| Stock | Move | Managers | Total | Largest |
|---|
H HLNHaleon plc | new | 7 | +1.95 pp | Kahn +1.37 pp |
G GSKGSK plc | new | 6 | +4.81 pp | Hillman +2.98 pp |
T TWTRTwitter, Inc. | new | 5 | +31.55 pp | Greenlight +13.31 pp |
G GOOGLAlphabet Inc. Class A | added | 18 | +4.73 pp | Fundsmith +3.24 pp |
M METAMeta Platforms, Inc. Class A | added | 17 | -3.54 pp | Viking +1.25 pp |
M MSFTMicrosoft Corp | added | 17 | +24.65 pp | Gates Trust +25.54 pp |
A AMZNAmazon.Com Inc | added | 16 | +10.21 pp | AltaRock +2.15 pp |
G GOOGAlphabet Inc. Class C | added | 13 | +1.64 pp | AKO +3.69 pp |
C CRMSalesforce, Inc. | added | 11 | -0.24 pp | Maverick +1.58 pp |
B BACBank of America Corporation | added | 10 | +0.72 pp | Torray +0.41 pp |
D DISThe Walt Disney Company | added | 10 | +1.26 pp | Century +0.35 pp |
V VVISA Inc. | added | 10 | +3.09 pp | Viking +2.09 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 9 | +2.89 pp | Fairholme +1.42 pp |
A ADBEAdobe Inc. | added | 8 | -3.65 pp | ARK +0.04 pp |
S SHOPShopify Inc. Class A subordinate voting shares | added | 8 | -0.02 pp | Coatue +0.65 pp |
W WFCWells Fargo & Co. | added | 8 | +2.96 pp | Oakmark +0.72 pp |
B BKNGBooking Holdings Inc. | added | 7 | +3.42 pp | AKO +1.49 pp |
F FDXFedEx Corporation | added | 7 | -3.13 pp | Gates Trust -0.02 pp |
I INTUIntuit Inc | added | 7 | +0.84 pp | Durable +0.39 pp |
J JPMJPMorgan Chase & Co. | added | 7 | +0.34 pp | Mairs +0.58 pp |
O ORCLOracle Corp | added | 7 | -0.48 pp | Oakmark +0.52 pp |
P PYPLPayPal Holdings, Inc. | added | 7 | +11.69 pp | Lone Pine +3.91 pp |
U UBERUber Technologies, Inc. | added | 7 | +7.40 pp | Coatue +2.60 pp |
W WDAYWorkday, Inc. Class A | added | 7 | +7.61 pp | Tiger Global +2.85 pp |
B BABAAlibaba Group Holding Limited | added | 6 | -4.35 pp | Baillie 0.00 pp |
A AAPLApple Inc. | added | 6 | +5.33 pp | H&H +5.18 pp |
K KMXCarMax Inc. | added | 6 | -4.15 pp | FPA +0.12 pp |
C CSCOCisco Systems, Inc. (DE) | added | 6 | +0.09 pp | Brandes +0.03 pp |
C CMCSAComcast Corp | added | 6 | -3.01 pp | Hillman +0.09 pp |
F FTCHQFarfetch Limited A | added | 6 | +2.21 pp | Miller +1.05 pp |
G GEGE Aerospace | added | 6 | +3.17 pp | Viking +1.14 pp |
M MUMicron Technology, Inc. | added | 6 | +5.02 pp | Fairfax +3.54 pp |
N NKENike, Inc. | added | 6 | -1.25 pp | Semper -0.05 pp |
R RHRh | added | 6 | +0.27 pp | Durable +0.31 pp |
S SCHWThe Charles Schwab Corporation | added | 6 | +3.48 pp | Giverny +1.01 pp |
X XYZBlock, Inc. | added | 6 | +0.71 pp | Tiger Global +1.43 pp |
A ABBVAbbvie Inc. | added | 5 | +0.09 pp | Matrix +0.10 pp |
C CHTRCharter Comm Inc Del CL A New | added | 5 | -7.25 pp | First Eagle 0.00 pp |
C CVXChevron Corporation | added | 5 | +0.46 pp | Berkshire +0.23 pp |
D DDOGDatadog, Inc. Class A | added | 5 | +4.68 pp | Tiger Global +3.26 pp |
D DDDuPont de Nemours, Inc. | added | 5 | +0.06 pp | Hillman +0.15 pp |
E EFXEquifax, Incorporated | added | 5 | +0.45 pp | Jensen +0.25 pp |
F FISFidelity National Information Services, Inc. | added | 5 | +0.89 pp | Kensico +0.96 pp |
G GMGeneral Motors Company | added | 5 | +1.24 pp | Torray +0.63 pp |
H HCAHCA Healthcare, Inc. | added | 5 | +2.95 pp | Abrams Bison +2.00 pp |
K KKRKKR & Co. Inc. | added | 5 | +1.01 pp | Oakmark +0.80 pp |
M MCOMoody's Corporation | added | 5 | +0.89 pp | AltaRock +0.98 pp |
N NVDANvidia Corp | added | 5 | +4.96 pp | Coatue +4.68 pp |
N NOWServicenow, Inc. | added | 5 | +1.62 pp | Tiger Global +1.42 pp |
S SNOWSnowflake Inc. | added | 5 | +2.36 pp | Tiger Global +1.58 pp |
S SBUXStarbucks Corp | added | 5 | +0.62 pp | Semper +0.28 pp |
T TECKTeck Resources Limited | added | 5 | +1.37 pp | Egerton +0.70 pp |
T TXNTexas Instruments Incorporated | added | 5 | +0.42 pp | Matrix +0.24 pp |
U USBU.S. Bancorp | added | 5 | -0.70 pp | Wedgewood +0.01 pp |
V VZVerizon Communications | added | 5 | -0.50 pp | Mairs -0.01 pp |
P PARAParamount Global-class B | added | 5 | -1.65 pp | Ariel -0.02 pp |
W WTWWillis Towers Watson Public Limited Company | added | 5 | +2.58 pp | Baupost +1.75 pp |
A ASMLASML Holding NV | added | 5 | +0.68 pp | D1 +0.62 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 23 | -10.48 pp | Baupost -3.20 pp |
| MMSFTMicrosoft Corp | trimmed | 23 | -27.29 pp | Duquesne -11.25 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 18 | -25.66 pp | Atreides -4.60 pp |
| AAMZNAmazon.Com Inc | trimmed | 17 | -2.03 pp | Lone Pine -1.87 pp |
| VVVISA Inc. | trimmed | 15 | -2.59 pp | Polen -1.43 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 13 | -5.98 pp | Cooperman -2.28 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 13 | -30.20 pp | Gates Trust -30.24 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 13 | +1.50 pp | Egerton -0.68 pp |
M MAMastercard Incorporated | trimmed | 12 | -5.66 pp | Vulcan -2.00 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 10 | -9.23 pp | Patient -3.18 pp |
B BMYBristol-Myers Squibb Co. | trimmed | 10 | -0.02 pp | Torray -0.48 pp |
J JNJJohnson & Johnson | trimmed | 10 | -0.70 pp | Yacktman -0.22 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 10 | +3.64 pp | PRIMECAP -0.27 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 10 | -2.91 pp | AKO -1.50 pp |
| WWFCWells Fargo & Co. | trimmed | 10 | +1.84 pp | Yacktman -0.70 pp |
B BNYBank of New York Mellon Corporation | trimmed | 9 | -0.64 pp | Matrix -0.28 pp |
F FISVFiserv, Inc. | trimmed | 9 | -4.05 pp | Torray -2.35 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 9 | -5.50 pp | Sequoia -2.29 pp |
| DDISThe Walt Disney Company | trimmed | 8 | +0.41 pp | Causeway -0.03 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 8 | -2.40 pp | Giverny -1.91 pp |
P PEPPepsiCo, Inc. | trimmed | 8 | -0.76 pp | Yacktman -0.71 pp |
P PGProcter & Gamble Company | trimmed | 8 | -0.99 pp | Yacktman -0.49 pp |
A AXPAmerican Express Company | trimmed | 7 | -0.72 pp | Semper -0.57 pp |
C CVSCvs Health Corporation | trimmed | 7 | +1.16 pp | Oakmark +0.01 pp |
K KOCoca-Cola Company | trimmed | 7 | -2.15 pp | Yacktman -2.00 pp |
C CRWDCrowdStrike Holdings, Inc. Class A | trimmed | 7 | -13.83 pp | Tiger Global -7.90 pp |
H HDHome Depot, Inc. | trimmed | 7 | -0.09 pp | Mairs -0.05 pp |
M MRKMerck & Co., Inc. | trimmed | 7 | -0.97 pp | Hillman -0.87 pp |
| MMCOMoody's Corporation | trimmed | 7 | -1.46 pp | Triple Frond -0.77 pp |
P PFEPfizer Inc. | trimmed | 7 | -1.06 pp | Jensen -0.56 pp |
P PGRProgressive Corporation | trimmed | 7 | -4.41 pp | Abrams Bison -3.68 pp |
T TMUST-Mobile US, Inc. | trimmed | 7 | -5.93 pp | Viking -3.59 pp |
T TSLATesla, Inc. | trimmed | 7 | -0.51 pp | D1 -1.50 pp |
| AADBEAdobe Inc. | trimmed | 6 | -0.83 pp | PRIMECAP -0.41 pp |
A ADIAnalog Devices, Inc. | trimmed | 6 | -0.21 pp | Soros -0.24 pp |
E ELVElevance Health, Inc. | trimmed | 6 | -1.47 pp | Greenberg -1.39 pp |
A AMATApplied Materials Inc | trimmed | 6 | -0.80 pp | Sound Shore -0.43 pp |
| KKMXCarMax Inc. | trimmed | 6 | -1.77 pp | Sequoia -1.57 pp |
C CCitigroup Inc. | trimmed | 6 | -0.44 pp | Oakmark -0.31 pp |
| CCMCSAComcast Corp | trimmed | 6 | -3.76 pp | Tweedy -1.18 pp |
X XOMExxon Mobil Corp | trimmed | 6 | -0.81 pp | Semper -0.82 pp |
G GSGoldman Sachs Group Inc. | trimmed | 6 | -0.35 pp | Greenhaven -0.59 pp |