| Stock | Move | Managers | Total | Largest |
|---|
W WBDWarner Bros. Discovery, Inc. Series A | new | 10 | +13.28 pp | Southeastern +4.23 pp |
M METAMeta Platforms, Inc. Class A | added | 25 | +16.39 pp | PAR +3.45 pp |
A AMZNAmazon.Com Inc | added | 21 | +11.30 pp | Greenlea +4.07 pp |
G GOOGLAlphabet Inc. Class A | added | 19 | -1.60 pp | Greenlea +3.20 pp |
G GOOGAlphabet Inc. Class C | added | 17 | +9.67 pp | Himalaya +7.69 pp |
M MSFTMicrosoft Corp | added | 15 | +12.67 pp | Whale Rock +5.84 pp |
S SCHWThe Charles Schwab Corporation | added | 13 | -0.25 pp | Sequoia +0.45 pp |
D DISThe Walt Disney Company | added | 12 | -2.11 pp | Century +0.94 pp |
B BABAAlibaba Group Holding Limited | added | 10 | +6.89 pp | Patient +2.52 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 10 | +1.81 pp | Gates Trust +2.34 pp |
C CCitigroup Inc. | added | 10 | +2.75 pp | Patient +0.88 pp |
J JPMJPMorgan Chase & Co. | added | 10 | +9.41 pp | Greenhaven +8.68 pp |
C CMCSAComcast Corp | added | 9 | +1.08 pp | Matrix +0.69 pp |
A ADBEAdobe Inc. | added | 8 | +1.28 pp | Polen +0.70 pp |
B BACBank of America Corporation | added | 8 | -0.21 pp | Oakmark +0.14 pp |
M MAMastercard Incorporated | added | 8 | +6.35 pp | Egerton +3.51 pp |
P PYPLPayPal Holdings, Inc. | added | 8 | -3.62 pp | Matrix +0.72 pp |
C CBRECbre Group, Inc. | added | 7 | -0.18 pp | Third Ave +0.38 pp |
C CVXChevron Corporation | added | 7 | +1.52 pp | Fairfax +0.76 pp |
I INTUIntuit Inc | added | 7 | +7.68 pp | Whale Rock +6.85 pp |
K KKRKKR & Co. Inc. | added | 7 | +1.58 pp | ValueAct +1.34 pp |
M MCOMoody's Corporation | added | 7 | +2.15 pp | Triple Frond +2.01 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 7 | +1.85 pp | Lone Pine +1.94 pp |
U UBERUber Technologies, Inc. | added | 7 | +2.70 pp | PAR +2.51 pp |
V VVISA Inc. | added | 7 | +5.76 pp | AKO +3.54 pp |
W WFCWells Fargo & Co. | added | 7 | -0.43 pp | Hillman +0.13 pp |
A ADIAnalog Devices, Inc. | added | 6 | +2.02 pp | Egerton +1.14 pp |
A AAPLApple Inc. | added | 6 | -0.73 pp | H&H +1.99 pp |
B BNYBank of New York Mellon Corporation | added | 6 | +2.32 pp | Matrix +1.86 pp |
K KMXCarMax Inc. | added | 6 | +2.77 pp | Giverny +0.87 pp |
C CSCOCisco Systems, Inc. (DE) | added | 6 | -0.41 pp | Baillie +0.01 pp |
F FISVFiserv, Inc. | added | 6 | +3.45 pp | ValueAct +2.59 pp |
G GEGE Aerospace | added | 6 | -0.25 pp | Dodge & Cox +0.70 pp |
G GSGoldman Sachs Group Inc. | added | 6 | -3.74 pp | Matrix +0.12 pp |
H HCAHCA Healthcare, Inc. | added | 6 | -1.17 pp | First Eagle +0.58 pp |
J JNJJohnson & Johnson | added | 6 | +0.37 pp | Ariel +0.17 pp |
N NKENike, Inc. | added | 6 | -0.58 pp | Soros +0.08 pp |
P PGProcter & Gamble Company | added | 6 | +0.31 pp | Jensen +0.21 pp |
Q QCOMQualcomm Inc | added | 6 | +0.93 pp | Soros +0.30 pp |
C CRMSalesforce, Inc. | added | 6 | +3.04 pp | Soros +1.75 pp |
B BMYBristol-Myers Squibb Co. | added | 5 | +2.97 pp | Muhlenkamp +1.37 pp |
D DHID.R. Horton Inc. | added | 5 | +7.37 pp | Greenhaven +3.99 pp |
G GMGeneral Motors Company | added | 5 | -6.01 pp | Torray +0.52 pp |
I ITUBItau Unibanco Holding S.A. | added | 5 | -0.02 pp | Baillie +0.01 pp |
M MRKMerck & Co., Inc. | added | 5 | +1.62 pp | Kahn +1.34 pp |
X XYZBlock, Inc. | added | 5 | +1.69 pp | Viking +1.33 pp |
S STTState Street Corporation | added | 5 | -0.82 pp | Oakmark +0.13 pp |
T TXNTexas Instruments Incorporated | added | 5 | +0.78 pp | Matrix +0.58 pp |
T TFCTruist Financial Corporation | added | 5 | +0.52 pp | Matrix +0.52 pp |
U USBU.S. Bancorp | added | 5 | +0.17 pp | Matrix +0.12 pp |
| A—Atlassian Corp Plc | added | 5 | +4.27 pp | D1 +2.16 pp |
| MMSFTMicrosoft Corp | trimmed | 26 | +2.66 pp | Lone Pine -0.74 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 21 | -12.00 pp | AKO -3.96 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 20 | +8.66 pp | Sequoia -0.16 pp |
| VVVISA Inc. | trimmed | 19 | -3.59 pp | Coatue -2.33 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 15 | -19.44 pp | Atreides -8.27 pp |
| AAMZNAmazon.Com Inc | trimmed | 11 | -9.60 pp | Whale Rock -4.43 pp |
| MMAMastercard Incorporated | trimmed | 11 | +0.91 pp | Lone Pine -0.56 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 10 | -8.77 pp | Check -3.17 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 10 | -3.39 pp | Wedgewood -0.81 pp |
| WWFCWells Fargo & Co. | trimmed | 9 | -1.53 pp | Tweedy -0.58 pp |
| AAAPLApple Inc. | trimmed | 8 | -0.50 pp | Wedgewood -0.46 pp |
C CVSCvs Health Corporation | trimmed | 8 | +0.53 pp | Oakmark -0.46 pp |
| FFISVFiserv, Inc. | trimmed | 8 | -0.26 pp | Causeway -0.56 pp |
O ORCLOracle Corp | trimmed | 8 | +0.29 pp | Sound Shore -0.56 pp |
P PEPPepsiCo, Inc. | trimmed | 8 | +2.84 pp | Dodge & Cox 0.00 pp |
A ABTAbbott Laboratories | trimmed | 7 | -0.62 pp | Polen -0.77 pp |
| AADBEAdobe Inc. | trimmed | 7 | -0.23 pp | PRIMECAP -0.12 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 7 | +1.91 pp | Baillie -0.13 pp |
A AXPAmerican Express Company | trimmed | 7 | -1.56 pp | Davis -0.58 pp |
B BKNGBooking Holdings Inc. | trimmed | 7 | -3.89 pp | AKO -1.36 pp |
| DDISThe Walt Disney Company | trimmed | 7 | -1.78 pp | D1 -1.14 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 7 | -0.51 pp | Soros -0.60 pp |
| JJNJJohnson & Johnson | trimmed | 7 | +3.23 pp | Dodge & Cox 0.00 pp |
| MMRKMerck & Co., Inc. | trimmed | 7 | -1.36 pp | Matrix -1.79 pp |
N NVSNovartis AG | trimmed | 7 | -0.14 pp | Causeway -0.16 pp |
S SPGIS&P Global Inc. | trimmed | 7 | -0.20 pp | Cantillon -0.27 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 7 | +0.66 pp | ARK 0.00 pp |
V VZVerizon Communications | trimmed | 7 | -0.44 pp | Matrix -0.61 pp |
W WDAYWorkday, Inc. Class A | trimmed | 7 | -4.90 pp | Viking -1.51 pp |
A AMGNAmgen Inc | trimmed | 6 | +0.93 pp | Dodge & Cox 0.00 pp |
E ELVElevance Health, Inc. | trimmed | 6 | -0.61 pp | Sequoia -2.12 pp |
A AMATApplied Materials Inc | trimmed | 6 | -2.34 pp | Davis -1.03 pp |
B BIDUBaidu, Inc. | trimmed | 6 | +0.00 pp | Davis -0.26 pp |
| BBMYBristol-Myers Squibb Co. | trimmed | 6 | +0.33 pp | Dodge & Cox -0.22 pp |
C CIThe Cigna Group | trimmed | 6 | +4.03 pp | Pzena +0.11 pp |
K KOCoca-Cola Company | trimmed | 6 | -1.41 pp | Matrix -1.53 pp |
X XOMExxon Mobil Corp | trimmed | 6 | -0.12 pp | Pzena -0.21 pp |
J JDJD.com, Inc. | trimmed | 6 | +6.86 pp | Baillie 0.00 pp |
P PMPhilip Morris International Inc. | trimmed | 6 | +1.74 pp | Oakmark -0.12 pp |
P PGRProgressive Corporation | trimmed | 6 | -6.20 pp | Greenberg -5.75 pp |
R RIVNRivian Automotive, Inc. Class A | trimmed | 6 | -17.37 pp | Soros -11.20 pp |
| CCRMSalesforce, Inc. | trimmed | 6 | +3.44 pp | First Eagle -0.11 pp |
S SHOPShopify Inc. Class A subordinate voting shares | trimmed | 6 | -8.16 pp | Lone Pine -4.15 pp |
S SBUXStarbucks Corp | trimmed | 6 | -2.15 pp | Wedgewood -2.13 pp |
T TMUST-Mobile US, Inc. | trimmed | 6 | -0.90 pp | Viking -1.33 pp |
| TTSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 6 | -2.73 pp | Causeway -2.12 pp |
| TTXNTexas Instruments Incorporated | trimmed | 6 | -0.00 pp | PRIMECAP -0.04 pp |
| UUSBU.S. Bancorp | trimmed | 6 | +0.24 pp | Tweedy -0.08 pp |
A AONAon plc Class A | trimmed | 6 | -1.87 pp | Viking -1.24 pp |