All superinvestors
Grand Portfolio

The consensus book

Every position across 30 tracked superinvestors, collapsed into one list and ranked by cross-ownership. A name with five owners is more than five times as interesting as a one-off bet — it tells you which ideas survive the scrutiny of several independent managers with different styles.

Consensus names

Owned by ≥3 tracked superinvestors. 15 names.

GOOGL

Alphabet

13
Peak weight25.8%·Mean8.5%

Li Lu · Seth Klarman · Bill Ackman · Chris Hohn · Guy Spier · Tom Gayner · Joel Greenblatt · David Tepper · Dan Loeb · Stephen Mandel · Glenn Greenberg · Bill Nygren · François Rochon

META

Meta Platforms

10
Peak weight13.1%·Mean7.5%

Li Lu · Seth Klarman · Terry Smith · Joel Greenblatt · David Tepper · Dan Loeb · Stephen Mandel · David Abrams · Wally Weitz · François Rochon

BRK.B

Berkshire Hathaway

6
Peak weight20.8%·Mean14.4%

Li Lu · Bruce Berkowitz · Guy Spier · Francis Chou · Wally Weitz · Bill Gates (Foundation Trust)

MSFT

Microsoft

6
Peak weight31.1%·Mean11.9%

Chris Hohn · Terry Smith · Joel Greenblatt · David Tepper · Stephen Mandel · Bill Gates (Foundation Trust)

BABA

Alibaba

5
Peak weight19.8%·Mean14.0%

Charlie Munger · Mohnish Pabrai · Michael Burry · David Tepper · Francis Chou

LBRDK

Liberty Broadband

5
Peak weight18.5%·Mean10.3%

Seth Klarman · Mason Hawkins · David Abrams · Glenn Greenberg · Wally Weitz

OXY

Occidental Petroleum

5
Peak weight15.2%·Mean10.2%

Warren Buffett · Li Lu · Mohnish Pabrai · Prem Watsa · Francis Chou

MCO

Moody's

5
Peak weight14.2%·Mean8.1%

Warren Buffett · Chris Hohn · Terry Smith · Chuck Akre · François Rochon

V

Visa

5
Peak weight11.8%·Mean7.5%

Chris Hohn · Tom Gayner · Chuck Akre · Stephen Mandel · François Rochon

AMZN

Amazon

5
Peak weight8.2%·Mean6.5%

Terry Smith · David Tepper · Dan Loeb · Stephen Mandel · David Abrams

BAC

Bank of America

3
Peak weight39.5%·Mean28.8%

Warren Buffett · Charlie Munger · Li Lu

MU

Micron Technology

3
Peak weight27.1%·Mean15.9%

Mohnish Pabrai · Prem Watsa · Francis Chou

MA

Mastercard

3
Peak weight16.1%·Mean10.6%

Guy Spier · Chuck Akre · Tom Russo

MKL

Markel Group

3
Peak weight9.9%·Mean6.2%

Guy Spier · Tom Gayner · Wally Weitz

NVDA

NVIDIA

3
Peak weight4.8%·Mean3.8%

Joel Greenblatt · David Tepper · Stephen Mandel

Contested / early consensus

Exactly 2 owners — a thesis starting to form, still controversial. 16 names.

WFC

Wells Fargo

2
Peak weight25.8%·Mean16.0%

Charlie Munger · Guy Spier

AXP

American Express

2
Peak weight16.8%·Mean15.0%

Warren Buffett · Guy Spier

AAPL

Apple

2
Peak weight22.1%·Mean12.8%

Warren Buffett · Joel Greenblatt

BRK.A

Berkshire Hathaway

2
Peak weight10.1%·Mean10.1%

Tom Gayner · Tom Russo

WFG

West Fraser Timber

2
Peak weight9.8%·Mean8.0%

Mohnish Pabrai · Murray Stahl

LBTYK

Liberty Global

2
Peak weight8.9%·Mean7.0%

David Abrams · Wally Weitz

CP

Canadian Pacific Kansas City

2
Peak weight8.4%·Mean6.9%

Chris Hohn · François Rochon

CLAR

Clarivate

2
Peak weight6.8%·Mean6.8%

Seth Klarman · David Abrams

WBD

Warner Bros. Discovery

2
Peak weight8.9%·Mean6.5%

Seth Klarman · Howard Marks

FDX

FedEx

2
Peak weight8.1%·Mean6.1%

Mason Hawkins · Bill Gates (Foundation Trust)

DE

Deere

2
Peak weight6.1%·Mean5.8%

Tom Gayner · Bill Gates (Foundation Trust)

PM

Philip Morris

2
Peak weight6.1%·Mean5.7%

Terry Smith · Tom Russo

FI

Fiserv

2
Peak weight7.3%·Mean5.2%

Glenn Greenberg · Bill Nygren

KHC

Kraft Heinz

2
Peak weight5.8%·Mean4.7%

Warren Buffett · Dan Loeb

VST

Vistra

2
Peak weight5.4%·Mean4.6%

Howard Marks · Dan Loeb

CHTR

Charter Communications

2
Peak weight4.4%·Mean4.0%

Howard Marks · Wally Weitz

Single-owner positions (73)

Names held by exactly one tracked investor — the high-conviction, idiosyncratic book. Open an investor profile to see their single-owner bets.

Tracked portfolios are compiled from public SEC 13F-HR filings and published fund factsheets. 13F data lags real time by 45+ days. Educational use only.