Combined portfolio
As of Q3 2016, the AlphaBaseline combined portfolio aggregates $292.57B 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 Q3 2016 it covers the 50 most widely held positions, worth $292.57B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q3 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 | 62.39% | $70.49M |
| Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | BRK/B | BERKSHIRE HATHAWAY INC DEL | 58.21% | $10.74B |
| Norbert Lou - Punch Card Management | BIDU | BAIDU INC | 49.82% | $99.44K |
| Chris Hohn - TCI Fund Management | YHOO | YAHOO INC | 41.47% | $3.72B |
| Norbert Lou - Punch Card Management | BRK/A | BERKSHIRE HATHAWAY INC DEL | 40.40% | $80.65K |
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 | 28 | 1.67% | $11.96B | -$285.76M |
| 2 | GOOG | Alphabet Inc | 27 | 1.54% | $11.01B | +$1.53B |
| 3 | V | VISA INC | 26 | 0.78% | $5.63B | +$574.7M |
| 4 | GOOGL | ALPHABET INC | 22 | 0.78% | $5.59B | +$645.9M |
| 5 | AAPL | APPLE INC | 22 | 0.73% | $5.23B | +$1.26B |
| 6 | JNJ | Johnson & Johnson | 21 | 0.36% | $2.6B | -$293.79M |
| 7 | WFC | WELLS FARGO & CO NEW | 20 | 3.95% | $28.34B | -$2.01B |
| 8 | MA | MASTERCARD INCORPORATED | 20 | 0.90% | $6.47B | +$526.04M |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 19 | 1.89% | $13.54B | +$1.29B |
| 10 | AXP | AMERICAN EXPRESS CO | 18 | 2.00% | $14.3B | +$655.76M |
| 11 | CMCSA | Comcast Corp | 18 | 1.16% | $8.34B | -$26.46M |
| 12 | ORCL | ORACLE CORP | 18 | 1.04% | $7.47B | -$695.53M |
| 13 | USB | US BANCORP DEL | 17 | 0.74% | $5.28B | +$276.09M |
| 14 | BAC | Bank of America Corp | 16 | 1.03% | $7.37B | +$1.38B |
| 15 | BRK/A | Berkshire Hathaway - Cl A | 16 | 0.61% | $4.34B | -$265.72M |
| 16 | GE | General Electric Co. | 16 | 0.59% | $4.24B | -$366.1M |
| 17 | JPM | JPMorgan Chase & Co | 14 | 0.85% | $6.11B | +$236.23M |
| 18 | META | FACEBOOK INC | 14 | 0.82% | $5.89B | -$40.11M |
| 19 | CSCO | Cisco Systems Inc | 14 | 0.59% | $4.22B | +$65.58M |
| 20 | QCOM | QUALCOMM INC | 14 | 0.22% | $1.55B | +$214.95M |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | 13 | 1.86% | $13.32B | +$587.88M |
| 22 | GS | Goldman Sachs Group Inc/The | 13 | 0.84% | $5.99B | +$263.53M |
| 23 | SCHW | Charles Schwab Corp/The | 13 | 0.69% | $4.97B | +$943.34M |
| 24 | WMT | Wal-Mart Stores Inc | 13 | 0.57% | $4.05B | -$2.62B |
| 25 | BIDU | Baidu Inc | 13 | 0.51% | $3.67B | +$357.14M |
| 26 | PEP | PepsiCo, Inc. | 13 | 0.32% | $2.32B | +$145.29M |
| 27 | CHTR | CHARTER COMMUNICATIONS INC N | 12 | 1.84% | $13.2B | +$1.75B |
| 28 | BK | Bank of New York Mellon Corp/T | 12 | 1.05% | $7.55B | +$264.23M |
| 29 | UNH | UnitedHealth Group Inc | 12 | 0.53% | $3.78B | -$181.72M |
| 30 | MCO | MOODYS CORP | 12 | 0.52% | $3.69B | +$351.94M |
| 31 | LBTYK | Liberty Global PLC | 12 | 0.44% | $3.17B | +$453.82M |
| 32 | UTX | United Technologies Corp. | 12 | 0.39% | $2.77B | -$93.19M |
| 33 | PM | Philip Morris International In | 12 | 0.38% | $2.69B | +$8.89M |
| 34 | DIS | DISNEY WALT CO | 12 | 0.10% | $744.85M | -$3.77M |
| 35 | AMZN | AMAZON COM INC | 11 | 0.93% | $6.64B | +$162.45M |
| 36 | PCLN | PRICELINE GRP INC | 11 | 0.80% | $5.74B | +$697.5M |
| 37 | SLB | Schlumberger Ltd | 11 | 0.68% | $4.85B | -$54.92M |
| 38 | C | CITIGROUP INC | 11 | 0.50% | $3.58B | +$171.62M |
| 39 | UNP | Union Pacific Corp | 11 | 0.38% | $2.71B | +$178.77M |
| 40 | PG | Procter & Gamble | 11 | 0.28% | $1.99B | -$118.46M |
| 41 | MRK | Merck & Co Inc | 11 | 0.21% | $1.51B | -$194.07M |
| 42 | INTC | INTEL CORP | 11 | 0.17% | $1.21B | -$11.58M |
| 43 | PFE | PFIZER INC | 11 | 0.17% | $1.2B | +$75.34M |
| 44 | VZ | VERIZON COMMUNICATIONS INC | 11 | 0.14% | $984.43M | -$98.33M |
| 45 | XOM | EXXON MOBIL CORP | 11 | 0.12% | $830.55M | -$157.04M |
| 46 | MMM | 3M CO | 10 | 0.27% | $1.96B | -$43.22M |
| 47 | LBTYA | Liberty Global PLC | 10 | 0.22% | $1.6B | +$343.45M |
| 48 | KO | COCA COLA CO | 9 | 2.48% | $17.79B | -$1.27B |
| 49 | AIG | AMERICAN INTL GROUP INC | 9 | 0.89% | $6.37B | +$464.1M |
| 50 | AGN | ALLERGAN PLC | 9 | 0.31% | $2.2B | -$1.7B |