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 |
|---|---|---|---|---|
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 |
LBTYALiberty Global Ltd. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 1.8%Oaktree Capital | Implied quarter-end price $11.37 |
SDGRSchrodinger, Inc. | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $16.25 |
AMEAmetek Inc | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 4.9%Giverny Capital | Implied quarter-end price $241.94 |
TDGTransDigm Group INC | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 2.3%Third Point | Implied quarter-end price $1,332.04 |
BUDAnheuser-Busch InBev SA/NV | 2Holders | Combined weight 0.02% | Largest weight in one portfolio | Implied quarter-end price $82.40 |
YUMYum Brands Inc | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 0.7%Fundsmith | Implied quarter-end price $159.86 |
TLNTalen Energy Corp | 2Holders | Combined weight 0.02% | Largest weight in one portfolio 2.4%Oaktree Capital | Implied quarter-end price $384.26 |
FIVEFive Below, Inc | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 3.6%Giverny Capital | Implied quarter-end price $179.79 |
PENNPENN Entertainment, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $21.36 |
UUnity Software Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $28.58 |
EXPEagle Materials Inc | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 2.2%Baupost Group | Implied quarter-end price $225.00 |
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 – |
VGNTVersigent PLC | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $42.01 |
ADMArcher-Daniels-Midland Co | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.9%Markel Group | Implied quarter-end price $76.40 |
MPWRMonolithic Power Systems, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $1,382.36 |
BBarrick Mining Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 2.2%Oaktree Capital | Implied quarter-end price $36.73 |
DECKDeckers Outdoor Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 7.5%Semper Augustus | Implied quarter-end price $99.29 |
GNRCGenerac Holdings Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $292.81 |
DEODiageo PLC | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.8%Markel Group | Implied quarter-end price $80.38 |
LBRDKLiberty Broadband Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $33.26 |
JD.com, Inc.NOTE 0.250% 6/0 · CUSIP 47215PAJ5 | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price – |
SNXTD Synnex Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $267.34 |
HCAHCA Healthcare, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.3%Markel Group | Implied quarter-end price $389.89 |
DNOWDNOW Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.7%Baupost Group | Implied quarter-end price $12.97 |
CPRICapri Holdings Ltd | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $18.57 |
ROLRollins Inc | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.5%Markel Group | Implied quarter-end price $41.74 |
CZRCaesars Entertainment, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.9%Icahn Capital | Implied quarter-end price $30.18 |
DBDeutsche Bank Aktiengesellschaft | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $33.85 |
PVHPVH Corp. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $74.26 |
NTESNetEase, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $128.14 |
SNDKSandisk Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $2,273.73 |
FCXFreeport-McMoran Inc | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 1.4%Oaktree Capital | Implied quarter-end price $62.89 |
BLTEBelite Bio, Inc | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.6%Maverick Capital | Implied quarter-end price $153.99 |
KDKKodiak AI, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $5.08 |
TMETencent Music Entertainment Group | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 1.5%Himalaya Capital | Implied quarter-end price $8.35 |
MAIRMadison Air Solutions Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $39.00 |
PRMBPrimo Brands Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $24.44 |
MMYTMakeMyTrip Ltd | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 1.0%Oaktree Capital | Implied quarter-end price $53.29 |
PURRHyperliquid Strategies Inc | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $7.87 |
GOOGNAlphabet Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $50.17 |
MKLMarkel Group Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 2.0%Giverny Capital | Implied quarter-end price $1,953.01 |
SBUXStarbucks Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.5%Semper Augustus | Implied quarter-end price $102.19 |
DCHDauch Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $5.42 |
HSICHenry Schein Inc | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $83.52 |
FIXComfort Systems USA Inc | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.2%Markel Group | Implied quarter-end price $1,981.95 |
WVEWave Life Sciences, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.5%Maverick Capital | Implied quarter-end price $5.81 |
Riot Platforms, Inc.NOTE 0.750% 1/1 · CUSIP 767292AB1 | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 1.0%Oaktree Capital | Implied quarter-end price – |
ANETArista Networks, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 2.0%Giverny Capital | Implied quarter-end price $169.88 |
LEN.BLennar Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $88.71 |
DDOGDatadog, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.4%ARK Invest | Implied quarter-end price $260.36 |
TSNTyson Foods, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.4%Markel Group | Implied quarter-end price $57.25 |
HRLHormel Foods Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $24.82 |
PACBPacific Biosciences of California, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.3%ARK Invest | Implied quarter-end price $1.68 |
RYAAYRyanair Holdings PLC | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.2%Chou Associates | Implied quarter-end price $64.75 |
SPBSpectrum Brands Holdings, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $85.75 |
BROBrown & Brown, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 1.6%Giverny Capital | Implied quarter-end price $64.15 |
ARESAres Management Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.9%Third Point | Implied quarter-end price $111.31 |
CCKCrown Holdings, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.2%Markel Group | Implied quarter-end price $111.82 |
BULLWebull Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $6.52 |
PSKYParamount Skydance Corp | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $9.86 |
WMGWarner Music Group Corp. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $27.07 |
NETCloudflare, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.3%ARK Invest | Implied quarter-end price $245.28 |
HONHoneywell International Inc | 2Holders | Combined weight 0.01% | Largest weight in one portfolio | Implied quarter-end price $223.90 |
CSCOCisco Systems, Inc. | 2Holders | Combined weight 0.01% | Largest weight in one portfolio 0.3%Markel Group | Implied quarter-end price $117.46 |
FRVOFervo Energy Co | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $29.23 |
HONAHoneywell Aerospace Inc. | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $221.08 |
PANWPalo Alto Networks Inc | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $341.02 |
LMTLockheed Martin Corp | 2Holders | Combined weight 0.00% | Largest weight in one portfolio 0.3%Markel Group | Implied quarter-end price $509.46 |
SRTAStrata Critical Medical, Inc. | 2Holders | Combined weight 0.00% | Largest weight in one portfolio 0.6%Third Point | Implied quarter-end price $5.27 |
REREATRenew Inc. | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $3.87 |
GHCGraham Holdings Co | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $1,141.42 |
WWDWoodward, Inc. | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $425.44 |
CXCemex SAB de CV | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $12.00 |
CCJCameco Corp | 2Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%ARK Invest | Implied quarter-end price $101.86 |
KGCKinross Gold Corp | 2Holders | Combined weight 0.00% | Largest weight in one portfolio 4.1%Semper Augustus | Implied quarter-end price $23.62 |
ADMAAdma Biologics, Inc. | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $8.37 |
PAYXPaychex Inc | 2Holders | Combined weight 0.00% | Largest weight in one portfolio 2.4%Semper Augustus | Implied quarter-end price $98.33 |
CIGIColliers International Group Inc. | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $93.70 |
BNSBank of Nova Scotia | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $86.78 |
WRDWeRide Inc. | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $5.82 |
PAYPPayPay Corp | 2Holders | Combined weight 0.00% | Largest weight in one portfolio 0.5%ValueAct Capital | Implied quarter-end price $14.33 |
APLDApplied Digital Corp. | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $37.30 |
LAMRLamar Advertising Co | 2Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Markel Group | Implied quarter-end price $155.98 |
GLDSPDR Gold Trust | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $368.38 |
JEFJefferies Financial Group Inc. | 2Holders | Combined weight 0.00% | Largest weight in one portfolio 3.4%Chou Associates | Implied quarter-end price $49.98 |
ZZillow Group, Inc. | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $31.52 |
CLXClorox Co | 2Holders | Combined weight 0.00% | Largest weight in one portfolio 0.2%Fundsmith | Implied quarter-end price $95.44 |
Snap IncNOTE 0.125% 3/0 · CUSIP 83304AAH9 | 2Holders | Combined weight 0.00% | Largest weight in one portfolio 0.3%Oaktree Capital | Implied quarter-end price – |
PRMPerimeter Solutions, Inc. | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $35.65 |
BNYBank of New York Mellon Corp | 2Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%Markel Group | Implied quarter-end price $144.61 |
RMBSRambus Inc | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $132.74 |
ONOn Semiconductor Corp | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $94.54 |
ENTGEntegris Inc | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $179.86 |
HTHTH World Group Ltd | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $41.72 |
HDBHDFC Bank Ltd | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $25.83 |
CRWDCrowdStrike Holdings, Inc. | 2Holders | Combined weight 0.00% | Largest weight in one portfolio 0.1%ARK Invest | Implied quarter-end price $199.47 |
VLTOVeralto Corp | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $88.68 |
LULUlululemon athletica inc. | 2Holders | Combined weight 0.00% | Largest weight in one portfolio 0.5%Giverny Capital | Implied quarter-end price $114.18 |
Invesco Exchange Traded FD TS&P500 EQL WGT · CUSIP 46137V357 | 2Holders | Combined weight 0.00% | Largest weight in one portfolio | Implied quarter-end price $212.77 |
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.