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 |
|---|---|---|---|---|
APDAir Products & Chemicals, Inc. | 2Holders | Combined weight 0.17% | Largest weight in one portfolio | Implied quarter-end price $293.18 |
LLYVKLiberty Live Holdings, Inc. | 2Holders | Combined weight 0.16% | Largest weight in one portfolio 4.1%ValueAct Capital | Implied quarter-end price $105.64 |
ICLRIcon PLC | 2Holders | Combined weight 0.15% | Largest weight in one portfolio | Implied quarter-end price $173.71 |
LADLithia Motors Inc | 2Holders | Combined weight 0.15% | Largest weight in one portfolio 13.2%Abrams Capital | Implied quarter-end price $290.49 |
NBISNebius Group N.V. | 2Holders | Combined weight 0.15% | Largest weight in one portfolio | Implied quarter-end price $276.17 |
CCitigroup Inc | 2Holders | Combined weight 0.14% | Largest weight in one portfolio 2.1%Chou Associates | Implied quarter-end price $139.96 |
FTVFortive Corp | 2Holders | Combined weight 0.14% | Largest weight in one portfolio | Implied quarter-end price $61.09 |
BDXBecton Dickinson & Co | 2Holders | Combined weight 0.14% | Largest weight in one portfolio | Implied quarter-end price $151.33 |
FPSForgent Power Solutions, Inc. | 2Holders | Combined weight 0.14% | Largest weight in one portfolio | Implied quarter-end price $55.86 |
CEGConstellation Energy Corp | 2Holders | Combined weight 0.14% | Largest weight in one portfolio | Implied quarter-end price $248.37 |
NYTNew York Times Co | 2Holders | Combined weight 0.13% | Largest weight in one portfolio 1.1%Giverny Capital | Implied quarter-end price $69.98 |
ROPRoper Technologies Inc | 2Holders | Combined weight 0.13% | Largest weight in one portfolio | Implied quarter-end price $338.39 |
AERAerCap Holdings N.V. | 2Holders | Combined weight 0.12% | Largest weight in one portfolio | Implied quarter-end price $145.78 |
MARMarriott International Inc | 2Holders | Combined weight 0.12% | Largest weight in one portfolio 7.0%Fundsmith | Implied quarter-end price $370.59 |
GPNGlobal Payments Inc | 2Holders | Combined weight 0.11% | Largest weight in one portfolio | Implied quarter-end price $72.56 |
TOLToll Brothers, Inc. | 2Holders | Combined weight 0.11% | Largest weight in one portfolio | Implied quarter-end price $164.75 |
CBRECbre Group, Inc. | 2Holders | Combined weight 0.11% | Largest weight in one portfolio 2.4%ValueAct Capital | Implied quarter-end price $134.69 |
CDWCDW Corp | 2Holders | Combined weight 0.10% | Largest weight in one portfolio | Implied quarter-end price $140.64 |
BABoeing Co | 2Holders | Combined weight 0.10% | Largest weight in one portfolio 2.3%Appaloosa | Implied quarter-end price $216.47 |
AMRZAmrize Ltd | 2Holders | Combined weight 0.10% | Largest weight in one portfolio | Implied quarter-end price $53.30 |
RACEFerrari N.V. | 2Holders | Combined weight 0.10% | Largest weight in one portfolio 7.7%Aquamarine | Implied quarter-end price $370.60 |
CNCCentene Corp | 2Holders | Combined weight 0.10% | Largest weight in one portfolio | Implied quarter-end price $64.19 |
GPCGenuine Parts Co | 2Holders | Combined weight 0.09% | Largest weight in one portfolio 6.1%Baupost Group | Implied quarter-end price $117.98 |
ADPAutomatic Data Processing Inc | 2Holders | Combined weight 0.09% | Largest weight in one portfolio 5.0%Giverny Capital | Implied quarter-end price $223.95 |
CPTCamden Property Trust | 2Holders | Combined weight 0.08% | Largest weight in one portfolio 1.8%Maverick Capital | Implied quarter-end price $114.49 |
ADPTAdaptive Biotechnologies Corp | 2Holders | Combined weight 0.08% | Largest weight in one portfolio | Implied quarter-end price $21.45 |
TTWOTake Two Interactive Software Inc | 2Holders | Combined weight 0.08% | Largest weight in one portfolio | Implied quarter-end price $249.98 |
RKTRocket Companies, Inc. | 2Holders | Combined weight 0.08% | Largest weight in one portfolio 11.6%ValueAct Capital | Implied quarter-end price $15.75 |
EQHEquitable Holdings, Inc. | 2Holders | Combined weight 0.08% | Largest weight in one portfolio | Implied quarter-end price $43.88 |
HOODRobinhood Markets, Inc. | 2Holders | Combined weight 0.07% | Largest weight in one portfolio 3.4%ARK Invest | Implied quarter-end price $100.28 |
TELTE Connectivity plc | 2Holders | Combined weight 0.07% | Largest weight in one portfolio | Implied quarter-end price $201.61 |
PINSPinterest, Inc. | 2Holders | Combined weight 0.07% | Largest weight in one portfolio | Implied quarter-end price $21.03 |
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 |
LLYVALiberty Live Holdings, Inc. | 2Holders | Combined weight 0.07% | Largest weight in one portfolio 1.4%ValueAct Capital | Implied quarter-end price $101.26 |
TEMTempus AI, Inc. | 2Holders | Combined weight 0.07% | Largest weight in one portfolio 3.8%ARK Invest | Implied quarter-end price $57.93 |
TKOTKO Group Holdings, Inc. | 2Holders | Combined weight 0.06% | Largest weight in one portfolio 16.1%Lindsell Train | Implied quarter-end price $201.31 |
FDXFFedEx Freight Holding Company, Inc. | 2Holders | Combined weight 0.06% | Largest weight in one portfolio | Implied quarter-end price $151.00 |
RBLXRoblox Corp | 2Holders | Combined weight 0.06% | Largest weight in one portfolio 3.0%ValueAct Capital | Implied quarter-end price $54.38 |
DLRDigital Realty Trust, Inc. | 2Holders | Combined weight 0.06% | Largest weight in one portfolio | Implied quarter-end price $179.58 |
LPLALPL Financial Holdings Inc. | 2Holders | Combined weight 0.06% | Largest weight in one portfolio | Implied quarter-end price $281.68 |
ONONOn Holding AG | 2Holders | Combined weight 0.06% | Largest weight in one portfolio | Implied quarter-end price $35.42 |
FLSFlowserve Corp | 2Holders | Combined weight 0.06% | Largest weight in one portfolio 2.4%Starboard Value | Implied quarter-end price $74.16 |
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 |
KRCKilroy Realty Corp | 2Holders | Combined weight 0.05% | Largest weight in one portfolio 1.3%Oaktree Capital | Implied quarter-end price $37.47 |
LPXLouisiana-Pacific Corp | 2Holders | Combined weight 0.05% | Largest weight in one portfolio 0.2%Chou Associates | Implied quarter-end price $78.66 |
TOSTToast, Inc. | 2Holders | Combined weight 0.05% | Largest weight in one portfolio 7.0%ValueAct Capital | Implied quarter-end price $27.82 |
PAYCPaycom Software, Inc. | 2Holders | Combined weight 0.05% | Largest weight in one portfolio | Implied quarter-end price $125.68 |
TDSTelephone & Data Systems Inc | 2Holders | Combined weight 0.05% | Largest weight in one portfolio 5.0%Third Point | Implied quarter-end price $37.01 |
ETSYEtsy Inc | 2Holders | Combined weight 0.05% | Largest weight in one portfolio | Implied quarter-end price $75.33 |
TXG10x Genomics, Inc. | 2Holders | Combined weight 0.05% | Largest weight in one portfolio 2.5%ARK Invest | Implied quarter-end price $38.34 |
OSKOshkosh Corp | 2Holders | Combined weight 0.05% | Largest weight in one portfolio | Implied quarter-end price $153.48 |
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 |
PLTRPalantir Technologies Inc. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio 2.4%ARK Invest | Implied quarter-end price $116.67 |
INSMINSMED Inc | 2Holders | Combined weight 0.04% | Largest weight in one portfolio | Implied quarter-end price $106.62 |
ARWArrow Electronics, Inc. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio | Implied quarter-end price $213.41 |
GFLGFL Environmental Inc. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio 3.4%Maverick Capital | Implied quarter-end price $36.78 |
MOHMolina Healthcare, Inc. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio 2.7%Baupost Group | Implied quarter-end price $228.70 |
BEAMBeam Therapeutics Inc. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio 2.3%ARK Invest | Implied quarter-end price $34.32 |
VSTVistra Corp. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio 4.7%Appaloosa | Implied quarter-end price $158.63 |
CSGPCostar Group, Inc. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio | Implied quarter-end price $28.32 |
MSMorgan Stanley | 2Holders | Combined weight 0.04% | Largest weight in one portfolio | Implied quarter-end price $209.04 |
RTXRTX Corp | 2Holders | Combined weight 0.04% | Largest weight in one portfolio 2.7%Maverick Capital | Implied quarter-end price $189.73 |
AVTAvnet Inc | 2Holders | Combined weight 0.04% | Largest weight in one portfolio | Implied quarter-end price $88.82 |
AGXArgan Inc | 2Holders | Combined weight 0.04% | Largest weight in one portfolio | Implied quarter-end price $798.55 |
CRCLCircle Internet Group, Inc. | 2Holders | Combined weight 0.04% | Largest weight in one portfolio 1.9%ARK Invest | Implied quarter-end price $62.63 |
RIOTRiot Platforms, Inc. | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 6.1%Starboard Value | Implied quarter-end price $27.38 |
AVTRAvantor, Inc. | 2Holders | Combined weight 0.03% | Largest weight in one portfolio | Implied quarter-end price $9.90 |
MANEVeradermics, Inc | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 0.9%Maverick Capital | Implied quarter-end price $122.94 |
VRTVertiv Holdings Co | 2Holders | Combined weight 0.03% | Largest weight in one portfolio | Implied quarter-end price $334.82 |
GTXGarrett Motion Inc. | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 5.2%Oaktree Capital | Implied quarter-end price $36.23 |
NSCNorfolk Southern Corp | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 4.1%Third Point | Implied quarter-end price $314.59 |
WSOWatsco Inc | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 1.9%Markel Group | Implied quarter-end price $416.73 |
FUTUFutu Holdings Ltd | 2Holders | Combined weight 0.03% | Largest weight in one portfolio | Implied quarter-end price $93.74 |
COMPCompass, Inc. | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 0.7%Maverick Capital | Implied quarter-end price $12.33 |
BILLBILL Holdings, Inc. | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 5.6%Starboard Value | Implied quarter-end price $36.16 |
BHFBrighthouse Financial, Inc. | 2Holders | Combined weight 0.03% | Largest weight in one portfolio | Implied quarter-end price $63.30 |
CPRTCopart Inc | 2Holders | Combined weight 0.03% | Largest weight in one portfolio | Implied quarter-end price $28.19 |
INTUIntuit Inc. | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 6.6%Lindsell Train | Implied quarter-end price $261.00 |
NVONovo Nordisk A S | 2Holders | Combined weight 0.03% | Largest weight in one portfolio 1.0%Markel Group | Implied quarter-end price $47.94 |
ORLYO Reilly Automotive Inc | 2Holders | Combined weight 0.03% | Largest weight in one portfolio | Implied quarter-end price $92.09 |
CAICaris Life Sciences, Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $17.82 |
ASAmer Sports, Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $33.84 |
EAElectronic Arts Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $205.04 |
LEALear Corp | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $134.06 |
CRDOCredo Technology Group Holding Ltd | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $271.95 |
YPFYpf Sociedad Anonima | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $45.47 |
CROXCrocs, Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 2.9%Himalaya Capital | Implied quarter-end price $120.64 |
CLFCleveland-Cliffs Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $9.39 |
KMXCarMax Inc | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 3.8%Starboard Value | Implied quarter-end price $52.89 |
DGDollar General Corp | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 8.7%Semper Augustus | Implied quarter-end price $115.11 |
RIGTransocean Ltd. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $4.89 |
KLACKLA Corp | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $301.71 |
BTDRBitdeer Technologies Group | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $15.87 |
FLEXFlex Ltd. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 3.6%Third Point | Implied quarter-end price $162.07 |
LSCCLattice Semiconductor Corp | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $152.96 |
BCBrunswick Corp | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $84.24 |
AEPAmerican Electric Power Co Inc | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $136.81 |
MEDPMedpace Holdings, Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 4.6%Giverny Capital | Implied quarter-end price $529.59 |
VEEVVeeva Systems Inc | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 1.1%Fundsmith | Implied quarter-end price $177.47 |
CCCCCC Intelligent Solutions Holdings Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $5.16 |
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.