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 |
|---|---|---|---|---|
PFGCPerformance Food Group Co | 3Holders | Combined weight 0.10% | Largest weight in one portfolio | Implied quarter-end price $111.79 |
TERTeradyne, Inc | 3Holders | Combined weight 0.12% | Largest weight in one portfolio | Implied quarter-end price $483.84 |
MDLNMedline Inc. | 3Holders | Combined weight 0.13% | Largest weight in one portfolio | Implied quarter-end price $39.44 |
USFDUS Foods Holding Corp. | 3Holders | Combined weight 0.13% | Largest weight in one portfolio | Implied quarter-end price $102.25 |
JCIJohnson Controls International plc | 3Holders | Combined weight 0.14% | Largest weight in one portfolio | Implied quarter-end price $146.11 |
GEHCGE HealthCare Technologies Inc. | 3Holders | Combined weight 0.14% | Largest weight in one portfolio | Implied quarter-end price $64.01 |
SYYSysco Corp | 3Holders | Combined weight 0.17% | Largest weight in one portfolio | Implied quarter-end price $83.56 |
FDXFedEx Corp | 3Holders | Combined weight 0.17% | Largest weight in one portfolio | Implied quarter-end price $313.13 |
WATWaters Corp | 3Holders | Combined weight 0.17% | Largest weight in one portfolio 6.2%Fundsmith | Implied quarter-end price $375.04 |
EQIXEquinix Inc | 3Holders | Combined weight 0.18% | Largest weight in one portfolio | Implied quarter-end price $1,042.39 |
IQVIQVIA Holdings Inc. | 3Holders | Combined weight 0.30% | Largest weight in one portfolio | Implied quarter-end price $193.22 |
ICEIntercontinental Exchange, Inc. | 3Holders | Combined weight 0.30% | Largest weight in one portfolio | Implied quarter-end price $123.11 |
PSXPhillips 66 | 3Holders | Combined weight 0.42% | Largest weight in one portfolio | Implied quarter-end price $169.05 |
SIRISirius XM Holdings Inc. | 3Holders | Combined weight 0.44% | Largest weight in one portfolio 5.6%Chou Associates | Implied quarter-end price $29.54 |
CPCanadian Pacific Kansas City Ltd | 3Holders | Combined weight 0.46% | Largest weight in one portfolio | Implied quarter-end price $86.62 |
DALDelta Air Lines, Inc. | 3Holders | Combined weight 0.83% | Largest weight in one portfolio | Implied quarter-end price $93.66 |
CBChubb Ltd | 3Holders | Combined weight 1.39% | Largest weight in one portfolio | Implied quarter-end price $340.74 |
OXYOccidental Petroleum Corp | 3Holders | Combined weight 1.57% | Largest weight in one portfolio 7.0%Chou Associates | Implied quarter-end price $48.57 |
SPYSPDR S&P 500 ETF Trust | 4Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $746.77 |
KSPIJoint Stock Co Kaspi.kz | 4Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $86.62 |
COSTCostco Wholesale Corp | 4Holders | Combined weight 0.01% | Largest weight in one portfolio 0.4%Semper Augustus | Implied quarter-end price $935.47 |
BF.BBrown Forman Corp | 4Holders | Combined weight 0.01% | Largest weight in one portfolio 1.4%Lindsell Train | Implied quarter-end price $26.65 |
QNTQuantinuum Inc. | 4Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $81.74 |
ORCLOracle Corp | 4Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $146.55 |
LLYEli Lilly & Co | 4Holders | Combined weight 0.02% | Largest weight in one portfolio 0.6%ARK Invest | Implied quarter-end price $1,199.43 |
CORZCore Scientific, Inc. | 4Holders | Combined weight 0.02% | Largest weight in one portfolio 2.4%Oaktree Capital | Implied quarter-end price $25.59 |
CRHCRH Public Ltd Co | 4Holders | Combined weight 0.04% | Largest weight in one portfolio 5.1%Third Point | Implied quarter-end price $107.00 |
LYVLive Nation Entertainment, Inc. | 4Holders | Combined weight 0.05% | Largest weight in one portfolio | Implied quarter-end price $183.11 |
FLRFluor Corp | 4Holders | Combined weight 0.06% | Largest weight in one portfolio | Implied quarter-end price $52.39 |
APOApollo Global Management, Inc. | 4Holders | Combined weight 0.07% | Largest weight in one portfolio | Implied quarter-end price $118.31 |
AONAon plc | 4Holders | Combined weight 0.09% | Largest weight in one portfolio | Implied quarter-end price $331.69 |
CRSCarpenter Technology Corp | 4Holders | Combined weight 0.09% | Largest weight in one portfolio | Implied quarter-end price $616.84 |
ACNAccenture plc | 4Holders | Combined weight 0.09% | Largest weight in one portfolio | Implied quarter-end price $124.44 |
MCDMcDonalds Corp | 4Holders | Combined weight 0.10% | Largest weight in one portfolio | Implied quarter-end price $270.31 |
MTZMastec Inc | 4Holders | Combined weight 0.11% | Largest weight in one portfolio | Implied quarter-end price $416.06 |
WMTWalmart Inc. | 4Holders | Combined weight 0.11% | Largest weight in one portfolio | Implied quarter-end price $113.26 |
VMCVulcan Materials CO | 4Holders | Combined weight 0.11% | Largest weight in one portfolio | Implied quarter-end price $295.01 |
SGISomnigroup International Inc. | 4Holders | Combined weight 0.12% | Largest weight in one portfolio 8.3%Abrams Capital | Implied quarter-end price $78.40 |
EFXEquifax Inc | 4Holders | Combined weight 0.14% | Largest weight in one portfolio | Implied quarter-end price $158.72 |
MLMMartin Marietta Materials Inc | 4Holders | Combined weight 0.16% | Largest weight in one portfolio | Implied quarter-end price $576.70 |
GMGeneral Motors Co | 4Holders | Combined weight 0.17% | Largest weight in one portfolio 1.9%Chou Associates | Implied quarter-end price $77.08 |
FICOFair Isaac Corp | 4Holders | Combined weight 0.18% | Largest weight in one portfolio 25.8%Valley Forge Capital | Implied quarter-end price $1,194.78 |
MRKMerck & Co., Inc. | 4Holders | Combined weight 0.19% | Largest weight in one portfolio | Implied quarter-end price $128.50 |
HDHome Depot, Inc. | 4Holders | Combined weight 0.23% | Largest weight in one portfolio | Implied quarter-end price $352.68 |
HUTHut 8 Corp. | 4Holders | Combined weight 0.23% | Largest weight in one portfolio | Implied quarter-end price $115.44 |
ALLYAlly Financial Inc. | 4Holders | Combined weight 0.29% | Largest weight in one portfolio 4.8%Chou Associates | Implied quarter-end price $45.95 |
ABNBAirbnb, Inc. | 4Holders | Combined weight 0.34% | Largest weight in one portfolio | Implied quarter-end price $143.10 |
CRMSalesforce, Inc. | 4Holders | Combined weight 0.37% | Largest weight in one portfolio 8.3%ValueAct Capital | Implied quarter-end price $156.66 |
PDDPDD Holdings Inc. | 4Holders | Combined weight 0.37% | Largest weight in one portfolio 22.2%Himalaya Capital | Implied quarter-end price $76.28 |
DEDeere & Co | 4Holders | Combined weight 0.38% | Largest weight in one portfolio | Implied quarter-end price $634.33 |
BNBROOKFIELD Corp | 4Holders | Combined weight 0.42% | Largest weight in one portfolio 12.6%Pershing Square | Implied quarter-end price $42.59 |
CVXChevron Corp | 4Holders | Combined weight 1.64% | Largest weight in one portfolio | Implied quarter-end price $165.76 |
BACBank of America Corp | 4Holders | Combined weight 3.41% | Largest weight in one portfolio 44.4%Daily Journal | Implied quarter-end price $56.98 |
JNJJohnson & Johnson | 5Holders | Combined weight 0.02% | Largest weight in one portfolio 1.2%Markel Group | Implied quarter-end price $253.97 |
CMECME Group Inc. | 5Holders | Combined weight 0.02% | Largest weight in one portfolio 2.5%Baupost Group | Implied quarter-end price $220.83 |
PYPLPayPal Holdings, Inc. | 5Holders | Combined weight 0.03% | Largest weight in one portfolio 5.2%Lindsell Train | Implied quarter-end price $43.18 |
CMCSAComcast Corp | 5Holders | Combined weight 0.03% | Largest weight in one portfolio | Implied quarter-end price $24.55 |
DPCDPC Holdings PLC | 5Holders | Combined weight 0.03% | Largest weight in one portfolio 2.3%Maverick Capital | Implied quarter-end price $49.06 |
PEPPepsiCo Inc | 5Holders | Combined weight 0.04% | Largest weight in one portfolio 5.3%Lindsell Train | Implied quarter-end price $135.40 |
SNPSSynopsys Inc | 5Holders | Combined weight 0.04% | Largest weight in one portfolio | Implied quarter-end price $446.07 |
ADIAnalog Devices Inc | 5Holders | Combined weight 0.06% | Largest weight in one portfolio 3.0%Markel Group | Implied quarter-end price $397.17 |
WBDWarner Bros. Discovery, Inc. | 5Holders | Combined weight 0.09% | Largest weight in one portfolio 11.5%Third Point | Implied quarter-end price $26.66 |
MELIMercadolibre Inc | 5Holders | Combined weight 0.10% | Largest weight in one portfolio | Implied quarter-end price $1,697.39 |
QCOMQualcomm Inc | 5Holders | Combined weight 0.11% | Largest weight in one portfolio | Implied quarter-end price $184.79 |
WFCWells Fargo & Company | 5Holders | Combined weight 0.12% | Largest weight in one portfolio 45.5%Daily Journal | Implied quarter-end price $82.64 |
CRWVCoreWeave, Inc. | 5Holders | Combined weight 0.13% | Largest weight in one portfolio | Implied quarter-end price $99.54 |
STXSeagate Technology Holdings plc | 5Holders | Combined weight 0.16% | Largest weight in one portfolio | Implied quarter-end price $965.00 |
APPAppLovin Corp | 5Holders | Combined weight 0.24% | Largest weight in one portfolio | Implied quarter-end price $515.23 |
SHWSherwin Williams Co | 5Holders | Combined weight 0.25% | Largest weight in one portfolio | Implied quarter-end price $344.32 |
NTRANatera, Inc. | 5Holders | Combined weight 0.26% | Largest weight in one portfolio | Implied quarter-end price $271.45 |
GEVGE Vernova Inc. | 5Holders | Combined weight 0.52% | Largest weight in one portfolio | Implied quarter-end price $1,174.86 |
CATCaterpillar Inc | 5Holders | Combined weight 0.84% | Largest weight in one portfolio | Implied quarter-end price $1,064.90 |
CNICanadian National Railway Co | 5Holders | Combined weight 0.86% | Largest weight in one portfolio | Implied quarter-end price $119.23 |
GEGeneral Electric Co | 5Holders | Combined weight 2.26% | Largest weight in one portfolio | Implied quarter-end price $373.73 |
DASHDoorDash, Inc. | 6Holders | Combined weight 0.08% | Largest weight in one portfolio | Implied quarter-end price $184.53 |
FERGFerguson Enterprises Inc. | 6Holders | Combined weight 0.11% | Largest weight in one portfolio 6.4%Baupost Group | Implied quarter-end price $237.33 |
KKRKKR & Co. Inc. | 6Holders | Combined weight 0.12% | Largest weight in one portfolio | Implied quarter-end price $91.78 |
LINLinde PLC | 6Holders | Combined weight 0.15% | Largest weight in one portfolio | Implied quarter-end price $518.94 |
RDDTReddit, Inc. | 6Holders | Combined weight 0.19% | Largest weight in one portfolio | Implied quarter-end price $173.58 |
SPOTSpotify Technology S.A. | 6Holders | Combined weight 0.20% | Largest weight in one portfolio 4.3%ValueAct Capital | Implied quarter-end price $459.13 |
TMOThermo Fisher Scientific Inc. | 6Holders | Combined weight 0.20% | Largest weight in one portfolio 9.8%Lindsell Train | Implied quarter-end price $501.36 |
CVNACarvana Co. | 6Holders | Combined weight 0.25% | Largest weight in one portfolio | Implied quarter-end price $65.82 |
NUNu Holdings Ltd. | 6Holders | Combined weight 0.26% | Largest weight in one portfolio 4.3%Maverick Capital | Implied quarter-end price $13.36 |
TSLATesla, Inc. | 6Holders | Combined weight 0.36% | Largest weight in one portfolio 7.5%ARK Invest | Implied quarter-end price $420.60 |
SCHWSchwab Charles Corp | 6Holders | Combined weight 0.44% | Largest weight in one portfolio 5.3%Giverny Capital | Implied quarter-end price $92.27 |
CBRSCerebras Systems Inc. | 6Holders | Combined weight 0.48% | Largest weight in one portfolio 16.2%Altimeter Capital | Implied quarter-end price $221.00 |
MUMicron Technology Inc | 6Holders | Combined weight 0.59% | Largest weight in one portfolio 15.1%Appaloosa | Implied quarter-end price $1,154.29 |
LRCXLam Research Corp | 6Holders | Combined weight 0.68% | Largest weight in one portfolio | Implied quarter-end price $433.33 |
KHCKraft Heinz Co | 6Holders | Combined weight 0.96% | Largest weight in one portfolio 12.8%Fairfax Financial | Implied quarter-end price $23.62 |
KOCoca Cola Co | 6Holders | Combined weight 3.84% | Largest weight in one portfolio 10.9%Berkshire Hathaway | Implied quarter-end price $81.27 |
BABAAlibaba Group Holding Ltd | 7Holders | Combined weight 0.03% | Largest weight in one portfolio 7.3%Daily Journal | Implied quarter-end price $95.98 |
JPMJPMorgan Chase & Co | 7Holders | Combined weight 0.13% | Largest weight in one portfolio | Implied quarter-end price $327.33 |
SNOWSnowflake Inc. | 7Holders | Combined weight 0.13% | Largest weight in one portfolio | Implied quarter-end price $254.50 |
SUNBSunbelt Rentals Holdings, Inc. | 7Holders | Combined weight 0.17% | Largest weight in one portfolio | Implied quarter-end price $74.97 |
CPNGCoupang, Inc. | 7Holders | Combined weight 0.18% | Largest weight in one portfolio 4.1%Abrams Capital | Implied quarter-end price $17.37 |
PMPhilip Morris International Inc. | 7Holders | Combined weight 0.19% | Largest weight in one portfolio | Implied quarter-end price $180.91 |
UNPUnion Pacific Corp | 7Holders | Combined weight 0.24% | Largest weight in one portfolio 6.0%Baupost Group | Implied quarter-end price $272.00 |
BRK.ABerkshire Hathaway Inc | 7Holders | Combined weight 0.25% | Largest weight in one portfolio 29.7%Chou Associates | Implied quarter-end price $748,850.17 |
AVGOBroadcom Inc. | 7Holders | Combined weight 0.37% | Largest weight in one portfolio | Implied quarter-end price $377.75 |
INTCIntel Corp | 7Holders | Combined weight 0.38% | Largest weight in one portfolio | Implied quarter-end price $139.63 |
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.