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Combined portfolio

As of Q1 2024, the AlphaBaseline combined portfolio aggregates $599.35B of reported 13F holdings across 85 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 2024 it covers the 50 most widely held positions, worth $599.35B in aggregate reported value.

Source
Aggregate SEC 13F data
Period
Q1 2024
Coverage
85 managers included

13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-09-14.

Most owned

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

MSFT413.69%
GOOG331.66%
GOOGL321.25%
META271.40%
V271.51%
AMZN261.86%
BRK-B261.09%
AAPL2212.71%
MA210.87%
UNH200.49%

Top by % of combined

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

AAPL12.71%$148.68B
BAC3.88%$45.46B
MSFT3.69%$43.13B
AXP3.12%$36.56B
KO2.11%$24.65B
AMZN1.86%$21.82B
OXY1.86%$21.77B
CVX1.66%$19.45B
GOOG1.66%$19.44B
MCO1.54%$18.07B

Top buys

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

CB11$6.68B
CHTR08$1.73B
CVS14$1.27B
IFF03$1.16B
AEP11$984.18M
HUM12$926.05M
LVS12$879.98M
JCI01$781.74M
DE12$754.77M
GOOGL18$702.41M

Top sells

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

AAPL09$-18.3B
META220$-4.28B
BRK-B016$-1.69B
KKR06$-1.64B
MSFT127$-1.53B
PYPL05$-1.35B
UPS12$-1.21B
MA011$-879.16M
NOW04$-864.69M
COF08$-784.63M

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 CO86.35%$1.31B
Duan Yongping - H&H International InvestmentAAPLAPPLE INC78.01%$11.07B
Mohnish Pabrai - Pabrai InvestmentsAMRALPHA METALLURGICAL RESOUR I62.08%$133.91M
Francis Chou - Chou AssociatesBRK-ABERKSHIRE HATHAWAY INC DEL58.22%$51.89M
Norbert Lou - Punch Card ManagementBRK-ABERKSHIRE HATHAWAY INC DEL55.36%$221.42M
Clifford Sosin - CAS Investment PartnersCVNACARVANA CO51.45%$574.13M
Daily Journal Corp (Charlie Munger) - Daily Journal CorpWFCWells Fargo & Co46.22%$81.9M
Daily Journal Corp (Charlie Munger) - Daily Journal CorpBACBank of America Corp42.80%$75.84M

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 CORP413.69%$43.13B+$3.21B
2GOOGAlphabet, Inc.331.66%$19.44B+$896.53M
3GOOGLALPHABET INC321.25%$14.67B+$1.75B
4VVISA INC271.51%$17.65B+$1.15B
5METAMETA PLATFORMS INC271.40%$16.41B+$1.32B
6AMZNAMAZON COM INC261.86%$21.82B+$2.9B
7BRK-BBERKSHIRE HATHAWAY INC DEL261.09%$12.72B+$498.34M
8AAPLAPPLE INC2212.71%$148.68B-$38.8B
9MAMASTERCARD INCORPORATED210.87%$10.23B+$391.02M
10UNHUnitedHealth Group, Inc.200.49%$5.73B-$77.71M
11WFCWells Fargo & Co.190.96%$11.29B+$1.22B
12DISThe Walt Disney Company190.59%$6.94B+$1.71B
13BRK-ABerkshire Hathaway Inc Cl A180.41%$4.79B+$505.13M
14BACBANK AMER CORP173.88%$45.46B+$5.1B
15TSMTAIWAN SEMICONDUCTOR MFG LTD170.33%$3.91B+$742.79M
16AXPAMERICAN EXPRESS CO163.12%$36.56B+$6.25B
17MCOMOODYS CORP161.54%$18.07B-$63.67M
18JPMJ P Morgan Chase (JPM)160.26%$3.09B+$108.77M
19CMCSAComcast Corp.150.53%$6.2B-$56.19M
20ORCLORACLE CORP150.27%$3.15B+$156.34M
21GEGENERAL ELECTRIC CO141.15%$13.42B+$3.25B
22COFCapital One Financial Corp.140.96%$11.26B+$652.63M
23FIFiserv, Inc.140.83%$9.68B+$1.37B
24BABAAlibaba Group Holding, Ltd.140.23%$2.73B+$433.24M
25JNJJohnson & Johnson130.09%$1.11B-$119.04M
26SCHWThe Charles Schwab Corp.120.82%$9.63B+$695.87M
27CHTRCharter Communications, Inc.120.66%$7.74B-$296.32M
28CCITIGROUP INC120.61%$7.2B+$1.51B
29SPGIS&P GLOBAL INC120.49%$5.68B-$73.78M
30PMPHILIP MORRIS INTERNATIONAL120.41%$4.8B+$498.73M
31DHRDANAHER CORPORATION120.21%$2.42B-$440.9M
32KMXCARMAX INC120.11%$1.26B+$186.55M
33FDXFedEx Corp.110.42%$4.95B+$622.43M
34GSThe Goldman Sachs Group, Inc.110.37%$4.35B+$376.87M
35CVSCVS Health Corp.110.36%$4.24B+$1.3B
36TMOTHERMO FISHER SCIENTIFIC INC110.32%$3.74B+$42.28M
37PEPPEPSICO INC110.22%$2.56B-$400.97M
38USBUS BANCORP DEL110.20%$2.38B+$586.76M
39ADBEADOBE INC110.19%$2.18B-$603.9M
40TXNTEXAS INSTRS INC110.17%$1.97B+$134.29M
41CVXCHEVRON CORP NEW101.66%$19.45B+$546.08M
42CRMSALESFORCE INC100.50%$5.89B+$175.98M
43BKNGBooking Holdings, Inc.100.39%$4.52B-$316.88M
44KKRKKR & CO L P DEL100.37%$4.31B-$591.29M
45CBRECBRE GROUP INC100.26%$3.07B-$136.87M
46NKENIKE INC100.18%$2.12B-$22.48M
47CSCOCisco Systems, Inc.100.16%$1.9B-$39.74M
48PGPROCTER & GAMBLE ORD100.15%$1.77B+$195.51M
49XOMEXXON MOBIL CORP100.14%$1.66B+$231.81M
50EFXEquifax Inc100.12%$1.42B-$83.63M