Aggiornamenti portafogli
- Howard Marks — Oaktree Capital Management20 mag 2026
- Duan Yongping — H&H International Investment19 mag 2026
- Warren Buffett — Berkshire Hathaway15 mag 2026
- Bill Ackman — Pershing Square Capital Management15 mag 2026
- David Tepper — Appaloosa15 mag 2026
- Daniel Loeb — Third Point15 mag 2026
- Li Lu — Himalaya Capital Management15 mag 2026
- Abrams Bison Investments — Abrams Bison Investments15 mag 2026
- Lee Ainslie — Maverick Capital15 mag 2026
- Viking Global Investors — Viking Global Investors15 mag 2026
- Bruce Berkowitz — Fairholme Capital Management15 mag 2026
- Bill Nygren — Harris Associates15 mag 2026
- Bill & Melinda Gates Foundation Trust — Bill & Melinda Gates Foundation Trust15 mag 2026
- Norbert Lou — Punch Card Management15 mag 2026
- Henry Ellenbogen — Durable Capital Partners15 mag 2026
- Christopher Bloomstran — Semper Augustus Investments15 mag 2026
- Mason Hawkins — Southeastern Asset Management15 mag 2026
- Glenn Greenberg — Brave Warrior Advisors15 mag 2026
- Stephen Mandel — Lone Pine Capital15 mag 2026
- Alex Roepers — Atlantic Investment Management15 mag 2026
- Valley Forge Capital Management — Valley Forge Capital Management15 mag 2026
- David Rolfe — Wedgewood Partners15 mag 2026
- Chase Coleman — Tiger Global Management15 mag 2026
- Glenn Welling — Engaged Capital15 mag 2026
- Clifford Sosin — CAS Investment Partners15 mag 2026
- AltaRock Partners — AltaRock Partners15 mag 2026
- Francois Rochon — Giverny Capital15 mag 2026
- Bryan Lawrence — Oakcliff Capital15 mag 2026
- Bill Miller — Miller Value Partners15 mag 2026
- Pat Dorsey — Dorsey Asset Management15 mag 2026
- Chris Hohn — TCI Fund Management15 mag 2026
- AKO Capital — AKO Capital15 mag 2026
- Prem Watsa — Fairfax Financial Holdings15 mag 2026
- Hillman Capital Management — Hillman Capital Management15 mag 2026
- Triple Frond Partners — Triple Frond Partners15 mag 2026
- Tom Bancroft — Makaira Partners15 mag 2026
- Greg Alexander — Conifer Management15 mag 2026
- Seth Klarman — Baupost Group14 mag 2026
- Mohnish Pabrai — Dalal Street14 mag 2026
- Chuck Akre — Akre Capital Management14 mag 2026
- John Rogers — Ariel Investments14 mag 2026
- David Abrams — Abrams Capital Management14 mag 2026
- First Eagle Investment Management — First Eagle Investment Management14 mag 2026
- Dennis Hong — ShawSpring Partners14 mag 2026
- Sarah Ketterer — Causeway Capital Management14 mag 2026
- Wallace Weitz — Weitz Investment Management14 mag 2026
- Dodge & Cox — Dodge & Cox14 mag 2026
- Francis Chou — Chou Associates Management14 mag 2026
- Samantha McLemore — Patient Capital Management14 mag 2026
- Polen Capital Management — Polen Capital Management14 mag 2026
- Mairs & Power — Mairs & Power14 mag 2026
- John Armitage — Egerton Capital13 mag 2026
- Thomas Russo — Gardner Russo & Quinn13 mag 2026
- Vulcan Value Partners — Vulcan Value Partners11 mag 2026
- Robert Vinall — RV Capital11 mag 2026
- Josh Tarasoff — Greenlea Lane Capital11 mag 2026
- Kahn Brothers Group — Kahn Brothers Group8 mag 2026
- Harry Burn — Sound Shore Management7 mag 2026
- William Von Mueffling — Cantillon Capital Management7 mag 2026
- Christopher Davis — Davis Selected Advisers7 mag 2026
- Tweedy Browne — Tweedy Browne6 mag 2026
- Jensen Investment Management — Jensen Investment Management5 mag 2026
- Thomas Gayner — Markel Group1 mag 2026
- Yacktman Asset Management — Yacktman Asset Management1 mag 2026
- Lindsell Train — Lindsell Train24 apr 2026
- Richard Pzena — Pzena Investment Management24 apr 2026
- David Katz — Matrix Asset Advisors22 apr 2026
- Robert Olstein — Olstein Capital Management21 apr 2026
- Greenhaven Associates — Greenhaven Associates6 apr 2026
- Michael Burry — Scion Asset Management3 nov 2025
Statistiche dei portafogli
Top “big bet”
| Max % portafoglio | N. fondi | |
| CVNA - Carvana Co | 81.67% | 7 |
| BRK/A - Berkshire Hathaway Inc Del | 38.47% | 14 |
| AMZN - Amazon Com Inc | 38.20% | 29 |
| AAPL - Apple Inc | 36.72% | 20 |
| SUNB - Sunbelt Rentals Holdings Inc | 35.38% | 10 |
| MOH - Molina Healthcare Inc | 35.11% | 4 |
| IBKR - Interactive Brokers Group In | 30.50% | 5 |
| GE - Ge Aerospace | 29.85% | 7 |
| EQH - Equitable Hldgs Inc | 29.75% | 3 |
| VFC - V F Corp | 26.20% | 3 |
“Big bet” = posizioni possedute da almeno 2 superinvestor.
Fonte: dichiarazioni 13F-HR alla SEC (EDGAR). Mapping CUSIP→ticker via OpenFIGI. Non è consulenza finanziaria.