| Stock | Move | Managers | Total | Largest |
|---|
G GEVGE Vernova Inc. | new | 8 | +9.19 pp | Coatue +2.22 pp |
A AAPLApple Inc. | new | 7 | +17.77 pp | Chou +6.66 pp |
R RBRKRubrik, Inc. | new | 6 | +0.54 pp | Soros +0.14 pp |
S SOLVSolventum Corporation | new | 6 | +11.29 pp | Trian +6.91 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | new | 6 | +21.28 pp | Abrams Bison +9.29 pp |
F FLUTFlutter Entertainment plc | new | 6 | +6.15 pp | Duquesne +2.17 pp |
A APHAmphenol Corporation | new | 5 | +7.00 pp | Third Point +2.16 pp |
L LOARLoar Holdings Inc. | new | 5 | +40.54 pp | Abrams +40.13 pp |
M MSFTMicrosoft Corp | added | 11 | +10.95 pp | Maverick +3.59 pp |
A AMZNAmazon.Com Inc | added | 10 | +7.65 pp | Viking +2.26 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 10 | +4.12 pp | Gates Trust +5.14 pp |
| AAAPLApple Inc. | added | 9 | +4.54 pp | Viking +1.25 pp |
K KMXCarMax Inc. | added | 9 | -0.43 pp | Vulcan +1.32 pp |
M METAMeta Platforms, Inc. Class A | added | 9 | +7.21 pp | Kensico +2.85 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 9 | +8.20 pp | Coatue +2.19 pp |
U UBERUber Technologies, Inc. | added | 9 | +0.02 pp | Third Point +1.26 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 9 | +2.17 pp | Century +0.68 pp |
C CVSCvs Health Corporation | added | 8 | +0.77 pp | Pzena +1.17 pp |
A ADBEAdobe Inc. | added | 7 | +6.09 pp | Viking +3.80 pp |
B BABAAlibaba Group Holding Limited | added | 7 | +12.85 pp | Scion +12.52 pp |
G GOOGAlphabet Inc. Class C | added | 7 | +3.89 pp | Egerton +2.34 pp |
G GOOGLAlphabet Inc. Class A | added | 7 | +4.22 pp | TCI +2.22 pp |
B BKNGBooking Holdings Inc. | added | 7 | +6.40 pp | PAR +1.70 pp |
H HDBHDFC Bank Limited | added | 7 | +1.13 pp | Viking +0.92 pp |
C CHTRCharter Comm Inc Del CL A New | added | 6 | +7.75 pp | Triple Frond +6.74 pp |
C CSCOCisco Systems, Inc. (DE) | added | 6 | +0.27 pp | Matrix +0.24 pp |
C CMCSAComcast Corp | added | 6 | -0.80 pp | Weitz +0.05 pp |
F FISVFiserv, Inc. | added | 6 | -0.10 pp | Oakmark +0.03 pp |
S SBUXStarbucks Corp | added | 6 | +3.52 pp | Semper +1.26 pp |
C CAHCardinal Health, Inc. | added | 5 | +0.19 pp | Sound Shore +0.32 pp |
D DISThe Walt Disney Company | added | 5 | +3.87 pp | ValueAct +2.53 pp |
E EFXEquifax, Incorporated | added | 5 | +0.26 pp | Oakmark +0.78 pp |
X XOMExxon Mobil Corp | added | 5 | +6.68 pp | Century +6.57 pp |
H HDHome Depot, Inc. | added | 5 | -0.23 pp | Maverick +0.07 pp |
I ILMNIllumina Inc | added | 5 | +0.98 pp | Patient +0.66 pp |
J JPMJPMorgan Chase & Co. | added | 5 | +0.18 pp | Soros +0.07 pp |
M MCDMcDonald's Corporation | added | 5 | +0.41 pp | Jensen +0.44 pp |
C CRMSalesforce, Inc. | added | 5 | +7.79 pp | ValueAct +5.19 pp |
S SHOPShopify Inc. Class A subordinate voting shares | added | 5 | +3.50 pp | Polen +2.29 pp |
T TSNTyson Foods, Inc. | added | 5 | +1.01 pp | Matrix +0.64 pp |
V VVISA Inc. | added | 5 | +0.24 pp | Maverick +0.45 pp |
Z ZBHZimmer Biomet Holdings, Inc. | added | 5 | +0.02 pp | Causeway +0.21 pp |
A ACNAccenture PLC | added | 5 | +2.90 pp | AKO +2.63 pp |
| MMSFTMicrosoft Corp | trimmed | 32 | -9.20 pp | Duquesne -6.22 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 27 | -3.17 pp | Baupost -7.13 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 25 | +6.03 pp | Soros -3.66 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 24 | -11.69 pp | RV Capital -3.52 pp |
| AAMZNAmazon.Com Inc | trimmed | 20 | -2.78 pp | Whale Rock -3.08 pp |
B BACBank of America Corporation | trimmed | 14 | -0.27 pp | Oakmark -0.28 pp |
| TTSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 14 | +4.22 pp | First Eagle -0.33 pp |
| VVVISA Inc. | trimmed | 14 | -6.55 pp | Triple Frond -2.85 pp |
W WFCWells Fargo & Co. | trimmed | 14 | -4.74 pp | Davis -2.34 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 13 | -3.84 pp | H&H -2.58 pp |
| DDISThe Walt Disney Company | trimmed | 13 | -46.49 pp | Trian -42.92 pp |
N NVDANvidia Corp | trimmed | 13 | -0.26 pp | Appaloosa -4.59 pp |
O ORCLOracle Corp | trimmed | 12 | +0.85 pp | Oakmark -0.44 pp |
| AAAPLApple Inc. | trimmed | 11 | -4.37 pp | Berkshire -10.72 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 11 | -20.35 pp | Greenhaven -8.51 pp |
M MAMastercard Incorporated | trimmed | 11 | -7.08 pp | Akre -2.69 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 11 | -2.07 pp | Viking -1.65 pp |
| FFISVFiserv, Inc. | trimmed | 10 | -11.45 pp | ValueAct -8.23 pp |
A AXPAmerican Express Company | trimmed | 9 | -1.68 pp | Oakmark -1.10 pp |
E ELVElevance Health, Inc. | trimmed | 9 | -0.00 pp | D1 -1.48 pp |
F FDXFedEx Corporation | trimmed | 9 | +1.11 pp | Maverick -0.07 pp |
M MUMicron Technology, Inc. | trimmed | 9 | -9.51 pp | Fairfax -6.22 pp |
S SCHWThe Charles Schwab Corporation | trimmed | 9 | -0.01 pp | Sequoia -0.19 pp |
T TXNTexas Instruments Incorporated | trimmed | 9 | +1.67 pp | Oakmark +0.01 pp |
I INTUIntuit Inc | trimmed | 8 | +1.76 pp | Coatue -0.03 pp |
N NFLXNetFlix Inc | trimmed | 8 | -4.53 pp | Jericho -1.81 pp |
P PMPhilip Morris International Inc. | trimmed | 8 | +1.39 pp | Viking -0.19 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 7 | -0.24 pp | Causeway -0.31 pp |
A ADIAnalog Devices, Inc. | trimmed | 7 | +0.53 pp | Weitz -0.60 pp |
B BNYBank of New York Mellon Corporation | trimmed | 7 | -0.71 pp | Davis -0.73 pp |
C COFCapital One Financial | trimmed | 7 | -2.52 pp | Sequoia -0.73 pp |
| CCMCSAComcast Corp | trimmed | 7 | -0.64 pp | First Eagle -0.33 pp |
G GSGoldman Sachs Group Inc. | trimmed | 7 | -8.37 pp | Greenhaven -8.49 pp |
K KKRKKR & Co. Inc. | trimmed | 7 | -5.76 pp | Vulcan -3.50 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 7 | -2.51 pp | Dorsey -1.16 pp |
Q QCOMQualcomm Inc | trimmed | 7 | +0.10 pp | Torray -0.58 pp |
| CCRMSalesforce, Inc. | trimmed | 7 | -9.28 pp | Coatue -3.64 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 7 | -0.50 pp | Matrix -0.13 pp |
| AADBEAdobe Inc. | trimmed | 6 | +0.66 pp | Maverick -0.03 pp |
A AVGOBroadcom Inc. | trimmed | 6 | -1.43 pp | Muhlenkamp -2.05 pp |
D DEDeere & Company | trimmed | 6 | -0.07 pp | First Eagle -0.04 pp |
F FISFidelity National Information Services, Inc. | trimmed | 6 | -3.70 pp | Baupost -4.17 pp |
I ISRGIntuitive Surgical Inc. | trimmed | 6 | -0.85 pp | Viking -0.57 pp |
J JNJJohnson & Johnson | trimmed | 6 | -1.27 pp | Tweedy -0.82 pp |
L LLYEli Lilly & Co. | trimmed | 6 | +1.03 pp | Coatue -0.01 pp |
M MRKMerck & Co., Inc. | trimmed | 6 | -0.36 pp | Sound Shore -0.67 pp |
M MCOMoody's Corporation | trimmed | 6 | +0.49 pp | Triple Frond -0.37 pp |
P PEPPepsiCo, Inc. | trimmed | 6 | -0.83 pp | Jensen -0.45 pp |
P PFEPfizer Inc. | trimmed | 6 | +0.98 pp | Pzena -0.02 pp |
P PGProcter & Gamble Company | trimmed | 6 | -0.01 pp | Jensen -0.21 pp |
R RTXRTX Corporation | trimmed | 6 | -0.46 pp | Southeastern -0.62 pp |
T TMUST-Mobile US, Inc. | trimmed | 6 | -0.97 pp | Viking -0.97 pp |
| U—Unilever Spn.Adr 1:1 | trimmed | 6 | -0.24 pp | Brandes -0.26 pp |
V VZVerizon Communications | trimmed | 6 | -0.08 pp | Hillman -0.11 pp |
M MDTMedtronic plc | trimmed | 6 | -0.49 pp | Mairs -0.28 pp |
A ABTAbbott Laboratories | trimmed | 5 | -0.74 pp | Mairs -0.28 pp |
A AMATApplied Materials Inc | trimmed | 5 | -3.20 pp | Abrams Bison -4.25 pp |