| AMZN |
AMAZON.COM INC |
39 |
6.3% |
Dodge & Cox Stock Fund, Eagle Capital Management, Tiger Global Management |
Watch |
| GOOG |
ALPHABET INC-CL C |
36 |
4.8% |
Berkshire Hathaway, Dodge & Cox Stock Fund, TCI Fund Management |
Watch |
| MSFT |
MICROSOFT CORP |
43 |
3.3% |
Dodge & Cox Stock Fund, Parnassus Endeavor Fund, Pershing Square Capital Management |
Watch |
| V |
VISA INC-CLASS A SHARES |
34 |
3.5% |
TCI Fund Management, Dodge & Cox Stock Fund, Egerton Capital UK |
Watch |
| GOOGL |
ALPHABET INC-CL A |
47 |
2.6% |
Berkshire Hathaway, Dodge & Cox Stock Fund, Tiger Global Management |
Watch |
| MA |
MASTERCARD INC - A |
24 |
4.3% |
Eagle Capital Management, Akre Capital Management, Gardner Russo & Quinn |
Watch |
| META |
META PLATFORMS INC-CLASS A |
34 |
2.6% |
Dodge & Cox Stock Fund, First Eagle U.S. Value, Tiger Global Management |
Watch |
| BRK-B |
BERKSHIRE HATHAWAY INC-CL B |
29 |
3.0% |
Bill & Melinda Gates Foundation Trust, H&H International Investment, Himalaya Capital Management |
Watch |
| MCO |
MOODY'S CORP |
19 |
3.7% |
Berkshire Hathaway, TCI Fund Management, Egerton Capital UK |
Watch |
| TSM |
TAIWAN SEMICONDUCTOR-SP ADR |
35 |
2.3% |
Tiger Global Management, Eagle Capital Management, First Eagle U.S. Value |
Watch |
| AAPL |
APPLE INC |
31 |
1.9% |
Berkshire Hathaway, H&H International Investment, Parnassus Endeavor Fund |
Watch |
| NVDA |
NVIDIA CORP |
21 |
1.9% |
Tiger Global Management, Parnassus Endeavor Fund, Renaissance Technologies LLC |
Watch |
| SPGI |
S&P GLOBAL INC |
17 |
2.1% |
TCI Fund Management, Eagle Capital Management, Parnassus Endeavor Fund |
Watch |
| UBER |
UBER TECHNOLOGIES INC |
13 |
4.1% |
Pershing Square Capital Management, Appaloosa Management, Fundsmith |
Watch |
| BRK-A |
BERKSHIRE HATHAWAY INC-CL A |
19 |
1.2% |
Gardner Russo & Quinn, First Eagle U.S. Value, Tweedy, Browne Co All Funds (US) |
Watch |
| AVGO |
BROADCOM INC |
18 |
1.2% |
Parnassus Endeavor Fund, Tiger Global Management, Polen Capital Management |
Watch |
| AMAT |
APPLIED MATERIALS INC |
12 |
4.3% |
Parnassus Endeavor Fund, Tiger Global Management, Lone Pine Capital |
Watch |
| ELV |
ELEVANCE HEALTH INC |
13 |
1.8% |
First Eagle U.S. Value, Eagle Capital Management, Baupost Group |
Watch |
| DIS |
WALT DISNEY CO/THE |
19 |
0.8% |
First Eagle U.S. Value, Viking Global Investors, Lindsell Train |
Watch |
| WFC |
WELLS FARGO & CO |
16 |
0.9% |
Dodge & Cox Stock Fund, Hancock Classic Value, Mairs & Power Growth Fund |
Watch |
| COF |
CAPITAL ONE FINANCIAL CORP |
13 |
1.0% |
Dodge & Cox Stock Fund, Hancock Classic Value, Eagle Capital Management |
Watch |
| SUNB |
Sunbelt Rentals Holdings, Inc. |
11 |
2.1% |
Dodge & Cox Stock Fund, Gardner Russo & Quinn, AKO Capital |
Watch |
| CMCSA |
COMCAST CORP-CLASS A |
13 |
0.8% |
Dodge & Cox Stock Fund, First Eagle U.S. Value, Gardner Russo & Quinn |
Watch |
| ASML |
ASML HOLDING N V |
12 |
1.3% |
Lone Pine Capital, Eagle Capital Management, Valley Forge Capital Management |
Watch |
| UNH |
UNITEDHEALTH GROUP INC |
20 |
0.5% |
Dodge & Cox Stock Fund, Eagle Capital Management, Sequoia Fund |
Watch |
| AMD |
ADVANCED MICRO DEVICES |
11 |
1.0% |
Parnassus Endeavor Fund, ARK Invest, Whale Rock Capital Management |
Watch |
| LLY |
ELI LILLY & CO |
13 |
0.6% |
Parnassus Endeavor Fund, Polen Capital Management, Mairs & Power Growth Fund |
Watch |
| PG |
PROCTER & GAMBLE CO/THE |
12 |
0.7% |
Fundsmith, Parnassus Endeavor Fund, Yacktman Asset Management |
Watch |
| IBKR |
INTERACTIVE BROKERS GRO-CL A |
10 |
5.1% |
Egerton Capital UK, Viking Global Investors, Ancient Art (Teton Capital) |
Watch |
| JPM |
JPMORGAN CHASE & CO |
19 |
0.3% |
Viking Global Investors, Mairs & Power Growth Fund, Parnassus Endeavor Fund |
Watch |
| FERG |
FERGUSON ENTERPRISES INC |
13 |
0.6% |
Parnassus Endeavor Fund, Durable Capital Partners, Baupost Group |
Watch |
| ADP |
AUTOMATIC DATA PROCESSING |
10 |
1.1% |
First Eagle U.S. Value, Fundsmith, Giverny Capital |
Watch |
| BK |
BANK OF NEW YORK MELLON CORP |
11 |
0.8% |
Dodge & Cox Stock Fund, First Eagle U.S. Value, Parnassus Endeavor Fund |
Watch |
| HD |
HOME DEPOT INC |
13 |
0.5% |
Parnassus Endeavor Fund, Lone Pine Capital, Bill & Melinda Gates Foundation Trust |
Watch |
| GLD |
SPDR GOLD SHARES |
11 |
0.8% |
First Eagle U.S. Value, Sequoia Financial Advisors, Renaissance Technologies LLC |
Watch |
| PFE |
PFIZER INC |
13 |
0.5% |
Hancock Classic Value, Sound Shore Management, Causeway Capital Management |
Watch |
| TMO |
THERMO FISHER SCIENTIFIC INC |
11 |
0.8% |
Dodge & Cox Stock Fund, Parnassus Endeavor Fund, Viking Global Investors |
Watch |
| C |
CITIGROUP INC |
9 |
2.1% |
Hancock Classic Value, Donald Smith & Co., Parnassus Endeavor Fund |
Watch |
| SCHW |
SCHWAB (CHARLES) CORP |
13 |
0.5% |
Dodge & Cox Stock Fund, Viking Global Investors, Yacktman Asset Management |
Watch |
| CVS |
CVS HEALTH CORP |
11 |
0.8% |
Dodge & Cox Stock Fund, Hancock Classic Value, Fairfax Financial Holdings |
Watch |
| PEP |
PEPSICO INC |
14 |
0.3% |
Yacktman Asset Management, Lindsell Train, Matrix Advisors Value Fund |
Watch |
| PM |
PHILIP MORRIS INTERNATIONAL |
12 |
0.6% |
First Eagle U.S. Value, Gardner Russo & Quinn, Fundsmith |
Watch |
| CRM |
SALESFORCE INC |
11 |
0.6% |
First Eagle U.S. Value, ValueAct Holdings, Akre Capital Management |
Watch |
| BAC |
BANK OF AMERICA CORP |
17 |
0.3% |
Berkshire Hathaway, Parnassus Endeavor Fund, Hancock Classic Value |
Watch |
| AXP |
AMERICAN EXPRESS CO |
18 |
0.2% |
Berkshire Hathaway, First Eagle U.S. Value, Dodge & Cox Stock Fund |
Watch |
| CVNA |
CARVANA CO |
10 |
2.3% |
CAS Investment Partners, Viking Global Investors, Lone Pine Capital |
Watch |
| INTU |
INTUIT INC |
10 |
1.0% |
Eagle Capital Management, Renaissance Technologies LLC, Lindsell Train |
Watch |
| TXN |
TEXAS INSTRUMENTS INC |
11 |
0.6% |
Fundsmith, Renaissance Technologies LLC, Fundsmith Investment Services |
Watch |
| PYPL |
PAYPAL HOLDINGS INC |
9 |
1.2% |
Lindsell Train, Yacktman Asset Management, Renaissance Technologies LLC |
Watch |
| CPNG |
COUPANG INC |
10 |
0.9% |
Dodge & Cox Stock Fund, Tiger Global Management, Abrams Capital Management |
Watch |