Archive · 24 Sep 2026
Apple, GE Aerospace, Berkshire Lead Super Investors’ High-Conviction Bets
Some large investors put a very large share of their money into a few companies.
A tracker called Dataroma looked for stocks that many of these investors owned.
Apple, GE Aerospace, and Berkshire Hathaway stood out.
Apple was owned by the most investors, with 22 holders.
One investor, Duan Yongping, put 41.05% of his portfolio into Apple.
GE Aerospace had 10 holders, and Nelson Peltz had the largest allocation at 35.61%.
Berkshire Hathaway was counted in two share classes, and both attracted many investors.
The data shows where these investors had especially strong confidence, but it is not a recommendation to buy the stocks.
Apple, GE Aerospace, and Berkshire Hathaway were the only names held by at least 10 super investors while also featuring large portfolio allocations.
Apple had the widest ownership, with 22 super investors; Duan Yongping held the largest allocation at 41.05%.
GE Aerospace was held by exactly 10 super investors, led by Nelson Peltz with a 35.61% portfolio allocation.
Berkshire Hathaway Class A was held by 17 super investors, while Class B was held by 26.
The figures cover positions held on June 30, based on Form 13F filings and data from Dataroma.
- Who
- Super investors tracked by Dataroma, including Duan Yongping, Nelson Peltz, Warren Buffett, Norbert Lou, Guy Spier, and others.
- What
- The data identifies Apple, GE Aerospace, and Berkshire Hathaway as high-conviction stocks held by at least 10 super investors.
- When
- The positions were held as of June 30, according to Form 13F filings.
- Where
- In portfolios tracked by Dataroma, covering the stocks discussed in the article.
- Why
- To show which stocks combine broad ownership among super investors with substantial individual portfolio allocations.
- Data source
- Dataroma, using Form 13F filings
- Measurement date
- Positions held as of June 30
- Apple ownership
- 22 super investors; highest allocation of 41.05%
- GE Aerospace ownership
- 10 super investors; highest allocation of 35.61%
- Berkshire Hathaway Class A
- 17 super investors; highest allocation of 42.42%
- Berkshire Hathaway Class B
- 26 super investors; highest allocation of 33.89%
- Broader tracker range
- The top 10 stocks had maximum portfolio allocations ranging from 30% to 80%