Shared moves
| Stock | Move | Managers | Total | Largest |
|---|---|---|---|---|
| ASMLASML Holding NV | trimmed | 7 | -0.34 pp | H&H -0.47 pp |
| ABBVAbbvie Inc. | trimmed | 6 | -0.21 pp | Torray -0.16 pp |
| ADBEAdobe Inc. | trimmed | 6 | -0.35 pp | Hillman -0.13 pp |
| GSKGSK plc | trimmed | 6 | -1.20 pp | Causeway -0.65 pp |
| HCAHCA Healthcare, Inc. | trimmed | 6 | -0.34 pp | Viking -0.29 pp |
| IDXXIdexx Laboratories Inc | trimmed | 6 | -0.76 pp | Fundsmith -0.76 pp |
| LLYEli Lilly & Co. | trimmed | 6 | +3.77 pp | Jensen -0.17 pp |
| MRKMerck & Co., Inc. | trimmed | 6 | +1.44 pp | Dodge & Cox 0.00 pp |
| TXNTexas Instruments Incorporated | trimmed | 6 | -0.18 pp | PRIMECAP -0.26 pp |
| UBERUber Technologies, Inc. | trimmed | 6 | -5.35 pp | Pershing -4.09 pp |
| ZBHZimmer Biomet Holdings, Inc. | trimmed | 6 | -2.25 pp | Matrix -0.86 pp |
| NUNu Holdings Ltd. | trimmed | 6 | -2.23 pp | Maverick -2.39 pp |
| TELTE Connectivity plc | trimmed | 6 | -2.47 pp | FPA -1.10 pp |
| AMTAmerican Tower Corporation | trimmed | 5 | -0.53 pp | Akre -0.36 pp |
| AMGNAmgen Inc | trimmed | 5 | +0.65 pp | Mairs 0.00 pp |
| APHAmphenol Corporation | trimmed | 5 | -0.44 pp | Jensen -0.85 pp |
| AMATApplied Materials Inc | trimmed | 5 | -1.45 pp | Davis -1.09 pp |
| BIDUBaidu, Inc. | trimmed | 5 | -1.21 pp | Appaloosa -0.76 pp |
| BBarrick Mining Corporation | trimmed | 5 | -2.08 pp | Causeway -3.16 pp |
| BSXBoston Scientific Corp. | trimmed | 5 | -0.41 pp | PRIMECAP -0.24 pp |
| CHTRCharter Comm Inc Del CL A New | trimmed | 5 | -5.00 pp | Weitz -1.52 pp |
| CVXChevron Corporation | trimmed | 5 | -0.63 pp | PRIMECAP -0.49 pp |
| KOCoca-Cola Company | trimmed | 5 | +0.14 pp | Baillie 0.00 pp |
| COPConocoPhillips | trimmed | 5 | -0.21 pp | Century -0.14 pp |
| GEVGE Vernova Inc. | trimmed | 5 | -0.13 pp | Semper -0.11 pp |
| GEGE Aerospace | trimmed | 5 | -0.59 pp | AKO -0.45 pp |
| GMGeneral Motors Company | trimmed | 5 | -2.35 pp | Greenhaven -1.38 pp |
| HDHome Depot, Inc. | trimmed | 5 | -3.04 pp | Torray -2.98 pp |
| IBMInternational Business Machines Corporation | trimmed | 5 | -0.14 pp | Century -0.12 pp |
| MEDPMedpace Holdings, Inc. | trimmed | 5 | -1.37 pp | Vulcan -1.39 pp |
| NTRANatera, Inc. | trimmed | 5 | +0.17 pp | Maverick -0.55 pp |
| NVSNovartis AG | trimmed | 5 | -0.23 pp | PRIMECAP -0.13 pp |
| OMFOneMain Holdings, Inc. | trimmed | 5 | +1.40 pp | Brandes -0.81 pp |
| PFEPfizer Inc. | trimmed | 5 | -1.46 pp | Kahn -0.95 pp |
| PGProcter & Gamble Company | trimmed | 5 | -0.08 pp | Yacktman -0.26 pp |
| RTXRTX Corporation | trimmed | 5 | +0.33 pp | PRIMECAP 0.00 pp |
| SESea Limited | trimmed | 5 | -3.66 pp | Tiger Global -2.24 pp |
| SNPSSynopsys Inc | trimmed | 5 | -0.22 pp | Coatue -0.24 pp |
| UPSUnited Parcel Service, Inc. Class B | trimmed | 5 | -0.03 pp | Maverick -0.04 pp |
| UUnity Software Inc. | trimmed | 5 | -0.45 pp | Duquesne -0.47 pp |
| XPOXPO, Inc. | trimmed | 5 | -0.24 pp | D1 -1.14 pp |
| METAMeta Platforms, Inc. Class A | exited | 8 | -20.37 pp | Lone Pine -7.07 pp |
| FISVFiserv, Inc. | exited | 7 | -10.84 pp | Kensico -3.15 pp |
| INTUIntuit Inc | exited | 6 | -9.40 pp | Jericho -2.78 pp |
| —Unilever Spn.Adr 1:1 | exited | 6 | -0.63 pp | Tweedy -0.32 pp |
| ZZillow Group, Inc. Class C | exited | 6 | -1.45 pp | Maverick -1.06 pp |
| SESea Limited | exited | 5 | -6.05 pp | Whale Rock -2.44 pp |
