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	30	8.3%	$18.5B	AltaRock Partners LLC (32.2%), Greenlea Lane Capital … (18.4%), Baupost Group LLC (16.5%), ShawSpring Partners LL… (16.1%) +1 more
GOOG	ALPHABET INC	25	7.8%	$25.4B	Himalaya Capital Manag… (23.4%), Oakcliff Capital Partn… (15.6%), Gardner Russo & Quinn … (12.1%), Chou Associates Manage… (11.8%) +1 more
GOOGL	ALPHABET INC	22	8.0%	$39.1B	Himalaya Capital Manag… (24.6%), Lindsell Train Ltd (17.5%), Ruane, Cunniff & Goldf… (11.1%), Greenlea Lane Capital … (9.8%) +1 more
META	META PLATFORMS INC	20	6.5%	$10.6B	RV Capital GmbH (20.4%), Hound Partners LLC (11.8%), Pershing Square Capita… (9.3%), Wedgewood Partners Inc (8.9%) +1 more
MSFT	MICROSOFT CORP	19	7.0%	$7.9B	AltaRock Partners LLC (20.5%), Pershing Square Capita… (11.9%), Triple Frond Partners … (11.7%), Vulcan Value Partners,… (11.2%) +1 more
V	VISA INC	17	7.0%	$18.4B	TCI Fund Management Lt… (19.8%), Egerton Capital (UK) L… (14.1%), AKO Capital LLP (7.9%), Akre Capital Managemen… (7.4%) +1 more
TSM	TAIWAN SEMICONDUCTOR MANUFAC	16	6.3%	$13.3B	Wedgewood Partners Inc (10.4%), Appaloosa LP (10.2%), Tiger Global Managemen… (9.7%), Coatue Management LLC (8.8%) +1 more
NVDA	NVIDIA CORPORATION	14	7.7%	$9.4B	Altimeter Capital Mana… (19.2%), Hound Partners LLC (11.3%), Tiger Global Managemen… (9.3%), Mairs & Power Inc (8.6%) +1 more
BRK.B	BERKSHIRE HATHAWAY INC DEL	13	16.6%	$17.0B	Check Capital Manageme… (68.6%), Aquamarine Zurich AG (33.9%), H&H International Inve… (24.2%), Bill & Melinda Gates F… (21.4%) +1 more
MA	MASTERCARD INCORPORATED	12	9.2%	$5.7B	Akre Capital Managemen… (19.9%), Valley Forge Capital M… (17.6%), Aquamarine Zurich AG (14.3%), AltaRock Partners LLC (9.3%) +1 more
MCO	MOODYS CORP	10	7.9%	$20.0B	Valley Forge Capital M… (19.1%), TCI Fund Management Lt… (12.3%), Akre Capital Managemen… (10.2%), Aquamarine Zurich AG (8.5%) +1 more
AAPL	APPLE INC	9	11.2%	$74.5B	H&H International Inve… (41.0%), Berkshire Hathaway Inc (22.0%), Wedgewood Partners Inc (7.8%), MAR VISTA INVESTMENT P… (6.5%) +1 more
BRK.A	BERKSHIRE HATHAWAY INC DEL	8	17.2%	$2.4B	Punch Card Management … (42.4%), Chou Associates Manage… (29.7%), Aquamarine Zurich AG (15.6%), Greenlea Lane Capital … (12.9%) +1 more
SPGI	S&P GLOBAL INC	6	8.8%	$7.6B	Valley Forge Capital M… (19.9%), TCI Fund Management Lt… (10.9%), Dorsey Asset Managemen… (8.3%), Pershing Square Capita… (5.4%) +1 more
AMAT	APPLIED MATLS INC	6	7.5%	$5.9B	Abrams Bison Investmen… (19.5%), Coatue Management LLC (6.3%), Cantillon Capital Mana… (5.5%), Lone Pine Capital LLC (5.3%) +1 more
COF	CAPITAL ONE FINL CORP	6	4.7%	$4.8B	Davis Selected Adviser… (7.1%), Ruane, Cunniff & Goldf… (6.1%), Brave Warrior Advisors… (4.3%), Abrams Bison Investmen… (4.2%) +1 more
UBER	UBER TECHNOLOGIES INC	6	7.0%	$4.7B	Pershing Square Capita… (12.7%), Dorsey Asset Managemen… (8.1%), Appaloosa LP (7.2%), Altimeter Capital Mana… (5.4%) +1 more
AVGO	BROADCOM INC	6	5.9%	$3.3B	Cantillon Capital Mana… (10.6%), Polen Capital Manageme… (6.4%), Torray LLC (5.2%), MAR VISTA INVESTMENT P… (5.1%) +1 more
SPCX	SPACE EXPLORATION TECHN CORP	5	27.7%	$28.8B	Capricorn Investment G… (91.8%), Atreides Management, L… (32.6%), Coatue Management LLC (6.5%), NIGHTVIEW CAPITAL, LLC (4.5%) +1 more
CVNA	CARVANA CO	5	35.5%	$4.1B	CAS Investment Partner… (78.8%), Greenoaks Capital Part… (59.6%), RV Capital GmbH (30.3%), Durable Capital Partne… (4.3%) +1 more
BN	BROOKFIELD CORP	5	9.6%	$3.8B	Greenlea Lane Capital … (16.3%), Pershing Square Capita… (12.6%), Akre Capital Managemen… (10.1%), Check Capital Manageme… (5.0%) +1 more
CVS	CVS HEALTH CORP	5	5.6%	$2.9B	Fairfax Financial Hold… (10.6%), Davis Selected Adviser… (5.3%), Patient Capital Manage… (4.2%), Hillman Capital Manage… (4.2%) +1 more
NFLX	NETFLIX INC.	5	4.4%	$1.9B	Greenlea Lane Capital … (5.4%), Pershing Square Capita… (4.8%), Gardner Russo & Quinn … (4.6%), Fundsmith LLP (3.7%) +1 more
SUNB	SUNBELT RENTALS HOLDINGS INC	5	6.7%	$1.4B	AKO Capital LLP (10.6%), Abrams Bison Investmen… (7.5%), Dorsey Asset Managemen… (5.5%), Ruane, Cunniff & Goldf… (5.0%) +1 more
BAC	BANK OF AMER CORP	4	15.1%	$27.9B	Daily Journal Corp (44.4%), Berkshire Hathaway Inc (9.2%), Sound Shore Management… (3.6%), Smead Capital Manageme… (3.2%)
GE	GE AEROSPACE	4	20.2%	$19.6B	Trian Fund Management,… (35.6%), TCI Fund Management Lt… (33.6%), AKO Capital LLP (6.7%), MAR VISTA INVESTMENT P… (4.8%)
MU	MICRON TECHNOLOGY INC	4	13.8%	$11.2B	Situational Awareness … (27.5%), Appaloosa LP (14.6%), Coatue Management LLC (7.5%), Atreides Management, L… (5.7%)
LRCX	LAM RESEARCH CORP	4	5.8%	$6.1B	Coatue Management LLC (8.4%), NZS Capital, LLC (6.0%), Tiger Global Managemen… (5.7%), Polen Capital Manageme… (3.2%)
GEV	GE VERNOVA INC	4	4.2%	$4.5B	Coatue Management LLC (6.2%), Tiger Global Managemen… (3.9%), Fundsmith LLP (3.5%), MAR VISTA INVESTMENT P… (3.0%)
ASML	ASML HLDG NV	4	13.9%	$2.0B	Triple Frond Partners … (21.1%), Dorsey Asset Managemen… (16.6%), Valley Forge Capital M… (10.9%), Lone Pine Capital LLC (6.9%)
TDG	TRANSDIGM GROUP INC	4	14.8%	$1.6B	AltaRock Partners LLC (27.5%), Triple Frond Partners … (12.7%), Oakcliff Capital Partn… (12.0%), Vulcan Value Partners,… (6.9%)
ICLR	ICON PUB LTD CO	4	6.8%	$1.4B	Brave Warrior Advisors… (11.9%), Greenhaven Associates … (6.2%), Ruane, Cunniff & Goldf… (5.5%), Muhlenkamp & Co Inc (3.3%)
LEN	LENNAR CORP	4	6.1%	$1.4B	Greenhaven Associates … (11.8%), Brave Warrior Advisors… (4.7%), Oakcliff Capital Partn… (4.0%), Smead Capital Manageme… (3.9%)
ADI	ANALOG DEVICES INC	4	5.5%	$1.3B	First Pacific Advisors… (7.8%), AKO Capital LLP (5.7%), Cantillon Capital Mana… (5.3%), Markel Group Inc (3.0%)
NCLH	NORWEGIAN CRUISE LINE HLDGS	4	6.7%	$760M	Hound Partners LLC (16.4%), Patient Capital Manage… (4.2%), Ariel Investments LLC (3.3%), Baupost Group LLC (3.0%)
IBKR	INTERACTIVE BROKERS GROUP IN	4	14.1%	$540M	Oakcliff Capital Partn… (33.4%), RV Capital GmbH (12.8%), Cantillon Capital Mana… (6.8%), Egerton Capital (UK) L… (3.5%)
LYV	LIVE NATION ENTERTAINMENT IN	4	4.6%	$380M	Dorsey Asset Managemen… (7.7%), Third Point LLC (4.4%), Triple Frond Partners … (3.2%), Cantillon Capital Mana… (3.1%)
AXP	AMERICAN EXPRESS CO	3	12.2%	$51.5B	Berkshire Hathaway Inc (17.1%), Aquamarine Zurich AG (15.3%), Smead Capital Manageme… (4.1%)
OXY	OCCIDENTAL PETE CORP	3	4.8%	$13.0B	Chou Associates Manage… (7.0%), Berkshire Hathaway Inc (4.3%), Smead Capital Manageme… (3.0%)
SCHW	SCHWAB CHARLES CORP	3	5.2%	$7.7B	Ruane, Cunniff & Goldf… (6.6%), Giverny Capital Inc (5.2%), Dodge & Cox (3.7%)
CP	CANADIAN PACIFIC KANSAS CITY	3	6.2%	$4.7B	TCI Fund Management Lt… (7.4%), Causeway Capital Manag… (6.3%), AKO Capital LLP (4.9%)
CBRS	CEREBRAS SYSTEMS INC	3	8.4%	$4.0B	Altimeter Capital Mana… (16.2%), Atreides Management, L… (5.9%), Coatue Management LLC (3.2%)
BDX	BECTON DICKINSON & CO	3	5.8%	$3.3B	Greenhaven Associates … (9.9%), First Pacific Advisors… (4.0%), First Eagle Investment… (3.5%)
PDD	PDD HOLDINGS INC	3	14.8%	$2.8B	Himalaya Capital Manag… (22.2%), Punch Card Management … (12.4%), H&H International Inve… (10.0%)
NBIS	NEBIUS GROUP N.V.	3	6.6%	$2.5B	Lone Pine Capital LLC (7.2%), Hound Partners LLC (6.4%), Situational Awareness … (6.1%)
ALAB	ASTERA LABS INC	3	4.9%	$1.9B	Whale Rock Capital Man… (6.1%), Maverick Capital Ltd (4.5%), Atreides Management, L… (4.1%)
BAX	BAXTER INTL INC	3	3.8%	$1.7B	Pzena Investment Manag… (4.1%), Hillman Capital Manage… (3.6%), Greenhaven Associates … (3.5%)
FICO	FAIR ISAAC CORP	3	14.8%	$1.5B	Valley Forge Capital M… (25.8%), Lindsell Train Ltd (10.3%), Akre Capital Managemen… (8.4%)
TSLA	TESLA INC	3	14.7%	$1.5B	NIGHTVIEW CAPITAL, LLC (31.2%), H&H International Inve… (7.4%), Greenlea Lane Capital … (5.5%)
TXN	TEXAS INSTRS INC	3	3.6%	$1.4B	Fundsmith LLP (3.9%), NZS Capital, LLC (3.8%), Davis Selected Adviser… (3.1%)
LLY	ELI LILLY & CO	3	5.0%	$1.4B	Polen Capital Manageme… (6.9%), Jensen Investment Mana… (4.5%), Mairs & Power Inc (3.5%)
ELV	ELEVANCE HEALTH INC FORMERLY	3	7.7%	$1.3B	Baupost Group LLC (9.1%), Brave Warrior Advisors… (8.2%), Ruane, Cunniff & Goldf… (5.9%)
SYK	STRYKER CORPORATION	3	4.9%	$1.1B	Fundsmith LLP (6.7%), Jensen Investment Mana… (4.5%), MAR VISTA INVESTMENT P… (3.5%)
APH	AMPHENOL CORP	3	5.8%	$1.1B	Egerton Capital (UK) L… (8.3%), NZS Capital, LLC (4.7%), MAR VISTA INVESTMENT P… (4.5%)
MKL	MARKEL GROUP INC	3	6.1%	$990M	Greenlea Lane Capital … (10.9%), Check Capital Manageme… (4.1%), Davis Selected Adviser… (3.4%)
DASH	DOORDASH INC	3	5.4%	$910M	Durable Capital Partne… (7.5%), Triple Frond Partners … (4.9%), Greenoaks Capital Part… (3.9%)
IFF	INTERNATIONAL FLAVORS&FRAGRA	3	4.3%	$780M	First Pacific Advisors… (5.3%), ICAHN CARL C (4.1%), Hillman Capital Manage… (3.6%)
CRH	CRH PLC	3	5.2%	$760M	Hound Partners LLC (6.0%), Third Point LLC (5.0%), Egerton Capital (UK) L… (4.5%)
C	CITIGROUP INC	3	9.5%	$710M	Kahn Brothers Group In… (16.9%), Patient Capital Manage… (6.4%), First Pacific Advisors… (5.2%)
CPNG	COUPANG INC	3	10.0%	$690M	Greenoaks Capital Part… (18.9%), ShawSpring Partners LL… (6.9%), Abrams Capital Managem… (4.1%)
QCOM	QUALCOMM INC	3	3.4%	$490M	Matrix Asset Advisors … (3.7%), Altimeter Capital Mana… (3.5%), Sound Shore Management… (3.1%)
KHC	KRAFT HEINZ CO	3	6.9%	$430M	Fairfax Financial Hold… (12.8%), Southeastern Asset Man… (4.5%), Hillman Capital Manage… (3.4%)
RPRX	ROYALTY PHARMA PLC	3	6.7%	$370M	Dorsey Asset Managemen… (8.8%), Patient Capital Manage… (6.6%), Torray LLC (4.5%)
BKNG	BOOKING HOLDINGS INC	3	5.5%	$250M	Dorsey Asset Managemen… (8.5%), Wedgewood Partners Inc (4.9%), Giverny Capital Inc (3.1%)
PYPL	PAYPAL HLDGS INC	3	6.4%	$170M	Punch Card Management … (10.6%), Lindsell Train Ltd (5.2%), Chou Associates Manage… (3.3%)