WM
Over time
Holders
| Gates TrustQ2 2026Q3 due Nov 14Michael Larson, CIO | 17.30% | 26,720,744 | $6.0B | trimmed−3% | −2.76 pp | 53 q |
| JensenQ2 2026Q3 due Nov 14Robert McIver, CEO | 3.41% | 631,052 | $141M | trimmed−3% | +0.46 pp | 24 q |
| MairsQ2 2026Q3 due Nov 14Andrew Adams, CIO | 1.21% | 591,025 | $132M | added+48% | +0.27 pp | 10 q |
| FundsmithQ2 2026Q3 due Nov 14Terry Smith, founder | 0.14% | 114,984 | $26M | added+63% | +0.05 pp | 7 q |
| PRIMECAPQ2 2026Q3 due Nov 14Joel Fried, portfolio manager | 0.04% | 299,000 | $67M | added+8% | −0.01 pp | 2 q |





