According to a thread on Twitter by financial analyst Luis Miguel Ortiz, the companies in which the main gurus invest are:
1. Warren BuffettBekshire Hathaway
- Apple ($AAPL)
- Bank of America($BAC)
- Chevron ($CVX)
- Coca Cola ($KO)
- American Express ($AXP)
For its part, it cut positions in the following companies: Activision Blizzard INC (-12.35%), Kroger Co (-0.53%), Taiwan Semiconductor (-86%), among others.
2. charlie munger by Daily Journal Corporation
- Bank of America ($BAC)
- Wells Fargo ($WFC)
- Alibaba ($BABA)
- US Bancorp ($USB)
3. Thomas Gayner by Markel Asset Management
- Berkshire Hathaway CL A($BRK.A)
- Berkshire Hathaway CL B ($BKR.B)
- Deere & Co ($DE)
- Home Depot ($HD)
- Brookfield Corporation ($BN)
4. Guy Spier by Aquamarine Capital
- Berkshire Hathaway CL B ($BRK.B)
- American Express ($AXP)
- Bank of America ($BAC)
- Mastercard ($MA)
- Ferrari ($RACE)
5. robert vinall from RV Capital Gmbh
- Credit Acceptance Corp ($CACC)
- Salesforce ($CRM)
- Wix.com ($WIX)
- Meta Platforms ($FB)
- Caravan ($CVNA)
6. Chuck Acre by Akre Capital Management
- Mastercard ($MA)
- Moody’s ($MCO)
- American Tower Corp. ($AMT)
- Visa ($V)
- O’Really Automotive ($ORLY)
7. pat dorsey Dorsey Asset Management
- Smartsheet Inc ($SMAR)
- Wix ($WIX)
- Meta Platforms Inc ($FB)
- Roku Inc ($ROKU)
- Walt Disney Co ($DIS)
8. Li Lu Himalayan Capital
- Micron Technology ($MU)
- Bank of America ($BAC)
- Berkshire Hathaway CL B ($BRK.B)
- Alphabet Inc ($GOOG)
- Apple Inc ($AAPL)
9. david teppers by Appaloosa Management
- Constellation Energy Corp ($CEG)
- Alphabet CI C ($GOOG)
- Amazon ($AMZN)
- Macy’s Inc ($M)
- Energy Transfer LP ($ET)
10. bill and melinda gates foundation trust
- Microsoft ($MSFT)
- Berkshire Hathaway CL B ($BRK.B)
- Canadian Natl Railway ($CNI)
- Waste Management Inc ($WM)
- Deere & Co.
Investments: the largest additions to the portfolios of super-investors
- Amazon
- Meta Platforms
- Microsoft
- alphabet
- Walt Disney Co.
Source: Ambito

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