SEC 13F-HR filings

Superinvestor 13F Explorer

Full disclosed portfolios for seven investors, straight from their quarterly filings. Click any ticker to analyze it.

Where they agree

Portfolio overlap

Stocks held by more than one of these investors. Each investor is counted once per stock, even where they hold several share classes.

GOOGL 6 investors

Warren Buffett, George Soros, Bill Ackman, Stanley Druckenmiller, Ken Griffin, Philippe Laffont

$31.4B combined

AMZN 6 investors

George Soros, Bill Ackman, Stanley Druckenmiller, Ken Griffin, Philippe Laffont, David Tepper

$9.4B combined

GOOG 5 investors

Warren Buffett, Bill Ackman, Ken Griffin, Philippe Laffont, David Tepper

$11.6B combined

AMD 5 investors

George Soros, Stanley Druckenmiller, Ken Griffin, Philippe Laffont, David Tepper

$1.2B combined

TSM 4 investors

George Soros, Stanley Druckenmiller, Philippe Laffont, David Tepper

$5.6B combined

MU 4 investors

George Soros, Ken Griffin, Philippe Laffont, David Tepper

$5.5B combined

LRCX 4 investors

Stanley Druckenmiller, Ken Griffin, Philippe Laffont, David Tepper

$4.9B combined

MSFT 4 investors

George Soros, Bill Ackman, Ken Griffin, Philippe Laffont

$4.7B combined

NVDA 4 investors

George Soros, Ken Griffin, Philippe Laffont, David Tepper

$4.1B combined

META 4 investors

Bill Ackman, Ken Griffin, Philippe Laffont, David Tepper

$4.0B combined

AVGO 4 investors

George Soros, Ken Griffin, Philippe Laffont, David Tepper

$3.4B combined

AAPL 3 investors

Warren Buffett, George Soros, Ken Griffin

$68.2B combined

SPCX 3 investors

Ken Griffin, Philippe Laffont, David Tepper

$4.1B combined

LLY 3 investors

George Soros, Stanley Druckenmiller, Ken Griffin

$1.2B combined

ASML 3 investors

Ken Griffin, Philippe Laffont, David Tepper

$1.1B combined

COF 3 investors

Warren Buffett, George Soros, Ken Griffin

$1.0B combined

QCOM 3 investors

Ken Griffin, Philippe Laffont, David Tepper

$0.8B combined

TSLA 3 investors

George Soros, Ken Griffin, Philippe Laffont

$0.6B combined

KO 2 investors

Warren Buffett, Ken Griffin

$33.1B combined

CVX 2 investors

Warren Buffett, Ken Griffin

$14.6B combined

Click + beside any ticker to add it to a multi-stock analysis, up to 8 names from any of these investors. Each stock is still analyzed on its own: Dash does not size positions or build portfolios.

Warren Buffett Deep Value / Quality

Berkshire Hathaway · Holdings as of Q2 2026, filed 2026-08-14

#	Ticker	Company	Market Value	Shares	% of Portfolio	Est. Cost	Est. P&L	Est. P&L %
1	AAPL	APPLE INC	$66.0B	227,917,808	22.1%	N/A	N/A	N/A	Solo →
2	AXP	AMERICAN EXPRESS CO	$51.3B	151,610,700	17.1%	N/A	N/A	N/A	Solo →
3	KO	COCA COLA CO	$32.5B	400,000,000	10.9%	N/A	N/A	N/A	Solo →
4	GOOGL	ALPHABET INC	$28.2B	78,791,167	9.4%	N/A	N/A	N/A	Solo →
5	BAC	BANK OF AMER CORP	$27.5B	483,394,015	9.2%	N/A	N/A	N/A	Solo →
6	CVX	CHEVRON CORPORATION	$14.0B	84,375,856	4.7%	N/A	N/A	N/A	Solo →
7	OXY	OCCIDENTAL PETE CORP	$12.9B	264,941,431	4.3%	N/A	N/A	N/A	Solo →
8	CB	CHUBB LIMITED	$11.7B	34,249,183	3.9%	N/A	N/A	N/A	Solo →
9	MCO	MOODYS CORP	$11.2B	24,669,778	3.7%	N/A	N/A	N/A	Solo →
10	GOOG	ALPHABET INC	$9.6B	27,188,433	3.2%	N/A	N/A	N/A	Solo →
11	KHC	KRAFT HEINZ CO	$7.7B	325,634,818	2.6%	N/A	N/A	N/A	Solo →
12	DVA	DAVITA INC	$6.4B	28,880,209	2.1%	N/A	N/A	N/A	Solo →
13	DAL	DELTA AIR LINES INC	$5.4B	57,320,000	1.8%	N/A	N/A	N/A	Solo →
14	SIRI	SIRIUSXM HOLDINGS INC	$3.7B	124,807,117	1.2%	N/A	N/A	N/A	Solo →
15	VRSN	VERISIGN INC	$2.3B	8,989,880	0.8%	N/A	N/A	N/A	Solo →
16	KR	KROGER CO	$2.2B	39,000,000	0.7%	N/A	N/A	N/A	Solo →
17	ALLY	ALLY FINL INC	$1.2B	27,000,000	0.4%	N/A	N/A	N/A	Solo →
18	LEN	LENNAR CORP	$1.2B	13,111,741	0.4%	N/A	N/A	N/A	Solo →
19	LLYVA	LIBERTY LIVE HOLDINGS INC	$1.1B	10,587,143	0.4%	N/A	N/A	N/A	Solo →
20	NYT	NEW YORK TIMES CO MTN BE	$1.1B	15,700,000	0.4%	N/A	N/A	N/A	Solo →
21	COF	CAPITAL ONE FINL CORP	$0.6B	3,000,000	0.2%	N/A	N/A	N/A	Solo →
22	LLYVA	LIBERTY LIVE HOLDINGS INC	$0.5B	4,986,588	0.2%	N/A	N/A	N/A	Solo →
23	LPX	LOUISIANA PAC CORP	$0.4B	5,664,793	0.1%	N/A	N/A	N/A	Solo →
24	NUE	NUCOR CORP	$0.4B	1,857,752	0.1%	N/A	N/A	N/A	Solo →
25	NVR	NVR INC	$0.1B	11,112	0.0%	N/A	N/A	N/A	Solo →
26	LEN	LENNAR CORP	$0.0B	298,117	0.0%	N/A	N/A	N/A	Solo →
27	JEF	JEFFERIES FINANCIAL GROUP IN	$0.0B	433,558	0.0%	N/A	N/A	N/A	Solo →

* Cost estimates based on avg price during quarter of acquisition. Actual cost basis may differ.

Analyze the top 8 together → 27 total positions

Quarter-over-quarter changes

Q2 2026 vs Q1 2026

New Buys

No new positions

Sold Out

STZ CONSTELLATION BRANDS INC Exited · was 632,890 shares

Increased

GOOG ALPHABET INC +658.3% · 27,188,433 shares

GOOGL ALPHABET INC +45.2% · 78,791,167 shares

DAL DELTA AIR LINES INC +44.0% · 57,320,000 shares

LEN LENNAR CORP +25.4% · 298,117 shares

NYT NEW YORK TIMES CO MTN BE +3.7% · 15,700,000 shares

Decreased

COF CAPITAL ONE FINL CORP -58.0% · 3,000,000 shares

NUE NUCOR CORP -52.5% · 1,857,752 shares

KR KROGER CO -22.0% · 39,000,000 shares

ALLY ALLY FINL INC -6.9% · 27,000,000 shares

BAC BANK OF AMER CORP -5.9% · 483,394,015 shares

DVA DAVITA INC -4.1% · 28,880,209 shares

Click to load holdings

Holdings come from SEC 13F-HR filings, filed quarterly with roughly a 45-day lag. Past positions do not indicate current holdings, and nothing here is financial advice.