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 |
|---|---|---|---|---|
TXNTexas Instruments Inc | 8Holders | Combined weight 0.11% | Largest weight in one portfolio 3.9%Fundsmith | Implied quarter-end price $298.07 |
DHRDanaher Corp | 8Holders | Combined weight 0.11% | Largest weight in one portfolio | Implied quarter-end price $190.48 |
AMDAdvanced Micro Devices Inc | 8Holders | Combined weight 0.24% | Largest weight in one portfolio 5.3%ARK Invest | Implied quarter-end price $580.91 |
SESea Ltd | 8Holders | Combined weight 0.25% | Largest weight in one portfolio | Implied quarter-end price $95.83 |
AMATApplied Materials Inc | 8Holders | Combined weight 0.63% | Largest weight in one portfolio | Implied quarter-end price $723.00 |
MCOMoodys Corp | 8Holders | Combined weight 2.22% | Largest weight in one portfolio 19.1%Valley Forge Capital | Implied quarter-end price $452.92 |
SPCXSpace Exploration Technologies Corp | 8Holders | Combined weight 3.07% | Largest weight in one portfolio 61.9%D1 Capital Partners | Implied quarter-end price $170.86 |
AXPAmerican Express Co | 8Holders | Combined weight 6.06% | Largest weight in one portfolio 17.1%Berkshire Hathaway | Implied quarter-end price $338.25 |
DISWalt Disney Co | 9Holders | Combined weight 0.19% | Largest weight in one portfolio 9.5%Lindsell Train | Implied quarter-end price $96.25 |
ASMLASML Holding NV | 9Holders | Combined weight 0.29% | Largest weight in one portfolio | Implied quarter-end price $1,989.38 |
COFCapital One Financial Corp | 9Holders | Combined weight 0.44% | Largest weight in one portfolio 3.6%Third Point | Implied quarter-end price $200.62 |
UBERUber Technologies, Inc | 9Holders | Combined weight 0.56% | Largest weight in one portfolio 12.7%Pershing Square | Implied quarter-end price $72.16 |
SPGIS&P Global Inc. | 9Holders | Combined weight 0.90% | Largest weight in one portfolio 19.9%Valley Forge Capital | Implied quarter-end price $407.26 |
NFLXNetflix Inc | 10Holders | Combined weight 0.35% | Largest weight in one portfolio 4.8%Pershing Square | Implied quarter-end price $71.40 |
NVDANVIDIA Corp | 11Holders | Combined weight 0.94% | Largest weight in one portfolio 19.2%Altimeter Capital | Implied quarter-end price $200.09 |
AAPLApple Inc. | 11Holders | Combined weight 8.75% | Largest weight in one portfolio | Implied quarter-end price $289.36 |
MAMastercard Inc | 12Holders | Combined weight 0.51% | Largest weight in one portfolio | Implied quarter-end price $513.60 |
BRK.BBerkshire Hathaway Inc | 13Holders | Combined weight 1.69% | Largest weight in one portfolio 33.9%Aquamarine | Implied quarter-end price $500.39 |
MSFTMicrosoft Corp | 16Holders | Combined weight 0.80% | Largest weight in one portfolio 11.9%Pershing Square | Implied quarter-end price $373.02 |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 17Holders | Combined weight 1.36% | Largest weight in one portfolio 10.5%Appaloosa | Implied quarter-end price $477.57 |
VVisa Inc. | 17Holders | Combined weight 2.06% | Largest weight in one portfolio 19.8%TCI Fund Management | Implied quarter-end price $343.09 |
GOOGAlphabet Inc. | 17Holders | Combined weight 2.36% | Largest weight in one portfolio 23.4%Himalaya Capital | Implied quarter-end price $353.33 |
METAMeta Platforms, Inc. | 18Holders | Combined weight 1.14% | Largest weight in one portfolio 9.2%Pershing Square | Implied quarter-end price $563.29 |
AMZNAmazon Com Inc | 18Holders | Combined weight 1.75% | Largest weight in one portfolio 16.5%Baupost Group | Implied quarter-end price $238.34 |
GOOGLAlphabet Inc. | 21Holders | Combined weight 4.67% | Largest weight in one portfolio | Implied quarter-end price $357.37 |
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.