| Stock | Move | Managers | Total | Largest |
|---|
P PARAParamount Global-class B | new | 7 | +16.23 pp | Baupost +8.29 pp |
G GOOGLAlphabet Inc. Class A | new | 6 | +24.79 pp | AltaRock +19.06 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | new | 6 | +11.05 pp | Egerton +5.91 pp |
X XPXP Inc. Class A | new | 6 | +1.77 pp | Maverick +0.97 pp |
B BMY-RBristol-myers Squibb-cvr | new | 5 | +2.91 pp | Abrams +2.17 pp |
M METAMeta Platforms, Inc. Class A | added | 11 | +10.22 pp | Duquesne +3.48 pp |
B BABAAlibaba Group Holding Limited | added | 10 | +13.82 pp | Appaloosa +6.48 pp |
A AMZNAmazon.Com Inc | added | 10 | +15.13 pp | H&H +11.59 pp |
G GOOGAlphabet Inc. Class C | added | 9 | +5.11 pp | Check +2.38 pp |
V VVISA Inc. | added | 9 | +0.52 pp | AKO +0.37 pp |
A ADBEAdobe Inc. | added | 8 | +3.28 pp | Egerton +0.97 pp |
| GGOOGLAlphabet Inc. Class A | added | 8 | +3.22 pp | Oakmark +1.70 pp |
M MAMastercard Incorporated | added | 8 | +2.65 pp | Lone Pine +1.25 pp |
M MSFTMicrosoft Corp | added | 8 | +7.04 pp | Whale Rock +5.19 pp |
N NFLXNetFlix Inc | added | 8 | +15.93 pp | D1 +7.17 pp |
B BIDUBaidu, Inc. | added | 7 | +5.49 pp | Tweedy +2.27 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 7 | +0.64 pp | Sequoia +0.31 pp |
W WFCWells Fargo & Co. | added | 7 | +1.05 pp | Russo +0.67 pp |
O ORCLOracle Corp | added | 6 | -0.58 pp | Maverick +0.03 pp |
S SCHWThe Charles Schwab Corporation | added | 6 | +0.84 pp | Dodge & Cox +0.36 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 6 | +2.05 pp | Appaloosa +0.63 pp |
W WDAYWorkday, Inc. Class A | added | 6 | +4.39 pp | Duquesne +3.12 pp |
A AAPLApple Inc. | added | 5 | +1.10 pp | Jensen +0.83 pp |
C CMCSAComcast Corp | added | 5 | -0.19 pp | Kahn +0.01 pp |
C COSTCostco Wholesale Corp | added | 5 | +0.31 pp | Maverick +0.30 pp |
D DISThe Walt Disney Company | added | 5 | +1.10 pp | Lindsell +0.92 pp |
E EBAYeBay Inc | added | 5 | -0.38 pp | Baupost +0.76 pp |
X XOMExxon Mobil Corp | added | 5 | -0.99 pp | Ariel 0.00 pp |
| G—General Electric Co | added | 5 | +2.38 pp | Trian +1.57 pp |
M MCOMoody's Corporation | added | 5 | +0.66 pp | Valley Forge +0.33 pp |
P PYPLPayPal Holdings, Inc. | added | 5 | -0.25 pp | Lindsell +0.49 pp |
P PDDPDD Holdings Inc. | added | 5 | +1.91 pp | Tiger Global +0.87 pp |
N NOWServicenow, Inc. | added | 5 | +4.60 pp | D1 +2.60 pp |
T TRUPTrupanion, Inc. | added | 5 | +9.41 pp | Greenlea +5.50 pp |
U UBERUber Technologies, Inc. | added | 5 | +9.32 pp | Altimeter +3.61 pp |
U UNPUnion Pacific Corp. | added | 5 | +0.68 pp | Lone Pine +0.68 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 24 | -11.43 pp | RV Capital -5.82 pp |
| MMSFTMicrosoft Corp | trimmed | 24 | -22.67 pp | Duquesne -13.90 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 23 | -21.23 pp | Dorsey -7.74 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 15 | -13.42 pp | RV Capital -10.77 pp |
| AAMZNAmazon.Com Inc | trimmed | 15 | -19.37 pp | Duquesne -9.04 pp |
| AAAPLApple Inc. | trimmed | 15 | +3.08 pp | Torray -1.23 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 15 | -1.48 pp | H&H -4.75 pp |
| WWFCWells Fargo & Co. | trimmed | 15 | -5.53 pp | Chou -3.99 pp |
J JPMJPMorgan Chase & Co. | trimmed | 14 | -5.80 pp | Greenhaven -4.92 pp |
| MMAMastercard Incorporated | trimmed | 14 | -0.38 pp | Triple Frond -1.02 pp |
| VVVISA Inc. | trimmed | 14 | -5.43 pp | Coatue -3.04 pp |
B BACBank of America Corporation | trimmed | 13 | -0.88 pp | Hillman -1.48 pp |
A AXPAmerican Express Company | trimmed | 12 | -0.17 pp | AKO -0.81 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 11 | -11.52 pp | D1 -7.25 pp |
P PGProcter & Gamble Company | trimmed | 10 | -8.44 pp | Trian -5.22 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 10 | -5.31 pp | Greenberg -2.87 pp |
B BKNGBooking Holdings Inc. | trimmed | 9 | -1.37 pp | Maverick -1.86 pp |
| OORCLOracle Corp | trimmed | 9 | -6.85 pp | Polen -3.78 pp |
S SLBSLB Limited | trimmed | 9 | -0.02 pp | Mairs -0.24 pp |
U USBU.S. Bancorp | trimmed | 9 | +0.35 pp | Davis -0.04 pp |
B BMYBristol-Myers Squibb Co. | trimmed | 8 | -1.41 pp | Baupost -2.99 pp |
C CCitigroup Inc. | trimmed | 8 | +4.93 pp | Causeway -0.34 pp |
| CCMCSAComcast Corp | trimmed | 8 | -1.16 pp | Southeastern -0.43 pp |
G GSGoldman Sachs Group Inc. | trimmed | 8 | +2.22 pp | Berkshire -0.63 pp |
J JNJJohnson & Johnson | trimmed | 8 | +1.49 pp | Yacktman -0.48 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 8 | +5.64 pp | FPA 0.00 pp |
| AADBEAdobe Inc. | trimmed | 7 | -2.33 pp | Torray -1.21 pp |
B BNYBank of New York Mellon Corporation | trimmed | 7 | +0.84 pp | Oakmark -0.07 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 7 | +0.57 pp | Sequoia -1.05 pp |
C CVSCvs Health Corporation | trimmed | 7 | -0.83 pp | Vulcan -0.86 pp |
K KMXCarMax Inc. | trimmed | 7 | -5.16 pp | Sequoia -2.72 pp |
| DDISThe Walt Disney Company | trimmed | 7 | +0.17 pp | Check -0.06 pp |
J JDJD.com, Inc. | trimmed | 7 | +1.63 pp | Viking -0.28 pp |
M MRKMerck & Co., Inc. | trimmed | 7 | -0.42 pp | Pzena -0.33 pp |
P PEPPepsiCo, Inc. | trimmed | 7 | -3.13 pp | Yacktman -2.17 pp |
Q QCOMQualcomm Inc | trimmed | 7 | -1.06 pp | Matrix -0.96 pp |
U UTXZRTX Corporation | trimmed | 7 | -1.44 pp | Third Point -0.76 pp |
C CRMSalesforce, Inc. | trimmed | 7 | -4.74 pp | D1 -1.63 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 7 | -4.94 pp | Jericho -5.48 pp |
| UUNPUnion Pacific Corp. | trimmed | 7 | -1.74 pp | Egerton -1.94 pp |
9 99952EURLinde PLC/OLD | trimmed | 7 | -3.55 pp | Causeway -1.51 pp |
A ALCAlcon Inc. | trimmed | 7 | -0.82 pp | Wedgewood -0.70 pp |
A AMGNAmgen Inc | trimmed | 6 | +0.93 pp | Dodge & Cox 0.00 pp |
C CBRECbre Group, Inc. | trimmed | 6 | +0.43 pp | Jensen 0.00 pp |
C CVXChevron Corporation | trimmed | 6 | -0.18 pp | Matrix -0.11 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 6 | +0.44 pp | Tweedy -0.39 pp |
F FASTFastenal Co | trimmed | 6 | -0.49 pp | Wedgewood -0.73 pp |
F FDXFedEx Corporation | trimmed | 6 | -3.81 pp | Greenhaven -3.21 pp |
| G—General Electric Co | trimmed | 6 | +1.22 pp | Oakmark -0.21 pp |
| G—Glaxosmithkline PLC | trimmed | 6 | +0.17 pp | Ariel -0.12 pp |
H HALHalliburton Company | trimmed | 6 | +1.04 pp | Oakmark -0.09 pp |
K KKRKKR & Co. Inc. | trimmed | 6 | -3.16 pp | Greenlea -1.88 pp |
| NNFLXNetFlix Inc | trimmed | 6 | -0.62 pp | Viking -0.69 pp |
O ORLYO'Reilly Automotive, Inc. | trimmed | 6 | -0.13 pp | Torray -1.41 pp |
| PPYPLPayPal Holdings, Inc. | trimmed | 6 | -1.07 pp | Fundsmith -0.40 pp |
P PMPhilip Morris International Inc. | trimmed | 6 | +0.62 pp | FPA 0.00 pp |
T TJXTJX Companies, Inc. (The) | trimmed | 6 | -0.41 pp | Jensen -0.46 pp |
T TXNTexas Instruments Incorporated | trimmed | 6 | -0.31 pp | Davis -0.22 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 6 | +0.05 pp | Baillie -0.06 pp |
E ELVElevance Health, Inc. | trimmed | 5 | +1.94 pp | Viking -0.47 pp |
A AMATApplied Materials Inc | trimmed | 5 | +3.74 pp | Coatue -0.06 pp |
A AVGOBroadcom Inc. | trimmed | 5 | +0.51 pp | Appaloosa -0.05 pp |
C COFCapital One Financial | trimmed | 5 | +0.20 pp | Oakmark -0.08 pp |
C CHTRCharter Comm Inc Del CL A New | trimmed | 5 | +0.39 pp | Oakmark 0.00 pp |