Tech Titans Top Super Investor Portfolios as Microsoft Leads the Pack
Investors often look to the portfolios of successful fund managers to understand where big money is flowing. Dataroma data shows that as of June 30, 2026, technology, digital payments, and financial companies dominate the list of stocks most widely held by 'super investors'. Microsoft tops the list with Alphabet, Amazon, Meta Platforms, Visa, and Berkshire Hathaway following closely behind.
Microsoft is the most widely held stock among super investors, with 37 major investors holding it. Bill Ackman's Pershing Square has a significant position in Microsoft, with the stock making up 11.89% of its portfolio. AltaRock Partners also has a substantial stake in Microsoft, with the company accounting for 20.54% of its portfolio.
Alphabet is the second most held stock among super investors, with 36 major investors holding it. Li Lu's Himalaya Capital has a large investment in Alphabet, with the company making up 24.55% of its portfolio. Berkshire Hathaway recently added nearly $17 billion to its Alphabet position.
The top 10 most widely held stocks among super investors are dominated by technology and digital payments companies. Amazon ranks third on the list, with 34 super investors holding it. The company's market value briefly crossed $3 trillion in early August after its cloud business reported revenue of $42.2 billion, beating expectations.
Meta Platforms is held by 31 investors and makes up about 1.58% of their combined portfolios. Robert Vinall's RV Capital has made Meta one of its biggest investments, with the stock accounting for 20.45% of its portfolio.