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Combined portfolio

As of Q3 2023, the AlphaBaseline combined portfolio aggregates $542.4B of reported 13F holdings across 82 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 2023 it covers the 50 most widely held positions, worth $542.4B in aggregate reported value.

Source
Aggregate SEC 13F data
Period
Q3 2023
Coverage
82 managers included

13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-07-16.

Most owned

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

MSFT373.07%
GOOGL361.26%
GOOG341.80%
META291.35%
AMZN281.60%
V271.48%
BRK-B251.21%
UNH210.62%
MA201.01%
AAPL1816.28%

Top by % of combined

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

AAPL16.28%$168.59B
BAC3.17%$32.79B
MSFT3.07%$31.78B
AXP2.30%$23.83B
KO2.18%$22.55B
OXY2.01%$20.8B
CVX1.81%$18.7B
GOOG1.80%$18.62B
AMZN1.60%$16.52B
V1.48%$15.36B

Top buys

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

DIS38$2.38B
OXY10$1.89B
CB20$1.53B
LSXMK30$1.52B
CHTR04$1.5B
GOOGL39$1.45B
HHH20$1.4B
META37$1.37B
IQV02$1.1B
CVS26$1B

Top sells

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

AAPL27$-22.48B
MSFT221$-6.27B
AXP16$-3.83B
IEP00$-2.77B
LSXMK40$-1.98B
CNI12$-1.95B
KO03$-1.71B
COF25$-1.67B
MCO16$-1.61B
FI09$-1.54B

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 CapitalJOEST JOE CO87.69%$1.23B
Duan Yongping - H&H International InvestmentAAPLAPPLE INC78.69%$10.45B
Mohnish Pabrai - Pabrai InvestmentsAMRALPHA METALLURGICAL RESOUR I67.60%$114.67M
Francis Chou - Chou AssociatesBRK-ABERKSHIRE HATHAWAY INC DEL56.66%$42.52M
Norbert Lou - Punch Card ManagementBRK-ABERKSHIRE HATHAWAY INC DEL53.59%$185.49M
Michael Burry - Scion Asset ManagementSOXXISHARES TR47.86%$47.37M
Daily Journal Corp (Charlie Munger) - Daily Journal CorpWFCWells Fargo & Co40.99%$65.04M

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 CORP373.07%$31.78B-$6.27B
2GOOGLALPHABET INC361.26%$13.05B+$1.45B
3GOOGAlphabet, Inc.341.80%$18.62B+$572.67M
4METAMETA PLATFORMS INC291.35%$14.02B+$1.37B
5AMZNAMAZON COM INC281.60%$16.52B-$1.3B
6VVISA INC271.48%$15.36B-$1.34B
7BRK-BBERKSHIRE HATHAWAY INC DEL251.21%$12.51B-$965.15M
8UNHUnitedHealth Group, Inc.210.62%$6.37B+$342.49M
9MAMASTERCARD INCORPORATED201.01%$10.41B+$424.61M
10AAPLAPPLE INC1816.28%$168.59B-$22.48B
11WFCWells Fargo & Co.180.82%$8.51B-$488.75M
12DISThe Walt Disney Company180.42%$4.3B+$2.38B
13BACBANK AMER CORP173.17%$32.79B-$809.79M
14BRK-ABerkshire Hathaway Inc Cl A170.41%$4.23B+$30.58M
15BABAAlibaba Group Holding, Ltd.170.24%$2.51B+$89.51M
16MCOMOODYS CORP161.37%$14.2B-$1.61B
17CMCSAComcast Corp.160.61%$6.3B+$305.23M
18TSMTAIWAN SEMICONDUCTOR MFG LTD160.26%$2.72B-$565.95M
19JNJJohnson & Johnson160.13%$1.33B-$347.77M
20AXPAMERICAN EXPRESS CO152.30%$23.83B-$3.83B
21FIFiserv, Inc.150.72%$7.49B-$1.54B
22JPMJ P Morgan Chase (JPM)150.24%$2.52B-$29.99M
23GEGENERAL ELECTRIC CO140.95%$9.79B-$254.03M
24DHRDANAHER CORPORATION140.30%$3.07B+$228.68M
25ORCLORACLE CORP130.31%$3.21B-$1.04B
26PEPPEPSICO INC130.29%$2.99B-$268.96M
27CSCOCisco Systems, Inc.130.23%$2.37B+$20.36M
28SCHWThe Charles Schwab Corp.120.64%$6.65B-$217.32M
29BKNGBooking Holdings, Inc.120.45%$4.62B-$389.32M
30TMOTHERMO FISHER SCIENTIFIC INC120.38%$3.89B-$402.49M
31CVXCHEVRON CORP NEW111.81%$18.7B-$745.16M
32COFCapital One Financial Corp.110.79%$8.15B-$1.67B
33SPGIS&P GLOBAL INC110.46%$4.81B-$584.56M
34CRMSALESFORCE INC110.45%$4.69B-$254.66M
35KKRKKR & CO INC110.44%$4.52B-$202.34M
36PMPHILIP MORRIS INTERNATIONAL110.36%$3.78B-$502.71M
37GSThe Goldman Sachs Group, Inc.110.33%$3.4B+$6.6M
38ADBEADOBE INC110.24%$2.49B-$580.37M
39CBRECBRE GROUP INC110.23%$2.36B-$744.7M
40CVSCVS Health Corp.110.22%$2.26B+$1B
41TXNTEXAS INSTRS INC110.16%$1.63B-$156.64M
42PGPROCTER & GAMBLE ORD110.16%$1.63B-$123.13M
43USBU.S. Bancorp110.10%$1.06B-$31.49M
44MRKMerck & Co. Inc.110.02%$187.72M-$26.93M
45CHTRCharter Communications, Inc.100.87%$9.04B+$1.5B
46FDXFedEx Corp.100.46%$4.74B+$178.99M
47CCITIGROUP INC100.43%$4.4B-$361.39M
48BKThe Bank of New York Mellon Corp.100.42%$4.35B-$247.3M
49ACNACCENTURE PLC IRELAND100.28%$2.86B-$159.4M
50INTUINTUIT100.27%$2.78B-$484.95M