Shared moves
| Stock | Move | Managers | Total | Largest |
|---|---|---|---|---|
| AFRMAffirm Holdings, Inc. Class A | trimmed | 5 | -4.78 pp | Atreides -3.40 pp |
| APPApplovin Corporation Class A | trimmed | 5 | +6.43 pp | Viking -0.08 pp |
| AXONAxon Enterprise, Inc. | trimmed | 5 | -0.55 pp | Atreides -0.52 pp |
| BSXBoston Scientific Corp. | trimmed | 5 | -0.76 pp | PRIMECAP -0.47 pp |
| BMYBristol-Myers Squibb Co. | trimmed | 5 | -2.92 pp | Kahn -2.81 pp |
| BNBrookfield Corporation | trimmed | 5 | +2.60 pp | Century -0.17 pp |
| CMECME Group Inc. | trimmed | 5 | -1.37 pp | Egerton -0.93 pp |
| CPCanadian Pacific Kansas City Limited | trimmed | 5 | -8.71 pp | Causeway -5.11 pp |
| CASYCasey's General Stores Inc | trimmed | 5 | +0.01 pp | First Eagle 0.00 pp |
| CATCaterpillar Inc. | trimmed | 5 | +2.37 pp | Dodge & Cox 0.00 pp |
| KOCoca-Cola Company | trimmed | 5 | -0.19 pp | Yacktman -0.16 pp |
| CMCSAComcast Corp | trimmed | 5 | -0.49 pp | Hillman -0.23 pp |
| CPNGCoupang, Inc. | trimmed | 5 | -1.97 pp | Whale Rock -1.19 pp |
| DASHDoorDash, Inc. Class A | trimmed | 5 | +0.15 pp | Maverick -0.03 pp |
| FERGFerguson Enterprises Inc. | trimmed | 5 | -1.66 pp | FPA -1.08 pp |
| GNRCGenerac Holdings Inc | trimmed | 5 | -0.29 pp | Ariel -0.30 pp |
| GSKGSK plc | trimmed | 5 | -2.47 pp | Kahn -2.97 pp |
| HDBHDFC Bank Limited | trimmed | 5 | -0.26 pp | Polen -0.06 pp |
| HDHome Depot, Inc. | trimmed | 5 | -0.63 pp | Jensen -0.65 pp |
| ILMNIllumina Inc | trimmed | 5 | -0.48 pp | Patient -0.30 pp |
| ICEIntercontinental Exchange Inc. | trimmed | 5 | -2.11 pp | Sequoia -1.05 pp |
| JNJJohnson & Johnson | trimmed | 5 | +0.43 pp | Jensen -0.68 pp |
| LLYEli Lilly & Co. | trimmed | 5 | -1.62 pp | PRIMECAP -1.20 pp |
| MRKMerck & Co., Inc. | trimmed | 5 | -0.95 pp | Kahn -0.95 pp |
| NKENike, Inc. | trimmed | 5 | -0.58 pp | Hillman -0.51 pp |
| NVSNovartis AG | trimmed | 5 | -0.19 pp | Kahn -0.10 pp |
| PMPhilip Morris International Inc. | trimmed | 5 | -5.12 pp | D1 -1.72 pp |
| PDDPDD Holdings Inc. | trimmed | 5 | +1.05 pp | H&H -0.14 pp |
| PGProcter & Gamble Company | trimmed | 5 | +0.14 pp | Yacktman -0.21 pp |
| RBLXRoblox Corporation | trimmed | 5 | +0.14 pp | ARK -0.84 pp |
| SNOWSnowflake Inc. | trimmed | 5 | -3.73 pp | Altimeter -1.90 pp |
| UNPUnion Pacific Corp. | trimmed | 5 | -0.06 pp | Tweedy -0.03 pp |
| VZVerizon Communications | trimmed | 5 | -0.07 pp | Ariel -0.02 pp |
| WRBYWarby Parker Inc. | trimmed | 5 | +0.19 pp | Baillie -0.02 pp |
| ACNAccenture PLC | trimmed | 5 | -4.43 pp | Jensen -3.69 pp |
| ICLRIcon Plc | trimmed | 5 | +0.73 pp | Greenberg -0.01 pp |
| AKXAnsys Inc | exited | 5 | -7.11 pp | Jericho -3.33 pp |
| LLYEli Lilly & Co. | exited | 5 | -7.37 pp | Tiger Global -3.46 pp |
