Form 13F tracker
Tracked 13F Portfolios
Quarterly holdings of 75 tracked managers · 69 reporting holdings this quarter, drawn from their SEC Form 13F filings.
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Manager ledger
| Manager | Latest quarter | Filed | Reported total | Rows | Filing |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC — Ken Fisher | 2026-06-30 | 2026-08-04 | $335,828M | 1037 | — |
| Berkshire Hathaway Inc — Warren Buffett | 2026-06-30 | 2026-08-14 | $299,254M | 89 | combined |
| Dodge & Cox | 2026-06-30 | 2026-08-13 | $191,008M | 222 | — |
| BAILLIE GIFFORD & CO | 2026-06-30 | 2026-08-06 | $110,225M | 880 | combined |
| Point72 Asset Management, L.P. | 2026-06-30 | 2026-08-14 | $90,675M | 3923 | — |
| HARRIS ASSOCIATES L P — Bill Nygren — Oakmark | 2026-06-30 | 2026-08-14 | $75,423M | 226 | combined |
| First Eagle Investment Management, LLC | 2026-06-30 | 2026-08-24 | $60,751M | 616 | combined · amended |
| TCI FUND MANAGEMENT LTD | 2026-06-30 | 2026-08-14 | $52,770M | 11 | — |
| COATUE MANAGEMENT LLC | 2026-06-30 | 2026-08-14 | $48,629M | 211 | combined |
| VIKING GLOBAL INVESTORS LP | 2026-06-30 | 2026-08-14 | $35,079M | 90 | — |
| GATES FOUNDATION TRUST | 2026-06-30 | 2026-08-14 | $34,425M | 24 | — |
| PZENA INVESTMENT MANAGEMENT LLC | 2026-06-30 | 2026-08-07 | $34,066M | 195 | combined |
| EAGLE CAPITAL MANAGEMENT LLC | 2026-06-30 | 2026-08-14 | $32,748M | 56 | — |
| Bridgewater Associates, LP | 2026-06-30 | 2026-08-14 | $24,376M | 997 | — |
| TIGER GLOBAL MANAGEMENT LLC | 2026-06-30 | 2026-08-14 | $23,982M | 46 | — |
| Davis Selected Advisers | 2026-06-30 | 2026-08-11 | $23,290M | 112 | — |
| Elliott Investment Management L.P. | 2026-06-30 | 2026-08-14 | $22,670M | 29 | combined |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 2026-06-30 | 2026-08-14 | $21,676M | 89 | — |
| PERSHING SQUARE INC. | 2026-06-30 | 2026-08-14 | $19,466M | 15 | combined |
| LONE PINE CAPITAL LLC | 2026-06-30 | 2026-08-14 | $16,358M | 34 | — |
| Fundsmith LLP | 2026-06-30 | 2026-08-14 | $13,649M | 41 | — |
| Markel Group Inc. | 2026-06-30 | 2026-07-31 | $13,130M | 205 | combined |
| POLEN CAPITAL MANAGEMENT LLC | 2026-06-30 | 2026-08-04 | $11,611M | 219 | — |
| MAVERICK CAPITAL LTD | 2026-06-30 | 2026-08-14 | $11,321M | 179 | — |
| GAMCO INVESTORS, INC. ET AL | 2026-06-30 | 2026-08-12 | $11,145M | 938 | — |
| ARIEL INVESTMENTS, LLC | 2026-06-30 | 2026-08-14 | $10,029M | 199 | combined |
| Altimeter Capital Management, LP | 2026-06-30 | 2026-08-14 | $9,830M | 20 | — |
| GARDNER RUSSO & QUINN LLC | 2026-06-30 | 2026-08-13 | $8,926M | 85 | — |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-11 | $8,820M | 351 | — |
| GREENHAVEN ASSOCIATES INC | 2026-06-30 | 2026-07-28 | $8,661M | 28 | — |
| ICAHN CARL C — Carl Icahn | 2026-06-30 | 2026-08-14 | $8,264M | 18 | combined |
| SOROS FUND MANAGEMENT LLC | 2026-06-30 | 2026-08-14 | $8,144M | 266 | — |
| YACKTMAN ASSET MANAGEMENT LP | 2026-06-30 | 2026-08-11 | $8,089M | 74 | — |
| APPALOOSA LP — David Tepper | 2026-06-30 | 2026-08-14 | $7,725M | 27 | — |
| OAKTREE CAPITAL MANAGEMENT LP | 2026-06-30 | 2026-08-14 | $7,206M | 145 | combined |
| Ruane, Cunniff & Goldfarb L.P. | 2026-06-30 | 2026-08-14 | $6,427M | 54 | — |
| ValueAct Holdings, L.P. | 2026-06-30 | 2026-08-14 | $5,635M | 18 | combined |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 2026-06-30 | 2026-08-13 | $5,480M | 11 | — |
| BAUPOST GROUP LLC/MA — Seth Klarman | 2026-06-30 | 2026-08-13 | $5,416M | 23 | — |
| Duquesne Family Office LLC — Stanley Druckenmiller | 2026-06-30 | 2026-08-14 | $5,211M | 95 | — |
| AKRE CAPITAL MANAGEMENT LLC | 2026-06-30 | 2026-08-14 | $5,123M | 20 | combined |
| Sachem Head Capital Management LP | 2026-06-30 | 2026-08-14 | $4,820M | 19 | — |
| Third Point LLC — Daniel Loeb | 2026-06-30 | 2026-08-14 | $4,680M | 43 | — |
| Smead Capital Management, Inc. | 2026-06-30 | 2026-08-11 | $4,662M | 32 | — |
| Brave Warrior Advisors, LLC | 2026-06-30 | 2026-08-14 | $4,588M | 40 | — |
| Starboard Value LP | 2026-06-30 | 2026-08-14 | $4,524M | 22 | combined |
| FUNDSMITH INVESTMENT SERVICES LTD. | 2026-06-30 | 2026-08-14 | $4,519M | 27 | — |
| ALTAROCK PARTNERS LP | 2026-06-30 | 2026-08-17 | $4,240M | 8 | — |
| TRIAN FUND MANAGEMENT, L.P. | 2026-06-30 | 2026-08-12 | $4,231M | 9 | combined |
| DME Capital Management, LP — David Einhorn — Greenlight | 2026-06-30 | 2026-08-14 | $3,909M | 95 | combined |
| Himalaya Capital Management LLC | 2026-06-30 | 2026-08-14 | $3,703M | 8 | — |
| Patient Capital Management, LLC | 2026-06-30 | 2026-08-13 | $3,050M | 40 | — |
| Giverny Capital Inc. | 2026-06-30 | 2026-08-26 | $2,974M | 51 | amended |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 2026-06-30 | 2026-08-14 | $2,638M | 32 | combined |
| Lindsell Train Ltd | 2026-06-30 | 2026-07-15 | $2,629M | 28 | — |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 2026-06-30 | 2026-08-14 | $1,917M | 81 | combined |
| JANA Partners Management, LP | 2026-06-30 | 2026-08-14 | $1,902M | 10 | — |
| Oasis Management Co Ltd. | 2026-06-30 | 2026-08-14 | $1,876M | 108 | — |
| Aquamarine Financial (Cayman) Ltd — Guy Spier | 2026-06-30 | 2026-08-12 | $1,811M | 17 | — |
| Tweedy, Browne Co LLC | 2026-06-30 | 2026-08-07 | $1,320M | 91 | — |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | 2026-06-30 | 2026-08-14 | $885M | 50 | — |
| Cantillon Capital Management LLC | 2026-06-30 | 2026-07-29 | $665M | 27 | combined |
| KAHN BROTHERS GROUP INC | 2026-06-30 | 2026-08-17 | $633M | 48 | amended |
| WEDGEWOOD PARTNERS INC | 2026-06-30 | 2026-08-14 | $484M | 18 | combined |
| Miller Value Partners, LLC | 2026-06-30 | 2026-08-14 | $423M | 56 | — |
| Dalal Street, LLC — Mohnish Pabrai | 2026-06-30 | 2026-08-13 | $327M | 4 | — |
| Punch Card Management L.P. | 2026-06-30 | 2026-08-14 | $256M | 5 | — |
| Chou Associates Management Inc. | 2026-06-30 | 2026-08-12 | $217M | 31 | — |
| Aquamarine Zurich AG — Guy Spier | 2026-06-30 | 2026-07-10 | $144M | 7 | — |
First Eagle Investment Management, LLC — Amended: this view reflects the filer's restatement of 2026-08-24.
Giverny Capital Inc. — Amended: this view reflects the filer's restatement of 2026-08-26.
KAHN BROTHERS GROUP INC — Amended: this view reflects the filer's restatement of 2026-08-17.
Most held across tracked portfolios
| Security | Class | Managers | Reported value |
|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 38 of 69 | $61,349M |
| MICROSOFT CORP | COM | 34 of 69 | $27,366M |
| META PLATFORMS INC | CL A | 31 of 69 | $22,820M |
| AMAZON COM INC | COM | 30 of 69 | $41,212M |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 30 of 69 | $27,263M |
| VISA INC | COM CL A | 29 of 69 | $23,241M |
| ALPHABET INC | CAP STK CL C | 27 of 69 | $30,686M |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 22 of 69 | $10,905M |
| MASTERCARD INCORPORATED | CL A | 21 of 69 | $9,697M |
| JPMORGAN CHASE CO | COM | 20 of 69 | $7,386M |
| APPLE INC | COM | 19 of 69 | $83,916M |
| NVIDIA CORP COM | COM | 19 of 69 | $34,948M |
| DISNEY WALT CO | COM | 19 of 69 | $2,101M |
| AMERICAN EXPRESS CO | COM | 18 of 69 | $55,836M |
| UNITEDHEALTH GROUP INC | COM | 18 of 69 | $12,180M |
| CAPITAL ONE FINL CORP | COM | 18 of 69 | $11,226M |
| S&P GLOBAL INC | COM | 18 of 69 | $8,680M |
| BANK OF AMER CORP | COM | 17 of 69 | $33,214M |
| MOODYS CORP | COM | 17 of 69 | $18,806M |
| BROADCOM INC COM | COM | 16 of 69 | $11,388M |
| BERKSHIRE HATHAWAY INC DEL | CL A | 16 of 69 | $3,493M |
| PHILIP MORRIS INTL INC | COM | 16 of 69 | $3,296M |
| APPLIED MATLS INC | COM | 15 of 69 | $6,404M |
| NETFLIX INC. | COM | 15 of 69 | $5,761M |
| UBER TECHNOLOGIES INC | COM | 15 of 69 | $5,136M |
| The Charles Schwab Corp. | COM | 14 of 69 | $13,557M |
| GE VERNOVA INC | COM | 14 of 69 | $9,319M |
| MERCK CO INC | COM | 14 of 69 | $6,965M |
| Wells Fargo & Co. | COM | 14 of 69 | $5,235M |
| ORACLE CORP | COM | 14 of 69 | $4,559M |
Sums are across tracked reports, not unique economic ownership.
Coverage
Q2 2026 filings · updated through Aug 26, 2026.