| Stock | Move | Managers | Total | Largest |
|---|
C CTVACorteva, Inc. | new | 8 | +2.96 pp | Maverick +1.42 pp |
C CRWDCrowdStrike Holdings, Inc. Class A | new | 8 | +3.93 pp | Jericho +2.42 pp |
D DDDuPont de Nemours, Inc. | new | 8 | +7.00 pp | Maverick +4.69 pp |
U UBERUber Technologies, Inc. | new | 8 | +20.52 pp | Coatue +4.10 pp |
Z ZMZoom Communications, Inc. Class A | new | 7 | +3.69 pp | Whale Rock +1.89 pp |
A ALCAlcon Inc. | new | 7 | +6.54 pp | AKO +3.83 pp |
D DOWDow Inc. | new | 6 | +2.77 pp | Cooperman +1.07 pp |
C CHWYChewy, Inc. | new | 5 | +2.20 pp | D1 +0.98 pp |
| G—Grubhub Inc | new | 5 | +1.29 pp | PAR +0.46 pp |
W WORKSlack Technologies, Inc. | new | 5 | +2.04 pp | Viking +0.76 pp |
G GOOGAlphabet Inc. Class C | added | 20 | +8.66 pp | Appaloosa +4.91 pp |
A AMZNAmazon.Com Inc | added | 14 | +14.25 pp | Appaloosa +6.30 pp |
B BABAAlibaba Group Holding Limited | added | 13 | +4.78 pp | Egerton +2.52 pp |
M METAMeta Platforms, Inc. Class A | added | 12 | +9.74 pp | Viking +4.08 pp |
M MSFTMicrosoft Corp | added | 10 | +9.02 pp | Duquesne +3.14 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 10 | +4.43 pp | Appaloosa +1.67 pp |
W WFCWells Fargo & Co. | added | 10 | +2.47 pp | Century +1.54 pp |
B BACBank of America Corporation | added | 9 | +1.32 pp | Berkshire +0.53 pp |
V VVISA Inc. | added | 9 | +1.30 pp | Valley Forge +0.69 pp |
B BIDUBaidu, Inc. | added | 8 | -1.57 pp | Tweedy +2.01 pp |
B BKNGBooking Holdings Inc. | added | 8 | +3.46 pp | Maverick +1.49 pp |
G GOOGLAlphabet Inc. Class A | added | 7 | +0.94 pp | TCI +1.70 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 7 | +1.76 pp | Check +2.24 pp |
C CVSCvs Health Corporation | added | 7 | +1.19 pp | Vulcan +0.62 pp |
J JNJJohnson & Johnson | added | 7 | +1.16 pp | Jensen +0.70 pp |
S SCHWThe Charles Schwab Corporation | added | 7 | -0.11 pp | Giverny +0.15 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 7 | +0.01 pp | Causeway +0.30 pp |
A AIYActivision Blizzard Inc | added | 6 | +1.47 pp | Duquesne +1.01 pp |
A AAPLApple Inc. | added | 6 | -2.17 pp | Jensen +0.28 pp |
B BMYBristol-Myers Squibb Co. | added | 6 | +6.10 pp | Baupost +3.85 pp |
M MELIMercado Libre, Inc | added | 6 | +5.83 pp | Jericho +3.08 pp |
N NFLXNetFlix Inc | added | 6 | +2.37 pp | D1 +1.49 pp |
C CRMSalesforce, Inc. | added | 6 | +3.23 pp | Appaloosa +2.31 pp |
C CIThe Cigna Group | added | 5 | +0.66 pp | Dodge & Cox +0.31 pp |
G GSGoldman Sachs Group Inc. | added | 5 | +1.17 pp | Greenhaven +0.66 pp |
J JPMJPMorgan Chase & Co. | added | 5 | +0.33 pp | Dodge & Cox +0.19 pp |
M MUMicron Technology, Inc. | added | 5 | -0.27 pp | D1 +2.47 pp |
N NOVNOV Inc. | added | 5 | +0.53 pp | Pzena +0.43 pp |
P PYPLPayPal Holdings, Inc. | added | 5 | -0.10 pp | Polen +0.21 pp |
S SLBSLB Limited | added | 5 | -0.26 pp | First Eagle +0.05 pp |
U USBU.S. Bancorp | added | 5 | +0.95 pp | Mairs +0.30 pp |
U UPSUnited Parcel Service, Inc. Class B | added | 5 | +0.35 pp | Matrix +0.25 pp |
M MDTMedtronic plc | added | 5 | +0.34 pp | Mairs +0.22 pp |
| MMSFTMicrosoft Corp | trimmed | 23 | -5.88 pp | Maverick -2.50 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 19 | +4.21 pp | Lone Pine -1.12 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 16 | -13.31 pp | Sequoia -5.79 pp |
A ADBEAdobe Inc. | trimmed | 14 | -4.86 pp | Viking -1.51 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 14 | -5.63 pp | Egerton -3.30 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 13 | -8.04 pp | Fairholme -4.76 pp |
C CMCSAComcast Corp | trimmed | 13 | -0.78 pp | Dodge & Cox -0.89 pp |
| VVVISA Inc. | trimmed | 13 | -0.43 pp | Viking -2.45 pp |
M MAMastercard Incorporated | trimmed | 12 | -3.74 pp | Vulcan -2.90 pp |
A AXPAmerican Express Company | trimmed | 11 | +0.83 pp | First Eagle -0.43 pp |
| AAAPLApple Inc. | trimmed | 11 | -0.54 pp | ARK -0.76 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 11 | +3.05 pp | Pzena -0.15 pp |
O ORCLOracle Corp | trimmed | 11 | -1.08 pp | Causeway -0.59 pp |
| AAMZNAmazon.Com Inc | trimmed | 9 | -4.46 pp | Coatue -2.68 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 9 | -3.06 pp | Tweedy -2.61 pp |
D DISThe Walt Disney Company | trimmed | 9 | -1.45 pp | D1 -5.15 pp |
| WWFCWells Fargo & Co. | trimmed | 9 | -0.80 pp | Brandes -0.20 pp |
| BBKNGBooking Holdings Inc. | trimmed | 8 | -1.05 pp | Kensico -2.20 pp |
C CCitigroup Inc. | trimmed | 8 | +3.16 pp | PRIMECAP +0.03 pp |
| G—General Electric Co | trimmed | 8 | -0.01 pp | Trian -0.46 pp |
P PGProcter & Gamble Company | trimmed | 8 | -0.69 pp | Yacktman -1.67 pp |
U UNPUnion Pacific Corp. | trimmed | 8 | -6.32 pp | TCI -4.09 pp |
B BNYBank of New York Mellon Corporation | trimmed | 7 | -3.76 pp | Trian -1.27 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 7 | +4.61 pp | First Eagle +0.05 pp |
K KMXCarMax Inc. | trimmed | 7 | +4.41 pp | Weitz -0.08 pp |
C CHTRCharter Comm Inc Del CL A New | trimmed | 7 | -0.81 pp | TCI -1.69 pp |
J JDJD.com, Inc. | trimmed | 7 | -10.69 pp | ShawSpring -6.47 pp |
| NNFLXNetFlix Inc | trimmed | 7 | -1.81 pp | Whale Rock -1.24 pp |
O ORLYO'Reilly Automotive, Inc. | trimmed | 7 | -5.44 pp | Abrams -2.80 pp |
| PPYPLPayPal Holdings, Inc. | trimmed | 7 | -6.11 pp | Dorsey -5.10 pp |
U UTXZRTX Corporation | trimmed | 7 | -4.54 pp | Viking -1.30 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 7 | -2.12 pp | Wedgewood -2.51 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 7 | -0.44 pp | Sound Shore -0.47 pp |
9 99952EURLinde PLC/OLD | trimmed | 7 | -5.26 pp | Jensen -4.68 pp |
A ADIAnalog Devices, Inc. | trimmed | 6 | -0.42 pp | Whale Rock -0.55 pp |
E ELVElevance Health, Inc. | trimmed | 6 | -3.98 pp | Viking -3.61 pp |
X XOMExxon Mobil Corp | trimmed | 6 | -0.61 pp | Pzena -0.24 pp |
F FASTFastenal Co | trimmed | 6 | -0.65 pp | Wedgewood -0.22 pp |
| GGSGoldman Sachs Group Inc. | trimmed | 6 | +0.10 pp | Matrix -0.06 pp |
| JJNJJohnson & Johnson | trimmed | 6 | +0.15 pp | Yacktman -0.33 pp |
K KKRKKR & Co. Inc. | trimmed | 6 | -0.27 pp | Maverick -0.65 pp |
F FWONKLiberty Media Corporation Series C Liberty Formula One | trimmed | 6 | +0.97 pp | Viking -0.44 pp |
M MRKMerck & Co., Inc. | trimmed | 6 | -1.51 pp | Sound Shore -0.98 pp |
N NVDANvidia Corp | trimmed | 6 | -6.80 pp | Coatue -2.96 pp |
P PEPPepsiCo, Inc. | trimmed | 6 | -1.62 pp | Yacktman -0.82 pp |
P PMPhilip Morris International Inc. | trimmed | 6 | -1.46 pp | Russo -1.05 pp |
S SBUXStarbucks Corp | trimmed | 6 | -1.96 pp | Semper -2.23 pp |
| UUSBU.S. Bancorp | trimmed | 6 | +0.48 pp | Dodge & Cox 0.00 pp |
W WMTWalmart Inc. | trimmed | 6 | +0.18 pp | Maverick -0.02 pp |
| A—Aon PLC | trimmed | 6 | +0.07 pp | Sound Shore -0.18 pp |
W WTWWillis Towers Watson Public Limited Company | trimmed | 6 | -0.49 pp | Oakmark -0.53 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 5 | -7.25 pp | Viking -5.55 pp |
A AABAAltaba Inc. | trimmed | 5 | -5.96 pp | Sequoia -3.03 pp |
A AIGAmerican International Group, Inc. | trimmed | 5 | +2.51 pp | Brandes +0.17 pp |
A AMTAmerican Tower Corporation | trimmed | 5 | -0.28 pp | Cantillon -0.15 pp |
9 9990302DApache Corp | trimmed | 5 | -1.93 pp | Davis -0.82 pp |
A AZOAutoZone, Inc. | trimmed | 5 | +0.32 pp | Maverick -0.24 pp |