The most popular stocks among super investors in the third quarter of 2023 were Google, Microsoft, Meta, Amazon, and Visa.
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 invest 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.
Alphabet, owner of Google, was the most popular stock, with prominent investors such as Bill Ackman, Chase Coleman, Daniel Loeb, and the Bill & Melinda Gates Foundation investing in it.
Microsoft ranked second and was backed by the Gates Foundation, Coleman, and Loeb. The company has enjoyed tremendous support on the back of its involvement with the artificial intelligence company OpenAI, which owns ChatGPT.
Facebook-owned Meta ranked third and was backed by Coleman, Loeb, and the Gates Foundation.
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.
- Microsoft – An American multinational technology corporation headquartered in Redmond, Washington. Its best-known software products are Windows and Microsoft Office.
- Alphabet CL C – The same as Alphabet, but its class C shares.
- Meta Platforms – Meta Platforms, formerly named Facebook, is an American multinational technology conglomerate based in Menlo Park, California.
- Amazon.com – Amazon.com is an American multinational technology company focusing on e-commerce, cloud computing, online advertising, digital streaming, and artificial intelligence.
- Visa – Visa is a global payment technology company headquartered in America that connects consumers, businesses, financial institutions, and governments to enable fast, secure, and reliable digital payments.
- Berkshire Hathaway – Berkshire Hathaway is an American investment holding company headquartered in Omaha, Nebraska, led by Warren Buffett and Charlie Munger.
- Wells Fargo – Wells Fargo is a diversified financial services company that provides a variety of banking, investment, and insurance products and services.
- United Health – UnitedHealth Group is a diversified healthcare company that operates two main businesses: UnitedHealthcare, which provides health insurance and managed care services, and Optum, which provides pharmacy benefit management, care delivery, and health information technology services.
- Mastercard – Mastercard is a technology company that processes payments between consumers, businesses, merchants, and banks.