Parthenon
$875M 13F equity value
131 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 227,868 | $84M | 9.6% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 138,348 | $66M | 7.6% |
| GOOGL | ALPHABET INC | 157,083 | $45M | 5.2% |
| META | META PLATFORMS INC | 67,643 | $39M | 4.4% |
| GOOG | ALPHABET INC | 112,836 | $32M | 3.7% |
| AAPL | APPLE INC | 127,221 | $32M | 3.7% |
| GLW | CORNING INC | 230,615 | $31M | 3.6% |
| XOM | EXXON MOBIL CORP | 174,820 | $30M | 3.4% |
| JNJ | JOHNSON & JOHNSON | 120,839 | $30M | 3.4% |
| WMT | WALMART INC | 226,440 | $28M | 3.2% |
Track Parthenon's 13F portfolio: $875M in reported holdings, 131 positions. Top holdings and quarterly changes on SentiSense.