Consensus Baskets
What defined groups of managers hold in common — with the inclusion criteria stated on every basket, never an implied endorsement.
Superinvestors
All curated prominent managers except the passive index giants.
52 managers in this basket · Q2 2026 · Fidelity (FMR), Morgan Stanley, JPMorgan Chase, Goldman Sachs…, T. Rowe Price, Citadel Advisors +46
Most widely held in the basket
| # | Security | Held by | Avg weight | Reported value |
|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | 38 / 52 | 3.0% | $342.44B |
| 2 | AMZN Amazon.com, Inc. | 38 / 52 | 3.9% | $300.90B |
| 3 | META Meta Platforms, Inc. | 35 / 52 | 1.8% | $182.39B |
| 4 | TSM Taiwan Semiconductor… | 33 / 52 | 2.2% | $104.83B |
| 5 | MSFT Microsoft Corporation | 32 / 52 | 1.8% | $306.92B |
| 6 | NVDA NVIDIA Corporation | 31 / 52 | 3.8% | $592.85B |
| 7 | GOOG Alphabet Inc. | 31 / 52 | 2.8% | $209.42B |
| 8 | AMD Advanced Micro Devices… | 31 / 52 | 1.0% | $98.80B |
| 9 | V Visa Inc. | 31 / 52 | 1.9% | $89.33B |
| 10 | AVGO Broadcom Inc. | 30 / 52 | 1.4% | $252.69B |
| 11 | AMAT Applied Materials, Inc. | 29 / 52 | 0.9% | $54.34B |
| 12 | DHR Danaher Corporation | 29 / 52 | 0.4% | $20.72B |
| 13 | AAPL Apple Inc. | 28 / 52 | 2.8% | $446.82B |
| 14 | MU Micron Technology, Inc. | 28 / 52 | 2.1% | $197.25B |
| 15 | LLY Eli Lilly and Company | 28 / 52 | 0.9% | $149.63B |
| 16 | COF Capital One Financial… | 28 / 52 | 0.5% | $23.39B |
| 17 | JPM JPMorgan Chase & Co. | 27 / 52 | 0.6% | $69.17B |
| 18 | INTC Intel Corp. | 27 / 52 | 0.8% | $68.48B |
| 19 | BRK-B Berkshire Hathaway Inc. | 27 / 52 | 2.0% | $52.28B |
| 20 | TMO Thermo Fisher Scientific… | 27 / 52 | 0.5% | $31.81B |
| 21 | UNP Union Pacific Corporation | 27 / 52 | 0.6% | $24.03B |
| 22 | SPOT Spotify Technology S.A. | 27 / 52 | 0.5% | $16.46B |
| 23 | LRCX Lam Research Corporation | 26 / 52 | 1.1% | $73.37B |
| 24 | UNH UnitedHealth Group… | 26 / 52 | 0.5% | $68.54B |
| 25 | KO The Coca-Cola Company | 26 / 52 | 0.6% | $66.06B |
Shared new positions
| SPCX Space Exploration… | 25 opened |
| FDXF FedEx Freight Holding… | 21 opened |
| HONA Honeywell Aerospace… | 19 opened |
| CBRS Cerebras Systems Inc. | 17 opened |
| VGNT Versigent PLC | 17 opened |
| WSE Wise Group plc Class… | 14 opened |
| FRVO Fervo Energy Company | 14 opened |
| TRAX | 14 opened |
| QNT Quantinuum Inc. Class… | 14 opened |
| OGC OceanaGold Corporation | 14 opened |
| MAIR Madison Air Solutions… | 13 opened |
| XE X-Energy, Inc. Class… | 13 opened |
Shared exits
| APLS Apellis… | 18 exited |
| CTRA Coterra Energy Inc. | 18 exited |
| FOLD Amicus Therapeutics… | 18 exited |
| SEE Sealed Air Corporation | 17 exited |
| HOLX Hologic, Inc. | 16 exited |
| GLDD | 16 exited |
| CWAN Clearwater Analytics… | 16 exited |
| MASI Masimo Corporation | 16 exited |
| TERN Terns… | 16 exited |
| FFIC | 15 exited |
| CSGS CSG Systems… | 15 exited |
| DAWN Day One… | 15 exited |
Provenance: Basket membership is recomputed from the stated criteria each quarter — nothing is hand-picked into results. Wide consensus can mean crowding as easily as insight; the count is a fact, not a signal. Custom baskets via the API: /api/v1/consensus?ciks=…