| Stock | Move | Managers | Total | Largest |
|---|
R RIVNRivian Automotive, Inc. Class A | new | 11 | +67.11 pp | Soros +34.75 pp |
G GTLBGitLab Inc. Class A | new | 8 | +2.39 pp | Altimeter +0.80 pp |
H HCPHashiCorp, Inc. Class A | new | 7 | +1.20 pp | Maverick +0.36 pp |
M MAMastercard Incorporated | new | 5 | +12.27 pp | Lone Pine +7.10 pp |
G GRABGrab Holdings Limited Class A | new | 5 | +2.22 pp | Atreides +0.66 pp |
A AMZNAmazon.Com Inc | added | 20 | +22.31 pp | Atreides +7.04 pp |
M METAMeta Platforms, Inc. Class A | added | 19 | +3.57 pp | Himalaya +2.01 pp |
V VVISA Inc. | added | 15 | +14.86 pp | AltaRock +8.50 pp |
| MMAMastercard Incorporated | added | 13 | +2.48 pp | Maverick +0.88 pp |
B BABAAlibaba Group Holding Limited | added | 11 | +7.09 pp | Daily Jrnl +7.79 pp |
M MSFTMicrosoft Corp | added | 11 | +9.80 pp | Duquesne +2.65 pp |
G GOOGLAlphabet Inc. Class A | added | 10 | +8.32 pp | Atreides +2.66 pp |
C CMCSAComcast Corp | added | 10 | -0.58 pp | Viking +0.50 pp |
D DISThe Walt Disney Company | added | 10 | +1.62 pp | D1 +2.16 pp |
G GOOGAlphabet Inc. Class C | added | 9 | +2.51 pp | Egerton +0.87 pp |
P PYPLPayPal Holdings, Inc. | added | 8 | -11.16 pp | Kensico +1.01 pp |
C CVNACarvana Co. | added | 7 | +0.81 pp | Duquesne +3.05 pp |
S SESea Limited | added | 7 | -4.64 pp | Altimeter +1.89 pp |
S SBUXStarbucks Corp | added | 7 | -0.04 pp | Semper +0.07 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 7 | +1.09 pp | Wedgewood +0.62 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 6 | +1.34 pp | Check +0.58 pp |
B BKNGBooking Holdings Inc. | added | 6 | +3.95 pp | AKO +2.80 pp |
C CFLTConfluent, Inc. Class A | added | 6 | +6.04 pp | Whale Rock +1.49 pp |
D DHRDanaher Corporation | added | 6 | +1.98 pp | Third Point +1.90 pp |
F FISVFiserv, Inc. | added | 6 | +3.80 pp | ValueAct +1.51 pp |
L LMTLockheed Martin Corp. | added | 6 | -0.05 pp | Torray +0.13 pp |
M MELIMercado Libre, Inc | added | 6 | -0.27 pp | Maverick +0.16 pp |
R RHRh | added | 6 | +1.97 pp | Third Point +0.91 pp |
C CRMSalesforce, Inc. | added | 6 | -4.36 pp | Soros +0.03 pp |
S SNAPSnap Inc. | added | 6 | +1.03 pp | Lone Pine +0.81 pp |
U UBERUber Technologies, Inc. | added | 6 | +8.05 pp | Jericho +6.66 pp |
C CIThe Cigna Group | added | 5 | +2.20 pp | Century +0.74 pp |
C CSCOCisco Systems, Inc. (DE) | added | 5 | +0.45 pp | Matrix +0.33 pp |
C CPNGCoupang, Inc. | added | 5 | +9.23 pp | Duquesne +4.92 pp |
F FICOFair Isaac Corporation | added | 5 | +5.48 pp | Valley Forge +3.21 pp |
F FDXFedEx Corporation | added | 5 | +3.43 pp | Southeastern +1.50 pp |
G GEGE Aerospace | added | 5 | -0.15 pp | Viking +0.14 pp |
I INTUIntuit Inc | added | 5 | +3.39 pp | Third Point +1.93 pp |
N NFLXNetFlix Inc | added | 5 | +1.10 pp | Maverick +0.61 pp |
N NVDANvidia Corp | added | 5 | +2.85 pp | Jericho +1.72 pp |
S SNOWSnowflake Inc. | added | 5 | +2.16 pp | Tiger Global +1.44 pp |
T TMUST-Mobile US, Inc. | added | 5 | +1.63 pp | Viking +0.83 pp |
T TMOThermo Fisher Scientific, Inc. | added | 5 | +1.36 pp | AKO +1.23 pp |
T TWLOTwilio Inc. | added | 5 | +2.90 pp | Atreides +2.21 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 5 | +4.30 pp | Kensico +1.79 pp |
W WWayfair Inc. | added | 5 | -2.13 pp | Atreides -0.10 pp |
Z ZBHZimmer Biomet Holdings, Inc. | added | 5 | +1.84 pp | Hillman +2.05 pp |
| MMSFTMicrosoft Corp | trimmed | 27 | +2.67 pp | Kensico -1.18 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 26 | -1.45 pp | AKO -1.45 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 20 | -24.58 pp | AltaRock -13.03 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 19 | -1.89 pp | Soros -1.60 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 18 | +6.89 pp | Soros -0.16 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 16 | -5.37 pp | Giverny -3.25 pp |
| DDISThe Walt Disney Company | trimmed | 13 | -7.36 pp | Dorsey -2.42 pp |
W WFCWells Fargo & Co. | trimmed | 13 | -5.15 pp | Chou -4.30 pp |
B BACBank of America Corporation | trimmed | 12 | -3.80 pp | Giverny -1.32 pp |
S SCHWThe Charles Schwab Corporation | trimmed | 12 | +1.66 pp | Greenhaven -0.05 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 11 | -6.08 pp | Causeway -2.76 pp |
| AAMZNAmazon.Com Inc | trimmed | 11 | -6.69 pp | Duquesne -3.53 pp |
A AAPLApple Inc. | trimmed | 11 | +4.61 pp | Russo 0.00 pp |
| VVVISA Inc. | trimmed | 11 | -5.07 pp | AKO -1.75 pp |
B BMYBristol-Myers Squibb Co. | trimmed | 10 | -1.25 pp | Viking -0.81 pp |
J JPMJPMorgan Chase & Co. | trimmed | 10 | -5.79 pp | Greenberg -2.04 pp |
O ORCLOracle Corp | trimmed | 10 | -1.11 pp | First Eagle -0.24 pp |
A ADBEAdobe Inc. | trimmed | 9 | -2.68 pp | Lone Pine -1.25 pp |
E EBAYeBay Inc | trimmed | 9 | -6.17 pp | Dorsey -3.30 pp |
| IINTUIntuit Inc | trimmed | 8 | +0.99 pp | Fundsmith -0.97 pp |
J JDJD.com, Inc. | trimmed | 8 | -4.52 pp | D1 -1.82 pp |
M MCOMoody's Corporation | trimmed | 8 | -5.84 pp | Triple Frond -3.85 pp |
U USBU.S. Bancorp | trimmed | 8 | -0.74 pp | Davis -0.27 pp |
V VZVerizon Communications | trimmed | 8 | -1.17 pp | Sound Shore -0.56 pp |
A AXPAmerican Express Company | trimmed | 7 | -2.88 pp | Davis -1.13 pp |
A ADIAnalog Devices, Inc. | trimmed | 7 | -0.61 pp | Soros -0.28 pp |
B BIDUBaidu, Inc. | trimmed | 7 | -1.79 pp | Causeway -1.06 pp |
B BNYBank of New York Mellon Corporation | trimmed | 7 | +0.85 pp | Brandes -0.07 pp |
| BBKNGBooking Holdings Inc. | trimmed | 7 | -1.88 pp | PAR -1.78 pp |
C CHTRCharter Comm Inc Del CL A New | trimmed | 7 | -11.13 pp | Oakcliff -4.78 pp |
| CCMCSAComcast Corp | trimmed | 7 | -4.29 pp | Southeastern -2.65 pp |
M MRKMerck & Co., Inc. | trimmed | 7 | -0.34 pp | Matrix -0.21 pp |
N NVSNovartis AG | trimmed | 7 | -0.05 pp | Dodge & Cox -0.03 pp |
P PEPPepsiCo, Inc. | trimmed | 7 | +0.74 pp | Matrix -0.57 pp |
P PGRProgressive Corporation | trimmed | 7 | +0.90 pp | Ariel -0.01 pp |
S SPGIS&P Global Inc. | trimmed | 7 | -2.91 pp | Valley Forge -1.69 pp |
S SHOPShopify Inc. Class A subordinate voting shares | trimmed | 7 | +2.16 pp | Durable -0.68 pp |
| TTMOThermo Fisher Scientific, Inc. | trimmed | 7 | +0.69 pp | Dodge & Cox 0.00 pp |
E ELVElevance Health, Inc. | trimmed | 6 | +3.87 pp | Maverick 0.00 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 6 | +0.43 pp | Sequoia -0.43 pp |
C CBRECbre Group, Inc. | trimmed | 6 | +0.25 pp | Jensen 0.00 pp |
C CVSCvs Health Corporation | trimmed | 6 | +0.84 pp | Davis -0.21 pp |
C COFCapital One Financial | trimmed | 6 | -3.09 pp | Davis -1.03 pp |
K KMXCarMax Inc. | trimmed | 6 | -2.08 pp | Giverny -1.09 pp |
X XOMExxon Mobil Corp | trimmed | 6 | -0.42 pp | First Eagle -0.13 pp |
G GSGoldman Sachs Group Inc. | trimmed | 6 | -0.47 pp | Matrix -0.18 pp |
J JNJJohnson & Johnson | trimmed | 6 | -0.58 pp | Jensen -0.35 pp |
| NNFLXNetFlix Inc | trimmed | 6 | -0.61 pp | Sequoia -0.36 pp |
N NKENike, Inc. | trimmed | 6 | +0.00 pp | AKO -0.15 pp |
| NNVDANvidia Corp | trimmed | 6 | +0.61 pp | Whale Rock -0.59 pp |
P PFEPfizer Inc. | trimmed | 6 | +0.85 pp | Mairs -0.29 pp |
P PGProcter & Gamble Company | trimmed | 6 | -8.56 pp | Trian -8.64 pp |
R RTXRTX Corporation | trimmed | 6 | -0.91 pp | Davis -0.69 pp |