| Stock | Move | Managers | Total | Largest |
|---|
A AMZNAmazon.Com Inc | new | 7 | +25.70 pp | Jericho +10.08 pp |
D DISThe Walt Disney Company | new | 6 | +14.32 pp | H&H +6.85 pp |
M METAMeta Platforms, Inc. Class A | new | 6 | +26.47 pp | Scion +12.72 pp |
G GOOGAlphabet Inc. Class C | new | 5 | +22.05 pp | Triple Frond +11.68 pp |
| MMETAMeta Platforms, Inc. Class A | added | 19 | +20.12 pp | Dorsey +7.39 pp |
G GOOGLAlphabet Inc. Class A | added | 17 | +18.73 pp | Miller +3.69 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 13 | +13.02 pp | Fairholme +8.04 pp |
W WFCWells Fargo & Co. | added | 13 | -4.74 pp | Yacktman +0.73 pp |
| GGOOGAlphabet Inc. Class C | added | 12 | +16.87 pp | Dorsey +11.02 pp |
M MSFTMicrosoft Corp | added | 12 | +15.43 pp | TCI +3.03 pp |
| AAMZNAmazon.Com Inc | added | 11 | +26.99 pp | Duquesne +13.06 pp |
B BKNGBooking Holdings Inc. | added | 10 | +16.08 pp | PAR +12.30 pp |
| DDISThe Walt Disney Company | added | 10 | +8.82 pp | D1 +5.24 pp |
V VVISA Inc. | added | 10 | +9.56 pp | TCI +4.65 pp |
B BABAAlibaba Group Holding Limited | added | 9 | +10.42 pp | Duquesne +2.93 pp |
B BIDUBaidu, Inc. | added | 9 | +5.34 pp | Causeway +1.84 pp |
X XOMExxon Mobil Corp | added | 9 | -1.73 pp | Matrix +0.30 pp |
M MAMastercard Incorporated | added | 9 | +4.62 pp | Valley Forge +4.07 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 9 | +6.95 pp | Sequoia +4.35 pp |
B BACBank of America Corporation | added | 8 | +0.07 pp | Giverny +0.45 pp |
C CMCSAComcast Corp | added | 8 | +5.74 pp | Viking +3.14 pp |
J JPMJPMorgan Chase & Co. | added | 8 | +1.91 pp | Russo +3.48 pp |
S SCHWThe Charles Schwab Corporation | added | 8 | +0.41 pp | Sequoia +1.34 pp |
A ADBEAdobe Inc. | added | 7 | +2.01 pp | Polen +0.66 pp |
G GSGoldman Sachs Group Inc. | added | 7 | -0.04 pp | Ariel +0.25 pp |
U USBU.S. Bancorp | added | 7 | -1.68 pp | Davis +0.68 pp |
P PYPLPayPal Holdings, Inc. | added | 6 | +3.17 pp | Coatue +2.01 pp |
U UTXZRTX Corporation | added | 6 | -0.73 pp | Southeastern +0.67 pp |
A AIYActivision Blizzard Inc | added | 5 | +2.64 pp | Soros +2.15 pp |
A AXPAmerican Express Company | added | 5 | -1.07 pp | Markel -0.05 pp |
A AAPLApple Inc. | added | 5 | +9.99 pp | H&H +9.72 pp |
C CVNACarvana Co. | added | 5 | +4.12 pp | CAS +4.32 pp |
C CNCCentene Corporation | added | 5 | +8.39 pp | Third Point +4.45 pp |
C CSCOCisco Systems, Inc. (DE) | added | 5 | +1.30 pp | Dodge & Cox +0.60 pp |
D DHID.R. Horton Inc. | added | 5 | +2.75 pp | Soros +1.94 pp |
D DALDelta Air Lines, Inc. | added | 5 | -0.42 pp | PAR +0.40 pp |
D DDDuPont de Nemours, Inc. | added | 5 | +1.60 pp | Hillman +0.69 pp |
F FDXFedEx Corporation | added | 5 | +3.42 pp | Southeastern +1.28 pp |
F FISFidelity National Information Services, Inc. | added | 5 | +5.63 pp | Viking +2.05 pp |
| G—General Electric Co | added | 5 | +1.23 pp | Pzena +0.53 pp |
H HUMHumana Inc. | added | 5 | +5.22 pp | Maverick +3.76 pp |
J JDJD.com, Inc. | added | 5 | +4.20 pp | ShawSpring +3.61 pp |
K KKRKKR & Co. Inc. | added | 5 | +2.38 pp | Maverick +1.94 pp |
M MUMicron Technology, Inc. | added | 5 | -37.26 pp | Atreides +2.22 pp |
M MHKMohawk Industries, Inc. | added | 5 | +0.73 pp | Brandes +1.09 pp |
M MCOMoody's Corporation | added | 5 | +5.14 pp | AltaRock +4.53 pp |
O ORCLOracle Corp | added | 5 | +0.75 pp | Weitz +0.48 pp |
N NOWServicenow, Inc. | added | 5 | +1.82 pp | Polen +1.73 pp |
S SBUXStarbucks Corp | added | 5 | +2.15 pp | Pershing +2.81 pp |
T TXNTexas Instruments Incorporated | added | 5 | +0.34 pp | First Eagle +0.16 pp |
W WDAYWorkday, Inc. Class A | added | 5 | +3.32 pp | Tiger Global +1.57 pp |
C CHKPCheck Point Software Technologies Ltd | added | 5 | +1.59 pp | AKO +1.43 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 22 | +0.08 pp | Appaloosa -2.07 pp |
| MMSFTMicrosoft Corp | trimmed | 21 | +9.10 pp | Duquesne -0.76 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 17 | +2.32 pp | Greenberg -4.72 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 17 | -7.21 pp | Viking -4.38 pp |
| VVVISA Inc. | trimmed | 16 | -0.59 pp | Polen -1.83 pp |
| AAMZNAmazon.Com Inc | trimmed | 15 | -5.18 pp | H&H -10.05 pp |
| AAAPLApple Inc. | trimmed | 13 | -0.10 pp | Jensen -0.44 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 13 | +3.21 pp | Gates Trust -5.62 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 12 | -1.64 pp | Egerton -2.64 pp |
| MMAMastercard Incorporated | trimmed | 12 | -8.54 pp | Coatue -4.99 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 11 | -3.99 pp | Matrix -0.78 pp |
| OORCLOracle Corp | trimmed | 11 | -1.36 pp | Jensen -1.57 pp |
| AADBEAdobe Inc. | trimmed | 10 | -2.51 pp | Coatue -3.64 pp |
| AAXPAmerican Express Company | trimmed | 10 | -2.40 pp | Egerton -1.16 pp |
J JNJJohnson & Johnson | trimmed | 10 | -0.09 pp | Yacktman -0.51 pp |
P PGProcter & Gamble Company | trimmed | 10 | +4.54 pp | Yacktman -2.04 pp |
B BMYBristol-Myers Squibb Co. | trimmed | 9 | +2.84 pp | Dodge & Cox -0.28 pp |
P PEPPepsiCo, Inc. | trimmed | 9 | -1.05 pp | Yacktman -0.95 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 9 | -0.32 pp | Whale Rock -1.12 pp |
| BBACBank of America Corporation | trimmed | 8 | -2.65 pp | Torray -0.84 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 8 | -5.57 pp | Sequoia -3.01 pp |
C CCitigroup Inc. | trimmed | 8 | -13.70 pp | Greenhaven -7.97 pp |
| CCMCSAComcast Corp | trimmed | 8 | +0.42 pp | Southeastern -0.12 pp |
M MRKMerck & Co., Inc. | trimmed | 8 | +2.02 pp | Torray -0.05 pp |
N NFLXNetFlix Inc | trimmed | 8 | -11.41 pp | D1 -10.35 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 8 | +3.55 pp | Egerton -1.25 pp |
A ABTAbbott Laboratories | trimmed | 7 | +0.04 pp | Maverick -0.10 pp |
B BNYBank of New York Mellon Corporation | trimmed | 7 | -3.88 pp | Trian -1.74 pp |
K KMXCarMax Inc. | trimmed | 7 | -5.38 pp | Oakcliff -2.56 pp |
C CHTRCharter Comm Inc Del CL A New | trimmed | 7 | +0.54 pp | Triple Frond -1.57 pp |
| G—General Electric Co | trimmed | 7 | -6.16 pp | Duquesne -3.14 pp |
| GGSGoldman Sachs Group Inc. | trimmed | 7 | -1.39 pp | Berkshire -0.97 pp |
N NVDANvidia Corp | trimmed | 7 | -6.11 pp | Atreides -3.95 pp |
| PPYPLPayPal Holdings, Inc. | trimmed | 7 | -3.94 pp | Dorsey -3.13 pp |
P PMPhilip Morris International Inc. | trimmed | 7 | +0.72 pp | Dodge & Cox 0.00 pp |
Q QCOMQualcomm Inc | trimmed | 7 | -0.03 pp | Torray -0.08 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 7 | -10.35 pp | Triple Frond -9.31 pp |
U UNPUnion Pacific Corp. | trimmed | 7 | -2.67 pp | Giverny -1.72 pp |
A AMGNAmgen Inc | trimmed | 6 | +0.31 pp | Torray -0.11 pp |
A ADIAnalog Devices, Inc. | trimmed | 6 | -0.12 pp | Cantillon -0.57 pp |
A AKXAnsys Inc | trimmed | 6 | -0.39 pp | AKO -0.77 pp |
E ELVElevance Health, Inc. | trimmed | 6 | -8.25 pp | TCI -4.42 pp |
C CVSCvs Health Corporation | trimmed | 6 | +0.05 pp | Vulcan -0.55 pp |
| JJDJD.com, Inc. | trimmed | 6 | +1.76 pp | FPA -0.84 pp |
| KKKRKKR & Co. Inc. | trimmed | 6 | +1.42 pp | Pzena -0.16 pp |
M MCDMcDonald's Corporation | trimmed | 6 | +0.30 pp | Baillie 0.00 pp |
| MMCOMoody's Corporation | trimmed | 6 | +1.31 pp | Akre -0.79 pp |
C CRMSalesforce, Inc. | trimmed | 6 | -4.18 pp | ARK -1.43 pp |