Skip to main content

Combined portfolio

As of Q3 2017, the AlphaBaseline combined portfolio aggregates $354.63B 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 Q3 2017 it covers the 50 most widely held positions, worth $354.63B in aggregate reported value.

Source
Aggregate SEC 13F data
Period
Q3 2017
Coverage
75 managers included

13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-09-16.

Most owned

These are the stocks the most tracked managers hold, showing where conviction is most crowded.

MSFT302.04%
GOOG271.48%
V270.91%
MA251.00%
GOOGL230.72%
BRK/B221.83%
BAC213.16%
WFC214.12%
AAPL202.66%
CMCSA191.33%

Top by % of combined

These positions take the largest share of the combined book, showing where the group's dollars concentrate.

WFC4.12%$34.74B
BAC3.16%$26.65B
KHC3.01%$25.41B
AAPL2.66%$22.4B
AXP2.25%$18.99B
KO2.24%$18.88B
MSFT2.04%$17.19B
BRK/B1.83%$15.41B
CHTR1.73%$14.63B
GOOG1.48%$12.48B

Top buys

These are the stocks the group bought most this quarter, ranked by net dollar value added.

BAC23$17.22B
DWDP120$2.39B
BKR50$2.22B
BRK/B09$1.6B
GOOG211$1.52B
MFGP40$1.44B
IDXX02$1.21B
NFLX22$1.21B
LLY02$1.19B
DESP20$976.13M

Top sells

These are the stocks the group sold most this quarter, ranked by net dollar value removed.

BHI50$-3.25B
IBM08$-2.53B
CHTR25$-1.81B
DOW80$-1.49B
TWX33$-1.45B
BIDU011$-1.3B
MSFT017$-1B
BA11$-979.29M
DE03$-968.77M
GM14$-801.36M

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 ManagementSINASina Corp75.42%$6M
Norbert Lou - Punch Card ManagementBRK/ABERKSHIRE HATHAWAY INC DEL62.23%$102.48K
Daily Journal Corp (Charlie Munger) - Daily Journal CorpWFCWells Fargo & Co56.91%$87.79M
Mohnish Pabrai - Pabrai InvestmentsFCAUFIAT CHRYSLER AUTOMOBILES N56.89%$234.79M
Bruce Berkowitz - Fairholme CapitalJOEST JOE CO56.14%$509M
Abrams Bison Investments - Abrams Bison InvestmentsCACCCREDIT ACCEP CORP MICH54.65%$327.68M
Glenn Welling - Engaged CapitalHAINHAIN CELESTIAL GROUP INC52.40%$426.06M
Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation TrustBRK/BBERKSHIRE HATHAWAY INC DEL48.82%$12.57B
Prem Watsa - Fairfax Financial HoldingsBBBLACKBERRY LTD42.71%$521.7M

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.

1MSFTMICROSOFT CORP302.04%$17.19B+$349.01M
2GOOGAlphabet Inc271.48%$12.48B+$2.09B
3VVISA INC270.91%$7.72B+$907.43M
4MAMASTERCARD INCORPORATED251.00%$8.45B+$1.07B
5GOOGLALPHABET INC230.72%$6.09B+$784.2M
6BRK/BBERKSHIRE HATHAWAY INC DEL221.83%$15.41B+$2.65B
7WFCWELLS FARGO & CO NEW214.12%$34.74B-$699.64M
8BACBANK AMER CORP213.16%$26.65B+$17.62B
9AAPLAPPLE INC202.66%$22.4B+$1.72B
10CMCSACOMCAST CORP NEW191.33%$11.22B+$555.26M
11METAFACEBOOK INC190.72%$6.06B+$652.34M
12AXPAMERICAN EXPRESS CO182.25%$18.99B+$912.5M
13BRK/ABerkshire Hathaway Inc Cl A180.57%$4.81B+$387.03M
14ORCLORACLE CORP171.10%$9.25B-$483.3M
15BIDUBAIDU INC170.65%$5.45B+$579.44M
16JNJJohnson & Johnson160.30%$2.51B-$106.89M
17XOMEXXON MOBIL CORP160.19%$1.61B+$199.74M
18GSGoldman Sachs Group Inc/The150.92%$7.73B+$444.59M
19USBUS BANCORP DEL150.72%$6.03B-$21.75M
20JPMJPMorgan Chase & Co140.75%$6.3B-$20.24M
21MCOMOODYS CORP140.67%$5.64B+$709.52M
22IBMINTERNATIONAL BUSINESS MACHS140.66%$5.56B-$3.02B
23BABAALIBABA GROUP HLDG LTD140.64%$5.36B+$1.28B
24UNHUnitedHealth Group Inc140.59%$4.98B-$41.66M
25BKBank of New York Mellon Corp/T131.14%$9.65B-$280.89M
26PCLNPRICELINE GRP INC130.69%$5.8B+$589.58M
27AMZNAMAZON COM INC130.48%$4.06B+$34.38M
28UTXUnited Technologies Corp.130.37%$3.08B+$289.09M
29PMPhilip Morris International In130.29%$2.45B-$34.7M
30GEGENERAL ELECTRIC CO120.52%$4.36B+$114.37M
31WMTWal-Mart Stores Inc120.40%$3.34B+$101.82M
32ESRXExpress Scripts Holding Co120.35%$2.91B-$75.75M
33DWDPDOWDUPONT INC120.28%$2.39B+$2.39B
34PEPPepsiCo, Inc.120.28%$2.35B-$235.24M
35SPGIS&P GLOBAL INC120.21%$1.78B+$48.64M
36QCOMQUALCOMM INC120.14%$1.17B-$424.54M
37CCITIGROUP INC110.70%$5.89B+$297.11M
38SCHWCharles Schwab Corp/The110.63%$5.33B-$187.04M
39CSCOCisco Systems Inc110.46%$3.87B+$242.66M
40UNPUnion Pacific Corp110.29%$2.47B-$39.23M
41MMM3M CO110.29%$2.43B+$111.25M
42TMOTHERMO FISHER SCIENTIFIC INC110.09%$758.63M+$130.69M
43CHTRCHARTER COMMUNICATIONS INC N101.73%$14.63B-$610.1M
44FDXFedEx Corp100.67%$5.63B-$160.94M
45PGProcter and Gamble Co.100.62%$5.23B+$238.75M
46NVSNovartis AG100.46%$3.92B-$354.94M
47WTWWILLIS TOWERS WATSON PUB LTD100.41%$3.48B-$242.23M
48PXPRAXAIR INC100.22%$1.86B+$161.72M
49ORLYO REILLY AUTOMOTIVE INC NEW100.21%$1.78B+$2.61M
50ELVANTHEM INC100.17%$1.41B-$29.41M