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 |
|---|---|---|---|---|
Cloudflare, Inc.NOTE 6/1 · CUSIP 18915MAF4 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Oaktree Capital | Implied quarter-end price – |
EVGOEVgo Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $1.91 |
Envista Holdings CorpNOTE 1.750% 8/1 · CUSIP 29415FAD6 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Oaktree Capital | Implied quarter-end price – |
ZGZillow Group, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $31.37 |
CNTNCanton Strategic Holdings, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%ARK Invest | Implied quarter-end price $2.82 |
OTFBlue Owl Technology Finance Corp. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $10.35 |
CBOECboe Global Markets, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%Markel Group | Implied quarter-end price $242.67 |
BMMBlue Moon Metals Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Oaktree Capital | Implied quarter-end price $6.34 |
LKQLKQ Corp | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $26.33 |
CPRXCatalyst Pharmaceuticals, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $31.43 |
MAZEMaze Therapeutics, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $29.84 |
Arrowhead Pharmaceuticals INNOTE 1/1 · CUSIP 04280AAC4 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Oaktree Capital | Implied quarter-end price – |
CTNMContineum Therapeutics, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $16.39 |
MINEMayfair Gold Corp. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Oaktree Capital | Implied quarter-end price $2.46 |
Ziff Davis, Inc.NOTE 1.750%11/0 · CUSIP 48123VAE2 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Oaktree Capital | Implied quarter-end price – |
Itron, Inc.NOTE 1.375% 7/1 · CUSIP 465741AQ9 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Oaktree Capital | Implied quarter-end price – |
AeroVironment IncNOTE 7/1 · CUSIP 008073AA6 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Oaktree Capital | Implied quarter-end price – |
DDominion Energy, Inc | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $68.29 |
Nabors Inds IncNOTE 1.750% 6/1 · CUSIP 62957HAL9 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Oaktree Capital | Implied quarter-end price – |
CNMCore & Main, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $48.25 |
NBPNovaBridge Biosciences | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $1.95 |
FLGFlagstar Bank, National Association | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $14.94 |
EEFTEuronet Worldwide, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $73.19 |
Snowflake Inc.NOTE 10/0 · CUSIP 833445AB5 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Oaktree Capital | Implied quarter-end price – |
Starwood Ppty Tr IncNOTE 6.750% 7/1 · CUSIP 85571BBA2 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Oaktree Capital | Implied quarter-end price – |
AZULAzul SA | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $8.99 |
OLMAOlema Pharmaceuticals, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $12.51 |
BNTXBioNTech SE | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%ARK Invest | Implied quarter-end price $93.05 |
ETOReToro Group Ltd. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%ARK Invest | Implied quarter-end price $39.47 |
PSPershing Square Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Baupost Group | Implied quarter-end price $32.86 |
CTRECareTrust REIT, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $40.35 |
HUMHumana Inc | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $397.22 |
IRIngersoll Rand Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $81.99 |
RCKTRocket Pharmaceuticals, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%Maverick Capital | Implied quarter-end price $3.42 |
HWKNHawkins Inc | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.5%Giverny Capital | Implied quarter-end price $142.10 |
Redfin CorpNOTE 0.500% 4/0 · CUSIP 75737FAE8 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.3%Oaktree Capital | Implied quarter-end price – |
DOCSDoximity, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%Fundsmith | Implied quarter-end price $20.74 |
FNDFloor & Decor Holdings, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.5%Giverny Capital | Implied quarter-end price $59.36 |
COYACoya Therapeutics, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $5.85 |
Etsy IncNOTE 1.000% 6/1 · CUSIP 29786AAQ9 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.3%Oaktree Capital | Implied quarter-end price – |
Workiva IncNOTE 1.250% 8/1 · CUSIP 98139AAD7 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.3%Oaktree Capital | Implied quarter-end price – |
Upwork, IncNOTE 0.250% 8/1 · CUSIP 91688FAB0 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.3%Oaktree Capital | Implied quarter-end price – |
Blackstone Mortgage Trust INNOTE 5.500% 3/1 · CUSIP 09257WAE0 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.3%Oaktree Capital | Implied quarter-end price – |
BUDFFAnheuser-Busch InBev SA/NV | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $83.07 |
TALKTalkspace, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $5.20 |
XENEXenon Pharmaceuticals Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $60.36 |
KLARKlarna Group plc | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%ARK Invest | Implied quarter-end price $20.24 |
LKFTLakefront Biotherapeutics NV | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $29.98 |
SGRYSurgery Partners, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.3%Oaktree Capital | Implied quarter-end price $16.80 |
CTSHCognizant Technology Solutions Corp | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 1.7%Semper Augustus | Implied quarter-end price $38.73 |
GRMNGarmin Ltd | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%ARK Invest | Implied quarter-end price $237.54 |
Cogent Biosciences, Inc.NOTE 1.625%11/1 · CUSIP 19240QAA0 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.3%Oaktree Capital | Implied quarter-end price – |
PTONPeloton Interactive, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $5.91 |
MWHSOLV Energy, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $34.05 |
SEICSEI Investments Co | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%Markel Group | Implied quarter-end price $87.71 |
WABWestinghouse Air Brake Technologies Corp | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $269.60 |
SILASila Realty Trust, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $30.36 |
YSGYatsen Holding Ltd | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $3.17 |
ODTXOdyssey Therapeutics, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $18.71 |
TWFGTWFG, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.5%Giverny Capital | Implied quarter-end price $24.05 |
SAROStandardAero, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $29.91 |
OPLNOPENLANE, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $41.24 |
SMPLSimply Good Foods Co | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.3%Oaktree Capital | Implied quarter-end price $13.28 |
RNGRingCentral, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $38.98 |
IVVDInvivyd, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%Maverick Capital | Implied quarter-end price $0.8724 |
ITTItt Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $197.76 |
DFTXDefinium Therapeutics, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $47.04 |
Block, Inc.NOTE 0.250%11/0 · CUSIP 852234AK9 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.3%Oaktree Capital | Implied quarter-end price – |
NOVTUNovanta Inc | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $68.28 |
IDCCInterDigital, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%Fundsmith | Implied quarter-end price $283.13 |
CARRCarrier Global Corp | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%Markel Group | Implied quarter-end price $73.35 |
DINOHF Sinclair Corp | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 2.0%Semper Augustus | Implied quarter-end price $69.65 |
MASS908 Devices Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%ARK Invest | Implied quarter-end price $8.70 |
HEIHeico Corp | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%ARK Invest | Implied quarter-end price $356.19 |
ACIWAci Worldwide, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $50.29 |
GENIGenius Sports Ltd | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%ARK Invest | Implied quarter-end price $6.06 |
Winnebago Inds IncNOTE 3.250% 1/1 · CUSIP 974637AF7 | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.4%Oaktree Capital | Implied quarter-end price – |
SABRSabre Corp | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%Fundsmith | Implied quarter-end price $2.09 |
EDUNew Oriental Education & Technology Group Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $45.91 |
HXLHexcel Corp | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%Markel Group | Implied quarter-end price $100.06 |
OKLOOklo Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%ARK Invest | Implied quarter-end price $52.33 |
ARCTArcturus Therapeutics Holdings Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%ARK Invest | Implied quarter-end price $6.72 |
MFICMidCap Financial Investment Corp | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $10.08 |
CFGCitizens Financial Group Inc | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $70.07 |
ALTAltimmune, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $3.04 |
AEVAAeva Technologies, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $28.72 |
MPTMedical Properties Trust Inc | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $4.62 |
EPDEnterprise Products Partners L.P. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Markel Group | Implied quarter-end price $36.76 |
BLDQXO Insulation, LLC | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $426.16 |
PATHUiPath, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $10.87 |
MIDDMIDDLEBY Corp | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $172.01 |
SCCOSouthern Copper Corp | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $174.26 |
SOPHSOPHiA GENETICS SA | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $5.77 |
GSHDGoosehead Insurance, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $48.50 |
GENBGenerate Biomedicines, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%ARK Invest | Implied quarter-end price $16.87 |
PCTPureCycle Technologies, Inc. | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $8.11 |
DAKTDaktronics Inc | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $19.56 |
PPLPPL Corp | 1Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $36.35 |
QMCOQuantum Corp | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.4%Oaktree Capital | Implied quarter-end price $11.00 |
RNRRenaissancere Holdings Ltd | 1Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Markel Group | Implied quarter-end price $316.90 |
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.