| Stock | Move | Managers | Total | Largest |
|---|
C CFLTConfluent, Inc. Class A | new | 8 | +3.45 pp | Durable +1.76 pp |
B BZKANZHUN LIMITED American Depository Shares | new | 8 | +2.78 pp | Jericho +1.78 pp |
O OGNOrganon & Co. | new | 8 | +2.49 pp | Sound Shore +2.06 pp |
P PATHUiPath, Inc. | new | 8 | +8.56 pp | Coatue +2.98 pp |
S SSentinelOne, Inc. | new | 7 | +7.14 pp | Third Point +6.32 pp |
D DIDIYDidi Global Inc S/ | new | 6 | +5.40 pp | Davis +2.28 pp |
0 0C3Endeavor Group Hold-class A | new | 6 | +6.84 pp | Coatue +2.68 pp |
| B—Brookfield Asset Mgmt Reins | new | 6 | +0.15 pp | Greenlea +0.08 pp |
D DLODLocal Limited Class A | new | 6 | +1.49 pp | D1 +0.88 pp |
C COINCoinbase Global, Inc. Class A | new | 5 | +7.49 pp | Atreides +2.71 pp |
P PPLIPeople Incorporated | new | 5 | +31.13 pp | ShawSpring +27.78 pp |
P PCORProcore Technologies, Inc. | new | 5 | +6.36 pp | D1 +4.28 pp |
S SOFISoFi Technologies, Inc. | new | 5 | +6.62 pp | Third Point +3.25 pp |
X XMTRXometry, Inc. Class A | new | 5 | +1.18 pp | Durable +0.91 pp |
M MNDYmonday.com Ltd. | new | 5 | +0.68 pp | Durable +0.25 pp |
A AMZNAmazon.Com Inc | added | 20 | +27.44 pp | Valley Forge +10.25 pp |
B BABAAlibaba Group Holding Limited | added | 17 | +13.01 pp | Pabrai +6.52 pp |
M METAMeta Platforms, Inc. Class A | added | 17 | +5.05 pp | Triple Frond +1.37 pp |
M MSFTMicrosoft Corp | added | 13 | +7.16 pp | Kensico +4.09 pp |
S SHOPShopify Inc. Class A subordinate voting shares | added | 11 | +8.61 pp | Durable +1.78 pp |
V VVISA Inc. | added | 11 | +5.29 pp | Kensico +4.08 pp |
D DISThe Walt Disney Company | added | 10 | +0.46 pp | Atreides +2.14 pp |
G GOOGLAlphabet Inc. Class A | added | 9 | +8.85 pp | Duquesne +4.08 pp |
F FISVFiserv, Inc. | added | 9 | +9.25 pp | ValueAct +6.11 pp |
A AAPLApple Inc. | added | 8 | +8.20 pp | H&H +8.25 pp |
N NFLXNetFlix Inc | added | 8 | +0.27 pp | FPA +0.68 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 8 | +0.82 pp | Egerton +0.53 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 7 | +5.75 pp | Gates Trust +5.64 pp |
C CMCSAComcast Corp | added | 7 | +2.29 pp | Trian +1.15 pp |
| G—General Electric Co | added | 7 | +1.23 pp | Viking +1.38 pp |
P PTONPeloton Interactive, Inc. Class A | added | 7 | +7.54 pp | Altimeter +4.36 pp |
X XYZBlock, Inc. | added | 7 | +1.00 pp | Lone Pine +1.90 pp |
S SBUXStarbucks Corp | added | 7 | +0.62 pp | Duquesne +0.94 pp |
B BMYBristol-Myers Squibb Co. | added | 6 | +1.04 pp | Viking +1.32 pp |
C CCitigroup Inc. | added | 6 | -0.54 pp | Check 0.00 pp |
M MAMastercard Incorporated | added | 6 | -3.31 pp | Duquesne +0.59 pp |
S SNOWSnowflake Inc. | added | 6 | +1.96 pp | Tiger Global +0.70 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 6 | -0.30 pp | Brandes +0.01 pp |
V VZVerizon Communications | added | 6 | -0.43 pp | Matrix +0.07 pp |
W WWayfair Inc. | added | 6 | +1.95 pp | Check +2.55 pp |
Z ZMZoom Communications, Inc. Class A | added | 6 | +3.20 pp | Tiger Global +1.27 pp |
A AIYActivision Blizzard Inc | added | 5 | -0.18 pp | Maverick +0.02 pp |
B BIDUBaidu, Inc. | added | 5 | +0.57 pp | Southeastern +0.31 pp |
C CVSCvs Health Corporation | added | 5 | +5.03 pp | Scion +5.02 pp |
C CVNACarvana Co. | added | 5 | +3.92 pp | Duquesne +1.47 pp |
C CHTRCharter Comm Inc Del CL A New | added | 5 | +1.60 pp | Egerton +0.69 pp |
C CSCOCisco Systems, Inc. (DE) | added | 5 | -0.05 pp | Dodge & Cox +0.13 pp |
K KOCoca-Cola Company | added | 5 | +0.09 pp | Matrix +0.10 pp |
C CTSHCognizant Technology Solutions | added | 5 | -0.41 pp | Dodge & Cox +0.15 pp |
C CSGPCoStar Group Inc | added | 5 | -0.26 pp | Weitz +0.11 pp |
D DASHDoorDash, Inc. Class A | added | 5 | +5.73 pp | Whale Rock +2.67 pp |
| G—Glaxosmithkline PLC | added | 5 | +0.43 pp | Kahn +0.41 pp |
G GOOGAlphabet Inc. Class C | added | 5 | +3.64 pp | Egerton +2.08 pp |
I INTCIntel Corp | added | 5 | +2.69 pp | Third Point +4.17 pp |
J JDJD.com, Inc. | added | 5 | +0.65 pp | D1 +0.61 pp |
E ELThe Estee Lauder Companies Inc. Class A | added | 5 | -0.17 pp | Third Point +0.15 pp |
M MUMicron Technology, Inc. | added | 5 | +2.48 pp | Sequoia +1.72 pp |
P PYPLPayPal Holdings, Inc. | added | 5 | +1.03 pp | Coatue +0.30 pp |
P PEPPepsiCo, Inc. | added | 5 | +1.00 pp | Yacktman +1.54 pp |
P PFEPfizer Inc. | added | 5 | +1.75 pp | Kahn +0.91 pp |
P PGProcter & Gamble Company | added | 5 | -0.46 pp | Fundsmith +0.07 pp |
P PGRProgressive Corporation | added | 5 | +1.49 pp | Abrams Bison +1.21 pp |
C CRMSalesforce, Inc. | added | 5 | -0.86 pp | Soros +0.28 pp |
N NOWServicenow, Inc. | added | 5 | +2.53 pp | Lone Pine +1.68 pp |
T TMOThermo Fisher Scientific, Inc. | added | 5 | +1.94 pp | AKO +1.45 pp |
U UBERUber Technologies, Inc. | added | 5 | +4.63 pp | Jericho +5.05 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 29 | -5.81 pp | H&H -7.74 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 25 | -6.30 pp | Dorsey -5.25 pp |
| MMSFTMicrosoft Corp | trimmed | 23 | -9.14 pp | D1 -4.45 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 20 | -2.56 pp | Viking -2.38 pp |
W WFCWells Fargo & Co. | trimmed | 15 | +1.54 pp | Egerton -0.39 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 14 | -11.94 pp | Greenberg -4.93 pp |
| CCMCSAComcast Corp | trimmed | 14 | -0.88 pp | FPA -0.23 pp |
B BACBank of America Corporation | trimmed | 13 | -5.48 pp | Viking -2.71 pp |
| MMAMastercard Incorporated | trimmed | 13 | -4.08 pp | Russo -1.10 pp |
S SCHWThe Charles Schwab Corporation | trimmed | 13 | -1.04 pp | Greenhaven -1.54 pp |
| AAMZNAmazon.Com Inc | trimmed | 12 | -1.11 pp | Baillie -0.88 pp |
O ORCLOracle Corp | trimmed | 12 | -2.54 pp | Sound Shore -1.16 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 12 | -1.65 pp | Viking -1.22 pp |
| VVVISA Inc. | trimmed | 12 | -1.00 pp | Viking -0.97 pp |
B BKNGBooking Holdings Inc. | trimmed | 10 | -5.63 pp | AKO -1.88 pp |
G GSGoldman Sachs Group Inc. | trimmed | 10 | +8.82 pp | Chou -1.07 pp |
J JPMJPMorgan Chase & Co. | trimmed | 10 | -2.88 pp | Greenberg -0.99 pp |
A ADBEAdobe Inc. | trimmed | 9 | +0.03 pp | AKO -0.64 pp |
| BBMYBristol-Myers Squibb Co. | trimmed | 9 | -0.92 pp | Wedgewood -0.69 pp |
J JNJJohnson & Johnson | trimmed | 9 | -1.58 pp | Tweedy -0.42 pp |
U USBU.S. Bancorp | trimmed | 9 | -0.81 pp | Mairs -0.31 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 8 | -2.01 pp | Appaloosa -0.96 pp |
A AXPAmerican Express Company | trimmed | 8 | +0.21 pp | Mairs -0.10 pp |
| DDISThe Walt Disney Company | trimmed | 8 | -4.78 pp | Coatue -2.16 pp |
T TMUST-Mobile US, Inc. | trimmed | 8 | -2.43 pp | D1 -1.89 pp |
| TTSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 8 | -1.35 pp | Causeway -0.51 pp |
| AAAPLApple Inc. | trimmed | 7 | +0.33 pp | Oakmark -0.03 pp |
C COFCapital One Financial | trimmed | 7 | -0.78 pp | Matrix -0.76 pp |
K KMXCarMax Inc. | trimmed | 7 | -2.16 pp | Sequoia -0.80 pp |
X XOMExxon Mobil Corp | trimmed | 7 | +0.06 pp | Yacktman -0.08 pp |
I INTUIntuit Inc | trimmed | 7 | +2.17 pp | ARK -0.02 pp |
M MRKMerck & Co., Inc. | trimmed | 7 | -0.46 pp | Berkshire -0.27 pp |
M MSMorgan Stanley | trimmed | 7 | -9.23 pp | Greenhaven -9.25 pp |
N NKENike, Inc. | trimmed | 7 | +0.05 pp | Maverick -0.28 pp |