Guru Portfolios: The Most Successful Investors Strategy

Filing on Nov 14, 2025 Q3 2025

Daniel Loeb

Third Point LLC
  • PCG
  • AMZN
  • SPY
  • MSFT
  • NVDA
  • NSC
  • TSM
Daniel Loeb's Q3 2025 Portfolio
Portfolio Value 7.14 Billion
Stocks 46
Filing on Nov 14, 2025 Q3 2025

Lee Ainslie

Maverick Capital LTD
  • AMZN
  • MSFT
  • NVDA
  • NU
  • TSM
  • UNP
  • PM
Lee Ainslie's Q3 2025 Portfolio
Portfolio Value 6.78 Billion
Stocks 203
Filing on Nov 14, 2025 Q3 2025

Jeffrey Ubben

Value Act Holdings, L.P.
  • AMZN
  • CRM
  • MDB
  • RBLX
  • META
  • V
  • DIS
Jeffrey Ubben's Q3 2025 Portfolio
Portfolio Value 5.72 Billion
Stocks 16
Filing on Nov 14, 2025 Q3 2025

Altarock Partners

Altarock Partners LLC
  • AMZN
  • MSFT
  • TDG
  • MCO
  • MA
  • V
  • HLT
Altarock Partners's Q3 2025 Portfolio
Portfolio Value 5.47 Billion
Stocks 9
Filing on Nov 14, 2025 Q3 2025

Stanley Druckenmiller

Duquesne Family Office LLC
  • NTRA
  • INSM
  • TEVA
  • TSM
  • WWD
  • CPNG
  • MELI
Stanley Druckenmiller's Q3 2025 Portfolio
Portfolio Value 4.06 Billion
Stocks 65
Filing on Nov 14, 2025 Q3 2025

Glenn Greenberg

Brave Warrior Advisors, LLC
  • ELV
  • SNX
  • OMF
  • SLM
  • AN
  • LEN
  • RYAAY
Glenn Greenberg's Q3 2025 Portfolio
Portfolio Value 3.96 Billion
Stocks 33
Filing on Nov 14, 2025 Q3 2025

George Soros

Soros Fund Management LLC
  • AMZN
  • GOOGL
  • RSP
  • FXI
  • SPY
  • CRM
  • IBKR
George Soros's Q3 2025 Portfolio
Portfolio Value 3.82 Billion
Stocks 184
Filing on Nov 14, 2025 Q3 2025

Nelson Peltz

Trian Fund Management, L.P.
  • JHG
  • GE
  • IVZ
  • WEN
  • FERG
Nelson Peltz's Q3 2025 Portfolio
Portfolio Value 3.49 Billion
Stocks 8
Filing on Nov 14, 2025 Q3 2025

Cliff Sosin

Cas Investment Partners, LLC
  • CVNA
  • HGV
  • COF
  • CDLX
  • SWIM
Cliff Sosin's Q3 2025 Portfolio
Portfolio Value 2.24 Billion
Stocks 5
Filing on Nov 14, 2025 Q3 2025

Prem Watsa

Fairfax Financial Holdings LTD
  • ORLA
  • OXY
  • CVS
  • CLF
  • BB
  • KHC
  • KW
Prem Watsa's Q3 2025 Portfolio
Portfolio Value 2 Billion
Stocks 29
Filing on Nov 14, 2025 Q3 2025

Bruce Berkowitz

Fairholme Capital Management LLC
  • JOE
  • EPD
  • OZK
  • BRK-B
  • WRB
  • OXY
  • ET
Bruce Berkowitz's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 12
Filing on Nov 14, 2025 Q3 2025

Pat Dorsey

Dorsey Asset Management, LLC
  • DHR
  • ASML
  • AER
  • META
  • AZO
  • GOOG
  • BKNG
Pat Dorsey's Q3 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 9
Filing on Nov 14, 2025 Q3 2025

Christopher Bloomstran

Semper Augustus Investments Group LLC
  • BRK-B
  • DG
  • BRK-A
  • KGC
  • NEM
  • OLN
  • FIVE
Christopher Bloomstran's Q3 2025 Portfolio
Portfolio Value 786 Million
Stocks 38
Filing on Nov 14, 2025 Q3 2025

David Rolfe

Wedgewood Partners Inc
  • TSM
  • META
  • GOOGL
  • AAPL
  • MSFT
  • PYPL
  • BKNG
David Rolfe's Q3 2025 Portfolio
Portfolio Value 548 Million
Stocks 19
Filing on Nov 14, 2025 Q3 2025

Broad Run

Broad Run Investment Management, LLC
  • ASTS
  • ORLY
  • MKL
  • AON
  • AMAT
  • CCOI
  • NVR
Broad Run's Q3 2025 Portfolio
Portfolio Value 531 Million
Stocks 24
Filing on Nov 14, 2025 Q3 2025

Glenn Welling

Engaged Capital LLC
  • VFC
  • YETI
  • GXO
  • EVH
  • CGNX
  • FRPT
  • PTLO
Glenn Welling's Q3 2025 Portfolio
Portfolio Value 408 Million
Stocks 9
Filing on Nov 14, 2025 Q3 2025

Norbert Lou

Punch Card Management L.P.
  • BRK-A
  • SGOV
  • PDD
  • CROX
  • PYPL
  • FISV
Norbert Lou's Q3 2025 Portfolio
Portfolio Value 322 Million
Stocks 6
Filing on Nov 14, 2025 Q3 2025

Josh Tarasoff

Greenlea Lane Capital Management, LLC
  • AMZN
  • BRK-A
  • MKL
  • TSLA
  • TRUP
  • GOOGL
  • BUR
Josh Tarasoff's Q3 2025 Portfolio
Portfolio Value 280 Million
Stocks 8