The most popular shares among super investors in Q1 2023 were Alphabet, Amazon, Microsoft, Meta, and Intuit.
This was revealed by Dataroma, which tracks Form 13F filings from super investors with the Securities and Exchange Commission (SEC) in the United States.
Institutional investment managers with $100 million or more in assets under management (AUM) must file quarterly Form 13F reports.
These reports must disclose their equity holdings, giving retail investors a glimpse into where super investors are investing their money.
Dataroma tracks top investors, including Warren Buffet, Charlie Munger, Bill Ackman, Carl Icahn, Ray Dalio, and Michael Burry.
The latest Form 13F filings revealed that mega-cap technology stocks remain the most popular shares among this select group of investors.
Google-owner Alphabet topped the list, with prominent investors like Daniel Loeb, Chase Coleman, and Bill Ackman pumping money into the stock.
Amazon.com ranked second and was backed by prominent super-investors like David Tepper, Coleman, and David Katz.
Microsoft also enjoyed tremendous support on the back of its involvement with the artificial intelligence (AI) company OpenAI which owns ChatGPT.
Here are the top 10 buys among super-investors in the first three months of 2023:
- Alphabet – An American multinational technology conglomerate holding company headquartered in Mountain View, California. It was created through a restructuring of Google.
- Amazon.com – Amazon.com is an American multinational technology company focusing on e-commerce, cloud computing, online advertising, digital streaming, and artificial intelligence.
- Alphabet CL C – The same as Alphabet, but its class C shares.
- Microsoft – An American multinational technology corporation headquartered in Redmond, Washington. Its best-known software products are Windows and Microsoft Office.
- Meta Platforms – Meta Platforms, formerly named Facebook, is an American multinational technology conglomerate based in Menlo Park, California.
- Intuit – An American business software company that specialises in financial software. The company is headquartered in Mountain View, California
- Salesforce.com – An American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management software and applications.
- PayPal Holdings – An American multinational financial technology company operating an online payments system in the majority of countries that support online money transfers.
- Capital One Financial – An American bank holding company specialising in credit cards, auto loans, banking, and savings accounts, headquartered in McLean, Virginia.
- GE HealthCare Technologies – An American multinational medical technology company headquartered in Chicago, Illinois. It was spun-off from General Electric on January 4, 2023, with GE retaining 20%.