GOOGL ALPHABET INC 34 $48.64B 4.8% Himalaya Capital , Lindsell Train +32 AMZN AMAZON COM INC 34 $30.25B 6.2% Greenlea Lane Capital , Pershing Square +32 MSFT MICROSOFT CORP 31 $14.89B 2.4% Pershing Square , Polen Capital Management +29 META META PLATFORMS INC 30 $18.68B 4.4% RV Capital , Hound Partners +28 GOOG ALPHABET INC 28 $30.70B 5.7% Himalaya Capital , Gardner Russo & Quinn +26 TSM Taiwan Semiconductor Manufac 26 $19.12B 6.0% Lansdowne Partners (UK) , Stockbridge Partners +24 V VISA INC 24 $21.21B 4.7% TCI Fund Management , Egerton Capital (UK) +22 BRK-B BERKSHIRE HATHAWAY INC DEL 23 $15.84B 7.1% Aquamarine , H&H International Investment +21 NVDA NVIDIA CORPORATION 21 $20.84B 4.8% Altimeter Capital Management , Hound Partners +19 AAPL APPLE INC 19 $74.97B 4.2% H&H International Investment , Berkshire Hathaway +17 MA MASTERCARD INCORPORATED 17 $5.24B 5.0% Akre Capital Management , Valley Forge Capital +15 UBER UBER TECHNOLOGIES INC 17 $5.10B 3.2% Pershing Square , Dorsey Asset Management +15 AVGO Broadcom Inc 16 $5.15B 2.4% Cantillon Capital Management , Light Street Capital Management +14 SPGI S&P GLOBAL INC 15 $7.01B 3.4% Valley Forge Capital , TCI Fund Management +13 NFLX NETFLIX INC. 15 $3.62B 1.3% Greenlea Lane Capital , Gardner Russo & Quinn +13 AXP AMERICAN EXPRESS CO 14 $52.53B 3.0% Berkshire Hathaway , Aquamarine +12 MCO MOODYS CORP 14 $20.02B 4.6% Valley Forge Capital , TCI Fund Management +12 AMD Advanced Micro Devices Inc 14 $3.47B 3.4% Dragoneer Investment Group , Light Street Capital Management +12 DIS DISNEY WALT CO 14 $2.30B 2.3% Lindsell Train , Corvex Management +12 AMAT APPLIED MATLS INC 13 $6.07B 2.5% Coatue Management , Cantillon Capital Management +11 BRK-A BERKSHIRE HATHAWAY INC DEL 13 $3.38B 10.4% Punch Card Management , Chou Associates +11 DHR Danaher Corp Del 13 $987.3M 1.8% Dorsey Asset Management , Weitz Investment Management +11 SPCX SPACE EXPLORATION TECHN CORP 12 $15.14B 6.2% Dragoneer Investment Group , Baillie Gifford +10 SPOT SPOTIFY TECHNOLOGY S A 12 $6.19B 1.9% Greenlea Lane Capital , ValueAct Holdings +10 CPNG Coupang Inc 12 $3.93B 1.1% Light Street Capital Management , Tiger Global +10 COF CAPITAL ONE FINL CORP 11 $7.14B 2.2% Davis Selected Advisers , Ruane, Cunniff & Goldfarb +9 LRCX Lam Research Corp 11 $7.02B 2.5% Coatue Management , Tiger Global +9 MELI Mercadolibre Inc 11 $6.75B 1.7% Durable Capital Partners , Baillie Gifford +9 SUNB SUNBELT RENTALS HOLDINGS INC 11 $6.07B 1.9% Dorsey Asset Management , Ruane, Cunniff & Goldfarb +9 SE Sea Ltd 11 $6.04B 1.4% Tiger Global , Baillie Gifford +9 PM PHILIP MORRIS INTL INC 11 $2.83B 1.4% Gardner Russo & Quinn , Fundsmith +9 CRH Crh Plc 11 $2.46B 2.4% Hound Partners , Third Point +9 FERG FERGUSON ENTERPRISES INC 11 $1.51B 2.1% Durable Capital Partners , Baupost Group +9 JPM JPMORGAN CHASE & CO 11 $1.45B 0.8% Smead Capital Management , Viking Global +9 SCHW SCHWAB CHARLES CORP 10 $11.56B 2.9% Ruane, Cunniff & Goldfarb , Giverny Capital +8 UNH UNITEDHEALTH GROUP INC 10 $5.11B 1.4% Ruane, Cunniff & Goldfarb , Smead Capital Management +8 ELV ELEVANCE HEALTH INC FORMERLY 10 $4.54B 2.5% Baupost Group , Ruane, Cunniff & Goldfarb +8 TMO Thermo Fisher Scientific Inc 10 $3.79B 2.6% Lindsell Train , Glenview Capital Management +8 ASML ASML HLDG NV 10 $3.60B 4.6% Dorsey Asset Management , Valley Forge Capital +8 CVNA Carvana Co 10 $3.41B 5.2% RV Capital , Sachem Head Capital Management +8 TXN TEXAS INSTRS INC 10 $2.22B 1.4% Fundsmith , Davis Selected Advisers +8 UNP UNION PAC CORP 10 $1.95B 1.5% Baupost Group , Corvex Management +8 ADI ANALOG DEVICES INC 10 $1.60B 3.1% Lansdowne Partners (UK) , First Pacific Advisors +8 PEP PEPSICO INC 10 $695.4M 1.0% Lindsell Train , Yacktman Asset Management +8 BAC BANK OF AMER CORP 9 $29.22B 1.9% Berkshire Hathaway , Smead Capital Management +7 MU Micron Technology Inc 9 $5.85B 3.8% Appaloosa , Coatue Management +7 NU NU HLDGS LTD 9 $4.51B 1.3% Lone Pine Capital , Baillie Gifford +7 CMCSA COMCAST CORP NEW 9 $4.31B 0.9% First Pacific Advisors , First Eagle Investment Management +7 WFC WELLS FARGO & CO 9 $4.29B 1.1% Davis Selected Advisers , Chou Associates +7 DE Deere & Co 9 $4.24B 2.4% Stockbridge Partners , Gates Foundation Trust +7 CBRS CEREBRAS SYSTEMS INC 9 $4.11B 3.0% Altimeter Capital Management , Coatue Management +7 TSLA TESLA INC 9 $3.21B 2.4% ARK Investment Management , H&H International Investment +7 LIN Linde Plc 9 $2.06B 1.7% Lansdowne Partners (UK) , Lone Pine Capital +7 KO COCA COLA CO 8 $32.75B 1.7% Berkshire Hathaway , Yacktman Asset Management +6 BN BROOKFIELD CORP 8 $6.45B 6.3% Pershing Square , Greenlea Lane Capital +6 APP APPLOVIN CORP 8 $5.89B 3.6% Dorsey Asset Management , Lone Pine Capital +6 CP CANADIAN PACIFIC KANSAS CITY 8 $4.53B 1.8% TCI Fund Management , Findlay Park Partners +6 AON AON PLC 8 $3.63B 1.9% Weitz Investment Management , Baupost Group +6 DASH DOORDASH INC 8 $2.89B 1.7% Durable Capital Partners , Gardner Russo & Quinn +6 STX Seagate Technology Hldngs Pl 8 $2.59B 3.0% Sachem Head Capital Management , Lone Pine Capital +6 INTC Intel Corp 8 $2.56B 0.9% Coatue Management , Tiger Global +6 HD HOME DEPOT INC 8 $2.10B 1.5% Lone Pine Capital , Markel Group +6 ORCL ORACLE CORP 8 $1.90B 1.2% Polen Capital Management , Cantillon Capital Management +6 SNOW SNOWFLAKE INC 8 $1.74B 1.4% Altimeter Capital Management , Light Street Capital Management +6 FWONK LIBERTY MEDIA CORP DEL 8 $1.59B 2.6% Ruane, Cunniff & Goldfarb , Stockbridge Partners +6 BABA ALIBABA GROUP HLDG LTD 8 $1.27B 0.6% Appaloosa , Chou Associates +6 LLY Eli Lilly & Co 8 $1.09B 1.2% Polen Capital Management , Glenview Capital Management +6 PYPL PAYPAL HLDGS INC 8 $487.2M 2.9% Punch Card Management , Lindsell Train +6 SNPS SYNOPSYS INC 8 $380.5M 0.2% Altimeter Capital Management , Elliott Investment Management +6 GE GE Aerospace 7 $19.73B 10.3% Trian Fund Management , TCI Fund Management +5 CVX CHEVRON CORPORATION 7 $14.03B 0.7% Berkshire Hathaway , Hosking Partners +5 BKNG BOOKING HOLDINGS INC 7 $6.00B 2.6% Dorsey Asset Management , Giverny Capital +5 SHOP Shopify Inc 7 $5.38B 2.4% Polen Capital Management , ARK Investment Management +5 GEV GE VERNOVA INC 7 $4.80B 2.4% Coatue Management , Tiger Global +5 CRM SALESFORCE INC 7 $4.40B 2.5% ValueAct Holdings , Harris Associates +5 ICE INTERCONTINENTAL EXCHANGE IN 7 $3.50B 2.1% Ruane, Cunniff & Goldfarb , Harris Associates +5 COP ConocoPhillips 7 $3.22B 1.7% Smead Capital Management , Harris Associates +5 MLM MARTIN MARIETTA MATERIALS ORD 7 $2.49B 1.9% Gardner Russo & Quinn , Select Equity Group +5 RDDT Reddit Inc 7 $2.48B 1.2% Light Street Capital Management , Tiger Global +5 MKL Markel Group, Inc 7 $2.01B 4.0% Greenlea Lane Capital , JANA Partners +5 KKR KKR & CO INC 7 $1.76B 2.7% Akre Capital Management , ValueAct Holdings +5 MSCI MSCI INC 7 $1.61B 0.9% Polen Capital Management , Viking Global +5 LYV LIVE NATION ENTERTAINMENT IN 7 $1.43B 3.3% Dorsey Asset Management , Third Point +5 ADBE ADOBE INC 7 $1.24B 0.2% Harris Associates , Dodge & Cox +5 IBKR INTERACTIVE BROKERS GROUP IN 7 $1.03B 4.0% RV Capital , Cantillon Capital Management +5 PG PROCTER & GAMBLE CO 7 $1.02B 1.2% Fundsmith , Yacktman Asset Management +5 EXMOC EXXON MOBIL CORP 7 $863.0M 0.4% First Eagle Investment Management , Semper Augustus Investments +5 ACN ACCENTURE PLC IRELAND 7 $564.7M 0.5% Ruane, Cunniff & Goldfarb , Weitz Investment Management +5 SPY STATE STR SPDR S&P 500 ETF T 7 $283.8M 2.0% JANA Partners , Soros Fund Management +5 OXY OCCIDENTAL PETE CORP 6 $17.07B 3.2% Chou Associates , Berkshire Hathaway +4 DAL DELTA AIR LINES INC 6 $7.27B 2.7% Lansdowne Partners (UK) , Harris Associates +4 CAT Caterpillar Inc 6 $7.22B 3.8% Gates Foundation Trust , Markel Group +4 BNY BANK NEW YORK MELLON CORP 6 $3.83B 0.7% First Eagle Investment Management , Dodge & Cox +4 GEHC GE HEALTHCARE TECHNOLOGIES I 6 $3.66B 1.3% Trian Fund Management , Harris Associates +4 ABNB Airbnb Inc 6 $3.16B 1.6% Harris Associates , Akre Capital Management +4 MDLN MEDLINE INC 6 $2.28B 2.4% Egerton Capital (UK) , Lone Pine Capital +4 WAT WATERS CORP 6 $2.25B 2.1% Fundsmith , Findlay Park Partners +4 MRK MERCK & CO INC 6 $1.90B 2.3% Smead Capital Management , Kahn Brothers Group +4 VMC VULCAN MATLS CO 6 $1.69B 3.0% Stockbridge Partners , Egerton Capital (UK) +4 XYZ BLOCK INC 6 $1.52B 1.8% Third Point , Glenview Capital Management +4 TDY Teledyne Technologies Inc 6 $1.49B 0.8% Findlay Park Partners , Dodge & Cox +4 MGM MGM RESORTS INTERNATIONAL 6 $1.44B 2.3% Corvex Management , Davis Selected Advisers +4 BE Bloom Energy Corp 6 $1.41B 1.7% Whale Rock Capital Management , Sands Capital Management +4 CBRE CBRE Group, Inc. 6 $1.35B 1.6% Cantillon Capital Management , ValueAct Holdings +4 CRS CARPENTER TECHNOLOGY CORP 6 $1.22B 1.4% Lone Pine Capital , Third Point +4 MCD MCDONALDS CORP 6 $920.7M 0.5% Viking Global , Soros Fund Management +4 ONON ON HLDG AG 6 $755.3M 0.7% Lone Pine Capital , Sands Capital Management +4 ENTG Entegris Inc 6 $695.4M 1.4% Cantillon Capital Management , Findlay Park Partners +4 KSPI Kaspi.KZ JSC 6 $659.3M 0.2% Sands Capital Management , Baillie Gifford +4 MCHP MICROCHIP TECHNOLOGY INC. 6 $598.6M 1.2% Muhlenkamp & Co , Hosking Partners +4 AUR Aurora Innovation Inc 6 $499.7M 0.3% Durable Capital Partners , Baillie Gifford +4 JNJ JOHNSON & JOHNSON 6 $489.6M 0.9% Yacktman Asset Management , Markel Group +4 ZTS ZOETIS INC 6 $297.5M 0.8% Ruane, Cunniff & Goldfarb , Smead Capital Management +4 BIDU Baidu Inc 6 $185.9M 0.4% Appaloosa , ARK Investment Management +4 CME CME GROUP INC 6 $67.2M 0.8% Baupost Group , Cantillon Capital Management +4 CB CHUBB LIMITED 5 $12.20B 1.2% Berkshire Hathaway , Davis Selected Advisers +3 CNI CANADIAN NATL RY CO 5 $7.53B 4.6% Gates Foundation Trust , Findlay Park Partners +3 CVS CVS HEALTH CORP 5 $7.31B 3.6% Glenview Capital Management , Davis Selected Advisers +3 PDD PDD HOLDINGS INC 5 $5.14B 9.3% Himalaya Capital , Punch Card Management +3 WTW WILLIS TOWERS WATSON PLC LTD 5 $4.82B 1.1% Harris Associates , First Eagle Investment Management +3 NET Cloudflare Inc 5 $4.42B 1.3% Baillie Gifford , Sands Capital Management +3 FISV Fiserv, Inc. 5 $4.29B 2.6% JANA Partners , Harris Associates +3 ROP ROPER TECHNOLOGIES INC 5 $3.69B 2.7% Akre Capital Management , Ruane, Cunniff & Goldfarb +3 PSX PHILLIPS 66 5 $3.56B 3.0% Elliott Investment Management , Harris Associates +3 CHTR CHARTER COMMUNICATIONS INC 5 $2.66B 0.4% Dodge & Cox , First Eagle Investment Management +3 ISRG INTUITIVE SURGICAL INC 5 $2.02B 1.0% Sands Capital Management , Polen Capital Management +3 ECL ECOLAB INC 5 $1.93B 1.4% Gates Foundation Trust , Findlay Park Partners +3 C CITIGROUP INC 5 $1.91B 6.5% Kahn Brothers Group , First Pacific Advisors +3 FICO Fair Isaac Corporation 5 $1.53B 8.9% Valley Forge Capital , Lindsell Train +3 EQIX Equinix Inc 5 $1.50B 0.8% Coatue Management , Elliott Investment Management +3 EFX EQUIFAX INC 5 $1.46B 1.2% Egerton Capital (UK) , Weitz Investment Management +3 TTMI TTM TECHNOLOGIES INC 5 $1.43B 2.3% Whale Rock Capital Management , Lone Pine Capital +3 LLYVK LIBERTY LIVE HOLDINGS INC 5 $1.35B 0.9% ValueAct Holdings , Berkshire Hathaway +3 ARM Arm Holdings Plc 5 $1.35B 4.5% Lansdowne Partners (UK) , Altimeter Capital Management +3 TDG TRANSDIGM GROUP INC 5 $1.31B 3.5% Stockbridge Partners , Select Equity Group +3 BRO BROWN & BROWN INC 5 $1.12B 0.9% Giverny Capital , Select Equity Group +3 DG DOLLAR GEN CORP 5 $1.03B 2.1% Semper Augustus Investments , First Eagle Investment Management +3 IDXX IDEXX LABS INC 5 $1.02B 1.6% Fundsmith , Polen Capital Management +3 CRWV COREWEAVE INC 5 $1.01B 1.9% Altimeter Capital Management , ARK Investment Management +3 FN FABRINET 5 $1.00B 1.4% Whale Rock Capital Management , Durable Capital Partners +3 RKT Rocket Cos Inc 5 $987.3M 2.9% ValueAct Holdings , Durable Capital Partners +3 WMT WALMART INC 5 $978.3M 0.6% Gates Foundation Trust , Soros Fund Management +3 NTRA Natera Inc 5 $974.4M 3.9% Duquesne Family Office , Coatue Management +3 QCOM QUALCOMM INC 5 $947.3M 1.2% Altimeter Capital Management , Viking Global +3 BLK BLACKROCK INC 5 $834.7M 2.9% ValueAct Holdings , Cantillon Capital Management +3 WSO WATSCO INC 5 $828.9M 0.9% Markel Group , Findlay Park Partners +3 TLN TALEN ENERGY CORP 5 $793.2M 2.9% Sachem Head Capital Management , Oaktree Capital +3 CSL CARLISLE COS INC 5 $740.6M 0.4% Sands Capital Management , First Eagle Investment Management +3 VST VISTRA CORP 5 $709.8M 2.1% Corvex Management , Appaloosa +3 LLYVA LIBERTY LIVE HOLDINGS INC 5 $699.0M 1.2% Corvex Management , Hound Partners +3 DDOG DATADOG INC 5 $678.8M 0.6% Light Street Capital Management , Sands Capital Management +3 NKE NIKE INC 5 $630.0M 0.2% Harris Associates , Markel Group +3 GS GOLDMAN SACHS GROUP INC 5 $595.6M 2.1% Hound Partners , Markel Group +3 INTU Intuit Inc. 5 $540.4M 2.2% Lindsell Train , Yacktman Asset Management +3 DLR DIGITAL RLTY TR INC 5 $537.2M 0.6% Soros Fund Management , Viking Global +3 A AGILENT TECHNOLOGIES INC 5 $532.9M 2.1% Glenview Capital Management , Cantillon Capital Management +3 FROG JFrog Ltd 5 $529.5M 1.7% Light Street Capital Management , Whale Rock Capital Management +3 SBUX STARBUCKS CORP 5 $489.1M 0.8% Polen Capital Management , Semper Augustus Investments +3 WWD Woodward Inc 5 $423.1M 1.3% Findlay Park Partners , Stockbridge Partners +3 CPA Copa Holdings SA 5 $396.4M 0.1% Baillie Gifford , Hosking Partners +3 ROL ROLLINS INC 5 $383.0M 0.5% Select Equity Group , Polen Capital Management +3 TECH BIO-TECHNE CORP 5 $352.4M 1.4% Ruane, Cunniff & Goldfarb , Weitz Investment Management +3 CSCO CISCO SYS INC 5 $343.9M 0.6% Findlay Park Partners , Glenview Capital Management +3 CROX CROCS INC 5 $319.9M 6.8% Punch Card Management , Himalaya Capital +3 CHYM CHIME FINL INC 5 $303.2M 1.8% Light Street Capital Management , Dragoneer Investment Group +3 SAP SAP SE - ADR 5 $290.2M 0.8% Ruane, Cunniff & Goldfarb , First Pacific Advisors +3 8L8C LIBERTY BROADBAND CORP 5 $271.6M 0.7% First Pacific Advisors , Weitz Investment Management +3 BLDR BUILDERS FIRSTSOURCE INC 5 $263.8M 1.4% Semper Augustus Investments , Sands Capital Management +3 WIX WIX COM LTD 5 $258.4M 0.4% Durable Capital Partners , ValueAct Holdings +3 LAMR LAMAR ADVERTISING CO 5 $223.2M 0.4% Egerton Capital (UK) , Markel Group +3 VRSK VERISK ANALYTICS INC 5 $197.4M 0.2% Select Equity Group , Markel Group +3 DEO DIAGEO PLC 5 $156.0M 0.2% Markel Group , First Eagle Investment Management +3 COST COSTCO WHOLESALE CORPORATION 5 $98.2M 0.5% Hosking Partners , Semper Augustus Investments +3 UL UNILEVER PLC 5 $65.8M 0.1% Yacktman Asset Management , First Eagle Investment Management +3 OUT OUTFRONT MEDIA INC 5 $39.0M 0.0% Select Equity Group , First Eagle Investment Management +3 DPC DPC HOLDINGS PLC 5 $38.1M 0.1% Soros Fund Management , Oaktree Capital +3 TBBB Bbb Foods Inc 5 $19.5M 0.6% Duquesne Family Office , Hound Partners +3 VZ VERIZON COMMUNICATIONS INC 5 $10.3M 0.3% Miller Value Partners , Kahn Brothers Group +3 JCI JOHNSON CONTROLS INTERNATION 4 $8.79B 1.5% Dodge & Cox , Viking Global +2 KHC KRAFT HEINZ CO 4 $7.76B 0.9% Berkshire Hathaway , Chou Associates +2 HUM Humana Inc 4 $4.46B 1.1% Dodge & Cox , Glenview Capital Management +2 IFF International Flavors & Fragrances, Inc. 4 $4.45B 3.0% First Pacific Advisors , Icahn Capital +2 TEL TE CONNECTIVITY PLC 4 $4.37B 1.6% First Pacific Advisors , Dodge & Cox +2 APD AIR PRODUCTS AND CHEMICALS I 4 $4.17B 1.4% Viking Global , Dodge & Cox +2 CI THE CIGNA GROUP 4 $4.12B 1.8% Davis Selected Advisers , Glenview Capital Management +2 FTV FORTIVE CORP 4 $3.98B 1.3% Viking Global , Dodge & Cox +2 SIRI SIRIUSXM HOLDINGS INC 4 $3.73B 2.3% Chou Associates , Weitz Investment Management +2 BDX BECTON DICKINSON & CO 4 $2.91B 2.5% First Pacific Advisors , First Eagle Investment Management +2 ALLY ALLY FINL INC 4 $2.47B 1.8% Chou Associates , Harris Associates +2 RACE FERRARI N V 4 $2.25B 2.9% Aquamarine , Viking Global +2 BKR Baker Hughes Co. 4 $2.10B 1.8% Lansdowne Partners (UK) , Dodge & Cox +2 QSR RESTAURANT BRANDS INTL INC 4 $1.97B 6.2% Pershing Square , Baupost Group +2 HUT Hut 8 Corp 4 $1.94B 2.6% Lone Pine Capital , Third Point +2 LPLA LPL FINL HLDGS INC 4 $1.88B 1.3% Lone Pine Capital , Markel Group +2 MDT Medtronic PLC 4 $1.74B 0.6% First Eagle Investment Management , Dodge & Cox +2 SNDK Sandisk Corp 4 $1.70B 3.4% Whale Rock Capital Management , Duquesne Family Office +2 RBLX ROBLOX Corp 4 $1.67B 1.6% ValueAct Holdings , ARK Investment Management +2 HLN HALEON PLC 4 $1.60B 0.3% Dodge & Cox , Harris Associates +2 MRSH MARSH & MCLENNAN COS INC 4 $1.60B 0.8% Harris Associates , Markel Group +2 SYY SYSCO CORP 4 $1.52B 1.1% Harris Associates , Yacktman Asset Management +2 SHW SHERWIN WILLIAMS CO 4 $1.49B 1.2% Viking Global , Findlay Park Partners +2 SLB SLB, Ltd. 4 $1.48B 2.9% Lansdowne Partners (UK) , Muhlenkamp & Co +2 WDAY WORKDAY INC 4 $1.41B 0.7% First Eagle Investment Management , Select Equity Group +2 VTRS VIATRIS INC 4 $1.41B 3.0% Davis Selected Advisers , Glenview Capital Management +2 FNV FRANCO NEV CORP 4 $1.35B 0.9% First Eagle Investment Management , Markel Group +2 GLW CORNING INC 4 $1.35B 2.8% Whale Rock Capital Management , Lone Pine Capital +2 NBIS NEBIUS GROUP N.V. 4 $1.32B 3.7% Lone Pine Capital , Hound Partners +2 ICLR ICON PUB LTD CO 4 $1.25B 2.8% Ruane, Cunniff & Goldfarb , Muhlenkamp & Co +2 APH AMPHENOL CORP 4 $1.21B 2.5% Egerton Capital (UK) , Select Equity Group +2 FPS FORGENT POWER SOLUTIONS INC 4 $1.21B 0.7% Coatue Management , Soros Fund Management +2 PFGC PERFORMANCE FOOD GROUP CO 4 $1.11B 3.4% Sachem Head Capital Management , Lone Pine Capital +2 CX CEMEX SA EURO MTN BE 144A 4 $1.10B 1.0% Corvex Management , Dodge & Cox +2 MKSI MKS INC. 4 $1.02B 4.5% Sachem Head Capital Management , Light Street Capital Management +2 MAR MARRIOTT INTL INC NEW 4 $1.00B 1.9% Fundsmith , Markel Group +2 STT State Street Corp. 4 $994.9M 0.8% Yacktman Asset Management , Harris Associates +2 GLD SPDR GOLD TR 4 $981.8M 1.4% Muhlenkamp & Co , First Eagle Investment Management +2 CSGP COSTAR GROUP INC 4 $963.9M 2.4% Akre Capital Management , Polen Capital Management +2 APG API GROUP CORP 4 $935.1M 2.9% Durable Capital Partners , Findlay Park Partners +2 BIO BIO RAD LABS INC 4 $917.5M 1.1% First Pacific Advisors , First Eagle Investment Management +2 QXO QXO INC 4 $906.2M 0.3% Baillie Gifford , Select Equity Group +2 MTZ MASTEC INC 4 $899.0M 1.6% Lone Pine Capital , Third Point +2 PINS PINTEREST INC 4 $879.7M 1.0% Elliott Investment Management , Davis Selected Advisers +2 CDW Cdw Corp 4 $869.7M 1.0% Duquesne Family Office , Harris Associates +2 WCN WASTE CONNECTIONS INC 4 $849.4M 2.1% Stockbridge Partners , Findlay Park Partners +2 EQH EQUITABLE HLDGS INC 4 $839.3M 7.9% Conifer Management , Viking Global +2 CG CARLYLE GROUP INC 4 $810.8M 0.5% Harris Associates , Markel Group +2 WBD WARNER BROS DISCOVERY INC 4 $760.8M 3.4% Third Point , DME Capital Management (Greenlight) +2 DKS DICKS SPORTING GOODS INC 4 $759.5M 2.4% Sachem Head Capital Management , Glenview Capital Management +2 FBIN FORTUNE BRANDS INNOVATIONS I 4 $752.0M 1.6% DME Capital Management (Greenlight) , First Pacific Advisors +2 NOW SERVICENOW INC 4 $748.4M 1.9% Polen Capital Management , Akre Capital Management +2 XPO XPO INC 4 $735.3M 2.0% Durable Capital Partners , Findlay Park Partners +2 WAB Wabtec 4 $720.9M 2.3% Muhlenkamp & Co , Select Equity Group +2 COHR Coherent Corp 4 $708.8M 1.0% Whale Rock Capital Management , Dodge & Cox +2 EOG EOG RES INC 4 $683.5M 1.2% Findlay Park Partners , Yacktman Asset Management +2 TWLO Twilio Inc 4 $679.5M 1.9% Durable Capital Partners , Sachem Head Capital Management +2 SYF SYNCHRONY FINANCIAL 4 $637.0M 2.6% Chou Associates , Hosking Partners +2 FOX Fox Corp 4 $620.5M 1.4% Yacktman Asset Management , Hound Partners +2 APO APOLLO GLOBAL MGMT INC 4 $582.7M 0.8% Tiger Global , Markel Group +2 LAD LITHIA MTRS INC 4 $577.2M 0.2% Harris Associates , Miller Value Partners +2 PAYC PAYCOM SOFTWARE INC 4 $564.9M 0.4% RV Capital , Harris Associates +2 LYB Lyondellbasell Industries Nv 4 $513.1M 1.7% Muhlenkamp & Co , Davis Selected Advisers +2 LPX LOUISIANA PAC CORP 4 $500.5M 0.4% Hosking Partners , Chou Associates +2 ETSY ETSY INC 4 $465.4M 0.7% Elliott Investment Management , Findlay Park Partners +2 MICC MAGNUM ICE CREAM CO NV 4 $456.6M 0.3% First Eagle Investment Management , First Pacific Advisors +2 NVR NVR INC 4 $440.8M 1.9% Smead Capital Management , Giverny Capital +2 RIOT Riot Platforms Inc 4 $427.4M 2.2% Starboard Value , Sachem Head Capital Management +2 ATI ATI INC 4 $403.5M 0.6% Polen Capital Management , Viking Global +2 FCX FREEPORT MCMORAN INC 4 $401.7M 1.0% Hosking Partners , Oaktree Capital +2 PLTR Palantir Technologies Inc 4 $383.9M 0.6% ARK Investment Management , H&H International Investment +2 HDB HDFC BANK LTD 4 $380.5M 0.1% Baillie Gifford , Elliott Investment Management +2 VEEV VEEVA SYSTEMS INC CL-A 4 $371.5M 0.8% Stockbridge Partners , Fundsmith +2 ITUB ITAU UNIBANCO HOLDING SA 4 $333.7M 0.4% Oaktree Capital , Dodge & Cox +2 PGR PROGRESSIVE CORP 4 $301.0M 1.6% Giverny Capital , Markel Group +2 PAYX PAYCHEX INC 4 $298.0M 0.9% Semper Augustus Investments , Select Equity Group +2 EPD ENTERPRISE PRODS PARTNERS L 4 $294.4M 3.5% Fairholme Capital , Muhlenkamp & Co +2 SN SHARKNINJA INC 4 $293.9M 0.1% Baillie Gifford , Miller Value Partners +2 UAL United Airls Hldgs Inc 4 $278.8M 3.0% Lansdowne Partners (UK) , Duquesne Family Office +2 TEVA Teva Pharmaceutical Inds Ltd 4 $272.3M 1.5% Glenview Capital Management , DME Capital Management (Greenlight) +2 VSEC VSE CORP 4 $268.7M 0.7% Durable Capital Partners , Soros Fund Management +2 BTDR Bitdeer Technologies Group 4 $265.6M 1.3% Sachem Head Capital Management , Duquesne Family Office +2 GLNG GOLAR LNG LTD 4 $240.0M 1.8% Sachem Head Capital Management , Hound Partners +2 MDB MongoDB Inc 4 $237.7M 0.9% Light Street Capital Management , ValueAct Holdings +2 URI UNITED RENTALS INC 4 $233.6M 2.0% Muhlenkamp & Co , Findlay Park Partners +2 STM Stmicroelectronics N V 4 $208.3M 2.2% Duquesne Family Office , Sachem Head Capital Management +2 JEF JEFFERIES FINANCIAL GROUP IN 4 $189.5M 1.5% Chou Associates , First Pacific Advisors +2 LMT Lockheed Martin Corp 4 $151.4M 0.4% Yacktman Asset Management , Markel Group +2 BX BLACKSTONE INC 4 $151.3M 0.3% Markel Group , Soros Fund Management +2 CORZ CORE SCIENTIFIC INC NEW 4 $151.0M 0.5% Oaktree Capital , Tiger Global +2 BLCO BAUSCH PLUS LOMB CORP 4 $148.1M 0.5% Oaktree Capital , Icahn Capital +2 PONY PONY AI INC 4 $106.0M 0.1% ARK Investment Management , Baillie Gifford +2 Z ZILLOW GROUP INC 4 $92.4M 1.5% Kahn Brothers Group , Coatue Management +2 POOL POOL ORD 4 $77.4M 0.5% Chou Associates , Findlay Park Partners +2 QNT QUANTINUUM INC 4 $61.9M 0.2% Light Street Capital Management , Soros Fund Management +2 SGOV ISHARES TR 4 $58.7M 4.5% Greenlea Lane Capital , Punch Card Management +2 HONA HONEYWELL AEROSPACE INC 4 $52.8M 0.1% Soros Fund Management , Select Equity Group +2 ABBV ABBVIE INC 4 $43.8M 0.2% Glenview Capital Management , Gardner Russo & Quinn +2 ABT ABBOTT LABORATORIES 4 $7.0M 0.0% Soros Fund Management , Gardner Russo & Quinn +2 FDX FEDEX CORP 3 $3.69B 1.8% Gates Foundation Trust , Viking Global +1 FCNCA FIRST CTZNS BANCSHARES INC D 3 $3.04B 1.2% Harris Associates , Coatue Management +1 AJG GALLAGHER ARTHUR J & CO 3 $2.50B 1.6% First Pacific Advisors , Dodge & Cox +1 ETN EATON CORP PLC 3 $2.39B 1.7% Coatue Management , Lansdowne Partners (UK) +1 FMX FOMENTO ECONOMICO MEXICANO S 3 $2.20B 1.1% First Eagle Investment Management , Baillie Gifford +1 BAP Credicorp, Ltd. 3 $2.06B 0.8% Hosking Partners , Baillie Gifford +1 ADP AUTOMATIC DATA PROCESSING IN 3 $1.89B 3.7% Giverny Capital , Fundsmith +1 FDXF FEDEX FGHT HLDG CO INC 3 $1.62B 0.7% Viking Global , Dodge & Cox +1 GPN GLOBAL PMTS INC 3 $1.61B 4.9% Glenview Capital Management , Weitz Investment Management +1 RBC RBC BEARINGS INC 3 $1.59B 3.7% Durable Capital Partners , Baillie Gifford +1 AIG AMERICAN INTL GROUP INC 3 $1.59B 1.4% Hosking Partners , Harris Associates +1 GM GENERAL MTRS CO 3 $1.41B 1.4% Chou Associates , Harris Associates +1 CTVA CORTEVA INC 3 $1.39B 0.7% Harris Associates , Hosking Partners +1 DVN Devon Energy Corp. 3 $1.38B 2.6% Davis Selected Advisers , Egerton Capital (UK) +1 HCA HCA HEALTHCARE INC 3 $1.38B 0.8% First Eagle Investment Management , Markel Group +1 AEP AMERICAN ELEC PWR CO INC 3 $1.35B 0.9% Soros Fund Management , Icahn Capital +1 NYT NEW YORK TIMES CO MTN BE 3 $1.32B 0.6% Giverny Capital , Berkshire Hathaway +1 AVTR Avantor, Inc. 3 $1.32B 0.7% First Pacific Advisors , Dodge & Cox +1 RKLB Rocket Lab Corp 3 $1.22B 0.7% ARK Investment Management , Baillie Gifford +1 ADM ARCHER DANIELS MIDLAND CO 3 $1.20B 0.5% Markel Group , Dodge & Cox +1 SUI Sun Communities, Inc. 3 $1.15B 0.2% Dodge & Cox , Davis Selected Advisers +1 NEM NEWMONT CORP 3 $1.14B 4.3% Muhlenkamp & Co , Semper Augustus Investments +1 NVO NOVO-NORDISK A S 3 $1.12B 0.5% Markel Group , Dodge & Cox +1 NSC NORFOLK SOUTHN CORP 3 $1.07B 1.7% Third Point , Markel Group +1 TEM Tempus AI Inc 3 $1.06B 1.4% ARK Investment Management , Baillie Gifford +1 AER AERCAP HOLDINGS NV 3 $1.06B 2.8% Dorsey Asset Management , Harris Associates +1 TER TERADYNE INC 3 $1.03B 2.1% Lone Pine Capital , ARK Investment Management +1 ITT ITT INC 3 $978.7M 2.4% Findlay Park Partners , Select Equity Group +1 CNC CENTENE CORP DEL 3 $941.1M 1.9% DME Capital Management (Greenlight) , Glenview Capital Management +1 HPQ HP Inc 3 $938.3M 0.3% Dodge & Cox , Chou Associates +1 TSN TYSON FOODS INC 3 $924.4M 1.8% Davis Selected Advisers , Yacktman Asset Management +1 ALAB Astera Labs 3 $923.6M 4.3% Light Street Capital Management , Whale Rock Capital Management +1 ILMN Illumina Inc 3 $916.3M 5.5% Corvex Management , ARK Investment Management +1 SGI SOMNIGROUP INTERNATIONAL INC 3 $899.8M 2.6% Third Point , Select Equity Group +1 B BARRICK MINING CORP 3 $864.5M 1.1% Oaktree Capital , First Eagle Investment Management +1 AFRM AFFIRM HLDGS INC 3 $839.2M 1.3% Durable Capital Partners , Baillie Gifford +1 ENSG ENSIGN GROUP INC 3 $837.1M 1.0% Hound Partners , Baillie Gifford +1 AEM AGNICO EAGLE MINES LTD 3 $828.2M 2.5% Muhlenkamp & Co , First Eagle Investment Management +1 CL Colgate-Palmolive Co. 3 $826.1M 0.7% First Eagle Investment Management , Yacktman Asset Management +1 CRBG COREBRIDGE FINL INC 3 $817.3M 0.5% Harris Associates , Soros Fund Management +1 CNH CNH INDL N V 3 $790.7M 1.0% DME Capital Management (Greenlight) , First Pacific Advisors +1 TIGO Millicom International Cellular SA 3 $780.0M 0.5% Hosking Partners , Dodge & Cox +1 Q Qnity Electronics Inc 3 $744.7M 2.5% Durable Capital Partners , Duquesne Family Office +1 KVUE KENVUE INC 3 $728.2M 4.7% Starboard Value , Yacktman Asset Management +1 RPRX Royalty Pharma Plc Class A 3 $726.7M 3.4% Dorsey Asset Management , Hosking Partners +1 MAS MASCO CORP 3 $711.8M 0.5% Harris Associates , Hosking Partners +1 CTSH Cognizant Technology Solutions Corp. 3 $699.9M 1.1% Semper Augustus Investments , Yacktman Asset Management +1 ADPT ADAPTIVE BIOTECHNOLOGIES COR 3 $690.4M 0.7% Viking Global , ARK Investment Management +1 VMRK EQUITY RESIDENTIAL 3 $659.7M 0.4% First Eagle Investment Management , Davis Selected Advisers +1 KLAC KLA CORP 3 $657.3M 1.6% Findlay Park Partners , Altimeter Capital Management +1 FOXA Fox Corp 3 $647.3M 1.1% Duquesne Family Office , Yacktman Asset Management +1 HOOD Robinhood Markets Inc 3 $620.6M 1.4% ARK Investment Management , Altimeter Capital Management +1 JOBY Joby Aviation Inc 3 $608.0M 0.3% Baillie Gifford , ARK Investment Management +1 JBS Jbs N.V. 3 $593.5M 0.9% Davis Selected Advisers , Duquesne Family Office +1 TWST Twist Bioscience Corp 3 $585.6M 1.1% ARK Investment Management , Baillie Gifford +1 NWSA News Corp. 3 $549.6M 1.2% Yacktman Asset Management , Starboard Value +1 STE STERIS PLC 3 $537.5M 1.3% Select Equity Group , Findlay Park Partners +1 PRMB PRIMO BRANDS CORPORATION 3 $513.8M 3.7% Sachem Head Capital Management , DME Capital Management (Greenlight) +1 HCC WARRIOR MET COAL INC 3 $507.9M 15.2% Dalal Street , Hosking Partners +1 MRCY MERCURY SYS INC 3 $504.9M 8.5% JANA Partners , Select Equity Group +1 CLH CLEAN HARBORS INC 3 $485.4M 1.2% Durable Capital Partners , Select Equity Group +1 FIX COMFORT SYS USA INC 3 $482.5M 0.2% Baillie Gifford , Markel Group +1 TOST Toast Inc 3 $477.4M 3.6% ValueAct Holdings , Light Street Capital Management +1 MDLZ MONDELEZ INTL INC 3 $468.4M 2.0% Lindsell Train , Harris Associates +1 NCLH NORWEGIAN CRUISE LINE HLDGS 3 $451.5M 6.9% Hound Partners , Baupost Group +1 RYAAY RYANAIR HOLDINGS PLC 3 $448.9M 0.2% Baillie Gifford , Chou Associates +1 BWXT BWX Technologies Inc 3 $445.9M 0.8% Select Equity Group , ARK Investment Management +1 EME EMCOR GROUP INC 3 $434.2M 0.8% Select Equity Group , Polen Capital Management +1 GPC GENUINE PARTS CO 3 $431.9M 2.2% Baupost Group , Harris Associates +1 SITM SITIME CORP 3 $427.4M 1.1% Whale Rock Capital Management , Soros Fund Management +1 GH Guardant Health Inc 3 $423.8M 0.3% ARK Investment Management , Baillie Gifford +1 THC TENET HEALTHCARE CORP 3 $420.4M 2.5% Glenview Capital Management , First Eagle Investment Management +1 MEDP MEDPACE HOLDINGS INC 3 $412.8M 1.6% Giverny Capital , Baillie Gifford +1 KEYS KEYSIGHT TECHNOLOGIES INC 3 $412.0M 2.7% Third Point , Findlay Park Partners +1 BNTX BioNTech SE 3 $409.7M 0.1% Dodge & Cox , ARK Investment Management +1 CNM CORE & MAIN INC 3 $408.8M 1.0% Findlay Park Partners , Select Equity Group +1 COO COOPER COS INC 3 $403.9M 4.9% JANA Partners , Findlay Park Partners +1 BC BRUNSWICK CORP 3 $396.3M 0.1% Harris Associates , Baillie Gifford +1 MS MORGAN STANLEY 3 $382.5M 0.8% Hosking Partners , Viking Global +1 BEAM Beam Therapeutics Inc 3 $362.1M 0.8% ARK Investment Management , Duquesne Family Office +1 YUMC Yum China Holdings, Inc. 3 $359.6M 1.5% RV Capital , Dodge & Cox +1 TCOM Trip.com Group Ltd., ADR 3 $359.6M 0.9% Davis Selected Advisers , Cantillon Capital Management +1 CRCL CIRCLE INTERNET GROUP INC 3 $359.2M 0.7% ARK Investment Management , H&H International Investment +1 EBAY eBay, Inc. 3 $357.0M 2.8% Lindsell Train , Smead Capital Management +1 HEI-A HEICO CORP NEW 3 $340.3M 3.6% Giverny Capital , Weitz Investment Management +1 FLS FLOWSERVE CORP 3 $335.9M 1.5% Starboard Value , Durable Capital Partners +1 KMX CARMAX INC 3 $335.9M 1.9% Starboard Value , First Pacific Advisors +1 AGX ARGAN INC 3 $331.4M 0.6% Lone Pine Capital , Polen Capital Management +1 FLR Fluor Corp 3 $327.2M 3.0% DME Capital Management (Greenlight) , Starboard Value +1 JD JD.COM INC 3 $323.1M 0.1% Dodge & Cox , Davis Selected Advisers +1 WEN WENDYS CO 3 $301.8M 2.0% Trian Fund Management , Harris Associates +1 RGLD ROYAL GOLD INC 3 $301.0M 2.3% Muhlenkamp & Co , Findlay Park Partners +1 ROIV ROIVANT SCIENCES LTD 3 $298.4M 0.9% DME Capital Management (Greenlight) , Viking Global +1 MTN VAIL RESORTS INC 3 $285.0M 0.8% First Pacific Advisors , Harris Associates +1 VRT VERTIV HOLDINGS CO 3 $284.1M 0.2% Coatue Management , Fundsmith +1 DEI Douglas Emmett, Inc 3 $271.4M 0.5% First Pacific Advisors , First Eagle Investment Management +1 AVAV AeroVironment Inc 3 $263.1M 0.3% ARK Investment Management , Baillie Gifford +1 GDS GDS HLDGS LTD 3 $263.1M 2.6% Sachem Head Capital Management , Baupost Group +1 EMBJ EMBRAER SA 3 $244.9M 0.8% Egerton Capital (UK) , Oaktree Capital +1 BRKR BRUKER CORP 3 $244.4M 1.4% Sachem Head Capital Management , Glenview Capital Management +1 FUN SIX FLAGS ENTERTAINMENT CORP 3 $237.8M 2.5% JANA Partners , Sachem Head Capital Management +1 DHI D R HORTON INC 3 $231.0M 2.0% Smead Capital Management , Duquesne Family Office +1 CPRT Copart, Inc. 3 $229.2M 1.5% Akre Capital Management , Yacktman Asset Management +1 WRBY WARBY PARKER INC 3 $205.2M 0.6% Durable Capital Partners , Gardner Russo & Quinn +1 MCK MCKESSON CORP 3 $202.9M 2.3% Muhlenkamp & Co , Sands Capital Management +1 NXPI NXP SEMICONDUCTORS N V 3 $202.0M 1.1% First Pacific Advisors , Light Street Capital Management +1 CCC Ccc Intelligent Solutions Hl 3 $201.5M 1.6% Akre Capital Management , Dragoneer Investment Group +1 SDRL SEADRILL LTD 3 $201.3M 0.6% Hosking Partners , Elliott Investment Management +1 XMTR Xometry Inc 3 $200.7M 0.4% Durable Capital Partners , Baillie Gifford +1 CACC CREDIT ACCEP CORP MICH 3 $198.9M 6.9% RV Capital , Smead Capital Management +1 RIG TRANSOCEAN LTD 3 $181.7M 10.3% Dalal Street , Elliott Investment Management +1 LBTYA LIBERTY GLOBAL LTD 3 $180.6M 0.9% DME Capital Management (Greenlight) , Oaktree Capital +1 VIST Vista Energy S.A.B. De C.V. 3 $174.6M 0.1% Duquesne Family Office , Baillie Gifford +1 BFLY Butterfly Network Inc 3 $167.6M 0.8% Glenview Capital Management , ARK Investment Management +1 TDW TIDEWATER INC NEW 3 $157.0M 0.5% Hosking Partners , Baillie Gifford +1 ALKT ALKAMI TECHNOLOGY INC 3 $156.3M 2.2% JANA Partners , Select Equity Group +1 XE X-ENERGY INC 3 $153.7M 0.4% ARK Investment Management , Soros Fund Management +1 INIO INNIO NV 3 $151.0M 1.5% Dragoneer Investment Group , Soros Fund Management +1 WCC WESCO INTL INC 3 $144.0M 1.6% Baupost Group , Davis Selected Advisers +1 YUM YUM BRANDS INC 3 $141.4M 1.0% Cantillon Capital Management , Fundsmith +1 NVS Novartis AG 3 $134.7M 0.2% Kahn Brothers Group , Glenview Capital Management +1 SHAZ SHARONAI HOLDINGS INC 3 $133.1M 0.3% Lone Pine Capital , Oaktree Capital +1 TME TENCENT MUSIC ENTERTAINM 3 $130.5M 0.5% Himalaya Capital , Baillie Gifford +1 OLN Olin Corporation 3 $126.9M 1.9% Semper Augustus Investments , Yacktman Asset Management +1 PNC PNC FINL SVCS GROUP INC 3 $125.9M 0.2% Davis Selected Advisers , Kahn Brothers Group +1 BF-A BROWN FORMAN CORP 3 $125.2M 1.0% Lindsell Train , Gardner Russo & Quinn +1 GNRC GENERAC HLDGS INC 3 $116.7M 0.1% Coatue Management , First Eagle Investment Management +1 P Everpure Inc 3 $109.6M 1.4% JANA Partners , ARK Investment Management +1 ROKU Roku Inc 3 $103.9M 0.4% ARK Investment Management , Duquesne Family Office +1 ODFL OLD DOMINION FREIGHT LINE IN 3 $101.6M 0.2% Markel Group , Baillie Gifford +1 CZR CAESARS ENTERTAINMENT INC NE 3 $92.7M 0.4% Icahn Capital , Soros Fund Management +1 SHEL Shell PLC 3 $87.8M 0.1% First Eagle Investment Management , Semper Augustus Investments +1 GTLB Gitlab Inc 3 $86.7M 2.3% Light Street Capital Management , ARK Investment Management +1 PI IMPINJ INC 3 $80.7M 0.2% Whale Rock Capital Management , Baillie Gifford +1 TMHC* TAYLOR MORRISON HOME CORP 3 $79.6M 1.3% Muhlenkamp & Co , Soros Fund Management +1 DCH DAUCH CORP 3 $79.6M 1.6% Miller Value Partners , DME Capital Management (Greenlight) +1 IWF iShares Russell 1000 Growth ETF 3 $79.0M 0.2% Polen Capital Management , Sands Capital Management +1 AERO GRUPO AEROMEXICO SAB DE CV 3 $71.9M 0.9% Baupost Group , Oaktree Capital +1 HTZ HERTZ GLOBAL HLDGS INC 3 $71.5M 0.2% Pershing Square , Soros Fund Management +1 IREN Iren Limited 3 $71.4M 1.5% Hound Partners , Duquesne Family Office +1 ACA ARCOSA INC 3 $70.4M 0.1% Soros Fund Management , Select Equity Group +1 ANDG ANDERSEN GROUP INC 3 $68.0M 0.3% Durable Capital Partners , Hound Partners +1 BF-B BROWN FORMAN CORP 3 $66.4M 0.6% Lindsell Train , Gardner Russo & Quinn +1 FORM FORMFACTOR INC 3 $63.2M 0.1% Select Equity Group , First Eagle Investment Management +1 ARES ARES MANAGEMENT CORPORATION 3 $62.1M 0.3% Third Point , Soros Fund Management +1 RBRK Rubrik Inc 3 $61.0M 0.1% ARK Investment Management , Baillie Gifford +1 RSP Invesco Exchange Traded Fd T 3 $56.6M 0.5% Sachem Head Capital Management , Duquesne Family Office +1 SRTA STRATA CRITICAL MEDICAL INC 3 $52.9M 0.2% Third Point , ARK Investment Management +1 AZN AstraZeneca PLC 3 $49.1M 0.2% Glenview Capital Management , Polen Capital Management +1 CCK CROWN HLDGS INC 3 $46.6M 0.1% Markel Group , Harris Associates +1 HON HONEYWELL INTL INC 3 $45.1M 0.2% Soros Fund Management , ARK Investment Management +1 CCJ CAMECO CORP 3 $44.6M 0.1% ARK Investment Management , Polen Capital Management +1 DLO Dlocal, Ltd. 3 $39.9M 0.0% Polen Capital Management , Baillie Gifford +1 MBI MBIA INC 3 $39.7M 1.9% Kahn Brothers Group , Chou Associates +1 LFUS LITTELFUSE INC 3 $38.5M 0.4% Giverny Capital , Polen Capital Management +1 TRV The Travelers Co., Inc. 3 $38.2M 0.5% Semper Augustus Investments , Muhlenkamp & Co +1 CLBT Cellebrite DI Ltd 3 $37.8M 0.7% Light Street Capital Management , Select Equity Group +1 APLD APPLIED DIGITAL CORP 3 $37.5M 0.1% Tiger Global , Polen Capital Management +1 MTRN MATERION CORP 3 $36.0M 0.0% First Eagle Investment Management , Soros Fund Management +1 RUSHA RUSH ENTERPRISES INC 3 $34.0M 2.4% Muhlenkamp & Co , First Pacific Advisors +1 SDHC SMITH DOUGLAS HOMES CORP 3 $29.0M 1.2% Conifer Management , First Eagle Investment Management +1 ADEA ADEIA INC 3 $28.5M 0.1% Select Equity Group , Polen Capital Management +1 CRWD Crowdstrike Holdings Inc 3 $25.7M 0.1% ARK Investment Management , Sands Capital Management +1 NP NEPTUNE INS HLDGS INC 3 $25.6M 0.1% Hound Partners , Select Equity Group +1 OTIS OTIS WORLDWIDE CORP 3 $24.7M 0.0% Markel Group , First Eagle Investment Management +1 HRI HERC HLDGS INC 3 $23.8M 0.0% First Eagle Investment Management , Gardner Russo & Quinn +1 AMT American Tower Corp 3 $22.6M 0.1% Akre Capital Management , Davis Selected Advisers +1 CALM CAL MAINE FOODS INC 3 $22.2M 0.8% Hound Partners , Miller Value Partners +1 PFE PFIZER INC 3 $18.9M 0.7% Kahn Brothers Group , Fairholme Capital +1 BMY Bristol-Myers Squibb Co. 3 $16.5M 0.8% Kahn Brothers Group , Miller Value Partners +1 MO Altria Group, Inc. 3 $12.5M 0.0% Gardner Russo & Quinn , Yacktman Asset Management +1 TFC Truist Financial Corp. 3 $12.3M 0.0% Davis Selected Advisers , Harris Associates +1 STLA STELLANTIS N.V 3 $8.9M 1.2% Chou Associates , Soros Fund Management +1 BSX BOSTON SCIENTIFIC CORP 3 $8.8M 0.0% Glenview Capital Management , Dodge & Cox +1 VT VANGUARD INTL EQUITY INDEX F 3 $6.6M 0.0% First Pacific Advisors , Polen Capital Management +1 530307107 LIBERTY BROADBAND CORP 3 $6.6M 0.1% Weitz Investment Management , Ruane, Cunniff & Goldfarb +1 VUG Vanguard Growth ETF 3 $6.5M 0.0% Polen Capital Management , ARK Investment Management +1 LITE Lumentum Hldgs Inc 3 $2.8M 0.0% Sands Capital Management , Polen Capital Management +1 FTAI Ftai Aviation Ltd 3 $1.7M 0.0% Duquesne Family Office , Polen Capital Management +1 RTX RTX CORPORATION 2 $6.70B 1.9% Dodge & Cox , Markel Group ZBH ZIMMER BIOMET HOLDINGS INC 2 $3.17B 1.3% Harris Associates , Dodge & Cox SU Suncor Energy, Inc. 2 $2.94B 3.8% Elliott Investment Management , Dodge & Cox BUD ANHEUSER BUSCH INBEV SA NV 2 $2.57B 0.8% Dodge & Cox , Gates Foundation Trust AXON AXON ENTERPRISE INC 2 $2.55B 2.3% Sands Capital Management , Baillie Gifford GSK GSK PLC 2 $2.53B 1.3% Dodge & Cox , Kahn Brothers Group IQV IQVIA HLDGS INC 2 $2.36B 1.6% Harris Associates , Markel Group VRSN VERISIGN INC 2 $2.28B 0.4% Berkshire Hathaway , Fundsmith IOT SAMSARA INC 2 $2.20B 1.5% Baillie Gifford , Sands Capital Management SBAC SBA Communications Corp-CL A 2 $2.18B 0.6% Dodge & Cox , Davis Selected Advisers KR KROGER CO 2 $2.18B 0.6% Berkshire Hathaway , Hosking Partners TRGP TARGA RES CORP 2 $2.13B 1.4% Harris Associates , First Eagle Investment Management CARR CARRIER GLOBAL CORPORATION 2 $2.03B 0.6% Dodge & Cox , Markel Group USB U.S. Bancorp 2 $1.85B 3.2% Davis Selected Advisers , First Eagle Investment Management UBS UBS GROUP AG 2 $1.79B 0.6% Dodge & Cox , Viking Global TRU TransUnion 2 $1.75B 0.5% Dodge & Cox , Select Equity Group IMO IMPERIAL OIL LTD 2 $1.53B 1.4% First Eagle Investment Management , Chou Associates HPE Hewlett Packard Enterprise Co. 2 $1.46B 3.2% Elliott Investment Management , Dodge & Cox BAX Baxter International, Inc. 2 $1.41B 1.3% First Pacific Advisors , Dodge & Cox LEN LENNAR CORP 2 $1.37B 2.2% Smead Capital Management , Berkshire Hathaway ALNY Alnylam Pharmaceuticals, Inc. 2 $1.32B 0.5% Baillie Gifford , Dodge & Cox BMRN BIOMARIN PHARMACEUTICAL INC 2 $1.29B 0.8% Viking Global , Dodge & Cox D DOMINION ENERGY INC 2 $1.26B 0.4% Dodge & Cox , Soros Fund Management LUV SOUTHWEST AIRLS CO 2 $1.25B 2.8% Elliott Investment Management , First Eagle Investment Management WY WEYERHAEUSER CO 2 $1.23B 1.0% First Eagle Investment Management , Markel Group JOE ST JOE CO 2 $1.22B 38.4% Fairholme Capital , Select Equity Group CEG CONSTELLATION ENERGY CORP 2 $1.15B 1.2% Coatue Management , Soros Fund Management SOLV Solventum Corp. 2 $1.12B 8.6% Trian Fund Management , Davis Selected Advisers ABEV Ambev SA 2 $1.10B 0.9% First Eagle Investment Management , Dodge & Cox NDAQ NASDAQ INC 2 $1.08B 1.5% Select Equity Group , Harris Associates RAL RALLIANT CORP 2 $1.05B 0.6% Lansdowne Partners (UK) , Dodge & Cox RGA REINSURANCE GROUP AMER INC 2 $996.2M 0.7% Harris Associates , First Eagle Investment Management CPAY CORPAY INC 2 $955.7M 2.1% Tiger Global , Select Equity Group AMRZ AMRIZE LTD 2 $915.1M 1.5% First Pacific Advisors , Harris Associates CHRW C H ROBINSON WORLDWIDE IN 2 $901.7M 1.1% First Eagle Investment Management , Select Equity Group BA BOEING CO 2 $882.1M 2.1% Appaloosa , Viking Global MMYT MAKEMYTRIP LTD 2 $834.2M 0.7% Oaktree Capital , Baillie Gifford PPG PPG Industries, Inc. 2 $789.8M 0.7% First Eagle Investment Management , Dodge & Cox PBR PETROLEO BRASILEIRO SA - PETROBRAS 2 $786.2M 0.4% Baillie Gifford , Dodge & Cox CFR CULLEN FROST BANKERS INC 2 $774.3M 0.5% First Eagle Investment Management , Baillie Gifford GRBK GREEN BRICK PARTNERS INC 2 $759.0M 9.7% DME Capital Management (Greenlight) , Polen Capital Management BBIO BRIDGEBIO PHARMA INC 2 $741.3M 1.1% Viking Global , Polen Capital Management CE Celanese Corp. 2 $712.7M 1.6% Muhlenkamp & Co , Dodge & Cox MAA MID-AMER APT CMNTYS INC 2 $703.8M 1.0% Viking Global , Davis Selected Advisers