| 1 |
SDA
SDA |
7 | $108M |
Bill Nygren, Charles Brandes, Cliff Asness, Joel Greenblatt, Mario Gabelli, Murray Stahl, Tweedy, Browne |
|---|
| 2 |
Terns Pharmaceuticals Inc
TERN |
5 | $91M |
Andrew Redleaf, Cliff Asness, Joel Greenblatt, Ron Baron, Tom Steyer |
|---|
| 3 |
Amicus Therapeutics Inc
AM6 |
5 | $22M |
Cliff Asness, Joel Greenblatt, Mario Gabelli, PRIMECAP Management, Tom Steyer |
|---|
| 4 |
MASI
MASI |
4 | $273M |
Andrew Redleaf, Cliff Asness, Joel Greenblatt, Mario Gabelli |
|---|
| 5 |
Coterra Energy Inc
CTRA |
4 | $241M |
Cliff Asness, Joel Greenblatt, PRIMECAP Management, Ric Dillon |
|---|
| 6 |
Air Lease Corporation
AL |
4 | $189M |
Cliff Asness, David Iben, Joel Greenblatt, Mario Gabelli |
|---|
| 7 |
UnitedHealth Group Incorporated
UNH |
4 | $151M |
David Tepper, Michael Burry, Robert Olstein, Tom Gayner |
|---|
| 8 |
Lumentum Holdings Inc
LITE |
4 | $123M |
Andrew Redleaf, Chase Coleman, Jay Petschek, Stanley Druckenmiller |
|---|
| 9 |
Constellation Brands Inc Class A
STZ |
4 | $100M |
Lee Ainslie, Mason Hawkins, Robert Olstein, Warren Buffett |
|---|
| 10 |
TRI Pointe Homes Inc
TPH |
4 | $41M |
Cliff Asness, Mario Gabelli, Marty Whitman, Murray Stahl |
|---|
| 11 |
Apellis Pharmaceuticals Inc
APLS |
4 | $21M |
Cliff Asness, Joel Greenblatt, Mario Gabelli, Tom Steyer |
|---|
| 12 |
AGCO Corporation
AGCO |
4 | $9M |
Hersh Cohen, Lee Ainslie, Robert Olstein, Tweedy, Browne |
|---|
| 13 |
Onestream Inc
K4F |
4 | $9M |
Cliff Asness, Joel Greenblatt, Mario Gabelli, PRIMECAP Management |
|---|
| 14 |
eBay Inc
EBAY |
4 | $5M |
Dodge & Cox, Mario Gabelli, Mark Boyar, Robert Olstein |
|---|
| 15 |
T-Mobile US Inc
TMUS |
3 | $624M |
Andreas Halvorsen, Lee Ainslie, Richard Pzena |
|---|
| 16 |
Visa Inc. Class A
V |
3 | $475M |
Philippe Laffont, Robert Olstein, Tom Steyer |
|---|
| 17 |
Entegris Inc
ENTG |
3 | $373M |
Hersh Cohen, Stephen Mandel, Tom Steyer |
|---|
| 18 |
Zillow Group Inc Class C
Z |
3 | $339M |
Chase Coleman, Joel Greenblatt, Larry Robbins |
|---|
| 19 |
Alphabet Inc Class C
GOOG |
3 | $313M |
Charles de Vaulx, Robert Olstein, Tom Steyer |
|---|
| 20 |
Netflix Inc
NFLX |
3 | $235M |
Chase Coleman, Eric Marshall, Murray Stahl |
|---|
| 21 |
Wix.Com Ltd
WIX |
3 | $189M |
Cliff Asness, Ric Dillon, Ron Baron |
|---|
| 22 |
Kennedy-Wilson Holdings Inc
KW |
3 | $147M |
Cliff Asness, Mario Gabelli, Prem Watsa |
|---|
| 23 |
Meta Platforms Inc.
META |
3 | $130M |
Dan Loeb, Michael Burry, Robert Olstein |
|---|
| 24 |
Molina Healthcare Inc
MOH |
3 | $130M |
David Iben, Lee Ainslie, Tom Steyer |
|---|
| 25 |
PDD Holdings Inc.
PDD |
3 | $99M |
David Tepper, Howard Marks, Ron Baron |
|---|
| 26 |
Microsoft Corporation
MSFT |
3 | $63M |
David Tepper, John Rogers, Robert Olstein |
|---|
| 27 |
S&P Global Inc
SPGI |
3 | $63M |
Li Lu, Robert Olstein, Tom Steyer |
|---|
| 28 |
Taylor Morn Home
TMHC |
3 | $60M |
Ed Wachenheim, Eric Marshall, Ron Baron |
|---|
| 29 |
MercadoLibre Inc.
MELI |
3 | $59M |
Lee Ainslie, Michael Burry, Stanley Druckenmiller |
|---|
| 30 |
Enhabit Inc.
EHAB |
3 | $36M |
Barry Rosenstein, Cliff Asness, Mario Gabelli |
|---|
| 31 |
CDW Corp
CDW |
3 | $36M |
David Rolfe, Tom Bancroft, Wallace Weitz |
|---|
| 32 |
Ross Stores Inc
ROST |
3 | $30M |
Hersh Cohen, Lee Ainslie, Steven Romick |
|---|
| 33 |
Calavo Growers Inc
CVGW |
3 | $25M |
Cliff Asness, Mario Gabelli, Will Nasgovitz |
|---|
| 34 |
Thermon Group Holdings Inc
THR |
3 | $21M |
Cliff Asness, Jean-Marie Eveillard, Ric Dillon |
|---|
| 35 |
Fifth Third Bancorp
FITB |
3 | $15M |
Lee Ainslie, PRIMECAP Management, Robert Olstein |
|---|
| 36 |
Clearwater Analytics Holdings Inc
CWAN |
3 | $15M |
Cliff Asness, Joel Greenblatt, Ron Baron |
|---|
| 37 |
Hologic Inc
HO1 |
3 | $10M |
Cliff Asness, Mario Gabelli, Richard Pzena |
|---|
| 38 |
STKL
STKL |
3 | $10M |
Cliff Asness, Mario Gabelli, Will Nasgovitz |
|---|
| 39 |
CSG Systems International Inc
CSGS |
3 | $7M |
Cliff Asness, Joel Greenblatt, Mario Gabelli |
|---|
| 40 |
Medtronic PLC
MDT |
3 | $7M |
Eric Marshall, PRIMECAP Management, Robert Olstein |
|---|
| 41 |
Timken Company
TKR |
3 | $7M |
Lee Ainslie, Robert Olstein, Tom Steyer |
|---|
| 42 |
CVS Health Corp
CVS |
3 | $6M |
Lee Ainslie, Robert Olstein, Tweedy, Browne |
|---|
| 43 |
Intuit Inc
INTU |
3 | $4M |
Lee Ainslie, Mario Gabelli, Richard Pzena |
|---|
| 44 |
LivaNova PLC
LIVN |
3 | $2M |
Joel Greenblatt, Lee Ainslie, Tom Steyer |
|---|
| 45 |
Embecta Corp
EMBC |
3 | $1M |
Joel Greenblatt, Mario Gabelli, Tweedy, Browne |
|---|
| 46 |
Gold.com, Inc.
GOLD |
3 | $984,204 |
Donald Yacktman, Joel Greenblatt, Mario Gabelli |
|---|
| 47 |
Apple Inc
AAPL |
2 | $915M |
Andreas Halvorsen, Robert Olstein |
|---|
| 48 |
Hilton Worldwide Holdings Inc
HLT |
2 | $897M |
Bill Ackman, Stephen Mandel |
|---|
| 49 |
Alphabet Inc Class A
GOOGL |
2 | $700M |
Andreas Halvorsen, Jay Petschek |
|---|
| 50 |
Tenet Healthcare Corporation
THC |
2 | $512M |
Stephen Mandel, Tom Steyer |
|---|
| 51 |
Celestica Inc.
CLS |
2 | $476M |
Andreas Halvorsen, Stanley Druckenmiller |
|---|
| 52 |
Ciena Corp
CIEN |
2 | $337M |
Ric Dillon, Stephen Mandel |
|---|
| 53 |
Willis Towers Watson PLC
WTW |
2 | $266M |
Robert Olstein, Seth Klarman |
|---|
| 54 |
Centessa Pharmaceuticals PLC ADR
CNTA |
2 | $265M |
Lee Ainslie, Tom Steyer |
|---|
| 55 |
Mastercard Inc
MA |
2 | $246M |
Stephen Mandel, Tom Steyer |
|---|
| 56 |
Chime Financial, Inc. Class A Common Stock
CHYM |
2 | $199M |
Hersh Cohen, Philippe Laffont |
|---|
| 57 |
Cboe Global Markets Inc
CBOE |
2 | $194M |
Andreas Halvorsen, Mario Gabelli |
|---|
| 58 |
Arthur J Gallagher & Co
AJG |
2 | $158M |
Andreas Halvorsen, Mario Gabelli |
|---|
| 59 |
Corning Incorporated
GLW |
2 | $154M |
David Tepper, Robert Olstein |
|---|
| 60 |
Starbucks Corporation
SBUX |
2 | $149M |
Lee Ainslie, Ric Dillon |
|---|