| META |
META PLATFORMS INC-CLASS A |
3 |
15 |
+4,574,866 |
First Eagle U.S. Value, Dodge & Cox Stock Fund, Renaissance Technologies LLC |
Watch |
| GOOGL |
ALPHABET INC-CL A |
2 |
8 |
+12,327,797 |
Berkshire Hathaway, Dodge & Cox Stock Fund, Renaissance Technologies LLC |
Watch |
| TSM |
TAIWAN SEMICONDUCTOR-SP ADR |
3 |
11 |
+3,787,719 |
First Eagle U.S. Value, Appaloosa Management, Situational Awareness Partners |
Watch |
| TMO |
THERMO FISHER SCIENTIFIC INC |
3 |
5 |
+2,608,162 |
Dodge & Cox Stock Fund, Parnassus Endeavor Fund, Viking Global Investors |
Watch |
| DHR |
DANAHER CORP |
2 |
7 |
+3,369,995 |
Eagle Capital Management, Renaissance Technologies LLC, Tiger Global Management |
Watch |
| HD |
HOME DEPOT INC |
2 |
5 |
+3,944,988 |
Lone Pine Capital, Bill & Melinda Gates Foundation Trust, Viking Global Investors |
Watch |
| SPGI |
S&P GLOBAL INC |
5 |
6 |
+1,491,784 |
TCI Fund Management, Eagle Capital Management, Meritage Group |
Watch |
| MA |
MASTERCARD INC - A |
2 |
7 |
+2,370,994 |
Eagle Capital Management, Fundsmith, AltaRock Partners |
Watch |
| V |
VISA INC-CLASS A SHARES |
2 |
14 |
+1,954,137 |
TCI Fund Management, Dodge & Cox Stock Fund, Viking Global Investors |
Watch |
| ACN |
Accenture plc |
3 |
3 |
+5,367,469 |
Hancock Classic Value, Greenhaven Associates, Renaissance Technologies LLC |
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 |
| ORCL |
ORACLE CORP |
3 |
2 |
+6,324,423 |
First Eagle U.S. Value, Sound Shore Management, Cullen Value Fund |
Watch |
| FOX |
FOX CORP - CLASS B |
2 |
3 |
+874,663 |
Dodge & Cox Stock Fund, Yacktman Asset Management, Duquesne Family Office Llc |
Watch |
| CVNA |
CARVANA CO |
1 |
8 |
+47,555,050 |
CAS Investment Partners, Viking Global Investors, Lone Pine Capital |
Watch |
| WBD |
WARNER BROS DISCOVERY INC |
2 |
2 |
+24,497,994 |
Third Point, Renaissance Technologies LLC, Greenlight Capital |
Watch |
| BKNG |
BOOKING HOLDINGS INC |
1 |
6 |
+36,274,763 |
Dodge & Cox Stock Fund, First Eagle U.S. Value, Giverny Capital |
Watch |
| CRM |
SALESFORCE INC |
2 |
2 |
+6,134,924 |
First Eagle U.S. Value, Renaissance Technologies LLC, Hillman Value Fund |
Watch |
| RKT |
ROCKET COS INC-CLASS A |
2 |
2 |
+10,928,031 |
ValueAct Holdings, Ancient Art (Teton Capital), Duquesne Family Office Llc |
Watch |
| MDT |
MEDTRONIC PLC |
1 |
6 |
+20,772,568 |
First Eagle U.S. Value, Dodge & Cox Stock Fund, Renaissance Technologies LLC |
Watch |
| INTC |
INTEL CORP |
2 |
3 |
+669,820 |
Tiger Global Management, Sequoia Financial Advisors, Mairs & Power Growth Fund |
Watch |
| KKR |
KKR & CO INC |
2 |
2 |
+6,817,782 |
Dodge & Cox Stock Fund, ValueAct Holdings, Lindsell Train |
Watch |
| STM |
STMICROELECTRONICS NV-NY SHS |
2 |
2 |
+8,628,890 |
Situational Awareness Partners, Duquesne Family Office Llc, Renaissance Technologies LLC |
Watch |
| VEEV |
VEEVA SYSTEMS INC-CLASS A |
6 |
2 |
+1,327,990 |
Fundsmith, Fundsmith Investment Services, Giverny Capital |
Watch |
| CMCSA |
COMCAST CORP-CLASS A |
1 |
7 |
+4,908,650 |
Dodge & Cox Stock Fund, First Eagle U.S. Value, Greenlight Capital |
Watch |
| STX |
SEAGATE TECHNOLOGY HLDNGS PL |
3 |
2 |
+1,503,068 |
Lone Pine Capital, Renaissance Technologies LLC, Tiger Global Management |
Watch |
| KSPI |
JSC KASPI.KZ ADR |
2 |
3 |
+501,808 |
Hancock Classic Value, Dodge & Cox Stock Fund, Fairfax Financial Holdings |
Watch |
| ELV |
ELEVANCE HEALTH INC |
1 |
6 |
+3,942,958 |
First Eagle U.S. Value, Yacktman Asset Management, Hancock Classic Value |
Watch |
| TJX |
TJX COMPANIES INC |
1 |
5 |
+4,946,781 |
Renaissance Technologies LLC, Fundsmith, Fundsmith Investment Services |
Watch |
| TTMI |
TTM TECHNOLOGIES |
2 |
2 |
+2,990,341 |
Lone Pine Capital, Third Point, First Eagle U.S. Value |
Watch |
| CTSH |
COGNIZANT TECH SOLUTIONS-A |
1 |
4 |
+6,085,236 |
Hancock Classic Value, Dodge & Cox Stock Fund, Yacktman Asset Management |
Watch |
| PFGC |
PERFORMANCE FOOD GROUP CO |
2 |
2 |
+2,561,662 |
Lone Pine Capital, Third Point, First Eagle U.S. Value |
Watch |
| DVN |
DEVON ENERGY CORP |
1 |
4 |
+5,329,568 |
Egerton Capital UK, Disciplined Growth Investors, Yacktman Asset Management |
Watch |
| PFE |
PFIZER INC |
1 |
7 |
+1,776,779 |
Hancock Classic Value, Sound Shore Management, Causeway Capital Management |
Watch |
| DASH |
DOORDASH INC - A |
1 |
4 |
+3,649,834 |
Parnassus Endeavor Fund, Gardner Russo & Quinn, ARK Invest |
Watch |
| DAL |
DELTA AIR LINES INC |
1 |
3 |
+17,857,609 |
Berkshire Hathaway, Duquesne Family Office Llc, Sequoia Financial Advisors |
Watch |
| ORLA |
ORLA MINING LTD |
1 |
3 |
+31,476,301 |
Fairfax Financial Holdings, First Eagle U.S. Value, Renaissance Technologies LLC |
Watch |
| KO |
COCA-COLA CO/THE |
1 |
5 |
+1,881,981 |
Yacktman Asset Management, Parnassus Endeavor Fund, Sequoia Financial Advisors |
Watch |
| WDAY |
WORKDAY INC-CLASS A |
1 |
3 |
+14,260,786 |
First Eagle U.S. Value, Eagle Capital Management, Hancock Classic Value |
Watch |
| SCHW |
SCHWAB (CHARLES) CORP |
1 |
5 |
+1,787,256 |
Dodge & Cox Stock Fund, Yacktman Asset Management, Giverny Capital |
Watch |
| TEL |
TE CONNECTIVITY PLC |
1 |
4 |
+2,657,044 |
Dodge & Cox Stock Fund, Sound Shore Management, First Eagle U.S. Value |
Watch |
| HCA |
HCA HEALTHCARE INC |
1 |
4 |
+2,284,962 |
First Eagle U.S. Value, Hancock Classic Value, Renaissance Technologies LLC |
Watch |
| NTR |
NUTRIEN LTD |
1 |
3 |
+9,963,689 |
First Eagle U.S. Value, Tweedy, Browne Co All Funds (US), Sequoia Financial Advisors |
Watch |
| QQQ |
INVESCO QQQ TRUST SERIES 1 |
4 |
3 |
+206,467 |
Renaissance Technologies LLC, Sequoia Financial Advisors, Mairs & Power Growth Fund |
Watch |
| CRBG |
COREBRIDGE FINANCIAL INC |
1 |
3 |
+9,766,127 |
Hancock Classic Value, Viking Global Investors, Arbiter Partners Capital Management |
Watch |
| BDX |
BECTON DICKINSON AND CO |
1 |
3 |
+21,340,896 |
First Eagle U.S. Value, Greenhaven Associates, Cullen Value Fund |
Watch |
| UAL |
UNITED AIRLINES HOLDINGS INC |
2 |
2 |
+1,008,243 |
Duquesne Family Office Llc, Renaissance Technologies LLC, Sequoia Financial Advisors |
Watch |
| INTU |
INTUIT INC |
1 |
4 |
+1,672,879 |
Eagle Capital Management, Renaissance Technologies LLC, Yacktman Asset Management |
Watch |
| APD |
AIR PRODUCTS & CHEMICALS INC |
1 |
5 |
+1,159,789 |
Dodge & Cox Stock Fund, Viking Global Investors, AKO Capital |
Watch |
| SQ |
BLOCK INC |
1 |
3 |
+3,139,844 |
Tiger Global Management, ARK Invest, Third Point |
Watch |