Communication Services — Superinvestor Holdings

Telecom, streaming, social media, gaming, and entertainment.

Last updated

$20.37B

Sector Total

15

Stocks Held

49

Managers Exposed

1.4%

% of Tracked Market

Across tracked superinvestor 13F filings, the Communication Services sector accounts for $20.37B in long equity positions (1.4% of combined market value), spread across 15 unique stocks held by 49 of 92 managers.

Top communication services holdings

RankTickerCompanyHoldersAggregate Value
1CMCSAComcast Corporation17$5.33B
2CHTRCharter Communications8$3.46B
3DISWalt Disney Company24$3.20B
4NFLXNetflix Inc15$2.08B
5SPOTSPOTIFY TECHNOLOGY S A10$1.94B
6TMUST-Mobile U.S., Inc.4$1.11B
7LYVLive Nation Entertainment, Inc.8$926.6M
8WBDWARNER BROS DISCOVERY INC5$728.4M
9TTWOTAKE-TWO INTERACTIVE SOFTWAR2$687.4M
10FOXFox Corporation3$634.6M
11VZVerizon Communications, Inc.11$194.6M
12TAT&T INC4$44.3M
13ROKURoku Inc2$29.0M
14LYVLIVE NATION ENTERTAINMENT INC1$2.2M
15EAELECTRONIC ARTS INC1$1.0M

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