What great investors own

The latest US stock holdings of 38 investors worth following, from the 13F reports their firms file with the SEC each quarter: their largest positions, what they bought and sold, and how far they stray from their index.

Warren BuffettBerkshire Hathaway

Durable businesses, held for decades

$299.3B in 29 stocks, Q2 2026

AAPL AXP KO

Baillie Gifford

Long-horizon growth

$110.2B in 273 stocks, Q2 2026

SPCX NVDA AMZN

Bill NygrenHarris Associates (Oakmark)

Intrinsic value

$75.2B in 162 stocks, Q2 2026

KDP ABNB CRM

Ron BaronBaron Capital

Founder-led growth

$66.6B in 345 stocks, Q2 2026

SPCX TSLA MSCI

Chris HohnTCI Fund Management

Very concentrated quality

$52.8B in 11 stocks, Q2 2026

GE V MCO

Philippe LaffontCoatue Management

Tech growth, public and private

$48.6B in 66 stocks, Q2 2026

TSM LRCX MU

Andreas HalvorsenViking Global Investors

Fundamental stock picking

$35.1B in 90 stocks, Q2 2026

V TSM APD

Dan SundheimD1 Capital Partners

Fundamental long-short

$34.8B in 55 stocks, Q2 2026

SPCX CART JHX

Chase ColemanTiger Global Management

Internet and software growth

$24B in 46 stocks, Q2 2026

TSM AMZN NVDA

Bill AckmanPershing Square

Concentrated activist

$19.5B in 14 stocks, Q2 2026

UBER BN MSFT

Stephen MandelLone Pine Capital

Concentrated quality growth

$16.4B in 34 stocks, Q2 2026

NBIS ASML STX

Cathie WoodARK Investment Management

Disruptive innovation

$15.4B in 190 stocks, Q2 2026

TSLA AMD SPCX

Paul SingerElliott Investment Management

Activist and event-driven

$14.3B in 29 stocks, Q2 2026

TFPM PSX SU

Terry SmithFundsmith

Quality, bought and held

$13.6B in 41 stocks, Q2 2026

MAR SYK WAT

Tom GaynerMarkel Group

Quality at fair prices

$13.1B in 130 stocks, Q2 2026

GOOG BRK-A BRK-B

Polen Capital

Concentrated quality growth

$11.6B in 219 stocks, Q2 2026

LLY NVDA MSFT

Gavin BakerAtreides Management

Tech and AI growth

$11.1B in 49 stocks, Q2 2026

SPCX MU CBRS

Lee AinslieMaverick Capital

Long-short stock picking

$11.1B in 179 stocks, Q2 2026

NVDA AMD ALAB

John ArmitageEgerton Capital

Quality, long-biased

$10.4B in 23 stocks, Q2 2026

V GOOG APH

Henry EllenbogenDurable Capital Partners

Durable founder-led growth

$10.3B in 36 stocks, Q2 2026

RBC DASH Q

Brad GerstnerAltimeter Capital

Concentrated tech growth

$9.8B in 20 stocks, Q2 2026

NVDA CBRS META

Tom RussoGardner Russo & Quinn

Global consumer brands

$8.9B in 85 stocks, Q2 2026

GOOG BRK-A PM

Carl IcahnIcahn Capital

Activist

$8.3B in 12 stocks, Q2 2026

IEP CVI UAN

David TepperAppaloosa

Macro-aware opportunist

$7.5B in 27 stocks, Q2 2026

AMZN MU TSM

Ruane, Cunniff & GoldfarbRuane, Cunniff & Goldfarb (Sequoia Fund)

Concentrated quality

$6.4B in 54 stocks, Q2 2026

GOOGL TSM FWONA

ValueAct Capital

Constructive activist

$5.6B in 18 stocks, Q2 2026

V AMZN RKT

Seth KlarmanBaupost Group

Margin-of-safety value

$5.4B in 23 stocks, Q2 2026

AMZN ELV QSR

Chuck AkreAkre Capital Management

Compounders with long runways

$5.1B in 20 stocks, Q2 2026

MA MCO BN

Dan LoebThird Point

Event-driven activist

$4.7B in 43 stocks, Q2 2026

Warner Bros Discovery Inc. AMZN GOOGL

Reinhart Partners

Mid and small cap value

$4.4B in 72 stocks, Q2 2026

SIMO LNTH ACLS

Stanley DruckenmillerDuquesne Family Office

Concentrated macro

$4.4B in 95 stocks, Q2 2026

NTRA TSM STM

David EinhornGreenlight Capital

Value, long and short

$3.9B in 46 stocks, Q2 2026

GRBK FLR CNR

Li LuHimalaya Capital

Concentrated value

$3.7B in 8 stocks, Q2 2026

GOOGL GOOG PDD

François RochonGiverny Capital

Owner-minded quality

$3B in 51 stocks, Q2 2026

GOOG HEI-A META

Marc StadDragoneer Investment Group

Quality tech growth

$2.8B in 12 stocks, Q2 2026

SPCX AMD AMZN

Chris BloomstranSemper Augustus

Long-horizon value

$884.6M in 50 stocks, Q2 2026

BRK-B ALK BRK-A

Mohnish PabraiPabrai Investment Funds

Concentrated deep value

$326.7M in 4 stocks, Q2 2026

HCC RIG AMR

Michael BurryScion Asset Management

Contrarian deep value

$68.1M in 8 stocks, Q3 2025

MOH LULU SLM