| Stock | Move | Managers | Total | Largest |
|---|
| D—Dell Technologies Inc | new | 7 | +6.95 pp | Baupost +4.55 pp |
J JCIJohnson Controls International plc | new | 7 | +8.81 pp | Davis +2.96 pp |
B BABAAlibaba Group Holding Limited | new | 6 | +22.76 pp | Tiger Global +8.32 pp |
G GOOGLAlphabet Inc. Class A | new | 5 | +10.26 pp | Jericho +5.55 pp |
A AAPLApple Inc. | new | 5 | +17.16 pp | Coatue +9.01 pp |
W WMBWilliams Companies Inc. | new | 5 | +7.70 pp | Soros +4.19 pp |
F FTVFortive Corporation | new | 4 | +1.35 pp | Akre +0.73 pp |
Q QCOMQualcomm Inc | new | 4 | +7.04 pp | Jericho +5.40 pp |
V VVISA Inc. | new | 4 | +2.47 pp | Third Point +1.51 pp |
W WBWeibo Corporation | new | 4 | +1.31 pp | Jericho +1.30 pp |
G GOOGAlphabet Inc. Class C | added | 11 | +5.69 pp | Viking +1.12 pp |
| VVVISA Inc. | added | 10 | +5.01 pp | Egerton +1.61 pp |
W WFCWells Fargo & Co. | added | 10 | -0.43 pp | Torray +0.33 pp |
B BIDUBaidu, Inc. | added | 9 | +1.36 pp | FPA +0.85 pp |
M MAMastercard Incorporated | added | 8 | +5.15 pp | Russo +1.10 pp |
P PEPPepsiCo, Inc. | added | 8 | +2.63 pp | Lindsell +1.00 pp |
M MSFTMicrosoft Corp | added | 7 | +5.81 pp | Whale Rock +2.69 pp |
| P—Priceline Grp Inc | added | 7 | +4.98 pp | Egerton +1.39 pp |
| AAAPLApple Inc. | added | 6 | +6.68 pp | Tiger Global +3.36 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 6 | +3.16 pp | Gates Trust +2.79 pp |
P PFEPfizer Inc. | added | 6 | -0.11 pp | Sound Shore +0.19 pp |
| BBABAAlibaba Group Holding Limited | added | 5 | +9.72 pp | Jericho +6.74 pp |
| GGOOGLAlphabet Inc. Class A | added | 5 | +5.20 pp | Viking +1.45 pp |
A AXPAmerican Express Company | added | 5 | +0.72 pp | Torray +0.51 pp |
B BACBank of America Corporation | added | 5 | +2.52 pp | Sound Shore +0.71 pp |
C CSCOCisco Systems, Inc. (DE) | added | 5 | +0.83 pp | Torray +0.63 pp |
D DISThe Walt Disney Company | added | 5 | -0.69 pp | Mairs +0.07 pp |
M METAMeta Platforms, Inc. Class A | added | 5 | +5.82 pp | Coatue +3.00 pp |
G GILDGilead Sciences Inc | added | 5 | +0.02 pp | Matrix +0.05 pp |
| QQCOMQualcomm Inc | added | 5 | +1.20 pp | Matrix +0.50 pp |
U UTXZRTX Corporation | added | 5 | +0.17 pp | Jensen +0.25 pp |
S SCHWThe Charles Schwab Corporation | added | 5 | +3.17 pp | Triple Frond +2.20 pp |
L LBTYALiberty Global Ltd. Class A | added | 5 | +1.00 pp | Coatue +0.48 pp |
L LBTYKLiberty Global Ltd. Class C | added | 5 | +4.64 pp | Triple Frond +2.59 pp |
T TAT&T Inc. | added | 4 | +0.59 pp | Torray +0.54 pp |
A AMZNAmazon.Com Inc | added | 4 | +2.62 pp | Whale Rock +1.55 pp |
A AVTAvnet, Inc. | added | 4 | +0.18 pp | Tweedy +0.07 pp |
B BNYBank of New York Mellon Corporation | added | 4 | +1.03 pp | Trian +0.68 pp |
C CBRECbre Group, Inc. | added | 4 | +0.91 pp | ValueAct +0.51 pp |
C CHTRCharter Comm Inc Del CL A New | added | 4 | +3.86 pp | Egerton +2.27 pp |
D DALDelta Air Lines, Inc. | added | 4 | +0.29 pp | Altimeter +0.17 pp |
| G—General Electric Co | added | 4 | +0.83 pp | Sound Shore +0.48 pp |
J JPMJPMorgan Chase & Co. | added | 4 | +0.36 pp | Matrix +0.14 pp |
J JDJD.com, Inc. | added | 4 | +1.43 pp | Viking +1.04 pp |
O ORLYO'Reilly Automotive, Inc. | added | 4 | +3.17 pp | Maverick +3.20 pp |
P PMPhilip Morris International Inc. | added | 4 | -0.08 pp | Maverick +0.24 pp |
T TXNTexas Instruments Incorporated | added | 4 | -0.09 pp | First Eagle +0.24 pp |
| T—Twenty First Centy Fox Inc | added | 4 | +2.71 pp | Baupost +1.57 pp |
| MMSFTMicrosoft Corp | trimmed | 22 | -8.32 pp | ValueAct -6.94 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 16 | -1.07 pp | Cooperman -1.24 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 15 | -1.19 pp | Appaloosa -1.96 pp |
J JNJJohnson & Johnson | trimmed | 14 | -2.48 pp | Jensen -0.85 pp |
C CMCSAComcast Corp | trimmed | 11 | -1.63 pp | Maverick -0.78 pp |
O ORCLOracle Corp | trimmed | 11 | -3.78 pp | FPA -2.08 pp |
| VVVISA Inc. | trimmed | 11 | -2.18 pp | Lone Pine -1.61 pp |
W WMTWalmart Inc. | trimmed | 11 | -3.14 pp | Berkshire -1.53 pp |
| AAAPLApple Inc. | trimmed | 10 | +0.36 pp | Greenlight -0.80 pp |
| CCSCOCisco Systems, Inc. (DE) | trimmed | 10 | +1.30 pp | FPA -0.34 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 10 | -14.42 pp | Duquesne -10.11 pp |
A AIGAmerican International Group, Inc. | trimmed | 9 | +0.62 pp | Viking -0.11 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 9 | -2.03 pp | Tweedy -0.58 pp |
| CCHTRCharter Comm Inc Del CL A New | trimmed | 9 | -8.02 pp | Tiger Global -6.09 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 9 | -0.90 pp | Greenberg -1.10 pp |
P PGProcter & Gamble Company | trimmed | 9 | -0.66 pp | Yacktman -0.66 pp |
| AAMZNAmazon.Com Inc | trimmed | 8 | -3.80 pp | Tiger Global -4.24 pp |
| AAXPAmerican Express Company | trimmed | 8 | -1.82 pp | Maverick -1.13 pp |
K KMXCarMax Inc. | trimmed | 8 | -3.44 pp | Abrams Bison -3.37 pp |
I INTCIntel Corp | trimmed | 8 | +0.21 pp | Yacktman -0.17 pp |
I IBMInternational Business Machines Corporation | trimmed | 8 | +0.07 pp | Kahn -0.05 pp |
S SLBSLB Limited | trimmed | 8 | -1.37 pp | Dodge & Cox -0.58 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 8 | +3.29 pp | Torray +0.01 pp |
U USBU.S. Bancorp | trimmed | 8 | -0.60 pp | Maverick -0.60 pp |
U UNPUnion Pacific Corp. | trimmed | 8 | +0.26 pp | Tweedy -0.09 pp |
G GLWCorning Incorporated | trimmed | 7 | -0.22 pp | Dodge & Cox -0.26 pp |
X XOMExxon Mobil Corp | trimmed | 7 | -1.44 pp | Pzena -0.75 pp |
H HPQHP Inc. | trimmed | 7 | -0.18 pp | Davis -0.41 pp |
| MMAMastercard Incorporated | trimmed | 7 | +0.68 pp | PRIMECAP -0.05 pp |
M MRKMerck & Co., Inc. | trimmed | 7 | +0.23 pp | Dodge & Cox -0.32 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 7 | -1.35 pp | Coatue -1.56 pp |
P PXGBXPraxair Inc | trimmed | 7 | -0.08 pp | Torray -0.25 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 7 | +0.01 pp | Matrix -0.19 pp |
M MMM3M Company | trimmed | 7 | -1.28 pp | Greenhaven -0.60 pp |
M MDTMedtronic plc | trimmed | 7 | -0.82 pp | Oakmark -0.30 pp |
A ADBEAdobe Inc. | trimmed | 6 | -2.28 pp | Maverick -1.93 pp |
9 9990302DApache Corp | trimmed | 6 | +0.05 pp | Pzena -0.31 pp |
| BBNYBank of New York Mellon Corporation | trimmed | 6 | +0.16 pp | Tweedy -0.13 pp |
B BAXBaxter International Inc. | trimmed | 6 | -0.70 pp | Pzena -0.57 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 6 | -2.88 pp | Sequoia -2.14 pp |
B BIIBBiogen Inc. | trimmed | 6 | +0.68 pp | Viking -0.35 pp |
| D—Du Pont E I De Nemours & Co | trimmed | 6 | -1.92 pp | Southeastern -1.46 pp |
| G—General Electric Co | trimmed | 6 | -2.52 pp | Trian -1.40 pp |
| L—Leucadia National | trimmed | 6 | +0.66 pp | Third Ave -0.03 pp |
M MHKMohawk Industries, Inc. | trimmed | 6 | -3.11 pp | Third Point -1.17 pp |
N NVDANvidia Corp | trimmed | 6 | -1.73 pp | Egerton -0.89 pp |
| PPEPPepsiCo, Inc. | trimmed | 6 | -1.05 pp | Yacktman -0.99 pp |
| PPMPhilip Morris International Inc. | trimmed | 6 | -0.88 pp | Russo -0.60 pp |
| UUTXZRTX Corporation | trimmed | 6 | -1.83 pp | Southeastern -0.63 pp |
| S—Shire PLC | trimmed | 6 | -1.27 pp | Lone Pine -0.68 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 6 | -0.93 pp | Dodge & Cox -0.26 pp |
| WWFCWells Fargo & Co. | trimmed | 6 | -2.05 pp | Tweedy -0.79 pp |