Skip to main content

Combined portfolio

As of Q3 2015, the AlphaBaseline combined portfolio aggregates $300.28B 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 Q3 2015 it covers the 50 most widely held positions, worth $300.28B in aggregate reported value.

Source
Aggregate SEC 13F data
Period
Q3 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.

MSFT301.99%
WFC254.50%
AAPL221.22%
AXP222.20%
MA220.93%
V210.67%
BRK-B201.75%
GE200.71%
JNJ200.33%
IBM181.69%

Top by % of combined

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

WFC4.50%$33.26B
KHC3.22%$23.81B
KO2.33%$17.21B
VRX2.20%$16.24B
AXP2.20%$16.24B
MSFT1.99%$14.73B
BRK-B1.75%$12.92B
IBM1.69%$12.46B
AAPL1.22%$8.99B
BK1.08%$8B

Top buys

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

KHC70$23.81B
AAPL113$5.96B
PSX11$4.32B
PYPL100$2.58B
GE26$2.49B
NFLX12$2.13B
LNG04$1.97B
T25$1.94B
MDLZ12$1.82B
BIDU53$1.77B

Top sells

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

AAPL10$-6.62B
DTV60$-3.09B
GOOGL78$-2.43B
FXE10$-2.19B
PCLN14$-1.45B
EBAY74$-1.32B
AIG27$-1.31B
ILMN03$-931.67M
CVX02$-907.21M
MA010$-843.3M

Big bets

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

Daily Journal Corp (Charlie Munger) - Daily Journal CorpWFCWells Fargo & Co66.10%$81.74M
Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation TrustBRK-BBERKSHIRE HATHAWAY INC60.05%$10.35B
Chris Hohn - TCI Fund Management TWCTIME WARNER CABLE INC58.65%$2.98B
Mohnish Pabrai - Pabrai InvestmentsFCAUFIAT CHRYSLER AUTOMOBILES N48.33%$182.23M
Norbert Lou - Punch Card ManagementBRK/ABERKSHIRE HATHAWAY INC DEL43.65%$72.83M

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 CORP301.99%$14.73B-$20.78M
2WFCWELLS FARGO & CO NEW254.50%$33.26B-$3.76B
3AXPAMERICAN EXPRESS CO222.20%$16.24B+$196.39M
4AAPLAPPLE INC221.22%$8.99B+$5.83B
5MAMASTERCARD INC220.93%$6.86B-$1.13B
6VVISA INC210.67%$4.99B-$307.01M
7BRK-BBERKSHIRE HATHAWAY INC201.75%$12.92B+$980.43M
8GEGeneral Electric Co.200.71%$5.28B+$2.34B
9JNJJohnson & Johnson200.33%$2.47B+$60.79M
10IBMINTERNATIONAL BUSINESS MACHS181.69%$12.46B-$1.11B
11ORCLORACLE CORP181.02%$7.51B-$670.61M
12BRK-ABerkshire Hathaway - Cl A170.69%$5.13B-$452.93M
13CCITIGROUP INC170.49%$3.6B-$86.2M
14WMTWAL MART STORES INC161.00%$7.42B-$912.41M
15BACBank of America Corp160.90%$6.67B-$1.2B
16USBUS BANCORP DEL160.66%$4.89B-$310.89M
17GOOGGoogle Inc150.98%$7.25B+$1.16B
18JPMJPMORGAN CHASE & CO150.85%$6.31B-$847.32M
19PEPPepsiCo Inc.150.58%$4.29B-$310.57M
20BKBank of New York Mellon Corp/T141.08%$8B-$933.15M
21CSCOCisco Systems Inc140.52%$3.86B+$472.44M
22XOMEXXON MOBIL CORP140.15%$1.09B+$27.37M
23PGProcter & Gamble130.86%$6.39B-$567.26M
24GOOGLGOOGLE INC130.67%$4.92B-$1.3B
25PFEPfizer Inc130.30%$2.23B+$324.3M
26PMPhilip Morris International In130.22%$1.62B+$19.26M
27VRXValeant Pharmaceuticals Intern122.20%$16.24B-$3.4B
28GSGoldman Sachs Group Inc/The120.77%$5.69B-$1.51B
29CMCSAComcast Corp120.61%$4.48B+$300.66M
30AIGAMERICAN INTL GROUP INC120.58%$4.32B-$1.8B
31NOVNational Oilwell Varco Inc120.41%$3.06B-$836.53M
32DDDu Pont E I De Nemours & Co.120.24%$1.78B+$42.16M
33MCDMcDonald's Corporation120.20%$1.49B-$100.48M
34VZVERIZON COMMUNICATIONS INC120.13%$989.81M-$211.31M
35AMZNAMAZON COM INC110.91%$6.69B+$1.79B
36SLBSchlumberger Ltd110.67%$4.92B-$720.49M
37AGNALLERGAN PLC110.66%$4.86B-$174.51M
38LBTYKLiberty Global PLC110.50%$3.72B-$365.05M
39INTCINTEL CORP110.44%$3.27B-$51.32M
40MMM3M CO110.30%$2.19B-$10.92M
41QCOMQUALCOMM110.22%$1.65B-$68.91M
42UPSUnited Parcel Service (UPS)110.18%$1.33B+$5.66M
43LOWLowe's Companies, Inc. (LOW)110.15%$1.1B-$459.09M
44COPCONOCOPHILLIPS110.11%$828.6M-$253.82M
45DISDISNEY WALT CO110.08%$622.33M-$294.92M
46KOCOCA COLA CO102.33%$17.21B+$155.96M
47SCHWCharles Schwab Corp/The100.56%$4.11B-$62.35M
48PCLNPRICELINE GRP INC100.51%$3.81B-$1.09B
49BIDUBAIDU INC100.45%$3.34B+$1.07B
50UNHUnitedHealth Group Inc100.43%$3.2B-$727.43M