cantillon Capital Management Fundsmith LLP Greenlea Lane Capital | 463.3M 729.0M 1.9B 42.3M 376.5M 505.6M 726.1M 837.2M 1.2B 20.5M | 18.08% 15.00% 8.68% 8.64% 7.36% 7.88% 6.97% 5.60% 5.08% 5.61% | Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 |
|
FB
|
Meta Platforms Inc - Class A | RV Capital GmbH Tiger Global Management Greenwoods Asset Management Dorsey Asset Management Fundsmith LLP Wedgewood Partners Appaloosa Management Abrams Capital Third Point Lone Pine Capital | 92.3M 3.8B 585.8M 120.9M 2.5B 43.2M 471.4M 312.9M 554.6M 703.1M | 22.21% 17.41% 15.44% 14.40% 10.01% 8.82% 7.63% 6.12% 6.35% 5.70% | Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 |
|
GOOG
|
Alphabet Inc - Class C | Himalaya Capital Pershing Square Chou Associates Dorsey Asset Management TCI Fund Management Yacktman Asset Management Appaloosa Management H&H International Investment Weitz Investment Management | 558.3M 1.4B 15.1M 85.3M 3.1B 647.6M 353.1M 921.9M 113.5M | 21.80% 13.30% 10.79% 10.17% 7.59% 6.08% 5.72% 5.54% 5.96% | Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 |
|
AMZN
|
Amazon.com Inc. | Greenlea Lane Capital AltaRock Partners Third Point Appaloosa Management Lone Pine Capital Viking Global Investors Baillie Gifford Tiger Global Management | 93.5M 798.0M 985.6M 671.5M 859.6M 1.8B 7.4B 1.2B | 25.52% 16.43% 11.28% 10.87% 6.97% 6.90% 5.79% 5.65% | Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | Punch Card Management Chou Associates First Manhattan Co. Greenlea Lane Capital Aquamarine Capital Markel Corp | 213.7M 55.1M 9.2B 43.5M 18.4K 682.0M | 63.17% 39.35% 29.45% 11.86% 7.00% 6.71% | Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | Aquamarine Capital Bill & Melinda Gates Foundation Himalaya Capital H&H International Investment Markel Corp Weitz Investment Management | 57.2K 10.0B 365.2M 1.6B 623.2M 131.5M | 21.78% 21.01% 14.26% 9.54% 6.13% 6.90% | Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 |
|
V
|
Visa Inc - Class A | TCI Fund Management AltaRock Partners Akre Capital Management Valley Forge Capital Wedgewood Partners Fundsmith LLP | 4.4B 466.8M 858.7M 239.4M 33.4M 1.5B | 10.77% 9.61% 7.56% 6.19% 6.81% 5.94% | Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 |
|
AAPL
|
Apple Inc | H&H International Investment Berkshire Hathaway Wedgewood Partners Chou Associates Himalaya Capital | 13.5B 84.2B 37.8M 9.3M 160.0M | 80.95% 30.09% 7.70% 6.62% 6.25% | Q2 2024 Q2 2024 Q2 2024 Q2 2024 Q2 2024 |
|
MCO
|
Moody`s Corp. | Akre Capital Management TCI Fund Management Valley Forge Capital AltaRock Partners | 1.8B 5.6B 512.9M 457.6M | 15.63% 13.63% 13.26% 9.42% | Q2 2024 Q2 2024 Q2 2024 Q2 2024 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Greenwoods Asset Management Lone Pine Capital Sequoia Fund Wedgewood Partners | 472.3M 1.0B 525.6M 41.5M | 12.45% 8.46% 8.19% 8.48% | Q2 2024 Q2 2024 Q2 2024 Q2 2024 |
|
UNH
|
Unitedhealth Group Inc | Sequoia Fund Wedgewood Partners Tiger Global Management | 501.0M 33.3M 1.2B | 7.81% 6.80% 5.53% | Q2 2024 Q2 2024 Q2 2024 |
|
SE
|
Sea Ltd - ADR | ShawSpring Partners Aspex Management Tiger Global Management | 60.6M 305.8K 1.1B | 8.74% 6.53% 5.30% | Q2 2024 Q2 2024 Q2 2024 |
|
INTU
|
Intuit Inc | Lindsell Train Ltd ShawSpring Partners Valley Forge Capital | 591.0M 82.3M 292.4M | 13.63% 11.87% 7.56% | Q2 2024 Q2 2024 Q2 2024 |
|
DIS
|
Walt Disney Co (The) | ValueAct Holdings Lindsell Train Ltd Trian Fund Management | 609.0M 499.7M 262.7M | 17.12% 11.53% 6.41% | Q2 2024 Q2 2024 Q2 2024 |
|
PYPL
|
PayPal Holdings Inc | Dorsey Asset Management Lindsell Train Ltd Wedgewood Partners | 69.5M 273.8M 31.9M | 8.28% 6.32% 6.52% | Q2 2024 Q2 2024 Q2 2024 |
|
MA
|
Mastercard Incorporated - Class A | Valley Forge Capital Akre Capital Management Aquamarine Capital | 655.0M 1.8B 29.0K | 16.94% 15.68% 11.05% | Q2 2024 Q2 2024 Q2 2024 |
|
BAC
|
Bank Of America Corp. | Himalaya Capital Berkshire Hathaway Aquamarine Capital | 719.1M 41.1B 30.5K | 28.07% 14.67% 11.63% | Q2 2024 Q2 2024 Q2 2024 |
|
SPGI
|
S&P Global Inc | Valley Forge Capital TCI Fund Management Cantillon Capital Management | 738.4M 4.6B 853.8M | 19.09% 11.33% 5.71% | Q2 2024 Q2 2024 Q2 2024 |
|
AXP
|
American Express Co. | Aquamarine Capital Berkshire Hathaway | 48.6K 35.1B | 18.52% 12.54% | Q2 2024 Q2 2024 |
|
LAD
|
Lithia Motors, Inc. - Class A | Conifer Management Abrams Capital | 176.7M 603.7M | 21.67% 11.80% | Q2 2024 Q2 2024 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | Scion Asset Management Appaloosa Management | 11.2M 756.0M | 21.26% 12.24% | Q2 2024 Q2 2024 |
|
BBWI
|
Bath & Body Works Inc | Makaira Partners Third Point | 94.6M 467.6M | 12.26% 5.35% | Q2 2024 Q2 2024 |
|
HLT
|
Hilton Worldwide Holdings Inc | Pershing Square ShawSpring Partners | 2.0B 100.0M | 18.76% 14.43% | Q2 2024 Q2 2024 |
|
CP
|
Canadian Pacific Railway Ltd | Pershing Square TCI Fund Management | 1.2B 4.3B | 11.32% 10.57% | Q2 2024 Q2 2024 |
|
FICO
|
Fair, Isaac Corp. | Valley Forge Capital Lindsell Train Ltd | 1.3B 653.7M | 33.78% 15.08% | Q2 2024 Q2 2024 |
|
CACC
|
Credit Acceptance Corp. | RV Capital GmbH Sequoia Fund | 70.9M 364.9M | 17.05% 5.69% | Q2 2024 Q2 2024 |
|
FOUR
|
Shift4 Payments Inc - Class A | ShawSpring Partners Scion Asset Management | 102.9M 7.3M | 14.84% 13.97% | Q2 2024 Q2 2024 |
|
PDD
|
Pinduoduo Inc - ADR | Greenwoods Asset Management RV Capital GmbH | 692.3M 42.2M | 18.24% 10.16% | Q2 2024 Q2 2024 |
|
PM
|
Philip Morris International Inc | Fundsmith LLP Lone Pine Capital | 1.5B 676.0M | 5.98% 5.48% | Q2 2024 Q2 2024 |
|
ANTM
|
Anthem Inc | Brave Warrior Advisors Sequoia Fund | 884.9M 554.9M | 19.61% 8.65% | Q2 2024 Q2 2024 |
|
NVDA
|
NVIDIA Corp | Baillie Gifford Tiger Global Management | 10.1B 1.2B | 7.90% 5.53% | Q2 2024 Q2 2024 |
|
KKR
|
KKR & Co. Inc. | Akre Capital Management Lone Pine Capital | 1.4B 672.0M | 12.68% 5.45% | Q2 2024 Q2 2024 |
|
CPNG
|
Coupang Inc - Class A | ShawSpring Partners Abrams Capital | 67.3M 272.7M | 9.70% 5.33% | Q2 2024 Q2 2024 |
|
DHR
|
Danaher Corp. | Dorsey Asset Management Third Point | 76.6M 512.2M | 9.12% 5.86% | Q2 2024 Q2 2024 |
|
WIX
|
Wix.com Ltd | RV Capital GmbH Dorsey Asset Management | 63.0M 90.8M | 15.17% 10.82% | Q2 2024 Q2 2024 |
|
STLA
|
Stellantis N.V | Conifer Management Chou Associates | 141.3M 9.1M | 17.33% 6.47% | Q2 2024 Q2 2024 |
|
GE
|
General Electric Co. | TCI Fund Management Trian Fund Management | 7.7B 640.7M | 18.72% 15.63% | Q2 2024 Q2 2024 |
|
CNI
|
Canadian National Railway Co. | Bill & Melinda Gates Foundation TCI Fund Management | 6.5B 4.7B | 13.59% 11.40% | Q2 2024 Q2 2024 |
|
APO
|
Apollo Global Management Inc - Class A (New) | Brave Warrior Advisors Tiger Global Management | 446.3M 1.5B | 9.89% 6.71% | Q2 2024 Q2 2024 |