Portfolios of the great investors (13F)
Every quarter, managers with more than 100 million dollars in US stocks must report them to the SEC. Here is each one's latest filing and what changed since the previous one. Insider buys → · Spanish funds →
| Company | Managers |
|---|---|
| Amazon Com Inc | 8 |
| Visa Inc | 6 |
| Meta Platforms Inc | 6 |
| Microsoft Corp | 6 |
| Alphabet Inc | 6 |
| Taiwan Semiconductor Manufac | 5 |
| Capital One Finl Corp | 5 |
| Space Exploration Techn Corp | 4 |
| Sea, Ltd. | 4 |
| Home Depot Inc | 4 |
| Company | Managers |
|---|---|
| Alphabet Inc | 6 |
| Microsoft Corp | 5 |
| Meta Platforms Inc | 5 |
| Visa Inc | 5 |
| Constellation Brands Inc | 4 |
| The Walt Disney Co. | 4 |
| Corning Inc | 4 |
| Amazon Com Inc | 4 |
| Berkshire Hathaway Inc Del | 4 |
| Taiwan Semiconductor Manufac | 4 |
| Company | Managers |
|---|---|
| Visa Inc | 15 |
| Alphabet Inc | 13 |
| Amazon Com Inc | 13 |
| Meta Platforms Inc | 13 |
| Alphabet Inc | 11 |
| Microsoft Corp | 10 |
| Taiwan Semiconductor Manufac | 10 |
| Moodys Corp | 8 |
| Berkshire Hathaway Inc Del | 8 |
| Capital One Finl Corp | 8 |
Spanish funds
The portfolios of the most followed Spanish value funds as of June 2026, from the CNMV.
| Fund | Manager | Portfolio value | Holdings |
|---|---|---|---|
| Cobas Internacional | Francisco García Paramés | 1.145 M€ | 43 |
| Cobas Selección | Francisco García Paramés | 1.429 M€ | 49 |
| Cobas Iberia | Francisco García Paramés | 83 M€ | 17 |
| Cobas Grandes Compañías | Francisco García Paramés | 53 M€ | 26 |
| Azvalor Internacional | Álvaro Guzmán de Lázaro y Fernando Bernad | 3.039 M€ | 82 |
| Azvalor Iberia | Álvaro Guzmán de Lázaro y Fernando Bernad | 77 M€ | 27 |
| Azvalor Blue Chips | Álvaro Guzmán de Lázaro y Fernando Bernad | 110 M€ | 42 |
| Magallanes European Equity | Iván Martín | 1.506 M€ | 37 |
| Magallanes Iberian Equity | Iván Martín | 318 M€ | 30 |
| Magallanes Microcaps Europe | Iván Martín | 98 M€ | 42 |
| True Value | Alejandro Estebaranz | 38 M€ | 40 |
| True Value Small Caps | Alejandro Estebaranz | 28 M€ | 34 |
| Bestinver Internacional | 1.560 M€ | 45 | |
| Bestinfond | 1.887 M€ | 53 | |
| Horos Value Internacional | 341 M€ | 54 | |
| Horos Value Iberia | 19 M€ | 29 | |
| Valentum | 149 M€ | 51 | |
| Metavalor | 28 M€ | 36 | |
| Metavalor Internacional | 5 M€ | 45 | |
| Abaco Global Value Opportunities | 57 M€ | 78 |
The managers
Public SEC data (EDGAR). A 13F is filed up to 45 days after the quarter ends, only covers US-listed stocks and does not say at what price they were bought. This is not investment advice.
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