According to Dataroma data and 13F filings as of June 30, 2026, technology, digital payments and financial companies dominate the list of stocks most widely held by super investors. Microsoft leads with 37 major investors holding the stock, representing 1.78% of their combined portfolios. Alphabet follows as the second most held stock with 36 investors and 2.08% portfolio allocation. The top 10 most widely held stocks include Amazon (34 investors, 2.92%), Meta Platforms (31 investors, 1.58%), Visa (30 investors, 1.71%), Berkshire Hathaway Class B (26 investors, 2.42%), Taiwan Semiconductor Manufacturing Company (24 investors, 0.99%), Mastercard (22 investors, 1.42%), and Apple (22 investors, 1.22%).
Microsoft is the most widely held stock among super investors with a market value exceeding ₹3.813 trillion. The company's shares are trading in the low-$500 range after moving between roughly ₹349 and ₹554 over the past year. AltaRock Partners holds the largest position with Microsoft accounting for 20.54% of its portfolio, while Bill Ackman's Pershing Square has 11.89% of its portfolio invested. Triple Frond Partners holds 11.74% and Vulcan Value Partners has 11.21%, though Vulcan recently reduced its holding by 11.01%. The company's next earnings report, expected in late October, will be closely watched, particularly Azure cloud business growth which grew 39% year over year in the latest quarter.
Alphabet ranks second with 36 major investors holding the stock and 2.08% portfolio allocation. The company's market value exceeds ₹4 trillion with strong growth momentum. Li Lu's Himalaya Capital holds the largest position with 24.55% of its portfolio in Alphabet, while Lindsell Train has 17.49% but recently reduced its position by 24.51%. Ruane Cunniff also cut its 11.09% holding by 5.83%. Notably, Berkshire Hathaway added nearly ₹17 billion to its Alphabet position in August under Greg Abel, Warren Buffett's successor, which is viewed as a strong sign of confidence. Google Cloud revenue increased 82% year over year in the latest quarter, making it the fastest-growing cloud business among major technology companies.
Amazon ranks third with 34 super investors holding the stock and 2.92% portfolio allocation. The company's market value briefly crossed ₹3 trillion in early August after its cloud business, Amazon Web Services, reported revenue of ₹42.2 billion, beating expectations. AltaRock Partners has made Amazon its biggest investment with 32.21% of its portfolio, though the fund reduced its position by 24.29% during the latest quarter. Seth Klarman's Baupost Group increased its 16.48% holding by more than 20%, while David Tepper's Appaloosa Management raised its 15.95% position by nearly 16%. AWS remains an important growth driver as CEO Andy Jassy indicated the company does not have enough data-center capacity to meet demand in 2026, with the shortage potentially continuing into 2027 and 2028.
Meta Platforms ranks fifth among the most held stocks with 31 investors and 1.58% portfolio allocation. The company has a market value of around ₹1.47 trillion and is benefiting from strong AI-powered advertising capabilities. Robert Vinall's RV Capital holds the largest position with 20.45% of its portfolio in Meta, while Bill Ackman's Pershing Square increased its 9.25% position by more than 20%. ValueAct Capital has 9.15% of its portfolio invested in the company. Despite legal pressure from an approximately ₹18 billion settlement over child-safety claims involving Instagram and Facebook, Meta reported revenue of ₹60.8 billion in the latest quarter, helped by AI tools that improve advertising and target users more effectively. The company recently agreed to the settlement over child-safety claims involving Instagram and Facebook.
The investment moves across these companies reveal an interesting trend where super investors have been adding to Amazon, Alphabet, Meta and Visa this year, while reducing their holdings in Microsoft, Mastercard, TSMC and Apple to different degrees. This pattern suggests investors are moving toward companies showing clear financial benefits from artificial intelligence. Visa continues to perform strongly with 19.83% of TCI Fund Management's portfolio invested and strong quarterly results showing adjusted earnings per share of ₹3.32 and net revenue of ₹11.63 billion. Berkshire Hathaway maintains significant conviction with Guy Spier's Aquamarine Capital holding 33.89% of its portfolio in Berkshire, while the company sits on a record ₹397.4 billion in cash. The upcoming earnings seasons will provide more evidence of whether this AI-focused investment trend continues among super investors. Recent analysis suggests the AI boom is driven almost entirely by 10 companies with top spenders increasing capex by 75% year-over-year, while broader market capex growth remains sluggish across the remaining 490 companies.
