Q3 2025 season
Filings
| CantillonWilliam von Mueffling | Feb 17 | $18.2B | 381 amend. | 1 | 1 |
| DavisChris Davis | Dec 29 | $19.2B | 1071 amend. | 3 | 3 |
| GivernyFrançois Rochon | Nov 17 | $3.0B | 522 amend. | 1 | 4 |
| Abrams BisonGavin Abrams | Nov 14 | $1.3B | 9 | 1 | 0 |
| AltimeterBrad Gerstner | Nov 14 | $7.6B | 23 | 8 | 3 |
| ArielJohn Rogers | Nov 14 | $9.4B | 107 | 8 | 5 |
| AtlanticAlex Roepers | Nov 14 | $174M | 11 | 5 | 5 |
| AtreidesGavin Baker | Nov 14 | $3.8B | 56 | 13 | 5 |
| BaronRon Baron | Nov 14 | $37.7B | 330 | 37 | 13 |
| BerkshireGreg Abel | Nov 14 | $267.3B | 41 | 1 | 1 |
| CASClifford Sosin | Nov 14 | $2.2B | 5 | 1 | 0 |
| CenturyArnold Van Den Berg | Nov 14 | $399M | 106 | 7 | 11 |
| ChouFrancis Chou | Nov 14 | $208M | 30 | 0 | 0 |
| CoatuePhilippe Laffont | Nov 14 | $40.8B | 74 | 10 | 6 |
| CoopermanLeon Cooperman | Nov 14 | $3.2B | 41 | 2 | 1 |
| D1Daniel Sundheim | Nov 14 | $8.7B | 38 | 13 | 8 |
| DorseyPat Dorsey | Nov 14 | $1.1B | 9 | 1 | 2 |
| DuquesneStanley Druckenmiller | Nov 14 | $3.9B | 62 | 29 | 32 |
| DurableHenry Ellenbogen | Nov 14 | $13.5B | 48 | 10 | 6 |
| EngagedGlenn Welling | Nov 14 | $408M | 9 | 2 | 0 |
Shared moves
| FIGFigma, Inc. | +3.01 pp | Durable+2.06 pp | |
| SNPSSynopsys Inc | +6.98 pp | Coatue+2.19 pp | |
| STUBStubHub Holdings, Inc. | +2.60 pp | Duquesne+1.82 pp | |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | +1.97 pp | Hillman+1.64 pp | |
| GOOGLAlphabet Inc. Class A | +13.39 pp | Jericho+6.79 pp | |
| INTUIntuit Inc | +7.25 pp | Jericho+2.78 pp | |
| NTSKNetskope, Inc. Class A | +0.53 pp | Baron+0.14 pp |
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 15+34.81 pp | 32-40.54 pp | -5.73 pp |
| MSFTMicrosoft Corp | 10+12.02 pp | 25-30.49 pp | -18.47 pp |
| METAMeta Platforms, Inc. Class A | 12+10.30 pp | 21-34.14 pp | -23.84 pp |
| AMZNAmazon.Com Inc | 13+24.79 pp | 19-19.65 pp | +5.14 pp |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 10+3.56 pp | 11-6.32 pp | -2.76 pp |
| DISThe Walt Disney Company | 10+7.40 pp | 9-5.74 pp | +1.66 pp |
| NVDANvidia Corp | 9+8.40 pp | 10-7.41 pp | +0.99 pp |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 10+6.92 pp | 8-28.29 pp | -21.37 pp |
| VVISA Inc. | 7+9.15 pp | 11-6.38 pp | +2.77 pp |
| INTUIntuit Inc | 6+8.07 pp | 10-14.94 pp | -6.87 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 4.7% | 37.6% | |
| MSFTMicrosoft Corp | 3.3% | 24.3% | |
| METAMeta Platforms, Inc. Class A | 3.6% | 18.8% | |
| AMZNAmazon.Com Inc | 4.5% | 30.3% | |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 1.3% | 9.7% | |
| VVISA Inc. | 3.0% | 18.2% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 5.2% | 35.6% | |
| NVDANvidia Corp | 2.7% | 18.8% | |
| AAPLApple Inc. | 0.3% | 60.4% | |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 0.5% | 7.5% |
Across the managers
| FIGFigma, Inc. | 2.1% | |
| STUBStubHub Holdings, Inc. | 1.8% | |
| NTSKNetskope, Inc. Class A | 0.1% | |
| GLIBALiberty Capital Corporation Series A GCI Group | 0.1% | |
| GLIBKLiberty Capital Corporation Series C GCI Group | 1.6% | |
| VIAVia Transportation, Inc. | 0.1% | |
| KLARKlarna Group plc | 0.1% | |
| AMBQAmbiq Micro, Inc. | 0.5% | |
| FIGRFigure Technology Solutions, Inc. Class A | 2.0% | |
| GEMIGemini Space Station, Inc. Class A | 0.5% |
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 49 quarters up to the prior season.