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Combined portfolio

As of Q1 2016, the AlphaBaseline combined portfolio aggregates $297.99B 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 Q1 2016 it covers the 50 most widely held positions, worth $297.99B in aggregate reported value.

Source
Aggregate SEC 13F data
Period
Q1 2016
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.

MSFT291.98%
AAPL240.63%
V230.80%
WFC234.37%
GOOG221.41%
GOOGL210.91%
MA210.84%
AXP201.89%
BRK/B201.80%
JNJ200.38%

Top by % of combined

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

WFC4.37%$30.92B
KHC3.69%$26.15B
KO2.77%$19.64B
MSFT1.98%$13.98B
AXP1.89%$13.39B
IBM1.81%$12.82B
BRK/B1.80%$12.73B
GOOG1.41%$10B
TWC1.19%$8.43B
ORCL1.16%$8.2B

Top buys

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

META38$2.88B
WTW80$2.76B
AVGO30$1.85B
PSX22$1.2B
LLY11$891.61M
GOOG26$731.39M
BAC19$722.78M
CB80$716.81M
EMC14$698.65M
AGN33$685.31M

Top sells

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

PG38$-4.71B
AAPL39$-4.5B
WSH60$-2.82B
PCP100$-2.37B
PEP37$-2.15B
BRCM20$-1.95B
MSFT318$-1.92B
SNP01$-1.85B
T24$-1.84B
APD01$-1.64B

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 & Co67.40%$76.98M
Chris Hohn - TCI Fund Management TWCTIME WARNER CABLE INC61.12%$3.3B
Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation TrustBRK/BBERKSHIRE HATHAWAY INC DEL57.27%$9.84B
Norbert Lou - Punch Card ManagementBIDUBAIDU INC50.43%$104.26K

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 CORP291.98%$13.98B-$2B
2AAPLAPPLE INC240.63%$4.46B-$4.19B
3WFCWELLS FARGO & CO NEW234.37%$30.92B-$4.24B
4VVISA INC230.80%$5.64B-$287.1M
5GOOGAlphabet Inc221.41%$10B+$558M
6GOOGLALPHABET INC210.91%$6.42B-$239.4M
7MAMASTERCARD INC210.84%$5.92B-$384.71M
8AXPAMERICAN EXPRESS CO201.89%$13.39B-$1.87B
9BRK/BBERKSHIRE HATHAWAY INC DEL201.80%$12.73B+$331.25M
10JNJJohnson & Johnson200.38%$2.7B-$130.65M
11ORCLORACLE CORP191.16%$8.2B+$683.57M
12GEGeneral Electric Co.180.69%$4.9B-$240.36M
13CMCSAComcast Corp171.01%$7.14B+$661.45M
14USBUS BANCORP DEL170.69%$4.88B-$165.57M
15BACBank of America Corp160.86%$6.11B-$596.12M
16BRK/ABerkshire Hathaway - Cl A160.70%$4.94B-$140.39M
17IBMINTERNATIONAL BUSINESS MACHS151.81%$12.82B+$1.1B
18CSCOCisco Systems Inc140.60%$4.25B+$386.88M
19PEPPepsiCo, Inc.140.33%$2.32B-$2.04B
20PFEPFIZER INC140.11%$761.1M-$241.04M
21WMTWAL MART STORES INC131.07%$7.55B+$619.49M
22GSGoldman Sachs Group Inc/The130.81%$5.75B-$116.38M
23JPMJPMORGAN CHASE & CO130.81%$5.73B-$941.66M
24METAFACEBOOK INC130.79%$5.56B+$3.1B
25PMPhilip Morris International In130.29%$2.08B+$231.07M
26BKBank of New York Mellon Corp/T120.97%$6.85B-$1.05B
27AMZNAMAZON COM INC120.82%$5.83B-$2.22B
28SCHWCharles Schwab Corp/The120.58%$4.14B-$494.41M
29UNHUnitedHealth Group Inc120.55%$3.9B+$547.29M
30LBTYKLiberty Global PLC120.49%$3.49B-$298.15M
31MCOMOODYS CORP120.48%$3.41B-$352.3M
32PGProcter & Gamble120.30%$2.12B-$4.46B
33LOWLowe's Companies, Inc. (LOW)120.18%$1.31B+$149.01M
34VZVERIZON COMMUNICATIONS INC120.15%$1.1B+$34.19M
35AGNALLERGAN PLC110.67%$4.77B+$8.22M
36FOXATwenty-First Century Fox Inc110.46%$3.27B+$415.03M
37CCITIGROUP INC110.42%$2.94B-$725.37M
38UTXUnited Technologies Corp.110.41%$2.88B+$355.97M
39BIDUBaidu Inc110.40%$2.81B+$20.86M
40MMM3M CO110.27%$1.94B-$275.41M
41QCOMQUALCOMM110.21%$1.45B-$99.53M
42XOMEXXON MOBIL CORP110.14%$965.4M-$45.05M
43GILDGILEAD SCIENCES INC110.10%$712.19M+$16.37M
44DISDISNEY WALT CO110.09%$662.21M+$28.8M
45KHCKRAFT HEINZ CO103.69%$26.15B+$1.88B
46KOCOCA COLA CO102.77%$19.64B+$1.42B
47JDJD COM INC100.49%$3.45B-$48.44M
48INTCINTEL CORP100.33%$2.33B-$890.87M
49MRKMerck & Co Inc100.22%$1.56B+$50.21M
50PXPraxair, Inc.100.16%$1.16B+$110.23M