Guru Portfolios: The Most Successful Investors Strategy

Filing on May 15, 2024 Q1 2024

Josh Tarasoff

Greenlea Lane Capital Management, LLC
  • AMZN
  • BRK-A
  • MSFT
  • MKL
  • SHOP
  • MNDY
  • GOOGL
Josh Tarasoff's Q1 2024 Portfolio
Portfolio Value 288 Million
Stocks 10
Filing on May 15, 2024 Q1 2024

Alex Roepers

Atlantic Investment Management, Inc.
  • EMN
  • WCC
  • WFRD
  • TEX
  • FLS
  • PTEN
  • GT
Alex Roepers's Q1 2024 Portfolio
Portfolio Value 228 Million
Stocks 11
Filing on May 15, 2024 Q1 2024

Bryan Lawrence

Oakcliff Capital Partners, LP
  • IBKR
  • TDG
  • GIL
  • GOOG
  • GWRE
  • FNF
  • LGIH
Bryan Lawrence's Q1 2024 Portfolio
Portfolio Value 167 Million
Stocks 10
Filing on May 14, 2024 Q1 2024

Jeremy Grantham

Grantham, Mayo, Van Otterloo & Co. LLC
  • MSFT
  • GOOGL
  • META
  • UNH
  • AAPL
  • JNJ
  • AMZN
Jeremy Grantham's Q1 2024 Portfolio
Portfolio Value 27.2 Billion
Stocks 513
Filing on May 14, 2024 Q1 2024

Ray Dalio

Bridgewater Associates, LP
  • IVV
  • IEMG
  • GOOGL
  • PG
  • NVDA
  • META
  • JNJ
Ray Dalio's Q1 2024 Portfolio
Portfolio Value 19.6 Billion
Stocks 677
Filing on May 14, 2024 Q1 2024

Chris Davis

Davis Selected Advisers
  • META
  • COF
  • WFC
  • BRK-A
  • AMZN
  • AMAT
  • HUM
Chris Davis's Q1 2024 Portfolio
Portfolio Value 17.8 Billion
Stocks 98
Filing on May 14, 2024 Q1 2024

Mario Gabelli

Gamco Investors, Inc. Et Al
  • HRI
  • MLI
  • GATX
  • MOD
  • TXT
  • AXP
  • AME
Mario Gabelli's Q1 2024 Portfolio
Portfolio Value 9.22 Billion
Stocks 858
Filing on May 14, 2024 Q1 2024

Tom Russo

Gardner Russo & Quinn LLC
  • BRK-A
  • GOOG
  • MA
  • NSRGY
  • BRK-B
  • NFLX
  • PM
Tom Russo's Q1 2024 Portfolio
Portfolio Value 7.33 Billion
Stocks 81
Filing on May 14, 2024 Q1 2024

AKO Capital

Ako Capital LLP
  • ALC
  • MSFT
  • GE
  • EL
  • ICE
  • V
  • INTU
Ako Capital's Q1 2024 Portfolio
Portfolio Value 7.06 Billion
Stocks 27
Filing on May 14, 2024 Q1 2024

Howard Marks

Oaktree Capital Management LP
  • TRMD
  • CHK
  • GTX
  • RWAY
  • INFN
  • SBLK
  • STKL
Howard Marks's Q1 2024 Portfolio
Portfolio Value 5.25 Billion
Stocks 169
Filing on May 14, 2024 Q1 2024

Seth Klarman

Baupost Group LLC
  • GOOG
  • WTW
  • FIS
  • VSAT
  • CRH.L
  • CLVT
  • JAZZ
Seth Klarman's Q1 2024 Portfolio
Portfolio Value 3.65 Billion
Stocks 22
Filing on May 14, 2024 Q1 2024

David Abrams

Abrams Capital Management, L.P.
  • LAD
  • ABG
  • GOOGL
  • META
  • ET
  • CPNG
  • TPX
David Abrams's Q1 2024 Portfolio
Portfolio Value 2.97 Billion
Stocks 13
Filing on May 15, 2024 Q1 2024

Greg Alexander

Conifer Management, L.L.C.
  • EQH
  • LAD
  • STLA
  • GPI
  • RMNI
Greg Alexander's Q1 2024 Portfolio
Portfolio Value 846 Million
Stocks 7
Filing on May 14, 2024 Q1 2024

Dennis Hong

Shaw Spring Partners LLC
  • IAC
  • HLT
  • FOUR
  • SE
  • MNDY
  • CPNG
  • INTU
Dennis Hong's Q1 2024 Portfolio
Portfolio Value 779 Million
Stocks 8
Filing on May 14, 2024 Q1 2024

Mohnish Pabrai

Dalal Street, LLC
  • AMR
  • CEIX
  • HCC
  • ARCH
Mohnish Pabrai's Q1 2024 Portfolio
Portfolio Value 216 Million
Stocks 4
Filing on May 14, 2024 Q1 2024

Francis Chou

Chou Associates Management Inc.
  • BRK-A
  • BHC
  • ALLY
  • SYF
  • C
  • HTZWW
  • NAVI
Francis Chou's Q1 2024 Portfolio
Portfolio Value 84.5 Million
Stocks 18
Filing on May 13, 2024 Q1 2024

Jim Simons

Renaissance Technologies LLC
  • NVO
  • PLTR
  • META
  • ABNB
  • AMZN
  • VRTX
  • VRSN
Jim Simons's Q1 2024 Portfolio
Portfolio Value 63.6 Billion
Stocks 3659
Filing on May 13, 2024 Q1 2024

Chuck Akre

Akre Capital Management LLC
  • MA
  • MCO
  • KKR
  • AMT
  • ORLY
  • V
  • ROP
Chuck Akre's Q1 2024 Portfolio
Portfolio Value 11.3 Billion
Stocks 20