SEC 13F filings
Guru Portfolios
The US stock portfolios of Warren Buffett, Ray Dalio, Cathie Wood and 27 more of the world's most-followed investors. See what they bought and sold each quarter, and how their portfolios have grown.
30 investors · updated every quarter from SEC filings
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
Investors
Growth is the change in the 13F portfolio value reported to the SEC against the same quarter; new money in and out is included.
Warren Buffett
Berkshire Hathaway
1-year growth
+16.2%
2-year growth
+6.9%
Bill Ackman
Pershing Square Capital Management
1-year growth
+14.9%
2-year growth
+27.4%
Ray Dalio
Bridgewater Associates
1-year growth
-1.7%
2-year growth
+27.3%
Seth Klarman
Baupost Group
1-year growth
+31.6%
2-year growth
+53.4%
Stanley Druckenmiller
Duquesne Family Office
1-year growth
+11.2%
2-year growth
+54.4%
David Tepper
Appaloosa
1-year growth
+15.9%
2-year growth
+21.0%
Carl Icahn
Icahn Capital
1-year growth
+4.8%
2-year growth
-23.8%
George Soros
Soros Fund Management
1-year growth
+61.6%
2-year growth
+86.1%
Li Lu
Himalaya Capital
1-year growth
+37.7%
2-year growth
+44.6%
Mohnish Pabrai
Dalal Street
1-year growth
+20.3%
2-year growth
+40.3%
Terry Smith
Fundsmith
1-year growth
-40.7%
2-year growth
-44.4%
Bill Gates
Gates Foundation Trust
1-year growth
-28.0%
2-year growth
-27.8%
Chase Coleman
Tiger Global Management
1-year growth
-29.6%
2-year growth
+10.9%
Dan Loeb
Third Point
1-year growth
-39.0%
2-year growth
-46.9%
Howard Marks
Oaktree Capital Management
1-year growth
-4.3%
2-year growth
-28.0%
Cathie Wood
ARK Investment Management
1-year growth
+12.9%
2-year growth
+36.7%
Chuck Akre
Akre Capital Management
1-year growth
-50.0%
2-year growth
-55.1%
Glenn Greenberg
Brave Warrior Advisors
1-year growth
+5.2%
2-year growth
+1.7%
Nelson Peltz
Trian Fund Management
1-year growth
+11.6%
2-year growth
+3.2%
Bruce Berkowitz
Fairholme Capital
1-year growth
+21.4%
2-year growth
+7.3%
Prem Watsa
Fairfax Financial
1-year growth
+41.0%
2-year growth
+123%
Stephen Mandel
Lone Pine Capital
1-year growth
+18.4%
2-year growth
+32.7%
Philippe Laffont
Coatue Management
1-year growth
+35.5%
2-year growth
+89.3%
Chris Hohn
TCI Fund Management
1-year growth
+4.1%
2-year growth
+28.9%
David Abrams
Abrams Capital
1-year growth
-10.4%
2-year growth
+7.1%
Tom Gayner
Markel Group
1-year growth
+11.0%
2-year growth
+29.2%
Mason Hawkins
Southeastern Asset Management
1-year growth
-3.4%
2-year growth
-16.5%
Tom Russo
Gardner Russo & Quinn
1-year growth
-5.1%
2-year growth
-5.7%
Charlie Munger
Daily Journal
1-year growth
+9.0%
2-year growth
+40.8%
Michael Burry
Scion Asset Management
Last filed Nov 3, 2025
1-year growth
-18.0%
2-year growth
+55.2%
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% |
22 more stocks 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.