| AMZN- |
6 |
Thomas Russo - Gardner Russo & Quinn, Jensen Investment Management, Viking Global Investors, Seth Klarman - Baupost Group, Dennis Hong - ShawSpring Partners, David Rolfe - Wedgewood Partners |
O |
| MICC- |
3 |
First Eagle Investment Management, Mason Hawkins - Longleaf Partners, Steven Romick - FPA Crescent Fund |
O |
| MDLN- |
3 |
Lee Ainslie - Maverick Capital, Viking Global Investors, Stephen Mandel - Lone Pine Capital |
O |
| ISRG- |
3 |
Polen Capital Management, Mairs & Power Growth Fund, Francois Rochon - Giverny Capital |
O |
| TMO- |
3 |
Viking Global Investors, Daniel Loeb - Third Point, Steven Romick - FPA Crescent Fund |
O |
| PGR- |
3 |
Bruce Berkowitz - Fairholme Capital, Viking Global Investors, Daniel Loeb - Third Point |
O |
| MOH- |
2 |
Michael Burry - Scion Asset Management, Seth Klarman - Baupost Group |
OP |
| BABA- |
2 |
Daniel Loeb - Third Point, Dennis Hong - ShawSpring Partners |
O |
| LYV- |
2 |
Triple Frond Partners, Pat Dorsey - Dorsey Asset Management |
O |
| ABM- |
2 |
First Eagle Investment Management, Alex Roepers - Atlantic Investment Management |
O |
| GOOG- |
2 |
Lee Ainslie - Maverick Capital, John Armitage - Egerton Capital |
O |
| CB- |
2 |
Viking Global Investors, David Rolfe - Wedgewood Partners |
O |
| AMAT- |
2 |
Lee Ainslie - Maverick Capital, Glenn Greenberg - Brave Warrior Advisors |
O |
| BSX- |
2 |
Lee Ainslie - Maverick Capital, Stephen Mandel - Lone Pine Capital |
O |
| V- |
2 |
Lee Ainslie - Maverick Capital, Stephen Mandel - Lone Pine Capital |
O |
| SLB- |
2 |
Torray Funds, Greenhaven Associates |
O |
| EWY- |
2 |
David Tepper - Appaloosa Management, Yacktman Asset Management |
O |
| GOOGL- |
2 |
Christopher Bloomstran - Semper Augustus, Viking Global Investors |
O |
| AERO- |
2 |
Howard Marks - Oaktree Capital Management, Seth Klarman - Baupost Group |
O |
| RNR- |
2 |
Sarah Ketterer - Causeway Capital Management, John Armitage - Egerton Capital |
O |
| SPB- |
2 |
Lee Ainslie - Maverick Capital, David Einhorn - Greenlight Capital |
O |
| DECK- |
2 |
Lee Ainslie - Maverick Capital, David Einhorn - Greenlight Capital |
O |
| NYT- |
2 |
John Armitage - Egerton Capital, Warren Buffett - Berkshire Hathaway |
O |
| ALK- |
2 |
Lee Ainslie - Maverick Capital, Sarah Ketterer - Causeway Capital Management |
O |
| LPLA- |
2 |
William Von Mueffling - Cantillon Capital Management, John Armitage - Egerton Capital |
O |
| AVGO- |
2 |
Jensen Investment Management, Sarah Ketterer - Causeway Capital Management |
O |
| MA- |
2 |
Stephen Mandel - Lone Pine Capital, AKO Capital |
O |
| SPOT- |
2 |
Stephen Mandel - Lone Pine Capital, Daniel Loeb - Third Point |
O |
| FISV- |
2 |
Christopher Davis - Davis Advisors, Samantha McLemore - Patient Capital Management |
O |
| TGT- |
2 |
Bruce Berkowitz - Fairholme Capital, Lee Ainslie - Maverick Capital |
O |
| FG- |
2 |
First Eagle Investment Management, Third Avenue Management |
O |
| EXPE- |
2 |
Torray Funds, Lee Ainslie - Maverick Capital |
O |
| SLM- |
1 |
Michael Burry - Scion Asset Management |
P |
| KEX- |
1 |
Alex Roepers - Atlantic Investment Management |
|
| RKT- |
1 |
Leon Cooperman |
|
| FLS- |
1 |
Alex Roepers - Atlantic Investment Management |
|
| META- |
1 |
Bill Ackman - Pershing Square Capital Management |
|
| BLK- |
1 |
ValueAct Capital |
|
| DCH- |
1 |
Alex Roepers - Atlantic Investment Management |
|
| ASML- |
1 |
Stephen Mandel - Lone Pine Capital |
|
| MCO- |
1 |
John Armitage - Egerton Capital |
|
| DASH- |
1 |
Stephen Mandel - Lone Pine Capital |
|
| CSCO- |
1 |
AKO Capital |
|
| AKAM- |
1 |
Hillman Value Fund |
|
| BDX- |
1 |
Steven Romick - FPA Crescent Fund |
|
| CRM- |
1 |
Harry Burn - Sound Shore |
|
| OMC- |
1 |
John Rogers - Ariel Appreciation Fund |
|
| CRS- |
1 |
Stephen Mandel - Lone Pine Capital |
|
| VMC- |
1 |
John Armitage - Egerton Capital |
|
| MSA- |
1 |
Ruane Cunniff - Sequoia Fund |
|
| OKE- |
1 |
Torray Funds |
|
| TRGP- |
1 |
Bill Nygren - Oakmark Select Fund |
|
| WYNN- |
1 |
John Armitage - Egerton Capital |
|
| THC- |
1 |
Stephen Mandel - Lone Pine Capital |
|
| ACN- |
1 |
Ruane Cunniff - Sequoia Fund |
|
| AZE.BR- |
1 |
Steven Romick - FPA Crescent Fund |
|
| QXO- |
1 |
Harry Burn - Sound Shore |
|
| CMG- |
1 |
Daniel Loeb - Third Point |
|
| UBER- |
1 |
John Armitage - Egerton Capital |
|
| CLH- |
1 |
Stephen Mandel - Lone Pine Capital |
|
| DB- |
1 |
Third Avenue Management |
|
| CEG- |
1 |
Daniel Loeb - Third Point |
|
| INTU- |
1 |
Torray Funds |
|
| UA- |
1 |
Prem Watsa - Fairfax Financial Holdings |
|
| CPT- |
1 |
Lee Ainslie - Maverick Capital |
|
| BP- |
1 |
Harry Burn - Sound Shore |
|
| AFRM- |
1 |
Stephen Mandel - Lone Pine Capital |
|
| ICE- |
1 |
Viking Global Investors |
|
| CHYM- |
1 |
Samantha McLemore - Patient Capital Management |
|
| ALGN- |
1 |
Ruane Cunniff - Sequoia Fund |
|
| ENTG- |
1 |
Stephen Mandel - Lone Pine Capital |
|
| APG- |
1 |
Daniel Loeb - Third Point |
|
| WBD- |
1 |
David Einhorn - Greenlight Capital |
|
| CROX- |
1 |
Li Lu - Himalaya Capital Management |
|
| AGX- |
1 |
Lee Ainslie - Maverick Capital |
|
| COMP- |
1 |
Lee Ainslie - Maverick Capital |
|
| BFAM- |
1 |
Francois Rochon - Giverny Capital |
|
| DKS- |
1 |
Viking Global Investors |
|
| LBRDK- |
1 |
Steven Romick - FPA Crescent Fund |
|
| HSIC- |
1 |
David Einhorn - Greenlight Capital |
|
| AR- |
1 |
David Einhorn - Greenlight Capital |
|
| BKV- |
1 |
David Einhorn - Greenlight Capital |
|
| GPN- |
1 |
David Einhorn - Greenlight Capital |
|
| NPCPF- |
1 |
Steven Romick - FPA Crescent Fund |
|
| STLA- |
1 |
Viking Global Investors |
|
| CCL- |
1 |
Viking Global Investors |
|
| LPX- |
1 |
Mason Hawkins - Longleaf Partners |
|
| UNF- |
1 |
Tweedy Browne Co. - Tweedy Browne Value Fund |
|
| NOV- |
1 |
Steven Romick - FPA Crescent Fund |
|
| IWF- |
1 |
David Rolfe - Wedgewood Partners |
|
| MSI- |
1 |
Jensen Investment Management |
|
| UNH- |
1 |
Viking Global Investors |
|
| ADT- |
1 |
Charles Bobrinskoy - Ariel Focus Fund |
|
| SSMXY- |
1 |
Tweedy Browne Co. - Tweedy Browne Value Fund |
|
| FND- |
1 |
Meridian Contrarian Fund |
|
| PVH- |
1 |
Meridian Contrarian Fund |
|
| BALL- |
1 |
David Tepper - Appaloosa Management |
|
| MKGAF- |
1 |
Steven Romick - FPA Crescent Fund |
|
| ERII- |
1 |
Meridian Contrarian Fund |
|
| MRP- |
1 |
Bill Miller - Miller Value Partners |
|
| FDS- |
1 |
John Rogers - Ariel Appreciation Fund |
|
| IMDZF- |
1 |
Steven Romick - FPA Crescent Fund |
|
| LII- |
1 |
Viking Global Investors |
|
| LMT- |
1 |
Robert Olstein - Olstein Capital Management |
|
| BN- |
1 |
Dodge & Cox |
|
| SLDE- |
1 |
David Einhorn - Greenlight Capital |
|
| TW- |
1 |
Viking Global Investors |
|
| JBS- |
1 |
Christopher Davis - Davis Advisors |
|
| AJG- |
1 |
Viking Global Investors |
|
| WLTH- |
1 |
Chase Coleman - Tiger Global Management |
|
| HRSEF- |
1 |
Steven Romick - FPA Crescent Fund |
|
| DLR- |
1 |
Viking Global Investors |
|
| LOW- |
1 |
Viking Global Investors |
|
| FIG- |
1 |
Viking Global Investors |
|
| SOLS- |
1 |
Robert Olstein - Olstein Capital Management |
|
| TFIN- |
1 |
Meridian Contrarian Fund |
|
| TNDM- |
1 |
Meridian Contrarian Fund |
|
| TRNS- |
1 |
Meridian Contrarian Fund |
|
| BBY- |
1 |
Meridian Contrarian Fund |
|
| KRSP- |
1 |
Howard Marks - Oaktree Capital Management |
|
| FSV- |
1 |
Third Avenue Management |
|
| FLG- |
1 |
Third Avenue Management |
|
| RYCEY- |
1 |
Ruane Cunniff - Sequoia Fund |
|
| BA- |
1 |
Sarah Ketterer - Causeway Capital Management |
|
| BAH- |
1 |
Sarah Ketterer - Causeway Capital Management |
|
| CTRI- |
1 |
Lee Ainslie - Maverick Capital |
|
| CNTA- |
1 |
Lee Ainslie - Maverick Capital |
|
| INFY- |
1 |
Howard Marks - Oaktree Capital Management |
|
| NTNX- |
1 |
Terry Smith - Fundsmith |
|
| RIOT- |
1 |
Viking Global Investors |
|
| SDXOF- |
1 |
Steven Romick - FPA Crescent Fund |
|
| ZTS- |
1 |
Mairs & Power Growth Fund |
|
| AVTR- |
1 |
Steven Romick - FPA Crescent Fund |
|
| ONIT- |
1 |
Howard Marks - Oaktree Capital Management |
|
| IQV- |
1 |
Viking Global Investors |
|
| SNDX- |
1 |
Torray Funds |
|
| WIX- |
1 |
Daniel Loeb - Third Point |
|
| CF- |
1 |
Bruce Berkowitz - Fairholme Capital |
|
| BRKR- |
1 |
Meridian Contrarian Fund |
|
| FRMI- |
1 |
Meridian Contrarian Fund |
|
| VSTM- |
1 |
Torray Funds |
|
| CSX- |
1 |
Daniel Loeb - Third Point |
|
| RPHCF- |
1 |
Steven Romick - FPA Crescent Fund |
|
| TFX- |
1 |
Greenhaven Associates |
|
| ADMA- |
1 |
Terry Smith - Fundsmith |
|
| JGRW- |
1 |
Jensen Investment Management |
|
| WST- |
1 |
Viking Global Investors |
|
| BIL- |
1 |
Yacktman Asset Management |
|
| TDG- |
1 |
Stephen Mandel - Lone Pine Capital |
|
| QURE- |
1 |
Lee Ainslie - Maverick Capital |
|
| VALE- |
1 |
Sarah Ketterer - Causeway Capital Management |
|
| CRDO- |
1 |
Duan Yongping - H&H International Investment |
|
| CRWV- |
1 |
Duan Yongping - H&H International Investment |
|
| HLT- |
1 |
Stephen Mandel - Lone Pine Capital |
|
| IEX- |
1 |
Dodge & Cox |
|
| CNI- |
1 |
Prem Watsa - Fairfax Financial Holdings |
|
| CTEV- |
1 |
Daniel Loeb - Third Point |
|
| NRP- |
1 |
Bruce Berkowitz - Fairholme Capital |
|
| SPRY- |
1 |
Daniel Loeb - Third Point |
|
| KRUS- |
1 |
Lee Ainslie - Maverick Capital |
|
| ADBE- |
1 |
Lee Ainslie - Maverick Capital |
|
| CHTR- |
1 |
Lee Ainslie - Maverick Capital |
|
| CWH- |
1 |
Lee Ainslie - Maverick Capital |
|
| EFX- |
1 |
Lee Ainslie - Maverick Capital |
|
| ERIE- |
1 |
Lee Ainslie - Maverick Capital |
|
| HRB- |
1 |
Lee Ainslie - Maverick Capital |
|
| IMAX- |
1 |
Lee Ainslie - Maverick Capital |
|
| LZ- |
1 |
Lee Ainslie - Maverick Capital |
|
| MUSA- |
1 |
Lee Ainslie - Maverick Capital |
|
| NFLX- |
1 |
Lee Ainslie - Maverick Capital |
|
| OLLI- |
1 |
Lee Ainslie - Maverick Capital |
|
| RHI- |
1 |
Greenhaven Associates |
|
| ROOT- |
1 |
Lee Ainslie - Maverick Capital |
|
| RVLV- |
1 |
Lee Ainslie - Maverick Capital |
|
| SITE- |
1 |
Lee Ainslie - Maverick Capital |
|
| TMHC- |
1 |
Greenhaven Associates |
|
| FVRR- |
1 |
Lee Ainslie - Maverick Capital |
|
| IVV- |
1 |
Polen Capital Management |
|
| MCD- |
1 |
Lee Ainslie - Maverick Capital |
|
| TEM- |
1 |
Duan Yongping - H&H International Investment |
|
| VWO- |
1 |
Sarah Ketterer - Causeway Capital Management |
|
| AAL- |
1 |
Lee Ainslie - Maverick Capital |
|
| ANF- |
1 |
Lee Ainslie - Maverick Capital |
|
| BJ- |
1 |
Lee Ainslie - Maverick Capital |
|
| CAG- |
1 |
Lee Ainslie - Maverick Capital |
|
| COST- |
1 |
Lee Ainslie - Maverick Capital |
|
| DGEAF- |
1 |
Thomas Russo - Gardner Russo & Quinn |
|
| ETSY- |
1 |
Lee Ainslie - Maverick Capital |
|
| MKC- |
1 |
Lee Ainslie - Maverick Capital |
|
| NKE- |
1 |
Lee Ainslie - Maverick Capital |
|
| SEB- |
1 |
Lee Ainslie - Maverick Capital |
|
| SIVR- |
1 |
Christopher Bloomstran - Semper Augustus |
|
| SN- |
1 |
Lee Ainslie - Maverick Capital |
|
| TPR- |
1 |
Lee Ainslie - Maverick Capital |
|
| UAL- |
1 |
Lee Ainslie - Maverick Capital |
|
| VLO- |
1 |
Lee Ainslie - Maverick Capital |
|
| BMY- |
1 |
David Katz - Matrix Asset Advisors |
|
| DORM- |
1 |
First Eagle Investment Management |
|
| EBAY- |
1 |
Lee Ainslie - Maverick Capital |
|
| EFXT- |
1 |
Sarah Ketterer - Causeway Capital Management |
|
| EXP- |
1 |
First Eagle Investment Management |
|
| EZA- |
1 |
Sarah Ketterer - Causeway Capital Management |
|
| HSY- |
1 |
Lee Ainslie - Maverick Capital |
|
| LUV- |
1 |
Lee Ainslie - Maverick Capital |
|
| MAR- |
1 |
Lee Ainslie - Maverick Capital |
|
| MZTI- |
1 |
Lee Ainslie - Maverick Capital |
|
| PRTH- |
1 |
Prem Watsa - Fairfax Financial Holdings |
|
| RACE- |
1 |
Jensen Investment Management |
|
| RELY- |
1 |
First Eagle Investment Management |
|
| RH- |
1 |
Lee Ainslie - Maverick Capital |
|
| WDFC- |
1 |
Lee Ainslie - Maverick Capital |
|
| WMT- |
1 |
Lee Ainslie - Maverick Capital |
|
| YUM- |
1 |
Lee Ainslie - Maverick Capital |
|
| ABNB- |
1 |
Lee Ainslie - Maverick Capital |
|
| AKBLF- |
1 |
Thomas Russo - Gardner Russo & Quinn |
|
| ALGT- |
1 |
First Eagle Investment Management |
|
| ASHR- |
1 |
Sarah Ketterer - Causeway Capital Management |
|
| BFLY- |
1 |
Polen Capital Management |
|
| BRO- |
1 |
Thomas Gayner - Markel Group |
|
| BROS- |
1 |
Lee Ainslie - Maverick Capital |
|
| CPB- |
1 |
Lee Ainslie - Maverick Capital |
|
| CUBE- |
1 |
Christopher Davis - Davis Advisors |
|
| DOX- |
1 |
Jensen Investment Management |
|
| ENR- |
1 |
Lee Ainslie - Maverick Capital |
|
| ERO- |
1 |
Polen Capital Management |
|
| ESTA- |
1 |
Polen Capital Management |
|
| EWZ- |
1 |
Sarah Ketterer - Causeway Capital Management |
|
| GEN- |
1 |
Lee Ainslie - Maverick Capital |
|
| INMD- |
1 |
Sarah Ketterer - Causeway Capital Management |
|
| KRSP.WS- |
1 |
Howard Marks - Oaktree Capital Management |
|
| PL- |
1 |
Polen Capital Management |
|
| SEI- |
1 |
Polen Capital Management |
|
| SHG- |
1 |
Lee Ainslie - Maverick Capital |
|
| SPHR- |
1 |
Polen Capital Management |
|
| SVV- |
1 |
Lee Ainslie - Maverick Capital |
|
| VTI- |
1 |
Polen Capital Management |
|
| AORT- |
1 |
Polen Capital Management |
|
| APEI- |
1 |
Polen Capital Management |
|
| APPN- |
1 |
Polen Capital Management |
|
| AXTI- |
1 |
Polen Capital Management |
|
| BW- |
1 |
Polen Capital Management |
|
| CCO- |
1 |
Polen Capital Management |
|
| CELC- |
1 |
Polen Capital Management |
|
| CPS- |
1 |
Polen Capital Management |
|
| CSIQ- |
1 |
Polen Capital Management |
|
| CYTK- |
1 |
Polen Capital Management |
|
| DNLI- |
1 |
Polen Capital Management |
|
| ESPR- |
1 |
Polen Capital Management |
|
| FIGR- |
1 |
Polen Capital Management |
|
| FIGS- |
1 |
Polen Capital Management |
|
| FIX- |
1 |
Sarah Ketterer - Causeway Capital Management |
|
| FROG- |
1 |
Polen Capital Management |
|
| FRPT- |
1 |
Lee Ainslie - Maverick Capital |
|
| GAP- |
1 |
Polen Capital Management |
|
| GDYN- |
1 |
Polen Capital Management |
|
| GGAL- |
1 |
Polen Capital Management |
|
| GHM- |
1 |
Polen Capital Management |
|
| GRBK- |
1 |
Polen Capital Management |
|
| HLLY- |
1 |
Polen Capital Management |
|
| HQY- |
1 |
Polen Capital Management |
|
| IBM- |
1 |
Thomas Russo - Gardner Russo & Quinn |
|
| IOO- |
1 |
Polen Capital Management |
|
| JNJ- |
1 |
Thomas Russo - Gardner Russo & Quinn |
|
| KRMN- |
1 |
Polen Capital Management |
|
| KURA- |
1 |
Polen Capital Management |
|
| LQDA- |
1 |
Polen Capital Management |
|
| LYFT- |
1 |
Polen Capital Management |
|
| MAMA- |
1 |
Polen Capital Management |
|
| MESO- |
1 |
Polen Capital Management |
|
| NAMS- |
1 |
Polen Capital Management |
|
| NUVL- |
1 |
Polen Capital Management |
|
| OLMA- |
1 |
Polen Capital Management |
|
| PACB- |
1 |
Polen Capital Management |
|
| PDS- |
1 |
Sarah Ketterer - Causeway Capital Management |
|
| PGEN- |
1 |
Polen Capital Management |
|
| PRLB- |
1 |
Polen Capital Management |
|
| PSNL- |
1 |
Polen Capital Management |
|
| RKLB- |
1 |
Polen Capital Management |
|
| SCWO- |
1 |
David Katz - Matrix Asset Advisors |
|
| SPGI- |
1 |
Glenn Greenberg - Brave Warrior Advisors |
|