| SPGI |
S&P GLOBAL INC |
5 |
6 |
+1,491,784 |
TCI Fund Management, Eagle Capital Management, Meritage Group |
Watch |
| HD |
HOME DEPOT INC |
2 |
5 |
+3,892,212 |
Lone Pine Capital, Bill & Melinda Gates Foundation Trust, Viking Global Investors |
Watch |
| MA |
MASTERCARD INC - A |
2 |
7 |
+2,342,178 |
Eagle Capital Management, Fundsmith, AltaRock Partners |
Watch |
| META |
META PLATFORMS INC-CLASS A |
3 |
14 |
+1,054,625 |
Dodge & Cox Stock Fund, First Eagle U.S. Value, Renaissance Technologies LLC |
Watch |
| ACN |
Accenture plc |
3 |
3 |
+5,248,877 |
Hancock Classic Value, Greenhaven Associates, Renaissance Technologies LLC |
Watch |
| V |
VISA INC-CLASS A SHARES |
2 |
13 |
+1,564,237 |
TCI Fund Management, Dodge & Cox Stock Fund, Viking Global Investors |
Watch |
| TMO |
THERMO FISHER SCIENTIFIC INC |
2 |
5 |
+2,588,962 |
Dodge & Cox Stock Fund, Parnassus Endeavor Fund, Viking Global Investors |
Watch |
| NFLX |
NETFLIX INC |
2 |
3 |
+8,305,115 |
Renaissance Technologies LLC, Gardner Russo & Quinn, Fundsmith |
Watch |
| AJG |
ARTHUR J GALLAGHER & CO |
2 |
3 |
+5,032,319 |
Dodge & Cox Stock Fund, Eagle Capital Management, Brave Warrior Advisors |
Watch |
| INTC |
INTEL CORP |
2 |
3 |
+1,081,220 |
Tiger Global Management, Sequoia Financial Advisors, Mairs & Power Growth Fund |
Watch |
| WBD |
WARNER BROS DISCOVERY INC |
2 |
2 |
+24,497,994 |
Third Point, Renaissance Technologies LLC, Greenlight Capital |
Watch |
| KSPI |
JSC KASPI.KZ ADR |
2 |
3 |
+501,808 |
Hancock Classic Value, Dodge & Cox Stock Fund, Fairfax Financial Holdings |
Watch |
| VEEV |
VEEVA SYSTEMS INC-CLASS A |
6 |
2 |
+1,233,034 |
Fundsmith, Fundsmith Investment Services, Disciplined Growth Investors |
Watch |
| KKR |
KKR & CO INC |
2 |
2 |
+6,817,782 |
Dodge & Cox Stock Fund, ValueAct Holdings, Lindsell Train |
Watch |
| GOOGL |
ALPHABET INC-CL A |
1 |
7 |
+11,162,457 |
Berkshire Hathaway, Dodge & Cox Stock Fund, Renaissance Technologies LLC |
Watch |
| BKNG |
BOOKING HOLDINGS INC |
1 |
6 |
+30,835,605 |
Dodge & Cox Stock Fund, First Eagle U.S. Value, Giverny Capital |
Watch |
| MDT |
MEDTRONIC PLC |
1 |
6 |
+6,988,585 |
First Eagle U.S. Value, Dodge & Cox Stock Fund, Renaissance Technologies LLC |
Watch |
| PFGC |
PERFORMANCE FOOD GROUP CO |
2 |
2 |
+2,552,316 |
Lone Pine Capital, Third Point, First Eagle U.S. Value |
Watch |
| QQQ |
INVESCO QQQ TRUST SERIES 1 |
4 |
3 |
+206,076 |
Renaissance Technologies LLC, Sequoia Financial Advisors, Mairs & Power Growth Fund |
Watch |
| DHR |
DANAHER CORP |
1 |
7 |
+3,319,695 |
Eagle Capital Management, Renaissance Technologies LLC, Tiger Global Management |
Watch |
| TJX |
TJX COMPANIES INC |
1 |
5 |
+4,946,781 |
Renaissance Technologies LLC, Fundsmith, Fundsmith Investment Services |
Watch |
| CTSH |
COGNIZANT TECH SOLUTIONS-A |
1 |
4 |
+6,085,236 |
Hancock Classic Value, Dodge & Cox Stock Fund, Yacktman Asset Management |
Watch |
| DVN |
DEVON ENERGY CORP |
1 |
4 |
+5,329,568 |
Egerton Capital UK, Disciplined Growth Investors, Yacktman Asset Management |
Watch |
| KO |
COCA-COLA CO/THE |
1 |
5 |
+1,881,981 |
Yacktman Asset Management, Parnassus Endeavor Fund, Sequoia Financial Advisors |
Watch |
| DASH |
DOORDASH INC - A |
1 |
4 |
+3,649,834 |
Parnassus Endeavor Fund, Gardner Russo & Quinn, ARK Invest |
Watch |
| TEL |
TE CONNECTIVITY PLC |
1 |
4 |
+2,547,205 |
Dodge & Cox Stock Fund, Sound Shore Management, First Eagle U.S. Value |
Watch |
| PFE |
PFIZER INC |
1 |
6 |
+1,312,778 |
Hancock Classic Value, Sound Shore Management, Causeway Capital Management |
Watch |
| CRBG |
COREBRIDGE FINANCIAL INC |
1 |
3 |
+9,368,972 |
Hancock Classic Value, Viking Global Investors, Arbiter Partners Capital Management |
Watch |
| INTU |
INTUIT INC |
1 |
4 |
+1,672,879 |
Eagle Capital Management, Renaissance Technologies LLC, Yacktman Asset Management |
Watch |
| WDAY |
WORKDAY INC-CLASS A |
1 |
3 |
+5,436,269 |
Eagle Capital Management, First Eagle U.S. Value, Hancock Classic Value |
Watch |
| APD |
AIR PRODUCTS & CHEMICALS INC |
1 |
5 |
+1,159,744 |
Dodge & Cox Stock Fund, Viking Global Investors, Renaissance Technologies LLC |
Watch |
| BDX |
BECTON DICKINSON AND CO |
1 |
3 |
+7,525,561 |
First Eagle U.S. Value, Greenhaven Associates, Cullen Value Fund |
Watch |
| ICLR |
ICON PLC |
1 |
4 |
+1,046,001 |
Greenhaven Associates, Brave Warrior Advisors, Sequoia Fund |
Watch |
| SQ |
BLOCK INC |
1 |
3 |
+3,139,844 |
Tiger Global Management, ARK Invest, Third Point |
Watch |
| VMC |
VULCAN MATERIALS CO |
1 |
3 |
+2,459,452 |
TCI Fund Management, Egerton Capital UK, Parnassus Endeavor Fund |
Watch |
| APTV |
APTIV PLC |
1 |
3 |
+3,953,041 |
Viking Global Investors, Atlantic Investment Management, Renaissance Technologies LLC |
Watch |
| NWSA |
NEWS CORP - CLASS A |
1 |
3 |
+1,576,725 |
Dodge & Cox Stock Fund, Yacktman Asset Management, Renaissance Technologies LLC |
Watch |
| SAP |
SAP SE-SPONSORED ADR |
1 |
3 |
+1,417,906 |
Eagle Capital Management, Sequoia Fund, Causeway Capital Management |
Watch |
| SU |
SUNCOR ENERGY INC |
2 |
2 |
+329,077 |
Renaissance Technologies LLC, Causeway Capital Management, Sequoia Financial Advisors |
Watch |
| CARR |
CARRIER GLOBAL CORP |
1 |
3 |
+938,476 |
Dodge & Cox Stock Fund, Causeway Capital Management, Sequoia Financial Advisors |
Watch |
| VOO |
VANGUARD S&P 500 ETF |
3 |
5 |
+41,774 |
Sequoia Financial Advisors, Renaissance Technologies LLC, Matrix Advisors Value Fund |
Watch |
| SYY |
SYSCO CORP |
1 |
3 |
+562,065 |
Parnassus Endeavor Fund, Yacktman Asset Management, Third Point |
Watch |
| DV |
DOUBLEVERIFY HOLDINGS INC |
1 |
2 |
+5,527,644 |
Disciplined Growth Investors, First Eagle U.S. Value, Sequoia Financial Advisors |
Watch |
| ORLA |
ORLA MINING LTD |
1 |
2 |
+26,708,475 |
Fairfax Financial Holdings, Renaissance Technologies LLC, Causeway Capital Management |
Watch |
| HCC |
WARRIOR MET COAL INC |
1 |
2 |
+3,754,845 |
First Eagle U.S. Value, Renaissance Technologies LLC, Sequoia Financial Advisors |
Watch |
| COP |
CONOCOPHILLIPS |
1 |
4 |
+240,749 |
Renaissance Technologies LLC, Yacktman Asset Management, Sequoia Financial Advisors |
Watch |
| NTRA |
NATERA INC |
1 |
5 |
+201,730 |
ARK Invest, Viking Global Investors, Parnassus Endeavor Fund |
Watch |
| RKT |
ROCKET COS INC-CLASS A |
1 |
2 |
+10,208,311 |
ValueAct Holdings, Ancient Art (Teton Capital), First Eagle U.S. Value |
Watch |
| IONS |
IONIS PHARMACEUTICALS INC |
1 |
3 |
+274,172 |
Tweedy, Browne Co All Funds (US), Renaissance Technologies LLC, ARK Invest |
Watch |
| FOX |
FOX CORP - CLASS B |
1 |
3 |
+242,063 |
Dodge & Cox Stock Fund, Yacktman Asset Management, Renaissance Technologies LLC |
Watch |