| Stock | Move | Managers | Total | Largest |
|---|
D DASHDoorDash, Inc. Class A | new | 12 | +12.03 pp | Coatue +4.67 pp |
A ABNBAirbnb, Inc. Class A | new | 6 | +2.72 pp | Durable +1.44 pp |
G GOOGLAlphabet Inc. Class A | new | 6 | +15.38 pp | Greenlea +8.67 pp |
X XYZBlock, Inc. | new | 6 | +0.74 pp | Durable +0.44 pp |
V VTRSViatris Inc. | new | 6 | +2.92 pp | Pzena +1.51 pp |
F FISVFiserv, Inc. | new | 5 | +3.08 pp | Causeway +1.39 pp |
M MSFTMicrosoft Corp | added | 21 | +0.51 pp | D1 +2.77 pp |
M METAMeta Platforms, Inc. Class A | added | 14 | -1.75 pp | D1 +1.30 pp |
B BACBank of America Corporation | added | 12 | +1.42 pp | Sound Shore +0.85 pp |
G GOOGAlphabet Inc. Class C | added | 11 | +6.54 pp | Egerton +3.40 pp |
| GGOOGLAlphabet Inc. Class A | added | 11 | +4.39 pp | Viking +1.97 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 11 | +0.36 pp | Appaloosa +0.66 pp |
V VVISA Inc. | added | 11 | +4.65 pp | Egerton +2.58 pp |
B BABAAlibaba Group Holding Limited | added | 10 | -4.80 pp | Altimeter +0.91 pp |
W WFCWells Fargo & Co. | added | 10 | +2.74 pp | Dodge & Cox +0.72 pp |
A ADBEAdobe Inc. | added | 9 | +0.55 pp | Maverick +1.61 pp |
C CVSCvs Health Corporation | added | 9 | -0.24 pp | Hillman +0.15 pp |
M MAMastercard Incorporated | added | 9 | +6.68 pp | Valley Forge +6.11 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 8 | -3.06 pp | Mairs 0.00 pp |
D DISThe Walt Disney Company | added | 8 | +8.06 pp | Duquesne +2.83 pp |
P PEPPepsiCo, Inc. | added | 8 | -0.38 pp | Jensen +0.04 pp |
A AMZNAmazon.Com Inc | added | 7 | +2.37 pp | Appaloosa +1.75 pp |
A AAPLApple Inc. | added | 7 | +1.05 pp | H&H +1.33 pp |
B BMYBristol-Myers Squibb Co. | added | 7 | -1.76 pp | Maverick +0.01 pp |
C CMCSAComcast Corp | added | 7 | +5.67 pp | Trian +3.45 pp |
M MRKMerck & Co., Inc. | added | 7 | +0.87 pp | Sound Shore +0.56 pp |
N NFLXNetFlix Inc | added | 7 | +2.94 pp | D1 +2.13 pp |
S SESea Limited | added | 7 | -0.18 pp | Tiger Global +1.09 pp |
S SHOPShopify Inc. Class A subordinate voting shares | added | 7 | +1.22 pp | ARK +1.45 pp |
U UBERUber Technologies, Inc. | added | 7 | +5.50 pp | Tiger Global +2.02 pp |
B BIDUBaidu, Inc. | added | 6 | +4.05 pp | Ariel +1.90 pp |
G GILDGilead Sciences Inc | added | 6 | -1.28 pp | Dodge & Cox +0.06 pp |
G GSGoldman Sachs Group Inc. | added | 6 | +2.76 pp | Greenhaven +2.09 pp |
I INTUIntuit Inc | added | 6 | +2.99 pp | Third Point +1.95 pp |
J JPMJPMorgan Chase & Co. | added | 6 | +3.21 pp | Brandes +0.80 pp |
J JNJJohnson & Johnson | added | 6 | -0.48 pp | Check +0.01 pp |
M MCOMoody's Corporation | added | 6 | -3.09 pp | Baron 0.00 pp |
O ORCLOracle Corp | added | 6 | -0.25 pp | Mairs 0.00 pp |
P PYPLPayPal Holdings, Inc. | added | 6 | +1.01 pp | ARK +1.35 pp |
C CRMSalesforce, Inc. | added | 6 | -0.42 pp | Vulcan +0.98 pp |
S SBUXStarbucks Corp | added | 6 | +3.11 pp | Duquesne +2.04 pp |
T TAT&T Inc. | added | 5 | -0.13 pp | Century +0.54 pp |
A ABBVAbbvie Inc. | added | 5 | +0.54 pp | Matrix +0.31 pp |
A AIYActivision Blizzard Inc | added | 5 | +0.41 pp | Soros +0.21 pp |
C CSCOCisco Systems, Inc. (DE) | added | 5 | +0.02 pp | Dodge & Cox +0.28 pp |
C CCitigroup Inc. | added | 5 | +5.17 pp | Greenhaven +3.41 pp |
C CACCCredit Acceptance Corp | added | 5 | +5.21 pp | Greenberg +3.66 pp |
D DDDuPont de Nemours, Inc. | added | 5 | +0.36 pp | Torray +0.42 pp |
E EBAYeBay Inc | added | 5 | +0.23 pp | Dorsey +3.46 pp |
X XOMExxon Mobil Corp | added | 5 | +0.83 pp | First Eagle +0.39 pp |
G GDGeneral Dynamics Corporation | added | 5 | +0.79 pp | Brandes +0.89 pp |
S SPGIS&P Global Inc. | added | 5 | -5.92 pp | Baron 0.00 pp |
S SCHWThe Charles Schwab Corporation | added | 5 | +3.65 pp | Yacktman +2.25 pp |
T TMUST-Mobile US, Inc. | added | 5 | +3.12 pp | Duquesne +1.84 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 24 | -8.09 pp | Sequoia -3.93 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 23 | -30.82 pp | Himalaya -12.13 pp |
| MMSFTMicrosoft Corp | trimmed | 19 | -13.76 pp | Kensico -3.96 pp |
| AAMZNAmazon.Com Inc | trimmed | 18 | -19.08 pp | Whale Rock -3.49 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 17 | -8.37 pp | Conifer -5.19 pp |
| VVVISA Inc. | trimmed | 17 | +3.82 pp | Appaloosa -0.37 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 15 | -20.78 pp | Fairholme -9.21 pp |
| DDISThe Walt Disney Company | trimmed | 15 | -4.44 pp | Atreides -4.57 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 14 | +1.85 pp | Viking -0.33 pp |
| AAAPLApple Inc. | trimmed | 13 | -3.07 pp | Berkshire -2.74 pp |
J JDJD.com, Inc. | trimmed | 11 | -11.35 pp | Duquesne -2.97 pp |
| MMAMastercard Incorporated | trimmed | 11 | -9.57 pp | AltaRock -3.53 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 11 | +2.51 pp | Greenhaven -0.92 pp |
U USBU.S. Bancorp | trimmed | 11 | +0.76 pp | D1 -0.67 pp |
B BKNGBooking Holdings Inc. | trimmed | 10 | -0.12 pp | Viking -1.00 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 10 | -0.17 pp | Oaktree -4.64 pp |
| CCMCSAComcast Corp | trimmed | 9 | -1.27 pp | FPA -0.34 pp |
| PPYPLPayPal Holdings, Inc. | trimmed | 9 | -1.48 pp | Tiger Global -0.65 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 9 | -5.07 pp | Abrams Bison -1.62 pp |
| WWFCWells Fargo & Co. | trimmed | 9 | -1.00 pp | Berkshire -0.68 pp |
C CHTRCharter Comm Inc Del CL A New | trimmed | 8 | -13.89 pp | AltaRock -7.45 pp |
| G—General Electric Co | trimmed | 8 | +2.31 pp | Causeway -0.95 pp |
K KKRKKR & Co. Inc. | trimmed | 8 | -5.20 pp | ValueAct -3.87 pp |
| MMCOMoody's Corporation | trimmed | 8 | -9.48 pp | AltaRock -6.31 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 8 | -3.24 pp | Viking -2.10 pp |
| AADBEAdobe Inc. | trimmed | 7 | -2.28 pp | Third Point -1.40 pp |
A AXPAmerican Express Company | trimmed | 7 | -2.57 pp | Viking -2.19 pp |
| BBMYBristol-Myers Squibb Co. | trimmed | 7 | -2.37 pp | Kahn -1.35 pp |
F FDXFedEx Corporation | trimmed | 7 | -4.32 pp | Southeastern -1.51 pp |
H HDHome Depot, Inc. | trimmed | 7 | -0.29 pp | Matrix -0.16 pp |
| OORCLOracle Corp | trimmed | 7 | -1.36 pp | Sound Shore -0.57 pp |
P PGProcter & Gamble Company | trimmed | 7 | -4.84 pp | Trian -3.03 pp |
Q QCOMQualcomm Inc | trimmed | 7 | +0.08 pp | PRIMECAP -0.40 pp |
S SLBSLB Limited | trimmed | 7 | +0.32 pp | Century -0.11 pp |
W WDAYWorkday, Inc. Class A | trimmed | 7 | -1.80 pp | Duquesne -0.72 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 6 | -14.27 pp | Third Point -4.95 pp |
E ELVElevance Health, Inc. | trimmed | 6 | -0.08 pp | Maverick -0.06 pp |
| BBACBank of America Corporation | trimmed | 6 | -1.48 pp | FPA -0.88 pp |
B BXBlackstone Inc. | trimmed | 6 | -0.44 pp | Sound Shore -0.40 pp |
C COFCapital One Financial | trimmed | 6 | +2.66 pp | Pzena +0.01 pp |
K KMXCarMax Inc. | trimmed | 6 | -2.12 pp | Check -1.38 pp |
| CCSCOCisco Systems, Inc. (DE) | trimmed | 6 | -0.15 pp | Yacktman -0.12 pp |
| CCCitigroup Inc. | trimmed | 6 | +1.34 pp | Causeway -0.32 pp |
D DHRDanaher Corporation | trimmed | 6 | -1.55 pp | Century -0.94 pp |
| XXOMExxon Mobil Corp | trimmed | 6 | -0.01 pp | Century -0.01 pp |
| GGSGoldman Sachs Group Inc. | trimmed | 6 | -0.08 pp | Chou -0.18 pp |