| Stock | Move | Managers | Total | Largest |
|---|
S SUNBSunbelt Rentals Holdings, Inc. | new | 13 | +66.40 pp | Abrams Bison +35.38 pp |
W WATWaters Corp | new | 6 | +3.25 pp | FPA +1.14 pp |
E EQPTEquipmentShare.com Inc Class A | new | 5 | +0.72 pp | Tiger Global +0.41 pp |
I INTCIntel Corp | new | 5 | +2.92 pp | Maverick +1.54 pp |
M MUMicron Technology, Inc. | new | 5 | +0.63 pp | Duquesne +0.27 pp |
V VISTVista Energy S.A.B. de C.V. | new | 5 | +0.79 pp | Duquesne +0.35 pp |
A AZNAstraZeneca PLC | new | 5 | +20.58 pp | Causeway +17.66 pp |
A ASMLASML Holding NV | new | 5 | +3.77 pp | Coatue +2.26 pp |
A AMZNAmazon.Com Inc | added | 20 | +36.54 pp | ShawSpring +9.36 pp |
M MSFTMicrosoft Corp | added | 17 | -0.13 pp | Torray +1.87 pp |
V VVISA Inc. | added | 14 | +10.38 pp | ValueAct +3.68 pp |
M METAMeta Platforms, Inc. Class A | added | 13 | +1.24 pp | Tiger Global +1.62 pp |
D DISThe Walt Disney Company | added | 12 | -1.20 pp | H&H +0.27 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 11 | +16.71 pp | Tiger Global +4.42 pp |
G GOOGLAlphabet Inc. Class A | added | 9 | +7.51 pp | Berkshire +3.89 pp |
A AVGOBroadcom Inc. | added | 9 | +5.23 pp | Jensen +1.75 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 9 | -0.66 pp | Brandes +0.18 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 8 | +0.45 pp | H&H +1.28 pp |
C CMCSAComcast Corp | added | 8 | +0.92 pp | Matrix +0.77 pp |
F FISVFiserv, Inc. | added | 8 | +2.77 pp | Hillman +1.51 pp |
G GOOGAlphabet Inc. Class C | added | 8 | +10.59 pp | Egerton +7.33 pp |
N NVDANvidia Corp | added | 8 | +14.60 pp | Altimeter +5.89 pp |
U UBERUber Technologies, Inc. | added | 8 | +15.67 pp | PAR +5.65 pp |
E ELVElevance Health, Inc. | added | 7 | -2.39 pp | Tweedy +0.02 pp |
A AAPLApple Inc. | added | 7 | +0.29 pp | Soros +0.28 pp |
A ACNAccenture PLC | added | 7 | +0.33 pp | Pzena +0.50 pp |
F FICOFair Isaac Corporation | added | 6 | -0.26 pp | Akre +1.21 pp |
M MAMastercard Incorporated | added | 6 | +3.67 pp | Valley Forge +2.77 pp |
S SCHWThe Charles Schwab Corporation | added | 6 | +0.39 pp | Baron +0.21 pp |
S SESea Limited | added | 6 | -1.38 pp | Davis +0.45 pp |
T TMOThermo Fisher Scientific, Inc. | added | 6 | +0.56 pp | Viking +1.07 pp |
T TSNTyson Foods, Inc. | added | 6 | +1.82 pp | Pzena +0.88 pp |
Z ZBHZimmer Biomet Holdings, Inc. | added | 6 | +1.86 pp | Hillman +0.90 pp |
A ADBEAdobe Inc. | added | 5 | +0.99 pp | Hillman +1.13 pp |
B BABAAlibaba Group Holding Limited | added | 5 | +0.03 pp | ARK +0.14 pp |
A APPApplovin Corporation Class A | added | 5 | -9.13 pp | Lone Pine +0.79 pp |
C CIThe Cigna Group | added | 5 | +1.77 pp | Davis +1.81 pp |
C COPConocoPhillips | added | 5 | +1.65 pp | Yacktman +0.75 pp |
D DEODiageo plc | added | 5 | +0.03 pp | Brandes +0.06 pp |
F FERGFerguson Enterprises Inc. | added | 5 | +3.83 pp | Durable +1.97 pp |
H HDBHDFC Bank Limited | added | 5 | -0.02 pp | Pzena +0.03 pp |
M MELIMercado Libre, Inc | added | 5 | +2.40 pp | D1 +1.53 pp |
M MCOMoody's Corporation | added | 5 | +5.36 pp | Egerton +3.19 pp |
N NFLXNetFlix Inc | added | 5 | +2.65 pp | Russo +1.28 pp |
O ORCLOracle Corp | added | 5 | -0.42 pp | Cantillon +0.34 pp |
R RKTRocket Companies, Inc. | added | 5 | +0.36 pp | Atreides +0.64 pp |
C CRMSalesforce, Inc. | added | 5 | +0.17 pp | Oakmark +0.43 pp |
S SAPSap SE | added | 5 | +2.41 pp | Sequoia +1.96 pp |
T TMHCTaylor Morrison Home Corporation | added | 5 | +0.17 pp | Greenhaven +0.21 pp |
A AONAon plc Class A | added | 5 | +0.41 pp | Viking +0.25 pp |
S SPOTSpotify Technology S.A. | added | 5 | +1.63 pp | Tiger Global +0.89 pp |
| AASMLASML Holding NV | added | 5 | +10.38 pp | Triple Frond +4.44 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 28 | -10.28 pp | Patient -1.30 pp |
| MMSFTMicrosoft Corp | trimmed | 27 | -42.89 pp | TCI -12.89 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 26 | -21.57 pp | Pershing -11.28 pp |
| AAMZNAmazon.Com Inc | trimmed | 20 | -7.75 pp | Egerton -9.32 pp |
| TTSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 19 | -1.53 pp | Lone Pine -3.07 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 18 | -6.86 pp | Appaloosa -1.57 pp |
| NNVDANvidia Corp | trimmed | 16 | -16.54 pp | Jericho -6.51 pp |
C COFCapital One Financial | trimmed | 14 | -17.57 pp | Abrams Bison -5.26 pp |
B BACBank of America Corporation | trimmed | 13 | -13.31 pp | Himalaya -11.51 pp |
| MMAMastercard Incorporated | trimmed | 13 | -0.34 pp | Russo -0.62 pp |
| VVVISA Inc. | trimmed | 13 | -5.35 pp | Akre -2.19 pp |
W WFCWells Fargo & Co. | trimmed | 13 | -4.10 pp | Tweedy -0.95 pp |
| AAAPLApple Inc. | trimmed | 11 | -14.88 pp | H&H -13.58 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 11 | -3.75 pp | Giverny -1.84 pp |
J JPMJPMorgan Chase & Co. | trimmed | 11 | -2.79 pp | Russo -1.32 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 11 | -2.27 pp | Mairs -0.59 pp |
A AXPAmerican Express Company | trimmed | 10 | -1.92 pp | Torray -1.20 pp |
A ADIAnalog Devices, Inc. | trimmed | 10 | +2.74 pp | First Eagle -0.97 pp |
| DDISThe Walt Disney Company | trimmed | 10 | -8.79 pp | ValueAct -4.30 pp |
X XOMExxon Mobil Corp | trimmed | 10 | +2.17 pp | Oakmark 0.00 pp |
T TXNTexas Instruments Incorporated | trimmed | 10 | +2.20 pp | Century -0.10 pp |
B BNBrookfield Corporation | trimmed | 9 | -10.54 pp | Greenlea -2.56 pp |
F FDXFedEx Corporation | trimmed | 9 | -0.54 pp | Tweedy -0.54 pp |
J JNJJohnson & Johnson | trimmed | 9 | +0.46 pp | Brandes -0.18 pp |
M MRKMerck & Co., Inc. | trimmed | 9 | -3.33 pp | Kahn -3.17 pp |
| AAVGOBroadcom Inc. | trimmed | 8 | -0.40 pp | Whale Rock -1.62 pp |
C CVXChevron Corporation | trimmed | 8 | +0.55 pp | Berkshire -0.60 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 8 | +0.85 pp | Yacktman -0.15 pp |
L LLYEli Lilly & Co. | trimmed | 8 | -1.37 pp | PRIMECAP -0.86 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 8 | -5.03 pp | PAR -1.73 pp |
T TSLATesla, Inc. | trimmed | 8 | -5.03 pp | Greenlea -2.24 pp |
A AMATApplied Materials Inc | trimmed | 7 | -7.30 pp | Abrams Bison -6.58 pp |
B BMYBristol-Myers Squibb Co. | trimmed | 7 | -0.17 pp | Miller -0.95 pp |
C CVSCvs Health Corporation | trimmed | 7 | -2.01 pp | Dodge & Cox -0.64 pp |
C CVNACarvana Co. | trimmed | 7 | -7.55 pp | Whale Rock -2.22 pp |
C CCitigroup Inc. | trimmed | 7 | -2.57 pp | Kahn -1.20 pp |
K KOCoca-Cola Company | trimmed | 7 | +0.11 pp | Maverick -0.03 pp |
L LYVLive Nation Entertainment Inc. | trimmed | 7 | +2.66 pp | Triple Frond -0.07 pp |
| MMCOMoody's Corporation | trimmed | 7 | -0.64 pp | AKO -1.37 pp |
P PEPPepsiCo, Inc. | trimmed | 7 | -0.04 pp | Lindsell -0.24 pp |
P PMPhilip Morris International Inc. | trimmed | 7 | -1.15 pp | Maverick -2.66 pp |
P PGProcter & Gamble Company | trimmed | 7 | +1.15 pp | Jensen -0.05 pp |
| CCRMSalesforce, Inc. | trimmed | 7 | -8.73 pp | Vulcan -6.45 pp |
C CRHCRH Public Limited Company | trimmed | 7 | +4.78 pp | Soros -0.22 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 6 | -1.83 pp | Appaloosa -3.66 pp |
B BNYBank of New York Mellon Corporation | trimmed | 6 | -0.37 pp | Tweedy -0.16 pp |
D DHRDanaher Corporation | trimmed | 6 | -5.49 pp | Dorsey -7.71 pp |
D DALDelta Air Lines, Inc. | trimmed | 6 | -0.38 pp | Patient -0.45 pp |