| Stock | Move | Managers | Total | Largest |
|---|
K KKRKKR & Co. Inc. | new | 9 | +11.24 pp | Vulcan +5.06 pp |
P PDDPDD Holdings Inc. | new | 7 | +3.61 pp | Altimeter +2.49 pp |
E ELANElanco Animal Health Incorporated | new | 6 | +0.78 pp | Soros +0.50 pp |
Q QCOMQualcomm Inc | new | 5 | +8.77 pp | Coatue +6.07 pp |
N NXPINXP Semiconductors N.V. | new | 5 | +4.00 pp | Miller +2.02 pp |
G GOOGAlphabet Inc. Class C | added | 13 | +2.55 pp | Lone Pine +1.59 pp |
M METAMeta Platforms, Inc. Class A | added | 13 | -3.51 pp | Altimeter +2.48 pp |
M MSFTMicrosoft Corp | added | 13 | +12.00 pp | Duquesne +4.94 pp |
B BABAAlibaba Group Holding Limited | added | 12 | +7.50 pp | Viking +6.42 pp |
A AAPLApple Inc. | added | 11 | +4.87 pp | Coatue +1.96 pp |
B BIDUBaidu, Inc. | added | 11 | +2.86 pp | Maverick +2.36 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 9 | +8.57 pp | Gates Trust +6.28 pp |
B BKNGBooking Holdings Inc. | added | 7 | -0.34 pp | Dodge & Cox +0.58 pp |
| G—General Electric Co | added | 7 | +2.37 pp | Viking +2.95 pp |
G GSGoldman Sachs Group Inc. | added | 7 | +0.53 pp | Berkshire +0.37 pp |
W WFCWells Fargo & Co. | added | 7 | -0.28 pp | PRIMECAP +0.29 pp |
A ADBEAdobe Inc. | added | 6 | +6.09 pp | Duquesne +1.99 pp |
G GOOGLAlphabet Inc. Class A | added | 6 | +1.66 pp | Duquesne +1.58 pp |
B BACBank of America Corporation | added | 6 | +2.17 pp | Berkshire +1.90 pp |
C CMCSAComcast Corp | added | 6 | +1.51 pp | First Eagle +0.42 pp |
D DISThe Walt Disney Company | added | 6 | +4.82 pp | Viking +3.59 pp |
J JDJD.com, Inc. | added | 6 | -0.89 pp | FPA +1.30 pp |
M MARMarriott International Class A | added | 6 | +0.53 pp | AKO +0.63 pp |
P PEPPepsiCo, Inc. | added | 6 | +0.11 pp | Jensen +0.27 pp |
U UTXZRTX Corporation | added | 6 | +6.63 pp | Pershing +3.50 pp |
U USBU.S. Bancorp | added | 6 | +0.67 pp | Berkshire +0.41 pp |
A AIYActivision Blizzard Inc | added | 5 | +1.81 pp | Lone Pine +1.16 pp |
A AMZNAmazon.Com Inc | added | 5 | +1.31 pp | Whale Rock +0.53 pp |
A AIGAmerican International Group, Inc. | added | 5 | +1.07 pp | Sound Shore +0.74 pp |
B BXBlackstone Inc. | added | 5 | +0.32 pp | Ariel +0.12 pp |
E EAElectronic Arts Inc | added | 5 | +0.22 pp | Lone Pine +0.16 pp |
X XOMExxon Mobil Corp | added | 5 | +0.28 pp | First Eagle +0.20 pp |
G GILDGilead Sciences Inc | added | 5 | +1.82 pp | Duquesne +1.26 pp |
I INTCIntel Corp | added | 5 | +1.18 pp | Cantillon +0.90 pp |
J JPMJPMorgan Chase & Co. | added | 5 | +3.52 pp | Giverny +2.44 pp |
M MCKMcKesson Corporation | added | 5 | +1.94 pp | Vulcan +1.36 pp |
N NFLXNetFlix Inc | added | 5 | +0.21 pp | Jericho +2.07 pp |
P PCGPG&E Corporation | added | 5 | +9.33 pp | Baupost +5.14 pp |
S STTState Street Corporation | added | 5 | +1.63 pp | Vulcan +1.12 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 5 | +2.51 pp | Oaktree +1.61 pp |
M MMM3M Company | added | 5 | +1.03 pp | Jensen +0.48 pp |
V VVISA Inc. | added | 5 | +0.81 pp | AKO +0.44 pp |
| MMSFTMicrosoft Corp | trimmed | 26 | +1.83 pp | Gates Trust -3.64 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 19 | -3.56 pp | Viking -3.57 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 17 | -5.58 pp | Maverick -5.25 pp |
| VVVISA Inc. | trimmed | 17 | -2.93 pp | Maverick -1.39 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 16 | -33.98 pp | Duquesne -8.44 pp |
M MAMastercard Incorporated | trimmed | 14 | -0.25 pp | Egerton -0.76 pp |
| AAMZNAmazon.Com Inc | trimmed | 13 | -3.53 pp | Duquesne -1.48 pp |
A AXPAmerican Express Company | trimmed | 13 | -1.78 pp | First Eagle -0.81 pp |
| WWFCWells Fargo & Co. | trimmed | 13 | -5.98 pp | Berkshire -2.29 pp |
O ORCLOracle Corp | trimmed | 12 | -0.75 pp | FPA -2.16 pp |
| BBACBank of America Corporation | trimmed | 11 | -4.18 pp | Egerton -1.68 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 11 | +5.08 pp | Weitz -0.95 pp |
J JNJJohnson & Johnson | trimmed | 11 | +1.48 pp | PRIMECAP -0.02 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 11 | -1.67 pp | Egerton -2.16 pp |
C CCitigroup Inc. | trimmed | 10 | -1.35 pp | Chou -2.03 pp |
S SCHWThe Charles Schwab Corporation | trimmed | 10 | -3.39 pp | Egerton -1.80 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 10 | -1.27 pp | FPA -1.51 pp |
| AADBEAdobe Inc. | trimmed | 9 | -4.20 pp | Polen -2.51 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 9 | -0.75 pp | FPA -1.51 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 9 | -1.34 pp | Davis -1.35 pp |
B BPBP p.l.c. | trimmed | 8 | -0.34 pp | Kahn -0.16 pp |
B BNYBank of New York Mellon Corporation | trimmed | 8 | -2.20 pp | Tweedy -0.73 pp |
C COPConocoPhillips | trimmed | 8 | +0.11 pp | First Eagle -0.28 pp |
| D—Dowdupont Inc | trimmed | 8 | -2.03 pp | Maverick -1.35 pp |
O ORLYO'Reilly Automotive, Inc. | trimmed | 8 | +1.02 pp | Giverny -1.39 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 8 | -0.13 pp | Fundsmith -0.47 pp |
P PFEPfizer Inc. | trimmed | 8 | +2.04 pp | Mairs -0.01 pp |
P PXGBXPraxair Inc | trimmed | 8 | -1.33 pp | Egerton -1.00 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 7 | -12.67 pp | Duquesne -6.59 pp |
| XXOMExxon Mobil Corp | trimmed | 7 | -0.55 pp | Semper -0.32 pp |
| NNFLXNetFlix Inc | trimmed | 7 | -5.96 pp | Duquesne -3.49 pp |
| UUTXZRTX Corporation | trimmed | 7 | -2.73 pp | Viking -3.05 pp |
C CRMSalesforce, Inc. | trimmed | 7 | -0.81 pp | Egerton -0.99 pp |
A AABAAltaba Inc. | trimmed | 6 | -6.44 pp | Oaktree -4.54 pp |
| AAAPLApple Inc. | trimmed | 6 | +2.68 pp | ARK -1.05 pp |
B BDXBecton, Dickinson and Co. | trimmed | 6 | +0.28 pp | Maverick -0.01 pp |
| BBKNGBooking Holdings Inc. | trimmed | 6 | -0.81 pp | Wedgewood -0.61 pp |
C CVSCvs Health Corporation | trimmed | 6 | -0.48 pp | Vulcan -1.40 pp |
C COFCapital One Financial | trimmed | 6 | -0.51 pp | Dodge & Cox -0.41 pp |
K KMXCarMax Inc. | trimmed | 6 | -4.53 pp | Oakcliff -4.41 pp |
C CVXChevron Corporation | trimmed | 6 | -0.38 pp | Matrix -0.25 pp |
C CTSHCognizant Technology Solutions | trimmed | 6 | -2.38 pp | AKO -1.98 pp |
| CCMCSAComcast Corp | trimmed | 6 | -0.35 pp | Southeastern -0.52 pp |
F FASTFastenal Co | trimmed | 6 | +0.88 pp | Maverick -0.02 pp |
M MRKMerck & Co., Inc. | trimmed | 6 | +0.04 pp | Sound Shore -0.19 pp |
N NOVNOV Inc. | trimmed | 6 | -2.85 pp | Vulcan -2.20 pp |
| QQCOMQualcomm Inc | trimmed | 6 | +2.59 pp | Mairs +0.14 pp |
| A—Aon PLC | trimmed | 6 | -0.10 pp | FPA -0.31 pp |
C CBChubb Limited | trimmed | 6 | -0.24 pp | Soros -0.20 pp |
A AMGNAmgen Inc | trimmed | 5 | +0.14 pp | Dodge & Cox 0.00 pp |
| BBIDUBaidu, Inc. | trimmed | 5 | -9.10 pp | Oakcliff -7.44 pp |
K KOCoca-Cola Company | trimmed | 5 | -1.33 pp | Jensen -1.34 pp |
G GLWCorning Incorporated | trimmed | 5 | +0.24 pp | Check 0.00 pp |
C CACCCredit Acceptance Corp | trimmed | 5 | +0.13 pp | Abrams Bison -0.82 pp |
D DVNDevon Energy Corporation | trimmed | 5 | -0.87 pp | Tweedy -0.47 pp |
| DDISThe Walt Disney Company | trimmed | 5 | +0.68 pp | PRIMECAP -0.11 pp |
| E—Express Scripts Hldg Co | trimmed | 5 | -2.40 pp | Check -4.58 pp |
| G—General Electric Co | trimmed | 5 | -0.40 pp | Torray -0.23 pp |