| Stock | Move | Managers | Total | Largest |
|---|
L LINELineage, Inc. | new | 7 | +3.52 pp | D1 +1.59 pp |
T TELTE Connectivity plc | new | 6 | +10.93 pp | FPA +5.85 pp |
A AMZNAmazon.Com Inc | added | 17 | +9.45 pp | AltaRock +3.40 pp |
M MSFTMicrosoft Corp | added | 15 | +2.18 pp | Triple Frond +2.05 pp |
G GOOGAlphabet Inc. Class C | added | 11 | +2.42 pp | Triple Frond +2.64 pp |
A AAPLApple Inc. | added | 11 | +2.57 pp | Atreides +1.09 pp |
D DISThe Walt Disney Company | added | 10 | +4.35 pp | Kahn +3.03 pp |
B BABAAlibaba Group Holding Limited | added | 9 | +9.46 pp | Scion +4.29 pp |
P PDDPDD Holdings Inc. | added | 8 | +9.88 pp | Appaloosa +6.44 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 8 | +3.58 pp | Kensico +2.21 pp |
A ADBEAdobe Inc. | added | 7 | +0.88 pp | Polen +0.72 pp |
G GOOGLAlphabet Inc. Class A | added | 7 | -1.52 pp | Coatue +0.31 pp |
M METAMeta Platforms, Inc. Class A | added | 7 | +3.41 pp | Lone Pine +2.38 pp |
N NVDANvidia Corp | added | 7 | -0.94 pp | Maverick +0.81 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 7 | +0.63 pp | Maverick +0.48 pp |
W WCCWesco International Inc. | added | 7 | +6.75 pp | Atlantic +3.95 pp |
A AVGOBroadcom Inc. | added | 6 | +2.46 pp | Whale Rock +1.29 pp |
C CVSCvs Health Corporation | added | 6 | +0.18 pp | Oakmark +0.13 pp |
J JDJD.com, Inc. | added | 6 | +18.53 pp | Scion +11.77 pp |
N NKENike, Inc. | added | 6 | +9.80 pp | Pershing +8.94 pp |
P PYPLPayPal Holdings, Inc. | added | 6 | +2.23 pp | Coatue +1.02 pp |
C CRMSalesforce, Inc. | added | 6 | -1.73 pp | Altimeter +0.47 pp |
S SCHWThe Charles Schwab Corporation | added | 6 | -1.29 pp | Oakmark +0.15 pp |
U UBERUber Technologies, Inc. | added | 6 | +1.41 pp | Egerton +1.25 pp |
V VVISA Inc. | added | 6 | +9.35 pp | Triple Frond +7.59 pp |
C CVXChevron Corporation | added | 5 | -0.25 pp | Ariel 0.00 pp |
F FISVFiserv, Inc. | added | 5 | +2.44 pp | Kensico +0.90 pp |
I ITUBItau Unibanco Holding S.A. | added | 5 | +0.43 pp | Oaktree +0.40 pp |
J JPMJPMorgan Chase & Co. | added | 5 | +0.55 pp | Viking +0.50 pp |
M MAMastercard Incorporated | added | 5 | +4.94 pp | AltaRock +3.61 pp |
M MELIMercado Libre, Inc | added | 5 | +3.14 pp | Duquesne +1.33 pp |
S SBUXStarbucks Corp | added | 5 | +3.09 pp | Maverick +1.54 pp |
T TSNTyson Foods, Inc. | added | 5 | -0.01 pp | Matrix +0.09 pp |
C CRHCRH Public Limited Company | added | 5 | +4.33 pp | Third Point +2.00 pp |
M MDTMedtronic plc | added | 5 | +0.83 pp | Matrix +0.48 pp |
| MMSFTMicrosoft Corp | trimmed | 28 | -40.63 pp | Greenlea -5.74 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 24 | -10.63 pp | RV Capital -4.55 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 23 | -18.69 pp | Yacktman -2.43 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 23 | -23.40 pp | AltaRock -4.11 pp |
| AAMZNAmazon.Com Inc | trimmed | 18 | -21.95 pp | Greenlea -4.35 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | trimmed | 16 | +2.84 pp | Sound Shore -0.81 pp |
| VVVISA Inc. | trimmed | 15 | -7.61 pp | AltaRock -3.55 pp |
B BACBank of America Corporation | trimmed | 13 | -5.58 pp | Berkshire -2.79 pp |
| TTSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 13 | -6.93 pp | Lone Pine -3.00 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 13 | +0.62 pp | Jensen -0.48 pp |
| AAAPLApple Inc. | trimmed | 11 | -16.04 pp | H&H -6.62 pp |
B BKNGBooking Holdings Inc. | trimmed | 10 | -3.68 pp | Egerton -1.71 pp |
K KMXCarMax Inc. | trimmed | 10 | -2.53 pp | Sequoia -2.13 pp |
I INTUIntuit Inc | trimmed | 10 | -7.32 pp | ShawSpring -3.48 pp |
| MMAMastercard Incorporated | trimmed | 10 | +2.23 pp | Atreides -0.38 pp |
O ORCLOracle Corp | trimmed | 10 | -1.01 pp | Sound Shore -0.82 pp |
W WFCWells Fargo & Co. | trimmed | 10 | -2.91 pp | Davis -0.78 pp |
G GSGoldman Sachs Group Inc. | trimmed | 9 | -1.00 pp | Greenhaven -0.29 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 9 | -2.47 pp | Patient -1.38 pp |
| NNVDANvidia Corp | trimmed | 9 | -7.87 pp | Whale Rock -2.64 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 9 | -0.23 pp | AKO -0.57 pp |
| AADBEAdobe Inc. | trimmed | 8 | -3.70 pp | Appaloosa -1.70 pp |
C CMCSAComcast Corp | trimmed | 8 | +0.61 pp | First Eagle -0.08 pp |
| DDISThe Walt Disney Company | trimmed | 8 | -0.17 pp | First Eagle -0.11 pp |
| FFISVFiserv, Inc. | trimmed | 8 | +0.43 pp | Causeway -0.46 pp |
M MCOMoody's Corporation | trimmed | 8 | -2.97 pp | Akre -2.35 pp |
N NFLXNetFlix Inc | trimmed | 8 | -2.62 pp | Viking -1.89 pp |
P PMPhilip Morris International Inc. | trimmed | 8 | -3.15 pp | D1 -2.69 pp |
T TXNTexas Instruments Incorporated | trimmed | 8 | -0.19 pp | Jensen -0.25 pp |
A AXPAmerican Express Company | trimmed | 7 | -0.02 pp | Oakmark -0.21 pp |
B BNYBank of New York Mellon Corporation | trimmed | 7 | +0.48 pp | Davis -0.43 pp |
C CBRECbre Group, Inc. | trimmed | 7 | +1.48 pp | Viking -0.53 pp |
C COFCapital One Financial | trimmed | 7 | +0.61 pp | Ariel -0.17 pp |
C CHTRCharter Comm Inc Del CL A New | trimmed | 7 | -11.00 pp | Triple Frond -10.66 pp |
C COPConocoPhillips | trimmed | 7 | -0.82 pp | Oakmark -0.36 pp |
D DHRDanaher Corporation | trimmed | 7 | +1.33 pp | Dorsey -0.20 pp |
F FDXFedEx Corporation | trimmed | 7 | -4.03 pp | Appaloosa -1.15 pp |
G GEGE Aerospace | trimmed | 7 | +0.29 pp | Egerton -0.09 pp |
H HDBHDFC Bank Limited | trimmed | 7 | -1.67 pp | D1 -1.39 pp |
P PEPPepsiCo, Inc. | trimmed | 7 | -0.31 pp | Lindsell -0.20 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 7 | -2.65 pp | Sequoia -1.39 pp |
| UUBERUber Technologies, Inc. | trimmed | 7 | -0.60 pp | Coatue -0.33 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 6 | +4.96 pp | Pzena 0.00 pp |
A AMTAmerican Tower Corporation | trimmed | 6 | +1.30 pp | Baron -0.18 pp |
E ELVElevance Health, Inc. | trimmed | 6 | -1.22 pp | Sequoia -0.48 pp |
B BMYBristol-Myers Squibb Co. | trimmed | 6 | +2.24 pp | Ariel -0.10 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 6 | +0.20 pp | Baillie 0.00 pp |
C CPNGCoupang, Inc. | trimmed | 6 | -6.74 pp | Maverick -6.85 pp |
E EFXEquifax, Incorporated | trimmed | 6 | -0.04 pp | AKO -0.21 pp |
F FICOFair Isaac Corporation | trimmed | 6 | -1.06 pp | Lindsell -2.17 pp |
F FISFidelity National Information Services, Inc. | trimmed | 6 | -4.83 pp | Baupost -5.17 pp |
G GEVGE Vernova Inc. | trimmed | 6 | -1.87 pp | Duquesne -1.55 pp |
H HDHome Depot, Inc. | trimmed | 6 | +0.22 pp | Maverick -0.08 pp |
L LYVLive Nation Entertainment Inc. | trimmed | 6 | -0.43 pp | D1 -1.73 pp |
M MRKMerck & Co., Inc. | trimmed | 6 | -0.99 pp | Kahn -0.97 pp |
| PPYPLPayPal Holdings, Inc. | trimmed | 6 | +4.97 pp | Dodge & Cox 0.00 pp |
P PFEPfizer Inc. | trimmed | 6 | +0.16 pp | Sound Shore -0.06 pp |
P PGProcter & Gamble Company | trimmed | 6 | +0.05 pp | Mairs -0.02 pp |
S SSNCSS&C Technologies Inc | trimmed | 6 | -0.19 pp | Durable -0.14 pp |
| CCRMSalesforce, Inc. | trimmed | 6 | -4.27 pp | Polen -4.30 pp |
T TSLATesla, Inc. | trimmed | 6 | +5.83 pp | Baillie +0.28 pp |
A ACNAccenture PLC | trimmed | 6 | +0.24 pp | Soros -1.11 pp |
A ADIAnalog Devices, Inc. | trimmed | 5 | -1.46 pp | Cantillon -1.34 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 5 | +1.77 pp | Davis -0.24 pp |
B BNBrookfield Corporation | trimmed | 5 | +2.46 pp | Greenlea -0.83 pp |