Combined portfolio
As of Q2 2017, the AlphaBaseline combined portfolio aggregates $318.45B 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 Q2 2017 it covers the 50 most widely held positions, worth $318.45B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q2 2017
- Coverage
- 75 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.
| Li Lu - Himalaya Capital Management | SINA | Sina Corp | 76.24% | $4.44M |
| Norbert Lou - Punch Card Management | BRK/A | BERKSHIRE HATHAWAY INC DEL | 60.34% | $95K |
| Daily Journal Corp (Charlie Munger) - Daily Journal Corp | WFC | Wells Fargo & Co | 58.07% | $88.2M |
| Abrams Bison Investments - Abrams Bison Investments | CACC | CREDIT ACCEP CORP MICH | 52.52% | $300.74M |
| Bruce Berkowitz - Fairholme Capital | JOE | ST JOE CO | 48.67% | $477.84M |
| Glenn Welling - Engaged Capital | HAIN | HAIN CELESTIAL GROUP INC | 46.34% | $312.24M |
| Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | BRK/B | BERKSHIRE HATHAWAY INC DEL | 43.53% | $10.05B |
| Prem Watsa - Fairfax Financial Holdings | BB | BLACKBERRY LTD | 41.29% | $466.17M |
| Bill Ackman - Pershing Square Capital Management | QSR | RESTAURANT BRANDS INTL INC | 40.71% | $2.45B |
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 | 2.11% | $16.84B | +$4.56B |
| 2 | GOOG | Alphabet Inc | 27 | 1.30% | $10.38B | -$287.4M |
| 3 | V | VISA INC | 27 | 0.85% | $6.81B | -$73.64M |
| 4 | MA | MASTERCARD INCORPORATED | 25 | 0.92% | $7.37B | +$1.24B |
| 5 | GOOGL | Alphabet Inc., Class A | 24 | 0.66% | $5.3B | -$291.43M |
| 6 | WFC | WELLS FARGO & CO NEW | 22 | 4.44% | $35.44B | -$16.85M |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 22 | 1.60% | $12.76B | -$769.92M |
| 8 | AAPL | APPLE INC | 20 | 2.59% | $20.68B | -$31.58M |
| 9 | META | FACEBOOK INC | 20 | 0.68% | $5.4B | -$752.51M |
| 10 | CMCSA | COMCAST CORP NEW | 19 | 1.34% | $10.67B | +$509.21M |
| 11 | BAC | Bank of America Corp | 19 | 1.13% | $9.02B | -$210.83M |
| 12 | AXP | AMERICAN EXPRESS CO | 18 | 2.26% | $18.08B | +$1.06B |
| 13 | BRK/A | Berkshire Hathaway Inc Cl A | 17 | 0.55% | $4.42B | -$26.93M |
| 14 | JNJ | Johnson & Johnson | 17 | 0.33% | $2.62B | +$62.6M |
| 15 | ORCL | ORACLE CORP | 16 | 1.22% | $9.74B | +$1.23B |
| 16 | USB | US BANCORP DEL | 16 | 0.76% | $6.05B | -$43.75M |
| 17 | BIDU | BAIDU INC | 16 | 0.61% | $4.87B | +$375.66M |
| 18 | GS | Goldman Sachs Group Inc/The | 15 | 0.91% | $7.28B | -$275.2M |
| 19 | JPM | JPMorgan Chase & Co | 15 | 0.79% | $6.32B | -$638.5M |
| 20 | UNH | UnitedHealth Group Inc | 15 | 0.63% | $5.02B | +$637.65M |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | 14 | 1.07% | $8.57B | -$3.07B |
| 22 | MCO | MOODYS CORP | 14 | 0.62% | $4.94B | +$517.24M |
| 23 | AMZN | Amazon.com, Inc. | 14 | 0.50% | $4.02B | -$323.05M |
| 24 | XOM | EXXON MOBIL CORP | 14 | 0.18% | $1.41B | +$573M |
| 25 | GE | General Electric Co. | 13 | 0.53% | $4.25B | -$136.61M |
| 26 | PM | Philip Morris International In | 13 | 0.31% | $2.48B | +$105.97M |
| 27 | QCOM | QUALCOMM INC | 13 | 0.20% | $1.6B | -$101.54M |
| 28 | CHTR | CHARTER COMMUNICATIONS INC N | 12 | 1.91% | $15.24B | +$50.56M |
| 29 | BK | Bank of New York Mellon Corp/T | 12 | 1.24% | $9.93B | +$1.46B |
| 30 | PCLN | PRICELINE GRP INC | 12 | 0.65% | $5.21B | -$529.11M |
| 31 | BABA | ALIBABA GROUP HLDG LTD | 12 | 0.51% | $4.08B | +$2.19B |
| 32 | CSCO | Cisco Systems Inc | 12 | 0.45% | $3.63B | -$402.34M |
| 33 | ESRX | Express Scripts Holding Co | 12 | 0.37% | $2.99B | +$568.38M |
| 34 | UTX | United Technologies Corp. | 12 | 0.35% | $2.79B | -$65.22M |
| 35 | PEP | PepsiCo, Inc. | 12 | 0.32% | $2.58B | +$99.77M |
| 36 | SPGI | S&P GLOBAL INC | 12 | 0.22% | $1.73B | +$10.07M |
| 37 | SCHW | Charles Schwab Corp/The | 11 | 0.69% | $5.52B | -$148.73M |
| 38 | WMT | Wal-Mart Stores Inc | 11 | 0.41% | $3.24B | +$125.31M |
| 39 | UNP | Union Pacific Corp | 11 | 0.31% | $2.51B | -$102.48M |
| 40 | MMM | 3M CO | 11 | 0.29% | $2.32B | +$201.87M |
| 41 | MRK | Merck & Co Inc | 11 | 0.15% | $1.19B | +$40.69M |
| 42 | TMO | THERMO FISHER SCIENTIFIC INC | 11 | 0.08% | $627.94M | +$106.98M |
| 43 | C | CITIGROUP INC | 10 | 0.70% | $5.59B | +$556.91M |
| 44 | PG | Procter and Gamble Co. | 10 | 0.62% | $4.99B | -$90.61M |
| 45 | NVS | Novartis AG | 10 | 0.53% | $4.27B | +$443.6M |
| 46 | DAL | DELTA AIR LINES INC DEL | 10 | 0.40% | $3.19B | +$536.85M |
| 47 | ELV | ANTHEM INC | 10 | 0.18% | $1.44B | -$220.82M |
| 48 | CVS | CVS HEALTH CORP | 10 | 0.15% | $1.18B | +$71.06M |
| 49 | NKE | NIKE INC | 10 | 0.13% | $1.05B | -$919.7M |
| 50 | PFE | PFIZER INC | 10 | 0.10% | $796.26M | -$491.9M |