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Fund Consensus

FundConsensus (fundconsensus.com) — smart-money consensus from quarterly SEC 13F filings. Scores update each quarter after filings land (~45-day lag).

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Data from SEC EDGAR 13F-HR filings. Not investment advice — holdings are reported quarterly with a lag and may have changed. Verify on SEC EDGAR.

Fund Consensus · fundconsensus.com

Fund Overlap

Stocks held by 3+ tracked superinvestor funds — 2026-Q2

Current cycle — Q2 2026 • ended Jun 30, 2026 • 13F due ~Aug 14 • 73d old • 14/16 funds filed • latest filing Aug 14 • prices as of 7:21 PM ET

GOOGALPHABET INC5 funds

Himalaya Capital Management23.4%Oakcliff Capital Partners15.6%Baupost Group9.0%Appaloosa Management8.5%Berkshire Hathaway3.2%

AMZNAMAZON COM INC5 funds

Baupost Group16.5%Appaloosa Management15.4%ValueAct Capital12.4%Pershing Square10.5%Third Point8.9%

FBMETA PLATFORMS INC4 funds

Pershing Square9.2%ValueAct Capital9.2%Appaloosa Management4.9%Miller Value Partners0.9%

GOOGLALPHABET INC3 funds

Himalaya Capital Management24.5%Berkshire Hathaway9.4%Third Point7.8%

AAPLAPPLE INC3 funds

Berkshire Hathaway22.0%Appaloosa Management3.1%Himalaya Capital Management0.9%

VVISA INC3 funds

ValueAct Capital14.1%Pershing Square5.8%Baupost Group4.4%

BLCOBausch Plus Lomb Corp.3 funds

Oaktree Capital0.8%Icahn Capital0.7%Third Point0.0%

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