Where Data Tells the Story
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This treemap visualizes where the gurus placed their biggest bets last quarter. Alphabet leads with $6.07B in net inflows(Google is added to Warren Buffett's stock portfolio in the third quarter), followed by Visa ($3.85B), Microsoft ($3.69B), and Meta ($2.13B). The cube at the center represents concentrated conviction across tech, fintech, and cloud infrastructure.
🧠 Takeaway:
Institutional capital is clustering around scalable platforms with durable moats — AI, payments, and enterprise software dominate.
📊 Analysis: