| Stock | Move | Managers | Total | Largest |
|---|
O OTISOtis Worldwide Corporation | new | 8 | +9.00 pp | AKO +5.31 pp |
V VRMVroom, Inc. | new | 8 | +6.49 pp | Durable +3.41 pp |
A APIAgora, Inc. | new | 7 | +0.90 pp | Jericho +0.52 pp |
A AONAon plc Class A | new | 7 | +10.13 pp | Weitz +2.77 pp |
T TMUSRT-Mobile US, Inc. Subscription Rights Expiring 7/27/2020 | new | 6 | +0.03 pp | Maverick +0.02 pp |
C CARRCarrier Global Corporation | new | 5 | +9.77 pp | Southeastern +4.92 pp |
D DISThe Walt Disney Company | new | 5 | +8.72 pp | Sequoia +4.21 pp |
J JPMJPMorgan Chase & Co. | new | 5 | +14.91 pp | Duquesne +4.65 pp |
S SPHRSphere Entertainment Co. | new | 5 | +1.39 pp | Ariel +1.23 pp |
C CRMSalesforce, Inc. | new | 5 | +8.48 pp | Lone Pine +2.93 pp |
X XYZBlock, Inc. | new | 5 | +23.94 pp | ShawSpring +19.16 pp |
M METAMeta Platforms, Inc. Class A | added | 19 | +8.35 pp | Maverick +5.95 pp |
M MSFTMicrosoft Corp | added | 15 | +11.57 pp | Duquesne +4.15 pp |
A AMZNAmazon.Com Inc | added | 13 | +5.47 pp | Maverick +3.90 pp |
B BABAAlibaba Group Holding Limited | added | 11 | +3.54 pp | D1 +4.15 pp |
G GOOGLAlphabet Inc. Class A | added | 11 | +3.35 pp | AltaRock +4.72 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 11 | +12.24 pp | H&H +18.44 pp |
| DDISThe Walt Disney Company | added | 11 | +11.60 pp | Coatue +8.97 pp |
V VVISA Inc. | added | 11 | +3.03 pp | TCI +2.97 pp |
W WFCWells Fargo & Co. | added | 10 | -1.28 pp | Mairs +0.34 pp |
G GOOGAlphabet Inc. Class C | added | 9 | +1.67 pp | Russo +1.41 pp |
S SCHWThe Charles Schwab Corporation | added | 9 | -0.20 pp | Weitz +0.58 pp |
B BIDUBaidu, Inc. | added | 8 | +2.84 pp | Ariel +1.21 pp |
| B—Brookfield Asset Mgmt Inc | added | 8 | -4.09 pp | Check +0.70 pp |
C CRWDCrowdStrike Holdings, Inc. Class A | added | 8 | +8.84 pp | Atreides +2.23 pp |
M MAMastercard Incorporated | added | 8 | +9.02 pp | Valley Forge +6.87 pp |
A AAPLApple Inc. | added | 7 | -7.04 pp | Whale Rock +0.32 pp |
I INTUIntuit Inc | added | 7 | +3.29 pp | Durable +2.82 pp |
| JJPMJPMorgan Chase & Co. | added | 7 | +0.08 pp | Cooperman +1.25 pp |
J JDJD.com, Inc. | added | 7 | +4.13 pp | Duquesne +1.80 pp |
P PEPPepsiCo, Inc. | added | 7 | -1.27 pp | Dodge & Cox 0.00 pp |
A AXPAmerican Express Company | added | 6 | +2.71 pp | Viking +2.59 pp |
B BACBank of America Corporation | added | 6 | +1.20 pp | Sound Shore +1.21 pp |
C CMCSAComcast Corp | added | 6 | +2.98 pp | Viking +1.61 pp |
M MUMicron Technology, Inc. | added | 6 | -30.98 pp | Atreides +2.23 pp |
| CCRMSalesforce, Inc. | added | 6 | +4.63 pp | Greenlea +4.31 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 6 | +2.80 pp | Sequoia +2.86 pp |
U USBU.S. Bancorp | added | 6 | +4.33 pp | D1 +4.15 pp |
M MDTMedtronic plc | added | 6 | -0.44 pp | FPA 0.00 pp |
B BKNGBooking Holdings Inc. | added | 5 | +2.31 pp | AKO +1.52 pp |
C CBRECbre Group, Inc. | added | 5 | +0.06 pp | Oakmark +0.22 pp |
G GSGoldman Sachs Group Inc. | added | 5 | -3.18 pp | Soros +0.51 pp |
H HCAHCA Healthcare, Inc. | added | 5 | +4.24 pp | Abrams Bison +2.01 pp |
N NKENike, Inc. | added | 5 | +2.55 pp | Fundsmith +2.02 pp |
P PYPLPayPal Holdings, Inc. | added | 5 | +11.04 pp | Coatue +6.17 pp |
S SHOPShopify Inc. Class A subordinate voting shares | added | 5 | +7.23 pp | Lone Pine +3.92 pp |
S SYKStryker Corporation | added | 5 | -0.13 pp | Jensen +0.57 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 5 | +4.30 pp | Muhlenkamp +2.46 pp |
A ACNAccenture PLC | added | 5 | +0.78 pp | Jensen +0.54 pp |
| MMSFTMicrosoft Corp | trimmed | 25 | -8.64 pp | Coatue -4.34 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 24 | -9.95 pp | Appaloosa -4.65 pp |
| AAMZNAmazon.Com Inc | trimmed | 17 | -22.71 pp | Duquesne -7.11 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 17 | -18.17 pp | Duquesne -6.81 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 15 | -25.25 pp | Conifer -21.28 pp |
| VVVISA Inc. | trimmed | 14 | -4.71 pp | AltaRock -2.05 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 12 | -5.33 pp | Berkshire -1.93 pp |
O ORCLOracle Corp | trimmed | 12 | -4.28 pp | Yacktman -2.42 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 12 | -16.39 pp | Abrams Bison -10.62 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 11 | -11.60 pp | Gates Trust -7.44 pp |
| MMAMastercard Incorporated | trimmed | 11 | -0.19 pp | Sequoia -0.83 pp |
N NFLXNetFlix Inc | trimmed | 11 | -29.55 pp | Duquesne -8.60 pp |
A ADBEAdobe Inc. | trimmed | 10 | -3.63 pp | Egerton -1.52 pp |
| AAAPLApple Inc. | trimmed | 10 | +2.41 pp | Oakmark -0.27 pp |
N NVDANvidia Corp | trimmed | 10 | -3.90 pp | Wedgewood -1.53 pp |
| BBACBank of America Corporation | trimmed | 9 | -2.33 pp | FPA -0.78 pp |
B BMYBristol-Myers Squibb Co. | trimmed | 9 | -2.56 pp | Hillman -0.93 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 9 | -0.82 pp | Yacktman -0.60 pp |
| PPYPLPayPal Holdings, Inc. | trimmed | 9 | +9.10 pp | Dodge & Cox +0.01 pp |
| WWFCWells Fargo & Co. | trimmed | 9 | -7.38 pp | Berkshire -2.28 pp |
A AIYActivision Blizzard Inc | trimmed | 8 | -20.64 pp | Jericho -13.47 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 8 | -11.12 pp | Baillie -4.08 pp |
B BNYBank of New York Mellon Corporation | trimmed | 8 | -1.92 pp | Trian -1.65 pp |
K KMXCarMax Inc. | trimmed | 8 | +5.55 pp | Dodge & Cox 0.00 pp |
| CCMCSAComcast Corp | trimmed | 8 | +0.49 pp | Sound Shore -0.21 pp |
X XOMExxon Mobil Corp | trimmed | 8 | +0.29 pp | Matrix -0.05 pp |
K KKRKKR & Co. Inc. | trimmed | 8 | -1.80 pp | Pzena -0.80 pp |
M MRKMerck & Co., Inc. | trimmed | 8 | -3.11 pp | Sound Shore -0.94 pp |
| BBKNGBooking Holdings Inc. | trimmed | 7 | -3.16 pp | Vulcan -2.88 pp |
C CVSCvs Health Corporation | trimmed | 7 | -2.12 pp | Vulcan -1.02 pp |
C CCitigroup Inc. | trimmed | 7 | -11.49 pp | Greenhaven -10.72 pp |
| G—General Electric Co | trimmed | 7 | -3.36 pp | Duquesne -1.65 pp |
| GGSGoldman Sachs Group Inc. | trimmed | 7 | +0.34 pp | Davis -0.07 pp |
H HDHome Depot, Inc. | trimmed | 7 | -0.01 pp | Matrix -0.19 pp |
J JNJJohnson & Johnson | trimmed | 7 | -3.81 pp | Yacktman -1.50 pp |
P PGProcter & Gamble Company | trimmed | 7 | -26.54 pp | Trian -25.79 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 7 | -4.09 pp | Sequoia -1.92 pp |
U UNPUnion Pacific Corp. | trimmed | 7 | -0.92 pp | Egerton -0.95 pp |
V VZVerizon Communications | trimmed | 7 | -0.82 pp | Sound Shore -0.43 pp |
A AMGNAmgen Inc | trimmed | 6 | -1.01 pp | Pzena -0.87 pp |
| BBIDUBaidu, Inc. | trimmed | 6 | +2.90 pp | Baillie -0.17 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 6 | -24.72 pp | Chou -12.48 pp |
C CHTRCharter Comm Inc Del CL A New | trimmed | 6 | -0.53 pp | Oakmark -0.42 pp |
F FDXFedEx Corporation | trimmed | 6 | -0.50 pp | Causeway -0.71 pp |
| JJDJD.com, Inc. | trimmed | 6 | -4.95 pp | Coatue -2.54 pp |
M MKLMarkel Group Inc. | trimmed | 6 | -1.26 pp | Akre -1.07 pp |
M MCOMoody's Corporation | trimmed | 6 | -11.34 pp | AltaRock -9.59 pp |
N NVSNovartis AG | trimmed | 6 | -0.75 pp | Dodge & Cox -0.50 pp |
P PFEPfizer Inc. | trimmed | 6 | -1.47 pp | Brandes -0.59 pp |
P PMPhilip Morris International Inc. | trimmed | 6 | -0.77 pp | Russo -0.43 pp |
Q QCOMQualcomm Inc | trimmed | 6 | -0.01 pp | Appaloosa -0.33 pp |