Combined portfolio
As of Q2 2016, the AlphaBaseline combined portfolio aggregates $258.83B 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 Q2 2016 it covers the 50 most widely held positions, worth $258.83B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q2 2016
- Coverage
- 71 managers included
13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-09-16.
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 Corp | WFC | Wells Fargo & Co | 67.30% | $75.34M |
| Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | BRK/B | BERKSHIRE HATHAWAY INC DEL | 55.42% | $9.32B |
| Norbert Lou - Punch Card Management | BIDU | BAIDU INC | 47.22% | $90.2K |
| Norbert Lou - Punch Card Management | BRK/A | BERKSHIRE HATHAWAY INC DEL | 42.37% | $80.93K |
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.
| 1 | MSFT | MICROSOFT CORP | 27 | 1.75% | $12.24B | -$1.74B |
| 2 | GOOG | Alphabet Inc | 24 | 1.36% | $9.48B | -$527.42M |
| 3 | V | VISA INC | 23 | 0.72% | $5.05B | -$589.74M |
| 4 | JNJ | Johnson & Johnson | 22 | 0.41% | $2.89B | +$188.31M |
| 5 | WFC | WELLS FARGO & CO NEW | 21 | 4.34% | $30.35B | -$573.95M |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 21 | 1.75% | $12.25B | -$479.41M |
| 7 | MA | MASTERCARD INC | 21 | 0.85% | $5.95B | +$24.63M |
| 8 | GOOGL | ALPHABET INC | 20 | 0.71% | $4.94B | -$1.47B |
| 9 | AAPL | APPLE INC | 20 | 0.57% | $3.96B | -$492.77M |
| 10 | AXP | AMERICAN EXPRESS CO | 18 | 1.95% | $13.65B | +$259.74M |
| 11 | ORCL | ORACLE CORP | 18 | 1.17% | $8.16B | -$40.34M |
| 12 | USB | US BANCORP DEL | 18 | 0.72% | $5B | +$123.38M |
| 13 | CMCSA | Comcast Corp | 17 | 1.20% | $8.37B | +$1.23B |
| 14 | GE | General Electric Co. | 17 | 0.66% | $4.61B | -$288.7M |
| 15 | BRK/A | Berkshire Hathaway - Cl A | 16 | 0.66% | $4.61B | -$326.27M |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | 14 | 1.82% | $12.73B | -$86.08M |
| 17 | JPM | JPMorgan Chase & Co | 14 | 0.84% | $5.87B | +$140.16M |
| 18 | CSCO | Cisco Systems Inc | 14 | 0.59% | $4.15B | -$104.76M |
| 19 | WMT | WAL MART STORES INC | 13 | 0.96% | $6.67B | -$873.69M |
| 20 | BAC | Bank of America Corp | 13 | 0.86% | $5.98B | -$129.61M |
| 21 | GS | Goldman Sachs Group Inc/The | 13 | 0.82% | $5.73B | -$16.96M |
| 22 | SCHW | Charles Schwab Corp/The | 13 | 0.58% | $4.02B | -$117.03M |
| 23 | PM | Philip Morris International In | 13 | 0.38% | $2.69B | +$610.02M |
| 24 | PEP | PepsiCo, Inc. | 13 | 0.31% | $2.18B | -$141.87M |
| 25 | PFE | PFIZER INC | 13 | 0.16% | $1.13B | +$367.79M |
| 26 | DIS | DISNEY WALT CO | 13 | 0.11% | $748.62M | +$86.41M |
| 27 | CHTR | CHARTER COMMUNICATIONS INC N | 12 | 1.64% | $11.45B | +$11.45B |
| 28 | BK | Bank of New York Mellon Corp/T | 12 | 1.04% | $7.28B | +$431.31M |
| 29 | META | FACEBOOK INC | 12 | 0.85% | $5.93B | +$366.45M |
| 30 | UNH | UnitedHealth Group Inc | 12 | 0.57% | $3.96B | +$61.28M |
| 31 | C | CITIGROUP INC | 12 | 0.49% | $3.41B | +$471.88M |
| 32 | MCO | MOODYS CORP | 12 | 0.48% | $3.34B | -$69.27M |
| 33 | BIDU | Baidu Inc | 12 | 0.47% | $3.31B | +$496.36M |
| 34 | UTX | United Technologies Corp. | 12 | 0.41% | $2.86B | -$19.78M |
| 35 | LBTYK | Liberty Global PLC | 12 | 0.39% | $2.72B | -$765.18M |
| 36 | PG | Procter & Gamble | 12 | 0.30% | $2.11B | -$9.93M |
| 37 | QCOM | QUALCOMM INC | 12 | 0.19% | $1.34B | -$116.6M |
| 38 | XOM | EXXON MOBIL CORP | 12 | 0.14% | $987.59M | +$22.18M |
| 39 | AMZN | AMAZON COM INC | 11 | 0.93% | $6.48B | +$650.1M |
| 40 | UNP | Union Pacific Corp | 11 | 0.36% | $2.53B | +$563.55M |
| 41 | MRK | Merck & Co Inc | 11 | 0.24% | $1.7B | +$141.52M |
| 42 | LOW | Lowe's Companies, Inc. (LOW) | 11 | 0.18% | $1.24B | -$72.75M |
| 43 | HAL | HALLIBURTON CO | 11 | 0.16% | $1.1B | +$169.79M |
| 44 | VZ | VERIZON COMMUNICATIONS INC | 11 | 0.15% | $1.08B | -$14.24M |
| 45 | LILAK | Liberty Global Plc LiLAC | 11 | 0.06% | $443.71M | +$328.07M |
| 46 | T | AT&T INC | 11 | 0.01% | $74.98M | +$6.38M |
| 47 | SLB | Schlumberger Ltd | 10 | 0.70% | $4.91B | -$288.01M |
| 48 | AGN | ALLERGAN PLC | 10 | 0.56% | $3.9B | -$863.8M |
| 49 | MMM | 3M CO | 10 | 0.29% | $2B | +$56.82M |
| 50 | LBTYA | Liberty Global PLC | 10 | 0.18% | $1.26B | -$199.44M |