All superinvestors

Consensus — where smart money is flowing

Stocks held by multiple superinvestors. More overlapping funds = stronger conviction signal.

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$MCO

MOODYS CORP

$17.6B across smart money

4 funds+1 new
Warren BuffettHeld4.1%Chris HohnAdded13.8%Chuck AkreTrimmed8.9%Li LuNew buy1.6%
$META

META PLATFORMS INC

$2.3B across smart money

4 funds+1 new
Bill AckmanHeld11.1%Mason MorfitTrimmed9.2%David TepperTrimmed4.2%Daniel LoebNew buy2.5%
$MSFT

MICROSOFT CORP

$3.1B across smart money

3 funds+1 new
Bill AckmanNew buy15.3%Chris HohnTrimmed2.2%David TepperTrimmed0.6%
$NVDA

NVIDIA CORPORATION

$476M across smart money

3 funds+1 new
David TepperTrimmed4.3%Michael BurryNew buy13.6%Daniel LoebTrimmed1.6%
$AAPL

APPLE INC

$57.9B across smart money

2 funds
Warren BuffettHeld22%Li LuTrimmed0.9%
$BAC

BANK AMERICA CORP

$25.2B across smart money

2 funds
Warren BuffettHeld9.5%Li LuTrimmed4.6%
$OXY

OCCIDENTAL PETE CORP

$17.3B across smart money

2 funds
Warren BuffettHeld6.5%Li LuTrimmed3%
$GE

GE AEROSPACE

$14.6B across smart money

2 funds
Chris HohnHeld29.8%Nelson PeltzHeld31.7%
$SPGI

S&P GLOBAL INC

$6.0B across smart money

2 funds+1 new
Chris HohnAdded13.2%Li LuNew buy1.6%
$BN

BROOKFIELD CORP

$3.1B across smart money

2 funds
Bill AckmanHeld17.6%Chuck AkreTrimmed11.2%
$UBER

UBER TECHNOLOGIES INC

$2.6B across smart money

2 funds
Bill AckmanHeld15.7%David TepperAdded7.7%
$QSR

RESTAURANT BRANDS INTL INC

$2.3B across smart money

2 funds
Bill AckmanHeld12.2%Seth KlarmanHeld11.7%
$LLYVK

LIBERTY LIVE HOLDINGS INC

$1.3B across smart money

2 funds
Warren BuffettHeld0.4%Mason MorfitHeld5.9%
$COF

CAPITAL ONE FINL CORP

$1.3B across smart money

2 funds
Warren BuffettHeld0.5%Daniel LoebTrimmed1.2%
$KKR

KKR & CO L P DEL

$925M across smart money

2 funds+1 new
Chuck AkreTrimmed10.1%Mason MorfitNew buy5.3%
$CRM

SALESFORCE INC

$712M across smart money

2 funds+1 new
Mason MorfitHeld9.8%Chuck AkreNew buy2.5%
$LLYVA

LIBERTY LIVE HOLDINGS INC

$620M across smart money

2 funds
Warren BuffettHeld0.2%Mason MorfitHeld2.9%
$PDD

PDD HOLDINGS INC

$563M across smart money

2 funds
Li LuTrimmed14.7%David TepperTrimmed1.5%
$TSM

TAIWAN SEMICONDUCTOR MANUFAC

$542M across smart money

2 funds
David TepperAdded7.6%Daniel LoebTrimmed4.5%
$KVUE

KENVUE INC

$483M across smart money

2 funds+1 new
Jeff SmithHeld10.5%David EinhornNew buy0.6%
$BRK-B

BERKSHIRE HATHAWAY INC DEL

$435M across smart money

2 funds
Li LuTrimmed13.4%Chuck AkreTrimmed0.1%
$HYG

ISHARES TR

$401M across smart money

2 funds+1 new
Paul SingerAdded2%Jeff SmithNew buy0.1%
$UNP

UNION PAC CORP

$398M across smart money

2 funds
Seth KlarmanTrimmed7.3%Daniel LoebTrimmed1.2%
$NCLH

NORWEGIAN CRUISE LINE HLDGS

$314M across smart money

2 funds+2 new
Paul SingerNew buy1.2%Seth KlarmanNew buy1.3%
$SDRL

SEADRILL LTD

$240M across smart money

2 funds
Paul SingerHeld1.1%David EinhornAdded1.3%
$RIG

TRANSOCEAN LTD

$239M across smart money

2 funds+1 new
Mohnish PabraiTrimmed32%Paul SingerNew buy0.5%
$LYV

LIVE NATION ENTERTAINMENT IN

$166M across smart money

2 funds
Mason MorfitTrimmed1.7%Daniel LoebTrimmed3.4%
$IWM

ISHARES TR

$127M across smart money

2 funds+1 new
Paul SingerNew buy0.6%Jeff SmithAdded0.1%
$GLD

SPDR GOLD TR

$115M across smart money

2 funds+1 new
David EinhornTrimmed3.6%Daniel LoebNew buy2%
$MOH

MOLINA HEALTHCARE INC

$108M across smart money

2 funds+1 new
Seth KlarmanHeld1.7%Michael BurryNew buy1.7%
$LRCX

LAM RESEARCH CORP

$98M across smart money

2 funds+1 new
David TepperTrimmed1.4%Daniel LoebNew buy0.8%
$ASML

ASML HLDG NV

$81M across smart money

2 funds+1 new
David TepperTrimmed1.1%Daniel LoebNew buy0.8%