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Default size is conviction (share of the featured books that filed), not a single mega-cap’s dollars. Drag a box to isolate. Click a name for who owns it. Long equity only · missing managers stay out.
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| Ticker | Name | Owners | Weight |
|---|---|---|---|
| AMZN | AMAZON COM INC | 60 | 2.3% |
| GOOGL | ALPHABET INC | 56 | 2.9% |
| MSFT | MICROSOFT CORP | 55 | 1.5% |
| META | META PLATFORMS INC | 51 | 1.6% |
| GOOG | ALPHABET INC | 45 | 2.6% |
| TSM | Taiwan Semiconductor Manufacturing Ltd ADS | 43 | 1.9% |
| V | VISA INC | 39 | 1.6% |
| NVDA | NVIDIA CORPORATION | 35 | 1.1% |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 30 | 1.0% |
| AAPL | APPLE INC | 29 | 4.7% |
| MA | MASTERCARD INCORPORATED | 29 | 0.5% |
| UNH | Unitedhealth Group | 27 | 0.5% |
| DIS | DISNEY WALT CO | 27 | 0.3% |
| AVGO | BROADCOM INC | 25 | 0.4% |
| COF | CAPITAL ONE FINL CORP | 23 | 0.6% |
| JPM | JPMORGAN CHASE & CO | 23 | 0.2% |
| BAC | BANK OF AMER CORP | 21 | 1.9% |
| SPGI | S&P GLOBAL INC | 21 | 0.5% |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 21 | 0.2% |
| AMAT | APPLIED MATLS INC | 20 | 0.6% |
| TMO | THERMO FISHER SCIENTIFIC INC | 20 | 0.3% |
| AXP | AMERICAN EXPRESS CO | 19 | 3.1% |
| DHR | DANAHER CORP DEL | 19 | 0.10% |
| MCO | MOODYS CORP | 18 | 1.2% |
| UBER | UBER TECHNOLOGIES INC | 18 | 0.3% |
| CMCSA | COMCAST CORP NEW | 18 | 0.3% |
| TXN | TEXAS INSTRS INC | 18 | 0.1% |
| JNJ | JOHNSON & JOHNSON | 18 | 0.05% |
| SPCX | SpaceX | 17 | 3.6% |
| WFC | WELLS FARGO & CO | 17 | 0.3% |
| AMD | Advanced Micro Devices | 17 | 0.2% |
| PEP | PEPSICO INC | 17 | 0.05% |
| ELV | Elevance Health, Inc. | 16 | 0.4% |
| CVNA | CARVANA CO | 16 | 0.3% |
| INTC | Intel | 16 | 0.2% |
| NFLX | Netflix | 16 | 0.2% |
| ORCL | ORACLE CORP | 16 | 0.1% |
| CVX | Chevron | 15 | 0.8% |
| SCHW | Charles Schwab Corporation (SCHW) | 15 | 0.8% |
| MU | Micron Technology | 15 | 0.7% |
| TSLA | TESLA INC | 15 | 0.5% |
| GEV | GE Vernova Inc | 15 | 0.3% |
| CPNG | COUPANG INC | 15 | 0.2% |
| UNP | Union Pacific Corporation | 15 | 0.1% |
| LIN | Linde PLC New | 15 | 0.1% |
| MRK | MERCK & CO INC | 15 | 0.1% |
| URI | SUNBELT RENTALS HOLDINGS INC | 14 | 0.4% |
| LLY | ELI LILLY & CO | 14 | 0.1% |
| ADI | ANALOG DEVICES INC | 14 | 0.09% |
| ABT | ABBOTT LABORATORIES | 14 | 0.02% |
| GE | GE Aerospace | 13 | 1.2% |
| CVS | CVS HEALTH CORP | 13 | 0.5% |
| LRCX | LAM RESEARCH CORP | 13 | 0.4% |
| CRM | Salesforce, Inc | 13 | 0.3% |
| ASML | ASML HLDG NV | 13 | 0.2% |
| PM | Philip Morris International | 13 | 0.2% |
| FERG | FERGUSON ENTERPRISES INC | 13 | 0.2% |
| NU | NU HLDGS LTD | 13 | 0.2% |
| HD | HOME DEPOT INC | 13 | 0.1% |
| PFE | Pfizer | 13 | 0.02% |
| KO | COCA COLA CO | 12 | 2.0% |
| CBRS | CEREBRAS SYSTEMS INC | 12 | 0.3% |
| AON | AON PLC | 12 | 0.3% |
| FISV | FISERV INC | 12 | 0.3% |
| BK | BANK OF NY MELLON CORP | 12 | 0.2% |
| APP | AppLovin Corp., Class A | 12 | 0.2% |
| SPOT | SPOTIFY TECHNOLOGY S A | 12 | 0.2% |
| SE | SEA LTD | 12 | 0.1% |
| EFX | EQUIFAX INC | 12 | 0.1% |
| KKR | KKR & CO INC | 12 | 0.1% |
| PG | PROCTER & GAMBLE CO | 12 | 0.1% |
| DASH | DoorDash | 12 | 0.1% |
| ACN | ACCENTURE PLC IRELAND | 12 | 0.10% |
| SNOW | SNOWFLAKE INC | 12 | 0.09% |
| ADBE | ADOBE INC | 12 | 0.08% |
| QCOM | QUALCOMM INC | 12 | 0.07% |
| ABBV | ABBVIE INC | 12 | 0.01% |
| RTX | RTX Corporation | 11 | 0.5% |
| CI | The Cigna Group | 11 | 0.4% |
| BN | BROOKFIELD CORP | 11 | 0.4% |
long equity only · options excluded · as-of 30 Jun 2026 · missing managers stay out · Q1→Q2 from filings