| Stock | Move | Managers | Total | Largest |
|---|
R RDDTReddit, Inc. | new | 7 | +1.31 pp | Atreides +0.58 pp |
A ALABAstera Labs, Inc. | new | 6 | +8.53 pp | Atreides +5.93 pp |
G GOOGLAlphabet Inc. Class A | added | 13 | +10.49 pp | Tiger Global +4.47 pp |
B BABAAlibaba Group Holding Limited | added | 12 | +8.85 pp | Appaloosa +6.21 pp |
A AMZNAmazon.Com Inc | added | 11 | +15.33 pp | Whale Rock +4.79 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 11 | +2.37 pp | Viking +1.62 pp |
C CMCSAComcast Corp | added | 9 | +1.20 pp | Hillman +1.98 pp |
G GOOGAlphabet Inc. Class C | added | 9 | +6.10 pp | Baupost +3.62 pp |
M MSFTMicrosoft Corp | added | 9 | +1.35 pp | AKO +0.70 pp |
M METAMeta Platforms, Inc. Class A | added | 8 | +4.64 pp | Third Point +1.47 pp |
C CHTRCharter Comm Inc Del CL A New | added | 7 | -2.98 pp | Weitz +1.14 pp |
H HDBHDFC Bank Limited | added | 7 | +0.19 pp | Southeastern +0.21 pp |
X XYZBlock, Inc. | added | 7 | +5.40 pp | Scion +3.27 pp |
V VVISA Inc. | added | 7 | +1.58 pp | Viking +1.14 pp |
M MDTMedtronic plc | added | 7 | +0.08 pp | Matrix +0.13 pp |
A AAPLApple Inc. | added | 6 | -2.84 pp | Mairs +0.40 pp |
B BIDUBaidu, Inc. | added | 6 | +1.45 pp | Appaloosa +1.51 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 6 | +0.30 pp | Muhlenkamp +0.24 pp |
K KMXCarMax Inc. | added | 6 | +1.76 pp | Hillman +1.12 pp |
M MAMastercard Incorporated | added | 6 | +0.01 pp | Akre +0.20 pp |
N NKENike, Inc. | added | 6 | +0.56 pp | Polen +0.51 pp |
P PMPhilip Morris International Inc. | added | 6 | +6.09 pp | Lone Pine +2.37 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 6 | +7.47 pp | Coatue +5.38 pp |
A ADBEAdobe Inc. | added | 5 | -0.24 pp | Maverick +0.01 pp |
A AMTAmerican Tower Corporation | added | 5 | -2.40 pp | Baillie 0.00 pp |
E ELVElevance Health, Inc. | added | 5 | +0.52 pp | Vulcan +0.27 pp |
B BACBank of America Corporation | added | 5 | +0.52 pp | Pzena +0.19 pp |
B BNBrookfield Corporation | added | 5 | -0.45 pp | Akre +0.13 pp |
C CVSCvs Health Corporation | added | 5 | +1.38 pp | Pzena +1.28 pp |
C CCitigroup Inc. | added | 5 | +4.45 pp | Scion +2.20 pp |
I ILMNIllumina Inc | added | 5 | -0.21 pp | Baillie +0.03 pp |
P PFEPfizer Inc. | added | 5 | +1.31 pp | Sound Shore +0.60 pp |
P PDDPDD Holdings Inc. | added | 5 | +1.79 pp | Appaloosa +1.65 pp |
S SLBSLB Limited | added | 5 | -0.10 pp | Torray +0.35 pp |
S SCHWThe Charles Schwab Corporation | added | 5 | +0.60 pp | Oakmark +0.40 pp |
S SBUXStarbucks Corp | added | 5 | +2.43 pp | Giverny +1.35 pp |
T TXNTexas Instruments Incorporated | added | 5 | +0.27 pp | Matrix +0.23 pp |
T TMOThermo Fisher Scientific, Inc. | added | 5 | +4.53 pp | AKO +2.55 pp |
A AONAon plc Class A | added | 5 | +0.82 pp | Weitz +0.45 pp |
| MMSFTMicrosoft Corp | trimmed | 34 | -7.76 pp | Appaloosa -2.50 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 26 | -3.88 pp | Appaloosa -3.42 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 24 | -6.45 pp | Egerton -1.63 pp |
| AAMZNAmazon.Com Inc | trimmed | 21 | +3.30 pp | D1 -1.15 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 18 | -2.80 pp | Kensico -1.40 pp |
| VVVISA Inc. | trimmed | 16 | -6.92 pp | Egerton -2.97 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 15 | -2.74 pp | Check -2.61 pp |
J JPMJPMorgan Chase & Co. | trimmed | 15 | -2.19 pp | Greenberg -1.28 pp |
| TTSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 14 | +3.73 pp | Baron -0.21 pp |
W WFCWells Fargo & Co. | trimmed | 14 | +4.93 pp | Davis -0.52 pp |
F FISVFiserv, Inc. | trimmed | 12 | +1.90 pp | Southeastern -0.70 pp |
| AAAPLApple Inc. | trimmed | 11 | -10.32 pp | Berkshire -8.73 pp |
D DISThe Walt Disney Company | trimmed | 11 | +3.57 pp | Semper -0.85 pp |
| MMAMastercard Incorporated | trimmed | 11 | -1.08 pp | Lone Pine -1.47 pp |
B BKNGBooking Holdings Inc. | trimmed | 10 | -5.43 pp | Lone Pine -1.69 pp |
M MRKMerck & Co., Inc. | trimmed | 10 | +1.54 pp | Torray -0.01 pp |
N NVDANvidia Corp | trimmed | 10 | -0.29 pp | Duquesne -5.56 pp |
| TTMOThermo Fisher Scientific, Inc. | trimmed | 10 | -3.26 pp | TCI -2.42 pp |
U UBERUber Technologies, Inc. | trimmed | 10 | -6.23 pp | Appaloosa -4.97 pp |
| BBACBank of America Corporation | trimmed | 9 | +0.72 pp | Oakmark -0.12 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 9 | -0.90 pp | Baillie -0.38 pp |
A AXPAmerican Express Company | trimmed | 8 | +0.03 pp | Oakmark -0.15 pp |
C COFCapital One Financial | trimmed | 8 | -0.92 pp | Oakmark -0.41 pp |
D DHRDanaher Corporation | trimmed | 8 | -2.27 pp | Viking -0.76 pp |
E EFXEquifax, Incorporated | trimmed | 8 | -1.04 pp | Kensico -1.12 pp |
G GEGE Aerospace | trimmed | 8 | -3.35 pp | Vulcan -2.22 pp |
G GSGoldman Sachs Group Inc. | trimmed | 8 | -0.80 pp | Greenhaven -0.76 pp |
H HDHome Depot, Inc. | trimmed | 8 | -0.30 pp | Jensen -0.25 pp |
I INTUIntuit Inc | trimmed | 8 | -4.54 pp | ShawSpring -4.19 pp |
M MCOMoody's Corporation | trimmed | 8 | -1.43 pp | Jensen -0.72 pp |
N NFLXNetFlix Inc | trimmed | 8 | -1.49 pp | Coatue -2.14 pp |
P PEPPepsiCo, Inc. | trimmed | 8 | -2.52 pp | Jensen -2.06 pp |
C CRMSalesforce, Inc. | trimmed | 8 | -2.33 pp | Vulcan -2.49 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 8 | -1.91 pp | Sequoia -1.11 pp |
W WDAYWorkday, Inc. Class A | trimmed | 8 | -4.38 pp | Whale Rock -1.98 pp |
A ACNAccenture PLC | trimmed | 8 | -4.08 pp | AKO -3.48 pp |
A AMDAdvanced Micro Devices | trimmed | 7 | -5.62 pp | Coatue -2.92 pp |
B BNYBank of New York Mellon Corporation | trimmed | 7 | -0.18 pp | Davis -0.39 pp |
C CBRECbre Group, Inc. | trimmed | 7 | -3.76 pp | ValueAct -3.35 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 7 | -0.36 pp | Oakmark -0.11 pp |
F FDXFedEx Corporation | trimmed | 7 | +0.44 pp | Appaloosa -0.31 pp |
L LLYEli Lilly & Co. | trimmed | 7 | -2.90 pp | Duquesne -6.26 pp |
O ORCLOracle Corp | trimmed | 7 | -0.78 pp | First Eagle -0.62 pp |
P PGProcter & Gamble Company | trimmed | 7 | +0.52 pp | Dodge & Cox 0.00 pp |
P PGRProgressive Corporation | trimmed | 7 | -0.57 pp | Viking -1.08 pp |
| AADBEAdobe Inc. | trimmed | 6 | -4.21 pp | Polen -2.67 pp |
| EELVElevance Health, Inc. | trimmed | 6 | -3.15 pp | Greenberg -1.91 pp |
C CVXChevron Corporation | trimmed | 6 | +0.49 pp | Kahn -0.02 pp |
X XOMExxon Mobil Corp | trimmed | 6 | +0.01 pp | Yacktman -0.01 pp |
I IBNICICI Bank Limited | trimmed | 6 | -2.09 pp | Egerton -1.63 pp |
I ISRGIntuitive Surgical Inc. | trimmed | 6 | +0.29 pp | Soros -0.03 pp |
J JNJJohnson & Johnson | trimmed | 6 | -0.87 pp | Tweedy -0.26 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 6 | -2.71 pp | Polen -3.07 pp |
N NOWServicenow, Inc. | trimmed | 6 | -2.08 pp | Polen -1.78 pp |
U USBU.S. Bancorp | trimmed | 6 | -0.69 pp | Daily Jrnl -0.26 pp |
W WTWWillis Towers Watson Public Limited Company | trimmed | 6 | +0.22 pp | Brandes -0.20 pp |
A ABTAbbott Laboratories | trimmed | 5 | -0.42 pp | PRIMECAP -0.17 pp |
A ABBVAbbvie Inc. | trimmed | 5 | -0.70 pp | Causeway -0.57 pp |
A ADIAnalog Devices, Inc. | trimmed | 5 | -0.88 pp | FPA -0.45 pp |
A ADSKAutodesk Inc | trimmed | 5 | -0.10 pp | Cantillon -0.04 pp |
A ADPAutomatic Data Processing | trimmed | 5 | +0.22 pp | Fundsmith -0.04 pp |