Superinvestors 13F data can be up to 45 days old

What 46 well-known long-term investors held and changed, from the 13F-HR reports they file each quarter (most have filed for Q2 2026). A 13F lists US stocks held at the quarter end and is filed up to 45 days later: it shows no short positions, cash or foreign shares, and it is old news by the time it is filed.

The stocks most of the 46 followed investors hold in their latest 13F, counted by investor, not by dollars, so one giant fund does not drown out the rest. Share classes of one company (GOOGL and GOOG, BRK.A and BRK.B) count together.

StockHeld byBiggest bets on itLast quarter

1 GOOGLAlphabet Inc 27 Lu 32%, Ruane Cunniff 12%, Buffett 10% 186

2 MSFTMicrosoft Corp 23 Massey 21%, Ackman 15%, Triple Frond Partners 13% 1110

3 AMZNAmazon Com Inc 21 Massey 32%, Klarman 18%, Ackman 18% 1010

4 METAMeta Platforms Inc 20 Ackman 11%, Morfit 9%, Rolfe 9% 116

5 VVisa Inc 20 Hohn 21%, Morfit 14%, Akre 7% 97

6 TSMTaiwan Semiconductor Manufac 19 Tepper 12%, Rolfe 10%, Coleman 10% 107

7 BRKB · BRKABerkshire Hathaway Inc Del 17 Chou 35%, Bloomstran 26%, Gates Foundation 21% 95

8 AAPLApple Inc 14 Buffett 23%, Rolfe 8%, Chou 6% 81

9 MAMastercard Incorporated 14 Akre 20%, Russo 10%, Massey 9% 75

10 AXPAmerican Express Co 11 Buffett 18%, Tweedy Browne 1%, Gayner 1% 52

11 MCOMoodys Corp 10 Hohn 13%, Akre 10%, Buffett 4% 41

12 NVDANvidia Corporation 10 Coleman 9%, Polen Capital 7%, Jensen Investment 6% 53

13 COFCapital One Finl Corp 9 Davis 7%, Ruane Cunniff 6%, Loeb 4% 54

14 DISDisney Walt Productions 9 Halvorsen 2%, Rochon 2%, Gayner 2% 54

15 NFLXNetflix Inc 9 Russo 5%, Smith 4%, Nygren 1% 35

16 SCHWSchwab Charles Corp 9 Ruane Cunniff 7%, Rochon 6%, Yacktman 5% 53

17 SPGIS&p Global Inc 9 Hohn 12%, Triple Frond Partners 5%, Mueffling 4% 43

18 SUNBSunbelt Rentals Holdings Inc 9 Russo 6%, Ruane Cunniff 5%, Williams 5% 63

19 UNHUnitedhealth Group Inc 9 Ruane Cunniff 5%, Davis 2%, Dodge & Cox 2% 63

20 UNPUnion Pac Corp 9 Klarman 7%, Loeb 2%, Halvorsen 2% 34

21 WFCWells Fargo 9 Tweedy Browne 3%, Davis 3%, Chou 3% 33

22 AONAon Plc 8 Weitz 5%, Klarman 5%, Dodge & Cox 2% 34

23 AVGOBroadcom Inc 8 Mueffling 11%, Polen Capital 7%, Laffont 5% 72

24 BACBank Of Amer Corp 8 Buffett 10%, Nygren 2%, Tweedy Browne 2% 53

25 CMCSAComcast Corp New Cl A 8 First Eagle 2%, Dodge & Cox 2%, Russo <1% 42

Held by: how many of the 46 hold it. Biggest bets: the investors with the largest share of their portfolio in it. Last quarter: how many cut or sold out (red) against how many bought or added (green).