13F portfolios
Guru Portfolios
The US stock portfolios of 30 of the world's most-followed investors, from the 13F filings they make with the SEC. See what they bought, added, trimmed and sold each quarter.
Gurus followed
30
Combined 13F portfolios
$634.34B
Latest filing period: Q2 2026
This quarter's highlights
Guru consensus →
Held by the most gurus
GOOGL 17 gurus
Most new buys
SPCX 6 new buys
Most sold
MSFT 7 sales
Warren Buffett
Berkshire Hathaway
13F portfolio
$299.25B+13.7%
Positions
29
AAPL22%
AXP17%
KO11%GOOGL9%Bill Ackman
Pershing Square Capital Management
13F portfolio
$13.71B-11.7%
Positions
11
BN18%
AMZN17%
UBER16%MSFT15%Ray Dalio
Bridgewater Associates
13F portfolio
$24.38B+8.8%
Positions
997
SPY16%
IVV9%
NVDA3%
AVGO2%Seth Klarman
Baupost Group
13F portfolio
$5.42B+5.9%
Positions
23
AMZN16%
ELV9%
QSR9%
GOOG9%Stanley Druckenmiller
Duquesne Family Office
13F portfolio
$4.35B+48.2%
Positions
86
NTRA20%
TSM6%
STM5%
INSM3%David Tepper
Appaloosa
13F portfolio
$7.47B+25.9%
Positions
25
AMZN16%
MU15%TSM11%GOOG9%Carl Icahn
Icahn Capital
13F portfolio
$8.26B-3.4%
Positions
12
IEP54%
CVI24%
UAN6%
CTRI5%George Soros
Soros Fund Management
13F portfolio
$6.06B+9.6%
Positions
238
AMZN5%TSM4%GOOGL4%NVDA4%Li Lu
Himalaya Capital
13F portfolio
$3.70B+15.7%
Positions
8
GOOGL25%GOOG23%
PDD22%
BRK-B15%Mohnish Pabrai
Dalal Street
13F portfolio
$326.75M-22.7%
Positions
4
HCC43%
RIG31%
AMR26%
KSPI<1%Terry Smith
Fundsmith
13F portfolio
$13.65B+6.4%
Positions
41
MAR7%
SYK7%
WAT6%
V5%Bill Gates
Gates Foundation Trust
13F portfolio
$34.42B+8.7%
Positions
24
BRK-B21%
CAT20%
CNI18%
WM17%Chase Coleman
Tiger Global Management
13F portfolio
$23.98B+5.0%
Positions
46
TSM10%AMZN10%NVDA9%GOOGL9%Dan Loeb
Third Point
13F portfolio
$4.64B+123%
Positions
40
WBD11%AMZN9%GOOGL8%Howard Marks
Oaktree Capital Management
13F portfolio
$3.78B-12.3%
Positions
51
TRMD14%
EXE13%
GTX7%
AU7%Cathie Wood
ARK Investment Management
13F portfolio
$15.40B+19.8%
Positions
189
TSLA8%
AMD5%SPCX5%
TEM4%Chuck Akre
Akre Capital Management
13F portfolio
$5.11B-16.5%
Positions
19
MA20%
MCO10%BN10%
KKR9%Glenn Greenberg
Brave Warrior Advisors
13F portfolio
$4.59B+13.6%
Positions
40
ICLR12%
OMF10%
SNX8%ELV8%Nelson Peltz
Trian Fund Management
13F portfolio
$4.23B+9.6%
Positions
8
GE36%
SOLV15%Bruce Berkowitz
Fairholme Capital
13F portfolio
$1.49B-1.6%
Positions
13
JOE76%
EPD13%
OZK3%BRK-B3%Prem Watsa
Fairfax Financial
13F portfolio
$2.64B+35.8%
Positions
32
EGO16%
KHC13%
UAA11%Stephen Mandel
Lone Pine Capital
13F portfolio
$16.36B+30.4%
Positions
34
NBIS7%
HD6%Philippe Laffont
Coatue Management
13F portfolio
$48.63B+67.4%
Positions
66
TSM9%
LRCX8%MU7%SPCX7%Chris Hohn
TCI Fund Management
13F portfolio
$52.77B+16.8%
Positions
11
GE34%V20%MCO12%
SPGI11%David Abrams
Abrams Capital
13F portfolio
$5.48B+18.1%
Positions
11
LOAR47%
LAD13%GOOGL9%
SGI8%Tom Gayner
Markel Group
13F portfolio
$13.13B+10.0%
Positions
130
GOOG7%
BRK-A6%BRK-B6%
DE4%Mason Hawkins
Southeastern Asset Management
13F portfolio
$1.92B-5.7%
Positions
47
RYN11%
MAT9%
CNX8%
PPLI8%Tom Russo
Gardner Russo & Quinn
13F portfolio
$8.93B+5.1%
Positions
85
GOOG12%BRK-A12%
PM9%MA9%Charlie Munger
Daily Journal
13F portfolio
$256.66M+6.6%
Positions
4
WFC45%
BAC44%
BABA7%
USB3%Michael Burry
Scion Asset Management
13F portfolio
$68.14M+21.1%
Positions
4
MOH35%
LULU26%
SLM20%Guru consensus PRO
Guru consensus →Every stock in the gurus' latest 13Fs: how many gurus hold it, how many bought or sold it this quarter, and where today's price stands against Makkler Fair Value.
| # | Stock | Gurus | New | Added | Trimmed | Exited | Avg weight | Price | Fair Value gap PRO |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGLAlphabet Inc. Class A | 17 | 2 | 5 | 6 | 0 | 4.7% | $353.78 | +30.6% |
| 2 | AMZNAmazon.com, Inc. | 13 | 0 | 7 | 5 | 0 | 6.9% | $258.58 | +100% |
| 3 | GOOGAlphabet Inc. Class C | 12 | 0 | 5 | 4 | 0 | 6.2% | $349.52 | +33.3% |
The full guru consensus is in MakklerPRO
See how many gurus hold each stock, who bought or sold it this quarter and its Fair Value gap - for the whole list.
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