| Stock | Move | Managers | Total | Largest |
|---|
S SNOWSnowflake Inc. | new | 14 | +15.52 pp | Coatue +5.33 pp |
B BEKEKE Holdings Inc. | new | 8 | +4.53 pp | D1 +1.79 pp |
U UUnity Software Inc. | new | 7 | +14.02 pp | D1 +6.63 pp |
M MTCHMatch Group, Inc | new | 6 | +26.93 pp | ShawSpring +17.52 pp |
L LILi Auto Inc. | new | 5 | +2.75 pp | Jericho +2.47 pp |
X XPEVXPeng Inc. | new | 5 | +1.35 pp | Jericho +1.09 pp |
M METAMeta Platforms, Inc. Class A | added | 17 | +18.63 pp | Himalaya +13.58 pp |
M MSFTMicrosoft Corp | added | 11 | +9.48 pp | Duquesne +5.08 pp |
W WFCWells Fargo & Co. | added | 11 | +3.27 pp | Davis +1.19 pp |
A AMZNAmazon.Com Inc | added | 10 | +0.97 pp | Duquesne +0.80 pp |
G GOOGAlphabet Inc. Class C | added | 9 | +0.67 pp | H&H +1.29 pp |
G GOOGLAlphabet Inc. Class A | added | 9 | +0.20 pp | D1 +1.71 pp |
V VVISA Inc. | added | 9 | +0.77 pp | TCI +1.48 pp |
M MAMastercard Incorporated | added | 8 | +2.84 pp | Egerton +2.08 pp |
S SCHWThe Charles Schwab Corporation | added | 8 | +2.41 pp | Greenberg +1.73 pp |
B BABAAlibaba Group Holding Limited | added | 7 | +9.30 pp | Causeway +4.02 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 7 | +8.76 pp | Gates Trust +5.55 pp |
D DISThe Walt Disney Company | added | 7 | +0.22 pp | Atreides +1.61 pp |
C CVSCvs Health Corporation | added | 6 | -0.82 pp | Maverick +0.01 pp |
C CRWDCrowdStrike Holdings, Inc. Class A | added | 6 | +2.25 pp | Tiger Global +0.95 pp |
| G—General Electric Co | added | 6 | +3.52 pp | Vulcan +2.52 pp |
I INTUIntuit Inc | added | 6 | +0.21 pp | Third Point +0.17 pp |
J JPMJPMorgan Chase & Co. | added | 6 | +0.69 pp | Viking +0.68 pp |
J JDJD.com, Inc. | added | 6 | +4.53 pp | Jericho +1.34 pp |
M MUMicron Technology, Inc. | added | 6 | -12.37 pp | Appaloosa +1.80 pp |
P PEPPepsiCo, Inc. | added | 6 | -0.22 pp | Lindsell +0.33 pp |
C CRMSalesforce, Inc. | added | 6 | +3.98 pp | Greenlea +2.64 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 6 | +2.01 pp | Sequoia +1.18 pp |
B BKNGBooking Holdings Inc. | added | 5 | +2.09 pp | Sound Shore +1.14 pp |
G GDGeneral Dynamics Corporation | added | 5 | +0.31 pp | Torray +0.20 pp |
G GILDGilead Sciences Inc | added | 5 | -0.60 pp | Ariel +0.22 pp |
M MELIMercado Libre, Inc | added | 5 | +3.56 pp | Viking +1.55 pp |
M MCOMoody's Corporation | added | 5 | -0.26 pp | Viking +0.20 pp |
N NKENike, Inc. | added | 5 | +3.59 pp | AKO +1.60 pp |
S SESea Limited | added | 5 | +16.35 pp | ShawSpring +12.43 pp |
T TMUST-Mobile US, Inc. | added | 5 | +5.56 pp | Egerton +2.18 pp |
U USBU.S. Bancorp | added | 5 | +0.07 pp | Davis +0.56 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 23 | -14.52 pp | Vulcan -2.45 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 23 | -5.36 pp | H&H -2.59 pp |
| MMSFTMicrosoft Corp | trimmed | 23 | -16.69 pp | Muhlenkamp -4.14 pp |
| AAMZNAmazon.Com Inc | trimmed | 17 | -28.12 pp | Egerton -4.41 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 17 | -3.02 pp | Greenberg -4.51 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 16 | -13.33 pp | Greenberg -6.47 pp |
A AAPLApple Inc. | trimmed | 14 | -2.13 pp | Muhlenkamp -2.89 pp |
C CMCSAComcast Corp | trimmed | 14 | +0.28 pp | Viking -3.13 pp |
| MMAMastercard Incorporated | trimmed | 14 | -1.77 pp | Triple Frond -2.19 pp |
| VVVISA Inc. | trimmed | 14 | -1.84 pp | Wedgewood -0.61 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 13 | -6.61 pp | Duquesne -4.37 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 13 | -10.05 pp | Coatue -3.81 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 12 | -7.55 pp | D1 -4.41 pp |
B BACBank of America Corporation | trimmed | 12 | -1.31 pp | Sound Shore -0.29 pp |
| DDISThe Walt Disney Company | trimmed | 12 | -3.28 pp | Third Point -1.82 pp |
O ORCLOracle Corp | trimmed | 12 | -4.69 pp | Vulcan -1.97 pp |
B BIDUBaidu, Inc. | trimmed | 11 | -3.20 pp | Causeway -3.59 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 11 | -7.08 pp | Abrams Bison -4.03 pp |
A ADBEAdobe Inc. | trimmed | 10 | -1.52 pp | Third Point -0.83 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 10 | +2.10 pp | Baillie -0.49 pp |
| BBKNGBooking Holdings Inc. | trimmed | 9 | -14.97 pp | PAR -8.97 pp |
B BMYBristol-Myers Squibb Co. | trimmed | 9 | +0.30 pp | Maverick -0.07 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 9 | -6.46 pp | Torray -3.08 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 9 | +0.66 pp | Viking -0.52 pp |
V VZVerizon Communications | trimmed | 9 | -2.38 pp | Sound Shore -2.14 pp |
M MRKMerck & Co., Inc. | trimmed | 8 | -0.76 pp | Sound Shore -0.83 pp |
N NFLXNetFlix Inc | trimmed | 8 | -9.43 pp | D1 -3.29 pp |
P PFEPfizer Inc. | trimmed | 8 | +0.55 pp | Sound Shore -0.41 pp |
| CCRMSalesforce, Inc. | trimmed | 8 | +1.15 pp | Tiger Global -0.07 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 8 | -0.16 pp | Sequoia -0.31 pp |
A AXPAmerican Express Company | trimmed | 7 | -0.22 pp | Mairs -0.14 pp |
K KMXCarMax Inc. | trimmed | 7 | -1.87 pp | Sequoia -0.88 pp |
C CCitigroup Inc. | trimmed | 7 | -4.05 pp | Oakmark -1.09 pp |
E EBAYeBay Inc | trimmed | 7 | -5.10 pp | Baupost -4.07 pp |
X XOMExxon Mobil Corp | trimmed | 7 | -3.41 pp | First Eagle -1.16 pp |
F FDXFedEx Corporation | trimmed | 7 | +1.55 pp | Southeastern -0.74 pp |
G GSGoldman Sachs Group Inc. | trimmed | 7 | -0.63 pp | Dodge & Cox -0.40 pp |
J JNJJohnson & Johnson | trimmed | 7 | -0.01 pp | Ariel -0.07 pp |
| MMCOMoody's Corporation | trimmed | 7 | -4.60 pp | Triple Frond -2.12 pp |
T TSLATesla, Inc. | trimmed | 7 | +4.10 pp | Atreides -0.60 pp |
U UNPUnion Pacific Corp. | trimmed | 7 | -0.29 pp | Egerton -0.55 pp |
| WWFCWells Fargo & Co. | trimmed | 7 | -2.98 pp | Berkshire -1.73 pp |
9 99952EURLinde PLC/OLD | trimmed | 7 | -7.87 pp | Causeway -4.83 pp |
A ANGIAngi Inc. Class A | trimmed | 6 | -2.91 pp | ShawSpring -2.22 pp |
B BNYBank of New York Mellon Corporation | trimmed | 6 | -2.01 pp | Tweedy -0.82 pp |
C CIThe Cigna Group | trimmed | 6 | -7.79 pp | Cooperman -4.62 pp |
| CCVSCvs Health Corporation | trimmed | 6 | -1.35 pp | Vulcan -0.85 pp |
C CHTRCharter Comm Inc Del CL A New | trimmed | 6 | +5.81 pp | PRIMECAP +0.03 pp |
E EMREmerson Electric Co. | trimmed | 6 | -0.70 pp | Jensen -0.71 pp |
I IDXXIdexx Laboratories Inc | trimmed | 6 | +0.12 pp | Durable -0.21 pp |
| JJDJD.com, Inc. | trimmed | 6 | -4.67 pp | Conifer -4.63 pp |
K KKRKKR & Co. Inc. | trimmed | 6 | -0.71 pp | Ariel -0.41 pp |
M MSMorgan Stanley | trimmed | 6 | -1.91 pp | Soros -0.72 pp |
O OTISOtis Worldwide Corporation | trimmed | 6 | -1.53 pp | AKO -0.86 pp |
P PGProcter & Gamble Company | trimmed | 6 | -0.04 pp | Trian -0.15 pp |
Q QRVOQorvo, Inc. | trimmed | 6 | -4.51 pp | Scion -4.11 pp |
S SLBSLB Limited | trimmed | 6 | -2.08 pp | Century -1.14 pp |
T TWLOTwilio Inc. | trimmed | 6 | -1.09 pp | Atreides -0.47 pp |
| UUSBU.S. Bancorp | trimmed | 6 | -0.46 pp | Mairs -0.26 pp |
T TAT&T Inc. | trimmed | 5 | -2.67 pp | Appaloosa -2.44 pp |
A AIYActivision Blizzard Inc | trimmed | 5 | -1.19 pp | Egerton -0.94 pp |
B BDXBecton, Dickinson and Co. | trimmed | 5 | -1.07 pp | Jensen -0.62 pp |
C CBRECbre Group, Inc. | trimmed | 5 | -0.22 pp | Ariel -0.10 pp |