| Stock | Move | Managers | Total | Largest |
|---|
C CPCanadian Pacific Kansas City Limited | new | 7 | +39.54 pp | Egerton +14.33 pp |
N NVDANvidia Corp | new | 6 | +7.45 pp | Third Point +3.10 pp |
M MSFTMicrosoft Corp | added | 13 | +15.76 pp | Appaloosa +3.79 pp |
M METAMeta Platforms, Inc. Class A | added | 12 | +11.16 pp | Tiger Global +6.17 pp |
G GOOGLAlphabet Inc. Class A | added | 11 | +4.36 pp | Kensico +1.76 pp |
B BACBank of America Corporation | added | 10 | +0.64 pp | Pzena +0.67 pp |
J JPMJPMorgan Chase & Co. | added | 10 | +1.82 pp | Mairs +0.68 pp |
A AMZNAmazon.Com Inc | added | 9 | +6.19 pp | Coatue +4.15 pp |
D DISThe Walt Disney Company | added | 9 | -3.29 pp | Causeway +0.07 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 9 | -2.45 pp | Sequoia +0.04 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 8 | +0.41 pp | Tiger Global +0.24 pp |
V VVISA Inc. | added | 8 | +1.53 pp | AltaRock +1.12 pp |
B BABAAlibaba Group Holding Limited | added | 7 | +5.98 pp | Appaloosa +6.37 pp |
E ELVElevance Health, Inc. | added | 7 | +1.77 pp | Sequoia +1.29 pp |
B BNYBank of New York Mellon Corporation | added | 7 | +0.71 pp | Maverick +1.49 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 7 | +4.38 pp | Gates Trust +3.71 pp |
C COFCapital One Financial | added | 7 | +4.69 pp | Sequoia +1.64 pp |
C CSCOCisco Systems, Inc. (DE) | added | 7 | +0.35 pp | Sound Shore +0.44 pp |
D DHRDanaher Corporation | added | 7 | +0.54 pp | Maverick +0.77 pp |
I INTUIntuit Inc | added | 7 | +3.09 pp | Tiger Global +2.25 pp |
M MAMastercard Incorporated | added | 7 | +2.53 pp | Egerton +1.42 pp |
M MUMicron Technology, Inc. | added | 7 | +0.60 pp | Atreides +0.37 pp |
S SCHWThe Charles Schwab Corporation | added | 7 | +2.07 pp | Sequoia +0.95 pp |
T TMOThermo Fisher Scientific, Inc. | added | 7 | +5.47 pp | TCI +3.27 pp |
G GOOGAlphabet Inc. Class C | added | 6 | -2.04 pp | Pershing +2.28 pp |
A AAPLApple Inc. | added | 6 | +2.19 pp | Muhlenkamp +1.11 pp |
C CBRECbre Group, Inc. | added | 6 | +1.50 pp | ValueAct +0.64 pp |
C CVSCvs Health Corporation | added | 6 | -1.70 pp | Brandes +0.15 pp |
H HDBHDFC Bank Limited | added | 6 | +1.94 pp | Egerton +1.08 pp |
J JNJJohnson & Johnson | added | 6 | +0.17 pp | Maverick +0.06 pp |
L LADLithia Motors, Inc. | added | 6 | +13.12 pp | Conifer +9.62 pp |
M MCOMoody's Corporation | added | 6 | +2.33 pp | AKO +2.02 pp |
T TXNTexas Instruments Incorporated | added | 6 | -0.54 pp | Mairs +0.03 pp |
A AMDAdvanced Micro Devices | added | 5 | +2.95 pp | Coatue +2.26 pp |
M MOAltria Group, Inc. | added | 5 | +0.04 pp | Oakmark +0.06 pp |
A AMTAmerican Tower Corporation | added | 5 | -0.49 pp | Baillie 0.00 pp |
A ADPAutomatic Data Processing | added | 5 | -0.36 pp | Mairs +0.08 pp |
A AVGOBroadcom Inc. | added | 5 | +2.43 pp | Cantillon +1.20 pp |
B BNBrookfield Corporation | added | 5 | +3.47 pp | Greenlea +3.80 pp |
C CCitigroup Inc. | added | 5 | +0.82 pp | Patient +0.74 pp |
C CPNGCoupang, Inc. | added | 5 | +2.56 pp | ShawSpring +3.52 pp |
C CACCCredit Acceptance Corp | added | 5 | +1.38 pp | Sequoia +0.75 pp |
E EFXEquifax, Incorporated | added | 5 | +0.61 pp | Jensen +0.26 pp |
F FISFidelity National Information Services, Inc. | added | 5 | +3.27 pp | Baupost +2.18 pp |
F FISVFiserv, Inc. | added | 5 | +0.48 pp | Kensico +1.13 pp |
M MKLMarkel Group Inc. | added | 5 | +9.49 pp | Greenlea +8.99 pp |
N NKENike, Inc. | added | 5 | -0.48 pp | Soros +0.12 pp |
| NNVDANvidia Corp | added | 5 | +15.47 pp | Appaloosa +5.76 pp |
P PYPLPayPal Holdings, Inc. | added | 5 | +1.14 pp | Polen +1.16 pp |
Q QCOMQualcomm Inc | added | 5 | -0.55 pp | Torray +0.14 pp |
| MMSFTMicrosoft Corp | trimmed | 32 | +0.69 pp | TCI -3.12 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 30 | -6.50 pp | Southeastern -2.92 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 28 | -16.85 pp | Third Point -5.56 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 23 | -6.38 pp | Abrams -5.03 pp |
| AAMZNAmazon.Com Inc | trimmed | 22 | -4.77 pp | Tiger Global -5.07 pp |
| VVVISA Inc. | trimmed | 17 | -5.86 pp | TCI -2.34 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 13 | +0.44 pp | Oakmark -0.53 pp |
A ADBEAdobe Inc. | trimmed | 12 | -0.79 pp | Coatue -1.61 pp |
O ORCLOracle Corp | trimmed | 12 | -1.73 pp | Sound Shore -1.75 pp |
C CRMSalesforce, Inc. | trimmed | 12 | -11.01 pp | Maverick -2.57 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 11 | -8.87 pp | Kensico -4.14 pp |
W WFCWells Fargo & Co. | trimmed | 11 | +1.72 pp | Russo +0.02 pp |
K KMXCarMax Inc. | trimmed | 10 | +3.51 pp | Baillie 0.00 pp |
G GEGE Aerospace | trimmed | 10 | -4.43 pp | Pzena -1.85 pp |
N NFLXNetFlix Inc | trimmed | 10 | -8.86 pp | Sequoia -3.47 pp |
| TTSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 10 | -3.97 pp | Causeway -2.35 pp |
| AAAPLApple Inc. | trimmed | 9 | +1.94 pp | Giverny 0.00 pp |
B BKNGBooking Holdings Inc. | trimmed | 9 | -8.82 pp | AKO -5.34 pp |
C CMCSAComcast Corp | trimmed | 9 | +0.07 pp | Tweedy -0.22 pp |
| FFISVFiserv, Inc. | trimmed | 9 | +0.69 pp | Oakmark -0.13 pp |
| MMAMastercard Incorporated | trimmed | 9 | -0.24 pp | Oakmark -0.27 pp |
| DDISThe Walt Disney Company | trimmed | 8 | -1.73 pp | Mairs -0.59 pp |
W WDAYWorkday, Inc. Class A | trimmed | 8 | -7.99 pp | Whale Rock -2.84 pp |
A AXPAmerican Express Company | trimmed | 7 | -0.08 pp | Davis -0.04 pp |
A AMATApplied Materials Inc | trimmed | 7 | -1.60 pp | Vulcan -1.08 pp |
B BMYBristol-Myers Squibb Co. | trimmed | 7 | -0.50 pp | PRIMECAP -0.18 pp |
F FDXFedEx Corporation | trimmed | 7 | -0.13 pp | Dodge & Cox -0.17 pp |
| IINTUIntuit Inc | trimmed | 7 | -5.51 pp | Whale Rock -2.99 pp |
M MRKMerck & Co., Inc. | trimmed | 7 | +0.72 pp | Mairs -0.01 pp |
| NNVDANvidia Corp | trimmed | 7 | +4.41 pp | ARK +0.04 pp |
P PMPhilip Morris International Inc. | trimmed | 7 | -0.90 pp | Fundsmith -0.42 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 7 | -2.81 pp | Giverny -1.61 pp |
T TDGTransDigm Group Incorporated | trimmed | 7 | +1.54 pp | Abrams -0.50 pp |
U USBU.S. Bancorp | trimmed | 7 | -1.26 pp | Davis -0.60 pp |
Z ZBHZimmer Biomet Holdings, Inc. | trimmed | 7 | -0.62 pp | Causeway -0.44 pp |
A ABTAbbott Laboratories | trimmed | 6 | -0.15 pp | PRIMECAP -0.10 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 6 | -2.44 pp | Causeway -1.16 pp |
| BBACBank of America Corporation | trimmed | 6 | -0.23 pp | Greenhaven -0.08 pp |
C CVXChevron Corporation | trimmed | 6 | -1.14 pp | Berkshire -1.09 pp |
D DEDeere & Company | trimmed | 6 | -0.15 pp | Baillie -0.06 pp |
E EBAYeBay Inc | trimmed | 6 | -0.33 pp | Lindsell -0.25 pp |
F FICOFair Isaac Corporation | trimmed | 6 | +1.53 pp | Ariel 0.00 pp |
H HCAHCA Healthcare, Inc. | trimmed | 6 | -4.47 pp | Abrams Bison -2.11 pp |
| JJNJJohnson & Johnson | trimmed | 6 | +0.16 pp | Mairs -0.01 pp |
P PEPPepsiCo, Inc. | trimmed | 6 | -0.50 pp | Lindsell -0.27 pp |
S SLBSLB Limited | trimmed | 6 | -2.89 pp | Muhlenkamp -1.69 pp |
T TSLATesla, Inc. | trimmed | 6 | -1.49 pp | Atreides -1.92 pp |
| TTMOThermo Fisher Scientific, Inc. | trimmed | 6 | -4.50 pp | AKO -2.66 pp |
| U—Unilever Spn.Adr 1:1 | trimmed | 6 | -1.38 pp | Russo -0.85 pp |
A ACNAccenture PLC | trimmed | 6 | +0.14 pp | Soros -0.10 pp |