Combined portfolio
As of Q4 2018, the AlphaBaseline combined portfolio aggregates $361.26B of reported 13F holdings across 79 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 2018 it covers the 50 most widely held positions, worth $361.26B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q4 2018
- Coverage
- 79 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.
| Bruce Berkowitz - Fairholme Capital | JOE | ST JOE CO | 95.34% | $349.64M |
| Mohnish Pabrai - Pabrai Investments | FCAU | FIAT CHRYSLER AUTOMOBILES N | 91.61% | $189.4K |
| Norbert Lou - Punch Card Management | BRK/A | BERKSHIRE HATHAWAY INC DEL | 70.97% | $114.14K |
| Daily Journal Corp (Charlie Munger) - Daily Journal Corp | WFC | Wells Fargo & Co | 53.56% | $73.35M |
| Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | BRK/B | BERKSHIRE HATHAWAY INC DEL | 53.15% | $11.65B |
| Duan Yongping - H&H International Investment | AAPL | APPLE INC | 50.95% | $425.8M |
| Dennis Hong - ShawSpring Partners | IAC | IAC INTERACTIVECORP | 47.80% | $46.19M |
| Daily Journal Corp (Charlie Munger) - Daily Journal Corp | BAC | Bank of America Corp | 41.38% | $56.67M |
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 | 31 | 2.28% | $17.27B | -$4.32B |
| 2 | GOOG | Alphabet Inc | 30 | 2.00% | $15.2B | -$2.57B |
| 3 | META | FACEBOOK INC | 28 | 0.87% | $6.59B | -$407.3M |
| 4 | V | VISA INC | 27 | 0.87% | $6.59B | -$1.53B |
| 5 | GOOGL | ALPHABET INC | 26 | 0.78% | $5.9B | -$386.41M |
| 6 | WFC | WELLS FARGO & CO NEW | 23 | 3.63% | $27.53B | -$4.91B |
| 7 | MA | Mastercard Inc Cl A | 23 | 1.07% | $8.09B | -$955.29M |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 21 | 1.93% | $14.64B | -$1.58B |
| 9 | AMZN | AMAZON COM INC | 20 | 0.75% | $5.66B | -$619.17M |
| 10 | AXP | AMERICAN EXPRESS CO | 19 | 2.60% | $19.71B | -$1.97B |
| 11 | BRK/A | Berkshire Hathaway Inc Cl A | 19 | 0.61% | $4.63B | -$404.08M |
| 12 | BAC | BANK AMER CORP | 18 | 3.72% | $28.2B | -$5.35B |
| 13 | JPM | JPMORGAN CHASE & CO | 18 | 1.22% | $9.28B | +$140.69M |
| 14 | AAPL | APPLE INC | 17 | 5.38% | $40.82B | -$17.87B |
| 15 | CMCSA | Comcast Corp | 16 | 1.00% | $7.61B | -$548.4M |
| 16 | MCO | MOODYS CORP | 15 | 0.81% | $6.14B | -$385.55M |
| 17 | GS | GOLDMAN SACHS GROUP INC | 15 | 0.79% | $6.02B | -$1.86B |
| 18 | UNH | UnitedHealth Group Inc | 15 | 0.66% | $5.04B | -$68.37M |
| 19 | JNJ | Johnson & Johnson | 15 | 0.23% | $1.74B | -$801.64M |
| 20 | ORCL | ORACLE CORP | 14 | 0.72% | $5.45B | -$5.06B |
| 21 | BKNG | Booking Holdings Inc | 14 | 0.66% | $5.03B | -$362.16M |
| 22 | BABA | ALIBABA GROUP HLDG LTD | 14 | 0.63% | $4.78B | -$1.95B |
| 23 | BIDU | BAIDU INC | 14 | 0.45% | $3.39B | -$921.97M |
| 24 | DIS | DISNEY WALT CO | 14 | 0.20% | $1.55B | -$1.14B |
| 25 | DWDP | DOWDUPONT INC | 14 | 0.16% | $1.2B | -$491.46M |
| 26 | USB | US BANCORP DEL | 13 | 0.99% | $7.48B | -$903.65M |
| 27 | C | CITIGROUP INC | 13 | 0.74% | $5.63B | -$1.86B |
| 28 | SCHW | Charles Schwab Corp/The | 13 | 0.66% | $5.02B | -$604.85M |
| 29 | ADBE | ADOBE INC | 13 | 0.51% | $3.88B | -$191.54M |
| 30 | KKR | KKR & CO INC | 13 | 0.33% | $2.47B | -$675.3M |
| 31 | UTX | United Technologies Corp | 12 | 0.61% | $4.65B | -$713.75M |
| 32 | UNP | UNION PAC CORP | 12 | 0.46% | $3.48B | -$1.78B |
| 33 | GE | GENERAL ELECTRIC CO | 12 | 0.37% | $2.81B | -$2.15B |
| 34 | XOM | EXXON MOBIL CORP | 12 | 0.24% | $1.81B | -$423.83M |
| 35 | TMO | THERMO FISHER SCIENTIFIC INC | 12 | 0.08% | $587.07M | -$457.46M |
| 36 | BK | Bank of New York Mellon Corp/T | 11 | 1.26% | $9.56B | -$777.42M |
| 37 | FDX | FedEx Corp | 11 | 0.56% | $4.25B | -$1.14B |
| 38 | LBTYK | LIBERTY GLOBAL PLC | 11 | 0.40% | $3B | -$943.91M |
| 39 | ORLY | O REILLY AUTOMOTIVE INC NEW | 11 | 0.28% | $2.1B | -$29.72M |
| 40 | PM | PHILIP MORRIS INTL INC | 11 | 0.26% | $1.97B | -$1.08B |
| 41 | KMX | CARMAX INC | 11 | 0.22% | $1.66B | -$333.32M |
| 42 | QCOM | QUALCOMM INC | 11 | 0.06% | $476.48M | -$159.34M |
| 43 | KO | COCA COLA CO | 10 | 2.58% | $19.6B | +$440.92M |
| 44 | CHTR | CHARTER COMMUNICATIONS INC N | 10 | 1.57% | $11.87B | -$2.74B |
| 45 | PG | Procter and Gamble Co. | 10 | 0.66% | $5.02B | +$239.49M |
| 46 | CSCO | Cisco Systems Inc | 10 | 0.28% | $2.13B | -$554.46M |
| 47 | SPGI | S&P GLOBAL INC | 10 | 0.25% | $1.9B | +$100.59M |
| 48 | MDT | Medtronic PLC | 10 | 0.12% | $906.56M | -$1.57B |
| 49 | MRK | MERCK & CO INC | 10 | 0.11% | $831.54M | -$181.91M |
| 50 | VZ | Verizon Communications Inc. | 10 | 0.02% | $136.7M | +$8.6M |