Combined portfolio
As of Q1 2023, the AlphaBaseline combined portfolio aggregates $556.58B 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 Q1 2023 it covers the 50 most widely held positions, worth $556.58B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q1 2023
- Coverage
- 84 managers included
13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-09-15.
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 | 83.08% | $1B |
| Mohnish Pabrai - Pabrai Investments | MU | MICRON TECHNOLOGY INC | 79.22% | $96.07M |
| Duan Yongping - H&H International Investment | AAPL | APPLE INC | 78.45% | $10.43B |
| Clifford Sosin - CAS Investment Partners | HGV | HILTON GRAND VACATIONS INC | 62.61% | $305.21M |
| Francis Chou - Chou Associates | BRK-A | BERKSHIRE HATHAWAY INC DEL | 51.97% | $37.25M |
| Norbert Lou - Punch Card Management | BRK-A | BERKSHIRE HATHAWAY INC DEL | 50.89% | $162.49M |
| Daily Journal Corp (Charlie Munger) - Daily Journal Corp | BAC | Bank of America Corp | 40.86% | $65.78M |
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 | 39 | 3.25% | $33.95B | +$3.31B |
| 2 | GOOG | Alphabet, Inc. | 34 | 1.64% | $17.19B | -$704.15M |
| 3 | GOOGL | ALPHABET INC | 34 | 1.17% | $12.22B | +$1.41B |
| 4 | V | VISA INC | 29 | 1.56% | $16.29B | +$934.84M |
| 5 | META | META PLATFORMS INC | 29 | 1.01% | $10.56B | +$3.69B |
| 6 | AMZN | AMAZON COM INC | 28 | 1.59% | $16.59B | +$3.92B |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 28 | 1.08% | $11.25B | -$1.78B |
| 8 | BAC | BANK AMER CORP | 22 | 3.19% | $33.39B | -$4.12B |
| 9 | MA | MASTERCARD INCORPORATED | 22 | 0.91% | $9.48B | -$697.7M |
| 10 | AAPL | APPLE INC | 21 | 15.57% | $162.93B | +$37.66B |
| 11 | UNH | UnitedHealth Group, Inc. | 20 | 0.61% | $6.33B | -$1.12B |
| 12 | DIS | The Walt Disney Company | 20 | 0.21% | $2.2B | -$86.76M |
| 13 | WFC | Wells Fargo & Co. | 18 | 0.75% | $7.89B | -$1.09B |
| 14 | BRK-A | Berkshire Hathaway Inc Cl A | 18 | 0.37% | $3.84B | -$98.28M |
| 15 | MCO | MOODYS CORP | 17 | 1.32% | $13.85B | +$1.71B |
| 16 | JPM | J P Morgan Chase (JPM) | 17 | 0.22% | $2.25B | -$73.91M |
| 17 | JNJ | Johnson & Johnson | 17 | 0.15% | $1.57B | -$321.72M |
| 18 | AXP | AMERICAN EXPRESS CO | 16 | 2.50% | $26.2B | +$2.17B |
| 19 | CMCSA | Comcast Corp. | 16 | 0.53% | $5.5B | +$360.15M |
| 20 | BABA | Alibaba Group Holding, Ltd. | 16 | 0.20% | $2.07B | +$253.44M |
| 21 | FI | Fiserv, Inc. | 15 | 0.80% | $8.37B | +$575.92M |
| 22 | COF | Capital One Financial Corp. | 15 | 0.77% | $8.01B | +$1.58B |
| 23 | CRM | SALESFORCE INC | 14 | 0.60% | $6.23B | +$2.66B |
| 24 | ADBE | ADOBE SYSTEMS INCORPORATED | 14 | 0.29% | $3.04B | -$876.59M |
| 25 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 14 | 0.28% | $2.89B | -$72.82M |
| 26 | ORCL | ORACLE CORP | 13 | 0.40% | $4.22B | +$490.26M |
| 27 | SCHW | Charles Schwab Corp. | 12 | 0.57% | $5.98B | -$3.87B |
| 28 | C | CITIGROUP INC | 12 | 0.46% | $4.86B | +$139.58M |
| 29 | FDX | FedEx Corp. | 12 | 0.44% | $4.63B | +$1.07B |
| 30 | KKR | KKR & CO INC | 12 | 0.43% | $4.45B | +$674.6M |
| 31 | TMO | THERMO FISHER SCIENTIFIC INC | 12 | 0.31% | $3.25B | +$330.2M |
| 32 | PEP | PEPSICO INC | 12 | 0.31% | $3.24B | -$6.08M |
| 33 | CVX | CHEVRON CORP NEW | 11 | 2.08% | $21.73B | -$7.8B |
| 34 | GE | General Electric Co. | 11 | 0.82% | $8.56B | +$2.65B |
| 35 | BKNG | Booking Holdings, Inc. | 11 | 0.54% | $5.69B | +$474.24M |
| 36 | BK | Bank of New York Mellon Corp. | 11 | 0.44% | $4.59B | -$1.17B |
| 37 | SPGI | S&P GLOBAL INC | 11 | 0.43% | $4.5B | +$164.47M |
| 38 | CSCO | Cisco Systems, Inc. | 11 | 0.24% | $2.46B | +$213.05M |
| 39 | TXN | TEXAS INSTRS INC | 11 | 0.17% | $1.83B | +$203.82M |
| 40 | DHR | DANAHER CORPORATION | 11 | 0.13% | $1.31B | -$51.09M |
| 41 | PG | Procter & Gamble | 11 | 0.12% | $1.25B | +$128.61M |
| 42 | USB | U.S. Bancorp | 11 | 0.11% | $1.19B | -$777.97M |
| 43 | KO | COCA COLA CO | 10 | 2.39% | $24.99B | -$642.18M |
| 44 | CHTR | Charter Communications, Inc. | 10 | 0.64% | $6.74B | +$777.49M |
| 45 | GS | Goldman Sachs Group, Inc. | 10 | 0.33% | $3.49B | -$339.8M |
| 46 | INTU | INTUIT | 10 | 0.29% | $3.08B | +$699.38M |
| 47 | GM | GENERAL MTRS CO | 10 | 0.29% | $3.04B | -$135.53M |
| 48 | ACN | ACCENTURE PLC IRELAND | 10 | 0.27% | $2.85B | +$182.32M |
| 49 | CBRE | CBRE GROUP INC | 10 | 0.23% | $2.4B | -$185.06M |
| 50 | AMAT | Applied Materials, Inc. | 10 | 0.21% | $2.16B | +$432.77M |