| AKO Capital | Trimmed | 628,224 | $234,340,000 | 5.46% | Aug 12, 2026 |
| AltaRock Partners | Added | 2,334,482 | $870,808,476 | 20.5% | Aug 17, 2026 |
| Brad Gerstner - Altimeter Capital Management | Added | 1,268,082 | $473,019,948 | 4.81% | Aug 14, 2026 |
| David Tepper - Appaloosa Management | Sold out | — | — | 0.00% | Aug 14, 2026 |
| John Rogers - Ariel Investments | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Ron Baron - Baron Capital | Trimmed | 63,695 | $23,759,509 | 0.04% | Aug 14, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | Added | 4,275 | $1,594,660 | 0.03% | Aug 14, 2026 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 68,901 | $25,701,451 | 3.86% | Jul 29, 2026 |
| Sarah Ketterer - Causeway Capital Management | Trimmed | 600 | $223,812 | 0.00% | Aug 13, 2026 |
| Arnold Van Den Berg - Century Management | Added | 27,758 | $10,354,248 | 2.19% | Aug 14, 2026 |
| Steven Check - Check Capital Management | Added | 6,229 | $2,323,566 | 0.13% | Aug 5, 2026 |
| Philippe Laffont - Coatue Management | Added | 2,936,409 | $1,095,339,285 | 2.25% | Aug 14, 2026 |
| Christopher Davis - Davis Advisors | Added | 92,973 | $34,704,890 | 0.15% | Aug 11, 2026 |
| Dodge & Cox Funds | Added | 12,836,229 | $4,788,170,142 | 2.51% | Aug 13, 2026 |
| First Eagle Investment Management | Added | 1,940,215 | $723,738,832 | 1.19% | Aug 24, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 26,611,728 | $9,926,707,366 | 2.96% | Aug 4, 2026 |
| Terry Smith - Fundsmith | Trimmed | 1,596,737 | $595,614,836 | 4.36% | Aug 14, 2026 |
| Jeremy Grantham - GMO | Added | 6,816,326 | $2,542,626,840 | 5.73% | Aug 13, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Added | 3,584 | $1,336,904 | 0.01% | Aug 13, 2026 |
| Francois Rochon - Giverny Capital | Trimmed | 1,787 | $666,587 | 0.02% | Aug 26, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 332,643 | $124,082,492 | 0.29% | Aug 14, 2026 |
| Duan Yongping - H&H International Investment | Trimmed | 754,100 | $281,294,382 | 1.47% | Aug 14, 2026 |
| Hillman Capital Management | Trimmed | 10,296 | $3,840,614 | 2.78% | Aug 14, 2026 |
| Jensen Investment Management | Trimmed | 737,144 | $274,969,455 | 6.67% | Aug 7, 2026 |
| Kahn Brothers Group | Added | 2,168 | $808,707 | 0.13% | Aug 17, 2026 |
| Mairs & Power Funds | Added | 1,950,737 | $727,663,988 | 6.68% | Aug 14, 2026 |
| Thomas Gayner - Markel Group | No change | 537,630 | $200,546,744 | 1.53% | Jul 31, 2026 |
| David Katz - Matrix Asset Advisors | Added | 172,878 | $64,486,799 | 5.24% | Jul 15, 2026 |
| Lee Ainslie - Maverick Capital | Added | 832,377 | $310,493,269 | 2.80% | Aug 14, 2026 |
| Muhlenkamp | Trimmed | 32,776 | $12,226,206 | 3.54% | Aug 18, 2026 |
| Bill Nygren - Oakmark Funds | Added | 68,612 | $25,593,648 | 0.03% | Aug 14, 2026 |
| Robert Olstein - Olstein Capital Management | Sold out | — | — | 0.00% | Jul 7, 2026 |
| Polen Capital Management | Trimmed | 2,098,613 | $782,824,321 | 6.74% | Aug 4, 2026 |
| Richard Pzena - Pzena Investment Management | Trimmed | 755 | $281,630 | 0.00% | Aug 7, 2026 |
| Robert Vinall - RV Capital GmbH | Added | 33,100 | $12,346,962 | 3.22% | Aug 14, 2026 |
| Ruane Cunniff LP | No change | 737 | $274,916 | 0.00% | Aug 14, 2026 |
| Christopher Bloomstran - Semper Augustus | New | 641 | $239,106 | 0.03% | Aug 14, 2026 |
| Dennis Hong - ShawSpring Partners | New | 45,495 | $16,970,545 | 7.31% | Aug 14, 2026 |
| Chris Hohn - TCI Fund Management | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Chase Coleman - Tiger Global Management | Trimmed | 2,266,913 | $845,603,887 | 3.53% | Aug 14, 2026 |
| Torray Funds | Trimmed | 36,160 | $13,488,403 | 1.82% | Jul 30, 2026 |
| Triple Frond Partners | No change | 352,504 | $131,491,000 | 11.7% | Aug 13, 2026 |
| Viking Global Investors | Trimmed | 1,458,618 | $544,093,686 | 1.55% | Aug 14, 2026 |
| Vulcan Value Partners | Trimmed | 986,905 | $368,135,303 | 11.2% | Aug 10, 2026 |
| David Rolfe - Wedgewood Partners | Added | 89,518 | $33,391,897 | 6.89% | Aug 14, 2026 |
| Wallace Weitz - Weitz Investment Management | Trimmed | 153,200 | $57,146,664 | 3.96% | Aug 12, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Yacktman Asset Management | Added | 1,009,284 | $376,483,118 | 4.65% | Aug 11, 2026 |