Skip to main content

Combined portfolio

As of Q4 2015, the AlphaBaseline combined portfolio aggregates $317.59B of reported 13F holdings across 71 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 Q4 2015 it covers the 50 most widely held positions, worth $317.59B in aggregate reported value.

Source
Aggregate SEC 13F data
Period
Q4 2015
Coverage
71 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.

MSFT322.14%
AAPL241.16%
WFC244.70%
MA220.84%
V220.79%
AXP212.04%
GOOG211.26%
BRK/B201.66%
GOOGL200.89%
JNJ200.38%

Top by % of combined

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

WFC4.70%$35.16B
KHC3.24%$24.27B
KO2.44%$18.22B
MSFT2.14%$15.98B
AXP2.04%$15.26B
BRK/B1.66%$12.4B
IBM1.57%$11.71B
GOOG1.26%$9.45B
VRX1.26%$9.39B
AAPL1.16%$8.65B

Top buys

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

GOOG161$8.91B
GOOGL150$5.86B
HPE80$3.83B
HPQ70$2.65B
AIG04$2.35B
CMCSA55$2.03B
EMC22$1.07B
TEVA01$1.05B
NKE19$966.22M
XRX10$918.79M

Top sells

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

GOOG141$-9.02B
GOOGL121$-5.99B
HPQ70$-5.79B
MSFT121$-2.48B
CMCSK100$-2.13B
BIDU15$-1.81B
WBA14$-1.39B
GE19$-1.38B
PFE07$-1.29B
MCD27$-1.19B

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 & Co65.77%$86.53M
Chris Hohn - TCI Fund Management TWCTIME WARNER CABLE INC60.51%$3.01B
Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation TrustBRK/BBERKSHIRE HATHAWAY INC DEL58.94%$9.82B
Mohnish Pabrai - Pabrai InvestmentsFCAUFIAT CHRYSLER AUTOMOBILES N50.89%$192.89M

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 Corp322.14%$15.98B+$1.25B
2WFCWELLS FARGO & CO NEW244.70%$35.16B+$1.9B
3AAPLAPPLE INC241.16%$8.65B-$344.94M
4MAMASTERCARD INC220.84%$6.31B-$555.49M
5VVISA INC220.79%$5.93B+$941.65M
6AXPAMERICAN EXPRESS CO212.04%$15.26B-$981.05M
7GOOGAlphabet Inc211.26%$9.45B+$9.01B
8BRK/BBERKSHIRE HATHAWAY INC DEL201.66%$12.4B-$517.18M
9GOOGLALPHABET INC200.89%$6.66B+$6.01B
10JNJJohnson & Johnson200.38%$2.83B+$360.23M
11IBMINTERNATIONAL BUSINESS MACHS191.57%$11.71B-$752.04M
12GEGeneral Electric Co.190.69%$5.14B-$142.06M
13ORCLORACLE CORP181.01%$7.52B+$4.82M
14BACBank of America Corp170.90%$6.71B+$39.77M
15BRK/ABerkshire Hathaway - Cl A170.68%$5.08B-$54.97M
16CCITIGROUP INC170.49%$3.67B+$64.54M
17CMCSAComcast Corp160.87%$6.48B+$1.99B
18USBUS BANCORP DEL160.67%$5.04B+$150.38M
19WMTWAL MART STORES INC150.93%$6.93B-$488.98M
20JPMJPMORGAN CHASE & CO150.89%$6.67B+$365.5M
21PGProcter & Gamble150.88%$6.59B+$199.27M
22PEPPepsiCo Inc.150.58%$4.36B+$67.08M
23BKBank of New York Mellon Corp/T141.06%$7.91B-$87.7M
24CSCOCisco Systems Inc140.52%$3.87B+$5.82M
25PFEPFIZER INC140.13%$1B-$1.23B
26AMZNAMAZON COM INC131.08%$8.05B+$1.35B
27PMPhilip Morris International In130.25%$1.84B+$227.22M
28XOMEXXON MOBIL CORP130.14%$1.01B-$80.44M
29GSGoldman Sachs Group Inc/The120.78%$5.86B+$170M
30LBTYKLiberty Global PLC120.51%$3.78B+$68.41M
31QCOMQUALCOMM120.21%$1.55B-$92.42M
32VZVERIZON COMMUNICATIONS INC120.14%$1.06B+$73M
33UPSUNITED PARCEL SERVICE INC120.14%$1.05B-$283.77M
34DISDISNEY WALT CO120.08%$633.4M+$11.08M
35KOCOCA COLA CO112.44%$18.22B+$1B
36AIGAMERICAN INTL GROUP INC110.94%$7.06B+$2.74B
37SLBSchlumberger Ltd110.67%$5.03B+$114.87M
38MCOMOODYS CORP110.50%$3.76B+$245.02M
39ESRXExpress Scripts Holding Co110.49%$3.63B-$162.08M
40INTCINTEL CORP110.43%$3.22B-$48.5M
41UTXUnited Technologies Corp.110.34%$2.52B+$819.29M
42METAFACEBOOK INC110.33%$2.46B+$470.05M
43MMM3M CO110.30%$2.22B+$30.62M
44TAT&T INC110.22%$1.68B-$324.25M
45HALHALLIBURTON CO110.21%$1.57B-$563.88M
46LOWLowe's Companies, Inc. (LOW)110.16%$1.16B+$55.9M
47MCDMCDONALDS CORP110.08%$590.51M-$896.65M
48KHCKRAFT HEINZ CO103.24%$24.27B+$461.75M
49PCLNPRICELINE GRP INC100.63%$4.72B+$909.23M
50UNHUnitedHealth Group Inc100.45%$3.36B+$154.56M