Combined portfolio
As of Q1 2017, the AlphaBaseline combined portfolio aggregates $310.29B of reported 13F holdings across 75 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 2017 it covers the 50 most widely held positions, worth $310.29B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q1 2017
- Coverage
- 75 managers included
13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-09-15.
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 | 58.79% | $88.6M |
| Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | BRK/B | BERKSHIRE HATHAWAY INC DEL | 56.86% | $10.73B |
| Abrams Bison Investments - Abrams Bison Investments | SIG | SIGNET JEWELERS LIMITED | 46.37% | $278.18M |
| Norbert Lou - Punch Card Management | BIDU | BAIDU INC | 45.04% | $94.23K |
| Norbert Lou - Punch Card Management | BRK/A | BERKSHIRE HATHAWAY INC DEL | 44.54% | $93.19K |
| Bruce Berkowitz - Fairholme Capital | JOE | ST JOE CO | 40.26% | $416.04M |
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 | 1.56% | $12.28B | -$797.99M |
| 2 | GOOG | Alphabet Inc | 28 | 1.35% | $10.67B | +$118.44M |
| 3 | V | VISA INC | 27 | 0.87% | $6.88B | +$1.09B |
| 4 | GOOGL | ALPHABET INC | 23 | 0.71% | $5.6B | +$149.42M |
| 5 | MA | MASTERCARD INCORPORATED | 22 | 0.78% | $6.14B | +$13.25M |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 21 | 1.71% | $13.53B | -$828.52M |
| 7 | BAC | Bank of America Corp | 21 | 1.17% | $9.23B | -$402.2M |
| 8 | WFC | WELLS FARGO & CO NEW | 20 | 4.49% | $35.45B | +$122.21M |
| 9 | AAPL | APPLE INC | 20 | 2.62% | $20.71B | +$11.65B |
| 10 | CMCSA | COMCAST CORP NEW | 20 | 1.29% | $10.16B | +$1.51B |
| 11 | JNJ | Johnson & Johnson | 20 | 0.32% | $2.56B | +$71.65M |
| 12 | AXP | AMERICAN EXPRESS CO | 18 | 2.16% | $17.02B | +$636.1M |
| 13 | META | FACEBOOK INC | 17 | 0.78% | $6.16B | +$799.98M |
| 14 | BRK/A | Berkshire Hathaway Inc Cl A | 17 | 0.56% | $4.44B | -$85.32M |
| 15 | JPM | JPMorgan Chase & Co | 16 | 0.88% | $6.96B | -$561.19M |
| 16 | USB | US BANCORP DEL | 16 | 0.77% | $6.1B | +$127.91M |
| 17 | GE | General Electric Co. | 16 | 0.56% | $4.38B | +$96.17M |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | 15 | 1.48% | $11.64B | -$2.25B |
| 19 | ORCL | ORACLE CORP | 15 | 1.08% | $8.51B | +$1.14B |
| 20 | GS | Goldman Sachs Group Inc/The | 15 | 0.96% | $7.56B | -$646.49M |
| 21 | MCO | MOODYS CORP | 15 | 0.56% | $4.42B | +$1.34B |
| 22 | PCLN | PRICELINE GRP INC | 14 | 0.73% | $5.74B | +$470.98M |
| 23 | BIDU | BAIDU INC | 14 | 0.57% | $4.5B | +$716.89M |
| 24 | CHTR | CHARTER COMMUNICATIONS INC | 13 | 1.92% | $15.19B | +$1.67B |
| 25 | UNH | UnitedHealth Group Inc | 13 | 0.56% | $4.38B | +$342.3M |
| 26 | CSCO | Cisco Systems Inc | 13 | 0.51% | $4.03B | +$200.23M |
| 27 | WMT | Wal-Mart Stores Inc | 13 | 0.39% | $3.11B | +$118.11M |
| 28 | UTX | United Technologies Corp. | 13 | 0.36% | $2.86B | +$134.65M |
| 29 | PEP | PepsiCo, Inc. | 13 | 0.31% | $2.48B | +$367.65M |
| 30 | PM | Philip Morris International In | 13 | 0.30% | $2.38B | +$450.95M |
| 31 | DIS | DISNEY WALT CO | 13 | 0.13% | $1.06B | -$30.33M |
| 32 | XOM | EXXON MOBIL CORP | 13 | 0.11% | $837.76M | +$33.57M |
| 33 | BK | Bank of New York Mellon Corp/T | 12 | 1.07% | $8.48B | +$161.1M |
| 34 | SCHW | Charles Schwab Corp/The | 12 | 0.72% | $5.67B | +$71.8M |
| 35 | AMZN | Amazon.com, Inc. | 12 | 0.55% | $4.34B | -$792.99M |
| 36 | LBTYK | Liberty Global PLC | 12 | 0.44% | $3.43B | +$365.7M |
| 37 | UNP | Union Pacific Corp | 12 | 0.33% | $2.62B | -$319.95M |
| 38 | SPGI | S&P GLOBAL INC | 12 | 0.22% | $1.72B | +$451.19M |
| 39 | QCOM | QUALCOMM INC | 12 | 0.22% | $1.7B | +$242.46M |
| 40 | PFE | PFIZER INC | 12 | 0.16% | $1.29B | -$68.37M |
| 41 | C | CITIGROUP INC | 11 | 0.64% | $5.03B | +$501.45M |
| 42 | CVS | CVS HEALTH CORP | 11 | 0.14% | $1.11B | +$184.56M |
| 43 | PG | Procter and Gamble Co. | 10 | 0.64% | $5.08B | +$2.84B |
| 44 | SLB | Schlumberger Ltd | 10 | 0.56% | $4.45B | -$449.87M |
| 45 | ESRX | Express Scripts Holding Co | 10 | 0.31% | $2.42B | +$371.81M |
| 46 | MMM | 3M CO | 10 | 0.27% | $2.12B | +$162.5M |
| 47 | AGN | ALLERGAN PLC | 10 | 0.25% | $2B | -$301.84M |
| 48 | MRK | Merck & Co Inc | 10 | 0.15% | $1.15B | -$1.08M |
| 49 | TMO | THERMO FISHER SCIENTIFIC INC | 10 | 0.07% | $520.96M | +$57.75M |
| 50 | GILD | Gilead Sciences, Inc. | 10 | 0.02% | $196.3M | +$2.29M |