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Combined portfolio

As of Q4 2019, the AlphaBaseline combined portfolio aggregates $455.11B of reported 13F holdings across 84 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 2019 it covers the 50 most widely held positions, worth $455.11B in aggregate reported value.

Source
Aggregate SEC 13F data
Period
Q4 2019
Coverage
84 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.

GOOG322.09%
MSFT311.89%
META301.31%
BRK/B281.67%
GOOGL280.85%
V271.00%
WFC252.85%
AMZN240.86%
MA231.13%
UNH220.69%

Top by % of combined

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

AAPL7.86%$74.19B
BAC4.31%$40.72B
WFC2.85%$26.86B
AXP2.41%$22.79B
KO2.40%$22.69B
GOOG2.09%$19.69B
MSFT1.89%$17.89B
CHTR1.73%$16.29B
BRK/B1.67%$15.77B
META1.31%$12.34B

Top buys

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

SPY42$2.52B
TFC50$2.21B
GOOGL46$1.8B
RTN23$1.62B
PARA80$1.32B
UNH65$1.27B
UBER04$1.22B
IWM31$847.33M
ABT02$735.93M
NOW11$591.41M

Top sells

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

WFC014$-3.02B
MSFT120$-2.69B
GOOG119$-2.38B
BBT50$-2.02B
TIF22$-1.68B
GS18$-1.56B
AAPL112$-1.36B
JPM010$-1.25B
BABA09$-1.07B
BRK/B014$-1.04B

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 ManagementMUMICRON TECHNOLOGY INC100.00%$420.26K
Bruce Berkowitz - Fairholme CapitalJOEST JOE CO98.93%$521.88M
Henry Ellenbogen - Durable Capital PartnersSPYSPDR S&P 500 ETF TR77.84%$2.5B
Glenn Welling - Engaged CapitalHAINHAIN CELESTIAL GROUP INC56.80%$546.84M
Prem Watsa - Fairfax Financial HoldingsSSWSEASPAN CORP53.90%$1.1B
Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation TrustBRK/BBERKSHIRE HATHAWAY INC DEL52.94%$11.31B
Norbert Lou - Punch Card ManagementBRK/ABERKSHIRE HATHAWAY INC DEL52.70%$126.67K
Daily Journal Corp (Charlie Munger) - Daily Journal CorpWFCWells Fargo & Co48.81%$85.64M
Duan Yongping - H&H International InvestmentAAPLAPPLE INC48.53%$953.48M
Daily Journal Corp (Charlie Munger) - Daily Journal CorpBACBank of America Corp46.17%$81.01M
Mohnish Pabrai - Pabrai InvestmentsFCAUFIAT CHRYSLER AUTOMOBILES N44.69%$121.2M
Nelson Peltz - Trian Fund ManagementPGProcter and Gamble Co.42.34%$4.02B

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.

1GOOGALPHABET INC322.09%$19.69B-$437.12M
2MSFTMicrosoft Corp311.89%$17.89B-$256.91M
3METAFACEBOOK INC301.31%$12.34B+$1.31B
4BRK/BBERKSHIRE HATHAWAY INC DEL281.67%$15.77B+$329.73M
5GOOGLALPHABET INC280.85%$7.99B+$2.34B
6VVISA INC271.00%$9.4B+$719.78M
7WFCWELLS FARGO & CO NEW252.85%$26.86B-$1.14B
8AMZNAMAZON COM INC240.86%$8.16B-$99.45M
9MAMastercard Inc Cl A231.13%$10.62B+$1.11B
10UNHUnitedHealth Group Inc220.69%$6.51B+$2.64B
11BACBANK AMER CORP204.31%$40.72B+$6.53B
12JPMJPMORGAN CHASE & CO201.30%$12.29B+$859.43M
13AAPLAPPLE INC197.86%$74.19B+$16.54B
14BRK/ABerkshire Hathaway Inc Cl A190.48%$4.51B+$209.79M
15CMCSAComcast Corp180.79%$7.5B-$144.71M
16AXPAMERICAN EXPRESS CO172.41%$22.79B+$978.45M
17ORCLORACLE CORP170.43%$4.09B-$1.08B
18BKNGBooking Holdings Inc160.72%$6.77B+$105.74M
19BABAALIBABA GROUP HLDG LTD160.71%$6.72B+$576.79M
20SCHWCharles Schwab Corp/The160.69%$6.55B+$949.16M
21ADBEADOBE INC160.40%$3.75B+$314.5M
22GSGoldman Sachs Group Inc/The150.74%$6.96B-$714.55M
23JNJJOHNSON & JOHNSON150.31%$2.92B+$234.67M
24MCOMOODYS CORP141.10%$10.36B+$1.44B
25USBUS BANCORP DEL141.04%$9.82B+$616.35M
26UNPUNION PACIFIC CORP140.33%$3.08B+$168.71M
27GEGENERAL ELECTRIC CO140.31%$2.96B+$543.57M
28FDXFedEx Corp130.56%$5.31B+$621.97M
29CVSCVS Health Corp130.32%$3.04B+$166.94M
30XOMEXXON MOBIL CORP130.19%$1.75B-$99.14M
31BKBank of New York Mellon Corp/T121.00%$9.45B+$812.82M
32CCITIGROUP INC120.77%$7.32B+$517.53M
33KKRKKR & CO INC120.34%$3.25B+$100.03M
34KMXCARMAX INC120.22%$2.03B-$159.5M
35DISDISNEY WALT CO120.21%$2.02B+$147.54M
36UTXUnited Technologies Corp110.63%$5.99B+$67.59M
37PGProcter and Gamble Co.110.53%$5.02B-$809.28M
38PEPPEPSICO INC110.33%$3.14B-$156.99M
39CSCOCisco Systems Inc110.17%$1.56B-$62.62M
40INTCIntel Corp.110.11%$1.08B+$199.44M
41MRKMERCK & CO INC110.04%$397.87M-$43.65M
42VZVerizon Communications Inc.110.02%$146.57M+$8.41M
43CHTRCHARTER COMMUNICATIONS INC N101.73%$16.29B+$1.97B
44PYPLPAYPAL HOLDINGS INC100.43%$4.05B+$514.51M
45JDJD COM INC100.43%$4.04B+$784.79M
46PMPHILIP MORRIS INTERNATIONAL100.41%$3.91B+$393.8M
47BIDUBaidu Inc100.41%$3.88B+$1.02B
48ELVANTHEM INC100.40%$3.76B+$641.76M
49BMYBristol-Myers Squibb Co100.40%$3.75B+$481.23M
50CRMSALESFORCE COM INC100.29%$2.73B+$129.21M