| Stock | Move | Managers | Total | Largest |
|---|
S SPOTSpotify Technology S.A. | new | 8 | +29.94 pp | Tiger Global +11.30 pp |
M METAMeta Platforms, Inc. Class A | new | 6 | +14.66 pp | Duquesne +8.61 pp |
D DAYDayforce, Inc. | new | 5 | +2.03 pp | Whale Rock +1.38 pp |
J JEFJefferies Financial Group Inc. | new | 5 | +5.19 pp | FPA +3.18 pp |
N NVTnVent Electric plc | new | 5 | +7.09 pp | Trian +4.28 pp |
| MMETAMeta Platforms, Inc. Class A | added | 16 | +14.03 pp | Coatue +2.78 pp |
M MSFTMicrosoft Corp | added | 16 | +11.91 pp | Coatue +2.50 pp |
G GOOGAlphabet Inc. Class C | added | 14 | +4.62 pp | TCI +1.01 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 11 | -6.33 pp | Yacktman +0.17 pp |
B BABAAlibaba Group Holding Limited | added | 9 | +1.53 pp | Egerton +1.34 pp |
G GOOGLAlphabet Inc. Class A | added | 9 | +2.79 pp | Greenberg +1.93 pp |
A AAPLApple Inc. | added | 9 | +3.61 pp | Berkshire +2.57 pp |
C CMCSAComcast Corp | added | 9 | +6.46 pp | FPA +2.73 pp |
W WFCWells Fargo & Co. | added | 9 | +2.16 pp | Appaloosa +0.49 pp |
V VVISA Inc. | added | 8 | +1.86 pp | Mairs +0.72 pp |
A AMZNAmazon.Com Inc | added | 7 | +2.20 pp | Viking +1.25 pp |
C CCitigroup Inc. | added | 7 | +4.74 pp | ValueAct +4.29 pp |
| G—General Electric Co | added | 7 | +1.43 pp | Pzena +0.90 pp |
J JNJJohnson & Johnson | added | 7 | -0.44 pp | Check +0.13 pp |
M MCKMcKesson Corporation | added | 7 | -0.55 pp | Muhlenkamp +0.28 pp |
O ORCLOracle Corp | added | 7 | -0.27 pp | Causeway +0.29 pp |
C CRMSalesforce, Inc. | added | 7 | +1.10 pp | Soros +0.48 pp |
B BIDUBaidu, Inc. | added | 6 | +1.53 pp | Causeway +1.02 pp |
B BKNGBooking Holdings Inc. | added | 6 | -2.67 pp | Lone Pine +0.34 pp |
C CVSCvs Health Corporation | added | 6 | -0.12 pp | Oakmark +0.21 pp |
C CHTRCharter Comm Inc Del CL A New | added | 6 | +7.66 pp | Oakcliff +3.49 pp |
P PMPhilip Morris International Inc. | added | 6 | -1.34 pp | Ariel +0.78 pp |
U UTXZRTX Corporation | added | 6 | +8.12 pp | Pershing +4.72 pp |
S SCHWThe Charles Schwab Corporation | added | 6 | +0.43 pp | Wedgewood +0.53 pp |
U USBU.S. Bancorp | added | 6 | +4.45 pp | Check +2.69 pp |
T TAT&T Inc. | added | 5 | +4.85 pp | Fairholme +4.89 pp |
A AIGAmerican International Group, Inc. | added | 5 | +0.33 pp | Pzena +0.28 pp |
B BNYBank of New York Mellon Corporation | added | 5 | +0.88 pp | Vulcan +0.67 pp |
D DLTRDollar Tree Inc. | added | 5 | +3.64 pp | Maverick +4.01 pp |
J JDJD.com, Inc. | added | 5 | +1.06 pp | FPA +0.46 pp |
M MAMastercard Incorporated | added | 5 | +3.92 pp | Maverick +2.50 pp |
M MDLZMondelez International, Inc. Class A | added | 5 | -2.13 pp | Causeway +0.43 pp |
P PEPPepsiCo, Inc. | added | 5 | +2.69 pp | Yacktman +1.86 pp |
P PGProcter & Gamble Company | added | 5 | +2.56 pp | Yacktman +2.47 pp |
Q QCOMQualcomm Inc | added | 5 | +0.22 pp | Matrix +0.22 pp |
U UNPUnion Pacific Corp. | added | 5 | +1.31 pp | TCI +1.11 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 5 | +4.21 pp | Muhlenkamp +1.58 pp |
V VZVerizon Communications | added | 5 | +0.40 pp | Ariel +0.19 pp |
| MMSFTMicrosoft Corp | trimmed | 22 | -6.02 pp | FPA -1.91 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 16 | -6.69 pp | Duquesne -5.56 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 16 | -0.67 pp | Maverick -0.78 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 14 | -6.57 pp | Lone Pine -2.73 pp |
| VVVISA Inc. | trimmed | 14 | -3.80 pp | Maverick -2.68 pp |
A AXPAmerican Express Company | trimmed | 13 | +0.22 pp | Semper -0.08 pp |
| AAMZNAmazon.Com Inc | trimmed | 12 | -6.05 pp | Sequoia -1.53 pp |
| MMAMastercard Incorporated | trimmed | 12 | +1.48 pp | Jensen -0.50 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 12 | +1.12 pp | Viking -0.19 pp |
| WWFCWells Fargo & Co. | trimmed | 12 | +1.38 pp | Century -0.28 pp |
B BACBank of America Corporation | trimmed | 11 | -4.88 pp | Appaloosa -1.06 pp |
J JPMJPMorgan Chase & Co. | trimmed | 10 | -4.62 pp | Greenhaven -3.21 pp |
A ADBEAdobe Inc. | trimmed | 9 | -3.11 pp | Egerton -1.34 pp |
B BPBP p.l.c. | trimmed | 9 | -1.96 pp | Sound Shore -2.94 pp |
| BBIDUBaidu, Inc. | trimmed | 9 | +0.09 pp | Oakmark -0.49 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 9 | -5.82 pp | Gates Trust -2.57 pp |
| OORCLOracle Corp | trimmed | 9 | -2.08 pp | FPA -0.92 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 9 | -0.29 pp | FPA -0.23 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 8 | -5.34 pp | Appaloosa -2.06 pp |
| BBNYBank of New York Mellon Corporation | trimmed | 8 | +0.21 pp | Third Ave -0.76 pp |
| BBKNGBooking Holdings Inc. | trimmed | 8 | -1.05 pp | Wedgewood -0.34 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 8 | -4.22 pp | Yacktman -2.05 pp |
C COPConocoPhillips | trimmed | 8 | -0.25 pp | Matrix -0.29 pp |
F FDXFedEx Corporation | trimmed | 8 | -5.36 pp | Davis -1.72 pp |
| JJNJJohnson & Johnson | trimmed | 8 | -0.24 pp | Tweedy -0.51 pp |
N NFLXNetFlix Inc | trimmed | 8 | -0.70 pp | Viking -1.63 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 8 | -2.53 pp | Lone Pine -1.32 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 8 | -3.70 pp | Triple Frond -1.30 pp |
A AABAAltaba Inc. | trimmed | 7 | -17.30 pp | TCI -13.21 pp |
| AAAPLApple Inc. | trimmed | 7 | -4.43 pp | Coatue -2.46 pp |
| CCMCSAComcast Corp | trimmed | 7 | -0.43 pp | Oakmark -0.28 pp |
| D—Dowdupont Inc | trimmed | 7 | -0.88 pp | Maverick -0.92 pp |
G GSGoldman Sachs Group Inc. | trimmed | 7 | -3.51 pp | Greenhaven -2.94 pp |
P PFEPfizer Inc. | trimmed | 7 | +0.31 pp | Mairs -0.06 pp |
P PXGBXPraxair Inc | trimmed | 7 | +0.66 pp | ARK 0.00 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 6 | -3.08 pp | Sequoia -1.70 pp |
C CTSHCognizant Technology Solutions | trimmed | 6 | -0.35 pp | Pzena -0.22 pp |
X XOMExxon Mobil Corp | trimmed | 6 | +0.77 pp | Ariel 0.00 pp |
M MCOMoody's Corporation | trimmed | 6 | -3.14 pp | Triple Frond -2.32 pp |
N NOVNOV Inc. | trimmed | 6 | +0.99 pp | Ariel -0.14 pp |
O ORLYO'Reilly Automotive, Inc. | trimmed | 6 | -1.55 pp | Vulcan -2.14 pp |
S SPGIS&P Global Inc. | trimmed | 6 | -0.61 pp | Third Point -0.41 pp |
S SLBSLB Limited | trimmed | 6 | -0.06 pp | Century -0.31 pp |
T TXNTexas Instruments Incorporated | trimmed | 6 | +0.05 pp | PRIMECAP -0.06 pp |
B BBTTruist Financial Corporation | trimmed | 6 | -0.37 pp | Matrix -0.11 pp |
| T—Twenty First Centy Fox Inc | trimmed | 6 | -3.92 pp | ValueAct -6.67 pp |
A ABTAbbott Laboratories | trimmed | 5 | -0.24 pp | Mairs -0.24 pp |
A ALLYAlly Financial Inc. | trimmed | 5 | -1.30 pp | Appaloosa -0.78 pp |
C CHRWC.H. Robinson Worldwide, Inc. | trimmed | 5 | -1.21 pp | Yacktman -0.53 pp |
K KMXCarMax Inc. | trimmed | 5 | +1.66 pp | Oakmark -0.16 pp |
C CVXChevron Corporation | trimmed | 5 | +0.10 pp | Mairs -0.07 pp |
| CCCitigroup Inc. | trimmed | 5 | -0.68 pp | FPA -0.26 pp |
G GLWCorning Incorporated | trimmed | 5 | +0.03 pp | Mairs -0.02 pp |
E EMREmerson Electric Co. | trimmed | 5 | -0.14 pp | Century -0.09 pp |
| G—General Electric Co | trimmed | 5 | -0.15 pp | Mairs -0.14 pp |
| G—Glaxosmithkline PLC | trimmed | 5 | -0.07 pp | Causeway -0.22 pp |
H HALHalliburton Company | trimmed | 5 | -1.41 pp | Tweedy -2.56 pp |