Superinvestor combined portfolio, Q2 2026
The Q2 2026 13F holdings of 47 superinvestors added together: which stocks the most of them own, and which ones a single manager bets big on. Sort by number of holders, combined weight or the largest weight in one portfolio, or show only the stocks where at least one superinvestor's weight reaches a threshold.
- Stocks
- 1,325
- Combined value
- $850.8B
- Share of all superinvestor 13F holdings
- 100.0%
- Superinvestors who filed
- 47
| Stock | Holders | Combined weight | Largest weight in one portfolio | Implied quarter-end price |
|---|---|---|---|---|
DNOWDNOW Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.7%Baupost Group | Implied quarter-end price $12.97 |
HCAHCA Healthcare, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.3%Markel Group | Implied quarter-end price $389.89 |
SNXTD Synnex Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $267.34 |
JD.com, Inc.NOTE 0.250% 6/0 · CUSIP 47215PAJ5 | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price – |
LBRDKLiberty Broadband Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $33.26 |
DEODiageo PLC | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.8%Markel Group | Implied quarter-end price $80.38 |
GNRCGenerac Holdings Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $292.81 |
DECKDeckers Outdoor Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 7.5%Semper Augustus | Implied quarter-end price $99.29 |
BBarrick Mining Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 2.2%Oaktree Capital | Implied quarter-end price $36.73 |
MPWRMonolithic Power Systems, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $1,382.36 |
ADMArcher-Daniels-Midland Co | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.9%Markel Group | Implied quarter-end price $76.40 |
VGNTVersigent PLC | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $42.01 |
Dexcom IncNOTE 0.375% 5/1 · CUSIP 252131AM9 | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 1.1%Oaktree Capital | Implied quarter-end price – |
EXPEagle Materials Inc | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 2.2%Baupost Group | Implied quarter-end price $225.00 |
UUnity Software Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $28.58 |
PENNPENN Entertainment, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $21.36 |
FIVEFive Below, Inc | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 3.6%Giverny Capital | Implied quarter-end price $179.79 |
TLNTalen Energy Corp | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 2.4%Oaktree Capital | Implied quarter-end price $384.26 |
YUMYum Brands Inc | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 0.7%Fundsmith | Implied quarter-end price $159.86 |
BUDAnheuser-Busch InBev SA/NV | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $82.40 |
TDGTransDigm Group INC | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 2.3%Third Point | Implied quarter-end price $1,332.04 |
AMEAmetek Inc | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 4.9%Giverny Capital | Implied quarter-end price $241.94 |
SDGRSchrodinger, Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $16.25 |
LBTYALiberty Global Ltd. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 1.8%Oaktree Capital | Implied quarter-end price $11.37 |
AEROGrupo Aeromexico, S.A.B. de C.V. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 1.6%Baupost Group | Implied quarter-end price $18.00 |
CCCCCC Intelligent Solutions Holdings Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $5.16 |
VEEVVeeva Systems Inc | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 1.1%Fundsmith | Implied quarter-end price $177.47 |
MEDPMedpace Holdings, Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 4.6%Giverny Capital | Implied quarter-end price $529.59 |
AEPAmerican Electric Power Co Inc | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $136.81 |
BCBrunswick Corp | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $84.24 |
LSCCLattice Semiconductor Corp | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $152.96 |
FLEXFlex Ltd. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 3.6%Third Point | Implied quarter-end price $162.07 |
BTDRBitdeer Technologies Group | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $15.87 |
KLACKLA Corp | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $301.71 |
RIGTransocean Ltd. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $4.89 |
DGDollar General Corp | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 8.7%Semper Augustus | Implied quarter-end price $115.11 |
KMXCarMax Inc | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 3.8%Starboard Value | Implied quarter-end price $52.89 |
CLFCleveland-Cliffs Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $9.39 |
CROXCrocs, Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 2.9%Himalaya Capital | Implied quarter-end price $120.64 |
YPFYpf Sociedad Anonima | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $45.47 |
CRDOCredo Technology Group Holding Ltd | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $271.95 |
LEALear Corp | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $134.06 |
EAElectronic Arts Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $205.04 |
ASAmer Sports, Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $33.84 |
CAICaris Life Sciences, Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $17.82 |
ORLYO Reilly Automotive Inc | 2Holders | Combined weight 0.03% | Largest weight in one portfolio | Implied quarter-end price $92.09 |
NVONovo Nordisk A S | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 1.0%Markel Group | Implied quarter-end price $47.94 |
INTUIntuit Inc. | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 6.6%Lindsell Train | Implied quarter-end price $261.00 |
CPRTCopart Inc | 2Holders | Combined weight 0.03% | Largest weight in one portfolio | Implied quarter-end price $28.19 |
BHFBrighthouse Financial, Inc. | 2Holders | Combined weight 0.03% | Largest weight in one portfolio | Implied quarter-end price $63.30 |
BILLBILL Holdings, Inc. | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 5.6%Starboard Value | Implied quarter-end price $36.16 |
COMPCompass, Inc. | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 0.7%Maverick Capital | Implied quarter-end price $12.33 |
FUTUFutu Holdings Ltd | 2Holders | Combined weight 0.03% | Largest weight in one portfolio | Implied quarter-end price $93.74 |
WSOWatsco Inc | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 1.9%Markel Group | Implied quarter-end price $416.73 |
NSCNorfolk Southern Corp | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 4.1%Third Point | Implied quarter-end price $314.59 |
GTXGarrett Motion Inc. | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 5.2%Oaktree Capital | Implied quarter-end price $36.23 |
VRTVertiv Holdings Co | 2Holders | Combined weight 0.03% | Largest weight in one portfolio | Implied quarter-end price $334.82 |
MANEVeradermics, Inc | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 0.9%Maverick Capital | Implied quarter-end price $122.94 |
AVTRAvantor, Inc. | 2Holders | Combined weight 0.03% | Largest weight in one portfolio | Implied quarter-end price $9.90 |
RIOTRiot Platforms, Inc. | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 6.1%Starboard Value | Implied quarter-end price $27.38 |
CRCLCircle Internet Group, Inc. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio 1.9%ARK Invest | Implied quarter-end price $62.63 |
AGXArgan Inc | 2Holders | Combined weight 0.04% | Largest weight in one portfolio | Implied quarter-end price $798.55 |
AVTAvnet Inc | 2Holders | Combined weight 0.04% | Largest weight in one portfolio | Implied quarter-end price $88.82 |
RTXRTX Corp | 2Holders | Combined weight 0.04% | Largest weight in one portfolio 2.7%Maverick Capital | Implied quarter-end price $189.73 |
MSMorgan Stanley | 2Holders | Combined weight 0.04% | Largest weight in one portfolio | Implied quarter-end price $209.04 |
CSGPCostar Group, Inc. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio | Implied quarter-end price $28.32 |
VSTVistra Corp. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio 4.7%Appaloosa | Implied quarter-end price $158.63 |
BEAMBeam Therapeutics Inc. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio 2.3%ARK Invest | Implied quarter-end price $34.32 |
MOHMolina Healthcare, Inc. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio 2.7%Baupost Group | Implied quarter-end price $228.70 |
GFLGFL Environmental Inc. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio 3.4%Maverick Capital | Implied quarter-end price $36.78 |
ARWArrow Electronics, Inc. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio | Implied quarter-end price $213.41 |
INSMINSMED Inc | 2Holders | Combined weight 0.04% | Largest weight in one portfolio | Implied quarter-end price $106.62 |
PLTRPalantir Technologies Inc. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio 2.4%ARK Invest | Implied quarter-end price $116.67 |
GSGoldman Sachs Group Inc | 2Holders | Combined weight 0.05% | Largest weight in one portfolio 2.8%Markel Group | Implied quarter-end price $1,011.37 |
OSKOshkosh Corp | 2Holders | Combined weight 0.05% | Largest weight in one portfolio | Implied quarter-end price $153.48 |
TXG10x Genomics, Inc. | 2Holders | Combined weight 0.05% | Largest weight in one portfolio 2.5%ARK Invest | Implied quarter-end price $38.34 |
ETSYEtsy Inc | 2Holders | Combined weight 0.05% | Largest weight in one portfolio | Implied quarter-end price $75.33 |
TDSTelephone & Data Systems Inc | 2Holders | Combined weight 0.05% | Largest weight in one portfolio 5.0%Third Point | Implied quarter-end price $37.01 |
PAYCPaycom Software, Inc. | 2Holders | Combined weight 0.05% | Largest weight in one portfolio | Implied quarter-end price $125.68 |
TOSTToast, Inc. | 2Holders | Combined weight 0.05% | Largest weight in one portfolio 7.0%ValueAct Capital | Implied quarter-end price $27.82 |
LPXLouisiana-Pacific Corp | 2Holders | Combined weight 0.05% | Largest weight in one portfolio 0.2%Chou Associates | Implied quarter-end price $78.66 |
KRCKilroy Realty Corp | 2Holders | Combined weight 0.05% | Largest weight in one portfolio 1.3%Oaktree Capital | Implied quarter-end price $37.47 |
NCLHNorwegian Cruise Line Holdings Ltd. | 2Holders | Combined weight 0.06% | Largest weight in one portfolio 3.0%Baupost Group | Implied quarter-end price $21.11 |
FLSFlowserve Corp | 2Holders | Combined weight 0.06% | Largest weight in one portfolio 2.4%Starboard Value | Implied quarter-end price $74.16 |
ONONOn Holding AG | 2Holders | Combined weight 0.06% | Largest weight in one portfolio | Implied quarter-end price $35.42 |
LPLALPL Financial Holdings Inc. | 2Holders | Combined weight 0.06% | Largest weight in one portfolio | Implied quarter-end price $281.68 |
DLRDigital Realty Trust, Inc. | 2Holders | Combined weight 0.06% | Largest weight in one portfolio | Implied quarter-end price $179.58 |
RBLXRoblox Corp | 2Holders | Combined weight 0.06% | Largest weight in one portfolio 3.0%ValueAct Capital | Implied quarter-end price $54.38 |
FDXFFedEx Freight Holding Company, Inc. | 2Holders | Combined weight 0.06% | Largest weight in one portfolio | Implied quarter-end price $151.00 |
TKOTKO Group Holdings, Inc. | 2Holders | Combined weight 0.06% | Largest weight in one portfolio 16.1%Lindsell Train | Implied quarter-end price $201.31 |
TEMTempus AI, Inc. | 2Holders | Combined weight 0.07% | Largest weight in one portfolio 3.8%ARK Invest | Implied quarter-end price $57.93 |
LLYVALiberty Live Holdings, Inc. | 2Holders | Combined weight 0.07% | Largest weight in one portfolio 1.4%ValueAct Capital | Implied quarter-end price $101.26 |
DKSDick's Sporting Goods, Inc. | 2Holders | Combined weight 0.07% | Largest weight in one portfolio 3.0%Maverick Capital | Implied quarter-end price $226.81 |
PINSPinterest, Inc. | 2Holders | Combined weight 0.07% | Largest weight in one portfolio | Implied quarter-end price $21.03 |
TELTE Connectivity plc | 2Holders | Combined weight 0.07% | Largest weight in one portfolio | Implied quarter-end price $201.61 |
HOODRobinhood Markets, Inc. | 2Holders | Combined weight 0.07% | Largest weight in one portfolio 3.4%ARK Invest | Implied quarter-end price $100.28 |
EQHEquitable Holdings, Inc. | 2Holders | Combined weight 0.08% | Largest weight in one portfolio | Implied quarter-end price $43.88 |
RKTRocket Companies, Inc. | 2Holders | Combined weight 0.08% | Largest weight in one portfolio 11.6%ValueAct Capital | Implied quarter-end price $15.75 |
TTWOTake Two Interactive Software Inc | 2Holders | Combined weight 0.08% | Largest weight in one portfolio | Implied quarter-end price $249.98 |
ADPTAdaptive Biotechnologies Corp | 2Holders | Combined weight 0.08% | Largest weight in one portfolio | Implied quarter-end price $21.45 |
Combined weight is the stock's share of all the superinvestors' 13F holdings added together. Largest weight in one portfolio is the biggest share it takes in any single superinvestor's portfolio, and whose portfolio that is. The implied quarter-end price is the reported market value divided by the number of shares: a quarter-end price implied by the filings, not a trade price and not a current price. Holdings with the same ticker are added together, even when they were filed under different CUSIPs.