Grand Portfolio
Combined latest 13F portfolios of 86 superinvestors
Latest period: Q2 2026 (reported so far)
Portfolio value: $1,126 B
Buys/adds reported over the last two quarters (Q1 2026 + Q2 2026) — 1,834 stocks
| Symbol |
Stock |
Buys |
New positions |
Adds |
Bought % ▼ |
| SUNB |
Sunbelt Rentals Holdings, Inc. |
11 |
11 |
|
65.561 |
| AMZN |
Amazon.com, Inc. |
16 |
2 |
14 |
28.201 |
| MSFT |
Microsoft Corp. |
20 |
2 |
18 |
24.205 |
| AZN |
AstraZeneca PLC |
2 |
1 |
1 |
16.497 |
| V |
Visa Inc. |
13 |
1 |
12 |
14.793 |
| ICLR |
ICON Public Ltd. Co. |
6 |
3 |
3 |
14.455 |
| NVDA |
NVIDIA Corp. |
10 |
4 |
6 |
13.691 |
| UBER |
Uber Technologies, Inc. |
9 |
1 |
8 |
13.471 |
| APP |
AppLovin Corp. |
4 |
1 |
3 |
12.383 |
| GOOG |
Alphabet Inc. |
7 |
2 |
5 |
12.040 |
| SPGI |
S&P Global Inc. |
6 |
2 |
4 |
11.814 |
| GPI |
Group 1 Automotive, Inc. |
2 |
|
2 |
11.782 |
| SGOV |
iShares 0-3 Month Treasury Bond ETF |
4 |
1 |
3 |
11.283 |
| META |
Meta Platforms, Inc. |
16 |
3 |
13 |
10.803 |
| ZS |
Zscaler, Inc. |
2 |
1 |
1 |
10.539 |
| NFLX |
Netflix, Inc. |
6 |
2 |
4 |
9.832 |
| MA |
Mastercard Inc. |
7 |
2 |
5 |
9.798 |
| SPY |
State Street SPDR S&P 500 ETF Trust |
6 |
2 |
4 |
9.663 |
| LIN |
Linde plc |
5 |
2 |
3 |
9.566 |
| GOOGL |
Alphabet Inc. |
7 |
3 |
4 |
8.438 |
| DCH |
Dauch Corp. |
2 |
1 |
1 |
7.933 |
| CPNG |
Coupang, Inc. |
5 |
3 |
2 |
7.876 |
| CVNA |
Carvana Co. |
4 |
|
4 |
7.825 |
| TSLA |
Tesla, Inc. |
4 |
2 |
2 |
7.230 |
| CRGY |
Crescent Energy Co. |
2 |
1 |
1 |
7.088 |
| MCO |
Moody's Corp. |
5 |
1 |
4 |
6.857 |
| VST |
Vistra Corp. |
4 |
1 |
3 |
6.324 |
| ALK |
Alaska Air Group, Inc. |
2 |
|
2 |
6.133 |
| TRU |
TransUnion |
3 |
|
3 |
6.092 |
| BFAM |
Bright Horizons Family Solutions Inc. |
3 |
1 |
2 |
6.063 |
| BRK.B |
Berkshire Hathaway CL B |
9 |
1 |
8 |
5.784 |
| DOLE |
Dole plc |
1 |
1 |
|
5.630 |
| CEG |
Constellation Energy Corp. |
2 |
1 |
1 |
5.616 |
| ADBE |
Adobe Inc. |
9 |
3 |
6 |
5.570 |
| SPOT |
Spotify Technology S.A. |
8 |
4 |
4 |
5.546 |
| AON |
Aon plc |
7 |
1 |
6 |
5.491 |
| KKR |
KKR & Co. Inc. |
2 |
1 |
1 |
5.489 |
| ASML |
ASML Holdings N.V. |
8 |
3 |
5 |
5.423 |
| MNDY |
monday.com Ltd. |
1 |
1 |
|
5.280 |
| PVH |
PVH Corp. |
2 |
1 |
1 |
5.209 |
| RYN |
Rayonier Inc. |
1 |
|
1 |
5.158 |
| PYPL |
PayPal Holdings, Inc. |
4 |
2 |
2 |
5.144 |
| ZTS |
Zoetis Inc. |
4 |
1 |
3 |
5.111 |
| NOW |
ServiceNow, Inc. |
6 |
3 |
3 |
4.990 |
| HOG |
Harley-Davidson, Inc. |
2 |
1 |
1 |
4.859 |
| GLW |
Corning Inc. |
4 |
3 |
1 |
4.644 |
| FISV |
Fiserv, Inc. |
9 |
1 |
8 |
4.545 |
| TSM |
Taiwan Semiconductor |
7 |
2 |
5 |
4.543 |
| CRM |
Salesforce, Inc. |
6 |
1 |
5 |
4.491 |
| NOMD |
Nomad Foods Ltd. |
1 |
|
1 |
4.444 |
| TER |
Teradyne, Inc. |
1 |
1 |
|
4.430 |
| SNDK |
Sandisk Corp. |
2 |
1 |
1 |
4.426 |
| ADP |
Automatic Data Processing, Inc. |
5 |
3 |
2 |
4.419 |
| XRAY |
DENTSPLY SIRONA Inc. |
4 |
1 |
3 |
4.305 |
| Z |
Zillow Group, Inc. |
3 |
1 |
2 |
4.239 |
| HUT |
Hut 8 Corp. |
2 |
2 |
|
4.230 |
| PDD |
PDD Holdings Inc. |
3 |
1 |
2 |
4.211 |
| WAT |
Waters Corp. |
9 |
6 |
3 |
4.124 |
| PGR |
The Progressive Corp. |
4 |
1 |
3 |
4.104 |
| GWRE |
Guidewire Software, Inc. |
2 |
|
2 |
4.064 |
| TFX |
Teleflex Inc. |
3 |
1 |
2 |
4.014 |
| MTZ |
MasTec, Inc. |
1 |
1 |
|
3.930 |
| VSNT |
Versant Media Group, Inc. |
5 |
5 |
|
3.911 |
| RHI |
Robert Half Inc. |
3 |
1 |
2 |
3.861 |
| DB |
Deutsche Bank Aktiengesellschaft |
2 |
1 |
1 |
3.841 |
| AAPL |
Apple Inc. |
7 |
2 |
5 |
3.770 |
| AVGO |
Broadcom Inc. |
8 |
1 |
7 |
3.748 |
| UA |
Under Armour, Inc. |
2 |
|
2 |
3.744 |
| DVN |
Devon Energy Corp. |
4 |
1 |
3 |
3.698 |
| CMCSA |
Comcast Corp. |
8 |
1 |
7 |
3.549 |
| CROX |
Crocs, Inc. |
5 |
2 |
3 |
3.544 |
| WIX |
Wix.com Ltd. |
2 |
2 |
|
3.540 |
| PTLO |
Portillo's Inc. |
2 |
1 |
1 |
3.505 |
| TECH |
Bio-Techne Corp. |
3 |
|
3 |
3.484 |
| BL |
BlackLine, Inc. |
1 |
|
1 |
3.464 |
| FRDM |
Freedom 100 Emerging Markets ETF |
1 |
1 |
|
3.408 |
| MELI |
MercadoLibre, Inc. |
7 |
3 |
4 |
3.400 |
| GDS |
GDS Holdings Ltd. |
1 |
1 |
|
3.340 |
| UPS |
United Parcel Service, Inc. |
4 |
1 |
3 |
3.279 |
| NCLH |
Norwegian Cruise Line Holdings Ltd. |
4 |
2 |
2 |
3.254 |
| MAT |
Mattel, Inc. |
3 |
|
3 |
3.234 |
| BAX |
Baxter International Inc. |
6 |
1 |
5 |
3.212 |
| CNQ |
Canadian Natural Resources Ltd. |
3 |
3 |
|
3.120 |
| PFE |
Pfizer Inc. |
4 |
1 |
3 |
3.106 |
| FERG |
Ferguson Enterprises Inc. |
7 |
1 |
6 |
3.030 |
| FICO |
Fair Isaac Corp. |
4 |
|
4 |
2.976 |
| MDLN |
Medline Inc. |
5 |
2 |
3 |
2.930 |
| PBR |
Petróleo Brasileiro S.A. - Petrobras |
1 |
1 |
|
2.930 |
| INTU |
Intuit Inc. |
7 |
4 |
3 |
2.922 |
| CSGP |
CoStar Group, Inc. |
4 |
1 |
3 |
2.905 |
| BLMN |
Bloomin' Brands, Inc. |
1 |
1 |
|
2.870 |
| USFD |
US Foods Holdings Corp. |
2 |
1 |
1 |
2.804 |
| BA |
The Boeing Co. |
4 |
1 |
3 |
2.769 |
| Q |
Qnity Electronics, Inc. |
2 |
|
2 |
2.758 |
| NU |
Nu Holdings Ltd. |
3 |
|
3 |
2.758 |
| JEF |
Jefferies Financial Group Inc. |
2 |
|
2 |
2.746 |
| MCK |
McKesson Corp. |
2 |
1 |
1 |
2.734 |
| NXPI |
NXP Semiconductors N.V. |
3 |
1 |
2 |
2.734 |
| PFGC |
Performance Food Group Co. |
2 |
1 |
1 |
2.720 |
| IREN |
IREN Ltd. |
1 |
|
1 |
2.666 |