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Combined portfolio

As of Q4 2023, the AlphaBaseline combined portfolio aggregates $583.37B 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 Q4 2023 it covers the 50 most widely held positions, worth $583.37B in aggregate reported value.

Source
Aggregate SEC 13F data
Period
Q4 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.

MSFT373.53%
GOOG341.64%
GOOGL341.14%
META281.34%
AMZN261.67%
V261.46%
BRK-B241.04%
MA200.87%
UNH190.51%
BRK-A180.38%

Top by % of combined

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

AAPL16.59%$187.46B
BAC3.57%$40.35B
MSFT3.53%$39.9B
AXP2.68%$30.3B
KO2.10%$23.74B
OXY1.75%$19.77B
AMZN1.67%$18.91B
CVX1.67%$18.9B
GOOG1.64%$18.55B
MCO1.60%$18.14B

Top buys

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

AAPL06$18.87B
MSFT19$8.12B
BAC18$7.57B
AXP01$6.47B
MCO13$3.94B
AMZN15$2.39B
COF03$2.38B
SCHW15$2.28B
CNI03$1.67B
WFC00$1.56B

Top sells

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

VMW20$-3.29B
HPQ03$-1.8B
CB21$-1.68B
LOW13$-1.18B
OXY11$-1.03B
CHTR03$-995.71M
LBTYK30$-978.28M
BRK-B111$-797.62M
DELL01$-730.35M
IEP00$-615.35M

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 CO87.58%$1.36B
Duan Yongping - H&H International InvestmentAAPLAPPLE INC79.54%$11.5B
Francis Chou - Chou AssociatesBRK-ABERKSHIRE HATHAWAY INC DEL57.06%$43.41M
Mohnish Pabrai - Pabrai InvestmentsAMRALPHA METALLURGICAL RESOUR I53.86%$133.64M
Norbert Lou - Punch Card ManagementBRK-ABERKSHIRE HATHAWAY INC DEL49.70%$189.38M
Clifford Sosin - CAS Investment PartnersCVNACARVANA CO43.72%$361.46M
Daily Journal Corp (Charlie Munger) - Daily Journal CorpWFCWells Fargo & Co42.33%$78.35M
Daily Journal Corp (Charlie Munger) - Daily Journal CorpBACBank of America Corp41.84%$77.44M

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 CORP373.53%$39.9B+$8.12B
2GOOGAlphabet, Inc.341.64%$18.55B-$74.27M
3GOOGLALPHABET INC341.14%$12.92B-$124.31M
4METAMETA PLATFORMS INC281.34%$15.09B+$1.07B
5AMZNAMAZON COM INC261.67%$18.91B+$2.39B
6VVISA INC261.46%$16.51B+$1.15B
7BRK-BBERKSHIRE HATHAWAY INC DEL241.04%$11.71B-$797.62M
8MAMASTERCARD INCORPORATED200.87%$9.84B-$572.73M
9UNHUnitedHealth Group, Inc.190.51%$5.8B-$577.78M
10BRK-ABerkshire Hathaway Inc Cl A180.38%$4.26B+$32.29M
11TSMTAIWAN SEMICONDUCTOR MFG LTD180.28%$3.16B+$439.54M
12AAPLAPPLE INC1716.59%$187.46B+$18.87B
13BACBANK AMER CORP173.57%$40.35B+$7.57B
14WFCWells Fargo & Co.170.89%$10.07B+$1.56B
15DISThe Walt Disney Company170.46%$5.24B+$933.52M
16MCOMOODYS CORP161.60%$18.14B+$3.94B
17CMCSAComcast Corp.160.55%$6.26B-$48.85M
18BABAAlibaba Group Holding, Ltd.160.20%$2.29B-$212.76M
19AXPAMERICAN EXPRESS CO152.68%$30.3B+$6.47B
20JPMJ P Morgan Chase (JPM)150.26%$2.91B+$391.92M
21GEGENERAL ELECTRIC CO140.90%$10.17B+$382.26M
22FIFiserv, Inc.140.74%$8.32B+$829.92M
23ORCLORACLE CORP140.27%$3B-$216.95M
24DHRDANAHER CORPORATION140.25%$2.86B-$212.14M
25JNJJohnson & Johnson140.11%$1.23B-$103.15M
26SCHWThe Charles Schwab Corp.130.79%$8.93B+$2.28B
27CHTRCharter Communications, Inc.120.71%$8.04B-$995.71M
28CCITIGROUP INC120.50%$5.69B+$1.29B
29PMPHILIP MORRIS INTERNATIONAL120.38%$4.31B+$528.49M
30PEPPEPSICO INC120.26%$2.96B-$30.92M
31USBU.S. Bancorp120.16%$1.79B+$724.84M
32COFCapital One Financial Corp.110.93%$10.53B+$2.38B
33SPGIS&P GLOBAL INC110.51%$5.76B+$951.58M
34CRMSALESFORCE INC110.51%$5.71B+$1.02B
35TMOTHERMO FISHER SCIENTIFIC INC110.33%$3.69B-$193.73M
36CBRECBRE GROUP INC110.28%$3.2B+$845.13M
37CVSCVS Health Corp.110.26%$2.93B+$670.4M
38TXNTEXAS INSTRS INC110.16%$1.84B+$213.15M
39SPYSPDR S&P 500 ETF TR110.01%$164.2M+$106.89M
40BKThe Bank of New York Mellon Corp.100.47%$5.27B+$925.69M
41BKNGBooking Holdings, Inc.100.43%$4.84B+$219.37M
42FDXFedEx Corp.100.38%$4.28B-$464.33M
43GSThe Goldman Sachs Group, Inc.100.35%$3.97B+$569.47M
44ACNACCENTURE PLC IRELAND100.27%$3.05B+$189.66M
45ADBEADOBE INC100.25%$2.79B+$296.68M
46ELVELEVANCE HEALTH INC100.25%$2.78B+$228.82M
47IFFInternational Flavors & Fragrances, Inc.100.17%$1.97B+$1.28B
48CSCOCisco Systems, Inc.100.17%$1.94B-$437.73M
49EFXEquifax Inc100.13%$1.5B+$365.88M
50MRKMerck & Co. Inc.100.02%$194.51M+$6.8M