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The latest available 13F covers holdings as of Jun 30, 2026 (Q2 2026) and was filed Aug 14, 2026. Quarter-end snapshot, not a live trade.
Disclosed 13F value
$39.2B
sum of reported positions
Reported positions
742
Changes vs prior quarter
550
50 new · 61 exited
Filings on record
9
Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024
Across 125 measured positions in 8 quarters, the typical new or larger position finished −2.6 pts against the S&P 500 and 40% finished ahead of it. For scale, across all 501 funds with a result: −2.2 pts typical, 44% ahead.
Measured on each position this fund reported as new or larger, from the first close after the filing became public, against the S&P 500, 90 days later. Sales are not scored. History, not a forecast; it shows what the stocks did, not what the fund knew.
Total value of the 13F each quarter. It moves with prices as well as with what the fund bought or sold, so a rise is not necessarily a purchase.
| Company | Shares | Value | Weight |
|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | 14K | $10.3B | 26.3% |
| 4.35M | $1.62B | 4.1% | |
| 718K | $1.43B | 3.6% | |
| 4.94M | $1.43B | 3.6% | |
Comparison uses this manager's immediately preceding 13F-HR. Puts and calls are separate lines. Share counts drive classification; reported value also moves with price.Methodology
Change in the reported value against the quarter before.
Weights are within the disclosed 13F portfolio, for the ten largest lines.
| Q1 2026 | Q2 2026 | |
|---|---|---|
| Reported value | $36.1B | $39.2B |
| Positions | 753 | 742 |
| Biggest line | — | BERKSHIRE HATHAWAY INC DEL 26% |
| 3.93M |
| $1.39B |
| 3.5% |
| 22.6M | $964M | 2.5% |
| 1.24M | $897M | 2.3% |
| 1.78M | $890M | 2.3% |
| 9.42M | $864M | 2.2% |
| 262K | $838M | 2.1% |
| 2.15M | $812M | 2.1% |
| 3.26M | $778M | 2.0% |
| 4.64M | $648M | 1.7% |
| 1.68M | $577M | 1.5% |
| 7.08M | $561M | 1.4% |
| 3.77M | $553M | 1.4% |
| 1.48M | $529M | 1.3% |
| 2.53M | $507M | 1.3% |
| 1.06M | $466M | 1.2% |
| 2.25M | $429M | 1.1% |
| 842K | $422M | 1.1% |
| 1.03M | $421M | 1.1% |
| 1.86M | $416M | 1.1% |
| 1.88M | $415M | 1.1% |
| 859K | $383M | 1.0% |
BERKSHIRE HATHAWAY INC DEL
14K → 14K shares (−1%)
ASML Holding (ASML)
754K → 718K shares (−5%)
Apple (AAPL)
5.02M → 4.94M shares (−2%)
Alphabet (GOOGL)
4.05M → 3.93M shares (−3%)
Brookfield (BN)
23.3M → 22.6M shares (−3%)
Applied Materials (AMAT)
1.51M → 1.24M shares (−18%)
Berkshire Hathaway (BRK.B)
1.8M → 1.78M shares (−1%)
Broadcom (AVGO)
2.18M → 2.15M shares (−2%)
Intel (INTC)
5.69M → 4.64M shares (−19%)
Visa (V)
1.55M → 1.68M shares (+9%)
Oracle (ORCL)
3.94M → 3.77M shares (−4%)
Alphabet (GOOGL)
1.52M → 1.48M shares (−3%)
Danaher Corporation (DHR)
2.34M → 2.25M shares (−4%)
Thermo Fisher Scientific (TMO)
767K → 842K shares (+10%)
S&P Global (SPGI)
1.05M → 1.03M shares (−1%)
Honeywell (HON)
1.86M shares
Honeywell Aerospace (HONA)
1.88M shares
Synopsys (SNPS)
849K → 859K shares (+1%)
UnitedHealth (UNH)
1.03M → 867K shares (−16%)
Linde (LIN)
713K → 678K shares (−5%)
GE Vernova (GEV)
273K → 271K shares (−1%)
VANGUARD INDEX FDS
423K → 430K shares (+2%)
Lowe's (LOW)
1.4M → 1.32M shares (−6%)
Salesforce (CRM)
2.65M → 1.74M shares (−34%)
Uber (UBER)
630K → 3.44M shares (+446%)
