| Stock | Move | Managers | Total | Largest |
|---|
B BNBrookfield Corporation | new | 11 | +56.71 pp | Pabrai +18.59 pp |
B BAMBrookfield Asset Management Ltd. | new | 9 | +10.66 pp | Pabrai +4.23 pp |
T TEAMAtlassian Corporation Class A | new | 7 | +8.05 pp | Durable +3.62 pp |
M MBLYMobileye Global Inc. Class A | new | 5 | +2.16 pp | Jericho +1.65 pp |
S SPYState Street SPDR S&P 500 ETF Trust | new | 5 | +2.38 pp | Soros +1.53 pp |
A AMZNAmazon.Com Inc | added | 18 | +5.98 pp | Tiger Global +6.06 pp |
M METAMeta Platforms, Inc. Class A | added | 18 | +25.96 pp | Tiger Global +6.12 pp |
G GOOGLAlphabet Inc. Class A | added | 16 | +10.99 pp | Himalaya +6.44 pp |
G GOOGAlphabet Inc. Class C | added | 15 | -3.01 pp | Baupost +3.52 pp |
M MSFTMicrosoft Corp | added | 11 | +11.98 pp | D1 +3.17 pp |
D DISThe Walt Disney Company | added | 10 | +0.76 pp | Semper +0.76 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 9 | +1.82 pp | Lone Pine +1.18 pp |
A AAPLApple Inc. | added | 8 | -4.15 pp | H&H +0.70 pp |
B BACBank of America Corporation | added | 8 | +1.11 pp | Cooperman +0.61 pp |
M MCOMoody's Corporation | added | 8 | +2.36 pp | TCI +1.56 pp |
A ADBEAdobe Inc. | added | 7 | +3.85 pp | Coatue +3.12 pp |
B BABAAlibaba Group Holding Limited | added | 7 | +16.39 pp | Jericho +10.19 pp |
I INTUIntuit Inc | added | 7 | +2.26 pp | Coatue +1.06 pp |
K KMXCarMax Inc. | added | 6 | -0.43 pp | FPA +0.18 pp |
H HDHome Depot, Inc. | added | 6 | +2.26 pp | Torray +1.82 pp |
M MUMicron Technology, Inc. | added | 6 | -13.69 pp | Viking +0.84 pp |
C CRMSalesforce, Inc. | added | 6 | +1.09 pp | Appaloosa +0.94 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 6 | +3.94 pp | Viking +2.56 pp |
W WFCWells Fargo & Co. | added | 6 | -0.45 pp | PAR +0.01 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 5 | +1.58 pp | Semper +0.85 pp |
B BKNGBooking Holdings Inc. | added | 5 | +4.14 pp | AKO +2.17 pp |
C CCitigroup Inc. | added | 5 | -0.17 pp | Causeway +0.51 pp |
C CMCSAComcast Corp | added | 5 | +0.65 pp | First Eagle +0.33 pp |
F FDXFedEx Corporation | added | 5 | +0.97 pp | Check +0.34 pp |
F FRCBFirst Republic Bk CA | added | 5 | +0.71 pp | Wedgewood +0.42 pp |
G GSKGSK plc | added | 5 | +0.48 pp | Dodge & Cox +0.25 pp |
O ORCLOracle Corp | added | 5 | +5.09 pp | Whale Rock +2.87 pp |
R RHRh | added | 5 | +5.18 pp | D1 +4.63 pp |
S SPGIS&P Global Inc. | added | 5 | +1.08 pp | TCI +0.91 pp |
S SCHWThe Charles Schwab Corporation | added | 5 | +1.72 pp | Yacktman +0.75 pp |
S SPLKSplunk Inc | added | 5 | +3.69 pp | Whale Rock +2.34 pp |
T TECKTeck Resources Limited | added | 5 | +2.82 pp | Greenlight +1.20 pp |
T TSLATesla, Inc. | added | 5 | -14.08 pp | Atreides +1.50 pp |
T TXNTexas Instruments Incorporated | added | 5 | +0.36 pp | Jensen +0.28 pp |
W WBDWarner Bros. Discovery, Inc. Series A | added | 5 | -1.06 pp | Yacktman +0.07 pp |
| MMSFTMicrosoft Corp | trimmed | 27 | -10.87 pp | Whale Rock -4.94 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 20 | -7.98 pp | Egerton -1.41 pp |
V VVISA Inc. | trimmed | 20 | +5.41 pp | Maverick -0.55 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 19 | -13.07 pp | AltaRock -4.10 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 17 | -20.71 pp | Polen -5.04 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 16 | +0.49 pp | Gates Trust -1.97 pp |
M MAMastercard Incorporated | trimmed | 15 | +9.50 pp | Mairs -0.01 pp |
| AAMZNAmazon.Com Inc | trimmed | 13 | -29.21 pp | Atreides -9.65 pp |
| WWFCWells Fargo & Co. | trimmed | 13 | -3.30 pp | Tweedy -0.62 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 12 | +1.77 pp | Oakmark -0.29 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 11 | -0.87 pp | Kensico -0.62 pp |
| DDISThe Walt Disney Company | trimmed | 10 | -5.62 pp | Coatue -3.25 pp |
F FISVFiserv, Inc. | trimmed | 10 | -5.75 pp | Kensico -2.66 pp |
J JPMJPMorgan Chase & Co. | trimmed | 10 | +4.53 pp | Dodge & Cox 0.00 pp |
U UBERUber Technologies, Inc. | trimmed | 10 | -8.70 pp | Coatue -4.10 pp |
| AADBEAdobe Inc. | trimmed | 9 | +1.14 pp | Akre -0.28 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 9 | -0.22 pp | Brandes -0.35 pp |
A AMATApplied Materials Inc | trimmed | 9 | -0.02 pp | Egerton -1.66 pp |
| BBKNGBooking Holdings Inc. | trimmed | 9 | +3.11 pp | Causeway +0.03 pp |
J JNJJohnson & Johnson | trimmed | 9 | -0.03 pp | Jensen -0.56 pp |
M MRKMerck & Co., Inc. | trimmed | 9 | +1.30 pp | Dodge & Cox 0.00 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 9 | -3.21 pp | AKO -1.97 pp |
A ADIAnalog Devices, Inc. | trimmed | 8 | -0.32 pp | Egerton -1.56 pp |
E ELVElevance Health, Inc. | trimmed | 8 | -4.48 pp | Greenberg -4.58 pp |
| AAAPLApple Inc. | trimmed | 8 | -0.80 pp | Muhlenkamp -0.37 pp |
B BIDUBaidu, Inc. | trimmed | 8 | -0.63 pp | Causeway -0.22 pp |
B BNYBank of New York Mellon Corporation | trimmed | 8 | -0.07 pp | Tweedy -0.59 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 8 | +0.67 pp | Dodge & Cox 0.00 pp |
| CCMCSAComcast Corp | trimmed | 8 | +1.12 pp | Hillman -0.06 pp |
X XOMExxon Mobil Corp | trimmed | 8 | -1.72 pp | First Eagle -1.13 pp |
G GEGE Aerospace | trimmed | 8 | +1.67 pp | Viking -0.43 pp |
N NFLXNetFlix Inc | trimmed | 8 | +3.43 pp | Sequoia -1.39 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 8 | -7.71 pp | Coatue -3.41 pp |
U USBU.S. Bancorp | trimmed | 8 | -1.83 pp | Berkshire -0.96 pp |
| BBACBank of America Corporation | trimmed | 7 | -1.43 pp | Tweedy -1.46 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 7 | +14.68 pp | Check -0.35 pp |
B BMYBristol-Myers Squibb Co. | trimmed | 7 | -1.97 pp | Kahn -1.58 pp |
C CVXChevron Corporation | trimmed | 7 | +2.45 pp | Check 0.00 pp |
| OORCLOracle Corp | trimmed | 7 | +0.91 pp | First Eagle -0.12 pp |
P PEPPepsiCo, Inc. | trimmed | 7 | -2.04 pp | Yacktman -1.99 pp |
P PMPhilip Morris International Inc. | trimmed | 7 | +1.79 pp | Oakmark -0.13 pp |
| CCRMSalesforce, Inc. | trimmed | 7 | -4.74 pp | Greenlea -2.71 pp |
X XYZBlock, Inc. | trimmed | 7 | -1.34 pp | Whale Rock -1.67 pp |
| U—Unilever Spn.Adr 1:1 | trimmed | 7 | -0.21 pp | Russo -0.36 pp |
Z ZBHZimmer Biomet Holdings, Inc. | trimmed | 7 | +0.23 pp | Hillman -0.13 pp |
A ABTAbbott Laboratories | trimmed | 6 | +0.44 pp | FPA -0.01 pp |
A AXPAmerican Express Company | trimmed | 6 | -0.09 pp | Dodge & Cox -0.18 pp |
C CBRECbre Group, Inc. | trimmed | 6 | +0.35 pp | Ariel -0.08 pp |
C CVSCvs Health Corporation | trimmed | 6 | -1.23 pp | Matrix -0.50 pp |
C CAHCardinal Health, Inc. | trimmed | 6 | -0.71 pp | Sound Shore -0.66 pp |
| CCCitigroup Inc. | trimmed | 6 | -0.14 pp | Oakmark -0.64 pp |
E EMREmerson Electric Co. | trimmed | 6 | +0.81 pp | Maverick -0.02 pp |
E EFXEquifax, Incorporated | trimmed | 6 | -1.84 pp | AKO -1.99 pp |
G GSGoldman Sachs Group Inc. | trimmed | 6 | -0.38 pp | Greenhaven -0.33 pp |
| IINTUIntuit Inc | trimmed | 6 | +0.69 pp | Lindsell -1.13 pp |
N NVSNovartis AG | trimmed | 6 | +0.02 pp | Brandes -0.35 pp |
P PFEPfizer Inc. | trimmed | 6 | +0.17 pp | Kahn -0.11 pp |
R RIVNRivian Automotive, Inc. Class A | trimmed | 6 | -16.85 pp | Soros -6.74 pp |
S SNOWSnowflake Inc. | trimmed | 6 | -3.56 pp | D1 -1.51 pp |
S SBUXStarbucks Corp | trimmed | 6 | -0.25 pp | Wedgewood -0.30 pp |