Combined portfolio
As of Q4 2016, the AlphaBaseline combined portfolio aggregates $291.29B of reported 13F holdings across 74 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 2016 it covers the 50 most widely held positions, worth $291.29B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q4 2016
- Coverage
- 74 managers included
13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-11-02.
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 | 59.98% | $87.72M |
| Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | BRK-B | BERKSHIRE HATHAWAY INC DEL | 59.43% | $11.3B |
| Bruce Berkowitz - Fairholme Capital | JOE | ST JOE CO | 47.24% | $464.16M |
| Norbert Lou - Punch Card Management | BRK-A | BERKSHIRE HATHAWAY INC DEL | 42.51% | $91.06M |
| Norbert Lou - Punch Card Management | BIDU | BAIDU INC | 41.92% | $89.8M |
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 | 1.75% | $13.08B | +$1.12B |
| 2 | V | VISA INC | 27 | 0.78% | $5.8B | +$172.47M |
| 3 | GOOG | Alphabet Inc | 26 | 1.41% | $10.55B | -$454.2M |
| 4 | WFC | WELLS FARGO & CO NEW | 22 | 4.72% | $35.33B | +$6.99B |
| 5 | MA | MASTERCARD INCORPORATED | 22 | 0.82% | $6.12B | -$352.92M |
| 6 | GOOGL | ALPHABET INC | 22 | 0.73% | $5.45B | -$143.23M |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 21 | 1.92% | $14.35B | +$813.69M |
| 8 | BAC | Bank of America Corp | 21 | 1.29% | $9.63B | +$2.27B |
| 9 | AAPL | APPLE INC | 21 | 1.16% | $8.7B | +$3.88B |
| 10 | JNJ | Johnson & Johnson | 21 | 0.33% | $2.48B | -$113.55M |
| 11 | AXP | AMERICAN EXPRESS CO | 19 | 2.19% | $16.38B | +$2.08B |
| 12 | CMCSA | Comcast Corp | 19 | 1.16% | $8.64B | +$296.88M |
| 13 | USB | US BANCORP DEL | 17 | 0.80% | $5.97B | +$690.85M |
| 14 | BRK-A | Berkshire Hathaway Inc Cl A | 17 | 0.62% | $4.62B | +$196.48M |
| 15 | JPM | JPMorgan Chase & Co | 16 | 1.01% | $7.52B | +$1.41B |
| 16 | ORCL | ORACLE CORP | 16 | 0.99% | $7.37B | -$96.67M |
| 17 | GE | General Electric Co. | 16 | 0.57% | $4.29B | +$43.43M |
| 18 | GS | Goldman Sachs Group Inc/The | 15 | 1.10% | $8.21B | +$2.21B |
| 19 | META | FACEBOOK INC | 15 | 0.72% | $5.36B | -$533.69M |
| 20 | DIS | DISNEY WALT CO | 15 | 0.15% | $1.1B | +$331.86M |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | 14 | 1.86% | $13.89B | +$576.09M |
| 22 | SCHW | Charles Schwab Corp/The | 14 | 0.75% | $5.6B | +$629.61M |
| 23 | CSCO | Cisco Systems Inc | 14 | 0.51% | $3.83B | -$388.71M |
| 24 | UNH | UnitedHealth Group Inc | 13 | 0.54% | $4.04B | +$257.78M |
| 25 | WMT | Wal-Mart Stores Inc | 13 | 0.40% | $2.99B | -$1.06B |
| 26 | PEP | PepsiCo, Inc. | 13 | 0.28% | $2.11B | -$243.79M |
| 27 | QCOM | QUALCOMM INC | 13 | 0.20% | $1.46B | -$94.2M |
| 28 | CHTR | CHARTER COMMUNICATIONS INC N | 12 | 1.81% | $13.52B | +$323.33M |
| 29 | BK | Bank of New York Mellon Corp/T | 12 | 1.11% | $8.31B | +$766.06M |
| 30 | PCLN | PRICELINE GRP INC | 12 | 0.69% | $5.18B | -$454.94M |
| 31 | AMZN | Amazon.com, Inc. | 12 | 0.69% | $5.14B | -$1.3B |
| 32 | C | CITIGROUP INC | 12 | 0.61% | $4.53B | +$949.53M |
| 33 | BIDU | BAIDU INC | 12 | 0.52% | $3.87B | +$107.53M |
| 34 | MCO | MOODYS CORP | 12 | 0.41% | $3.08B | -$615.38M |
| 35 | LBTYK | Liberty Global PLC | 12 | 0.41% | $3.07B | -$106.75M |
| 36 | UNP | Union Pacific Corp | 12 | 0.39% | $2.94B | +$225.68M |
| 37 | UTX | United Technologies Corp. | 12 | 0.36% | $2.72B | -$46.25M |
| 38 | PM | Philip Morris International In | 12 | 0.26% | $1.92B | -$769.71M |
| 39 | PFE | PFIZER INC | 12 | 0.18% | $1.36B | +$152.24M |
| 40 | XOM | EXXON MOBIL CORP | 12 | 0.11% | $804.18M | -$26.37M |
| 41 | SLB | Schlumberger Ltd | 11 | 0.65% | $4.89B | +$40.26M |
| 42 | AGN | ALLERGAN PLC | 11 | 0.31% | $2.3B | +$98.87M |
| 43 | PG | Procter & Gamble | 11 | 0.30% | $2.24B | +$242.07M |
| 44 | CVS | CVS HEALTH CORP | 11 | 0.12% | $928.53M | +$372.29M |
| 45 | TWX | Time Warner Inc | 10 | 0.62% | $4.6B | +$1.02B |
| 46 | MMM | 3M CO | 10 | 0.26% | $1.96B | -$1.02M |
| 47 | PX | PRAXAIR INC | 10 | 0.20% | $1.5B | +$136.51M |
| 48 | MRK | Merck & Co Inc | 10 | 0.15% | $1.15B | -$355.59M |
| 49 | VZ | VERIZON COMMUNICATIONS INC | 10 | 0.03% | $228.73M | -$755.7M |
| 50 | GILD | Gilead Sciences, Inc. | 10 | 0.03% | $193.93M | -$14.67M |