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Combined portfolio

As of Q2 2015, the AlphaBaseline combined portfolio aggregates $309.12B of reported 13F holdings across 70 institutional managers, covering 50 of the largest positions by holder count.

This view adds up the holdings of every focused investor we track into one book, so you can see what the group owns as a whole and which stocks they crowd into.

For Q2 2015 it covers the 50 most widely held positions, worth $309.12B in aggregate reported value.

Source
Aggregate SEC 13F data
Period
Q2 2015
Coverage
70 managers included

13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-09-16.

Most owned

These are the stocks the most tracked managers hold, showing where conviction is most crowded.

MSFT281.91%
WFC264.79%
AAPL210.41%
AXP212.07%
BRK-B211.54%
GOOG210.79%
JNJ210.31%
MA211.03%
V210.68%
GOOGL200.80%

Top by % of combined

These positions take the largest share of the combined book, showing where the group's dollars concentrate.

WFC4.79%$37.02B
VRX2.54%$19.64B
KO2.21%$17.06B
AXP2.07%$16.04B
MSFT1.91%$14.75B
IBM1.76%$13.58B
BRK-B1.54%$11.94B
IEP1.26%$9.74B
BK1.15%$8.93B
WMT1.08%$8.33B

Top buys

These are the stocks the group bought most this quarter, ranked by net dollar value added.

AGN90$5.03B
TWC12$3.66B
JD12$1.8B
PCLN24$1.23B
CMCSA22$1.1B
WBA04$1.1B
CHTR23$1.08B
AXP47$1.06B
GOOGL17$801.97M
CTRA11$763M

Top sells

These are the stocks the group sold most this quarter, ranked by net dollar value removed.

ACTZZZZ80$-4.67B
BIDU43$-1.51B
VRX09$-1.22B
BK27$-1.21B
MDLZ21$-1.03B
AAPL19$-964.07M
GCI30$-754.26M
BRK/B39$-751.29M
CNI20$-688.16M
PSX26$-685.56M

Big bets

Each of these is a single position worth at least 40% of one manager's portfolio, marking their highest-conviction wagers.

Chris Hohn - TCI Fund Management TWCTIME WARNER CABLE INC68.39%$2.96B
Daily Journal Corp (Charlie Munger) - Daily Journal CorpWFCWells Fargo & Co66.20%$89.52M
Norbert Lou - Punch Card ManagementBRK/ABERKSHIRE HATHAWAY INC DEL65.92%$76.41M
Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation TrustBRK-BBERKSHIRE HATHAWAY INC54.87%$9.34B
Mohnish Pabrai - Pabrai InvestmentsFCAUFIAT CHRYSLER AUTOMOBILES N42.25%$200.52M

All positions

This table lists the 50 most widely held positions in the combined book, ranked by how many managers hold each one. Select a ticker to see exactly which managers hold it and at what size.

1MSFTMicrosoft Corp281.91%$14.75B+$1.65B
2WFCWELLS FARGO & CO NEW264.79%$37.02B+$997.56M
3AXPAMERICAN EXPRESS CO212.07%$16.04B+$989.03M
4BRK-BBERKSHIRE HATHAWAY INC211.54%$11.94B-$1.52B
5MAMASTERCARD INC211.03%$7.99B+$72.76M
6GOOGGoogle Inc210.79%$6.09B+$81.52M
7VVISA INC210.68%$5.29B+$40.11M
8AAPLAPPLE INC210.41%$3.16B-$1.02B
9JNJJohnson & Johnson210.31%$2.41B-$49.31M
10GOOGLGOOGLE INC200.80%$6.22B+$655.01M
11ORCLORACLE CORP191.06%$8.19B-$637.33M
12GEGENERAL ELECTRIC CO180.38%$2.94B+$242.77M
13IBMINTERNATIONAL BUSINESS MACHS171.76%$13.58B+$132.3M
14WMTWAL MART STORES INC171.08%$8.33B-$1.14B
15JPMJPMORGAN CHASE & CO170.93%$7.15B+$1.07B
16BRK-ABerkshire Hathaway - Cl A170.72%$5.58B-$304.47M
17CCITIGROUP INC170.48%$3.69B+$44.19M
18BACBank of America Corp161.02%$7.87B+$1.1B
19XOMExxon Mobil Corp.160.14%$1.06B-$144.91M
20USBUS BANCORP DEL150.67%$5.21B-$79.01M
21PEPPepsiCo, Inc.150.59%$4.6B-$206.28M
22CSCOCisco Systems Inc150.44%$3.39B+$331.5M
23BKBank of New York Mellon Corp/T141.15%$8.93B-$793.23M
24GSGoldman Sachs Group Inc/The140.93%$7.2B+$607.06M
25EBAYEBAY INC140.83%$6.45B+$126.15M
26PMPhilip Morris International In140.21%$1.6B+$33.39M
27PGProcter & Gamble130.90%$6.96B-$325.88M
28AIGAMERICAN INTL GROUP INC130.79%$6.13B+$271.13M
29QCOMQUALCOMM INC130.22%$1.71B-$275.37M
30MCDMcDonald's Corporation130.21%$1.59B-$134.8M
31DISDISNEY WALT CO130.12%$917.25M+$74.89M
32CMCSAComcast Corp120.54%$4.18B+$1.29B
33PFEPfizer Inc120.25%$1.91B-$161.77M
34LOWLowe's Companies, Inc. (LOW)120.20%$1.56B-$95.51M
35VZVERIZON COMMUNICATIONS INC120.16%$1.2B+$7.48M
36VRXValeant Pharmaceuticals Intern112.54%$19.64B+$992.63M
37SLBSchlumberger Ltd110.73%$5.64B-$261.45M
38ESRXExpress Scripts Holding Co110.64%$4.98B+$287.17M
39LBTYKLiberty Global Plc Series C110.53%$4.08B-$524.26M
40UNHUnitedHealth Group Inc110.51%$3.93B-$333.7M
41NOVNATIONAL OILWELL VARCO INC110.50%$3.9B+$124.78M
42INTCINTEL CORP110.43%$3.32B-$177.48M
43PCPPrecision Castparts Corp110.32%$2.48B-$106.41M
44MMM3M CO110.28%$2.2B-$54.15M
45UPSUnited Parcel Service (UPS)110.17%$1.33B-$16.33M
46COPCONOCOPHILLIPS110.14%$1.08B-$26.54M
47ABTABBOTT LABS110.13%$1B+$78.42M
48GILDGILEAD SCIENCES INC110.10%$750.16M+$466.4M
49KOCOCA COLA CO102.21%$17.06B-$918.33M
50PCLNPRICELINE GRP INC100.63%$4.89B+$1.19B