| Stock | Move | Managers | Total | Largest |
L LINLinde plc | new | 8 | +2.61 pp | Weitz +1.21 pp |
G GOOGLAlphabet Inc. Class A | new | 7 | +27.61 pp | Third Point +8.06 pp |
G GEHCGE HealthCare Technologies Inc. | new | 6 | +8.36 pp | Sound Shore +3.10 pp |
N NVDANvidia Corp | new | 5 | +9.21 pp | Jericho +3.52 pp |
C CRMSalesforce, Inc. | new | 5 | +13.47 pp | Kensico +5.11 pp |
A AMZNAmazon.Com Inc | added | 21 | +21.45 pp | Polen +3.59 pp |
G GOOGAlphabet Inc. Class C | added | 18 | +13.43 pp | Baupost +4.66 pp |
G GOOGLAlphabet Inc. Class A | added | 16 | +11.01 pp | Tiger Global +3.86 pp |
M METAMeta Platforms, Inc. Class A | added | 16 | +40.71 pp | RV Capital +9.29 pp |
M MSFTMicrosoft Corp | added | 16 | +14.78 pp | Whale Rock +4.18 pp |
B BACBank of America Corporation | added | 13 | +1.45 pp | Fairfax +4.13 pp |
B BABAAlibaba Group Holding Limited | added | 9 | -0.40 pp | D1 +1.65 pp |
I INTUIntuit Inc | added | 9 | +7.78 pp | Valley Forge +4.38 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 9 | +1.38 pp | Maverick +1.61 pp |
C CCitigroup Inc. | added | 8 | +2.48 pp | Kahn +1.26 pp |
D DISThe Walt Disney Company | added | 8 | +3.61 pp | Coatue +1.82 pp |
S SCHWThe Charles Schwab Corporation | added | 8 | -4.01 pp | PAR +0.12 pp |
A ADBEAdobe Inc. | added | 7 | +0.10 pp | Hillman +0.25 pp |
E ELVElevance Health, Inc. | added | 7 | +0.77 pp | Greenberg +1.33 pp |
C CRMSalesforce, Inc. | added | 7 | +17.75 pp | ValueAct +9.94 pp |
A AAPLApple Inc. | added | 6 | +14.12 pp | Berkshire +7.54 pp |
B BNBrookfield Corporation | added | 6 | +2.86 pp | Pabrai +2.17 pp |
C COFCapital One Financial | added | 6 | +5.38 pp | CAS +3.64 pp |
D DHRDanaher Corporation | added | 6 | -0.51 pp | Weitz +0.12 pp |
F FISVFiserv, Inc. | added | 6 | +1.39 pp | Kensico +1.33 pp |
J JPMJPMorgan Chase & Co. | added | 6 | +0.27 pp | Mairs +0.35 pp |
P PYPLPayPal Holdings, Inc. | added | 6 | +0.29 pp | Wedgewood +0.20 pp |
Q QCOMQualcomm Inc | added | 6 | +1.67 pp | Matrix +0.42 pp |
X XYZBlock, Inc. | added | 6 | +1.21 pp | Coatue +0.72 pp |
T TMOThermo Fisher Scientific, Inc. | added | 6 | +1.46 pp | TCI +1.53 pp |
V VVISA Inc. | added | 6 | +4.61 pp | Egerton +3.42 pp |
B BAPCredicorp LTD | added | 6 | +0.51 pp | Ariel +0.40 pp |
M MDTMedtronic plc | added | 6 | +1.03 pp | First Eagle +0.71 pp |
A AMDAdvanced Micro Devices | added | 5 | +6.81 pp | Atreides +4.17 pp |
C CVSCvs Health Corporation | added | 5 | -2.46 pp | Maverick 0.00 pp |
K KMXCarMax Inc. | added | 5 | +0.58 pp | Check +0.51 pp |
C CVXChevron Corporation | added | 5 | -0.79 pp | Russo 0.00 pp |
C CMCSAComcast Corp | added | 5 | +0.40 pp | Matrix +0.21 pp |
D DGDollar General Corp. | added | 5 | +1.20 pp | Semper +1.50 pp |
G GSKGSK plc | added | 5 | +0.81 pp | Brandes +0.47 pp |
J JDJD.com, Inc. | added | 5 | -4.61 pp | Scion +1.21 pp |
M MAMastercard Incorporated | added | 5 | +0.38 pp | Akre +0.33 pp |
M MCOMoody's Corporation | added | 5 | +3.52 pp | TCI +2.29 pp |
O ORCLOracle Corp | added | 5 | +0.46 pp | Oakmark +0.27 pp |
R RHRh | added | 5 | -0.04 pp | Baron +0.01 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 5 | +2.43 pp | Wedgewood +1.22 pp |
T TECKTeck Resources Limited | added | 5 | +0.64 pp | Duquesne +1.77 pp |
T TXNTexas Instruments Incorporated | added | 5 | +0.85 pp | Jensen +0.47 pp |
M MTNVail Resorts, Inc. | added | 5 | -0.73 pp | Ariel +0.01 pp |
V VZVerizon Communications | added | 5 | -0.01 pp | Century +0.04 pp |
W WFCWells Fargo & Co. | added | 5 | -1.17 pp | Oakmark -0.10 pp |
M MSFTMicrosoft Corp | trimmed | 22 | -10.35 pp | D1 -6.27 pp |
V VVISA Inc. | trimmed | 20 | -6.06 pp | Triple Frond -2.90 pp |
M METAMeta Platforms, Inc. Class A | trimmed | 18 | +17.00 pp | Atreides -4.11 pp |
G GOOGLAlphabet Inc. Class A | trimmed | 17 | +4.83 pp | Cantillon -0.84 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | trimmed | 15 | -11.35 pp | H&H -4.75 pp |
G GOOGAlphabet Inc. Class C | trimmed | 15 | -13.65 pp | TCI -7.79 pp |
M MAMastercard Incorporated | trimmed | 14 | -9.07 pp | Egerton -2.07 pp |
J JPMJPMorgan Chase & Co. | trimmed | 12 | -5.22 pp | Greenhaven -1.84 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 12 | -12.04 pp | Egerton -4.39 pp |
D DISThe Walt Disney Company | trimmed | 11 | -1.19 pp | Dorsey -1.26 pp |
B BKNGBooking Holdings Inc. | trimmed | 10 | +3.81 pp | Egerton -1.68 pp |
W WFCWells Fargo & Co. | trimmed | 10 | -3.97 pp | Davis -1.15 pp |
A ADBEAdobe Inc. | trimmed | 9 | -2.88 pp | AKO -2.31 pp |
A AMZNAmazon.Com Inc | trimmed | 9 | -8.32 pp | D1 -7.29 pp |
A AAPLApple Inc. | trimmed | 9 | +2.80 pp | Maverick -0.02 pp |
C CMCSAComcast Corp | trimmed | 9 | +0.38 pp | Tweedy -0.19 pp |
F FISVFiserv, Inc. | trimmed | 9 | -9.51 pp | ValueAct -6.45 pp |
B BABAAlibaba Group Holding Limited | trimmed | 8 | -3.94 pp | Coatue -3.91 pp |
B BIDUBaidu, Inc. | trimmed | 8 | +0.52 pp | Dodge & Cox -0.18 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 8 | +0.51 pp | Maverick -0.02 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 8 | +1.57 pp | Causeway -0.51 pp |
A AXPAmerican Express Company | trimmed | 7 | -0.18 pp | Dodge & Cox -0.37 pp |
C CBRECbre Group, Inc. | trimmed | 7 | -1.54 pp | Vulcan -0.62 pp |
K KMXCarMax Inc. | trimmed | 7 | -0.37 pp | Akre -1.16 pp |
X XOMExxon Mobil Corp | trimmed | 7 | -0.77 pp | Semper -0.56 pp |
F FICOFair Isaac Corporation | trimmed | 7 | +2.45 pp | Ariel 0.00 pp |
F FDXFedEx Corporation | trimmed | 7 | +3.21 pp | Sound Shore +0.26 pp |
G GSGoldman Sachs Group Inc. | trimmed | 7 | -0.81 pp | Matrix -0.20 pp |
J JNJJohnson & Johnson | trimmed | 7 | -3.50 pp | Tweedy -1.21 pp |
M MUMicron Technology, Inc. | trimmed | 7 | -7.97 pp | Himalaya -9.56 pp |
N NFLXNetFlix Inc | trimmed | 7 | -2.42 pp | Whale Rock -2.65 pp |
O ORCLOracle Corp | trimmed | 7 | -3.24 pp | Whale Rock -4.07 pp |
T TMUST-Mobile US, Inc. | trimmed | 7 | -3.56 pp | Maverick -1.96 pp |
U USBU.S. Bancorp | trimmed | 7 | -3.59 pp | Yacktman -2.07 pp |
U UBERUber Technologies, Inc. | trimmed | 7 | +1.20 pp | Maverick -0.37 pp |
W WDAYWorkday, Inc. Class A | trimmed | 7 | -2.75 pp | Whale Rock -3.18 pp |
A ADIAnalog Devices, Inc. | trimmed | 6 | +3.29 pp | Dodge & Cox +0.01 pp |
A AMATApplied Materials Inc | trimmed | 6 | +1.78 pp | Maverick -0.29 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 6 | -1.43 pp | Russo -0.99 pp |
B BMYBristol-Myers Squibb Co. | trimmed | 6 | +0.05 pp | PRIMECAP -0.14 pp |
C CVXChevron Corporation | trimmed | 6 | -10.36 pp | Duquesne -7.21 pp |
G GMGeneral Motors Company | trimmed | 6 | -0.57 pp | Sound Shore -0.31 pp |
I INTUIntuit Inc | trimmed | 6 | -1.87 pp | Whale Rock -2.52 pp |
P PEPPepsiCo, Inc. | trimmed | 6 | -0.24 pp | Jensen -0.19 pp |
P PMPhilip Morris International Inc. | trimmed | 6 | -2.37 pp | Ariel -0.92 pp |
P PGProcter & Gamble Company | trimmed | 6 | -0.92 pp | Yacktman -0.47 pp |
C CRMSalesforce, Inc. | trimmed | 6 | -3.12 pp | Greenlea -3.99 pp |
S SCHWThe Charles Schwab Corporation | trimmed | 6 | -7.49 pp | Sequoia -3.93 pp |
T TXNTexas Instruments Incorporated | trimmed | 6 | +0.70 pp | Oakmark 0.00 pp |