Club Stocks

Names held by 3+ concentrated fundamental managers at ≥3% portfolio weight. These are the consensus quality picks across Buffett, Munger, Akre, Pabrai, Pershing, Tepper, Atreides, AltaRock, Smead, Wedgewood, Tiger Cubs, and others — filtering out multi-strat / quant / passive funds whose positions reflect systematic/hedging activity, not conviction.

Sort by:Most Holders Highest Conviction

Ticker	Issuer	# Holders	Avg Conviction	Combined $	Top Holders
AMZN	Amazon.com, Inc.	24	9.2%	$14.7B	AltaRock Partners LLC (38.2%), Third Point LLC (19.4%), Pershing Square Capita… (17.4%), Appaloosa LP (15.2%) +1 more
GOOG	ALPHABET INC	16	8.5%	$9.0B	Himalaya Capital Manag… (22.0%), Oakcliff Capital Partn… (15.0%), Gardner Russo & Quinn … (11.3%), Egerton Capital (UK) L… (11.0%) +1 more
META	Meta Platforms, Inc., Class A	16	7.6%	$8.5B	RV Capital GmbH (21.8%), Altimeter Capital Mana… (19.6%), Pershing Square Capita… (11.1%), Wedgewood Partners Inc (7.8%) +1 more
GOOGL	Alphabet Inc., Class A	15	8.3%	$26.7B	Himalaya Capital Manag… (22.9%), Lindsell Train Ltd (15.6%), Tiger Global Managemen… (13.4%), Abrams Capital Managem… (11.6%) +1 more
NVDA	NVIDIA Corp	15	8.5%	$11.7B	Altimeter Capital Mana… (28.6%), H&H International Inve… (12.1%), Situational Awareness … (11.5%), Hound Partners LLC (10.8%) +1 more
TSM	TAIWAN SEMICONDUCTOR MANUFAC	14	5.9%	$10.1B	Coatue Management LLC (10.8%), Wedgewood Partners Inc (9.0%), Tiger Global Managemen… (8.2%), Altimeter Capital Mana… (8.1%) +1 more
MSFT	Microsoft Corp	14	7.6%	$7.1B	AltaRock Partners LLC (16.8%), Pershing Square Capita… (15.3%), Triple Frond Partners … (13.6%), Jensen Investment Mana… (8.6%) +1 more
V	VISA INC	11	7.4%	$13.9B	TCI Fund Management Lt… (20.4%), Egerton Capital (UK) L… (13.8%), Akre Capital Managemen… (8.1%), AKO Capital LLP (7.0%) +1 more
BRK.B	BERKSHIRE HATHAWAY INC DEL	10	10.8%	$14.7B	Bill & Melinda Gates F… (25.8%), H&H International Inve… (21.9%), Semper Augustus Invest… (14.5%), Himalaya Capital Manag… (13.4%) +1 more
MCO	MOODYS CORP	8	8.6%	$19.4B	Valley Forge Capital M… (17.0%), TCI Fund Management Lt… (13.8%), AltaRock Partners LLC (9.1%), Akre Capital Managemen… (8.9%) +1 more
AAPL	Apple, Inc.	7	12.4%	$66.0B	H&H International Inve… (36.7%), Berkshire Hathaway Inc (22.0%), Jensen Investment Mana… (8.0%), Wedgewood Partners Inc (7.1%) +1 more
CVNA	CARVANA CO	6	30.2%	$4.0B	CAS Investment Partner… (81.7%), Greenoaks Capital Part… (57.5%), RV Capital GmbH (31.1%), Lone Pine Capital LLC (4.4%) +1 more
UBER	UBER TECHNOLOGIES INC	6	8.0%	$4.0B	Pershing Square Capita… (15.7%), Altimeter Capital Mana… (10.1%), Appaloosa LP (7.7%), Dorsey Asset Managemen… (6.2%) +1 more
MA	Mastercard Inc	6	11.7%	$3.3B	Valley Forge Capital M… (22.0%), Akre Capital Managemen… (18.6%), Gardner Russo & Quinn … (9.2%), Triple Frond Partners … (9.1%) +1 more
ASML	ASML HLDG NV	6	8.7%	$2.3B	Triple Frond Partners … (16.3%), Dorsey Asset Managemen… (14.8%), Lone Pine Capital LLC (6.9%), Valley Forge Capital M… (6.7%) +1 more
BN	BROOKFIELD CORP	5	8.0%	$4.1B	Pershing Square Capita… (17.6%), Akre Capital Managemen… (11.2%), Markel Group Inc (4.4%), Lone Pine Capital LLC (3.6%) +1 more
AVGO	Broadcom	5	5.4%	$3.9B	Situational Awareness … (7.4%), Coatue Management LLC (5.9%), Tiger Global Managemen… (4.9%), Torray LLC (4.5%) +1 more
BRK.A	Berkshire Hathaway Inc., Class A	5	8.1%	$2.7B	Gardner Russo & Quinn … (12.3%), Semper Augustus Invest… (9.9%), Tweedy Browne Co LLC (8.2%), Markel Group Inc (6.7%) +1 more
BAC	BANK AMERICA CORP	4	14.5%	$25.4B	Daily Journal Corp (40.5%), Berkshire Hathaway Inc (9.5%), Himalaya Capital Manag… (4.6%), Sound Shore Management… (3.4%)
GE	GE Aerospace	4	17.2%	$14.9B	TCI Fund Management Lt… (29.9%), Trian Fund Management,… (29.6%), AKO Capital LLP (5.5%), MAR VISTA INVESTMENT P… (3.6%)
COF	Capital One Financial Corp.	4	5.3%	$2.3B	Davis Selected Adviser… (7.2%), CAS Investment Partner… (6.0%), Brave Warrior Advisors… (4.5%), Lone Pine Capital LLC (3.3%)
CVS	CVS Health Corporation	4	5.2%	$2.2B	Fairfax Financial Hold… (10.0%), Davis Selected Adviser… (4.0%), Patient Capital Manage… (3.6%), Pzena Investment Manag… (3.2%)
DIS	DISNEY WALT CO	4	5.8%	$1.7B	Lindsell Train Ltd (9.8%), Kahn Brothers Group In… (6.5%), Viking Global Investor… (3.6%), Sound Shore Management… (3.1%)
TDG	TRANSDIGM GROUP INC	4	13.8%	$1.3B	AltaRock Partners LLC (25.5%), Triple Frond Partners … (12.8%), Oakcliff Capital Partn… (12.4%), MAR VISTA INVESTMENT P… (4.5%)
BKNG	BOOKING HOLDINGS INC	4	4.4%	$390M	Dorsey Asset Managemen… (5.5%), Wedgewood Partners Inc (4.8%), AKO Capital LLP (4.1%), Giverny Capital Inc (3.3%)
OXY	OCCIDENTAL PETE CORP	3	4.8%	$18.1B	Berkshire Hathaway Inc (6.5%), Smead Capital Manageme… (4.4%), H&H International Inve… (3.3%)
SCHW	SCHWAB CHARLES CORP	3	4.3%	$8.6B	Giverny Capital Inc (5.3%), Dodge & Cox (3.9%), Viking Global Investor… (3.9%)
SPGI	S&P GLOBAL INC	3	14.3%	$6.8B	Valley Forge Capital M… (22.1%), TCI Fund Management Lt… (13.2%), Dorsey Asset Managemen… (7.5%)
CP	CANADIAN PACIFIC KANSAS CITY	3	6.9%	$4.6B	Causeway Capital Manag… (8.5%), TCI Fund Management Lt… (8.1%), AKO Capital LLP (4.2%)
LRCX	LAM RESEARCH CORP	3	5.0%	$3.1B	Coatue Management LLC (7.4%), NZS Capital, LLC (4.1%), Tiger Global Managemen… (3.6%)
MU	MICRON TECHNOLOGY INC	3	7.3%	$1.8B	Appaloosa LP (9.5%), Situational Awareness … (7.4%), Atreides Management, L… (5.1%)
SNDK	SANDISK CORP	3	5.9%	$1.8B	Situational Awareness … (8.1%), Whale Rock Capital Man… (6.6%), Appaloosa LP (3.0%)
FICO	FAIR ISAAC CORP	3	13.1%	$1.5B	Valley Forge Capital M… (24.3%), Lindsell Train Ltd (8.5%), Akre Capital Managemen… (6.3%)
CRS	CARPENTER TECHNOLOGY CORP	3	5.8%	$1.4B	Third Point LLC (5.9%), Egerton Capital (UK) L… (5.8%), Lone Pine Capital LLC (5.7%)
C	CITIGROUP INC	3	8.6%	$1.2B	Kahn Brothers Group In… (16.9%), Patient Capital Manage… (5.9%), Pzena Investment Manag… (3.0%)
LEN	LENNAR CORP	3	8.3%	$1.1B	Greenhaven Associates … (15.2%), Brave Warrior Advisors… (5.2%), Oakcliff Capital Partn… (4.5%)
FERG	FERGUSON ENTERPRISES INC	3	6.1%	$1.1B	Baupost Group LLC (6.6%), Trian Fund Management,… (6.6%), Durable Capital Partne… (5.3%)
APP	APPLOVIN CORP	3	6.1%	$990M	Dorsey Asset Managemen… (10.0%), Lone Pine Capital LLC (4.7%), Whale Rock Capital Man… (3.6%)
SUNB	SUNBELT RENTALS HOLDINGS INC	3	6.7%	$750M	Dorsey Asset Managemen… (11.4%), Gardner Russo & Quinn … (4.7%), AKO Capital LLP (4.1%)
CPNG	COUPANG INC	3	10.9%	$750M	Greenoaks Capital Part… (21.1%), ShawSpring Partners LL… (6.4%), Abrams Capital Managem… (5.3%)
LIN	LINDE PLC	3	4.5%	$680M	Egerton Capital (UK) L… (5.9%), NZS Capital, LLC (3.8%), MAR VISTA INVESTMENT P… (3.7%)
NFLX	Netflix Inc	3	4.9%	$570M	Gardner Russo & Quinn … (6.3%), NIGHTVIEW CAPITAL, LLC (5.0%), Hound Partners LLC (3.4%)
IBKR	INTERACTIVE BROKERS GROUP IN	3	16.2%	$540M	Oakcliff Capital Partn… (30.5%), RV Capital GmbH (13.4%), Egerton Capital (UK) L… (4.7%)
APH	AMPHENOL CORP	3	3.6%	$500M	Egerton Capital (UK) L… (4.0%), MAR VISTA INVESTMENT P… (3.7%), NZS Capital, LLC (3.2%)
BABA	ALIBABA GROUP HLDG LTD	3	10.4%	$500M	ShawSpring Partners LL… (13.6%), Daily Journal Corp (10.2%), Appaloosa LP (7.3%)
NCLH	NORWEGIAN CRUISE LINE HLDGS	3	6.8%	$490M	Hound Partners LLC (13.4%), Patient Capital Manage… (3.9%), Ariel Investments LLC (3.1%)
DHR	DANAHER CORP DEL	3	5.7%	$320M	Dorsey Asset Managemen… (8.8%), Third Point LLC (4.8%), NZS Capital, LLC (3.5%)
RPRX	ROYALTY PHARMA PLC	3	6.5%	$310M	Dorsey Asset Managemen… (8.7%), Patient Capital Manage… (6.4%), Torray LLC (4.5%)
PEP	PEPSICO INC	3	4.3%	$260M	Lindsell Train Ltd (6.3%), Matrix Asset Advisors … (3.4%), Torray LLC (3.1%)
PGR	PROGRESSIVE CORP	3	3.5%	$220M	Giverny Capital Inc (3.8%), Wedgewood Partners Inc (3.4%), NZS Capital, LLC (3.2%)
LYV	LIVE NATION ENTERTAINMENT IN	3	4.8%	$200M	Dorsey Asset Managemen… (7.4%), Triple Frond Partners … (3.7%), Third Point LLC (3.4%)