Institutional Fund Moves

Egerton Capital Added Amazon (AMZN)

Shares +32% · +12.0% of the fund

Egerton Capital Added Amphenol (APH)

Shares +120% · +9.2% of the fund

Egerton Capital Added Nvidia (NVDA)

Shares +9% · +8.7% of the fund

Egerton Capital Added Devon Energy (DVN)

Shares +43% · +5.1% of the fund

Egerton Capital Added SPGI S&P Global (SPGI)

Shares +125% · +3.2% of the fund

Egerton Capital Added FERG Ferguson Enterprises (FERG)

Shares +5% · +2.4% of the fund

Egerton Capital Added Linde plc (LIN)

Shares +34% · +1.9% of the fund

Egerton Capital Added AWI Armstrong World Industries, Inc. (AWI)

Shares +7% · +1.6% of the fund

Whale Rock Added Advanced Micro Devices (AMD)

Shares +2081% · +7.0% of the fund

Whale Rock Added TTMI TTM Technologies (TTMI)

Shares +20% · +6.4% of the fund

Whale Rock Added Amazon (AMZN)

Shares +35% · +4.7% of the fund

Whale Rock Added Coherent Corp. (COHR)

Shares +25% · +3.9% of the fund

Whale Rock Added FN Fabrinet (FN)

Shares +22% · +3.4% of the fund

Whale Rock Added Viavi Solutions (VIAV)

Shares +98% · +2.6% of the fund

Whale Rock Added Carvana (CVNA)

Shares +386% · +2.3% of the fund

Whale Rock Added Apple Inc. (AAPL)

Shares +3% · +0.2% of the fund

Viking Global Added Air Products (APD)

Shares +16% · +4.0% of the fund

Viking Global Added Sherwin-Williams (SHW)

Shares +25% · +3.8% of the fund

Viking Global Added Meta Platforms (META)

Shares +76% · +3.0% of the fund

Viking Global Added TMO Thermo Fisher Scientific (TMO)

Shares +16% · +2.8% of the fund

Viking Global Added JPMorgan Chase (JPM)

Shares +7% · +2.7% of the fund

Viking Global Added Amazon (AMZN)

Shares +210% · +2.5% of the fund

Viking Global Added Carvana (CVNA)

Shares +343% · +2.3% of the fund

Viking Global Added BA Boeing (BA)

Shares +2% · +2.0% of the fund

ValueAct Added Rocket Companies, Inc. (RKT)

Shares +48% · +11.6% of the fund

ValueAct Added BLK BlackRock (BLK)

Shares +7% · +9.9% of the fund

ValueAct Added TOST Toast, Inc. (TOST)

Shares +10% · +7.0% of the fund

ValueAct Added KKR & Co. (KKR)

Shares +8% · +5.8% of the fund

ValueAct Added Spotify Technology S.A. (SPOT)

Shares +47% · +4.3% of the fund

ValueAct Added CBRE Group (CBRE)

Shares +323% · +2.4% of the fund

Tiger Global Added Corpay (CPAY)

Shares +23% · +3.0% of the fund

Tiger Global Added CPNG Coupang, Inc. (CPNG)

Shares +5% · +2.6% of the fund

Tiger Global Added INTC Intel (INTC)

Shares +160% · +2.5% of the fund

Tiger Global Added Block, Inc. (XYZ)

Shares +14% · +1.5% of the fund

Tiger Global Added MercadoLibre, Inc. (MELI)

Shares +13% · +1.1% of the fund

Third Point Added Alphabet Inc. (Class A) (GOOGL)

Shares +486% · +9.1% of the fund

Third Point Added CRH plc (CRH)

Shares +16% · +5.8% of the fund

Third Point Added Taiwan Semiconductor Mfg. (TSM)

Shares +67% · +5.5% of the fund

Third Point Added Live Nation Entertainment (LYV)

Shares +144% · +5.2% of the fund

Third Point Added Somnigroup International (SGI)

Shares +13% · +5.0% of the fund

Third Point Added Norfolk Southern (NSC)

Shares +500% · +4.7% of the fund

Third Point Added Capital One (COF)

Shares +489% · +4.1% of the fund

Third Point Added Hut 8 Corp. (HUT)

Shares +51% · +3.8% of the fund

TCI Fund Management Added Alphabet Inc. (Class C) (GOOG)

Shares +12% · +6.7% of the fund

Stockbridge Partners Added Alphabet Inc. (Class A) (GOOGL)

Shares +28% · +9.4% of the fund

Stockbridge Partners Added Liberty Media Corporation - Ser (FWONK)

Shares +395% · +7.2% of the fund

Stockbridge Partners Added V Visa Inc. (V)

Shares +65% · +4.0% of the fund

Stockbridge Partners Added Allison Transmission (ALSN)

Shares +46% · +3.6% of the fund

Stockbridge Partners Added Mastercard (MA)

Shares +55% · +3.5% of the fund

Stockbridge Partners Added Guidewire Software (GWRE)

Shares +457% · +2.0% of the fund

Stockbridge Partners Added Martin Marietta Materials (MLM)

Shares +32% · +0.5% of the fund

Situational Awareness Added Sandisk (SNDK)

Shares +119% · +28.1% of the fund

Situational Awareness Added Micron Technology (MU)

Shares +27712% · +27.6% of the fund

Situational Awareness Added Taiwan Semiconductor Mfg. (TSM)

Shares +11714% · +6.3% of the fund

Situational Awareness Added CoreWeave, Inc. (CRWV)

Shares +4% · +3.7% of the fund

Situational Awareness Added Applied Digital Corporation (APLD)

Shares +14% · +2.3% of the fund

Situational Awareness Added Riot Platforms, Inc. (RIOT)

Shares +49% · +2.3% of the fund

Situational Awareness Added SharonAI Holdings, Inc. (SHAZ)

Shares +578% · +2.3% of the fund

Situational Awareness Added Solaris Energy Infrastructure, Inc. (SEI)

Shares +2% · +0.5% of the fund

Semper Augustus Added Berkshire Hathaway (BRK-B)

Shares +8% · +15.5% of the fund

Semper Augustus Added Alaska Air Group (ALK)

Shares +6% · +10.6% of the fund

Semper Augustus Added BRK Berkshire Hathaway Inc. (BRK-A)

Shares +3% · +10.2% of the fund

Semper Augustus Added Dollar General (DG)

Shares +3% · +8.7% of the fund

Semper Augustus Added Dollar Tree (DLTR)

Shares +3% · +7.2% of the fund

Semper Augustus Added Builders FirstSource, Inc. (BLDR)

Shares +143% · +5.6% of the fund

Semper Augustus Added Olin Corporation (OLN)

Shares +6% · +4.8% of the fund

Semper Augustus Added KGC (KGC)

Shares +3% · +4.1% of the fund

Sachem Head Added Primo Brands Corporation (PRMB)

Shares +4% · +9.0% of the fund

Sachem Head Added Carvana (CVNA)

Shares +466% · +6.1% of the fund

Sachem Head Added Sotera Health (SHC)

Shares +34% · +5.7% of the fund

Sachem Head Added RSP Invesco S&P 500 Equal Weight ET (RSP)

Shares +35% · +1.2% of the fund

Ruane Cunniff (Sequoia) Added ICON plc (ICLR)

Shares +25% · +5.5% of the fund

Ruane Cunniff (Sequoia) Added SAP SE (SAP)

Shares +65% · +3.0% of the fund

Ruane Cunniff (Sequoia) Added Group 1 Automotive, Inc. (GPI)

Shares +22% · +0.0% of the fund

Ruane Cunniff (Sequoia) Added VTI Vanguard Morningstar Total Stoc (VTI)

Shares +8% · +0.0% of the fund

Ruane Cunniff (Sequoia) Added Vanguard Total International St (VXUS)

Shares +9% · +0.0% of the fund

Ruane Cunniff (Sequoia) Added Smith Douglas Homes Corp. (SDHC)

Shares +88% · +0.0% of the fund

Point72 Added MKS Instruments (MKSI)

Shares +24% · +1.4% of the fund

Point72 Added Seagate Technology (STX)

Shares +51% · +1.3% of the fund

Point72 Added SNOW (SNOW)

Shares +2449% · +1.1% of the fund

Point72 Added Procter & Gamble (PG)

Shares +106% · +1.0% of the fund

Point72 Added RTX Corporation (RTX)

Shares +61% · +1.0% of the fund

Point72 Added Capital One (COF)

Shares +53% · +0.8% of the fund

Point72 Added Oracle Corporation (ORCL)

Shares +188% · +0.8% of the fund

Point72 Added Mondelez International (MDLZ)

Shares +67% · +0.8% of the fund

Lone Pine Added Medline Inc. (MDLN)

Shares +78% · +5.1% of the fund

Lone Pine Added Carvana (CVNA)

Shares +500% · +4.2% of the fund

Lone Pine Added PFGC Performance Food Group (PFGC)

Shares +47% · +4.0% of the fund

Lone Pine Added Nu Holdings Ltd. (NU)

Shares +24% · +3.9% of the fund

Lone Pine Added TeraWulf Inc. (WULF)

Shares +21% · +3.6% of the fund

Lone Pine Added US Foods (USFD)

Shares +29% · +3.1% of the fund

Lone Pine Added Alphabet Inc. (Class A) (GOOGL)

Shares +15% · +0.5% of the fund

Lone Pine Added V Visa Inc. (V)

Shares +79% · +0.3% of the fund

Light Street Added GitLab Inc. (GTLB)

Shares +66% · +7.0% of the fund

Light Street Added Broadcom (AVGO)

Shares +2% · +6.8% of the fund

Light Street Added Amkor Technology (AMKR)

Shares +47% · +6.0% of the fund

Light Street Added Chime Financial, Inc. (CHYM)

Shares +6% · +5.3% of the fund

Light Street Added CPNG Coupang, Inc. (CPNG)

Shares +92% · +4.1% of the fund

Light Street Added Bloom Energy (BE)

Shares +66% · +3.0% of the fund

Light Street Added Cellebrite DI Ltd. (CLBT)

Shares +105% · +2.3% of the fund

Himalaya Capital Added PDD Holdings Inc. (PDD)

Shares +134% · +22.2% of the fund

Himalaya Capital Added Berkshire Hathaway (BRK-B)

Shares +23% · +15.0% of the fund

H&H International Added PDD Holdings Inc. (PDD)

Shares +27% · +10.0% of the fund

H&H International Added Walt Disney Company (The) (DIS)

Shares +13% · +0.9% of the fund

Greenlight (DME Capital) Added Core Natural Resources, Inc. (CNR)

Shares +23% · +4.7% of the fund

Greenlight (DME Capital) Added Graphic Packaging (GPK)

Shares +9% · +2.7% of the fund

Greenlight (DME Capital) Added BKV Corporation (BKV)

Shares +15% · +2.2% of the fund

Greenlight (DME Capital) Added Sotera Health (SHC)

Shares +100% · +1.9% of the fund

Greenlight (DME Capital) Added Dauch Corporation (DCH)

Shares +96% · +1.7% of the fund

Greenlight (DME Capital) Added Henry Schein (HSIC)

Shares +20% · +1.6% of the fund

Greenlight (DME Capital) Added Antero Resources (AR)

Shares +95% · +1.4% of the fund

Greenlight (DME Capital) Added Resideo Technologies, Inc. (REZI)

Shares +8% · +1.4% of the fund

Glenview Capital Added Global Payments (GPN)

Shares +40% · +12.9% of the fund

Glenview Capital Added Tenet Health (THC)

Shares +47% · +8.4% of the fund

Glenview Capital Added TMO Thermo Fisher Scientific (TMO)

Shares +150% · +6.3% of the fund

Glenview Capital Added Amazon (AMZN)

Shares +20% · +6.1% of the fund

Glenview Capital Added Danaher Corporation (DHR)

Shares +633% · +4.4% of the fund

Glenview Capital Added Meta Platforms (META)

Shares +191% · +4.0% of the fund

Glenview Capital Added Viatris (VTRS)

Shares +9% · +3.1% of the fund

Glenview Capital Added Uber (UBER)

Shares +23% · +2.6% of the fund

Giverny Capital Added Charles Schwab Corporation (SCHW)

Shares +9% · +5.2% of the fund

Giverny Capital Added Automatic Data Processing (ADP)

Shares +56% · +4.9% of the fund

Giverny Capital Added Progressive Corporation (PGR)

Shares +3% · +4.0% of the fund

Giverny Capital Added Booking Holdings (BKNG)

Shares +2375% · +3.1% of the fund

Giverny Capital Added Kinsale Capital Group (KNSL)

Shares +10% · +2.7% of the fund

Giverny Capital Added Bright Horizons Family Solutions Inc. (BFAM)

Shares +46% · +2.6% of the fund

Giverny Capital Added ResMed| (RMD)

Shares +69% · +2.5% of the fund

Giverny Capital Added TWFG (TWFG)

Shares +18% · +0.5% of the fund

Fundsmith Added Badger Meter, Inc. (BMI)

Shares +23% · +0.2% of the fund

Fundsmith Added Clorox (CLX)

Shares +5% · +0.2% of the fund

Fundsmith Added Manhattan Associates (MANH)

Shares +43% · +0.2% of the fund

Fundsmith Added Napco Security Technologies (NSSC)

Shares +58% · +0.2% of the fund

Fairfax Financial Added KHC Kraft Heinz (KHC)

Shares +172% · +12.8% of the fund

Fairfax Financial Added UAA Under Armour (Class A) (UAA)

Shares +5% · +11.0% of the fund

Fairfax Financial Added Molson Coors Beverage Company (TAP)

Shares +39% · +2.9% of the fund

Fairfax Financial Added The Wendy's Company (WEN)

Shares +145% · +2.5% of the fund

Fairfax Financial Added Pfizer (PFE)

Shares +5% · +1.0% of the fund

Elliott Added Hewlett Packard Enterprise (HPE)

Shares +18% · +10.2% of the fund

Elliott Added Norwegian Cruise Line Holdings (NCLH)

Shares +11% · +2.2% of the fund

Durable Capital Added FERG Ferguson Enterprises (FERG)

Shares +36% · +6.9% of the fund

Durable Capital Added Carvana (CVNA)

Shares +575% · +4.3% of the fund

Durable Capital Added FN Fabrinet (FN)

Shares +179% · +3.3% of the fund

Durable Capital Added CRH plc (CRH)

Shares +80% · +2.8% of the fund

Durable Capital Added SHOP (SHOP)

Shares +140% · +2.6% of the fund

Durable Capital Added Flowserve (FLS)

Shares +206% · +2.1% of the fund

Durable Capital Added XMTR XMTR (XMTR)

Shares +1732% · +1.0% of the fund

Durable Capital Added Goosehead Insurance, Inc. (GSHD)

Shares +18% · +0.9% of the fund

Duquesne Family Office Added Natera, Inc. (NTRA)

Shares +4% · +19.9% of the fund

Duquesne Family Office Added Taiwan Semiconductor Mfg. (TSM)

Shares +19% · +6.5% of the fund

Duquesne Family Office Added STMicroelectronics N.V. (STM)

Shares +19% · +5.3% of the fund

Duquesne Family Office Added Insmed Inc. (INSM)

Shares +23% · +3.5% of the fund

Duquesne Family Office Added Amazon (AMZN)

Shares +1083% · +3.0% of the fund

Duquesne Family Office Added Seagate Technology (STX)

Shares +141% · +2.7% of the fund

Duquesne Family Office Added United Airlines Holdings (UAL)

Shares +203% · +2.5% of the fund

Duquesne Family Office Added Revolution Medicines, Inc. (RVMD)

Shares +27% · +1.7% of the fund

D1 Capital Added Nu Holdings Ltd. (NU)

Shares +72% · +1.7% of the fund

D1 Capital Added Johnson Controls (JCI)

Shares +207% · +1.6% of the fund

D1 Capital Added US Foods (USFD)

Shares +5% · +1.3% of the fund

D1 Capital Added Sherwin-Williams (SHW)

Shares +164% · +1.2% of the fund

D1 Capital Added TMO Thermo Fisher Scientific (TMO)

Shares +13% · +1.2% of the fund

D1 Capital Added Somnigroup International (SGI)

Shares +6% · +1.1% of the fund

D1 Capital Added FERG Ferguson Enterprises (FERG)

Shares +267% · +0.9% of the fund

D1 Capital Added Walt Disney Company (The) (DIS)

Shares +22% · +0.8% of the fund

Coatue Added Micron Technology (MU)

Shares +1794% · +7.5% of the fund

Coatue Added Amazon (AMZN)

Shares +49% · +5.8% of the fund

Coatue Added Broadcom (AVGO)

Shares +6% · +4.5% of the fund

Coatue Added Eaton Corporation (ETN)

Shares +5% · +4.4% of the fund

Coatue Added Alphabet Inc. (Class A) (GOOGL)

Shares +13% · +3.6% of the fund

Coatue Added Equinix (EQIX)

Shares +17% · +2.7% of the fund

Coatue Added Microsoft (MSFT)

Shares +18% · +2.3% of the fund

Coatue Added Carvana (CVNA)

Shares +381% · +0.4% of the fund

Brave Warrior Added ICON plc (ICLR)

Shares +5% · +11.9% of the fund

Brave Warrior Added RYAAY (RYAAY)

Shares +30% · +5.6% of the fund

Brave Warrior Added HCA Healthcare (HCA)

Shares +263% · +0.0% of the fund

Brave Warrior Added Microsoft (MSFT)

Shares +111% · +0.0% of the fund

Brave Warrior Added Amazon (AMZN)

Shares +89% · +0.0% of the fund

Brave Warrior Added Mastercard (MA)

Shares +178% · +0.0% of the fund

Berkshire Hathaway Added Alphabet Inc. (Class A) (GOOGL)

Shares +45% · +9.4% of the fund

Berkshire Hathaway Added Alphabet Inc. (Class C) (GOOG)

Shares +658% · +3.2% of the fund

Berkshire Hathaway Added Delta Air Lines (DAL)

Shares +44% · +1.8% of the fund

Berkshire Hathaway Added LEN Lennar (LEN)

Shares +30% · +0.4% of the fund

Berkshire Hathaway Added New York Times Company (NYT)

Shares +4% · +0.4% of the fund

Berkshire Hathaway Added Macy's (M)

Shares +142% · +0.1% of the fund

Berkshire Hathaway Added LEN Lennar Corporation (LEN-B)

Shares +25% · +0.0% of the fund

Atreides Added Credo Technology Group Holding (CRDO)

Shares +3% · +2.8% of the fund

Atreides Added Palo Alto Networks (PANW)

Shares +56% · +2.7% of the fund

Atreides Added CoreWeave, Inc. (CRWV)

Shares +162% · +1.9% of the fund

Atreides Added Akamai Technologies (AKAM)

Shares +33% · +1.0% of the fund

Atreides Added AFRM Affirm Holdings, Inc. (AFRM)

Shares +7% · +0.9% of the fund

Atreides Added Wix.com Ltd. (WIX)

Shares +124% · +0.6% of the fund

Atreides Added Mastercard (MA)

Shares +89% · +0.4% of the fund

Appaloosa Added Amazon (AMZN)

Shares +16% · +16.0% of the fund

Appaloosa Added Taiwan Semiconductor Mfg. (TSM)

Shares +24% · +10.5% of the fund

Appaloosa Added Alphabet Inc. (Class C) (GOOG)

Shares +7% · +8.7% of the fund

Appaloosa Added Uber (UBER)

Shares +21% · +7.4% of the fund

Appaloosa Added Meta Platforms (META)

Shares +55% · +5.1% of the fund

Appaloosa Added VST Vistra Corp. (VST)

Shares +10% · +4.7% of the fund

Appaloosa Added Nvidia (NVDA)

Shares +4% · +4.1% of the fund

Appaloosa Added Baidu, Inc. (BIDU)

Shares +87% · +2.0% of the fund

Altimeter Added Taiwan Semiconductor Mfg. (TSM)

Shares +5% · +6.9% of the fund

Altimeter Added CoreWeave, Inc. (CRWV)

Shares +35% · +6.2% of the fund

Altimeter Added Amazon (AMZN)

Shares +16% · +5.9% of the fund

Altimeter Added Microsoft (MSFT)

Shares +7% · +4.8% of the fund

Akre Capital Added CoStar Group (CSGP)

Shares +13% · +6.5% of the fund

Akre Capital Added ServiceNow (NOW)

Shares +14% · +2.4% of the fund

ARK Invest Added Tempus AI, Inc. (TEM)

Shares +4% · +3.8% of the fund

ARK Invest Added Amazon (AMZN)

Shares +17% · +2.5% of the fund

ARK Invest Added Palantir Technologies (PLTR)

Shares +3% · +2.4% of the fund

ARK Invest Added Alphabet Inc. (Class C) (GOOG)

Shares +45% · +2.4% of the fund

ARK Invest Added Coinbase (COIN)

Shares +6% · +2.4% of the fund

ARK Invest Added Roblox Corporation (RBLX)

Shares +10% · +2.3% of the fund

ARK Invest Added Intellia Therapeutics, Inc. (NTLA)

Shares +16% · +1.9% of the fund

ARK Invest Added Nvidia (NVDA)

Shares +33% · +1.8% of the fund

Gardner Russo & Quinn Added Eurofins Scientific Nante (ERFSF)

Shares +32% · +3.6% of the fund

Gardner Russo & Quinn Added DoorDash (DASH)

Shares +18% · +2.5% of the fund

Gardner Russo & Quinn Added ALK-ABELLO A/S (AKBLF)

Shares +6% · +0.0% of the fund

Gardner Russo & Quinn Added DELH DE LONGHI SPA (DELHF)

Shares +9% · +0.0% of the fund

Gardner Russo & Quinn Added Carlsberg AS (CABJF)

Shares +3% · +0.0% of the fund

Baupost Group Added Amazon (AMZN)

Shares +20% · +16.5% of the fund

Baupost Group Added Alphabet Inc. (Class C) (GOOG)

Shares +16% · +9.0% of the fund

Baupost Group Added Genuine Parts Company (GPC)

Shares +89% · +6.1% of the fund

Baupost Group Added Norwegian Cruise Line Holdings (NCLH)

Shares +113% · +3.0% of the fund

Baupost Group Added GDS GDS Holdings Limited (GDS)

Shares +24% · +2.1% of the fund

Trian Added GE HealthCare (GEHC)

Shares +76194% · +6.8% of the fund

Markel Group Added Watsco (WSO)

Shares +3% · +1.9% of the fund

Markel Group Added Franco-Nevada Corporation (FNV)

Shares +9% · +1.2% of the fund

Markel Group Added Linde plc (LIN)

Shares +5% · +0.9% of the fund

Markel Group Added Tyson Foods (TSN)

Shares +3% · +0.4% of the fund

Markel Group Added Union Pacific Corporation (UNP)

Shares +7% · +0.3% of the fund

Markel Group Added FERG Ferguson Enterprises (FERG)

Shares +6% · +0.3% of the fund

Markel Group Added MercadoLibre, Inc. (MELI)

Shares +340% · +0.3% of the fund

Markel Group Added Marriott International (MAR)

Shares +6% · +0.3% of the fund

Lindsell Train Added Equifax (EFX)

Shares +3% · +0.1% of the fund

Lindsell Train Added Verisk Analytics (VRSK)

Shares +13% · +0.1% of the fund

Pershing Square Added Amazon (AMZN)

Shares +19% · +17.4% of the fund

Scion Asset Management Added Lululemon Athletica (LULU)

Shares +100% · +32.4% of the fund