Konsensüs (En Çok Tutulan)

Usta yatırımcı seti · 2026 Q2

Konsensüs listesi 2026 Q2 13F bildirimlerine dayanır (72 fon) ve hisseyi tutan usta yatırımcı sayısına göre sıralanır; 1. sıra: GOOGL (34 fon).

300 / 1,920
#SembolŞirketToplam DeğerOrt. AğırlıkFonYBB GetiriKimler Tutuyor
1GOOGLALPHABET INC$48.64B4.8%34Himalaya Capital, Lindsell Train, Ruane, Cunniff & Goldfarb
2AMZNAMAZON COM INC$30.25B6.2%34Greenlea Lane Capital, Pershing Square, Baupost Group
3MSFTMICROSOFT CORP$14.89B2.4%31Pershing Square, Polen Capital Management, Altimeter Capital Management
4METAMETA PLATFORMS INC$18.68B4.4%30RV Capital, Hound Partners, Pershing Square
5GOOGALPHABET INC$30.70B5.7%28Himalaya Capital, Gardner Russo & Quinn, Chou Associates
6TSMTaiwan Semiconductor Manufac$19.12B6.0%26Lansdowne Partners (UK), Stockbridge Partners, Light Street Capital Management
7VVISA INC$21.21B4.7%24TCI Fund Management, Egerton Capital (UK), ValueAct Holdings
8BRK-BBERKSHIRE HATHAWAY INC DEL$15.84B7.1%23Aquamarine, H&H International Investment, Gates Foundation Trust
9NVDANVIDIA CORPORATION$20.84B4.8%21Altimeter Capital Management, Hound Partners, Sands Capital Management
10AAPLAPPLE INC$74.97B4.2%19H&H International Investment, Berkshire Hathaway, Chou Associates
11MAMASTERCARD INCORPORATED$5.24B5.0%17Akre Capital Management, Valley Forge Capital, Aquamarine
12UBERUBER TECHNOLOGIES INC$5.10B3.2%17Pershing Square, Dorsey Asset Management, Appaloosa
13AVGOBroadcom Inc$5.15B2.4%16Cantillon Capital Management, Light Street Capital Management, Polen Capital Management
14SPGIS&P GLOBAL INC$7.01B3.4%15Valley Forge Capital, TCI Fund Management, Dorsey Asset Management
15NFLXNETFLIX INC.$3.62B1.3%15Greenlea Lane Capital, Gardner Russo & Quinn, Fundsmith
16AXPAMERICAN EXPRESS CO$52.53B3.0%14Berkshire Hathaway, Aquamarine, Smead Capital Management
17MCOMOODYS CORP$20.02B4.6%14Valley Forge Capital, TCI Fund Management, Akre Capital Management
18AMDAdvanced Micro Devices Inc$3.47B3.4%14Dragoneer Investment Group, Light Street Capital Management, Whale Rock Capital Management
19DISDISNEY WALT CO$2.30B2.3%14Lindsell Train, Corvex Management, Kahn Brothers Group
20AMATAPPLIED MATLS INC$6.07B2.5%13Coatue Management, Cantillon Capital Management, Lone Pine Capital
21BRK-ABERKSHIRE HATHAWAY INC DEL$3.38B10.4%13Punch Card Management, Chou Associates, Aquamarine
22DHRDanaher Corp Del$987.3M1.8%13Dorsey Asset Management, Weitz Investment Management, Glenview Capital Management
23SPCXSPACE EXPLORATION TECHN CORP$15.14B6.2%12Dragoneer Investment Group, Baillie Gifford, Coatue Management
24SPOTSPOTIFY TECHNOLOGY S A$6.19B1.9%12Greenlea Lane Capital, ValueAct Holdings, Baillie Gifford
25CPNGCoupang Inc$3.93B1.1%12Light Street Capital Management, Tiger Global, Baillie Gifford
26COFCAPITAL ONE FINL CORP$7.14B2.2%11Davis Selected Advisers, Ruane, Cunniff & Goldfarb, Third Point
27LRCXLam Research Corp$7.02B2.5%11Coatue Management, Tiger Global, Polen Capital Management
28MELIMercadolibre Inc$6.75B1.7%11Durable Capital Partners, Baillie Gifford, Light Street Capital Management
29SUNBSUNBELT RENTALS HOLDINGS INC$6.07B1.9%11Dorsey Asset Management, Ruane, Cunniff & Goldfarb, Gardner Russo & Quinn
30SESea Ltd$6.04B1.4%11Tiger Global, Baillie Gifford, Duquesne Family Office
31PMPHILIP MORRIS INTL INC$2.83B1.4%11Gardner Russo & Quinn, Fundsmith, First Eagle Investment Management
32CRHCrh Plc$2.46B2.4%11Hound Partners, Third Point, Egerton Capital (UK)
33FERGFERGUSON ENTERPRISES INC$1.51B2.1%11Durable Capital Partners, Baupost Group, Cantillon Capital Management
34JPMJPMORGAN CHASE & CO$1.45B0.8%11Smead Capital Management, Viking Global, Hosking Partners
35SCHWSCHWAB CHARLES CORP$11.56B2.9%10Ruane, Cunniff & Goldfarb, Giverny Capital, Yacktman Asset Management
36UNHUNITEDHEALTH GROUP INC$5.11B1.4%10Ruane, Cunniff & Goldfarb, Smead Capital Management, Davis Selected Advisers
37ELVELEVANCE HEALTH INC FORMERLY$4.54B2.5%10Baupost Group, Ruane, Cunniff & Goldfarb, First Eagle Investment Management
38TMOThermo Fisher Scientific Inc$3.79B2.6%10Lindsell Train, Glenview Capital Management, Weitz Investment Management
39ASMLASML HLDG NV$3.60B4.6%10Dorsey Asset Management, Valley Forge Capital, Lone Pine Capital
40CVNACarvana Co$3.41B5.2%10RV Capital, Sachem Head Capital Management, Durable Capital Partners
41TXNTEXAS INSTRS INC$2.22B1.4%10Fundsmith, Davis Selected Advisers, Findlay Park Partners
42UNPUNION PAC CORP$1.95B1.5%10Baupost Group, Corvex Management, Third Point
43ADIANALOG DEVICES INC$1.60B3.1%10Lansdowne Partners (UK), First Pacific Advisors, Cantillon Capital Management
44PEPPEPSICO INC$695.4M1.0%10Lindsell Train, Yacktman Asset Management, Elliott Investment Management
45BACBANK OF AMER CORP$29.22B1.9%9Berkshire Hathaway, Smead Capital Management, Harris Associates
46MUMicron Technology Inc$5.85B3.8%9Appaloosa, Coatue Management, Hosking Partners
47NUNU HLDGS LTD$4.51B1.3%9Lone Pine Capital, Baillie Gifford, Dragoneer Investment Group
48CMCSACOMCAST CORP NEW$4.31B0.9%9First Pacific Advisors, First Eagle Investment Management, Dodge & Cox
49WFCWELLS FARGO & CO$4.29B1.1%9Davis Selected Advisers, Chou Associates, Dodge & Cox
50DEDeere & Co$4.24B2.4%9Stockbridge Partners, Gates Foundation Trust, Markel Group
51CBRSCEREBRAS SYSTEMS INC$4.11B3.0%9Altimeter Capital Management, Coatue Management, Dragoneer Investment Group
52TSLATESLA INC$3.21B2.4%9ARK Investment Management, H&H International Investment, Greenlea Lane Capital
53LINLinde Plc$2.06B1.7%9Lansdowne Partners (UK), Lone Pine Capital, Soros Fund Management
54KOCOCA COLA CO$32.75B1.7%8Berkshire Hathaway, Yacktman Asset Management, Soros Fund Management
55BNBROOKFIELD CORP$6.45B6.3%8Pershing Square, Greenlea Lane Capital, Akre Capital Management
56APPAPPLOVIN CORP$5.89B3.6%8Dorsey Asset Management, Lone Pine Capital, Baillie Gifford
57CPCANADIAN PACIFIC KANSAS CITY$4.53B1.8%8TCI Fund Management, Findlay Park Partners, Cantillon Capital Management
58AONAON PLC$3.63B1.9%8Weitz Investment Management, Baupost Group, First Pacific Advisors
59DASHDOORDASH INC$2.89B1.7%8Durable Capital Partners, Gardner Russo & Quinn, Sands Capital Management
60STXSeagate Technology Hldngs Pl$2.59B3.0%8Sachem Head Capital Management, Lone Pine Capital, Sands Capital Management
61INTCIntel Corp$2.56B0.9%8Coatue Management, Tiger Global, Select Equity Group
62HDHOME DEPOT INC$2.10B1.5%8Lone Pine Capital, Markel Group, Smead Capital Management
63ORCLORACLE CORP$1.90B1.2%8Polen Capital Management, Cantillon Capital Management, First Eagle Investment Management
64SNOWSNOWFLAKE INC$1.74B1.4%8Altimeter Capital Management, Light Street Capital Management, Whale Rock Capital Management
65FWONKLIBERTY MEDIA CORP DEL$1.59B2.6%8Ruane, Cunniff & Goldfarb, Stockbridge Partners, Findlay Park Partners
66BABAALIBABA GROUP HLDG LTD$1.27B0.6%8Appaloosa, Chou Associates, Dodge & Cox
67LLYEli Lilly & Co$1.09B1.2%8Polen Capital Management, Glenview Capital Management, ARK Investment Management
68PYPLPAYPAL HLDGS INC$487.2M2.9%8Punch Card Management, Lindsell Train, Chou Associates
69SNPSSYNOPSYS INC$380.5M0.2%8Altimeter Capital Management, Elliott Investment Management, Coatue Management
70GEGE Aerospace$19.73B10.3%7Trian Fund Management, TCI Fund Management, Polen Capital Management
71CVXCHEVRON CORPORATION$14.03B0.7%7Berkshire Hathaway, Hosking Partners, Semper Augustus Investments
72BKNGBOOKING HOLDINGS INC$6.00B2.6%7Dorsey Asset Management, Giverny Capital, Dodge & Cox
73SHOPShopify Inc$5.38B2.4%7Polen Capital Management, ARK Investment Management, Sands Capital Management
74GEVGE VERNOVA INC$4.80B2.4%7Coatue Management, Tiger Global, Fundsmith
75CRMSALESFORCE INC$4.40B2.5%7ValueAct Holdings, Harris Associates, Akre Capital Management
76ICEINTERCONTINENTAL EXCHANGE IN$3.50B2.1%7Ruane, Cunniff & Goldfarb, Harris Associates, Cantillon Capital Management
77COPConocoPhillips$3.22B1.7%7Smead Capital Management, Harris Associates, Yacktman Asset Management
78MLMMARTIN MARIETTA MATERIALS ORD$2.49B1.9%7Gardner Russo & Quinn, Select Equity Group, Weitz Investment Management
79RDDTReddit Inc$2.48B1.2%7Light Street Capital Management, Tiger Global, Baillie Gifford
80MKLMarkel Group, Inc$2.01B4.0%7Greenlea Lane Capital, JANA Partners, Davis Selected Advisers
81KKRKKR & CO INC$1.76B2.7%7Akre Capital Management, ValueAct Holdings, Lindsell Train
82MSCIMSCI INC$1.61B0.9%7Polen Capital Management, Viking Global, Markel Group
83LYVLIVE NATION ENTERTAINMENT IN$1.43B3.3%7Dorsey Asset Management, Third Point, Select Equity Group
84ADBEADOBE INC$1.24B0.2%7Harris Associates, Dodge & Cox, Davis Selected Advisers
85IBKRINTERACTIVE BROKERS GROUP IN$1.03B4.0%7RV Capital, Cantillon Capital Management, Egerton Capital (UK)
86PG PROCTER & GAMBLE CO $1.02B1.2%7Fundsmith, Yacktman Asset Management, Baillie Gifford
87EXMOCEXXON MOBIL CORP$863.0M0.4%7First Eagle Investment Management, Semper Augustus Investments, Kahn Brothers Group
88ACNACCENTURE PLC IRELAND$564.7M0.5%7Ruane, Cunniff & Goldfarb, Weitz Investment Management, Harris Associates
89SPYSTATE STR SPDR S&P 500 ETF T$283.8M2.0%7JANA Partners, Soros Fund Management, Giverny Capital
90OXYOCCIDENTAL PETE CORP$17.07B3.2%6Chou Associates, Berkshire Hathaway, Smead Capital Management
91DALDELTA AIR LINES INC$7.27B2.7%6Lansdowne Partners (UK), Harris Associates, Berkshire Hathaway
92CATCaterpillar Inc$7.22B3.8%6Gates Foundation Trust, Markel Group, ARK Investment Management
93BNYBANK NEW YORK MELLON CORP$3.83B0.7%6First Eagle Investment Management, Dodge & Cox, Davis Selected Advisers
94GEHC GE HEALTHCARE TECHNOLOGIES I $3.66B1.3%6Trian Fund Management, Harris Associates, Dodge & Cox
95ABNBAirbnb Inc$3.16B1.6%6Harris Associates, Akre Capital Management, Polen Capital Management
96MDLNMEDLINE INC$2.28B2.4%6Egerton Capital (UK), Lone Pine Capital, Durable Capital Partners
97WATWATERS CORP$2.25B2.1%6Fundsmith, Findlay Park Partners, Viking Global
98MRK MERCK & CO INC $1.90B2.3%6Smead Capital Management, Kahn Brothers Group, Harris Associates
99VMCVULCAN MATLS CO$1.69B3.0%6Stockbridge Partners, Egerton Capital (UK), Weitz Investment Management
100XYZBLOCK INC$1.52B1.8%6Third Point, Glenview Capital Management, Sands Capital Management
101TDYTeledyne Technologies Inc$1.49B0.8%6Findlay Park Partners, Dodge & Cox, Select Equity Group
102MGMMGM RESORTS INTERNATIONAL$1.44B2.3%6Corvex Management, Davis Selected Advisers, Hosking Partners
103BEBloom Energy Corp$1.41B1.7%6Whale Rock Capital Management, Sands Capital Management, Light Street Capital Management
104CBRECBRE Group, Inc.$1.35B1.6%6Cantillon Capital Management, ValueAct Holdings, Hosking Partners
105CRSCARPENTER TECHNOLOGY CORP$1.22B1.4%6Lone Pine Capital, Third Point, Sands Capital Management
106MCDMCDONALDS CORP$920.7M0.5%6Viking Global, Soros Fund Management, Gates Foundation Trust
107ONONON HLDG AG$755.3M0.7%6Lone Pine Capital, Sands Capital Management, Gates Foundation Trust
108ENTGEntegris Inc$695.4M1.4%6Cantillon Capital Management, Findlay Park Partners, Select Equity Group
109KSPIKaspi.KZ JSC$659.3M0.2%6Sands Capital Management, Baillie Gifford, Dalal Street
110MCHPMICROCHIP TECHNOLOGY INC.$598.6M1.2%6Muhlenkamp & Co, Hosking Partners, Glenview Capital Management
111AURAurora Innovation Inc$499.7M0.3%6Durable Capital Partners, Baillie Gifford, ARK Investment Management
112JNJJOHNSON & JOHNSON$489.6M0.9%6Yacktman Asset Management, Markel Group, Soros Fund Management
113ZTSZOETIS INC$297.5M0.8%6Ruane, Cunniff & Goldfarb, Smead Capital Management, Polen Capital Management
114BIDUBaidu Inc$185.9M0.4%6Appaloosa, ARK Investment Management, Duquesne Family Office
115CMECME GROUP INC$67.2M0.8%6Baupost Group, Cantillon Capital Management, Viking Global
116CBCHUBB LIMITED$12.20B1.2%5Berkshire Hathaway, Davis Selected Advisers, Viking Global
117CNICANADIAN NATL RY CO$7.53B4.6%5Gates Foundation Trust, Findlay Park Partners, TCI Fund Management
118CVSCVS HEALTH CORP$7.31B3.6%5Glenview Capital Management, Davis Selected Advisers, Dodge & Cox
119PDDPDD HOLDINGS INC$5.14B9.3%5Himalaya Capital, Punch Card Management, H&H International Investment
120WTWWILLIS TOWERS WATSON PLC LTD$4.82B1.1%5Harris Associates, First Eagle Investment Management, Dodge & Cox
121NETCloudflare Inc$4.42B1.3%5Baillie Gifford, Sands Capital Management, ARK Investment Management
122FISVFiserv, Inc.$4.29B2.6%5JANA Partners, Harris Associates, Dodge & Cox
123ROP ROPER TECHNOLOGIES INC $3.69B2.7%5Akre Capital Management, Ruane, Cunniff & Goldfarb, Dodge & Cox
124PSX PHILLIPS 66 $3.56B3.0%5Elliott Investment Management, Harris Associates, Hosking Partners
125CHTR CHARTER COMMUNICATIONS INC $2.66B0.4%5Dodge & Cox, First Eagle Investment Management, Harris Associates
126ISRGINTUITIVE SURGICAL INC$2.02B1.0%5Sands Capital Management, Polen Capital Management, Baillie Gifford
127ECLECOLAB INC$1.93B1.4%5Gates Foundation Trust, Findlay Park Partners, Markel Group
128C CITIGROUP INC $1.91B6.5%5Kahn Brothers Group, First Pacific Advisors, Hosking Partners
129FICOFair Isaac Corporation$1.53B8.9%5Valley Forge Capital, Lindsell Train, Akre Capital Management
130EQIXEquinix Inc$1.50B0.8%5Coatue Management, Elliott Investment Management, Duquesne Family Office
131EFXEQUIFAX INC$1.46B1.2%5Egerton Capital (UK), Weitz Investment Management, Harris Associates
132TTMITTM TECHNOLOGIES INC$1.43B2.3%5Whale Rock Capital Management, Lone Pine Capital, Third Point
133LLYVKLIBERTY LIVE HOLDINGS INC$1.35B0.9%5ValueAct Holdings, Berkshire Hathaway, Corvex Management
134ARMArm Holdings Plc$1.35B4.5%5Lansdowne Partners (UK), Altimeter Capital Management, Sands Capital Management
135TDGTRANSDIGM GROUP INC$1.31B3.5%5Stockbridge Partners, Select Equity Group, Third Point
136BROBROWN & BROWN INC$1.12B0.9%5Giverny Capital, Select Equity Group, First Eagle Investment Management
137DGDOLLAR GEN CORP$1.03B2.1%5Semper Augustus Investments, First Eagle Investment Management, Markel Group
138IDXX IDEXX LABS INC $1.02B1.6%5Fundsmith, Polen Capital Management, Weitz Investment Management
139CRWVCOREWEAVE INC$1.01B1.9%5Altimeter Capital Management, ARK Investment Management, Appaloosa
140FNFABRINET$1.00B1.4%5Whale Rock Capital Management, Durable Capital Partners, Baillie Gifford
141RKTRocket Cos Inc$987.3M2.9%5ValueAct Holdings, Durable Capital Partners, Davis Selected Advisers
142WMTWALMART INC$978.3M0.6%5Gates Foundation Trust, Soros Fund Management, Gardner Russo & Quinn
143NTRANatera Inc$974.4M3.9%5Duquesne Family Office, Coatue Management, ARK Investment Management
144QCOMQUALCOMM INC$947.3M1.2%5Altimeter Capital Management, Viking Global, Appaloosa
145BLKBLACKROCK INC$834.7M2.9%5ValueAct Holdings, Cantillon Capital Management, Markel Group
146WSOWATSCO INC$828.9M0.9%5Markel Group, Findlay Park Partners, Giverny Capital
147TLNTALEN ENERGY CORP$793.2M2.9%5Sachem Head Capital Management, Oaktree Capital, Yacktman Asset Management
148CSL CARLISLE COS INC $740.6M0.4%5Sands Capital Management, First Eagle Investment Management, First Pacific Advisors
149VSTVISTRA CORP$709.8M2.1%5Corvex Management, Appaloosa, Egerton Capital (UK)
150LLYVALIBERTY LIVE HOLDINGS INC$699.0M1.2%5Corvex Management, Hound Partners, ValueAct Holdings
151DDOGDATADOG INC$678.8M0.6%5Light Street Capital Management, Sands Capital Management, ARK Investment Management
152NKENIKE INC$630.0M0.2%5Harris Associates, Markel Group, Select Equity Group
153GSGOLDMAN SACHS GROUP INC$595.6M2.1%5Hound Partners, Markel Group, Dodge & Cox
154INTUIntuit Inc.$540.4M2.2%5Lindsell Train, Yacktman Asset Management, Valley Forge Capital
155DLRDIGITAL RLTY TR INC$537.2M0.6%5Soros Fund Management, Viking Global, Hound Partners
156AAGILENT TECHNOLOGIES INC$532.9M2.1%5Glenview Capital Management, Cantillon Capital Management, Findlay Park Partners
157FROGJFrog Ltd$529.5M1.7%5Light Street Capital Management, Whale Rock Capital Management, Polen Capital Management
158SBUXSTARBUCKS CORP$489.1M0.8%5Polen Capital Management, Semper Augustus Investments, Markel Group
159WWDWoodward Inc$423.1M1.3%5Findlay Park Partners, Stockbridge Partners, Duquesne Family Office
160CPACopa Holdings SA$396.4M0.1%5Baillie Gifford, Hosking Partners, Polen Capital Management
161ROLROLLINS INC$383.0M0.5%5Select Equity Group, Polen Capital Management, Markel Group
162TECHBIO-TECHNE CORP$352.4M1.4%5Ruane, Cunniff & Goldfarb, Weitz Investment Management, Soros Fund Management
163CSCOCISCO SYS INC$343.9M0.6%5Findlay Park Partners, Glenview Capital Management, Markel Group
164CROXCROCS INC$319.9M6.8%5Punch Card Management, Himalaya Capital, DME Capital Management (Greenlight)
165CHYMCHIME FINL INC$303.2M1.8%5Light Street Capital Management, Dragoneer Investment Group, Tiger Global
166SAPSAP SE - ADR$290.2M0.8%5Ruane, Cunniff & Goldfarb, First Pacific Advisors, Davis Selected Advisers
1678L8CLIBERTY BROADBAND CORP$271.6M0.7%5First Pacific Advisors, Weitz Investment Management, Ruane, Cunniff & Goldfarb
168BLDRBUILDERS FIRSTSOURCE INC$263.8M1.4%5Semper Augustus Investments, Sands Capital Management, Miller Value Partners
169WIXWIX COM LTD$258.4M0.4%5Durable Capital Partners, ValueAct Holdings, Baillie Gifford
170LAMRLAMAR ADVERTISING CO$223.2M0.4%5Egerton Capital (UK), Markel Group, Select Equity Group
171VRSKVERISK ANALYTICS INC$197.4M0.2%5Select Equity Group, Markel Group, Soros Fund Management
172DEODIAGEO PLC$156.0M0.2%5Markel Group, First Eagle Investment Management, Dodge & Cox
173COSTCOSTCO WHOLESALE CORPORATION$98.2M0.5%5Hosking Partners, Semper Augustus Investments, Markel Group
174UL UNILEVER PLC $65.8M0.1%5Yacktman Asset Management, First Eagle Investment Management, Harris Associates
175OUTOUTFRONT MEDIA INC$39.0M0.0%5Select Equity Group, First Eagle Investment Management, Polen Capital Management
176DPCDPC HOLDINGS PLC$38.1M0.1%5Soros Fund Management, Oaktree Capital, Viking Global
177TBBBBbb Foods Inc$19.5M0.6%5Duquesne Family Office, Hound Partners, Baillie Gifford
178VZVERIZON COMMUNICATIONS INC$10.3M0.3%5Miller Value Partners, Kahn Brothers Group, Soros Fund Management
179JCIJOHNSON CONTROLS INTERNATION$8.79B1.5%4Dodge & Cox, Viking Global, Davis Selected Advisers
180KHCKRAFT HEINZ CO$7.76B0.9%4Berkshire Hathaway, Chou Associates, Fairholme Capital
181HUMHumana Inc$4.46B1.1%4Dodge & Cox, Glenview Capital Management, Soros Fund Management
182IFFInternational Flavors & Fragrances, Inc.$4.45B3.0%4First Pacific Advisors, Icahn Capital, Dodge & Cox
183TEL TE CONNECTIVITY PLC $4.37B1.6%4First Pacific Advisors, Dodge & Cox, Harris Associates
184APDAIR PRODUCTS AND CHEMICALS I$4.17B1.4%4Viking Global, Dodge & Cox, Markel Group
185CITHE CIGNA GROUP$4.12B1.8%4Davis Selected Advisers, Glenview Capital Management, Dodge & Cox
186FTVFORTIVE CORP$3.98B1.3%4Viking Global, Dodge & Cox, Select Equity Group
187SIRISIRIUSXM HOLDINGS INC$3.73B2.3%4Chou Associates, Weitz Investment Management, Berkshire Hathaway
188BDX BECTON DICKINSON & CO $2.91B2.5%4First Pacific Advisors, First Eagle Investment Management, Findlay Park Partners
189ALLYALLY FINL INC$2.47B1.8%4Chou Associates, Harris Associates, Berkshire Hathaway
190RACEFERRARI N V$2.25B2.9%4Aquamarine, Viking Global, Baillie Gifford
191BKRBaker Hughes Co.$2.10B1.8%4Lansdowne Partners (UK), Dodge & Cox, Glenview Capital Management
192QSRRESTAURANT BRANDS INTL INC$1.97B6.2%4Pershing Square, Baupost Group, Corvex Management
193HUTHut 8 Corp$1.94B2.6%4Lone Pine Capital, Third Point, Coatue Management
194LPLALPL FINL HLDGS INC$1.88B1.3%4Lone Pine Capital, Markel Group, First Pacific Advisors
195MDTMedtronic PLC$1.74B0.6%4First Eagle Investment Management, Dodge & Cox, Lansdowne Partners (UK)
196SNDKSandisk Corp$1.70B3.4%4Whale Rock Capital Management, Duquesne Family Office, Sands Capital Management
197RBLXROBLOX Corp$1.67B1.6%4ValueAct Holdings, ARK Investment Management, Baillie Gifford
198HLN HALEON PLC $1.60B0.3%4Dodge & Cox, Harris Associates, Kahn Brothers Group
199MRSHMARSH & MCLENNAN COS INC$1.60B0.8%4Harris Associates, Markel Group, First Pacific Advisors
200SYYSYSCO CORP$1.52B1.1%4Harris Associates, Yacktman Asset Management, Third Point
201SHWSHERWIN WILLIAMS CO$1.49B1.2%4Viking Global, Findlay Park Partners, Tiger Global
202SLBSLB, Ltd.$1.48B2.9%4Lansdowne Partners (UK), Muhlenkamp & Co, First Eagle Investment Management
203WDAY WORKDAY INC $1.41B0.7%4First Eagle Investment Management, Select Equity Group, Baillie Gifford
204VTRSVIATRIS INC$1.41B3.0%4Davis Selected Advisers, Glenview Capital Management, Miller Value Partners
205FNVFRANCO NEV CORP$1.35B0.9%4First Eagle Investment Management, Markel Group, Select Equity Group
206GLWCORNING INC$1.35B2.8%4Whale Rock Capital Management, Lone Pine Capital, Hosking Partners
207NBISNEBIUS GROUP N.V.$1.32B3.7%4Lone Pine Capital, Hound Partners, Soros Fund Management
208ICLR ICON PUB LTD CO $1.25B2.8%4Ruane, Cunniff & Goldfarb, Muhlenkamp & Co, First Pacific Advisors
209APHAMPHENOL CORP$1.21B2.5%4Egerton Capital (UK), Select Equity Group, Sands Capital Management
210FPSFORGENT POWER SOLUTIONS INC$1.21B0.7%4Coatue Management, Soros Fund Management, Select Equity Group
211PFGCPERFORMANCE FOOD GROUP CO$1.11B3.4%4Sachem Head Capital Management, Lone Pine Capital, Third Point
212CXCEMEX SA EURO MTN BE 144A$1.10B1.0%4Corvex Management, Dodge & Cox, Soros Fund Management
213MKSIMKS INC.$1.02B4.5%4Sachem Head Capital Management, Light Street Capital Management, Whale Rock Capital Management
214MARMARRIOTT INTL INC NEW$1.00B1.9%4Fundsmith, Markel Group, First Pacific Advisors
215STTState Street Corp.$994.9M0.8%4Yacktman Asset Management, Harris Associates, Davis Selected Advisers
216GLDSPDR GOLD TR$981.8M1.4%4Muhlenkamp & Co, First Eagle Investment Management, Giverny Capital
217CSGPCOSTAR GROUP INC$963.9M2.4%4Akre Capital Management, Polen Capital Management, Weitz Investment Management
218APGAPI GROUP CORP$935.1M2.9%4Durable Capital Partners, Findlay Park Partners, Third Point
219BIOBIO RAD LABS INC$917.5M1.1%4First Pacific Advisors, First Eagle Investment Management, Hosking Partners
220QXOQXO INC$906.2M0.3%4Baillie Gifford, Select Equity Group, First Eagle Investment Management
221MTZMASTEC INC$899.0M1.6%4Lone Pine Capital, Third Point, Coatue Management
222PINSPINTEREST INC$879.7M1.0%4Elliott Investment Management, Davis Selected Advisers, Miller Value Partners
223CDWCdw Corp$869.7M1.0%4Duquesne Family Office, Harris Associates, Findlay Park Partners
224WCNWASTE CONNECTIONS INC$849.4M2.1%4Stockbridge Partners, Findlay Park Partners, Gates Foundation Trust
225EQHEQUITABLE HLDGS INC$839.3M7.9%4Conifer Management, Viking Global, Harris Associates
226CGCARLYLE GROUP INC$810.8M0.5%4Harris Associates, Markel Group, Miller Value Partners
227WBDWARNER BROS DISCOVERY INC$760.8M3.4%4Third Point, DME Capital Management (Greenlight), Soros Fund Management
228DKSDICKS SPORTING GOODS INC$759.5M2.4%4Sachem Head Capital Management, Glenview Capital Management, Viking Global
229FBINFORTUNE BRANDS INNOVATIONS I$752.0M1.6%4DME Capital Management (Greenlight), First Pacific Advisors, Harris Associates
230NOWSERVICENOW INC$748.4M1.9%4Polen Capital Management, Akre Capital Management, Tiger Global
231XPOXPO INC$735.3M2.0%4Durable Capital Partners, Findlay Park Partners, Polen Capital Management
232WABWabtec$720.9M2.3%4Muhlenkamp & Co, Select Equity Group, First Pacific Advisors
233COHRCoherent Corp$708.8M1.0%4Whale Rock Capital Management, Dodge & Cox, Select Equity Group
234EOG EOG RES INC $683.5M1.2%4Findlay Park Partners, Yacktman Asset Management, Baillie Gifford
235TWLOTwilio Inc$679.5M1.9%4Durable Capital Partners, Sachem Head Capital Management, Whale Rock Capital Management
236SYF SYNCHRONY FINANCIAL $637.0M2.6%4Chou Associates, Hosking Partners, Harris Associates
237FOXFox Corp$620.5M1.4%4Yacktman Asset Management, Hound Partners, Duquesne Family Office
238APOAPOLLO GLOBAL MGMT INC$582.7M0.8%4Tiger Global, Markel Group, Select Equity Group
239LAD LITHIA MTRS INC $577.2M0.2%4Harris Associates, Miller Value Partners, First Eagle Investment Management
240PAYC PAYCOM SOFTWARE INC $564.9M0.4%4RV Capital, Harris Associates, Baillie Gifford
241LYBLyondellbasell Industries Nv$513.1M1.7%4Muhlenkamp & Co, Davis Selected Advisers, Hosking Partners
242LPXLOUISIANA PAC CORP$500.5M0.4%4Hosking Partners, Chou Associates, Berkshire Hathaway
243ETSYETSY INC$465.4M0.7%4Elliott Investment Management, Findlay Park Partners, Soros Fund Management
244MICCMAGNUM ICE CREAM CO NV$456.6M0.3%4First Eagle Investment Management, First Pacific Advisors, Trian Fund Management
245NVRNVR INC$440.8M1.9%4Smead Capital Management, Giverny Capital, Markel Group
246RIOTRiot Platforms Inc$427.4M2.2%4Starboard Value, Sachem Head Capital Management, Egerton Capital (UK)
247ATIATI INC$403.5M0.6%4Polen Capital Management, Viking Global, Soros Fund Management
248FCXFREEPORT MCMORAN INC$401.7M1.0%4Hosking Partners, Oaktree Capital, Baillie Gifford
249PLTRPalantir Technologies Inc$383.9M0.6%4ARK Investment Management, H&H International Investment, Sands Capital Management
250HDBHDFC BANK LTD$380.5M0.1%4Baillie Gifford, Elliott Investment Management, Dodge & Cox
251VEEVVEEVA SYSTEMS INC CL-A$371.5M0.8%4Stockbridge Partners, Fundsmith, Giverny Capital
252ITUBITAU UNIBANCO HOLDING SA$333.7M0.4%4Oaktree Capital, Dodge & Cox, Baillie Gifford
253PGRPROGRESSIVE CORP $301.0M1.6%4Giverny Capital, Markel Group, Fairholme Capital
254PAYXPAYCHEX INC$298.0M0.9%4Semper Augustus Investments, Select Equity Group, Markel Group
255EPDENTERPRISE PRODS PARTNERS L$294.4M3.5%4Fairholme Capital, Muhlenkamp & Co, Markel Group
256SNSHARKNINJA INC$293.9M0.1%4Baillie Gifford, Miller Value Partners, Polen Capital Management
257UALUnited Airls Hldgs Inc$278.8M3.0%4Lansdowne Partners (UK), Duquesne Family Office, Glenview Capital Management
258TEVATeva Pharmaceutical Inds Ltd$272.3M1.5%4Glenview Capital Management, DME Capital Management (Greenlight), Duquesne Family Office
259VSECVSE CORP$268.7M0.7%4Durable Capital Partners, Soros Fund Management, Polen Capital Management
260BTDRBitdeer Technologies Group$265.6M1.3%4Sachem Head Capital Management, Duquesne Family Office, Lone Pine Capital
261GLNGGOLAR LNG LTD$240.0M1.8%4Sachem Head Capital Management, Hound Partners, Hosking Partners
262MDBMongoDB Inc$237.7M0.9%4Light Street Capital Management, ValueAct Holdings, Whale Rock Capital Management
263URIUNITED RENTALS INC$233.6M2.0%4Muhlenkamp & Co, Findlay Park Partners, Markel Group
264STMStmicroelectronics N V$208.3M2.2%4Duquesne Family Office, Sachem Head Capital Management, Glenview Capital Management
265JEFJEFFERIES FINANCIAL GROUP IN$189.5M1.5%4Chou Associates, First Pacific Advisors, Hosking Partners
266LMTLockheed Martin Corp$151.4M0.4%4Yacktman Asset Management, Markel Group, ARK Investment Management
267BXBLACKSTONE INC$151.3M0.3%4Markel Group, Soros Fund Management, Kahn Brothers Group
268CORZCORE SCIENTIFIC INC NEW$151.0M0.5%4Oaktree Capital, Tiger Global, Third Point
269BLCOBAUSCH PLUS LOMB CORP$148.1M0.5%4Oaktree Capital, Icahn Capital, Glenview Capital Management
270PONYPONY AI INC$106.0M0.1%4ARK Investment Management, Baillie Gifford, Soros Fund Management
271ZZILLOW GROUP INC$92.4M1.5%4Kahn Brothers Group, Coatue Management, ARK Investment Management
272POOLPOOL ORD$77.4M0.5%4Chou Associates, Findlay Park Partners, Weitz Investment Management
273QNTQUANTINUUM INC$61.9M0.2%4Light Street Capital Management, Soros Fund Management, Viking Global
274SGOV ISHARES TR $58.7M4.5%4Greenlea Lane Capital, Punch Card Management, Semper Augustus Investments
275HONAHONEYWELL AEROSPACE INC$52.8M0.1%4Soros Fund Management, Select Equity Group, ARK Investment Management
276ABBV ABBVIE INC $43.8M0.2%4Glenview Capital Management, Gardner Russo & Quinn, Dodge & Cox
277ABTABBOTT LABORATORIES$7.0M0.0%4Soros Fund Management, Gardner Russo & Quinn, Polen Capital Management
278FDXFEDEX CORP$3.69B1.8%3Gates Foundation Trust, Viking Global, Dodge & Cox
279FCNCAFIRST CTZNS BANCSHARES INC D$3.04B1.2%3Harris Associates, Coatue Management, Dodge & Cox
280AJGGALLAGHER ARTHUR J & CO $2.50B1.6%3First Pacific Advisors, Dodge & Cox, Baillie Gifford
281ETNEATON CORP PLC$2.39B1.7%3Coatue Management, Lansdowne Partners (UK), Baillie Gifford
282FMX FOMENTO ECONOMICO MEXICANO S $2.20B1.1%3First Eagle Investment Management, Baillie Gifford, Harris Associates
283BAPCredicorp, Ltd.$2.06B0.8%3Hosking Partners, Baillie Gifford, Dodge & Cox
284ADPAUTOMATIC DATA PROCESSING IN$1.89B3.7%3Giverny Capital, Fundsmith, First Eagle Investment Management
285FDXFFEDEX FGHT HLDG CO INC$1.62B0.7%3Viking Global, Dodge & Cox, Gates Foundation Trust
286GPN GLOBAL PMTS INC $1.61B4.9%3Glenview Capital Management, Weitz Investment Management, Harris Associates
287RBCRBC BEARINGS INC$1.59B3.7%3Durable Capital Partners, Baillie Gifford, Soros Fund Management
288AIGAMERICAN INTL GROUP INC $1.59B1.4%3Hosking Partners, Harris Associates, Soros Fund Management
289GMGENERAL MTRS CO$1.41B1.4%3Chou Associates, Harris Associates, Viking Global
290CTVA CORTEVA INC $1.39B0.7%3Harris Associates, Hosking Partners, Dodge & Cox
291DVNDevon Energy Corp.$1.38B2.6%3Davis Selected Advisers, Egerton Capital (UK), Yacktman Asset Management
292HCAHCA HEALTHCARE INC $1.38B0.8%3First Eagle Investment Management, Markel Group, Harris Associates
293AEPAMERICAN ELEC PWR CO INC$1.35B0.9%3Soros Fund Management, Icahn Capital, Dodge & Cox
294NYTNEW YORK TIMES CO MTN BE$1.32B0.6%3Giverny Capital, Berkshire Hathaway, Baillie Gifford
295AVTRAvantor, Inc.$1.32B0.7%3First Pacific Advisors, Dodge & Cox, Yacktman Asset Management
296RKLBRocket Lab Corp$1.22B0.7%3ARK Investment Management, Baillie Gifford, Polen Capital Management
297ADMARCHER DANIELS MIDLAND CO$1.20B0.5%3Markel Group, Dodge & Cox, Soros Fund Management
298SUISun Communities, Inc.$1.15B0.2%3Dodge & Cox, Davis Selected Advisers, Baillie Gifford
299NEMNEWMONT CORP$1.14B4.3%3Muhlenkamp & Co, Semper Augustus Investments, First Eagle Investment Management
300NVONOVO-NORDISK A S$1.12B0.5%3Markel Group, Dodge & Cox, Baillie Gifford

Usta yatırımcı setindeki fonların son çeyrek net alım/satım tutarı (13F, hisse bazında). · 13F Bildirim Takvimi · Usta yatırımcıların çeyreklik 13F raporları

13F verisi çeyrek sonu pozisyonlarını gösterir, 45 güne kadar gecikmelidir ve yalnızca ABD borsalarındaki uzun (long) pozisyonları kapsar; açığa satışlar, türevler ve ABD dışı varlıklar bildirilmez.

Sık Sorulan Sorular

2026 Q2 çeyreğinde usta yatırımcıların konsensüs listesinde 1. sırada hangi hisse var?

GOOGL (ALPHABET INC), 72 fonun 2026 Q2 13F bildirimlerine göre listenin başında; 34 fon tutuyor.

Bu sıralama nasıl hesaplanır?

Konsensüs listesi hisseyi tutan usta yatırımcı sayısına göre sıralanır hesaplanır; veriler çeyrek sonunu 45 güne kadar geriden izler.