| GOOGL |
ALPHABET INC-CL A |
2 |
5 |
7 |
+15,641,533 |
Berkshire Hathaway, Dodge & Cox Stock Fund, Renaissance Technologies LLC |
Watch |
| V |
VISA INC-CLASS A SHARES |
2 |
8 |
10 |
+3,214,247 |
TCI Fund Management, Dodge & Cox Stock Fund, Viking Global Investors |
Watch |
| DHR |
DANAHER CORP |
2 |
6 |
8 |
+3,330,335 |
Eagle Capital Management, Renaissance Technologies LLC, Tiger Global Management |
Watch |
| MA |
MASTERCARD INC - A |
2 |
5 |
7 |
+2,340,745 |
Eagle Capital Management, Fundsmith, AltaRock Partners |
Watch |
| SPGI |
S&P GLOBAL INC |
3 |
3 |
6 |
+2,722,626 |
TCI Fund Management, Eagle Capital Management, Egerton Capital UK |
Watch |
| NFLX |
NETFLIX INC |
2 |
3 |
5 |
+8,308,760 |
Renaissance Technologies LLC, Gardner Russo & Quinn, Fundsmith |
Watch |
| AJG |
ARTHUR J GALLAGHER & CO |
2 |
3 |
5 |
+5,035,078 |
Dodge & Cox Stock Fund, Eagle Capital Management, Brave Warrior Advisors |
Watch |
| HD |
HOME DEPOT INC |
2 |
3 |
5 |
+3,881,938 |
Lone Pine Capital, Bill & Melinda Gates Foundation Trust, Viking Global Investors |
Watch |
| TMO |
THERMO FISHER SCIENTIFIC INC |
2 |
3 |
5 |
+3,477,919 |
Dodge & Cox Stock Fund, Parnassus Endeavor Fund, Viking Global Investors |
Watch |
| FOX |
FOX CORP - CLASS B |
2 |
3 |
5 |
+874,663 |
Dodge & Cox Stock Fund, Yacktman Asset Management, Duquesne Family Office Llc |
Watch |
| STM |
STMICROELECTRONICS NV-NY SHS |
2 |
2 |
4 |
+8,628,890 |
Situational Awareness Partners, Duquesne Family Office Llc, Renaissance Technologies LLC |
Watch |
| PFGC |
PERFORMANCE FOOD GROUP CO |
2 |
2 |
4 |
+2,552,316 |
Lone Pine Capital, Third Point, First Eagle U.S. Value |
Watch |
| STX |
SEAGATE TECHNOLOGY HLDNGS PL |
2 |
2 |
4 |
+1,502,818 |
Lone Pine Capital, Renaissance Technologies LLC, Tiger Global Management |
Watch |
| UAL |
UNITED AIRLINES HOLDINGS INC |
2 |
2 |
4 |
+1,008,243 |
Duquesne Family Office Llc, Renaissance Technologies LLC, Sequoia Financial Advisors |
Watch |
| CVNA |
CARVANA CO |
1 |
6 |
7 |
+28,150,773 |
Viking Global Investors, Lone Pine Capital, Renaissance Technologies LLC |
Watch |
| TJX |
TJX COMPANIES INC |
1 |
5 |
6 |
+4,976,827 |
Renaissance Technologies LLC, Fundsmith, Fundsmith Investment Services |
Watch |
| TSM |
TAIWAN SEMICONDUCTOR-SP ADR |
1 |
10 |
11 |
+2,485,317 |
Appaloosa Management, Situational Awareness Partners, Dodge & Cox Stock Fund |
Watch |
| DAL |
DELTA AIR LINES INC |
1 |
3 |
4 |
+17,930,397 |
Berkshire Hathaway, Duquesne Family Office Llc, Sequoia Financial Advisors |
Watch |
| KO |
COCA-COLA CO/THE |
1 |
4 |
5 |
+1,881,925 |
Yacktman Asset Management, Parnassus Endeavor Fund, Sequoia Financial Advisors |
Watch |
| MDT |
MEDTRONIC PLC |
1 |
3 |
4 |
+6,987,701 |
First Eagle U.S. Value, Dodge & Cox Stock Fund, Renaissance Technologies LLC |
Watch |
| DVN |
DEVON ENERGY CORP |
1 |
3 |
4 |
+5,325,689 |
Egerton Capital UK, Disciplined Growth Investors, Yacktman Asset Management |
Watch |
| ACN |
Accenture plc |
1 |
3 |
4 |
+5,098,852 |
Hancock Classic Value, Greenhaven Associates, Renaissance Technologies LLC |
Watch |
| APD |
AIR PRODUCTS & CHEMICALS INC |
1 |
4 |
5 |
+1,159,776 |
Dodge & Cox Stock Fund, Viking Global Investors, AKO Capital |
Watch |
| SQ |
BLOCK INC |
1 |
3 |
4 |
+3,139,844 |
Tiger Global Management, ARK Invest, Third Point |
Watch |
| TEL |
TE CONNECTIVITY PLC |
1 |
3 |
4 |
+2,503,930 |
Dodge & Cox Stock Fund, Sound Shore Management, First Eagle U.S. Value |
Watch |
| VMC |
VULCAN MATERIALS CO |
1 |
3 |
4 |
+2,459,452 |
TCI Fund Management, Egerton Capital UK, Parnassus Endeavor Fund |
Watch |
| NWSA |
NEWS CORP - CLASS A |
1 |
3 |
4 |
+1,576,725 |
Dodge & Cox Stock Fund, Yacktman Asset Management, Renaissance Technologies LLC |
Watch |
| SAP |
SAP SE-SPONSORED ADR |
1 |
3 |
4 |
+1,417,906 |
Eagle Capital Management, Sequoia Fund, Causeway Capital Management |
Watch |
| ICLR |
ICON PLC |
1 |
3 |
4 |
+1,045,719 |
Greenhaven Associates, Brave Warrior Advisors, Sequoia Fund |
Watch |
| CBRE |
CBRE GROUP INC - A |
1 |
3 |
4 |
+945,438 |
ValueAct Holdings, Hancock Classic Value, Ariel Appreciation Fund |
Watch |
| CARR |
CARRIER GLOBAL CORP |
1 |
3 |
4 |
+938,476 |
Dodge & Cox Stock Fund, Causeway Capital Management, Sequoia Financial Advisors |
Watch |
| SYY |
SYSCO CORP |
1 |
3 |
4 |
+622,065 |
Parnassus Endeavor Fund, Yacktman Asset Management, Third Point |
Watch |
| NTRA |
NATERA INC |
1 |
5 |
6 |
+324,269 |
Duquesne Family Office Llc, ARK Invest, Viking Global Investors |
Watch |
| BKNG |
BOOKING HOLDINGS INC |
1 |
2 |
3 |
+29,435,087 |
Dodge & Cox Stock Fund, First Eagle U.S. Value, Sequoia Financial Advisors |
Watch |
| RKT |
ROCKET COS INC-CLASS A |
1 |
2 |
3 |
+9,360,531 |
ValueAct Holdings, Duquesne Family Office Llc, First Eagle U.S. Value |
Watch |
| CRBG |
COREBRIDGE FINANCIAL INC |
1 |
2 |
3 |
+9,205,472 |
Hancock Classic Value, Viking Global Investors, Sequoia Financial Advisors |
Watch |
| KKR |
KKR & CO INC |
1 |
2 |
3 |
+6,151,250 |
Dodge & Cox Stock Fund, ValueAct Holdings, Sequoia Financial Advisors |
Watch |
| DV |
DOUBLEVERIFY HOLDINGS INC |
1 |
2 |
3 |
+5,527,644 |
Disciplined Growth Investors, First Eagle U.S. Value, Sequoia Financial Advisors |
Watch |
| WDAY |
WORKDAY INC-CLASS A |
1 |
2 |
3 |
+5,425,892 |
Eagle Capital Management, First Eagle U.S. Value, Hancock Classic Value |
Watch |
| APTV |
APTIV PLC |
1 |
2 |
3 |
+3,901,170 |
Viking Global Investors, Renaissance Technologies LLC, Sequoia Financial Advisors |
Watch |
| HCC |
WARRIOR MET COAL INC |
1 |
2 |
3 |
+3,900,230 |
First Eagle U.S. Value, Renaissance Technologies LLC, Sequoia Financial Advisors |
Watch |
| UWMC |
UWM HOLDINGS CORP |
1 |
2 |
3 |
+3,186,820 |
Renaissance Technologies LLC, Duquesne Family Office Llc, Sequoia Financial Advisors |
Watch |
| USFD |
US FOODS HOLDING CORP |
1 |
2 |
3 |
+2,993,692 |
Lone Pine Capital, Viking Global Investors, Parnassus Endeavor Fund |
Watch |
| VOO |
VANGUARD S&P 500 ETF |
3 |
2 |
5 |
+40,556 |
Sequoia Financial Advisors, Renaissance Technologies LLC, Eagle Capital Management |
Watch |
| FOXA |
FOX CORP - CLASS A |
1 |
2 |
3 |
+2,527,958 |
Dodge & Cox Stock Fund, Duquesne Family Office Llc, Sequoia Financial Advisors |
Watch |
| PYPL |
PAYPAL HOLDINGS INC |
1 |
2 |
3 |
+2,472,055 |
Yacktman Asset Management, Renaissance Technologies LLC, Greenlight Capital |
Watch |
| UNP |
UNION PACIFIC CORP |
1 |
2 |
3 |
+2,129,126 |
Viking Global Investors, Third Point, Renaissance Technologies LLC |
Watch |
| SPY |
SPDR S&P 500 ETF TRUST |
1 |
3 |
4 |
+221,864 |
Renaissance Technologies LLC, Sequoia Financial Advisors, Eagle Capital Management |
Watch |
| GPC |
GENUINE PARTS CO |
1 |
2 |
3 |
+1,922,420 |
Baupost Group, Hancock Classic Value, Sound Shore Management |
Watch |
| BA |
BOEING CO/THE |
1 |
4 |
5 |
+145,831 |
Viking Global Investors, Appaloosa Management, Sound Shore Management |
Watch |