| Stock | Move | Managers | Total | Largest |
|---|
A AMZNAmazon.Com Inc | new | 8 | +25.87 pp | Baupost +9.28 pp |
M MDLNMedline Inc. Class A | new | 7 | +9.19 pp | Lone Pine +3.62 pp |
Q QQnity Electronics, Inc. | new | 6 | +3.05 pp | Durable +2.16 pp |
U ULUnilever plc | new | 5 | +0.55 pp | Tweedy +0.29 pp |
M MICCThe Magnum Ice Cream Company N.V. | new | 5 | +1.85 pp | Southeastern +1.01 pp |
M MSFTMicrosoft Corp | added | 23 | +1.41 pp | H&H +1.39 pp |
| AAMZNAmazon.Com Inc | added | 18 | +15.53 pp | Egerton +5.39 pp |
N NVDANvidia Corp | added | 13 | +25.51 pp | H&H +6.96 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 13 | +10.14 pp | H&H +1.64 pp |
M METAMeta Platforms, Inc. Class A | added | 12 | +0.80 pp | Appaloosa +2.10 pp |
G GOOGLAlphabet Inc. Class A | added | 11 | +13.31 pp | Whale Rock +5.06 pp |
D DISThe Walt Disney Company | added | 11 | +2.20 pp | Giverny +1.06 pp |
G GOOGAlphabet Inc. Class C | added | 9 | +8.06 pp | Appaloosa +3.60 pp |
V VVISA Inc. | added | 9 | +4.71 pp | Egerton +3.89 pp |
M MELIMercado Libre, Inc | added | 8 | +5.45 pp | Durable +2.83 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 8 | -0.35 pp | Torray +0.12 pp |
A AAPLApple Inc. | added | 7 | +0.61 pp | Mairs +0.36 pp |
C CSGPCoStar Group Inc | added | 7 | -0.95 pp | ShawSpring +0.88 pp |
D DASHDoorDash, Inc. Class A | added | 7 | +5.59 pp | Durable +4.30 pp |
F FISVFiserv, Inc. | added | 7 | -1.68 pp | Baupost +0.38 pp |
S SPYState Street SPDR S&P 500 ETF Trust | added | 7 | +0.62 pp | Yacktman +0.27 pp |
S SCHWThe Charles Schwab Corporation | added | 7 | +0.05 pp | Maverick +0.23 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 6 | +2.39 pp | H&H +2.85 pp |
E EFXEquifax, Incorporated | added | 6 | -1.25 pp | Lindsell -0.01 pp |
F FERGFerguson Enterprises Inc. | added | 6 | +1.46 pp | Durable +1.48 pp |
G GEHCGE HealthCare Technologies Inc. | added | 6 | +1.71 pp | D1 +0.49 pp |
K KSPIJoint Stock Company Kaspi.kz American Depository Shares | added | 6 | +0.34 pp | Pzena +0.17 pp |
L LYVLive Nation Entertainment Inc. | added | 6 | +2.25 pp | Jericho +1.56 pp |
N NFLXNetFlix Inc | added | 6 | +2.14 pp | Jericho +1.65 pp |
R RKTRocket Companies, Inc. | added | 6 | +6.72 pp | ValueAct +2.55 pp |
U UBERUber Technologies, Inc. | added | 6 | -0.91 pp | PAR +0.27 pp |
U UNPUnion Pacific Corp. | added | 6 | +3.25 pp | Third Point +3.29 pp |
A AONAon plc Class A | added | 6 | +1.09 pp | Dodge & Cox +0.83 pp |
F FLUTFlutter Entertainment plc | added | 6 | -0.53 pp | Tiger Global +0.03 pp |
A ADBEAdobe Inc. | added | 5 | +0.61 pp | Cantillon +0.25 pp |
A APDAir Products & Chemicals, Inc. | added | 5 | +0.48 pp | Viking +0.54 pp |
C CIThe Cigna Group | added | 5 | +0.19 pp | Dodge & Cox +0.20 pp |
C CPCanadian Pacific Kansas City Limited | added | 5 | +2.46 pp | AKO +2.47 pp |
C COFCapital One Financial | added | 5 | +1.59 pp | Greenberg +0.97 pp |
C CMCSAComcast Corp | added | 5 | -0.42 pp | Kahn 0.00 pp |
E ENTGEntegris Inc | added | 5 | +0.66 pp | D1 +0.74 pp |
J JPMJPMorgan Chase & Co. | added | 5 | +0.04 pp | Kahn +0.04 pp |
P PNCPNC Financial Services Group | added | 5 | +0.04 pp | Matrix +0.03 pp |
P PMPhilip Morris International Inc. | added | 5 | +0.45 pp | Maverick +0.23 pp |
P PGProcter & Gamble Company | added | 5 | +0.03 pp | Mairs +0.03 pp |
C CRMSalesforce, Inc. | added | 5 | +0.77 pp | Oakmark +0.61 pp |
S SESea Limited | added | 5 | +2.88 pp | Duquesne +1.60 pp |
T TXNTexas Instruments Incorporated | added | 5 | +0.94 pp | Torray +0.63 pp |
T TMOThermo Fisher Scientific, Inc. | added | 5 | +0.95 pp | Cantillon +0.43 pp |
T TSNTyson Foods, Inc. | added | 5 | +1.00 pp | Davis +0.56 pp |
A ACNAccenture PLC | added | 5 | +1.53 pp | Pzena +0.78 pp |
C CRHCRH Public Limited Company | added | 5 | +1.54 pp | Third Point +1.37 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 28 | +3.39 pp | Pershing -6.35 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 25 | +5.67 pp | Dorsey -3.48 pp |
| MMSFTMicrosoft Corp | trimmed | 22 | -19.73 pp | AltaRock -4.58 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 20 | -13.98 pp | Dorsey -3.48 pp |
| AAMZNAmazon.Com Inc | trimmed | 19 | +0.57 pp | ValueAct -1.81 pp |
B BACBank of America Corporation | trimmed | 16 | -6.21 pp | D1 -2.63 pp |
| TTSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 15 | -4.77 pp | Sequoia -1.96 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 15 | -3.04 pp | Vulcan -1.05 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 14 | -6.77 pp | Gates Trust -2.32 pp |
| CCOFCapital One Financial | trimmed | 14 | -1.63 pp | Viking -2.18 pp |
| VVVISA Inc. | trimmed | 14 | +1.46 pp | Oakmark -0.08 pp |
A AVGOBroadcom Inc. | trimmed | 13 | -4.25 pp | Altimeter -3.07 pp |
| DDISThe Walt Disney Company | trimmed | 13 | -6.56 pp | ValueAct -3.50 pp |
M MAMastercard Incorporated | trimmed | 13 | +1.07 pp | Vulcan -0.18 pp |
A AXPAmerican Express Company | trimmed | 12 | -1.31 pp | Torray -1.31 pp |
| NNVDANvidia Corp | trimmed | 12 | -4.72 pp | Whale Rock -4.13 pp |
| AAAPLApple Inc. | trimmed | 11 | -9.33 pp | H&H -10.12 pp |
C CCitigroup Inc. | trimmed | 11 | -0.79 pp | Chou -0.93 pp |
I INTUIntuit Inc | trimmed | 11 | -12.18 pp | ShawSpring -5.28 pp |
W WFCWells Fargo & Co. | trimmed | 11 | -0.63 pp | PRIMECAP -0.37 pp |
A ADIAnalog Devices, Inc. | trimmed | 9 | -0.02 pp | Soros -0.22 pp |
B BNBrookfield Corporation | trimmed | 9 | -1.91 pp | Pershing -0.94 pp |
F FDXFedEx Corporation | trimmed | 9 | -1.47 pp | Check -2.95 pp |
M MCOMoody's Corporation | trimmed | 9 | -0.90 pp | Chou -0.97 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 9 | -2.98 pp | Sequoia -1.26 pp |
T TSLATesla, Inc. | trimmed | 9 | -3.30 pp | Greenlea -2.14 pp |
B BABAAlibaba Group Holding Limited | trimmed | 8 | -10.40 pp | Appaloosa -4.62 pp |
E ELVElevance Health, Inc. | trimmed | 8 | -3.93 pp | Greenberg -3.48 pp |
A APPApplovin Corporation Class A | trimmed | 8 | -7.56 pp | D1 -2.69 pp |
B BNYBank of New York Mellon Corporation | trimmed | 8 | -1.54 pp | Oakmark -0.59 pp |
C CVSCvs Health Corporation | trimmed | 8 | -0.58 pp | Dodge & Cox -0.30 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 8 | -0.02 pp | Matrix -0.07 pp |
D DHRDanaher Corporation | trimmed | 8 | +0.11 pp | Akre -1.56 pp |
X XOMExxon Mobil Corp | trimmed | 8 | -0.25 pp | Century -0.27 pp |
H HDBHDFC Bank Limited | trimmed | 8 | -0.08 pp | Southeastern -0.07 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 8 | -3.05 pp | Viking -2.51 pp |
J JNJJohnson & Johnson | trimmed | 8 | +0.26 pp | Mairs -0.12 pp |
P PEPPepsiCo, Inc. | trimmed | 8 | -0.92 pp | Lindsell -1.03 pp |
| TTMOThermo Fisher Scientific, Inc. | trimmed | 8 | +1.20 pp | Polen -0.17 pp |
B BKNGBooking Holdings Inc. | trimmed | 7 | -6.58 pp | PAR -2.11 pp |
C CVNACarvana Co. | trimmed | 7 | -0.62 pp | RV Capital -0.94 pp |
| CCMCSAComcast Corp | trimmed | 7 | -3.15 pp | FPA -1.58 pp |
F FICOFair Isaac Corporation | trimmed | 7 | +2.67 pp | Soros -0.01 pp |
G GSGoldman Sachs Group Inc. | trimmed | 7 | -0.37 pp | Pzena -0.29 pp |
O ORCLOracle Corp | trimmed | 7 | -6.37 pp | Polen -2.50 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 7 | -7.01 pp | Wedgewood -3.58 pp |
| CCRMSalesforce, Inc. | trimmed | 7 | +0.83 pp | PRIMECAP -0.05 pp |
M MDTMedtronic plc | trimmed | 7 | -0.96 pp | Pzena -0.89 pp |