LatticeworkTHE EVIDENCE DESK
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Consensus stocks across the super-investor cohort

When several independent value-investors converge on the same name, it's worth a look. Some of these are obvious large-cap quality (Berkshire, Microsoft, Apple); others are quieter consensus picks that haven't broken through to the financial press yet.

Ranked by the number of cohort managers who currently hold the stock. The combined dollar value and the highest single-portfolio weight give you the conviction story behind the breadth.

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  1. 1GOOGLALPHABET INC-CL A
    37 owners
    $43.8B
    max 24.5% of any one portfolio·Warren BuffettDodge & Cox FundsBill Nygren
  2. 2MSFTMICROSOFT CORP
    36 owners
    $15.4B
    max 20.5% of any one portfolio·Dodge & Cox FundsBill AckmanJoel Greenblatt
  3. 3GOOGALPHABET INC-CL C
    34 owners
    $31.3B
    max 23.4% of any one portfolio·Warren BuffettDodge & Cox FundsChris Hohn
  4. 4AMZNAMAZON.COM INC
    34 owners
    $23.8B
    max 32.2% of any one portfolio·Dodge & Cox FundsJoel GreenblattBill Ackman
  5. 5VVISA INC-CLASS A SHARES
    31 owners
    $21.3B
    max 19.8% of any one portfolio·Chris HohnViking Global InvestorsDodge & Cox Funds
  6. 6METAMETA PLATFORMS INC-CLASS A
    31 owners
    $14.7B
    max 20.4% of any one portfolio·Dodge & Cox FundsFirst Eagle Investment ManagementChase Coleman
  7. 7TSMTAIWAN SEMICONDUCTOR-SP ADR
    25 owners
    $9.4B
    max 10.5% of any one portfolio·Chase ColemanFirst Eagle Investment ManagementViking Global Investors
  8. 8BRK/BBERKSHIRE HATHAWAY INC-CL B
    24 owners
    $16.0B
    max 33.9% of any one portfolio·Bill & Melinda Gates Foundation TrustDuan YongpingThomas Gayner
  9. 9AAPLAPPLE INC
    21 owners
    $77.0B
    max 41.1% of any one portfolio·Warren BuffettDuan YongpingJoel Greenblatt
  10. 10MAMASTERCARD INC - A
    21 owners
    $5.4B
    max 20.0% of any one portfolio·Chuck AkreThomas RussoJoel Greenblatt
  11. 11DISWALT DISNEY CO/THE
    20 owners
    $2.5B
    max 9.5% of any one portfolio·Viking Global InvestorsFirst Eagle Investment ManagementLindsell Train
  12. 12NVDANVIDIA CORP
    18 owners
    $9.6B
    max 9.3% of any one portfolio·Joel GreenblattChase ColemanDuan Yongping
  13. 13MCOMOODY'S CORP
    17 owners
    $20.1B
    max 19.1% of any one portfolio·Warren BuffettChris HohnJohn Armitage
  14. 14UNHUNITEDHEALTH GROUP INC
    17 owners
    $5.6B
    max 6.0% of any one portfolio·Dodge & Cox FundsChristopher DavisJoel Greenblatt
  15. 15AXPAMERICAN EXPRESS CO
    16 owners
    $52.5B
    max 17.1% of any one portfolio·Warren BuffettFirst Eagle Investment ManagementThomas Gayner
  16. 16WFCWELLS FARGO & CO
    16 owners
    $5.7B
    max 3.1% of any one portfolio·Dodge & Cox FundsBill NygrenRichard Pzena
  17. 17BRK/ABERKSHIRE HATHAWAY INC-CL A
    16 owners
    $3.5B
    max 42.4% of any one portfolio·Thomas RussoThomas GaynerChristopher Davis
  18. 18JPMJPMORGAN CHASE & CO
    16 owners
    $2.4B
    max 3.5% of any one portfolio·Viking Global InvestorsJoel GreenblattMairs & Power Funds
  19. 19SPGIS&P GLOBAL INC
    15 owners
    $7.3B
    max 19.9% of any one portfolio·Chris HohnValley Forge Capital ManagementJoel Greenblatt
  20. 20CMCSACOMCAST CORP-CLASS A
    15 owners
    $4.5B
    max 2.9% of any one portfolio·Dodge & Cox FundsFirst Eagle Investment ManagementFirst Pacific Advisors
  21. 21ORCLORACLE CORP
    15 owners
    $2.7B
    max 4.5% of any one portfolio·First Eagle Investment ManagementJoel GreenblattPolen Capital Management
  22. 22TXNTEXAS INSTRUMENTS INC
    15 owners
    $2.0B
    max 5.0% of any one portfolio·Christopher DavisJoel GreenblattTerry Smith
  23. 23BACBANK OF AMERICA CORP
    14 owners
    $29.7B
    max 9.2% of any one portfolio·Warren BuffettBill NygrenRichard Pzena
  24. 24COFCAPITAL ONE FINANCIAL CORP
    14 owners
    $8.5B
    max 7.1% of any one portfolio·Bill NygrenDodge & Cox FundsChristopher Davis
  25. 25AVGOBROADCOM INC
    14 owners
    $2.8B
    max 10.6% of any one portfolio·Joel GreenblattPolen Capital ManagementChase Coleman

Methodology: aggregated from 13F-HR filings (long-only US equity disclosures) and recomputed after every quarterly deadline. 13Fs miss shorts, bonds, derivatives, and non-US-listed securities — they're the public part of the picture, not the whole.

Not investment advice.