| Stock | Move | Managers | Total | Largest |
|---|
B BKNGBooking Holdings Inc. | new | 20 | +83.35 pp | AltaRock +24.33 pp |
M METAMeta Platforms, Inc. Class A | new | 9 | +19.71 pp | Fundsmith +6.77 pp |
G GLIBAGci Liberty Inc - Class A | new | 6 | +2.61 pp | Weitz +1.22 pp |
M MUMicron Technology, Inc. | new | 6 | +16.59 pp | Duquesne +6.30 pp |
D DBXDropbox, Inc. Class A | new | 5 | +0.51 pp | Altimeter +0.31 pp |
I IQiQIYI, Inc. | new | 5 | +1.21 pp | Viking +0.73 pp |
P PAGSPagSeguro Digital Ltd. | new | 5 | +5.99 pp | Jericho +3.74 pp |
L LILAKLiberty Latin America Ltd. Class C | new | 5 | +1.50 pp | Weitz +1.24 pp |
| MMETAMeta Platforms, Inc. Class A | added | 16 | +15.81 pp | Viking +4.80 pp |
G GOOGAlphabet Inc. Class C | added | 16 | +7.28 pp | Maverick +1.57 pp |
M MSFTMicrosoft Corp | added | 15 | +15.46 pp | TCI +2.73 pp |
G GOOGLAlphabet Inc. Class A | added | 11 | +4.84 pp | Greenberg +1.44 pp |
A AAPLApple Inc. | added | 11 | +8.45 pp | Berkshire +6.64 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 10 | +1.37 pp | Century +1.68 pp |
B BIDUBaidu, Inc. | added | 9 | +1.16 pp | ARK +0.76 pp |
B BABAAlibaba Group Holding Limited | added | 8 | +2.66 pp | Maverick +1.82 pp |
A AMZNAmazon.Com Inc | added | 8 | +5.67 pp | Duquesne +3.76 pp |
V VVISA Inc. | added | 8 | -0.02 pp | Giverny +0.17 pp |
W WFCWells Fargo & Co. | added | 8 | +0.53 pp | Viking +2.06 pp |
J JNJJohnson & Johnson | added | 7 | -0.36 pp | Maverick +0.04 pp |
M MAMastercard Incorporated | added | 7 | +0.66 pp | Polen +0.32 pp |
S SCHWThe Charles Schwab Corporation | added | 7 | +2.56 pp | Triple Frond +1.52 pp |
U USBU.S. Bancorp | added | 7 | -0.74 pp | Mairs +0.06 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 7 | +1.34 pp | Egerton +0.54 pp |
C CMCSAComcast Corp | added | 6 | -0.05 pp | Oakmark +0.54 pp |
J JDJD.com, Inc. | added | 6 | -0.22 pp | Duquesne +1.70 pp |
M MRKMerck & Co., Inc. | added | 6 | +2.08 pp | Sound Shore +1.02 pp |
N NFLXNetFlix Inc | added | 6 | +7.22 pp | Whale Rock +3.06 pp |
O ORCLOracle Corp | added | 6 | +0.12 pp | Weitz +0.26 pp |
P PMPhilip Morris International Inc. | added | 6 | +0.39 pp | Fundsmith +0.50 pp |
A ADBEAdobe Inc. | added | 5 | +3.63 pp | Polen +1.62 pp |
A AXPAmerican Express Company | added | 5 | +0.58 pp | Check +0.53 pp |
A AIGAmerican International Group, Inc. | added | 5 | +1.04 pp | FPA +0.55 pp |
B BACBank of America Corporation | added | 5 | +2.61 pp | Soros +1.29 pp |
C CHTRCharter Comm Inc Del CL A New | added | 5 | +1.27 pp | AltaRock +1.67 pp |
C CLColgate-Palmolive Company | added | 5 | +0.07 pp | First Eagle +0.45 pp |
X XOMExxon Mobil Corp | added | 5 | -0.04 pp | First Eagle +0.88 pp |
I INTCIntel Corp | added | 5 | +4.51 pp | Maverick +3.90 pp |
M MCKMcKesson Corporation | added | 5 | +0.66 pp | Kensico +0.72 pp |
P PYPLPayPal Holdings, Inc. | added | 5 | +2.16 pp | Wedgewood +0.95 pp |
P PEPPepsiCo, Inc. | added | 5 | -0.24 pp | Lindsell +0.22 pp |
P PGProcter & Gamble Company | added | 5 | -1.41 pp | Brandes -0.01 pp |
U UTXZRTX Corporation | added | 5 | +0.77 pp | AKO +0.42 pp |
C CRMSalesforce, Inc. | added | 5 | +1.46 pp | Tiger Global +1.15 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 5 | +1.91 pp | Cantillon +0.91 pp |
A ACTAllergan PLC | added | 5 | +4.46 pp | Southeastern +1.80 pp |
| MMSFTMicrosoft Corp | trimmed | 22 | -5.94 pp | First Eagle -1.69 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 18 | -7.14 pp | Whale Rock -3.48 pp |
| VVVISA Inc. | trimmed | 16 | -3.22 pp | Viking -1.62 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 14 | -5.04 pp | ARK -1.56 pp |
| WWFCWells Fargo & Co. | trimmed | 13 | -8.75 pp | Check -1.92 pp |
| BBACBank of America Corporation | trimmed | 12 | -3.07 pp | Appaloosa -1.46 pp |
| AAMZNAmazon.Com Inc | trimmed | 11 | -3.96 pp | Viking -3.42 pp |
J JPMJPMorgan Chase & Co. | trimmed | 11 | -0.98 pp | Greenberg -1.06 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 10 | -5.28 pp | Whale Rock -2.83 pp |
| AAXPAmerican Express Company | trimmed | 10 | -1.17 pp | FPA -0.41 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 10 | -6.89 pp | Check -6.41 pp |
| JJNJJohnson & Johnson | trimmed | 10 | -0.95 pp | Fundsmith -0.62 pp |
| MMAMastercard Incorporated | trimmed | 10 | +1.44 pp | Egerton -0.76 pp |
| AAAPLApple Inc. | trimmed | 9 | -7.32 pp | Greenlight -4.10 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 9 | -0.59 pp | FPA -1.62 pp |
G GSGoldman Sachs Group Inc. | trimmed | 9 | -1.31 pp | Sequoia -1.09 pp |
| OORCLOracle Corp | trimmed | 9 | -0.94 pp | FPA -0.97 pp |
| BBIDUBaidu, Inc. | trimmed | 8 | -2.24 pp | Baillie -1.03 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 8 | +0.20 pp | Sound Shore -0.34 pp |
A ABBVAbbvie Inc. | trimmed | 7 | 0.00 pp | Jensen -0.01 pp |
| AADBEAdobe Inc. | trimmed | 7 | -0.19 pp | Maverick -1.82 pp |
B BNYBank of New York Mellon Corporation | trimmed | 7 | -0.02 pp | Davis -0.20 pp |
C CVXChevron Corporation | trimmed | 7 | -0.31 pp | Matrix -0.17 pp |
C CCitigroup Inc. | trimmed | 7 | -2.66 pp | FPA -0.63 pp |
| CCMCSAComcast Corp | trimmed | 7 | -15.56 pp | TCI -15.34 pp |
| D—Dowdupont Inc | trimmed | 7 | -1.57 pp | Third Point -0.81 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 7 | -6.81 pp | Polen -3.59 pp |
| UUTXZRTX Corporation | trimmed | 7 | -2.01 pp | Southeastern -0.87 pp |
S SLBSLB Limited | trimmed | 7 | -0.38 pp | Dodge & Cox -0.30 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 7 | -0.20 pp | Greenberg -0.36 pp |
S STTState Street Corporation | trimmed | 7 | -0.53 pp | Matrix -0.57 pp |
A ADPAutomatic Data Processing | trimmed | 6 | +1.09 pp | Jensen -0.01 pp |
B BPBP p.l.c. | trimmed | 6 | -0.32 pp | Kahn -0.21 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 6 | +1.14 pp | Fairfax -0.13 pp |
K KMXCarMax Inc. | trimmed | 6 | -0.35 pp | Baillie -0.14 pp |
C COPConocoPhillips | trimmed | 6 | +0.83 pp | Check 0.00 pp |
| XXOMExxon Mobil Corp | trimmed | 6 | -0.19 pp | Yacktman -0.10 pp |
F FDXFedEx Corporation | trimmed | 6 | -2.81 pp | Southeastern -2.25 pp |
N NVSNovartis AG | trimmed | 6 | -0.18 pp | PRIMECAP -0.09 pp |
Q QCOMQualcomm Inc | trimmed | 6 | -1.50 pp | Wedgewood -0.72 pp |
M MMM3M Company | trimmed | 6 | -0.80 pp | Tweedy -0.49 pp |
| UUSBU.S. Bancorp | trimmed | 6 | -0.06 pp | Yacktman -0.05 pp |
U UNPUnion Pacific Corp. | trimmed | 6 | -0.30 pp | TCI -0.48 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 6 | -1.23 pp | Causeway -0.69 pp |
A ALLYAlly Financial Inc. | trimmed | 5 | -2.43 pp | Oaktree -1.21 pp |
A AABAAltaba Inc. | trimmed | 5 | -3.77 pp | TCI -4.36 pp |
B BABoeing Company | trimmed | 5 | +0.02 pp | FPA 0.00 pp |
C CBRECbre Group, Inc. | trimmed | 5 | -1.55 pp | ValueAct -1.49 pp |
G GLWCorning Incorporated | trimmed | 5 | -0.57 pp | Dodge & Cox -0.36 pp |
D DHRDanaher Corporation | trimmed | 5 | +0.68 pp | Dodge & Cox +0.03 pp |
E EOGEOG Resources, Inc. | trimmed | 5 | -0.05 pp | Baillie -0.06 pp |
W WUBA58.COM Inc | trimmed | 5 | -0.65 pp | Jericho -0.65 pp |
9 99803EURLaboratory Crp Of Amer Hldgs | trimmed | 5 | -2.92 pp | Check -2.98 pp |
| L—Leucadia National | trimmed | 5 | -0.85 pp | FPA -0.54 pp |