| Stock | Move | Managers | Total | Largest |
|---|
F FIGFigma, Inc. | new | 7 | +3.01 pp | Durable +2.06 pp |
S SNPSSynopsys Inc | new | 7 | +6.98 pp | Coatue +2.19 pp |
S STUBStubHub Holdings, Inc. | new | 6 | +2.60 pp | Duquesne +1.82 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | new | 6 | +1.97 pp | Hillman +1.64 pp |
G GOOGLAlphabet Inc. Class A | new | 5 | +13.39 pp | Jericho +6.79 pp |
I INTUIntuit Inc | new | 5 | +7.25 pp | Jericho +2.78 pp |
N NTSKNetskope, Inc. Class A | new | 5 | +0.53 pp | Baron +0.14 pp |
A AMZNAmazon.Com Inc | added | 14 | +19.98 pp | Soros +8.90 pp |
M MSFTMicrosoft Corp | added | 14 | +6.90 pp | Third Point +4.20 pp |
M METAMeta Platforms, Inc. Class A | added | 11 | +3.65 pp | Jensen +1.88 pp |
N NVDANvidia Corp | added | 11 | +7.07 pp | Polen +3.80 pp |
| GGOOGLAlphabet Inc. Class A | added | 10 | +15.01 pp | Lindsell +4.90 pp |
D DISThe Walt Disney Company | added | 10 | -1.38 pp | Viking +1.01 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 10 | +3.42 pp | Altimeter +1.11 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 10 | +5.02 pp | Patient +2.43 pp |
V VVISA Inc. | added | 9 | +8.46 pp | TCI +4.83 pp |
E ELVElevance Health, Inc. | added | 8 | +7.64 pp | Greenberg +3.87 pp |
F FISVFiserv, Inc. | added | 8 | -3.47 pp | Matrix +0.77 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 7 | +3.02 pp | H&H +3.54 pp |
D DHRDanaher Corporation | added | 7 | +2.75 pp | D1 +1.62 pp |
C CRMSalesforce, Inc. | added | 7 | +2.15 pp | Vulcan +1.44 pp |
S SCHWThe Charles Schwab Corporation | added | 7 | -0.02 pp | Giverny +0.20 pp |
A AAPLApple Inc. | added | 6 | +4.13 pp | Soros +1.91 pp |
B BACBank of America Corporation | added | 6 | +0.88 pp | Duquesne +0.89 pp |
C CIThe Cigna Group | added | 6 | +0.38 pp | Century +0.48 pp |
K KMXCarMax Inc. | added | 6 | -3.08 pp | Vulcan +0.63 pp |
C CMCSAComcast Corp | added | 6 | -2.59 pp | Oakmark -0.13 pp |
I IFFInternational Flavors & Fragrances Inc. | added | 6 | -0.49 pp | Brandes +0.37 pp |
P PMPhilip Morris International Inc. | added | 6 | +1.22 pp | Lone Pine +1.81 pp |
T TSNTyson Foods, Inc. | added | 6 | +0.79 pp | Matrix +0.70 pp |
A ADBEAdobe Inc. | added | 5 | +0.30 pp | Dodge & Cox +0.30 pp |
A ABNBAirbnb, Inc. Class A | added | 5 | +0.70 pp | PAR +0.78 pp |
G GOOGAlphabet Inc. Class C | added | 5 | +5.92 pp | Kahn +4.85 pp |
A AMATApplied Materials Inc | added | 5 | +4.23 pp | Abrams Bison +2.27 pp |
C CVXChevron Corporation | added | 5 | +0.14 pp | Torray +0.13 pp |
E EFXEquifax, Incorporated | added | 5 | +0.76 pp | AKO +0.44 pp |
X XOMExxon Mobil Corp | added | 5 | -0.08 pp | Mairs +0.03 pp |
F FDXFedEx Corporation | added | 5 | +0.22 pp | Dodge & Cox +0.21 pp |
H HDBHDFC Bank Limited | added | 5 | -0.09 pp | Baron 0.00 pp |
P PFEPfizer Inc. | added | 5 | +0.50 pp | Torray +0.31 pp |
Z ZBHZimmer Biomet Holdings, Inc. | added | 5 | +0.39 pp | Oakmark +0.20 pp |
F FLUTFlutter Entertainment plc | added | 5 | +0.71 pp | Durable +1.62 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 28 | +11.19 pp | Baupost -1.86 pp |
| MMSFTMicrosoft Corp | trimmed | 27 | -23.32 pp | Gates Trust -14.26 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 24 | -34.18 pp | Tiger Global -9.92 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 21 | +7.36 pp | AltaRock -1.83 pp |
| AAMZNAmazon.Com Inc | trimmed | 18 | -13.92 pp | Lone Pine -3.51 pp |
C COFCapital One Financial | trimmed | 16 | -12.20 pp | Greenberg -4.18 pp |
| TTSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 15 | -0.24 pp | Maverick -2.31 pp |
| AAAPLApple Inc. | trimmed | 14 | +0.77 pp | H&H -2.05 pp |
| BBACBank of America Corporation | trimmed | 14 | -5.01 pp | Viking -2.73 pp |
J JPMJPMorgan Chase & Co. | trimmed | 14 | -1.04 pp | Torray -0.59 pp |
| VVVISA Inc. | trimmed | 14 | -4.57 pp | Kensico -1.48 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 13 | +4.06 pp | Torray -0.95 pp |
M MAMastercard Incorporated | trimmed | 12 | -1.05 pp | Atreides -0.34 pp |
| NNVDANvidia Corp | trimmed | 12 | -2.32 pp | Maverick -1.83 pp |
W WFCWells Fargo & Co. | trimmed | 12 | -2.34 pp | FPA -0.85 pp |
C CCitigroup Inc. | trimmed | 11 | -20.61 pp | Greenhaven -20.35 pp |
| DDISThe Walt Disney Company | trimmed | 11 | -5.74 pp | ValueAct -2.79 pp |
O ORCLOracle Corp | trimmed | 11 | -1.25 pp | Weitz -0.93 pp |
U UBERUber Technologies, Inc. | trimmed | 11 | -4.87 pp | Jericho -2.04 pp |
A AXPAmerican Express Company | trimmed | 9 | -0.43 pp | First Eagle -0.19 pp |
B BNYBank of New York Mellon Corporation | trimmed | 9 | -1.37 pp | Brandes -0.87 pp |
C CVSCvs Health Corporation | trimmed | 9 | +0.30 pp | Patient -0.13 pp |
G GSGoldman Sachs Group Inc. | trimmed | 9 | -0.82 pp | Dodge & Cox -0.36 pp |
| IINTUIntuit Inc | trimmed | 9 | -9.61 pp | Durable -2.46 pp |
S SESea Limited | trimmed | 9 | -2.33 pp | Kensico -1.32 pp |
A AVGOBroadcom Inc. | trimmed | 8 | -2.51 pp | Torray -1.73 pp |
C CSGPCoStar Group Inc | trimmed | 8 | -2.52 pp | ShawSpring -2.52 pp |
N NFLXNetFlix Inc | trimmed | 8 | -8.76 pp | Jericho -4.01 pp |
P PEPPepsiCo, Inc. | trimmed | 8 | -0.09 pp | Matrix -0.38 pp |
T TXNTexas Instruments Incorporated | trimmed | 8 | -2.41 pp | Torray -1.12 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 8 | -10.78 pp | Appaloosa -10.90 pp |
N NUNu Holdings Ltd. | trimmed | 8 | -4.18 pp | D1 -2.73 pp |
B BABAAlibaba Group Holding Limited | trimmed | 7 | +5.38 pp | H&H -0.30 pp |
A ADIAnalog Devices, Inc. | trimmed | 7 | -0.44 pp | Causeway -0.36 pp |
C CBRECbre Group, Inc. | trimmed | 7 | -1.10 pp | ValueAct -0.85 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 7 | -0.39 pp | Matrix -0.28 pp |
| XXOMExxon Mobil Corp | trimmed | 7 | -0.96 pp | Century -0.64 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 7 | -0.72 pp | Sequoia -0.33 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 7 | -0.61 pp | Polen -2.55 pp |
C CRHCRH Public Limited Company | trimmed | 7 | +0.09 pp | Soros -0.96 pp |
| FFLUTFlutter Entertainment plc | trimmed | 7 | -4.97 pp | Duquesne -2.22 pp |
M MDTMedtronic plc | trimmed | 7 | -0.69 pp | Pzena -0.69 pp |
A AMTAmerican Tower Corporation | trimmed | 6 | -1.73 pp | Akre -1.13 pp |
B BKNGBooking Holdings Inc. | trimmed | 6 | -4.62 pp | PAR -1.57 pp |
C CVNACarvana Co. | trimmed | 6 | -1.02 pp | PAR -1.18 pp |
| DDHRDanaher Corporation | trimmed | 6 | -4.22 pp | Akre -1.70 pp |
D DEDeere & Company | trimmed | 6 | -0.35 pp | Oakmark -0.23 pp |
D DALDelta Air Lines, Inc. | trimmed | 6 | +0.11 pp | Appaloosa -0.06 pp |
F FICOFair Isaac Corporation | trimmed | 6 | -2.46 pp | Lindsell -1.43 pp |
I IDXXIdexx Laboratories Inc | trimmed | 6 | +2.69 pp | Jensen -0.03 pp |
K KKRKKR & Co. Inc. | trimmed | 6 | -2.87 pp | Lone Pine -1.17 pp |
L LYVLive Nation Entertainment Inc. | trimmed | 6 | -1.88 pp | Third Point -1.30 pp |
M MELIMercado Libre, Inc | trimmed | 6 | -3.50 pp | Baillie -1.10 pp |
M MCOMoody's Corporation | trimmed | 6 | -2.04 pp | Akre -1.26 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 6 | -2.48 pp | Sound Shore -1.14 pp |
T TSLATesla, Inc. | trimmed | 6 | +3.21 pp | Atreides -0.45 pp |
| ZZBHZimmer Biomet Holdings, Inc. | trimmed | 6 | +0.21 pp | Matrix -0.07 pp |
T TELTE Connectivity plc | trimmed | 6 | -0.13 pp | Matrix -0.36 pp |