| SPGI |
S&P GLOBAL INC |
3 |
4 |
7 |
+2,722,726 |
TCI Fund Management, Eagle Capital Management, Egerton Capital UK |
Watch |
| V |
VISA INC-CLASS A SHARES |
2 |
9 |
11 |
+3,409,795 |
TCI Fund Management, Dodge & Cox Stock Fund, Viking Global Investors |
Watch |
| MA |
MASTERCARD INC - A |
2 |
5 |
7 |
+2,307,146 |
Eagle Capital Management, Fundsmith, AltaRock Partners |
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 |
| WBD |
WARNER BROS DISCOVERY INC |
2 |
2 |
4 |
+24,504,317 |
Third Point, Renaissance Technologies LLC, Greenlight Capital |
Watch |
| KKR |
KKR & CO INC |
2 |
2 |
4 |
+6,819,030 |
Dodge & Cox Stock Fund, ValueAct Holdings, Lindsell Train |
Watch |
| PFGC |
PERFORMANCE FOOD GROUP CO |
2 |
2 |
4 |
+2,552,316 |
Lone Pine Capital, Third Point, First Eagle U.S. Value |
Watch |
| GOOGL |
ALPHABET INC-CL A |
1 |
5 |
6 |
+14,849,088 |
Berkshire Hathaway, Dodge & Cox Stock Fund, Renaissance Technologies LLC |
Watch |
| TJX |
TJX COMPANIES INC |
1 |
5 |
6 |
+4,976,827 |
Renaissance Technologies LLC, Fundsmith, Fundsmith Investment Services |
Watch |
| DHR |
DANAHER CORP |
1 |
6 |
7 |
+3,280,035 |
Eagle Capital Management, Renaissance Technologies LLC, Tiger Global Management |
Watch |
| TSM |
TAIWAN SEMICONDUCTOR-SP ADR |
1 |
9 |
10 |
+2,386,447 |
Appaloosa Management, Situational Awareness Partners, Dodge & Cox Stock Fund |
Watch |
| BKNG |
BOOKING HOLDINGS INC |
1 |
3 |
4 |
+29,986,557 |
Dodge & Cox Stock Fund, First Eagle U.S. Value, Giverny Capital |
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 |
| TMO |
THERMO FISHER SCIENTIFIC INC |
1 |
3 |
4 |
+3,356,020 |
Dodge & Cox Stock Fund, Parnassus Endeavor Fund, Viking Global Investors |
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 |
| QQQ |
INVESCO QQQ TRUST SERIES 1 |
2 |
2 |
4 |
+205,496 |
Renaissance Technologies LLC, Sequoia Financial Advisors, Mairs & Power Growth Fund |
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 |
| APD |
AIR PRODUCTS & CHEMICALS INC |
1 |
3 |
4 |
+839,773 |
Dodge & Cox Stock Fund, Viking Global Investors, Renaissance Technologies LLC |
Watch |
| SYY |
SYSCO CORP |
1 |
3 |
4 |
+622,065 |
Parnassus Endeavor Fund, Yacktman Asset Management, Third Point |
Watch |
| KSPI |
JSC KASPI.KZ ADR |
1 |
3 |
4 |
+527,735 |
Hancock Classic Value, Dodge & Cox Stock Fund, Fairfax Financial Holdings |
Watch |
| ORLA |
ORLA MINING LTD |
1 |
2 |
3 |
+26,708,475 |
Fairfax Financial Holdings, Renaissance Technologies LLC, Causeway Capital Management |
Watch |
| CRBG |
COREBRIDGE FINANCIAL INC |
1 |
2 |
3 |
+9,205,472 |
Hancock Classic Value, Viking Global Investors, Sequoia Financial Advisors |
Watch |
| NTRA |
NATERA INC |
1 |
4 |
5 |
+201,569 |
ARK Invest, Viking Global Investors, Parnassus Endeavor Fund |
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 |
| FOX |
FOX CORP - CLASS B |
1 |
3 |
4 |
+242,063 |
Dodge & Cox Stock Fund, Yacktman Asset Management, Renaissance Technologies LLC |
Watch |
| USFD |
US FOODS HOLDING CORP |
1 |
2 |
3 |
+2,993,692 |
Lone Pine Capital, Viking Global Investors, Parnassus Endeavor Fund |
Watch |
| WEN |
WENDY'S CO/THE |
1 |
2 |
3 |
+2,921,582 |
Trian Fund Management, Fairfax Financial Holdings, First Eagle U.S. Value |
Watch |
| VOO |
VANGUARD S&P 500 ETF |
3 |
2 |
5 |
+40,556 |
Sequoia Financial Advisors, Renaissance Technologies LLC, Eagle Capital Management |
Watch |
| UNP |
UNION PACIFIC CORP |
1 |
2 |
3 |
+2,484,726 |
Viking Global Investors, Third Point, Renaissance Technologies LLC |
Watch |
| SPY |
SPDR S&P 500 ETF TRUST |
1 |
3 |
4 |
+221,684 |
Renaissance Technologies LLC, Sequoia Financial Advisors, Eagle Capital Management |
Watch |
| BA |
BOEING CO/THE |
1 |
4 |
5 |
+145,831 |
Viking Global Investors, Appaloosa Management, Sound Shore Management |
Watch |
| INTU |
INTUIT INC |
1 |
2 |
3 |
+1,706,495 |
Eagle Capital Management, Renaissance Technologies LLC, Yacktman Asset Management |
Watch |
| IBKR |
INTERACTIVE BROKERS GRO-CL A |
1 |
2 |
3 |
+1,474,488 |
Viking Global Investors, Lone Pine Capital, Sequoia Financial Advisors |
Watch |
| PYPL |
PAYPAL HOLDINGS INC |
1 |
2 |
3 |
+1,455,104 |
Yacktman Asset Management, Renaissance Technologies LLC, Greenlight Capital |
Watch |
| SSNC |
SS&C TECHNOLOGIES HOLDINGS |
1 |
2 |
3 |
+1,428,679 |
Hancock Classic Value, Renaissance Technologies LLC, Sequoia Financial Advisors |
Watch |
| AVB |
AVALONBAY COMMUNITIES INC |
1 |
2 |
3 |
+1,368,653 |
Viking Global Investors, Renaissance Technologies LLC, Sequoia Financial Advisors |
Watch |