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Combined portfolio

As of Q4 2017, the AlphaBaseline combined portfolio aggregates $368.91B of reported 13F holdings across 76 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 2017 it covers the 50 most widely held positions, worth $368.91B in aggregate reported value.

Source
Aggregate SEC 13F data
Period
Q4 2017
Coverage
76 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.

MSFT312.16%
GOOG291.79%
GOOGL270.84%
V270.86%
MA250.91%
WFC244.35%
BRK/B221.77%
AAPL213.45%
BAC203.41%
META190.74%

Top by % of combined

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

WFC4.35%$38.18B
AAPL3.45%$30.31B
BAC3.41%$29.92B
KHC2.90%$25.45B
AXP2.32%$20.41B
KO2.19%$19.23B
MSFT2.16%$18.99B
GOOG1.79%$15.75B
BRK/B1.77%$15.58B
CHTR1.42%$12.44B

Top buys

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

AAPL16$5.75B
GOOG48$2.14B
TWX53$1.6B
CTL30$1.26B
IQV30$1.12B
GSK05$1.05B
AMZN35$996.5M
CNX20$990.02M
PYPL11$913.6M
GOOGL49$825.9M

Top sells

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

IBM27$-5.41B
CMCSA47$-2.43B
IDXX13$-2.21B
WMT36$-1.64B
LVLT20$-1.48B
Q30$-1.21B
CNX20$-1.2B
JPM19$-1.14B
BAC210$-1.12B
MA212$-1.09B

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 Corp73.42%$5.25M
Bruce Berkowitz - Fairholme CapitalJOEST JOE CO69.36%$503.55M
Norbert Lou - Punch Card ManagementBRK/ABERKSHIRE HATHAWAY INC DEL62.79%$111.01K
Mohnish Pabrai - Pabrai InvestmentsFCAUFIAT CHRYSLER AUTOMOBILES N60.62%$233.87M
Glenn Welling - Engaged CapitalHAINHAIN CELESTIAL GROUP INC56.95%$438.89M
Daily Journal Corp (Charlie Munger) - Daily Journal CorpWFCWells Fargo & Co55.91%$96.58M
Abrams Bison Investments - Abrams Bison InvestmentsCACCCREDIT ACCEP CORP MICH54.35%$309.05M
Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation TrustBRK/BBERKSHIRE HATHAWAY INC DEL47.61%$12.6B

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 CORP312.16%$18.99B+$1.8B
2GOOGAlphabet Inc291.79%$15.75B+$3.27B
3VVISA INC270.86%$7.58B-$138.97M
4GOOGLALPHABET INC270.84%$7.41B+$1.32B
5MAMASTERCARD INCORPORATED250.91%$7.96B-$485.72M
6WFCWELLS FARGO & CO NEW244.35%$38.18B+$3.45B
7BRK/BBERKSHIRE HATHAWAY INC DEL221.77%$15.58B+$167M
8AAPLAPPLE INC213.45%$30.31B+$7.91B
9BACBANK AMER CORP203.41%$29.92B+$3.27B
10METAFACEBOOK INC190.74%$6.49B+$439.47M
11BRK/ABerkshire Hathaway Inc Cl A190.58%$5.1B+$290.89M
12JNJJohnson & Johnson190.30%$2.63B+$118.37M
13AXPAMERICAN EXPRESS CO182.32%$20.41B+$1.42B
14CMCSAComcast Corp171.05%$9.24B-$1.98B
15ORCLORACLE CORP171.04%$9.16B-$97.65M
16USBUS BANCORP DEL160.70%$6.12B+$86.53M
17JPMJPMorgan Chase & Co160.67%$5.91B-$387.16M
18UNHUnitedHealth Group Inc160.61%$5.36B+$374.75M
19BIDUBaidu Inc160.53%$4.64B-$815.05M
20GSGoldman Sachs Group Inc/The150.88%$7.7B-$26.15M
21AMZNAmazon.com, Inc.150.68%$5.93B+$1.88B
22PCLNPRICELINE GRP INC150.65%$5.71B-$82.93M
23BKBank of New York Mellon Corp/T141.14%$10.04B+$389.66M
24MCOMOODYS CORP140.67%$5.89B+$241.32M
25UTXUnited Technologies Corp.140.41%$3.57B+$493.32M
26XOMEXXON MOBIL CORP140.20%$1.75B+$135.41M
27BABAALIBABA GROUP HLDG LTD130.59%$5.17B-$189.65M
28GEGENERAL ELECTRIC CO130.34%$3.03B-$1.33B
29UNPUnion Pacific Corp130.33%$2.89B+$418.89M
30DWDPDOWDUPONT INC130.17%$1.51B-$877.9M
31SCHWCharles Schwab Corp/The120.71%$6.27B+$937.22M
32CCITIGROUP INC120.66%$5.84B-$46.26M
33ESRXExpress Scripts Holding Co120.40%$3.48B+$571.67M
34PEPPepsiCo, Inc.120.29%$2.51B+$164.62M
35PMPhilip Morris International In120.28%$2.46B+$17.67M
36TMOTHERMO FISHER SCIENTIFIC INC120.09%$823.85M+$65.22M
37IBMINTERNATIONAL BUSINESS MACHS120.05%$467.99M-$5.09B
38CHTRCHARTER COMMUNICATIONS INC N111.42%$12.44B-$2.19B
39FDXFedEx Corp110.67%$5.91B+$279.9M
40PGProcter and Gamble Co.110.60%$5.25B+$28.98M
41CSCOCisco Systems Inc110.47%$4.17B+$303.34M
42NVSNovartis AG110.44%$3.82B-$91.51M
43MMM3M CO110.29%$2.55B+$117.76M
44SPGIS&P GLOBAL INC110.19%$1.64B-$138.14M
45NKENIKE INC110.17%$1.49B+$574.29M
46QCOMQUALCOMM INC110.08%$711.78M-$462.59M
47PFEPfizer Inc.110.07%$598.76M-$224.57M
48TWXTime Warner Inc100.46%$4.04B+$1.3B
49WMTWAL-MART STORES INC100.29%$2.58B-$761.28M
50ELVANTHEM INC100.22%$1.91B+$499.72M