| 1 | MSFT
Microsoft Corp | 10 |
Bill Ackman New, Thomas Russo +1%, Philippe Laffont +18%, Chris Davis +6%, Dodge & Cox +7%, First Eagle +1%, Christopher Bloomstran New, David Rolfe +21%, Mark Massey +25%, Bill Nygren ×10 |
| 2 | AMZN
Amazon Com Inc | 10 |
Bill Ackman +19%, Seth Klarman +20%, David Tepper +16%, Stanley Druckenmiller ×12, Mason Morfit +2%, Andreas Halvorsen +210%, Philippe Laffont +49%, Chris Davis +2%, Dodge & Cox +11%, David Rolfe +36% |
| 3 | TSM
Taiwan Semiconductor Manufac | 7 |
David Tepper +24%, Dan Loeb +67%, Stanley Druckenmiller +19%, Polen Capital +187%, Chris Davis +1%, Dodge & Cox ×13, Terry Smith New |
| 4 | V
Visa Inc | 7 |
Stephen Mandel +79%, Andreas Halvorsen +1%, Chase Coleman New, Dodge & Cox ×6,307, Yacktman +31%, David Rolfe +7%, Mark Massey +68% |
| 5 | META
Meta Platforms Inc | 6 |
David Tepper +55%, Andreas Halvorsen +76%, Chris Davis +1%, Dodge & Cox +29%, David Rolfe +16%, Bill Nygren +4% |
| 6 | SPCX
Space Exploration Techn Corp | 6 |
David Tepper New, Dan Loeb New, Andreas Halvorsen New, Chase Coleman New, Philippe Laffont New, Polen Capital New |
| 7 | GOOGL
Alphabet Inc | 5 |
Warren Buffett +45%, Dan Loeb +486%, Stephen Mandel +15%, Stanley Druckenmiller New, Philippe Laffont +13% |
| 8 | COF
Capital One Finl Corp | 5 |
Dan Loeb +489%, Chris Davis +1%, Dodge & Cox +4%, Wally Weitz New, Bill Nygren +11% |
| 9 | DHR
Danaher Corp Del | 5 |
Dan Loeb +3%, Stanley Druckenmiller New, Chase Coleman New, Dodge & Cox ×16, Wally Weitz +2% |
| 10 | NFLX
Netflix Inc | 5 |
Thomas Russo +2%, Wally Weitz New, Terry Smith New, Tom Gayner +69%, Bill Nygren +12% |
| 11 | CVNA
Carvana Co | 5 |
Stephen Mandel +500%, Stanley Druckenmiller New, Andreas Halvorsen +343%, Philippe Laffont +381%, Polen Capital +410% |
| 12 | AMD
Advanced Micro Devices Inc | 5 |
Stanley Druckenmiller New, Chase Coleman New, Philippe Laffont New, Polen Capital New, Bill Nygren New |
| 13 | BRKB
Berkshire Hathaway Inc Del | 4 |
Li Lu +23%, Bruce Berkowitz +74%, Yacktman +1%, Christopher Bloomstran +8% |
| 14 | MA
Mastercard Incorporated | 4 |
Yacktman +1%, Terry Smith New, Mark Massey +46%, Francois Rochon +3% |
| 15 | GOOG
Alphabet Inc., Class C | 4 |
Chris Davis New, First Eagle New, Yacktman New, C.T. Fitzpatrick New |
| 16 | SCHW
Charles Schwab Corp. | 4 |
Chris Davis +2%, Dodge & Cox +3%, Francois Rochon +9%, Bill Nygren +11% |
| 17 | HD
Home Depot Inc | 4 |
Stephen Mandel New, Andreas Halvorsen +83%, Gates Foundation New, Tom Gayner +1% |
| 18 | ZTS
Zoetis, Inc. | 4 |
Tweedy Browne +17%, Chris Davis New, First Eagle New, Tom Gayner +542% |
| 19 | TMO
Thermo Fisher Scientific Inc | 4 |
Stanley Druckenmiller New, Andreas Halvorsen +16%, Dodge & Cox ×119, Tom Gayner +1% |
| 20 | UNP
Union Pac Corp | 4 |
Dan Loeb +250%, Andreas Halvorsen New, Tom Gayner +3%, Bill Nygren +2% |
| 21 | SE
Sea Ltd | 4 |
Stephen Mandel New, Andreas Halvorsen +20%, Chris Davis +1%, Dodge & Cox New |
| 22 | AON
Aon Plc | 4 |
Andreas Halvorsen +6%, Dodge & Cox +6%, Yacktman +2%, Jensen Investment +11% |
| 23 | ADBE
Adobe Inc | 4 |
Tweedy Browne New, Chris Davis +17%, Dodge & Cox +25%, Bill Nygren +23% |
| 24 | NTRA
Natera Inc | 3 |
Stanley Druckenmiller +4%, Andreas Halvorsen New, Polen Capital +28% |
| 25 | FERG
Ferguson Enterprises Inc | 3 |
Seth Klarman +1%, Tom Gayner +2%, Francois Rochon +2% |
| 26 | CIGI
Colliers Intl Group Inc | 3 |
First Eagle +230%, Chad Williams +13%, Bill Nygren +13% |
| 27 | DHI
D R Horton Inc | 3 |
Warren Buffett New, Stanley Druckenmiller New, Edgar Wachenheim +7% |
| 28 | STX
Seagate Technology Hldngs Pl | 3 |
Stephen Mandel New, Stanley Druckenmiller +141%, Chase Coleman New |
| 29 | BLDR
Builders Firstsource Inc | 3 |
Tweedy Browne +29%, Chad Williams +1%, Christopher Bloomstran +143% |
| 30 | DVN
Devon Energy Corp | 3 |
Tweedy Browne +15%, Chris Davis +3%, First Eagle New |