| AlphabetGOOG | 22+2 vs Q1 | $22bn+17% vs Q1 | 7.5% | 20.2% | TCI Fund Management 20.2%, Ruane, Cunniff & Goldfarb (Sequoia) 14.5%, Tweedy, Browne 14.0% and 19 more |
| VisaV | 16+2 vs Q1 | $9.7bn+33% vs Q1 | 4.3% | 11.3% | Valley Forge Capital Management 11.3%, TCI Fund Management 8.6%, Akre Capital Management 7.6% and 13 more |
| Meta PlatformsMETA | 16+2 vs Q1 | $9.5bn+53% vs Q1 | 5.3% | 13.0% | Himalaya Capital 13.0%, Appaloosa 8.8%, Wedgewood Partners 8.4% and 13 more |
| Berkshire HathawayBRK.B | 15−2 vs Q1 | $6.6bn+1.9% vs Q1 | 10.0% | 33.9% | Semper Augustus 33.9%, H&H International (Duan Yongping) 29.3%, Brave Warrior Advisors 18.3% and 12 more |
| MicrosoftMSFT | 12+1 vs Q1 | $14bn+29% vs Q1 | 3.8% | 11.7% | TCI Fund Management 11.7%, Polen Capital Management 10.9%, Fundsmith 10.6% and 9 more |
| Bank of AmericaBAC | 11+1 vs Q1 | $27bn+11% vs Q1 | 9.4% | 54.1% | Daily Journal Corp 54.1%, Himalaya Capital 27.6%, Berkshire Hathaway 10.8% and 8 more |
| Wells Fargo & CompanyWFC | 11 | $10bn−25% vs Q1 | 5.0% | 40.4% | Daily Journal Corp 40.4%, Davis Selected Advisers 4.2%, Berkshire Hathaway 3.0% and 8 more |
| MastercardMA | 11+1 vs Q1 | $8.0bn+22% vs Q1 | 5.6% | 16.2% | Gardner Russo & Quinn 16.2%, Valley Forge Capital Management 15.9%, Akre Capital Management 13.1% and 8 more |
| Amazon.comAMZN | 11+1 vs Q1 | $4.4bn+36% vs Q1 | 4.2% | 13.4% | Greenlea Lane Capital 13.4%, Appaloosa 10.8%, Davis Selected Advisers 8.4% and 8 more |
| American ExpressAXP | 10 | $17bn+12% vs Q1 | 1.6% | 7.1% | Berkshire Hathaway 7.1%, Davis Selected Advisers 3.0%, Dodge & Cox 1.4% and 7 more |
| Walt DisneyDIS | 10+3 vs Q1 | $1.7bn+68% vs Q1 | 3.4% | 11.5% | Lindsell Train 11.5%, H&H International (Duan Yongping) 4.9%, Semper Augustus 4.8% and 7 more |
| Moody'sMCO | 9 | $11bn+29% vs Q1 | 5.2% | 19.0% | Valley Forge Capital Management 19.0%, Akre Capital Management 11.7%, TCI Fund Management 7.4% and 6 more |
| ComcastCMCSA | 9 | $6.1bn+18% vs Q1 | 2.6% | 5.0% | Trian Fund Management 5.0%, Southeastern Asset Management 5.0%, First Eagle Investment Management 4.0% and 6 more |
| AppleAAPL | 8 | $92bn+43% vs Q1 | 13.6% | 50.7% | H&H International (Duan Yongping) 50.7%, Berkshire Hathaway 44.2%, Wedgewood Partners 11.4% and 5 more |
| BNYBK | 8 | $6.8bn+11% vs Q1 | 2.4% | 5.8% | Tweedy, Browne 5.8%, Davis Selected Advisers 3.6%, Trian Fund Management 3.1% and 5 more |
| JPMorgan ChaseJPM | 8 | $4.6bn−40% vs Q1 | 2.8% | 9.3% | Brave Warrior Advisors 9.3%, Davis Selected Advisers 4.0%, Gardner Russo & Quinn 3.5% and 5 more |
| Charles SchwabSCHW | 8 | $4.4bn−4.4% vs Q1 | 2.0% | 4.5% | Ruane, Cunniff & Goldfarb (Sequoia) 4.5%, Giverny Capital 3.2%, Dodge & Cox 3.0% and 5 more |
| AdobeADBE | 8+2 vs Q1 | $3.3bn+49% vs Q1 | 2.5% | 7.3% | Polen Capital Management 7.3%, Valley Forge Capital Management 3.8%, Akre Capital Management 3.7% and 5 more |
| Johnson & JohnsonJNJ | 8+1 vs Q1 | $1.3bn+20% vs Q1 | 2.1% | 10.3% | Tweedy, Browne 10.3%, Fundsmith 3.9%, Markel Group 1.6% and 5 more |
| US BancorpUSB | 7 | $5.8bn+5.8% vs Q1 | 1.9% | 5.1% | Daily Journal Corp 5.1%, Davis Selected Advisers 2.9%, Berkshire Hathaway 2.4% and 4 more |
| Paypal HoldingsPYPL | 7+2 vs Q1 | $4.8bn+85% vs Q1 | 5.7% | 15.9% | Lindsell Train 15.9%, Fundsmith 9.4%, Wedgewood Partners 7.1% and 4 more |
| Liberty GlobalLBTYA | 7 | $3.7bn+18% vs Q1 | 3.0% | 16.7% | Baupost Group 16.7%, Harris Associates (Oakmark) 2.2%, Oaktree Capital Management 1.0% and 4 more |
| UnitedHealth GroupUNH | 7+1 vs Q1 | $2.7bn−3.2% vs Q1 | 1.6% | 5.7% | Ruane, Cunniff & Goldfarb (Sequoia) 5.7%, Brave Warrior Advisors 2.4%, Dodge & Cox 1.8% and 4 more |
| Alibaba Group HoldingBABA | 7−1 vs Q1 | $2.4bn+21% vs Q1 | 2.8% | 12.6% | Appaloosa 12.6%, Davis Selected Advisers 4.5%, Oaktree Capital Management 1.4% and 4 more |
| StarbucksSBUX | 7 | $2.4bn+65% vs Q1 | 3.6% | 9.6% | Pershing Square 9.6%, Semper Augustus 5.1%, Wedgewood Partners 4.0% and 4 more |
| NikeNKE | 7+2 vs Q1 | $1.6bn+51% vs Q1 | 1.4% | 3.1% | Fundsmith 3.1%, AKO Capital 3.0%, Polen Capital Management 2.1% and 4 more |
| Union PacificUNP | 7−1 vs Q1 | $1.5bn+19% vs Q1 | 1.0% | 4.0% | TCI Fund Management 4.0%, Tweedy, Browne 1.3%, First Eagle Investment Management 1.1% and 4 more |
| S&P GlobalSPGI | 7+1 vs Q1 | $1.3bn+36% vs Q1 | 4.2% | 21.9% | Valley Forge Capital Management 21.9%, TCI Fund Management 3.2%, Wedgewood Partners 2.9% and 4 more |
| General ElectricGE | 7 | $942m−18% vs Q1 | 2.1% | 7.3% | Trian Fund Management 7.3%, Southeastern Asset Management 5.7%, Harris Associates (Oakmark) 0.7% and 4 more |
| Coca-ColaKO | 6+1 vs Q1 | $18bn+1.0% vs Q1 | 1.6% | 8.8% | Berkshire Hathaway 8.8%, Semper Augustus 0.6%, Gardner Russo & Quinn 0.0% and 3 more |
| Booking HoldingsBKNG | 6−4 vs Q1 | $4.2bn+0.6% vs Q1 | 1.7% | 3.1% | Harris Associates (Oakmark) 3.1%, AKO Capital 2.9%, Dodge & Cox 2.2% and 3 more |
| Philip Morris InternationalPM | 6 | $3.0bn−0.7% vs Q1 | 2.5% | 5.9% | Fundsmith 5.9%, Gardner Russo & Quinn 5.9%, First Eagle Investment Management 2.8% and 3 more |
| Liberty MediaFWONA | 6 | $2.5bn+26% vs Q1 | 1.4% | 4.5% | Ruane, Cunniff & Goldfarb (Sequoia) 4.5%, Southeastern Asset Management 2.1%, Berkshire Hathaway 1.0% and 3 more |
| OracleORCL | 6+2 vs Q1 | $2.1bn+7.0% vs Q1 | 1.1% | 5.2% | First Eagle Investment Management 5.2%, Harris Associates (Oakmark) 1.0%, Davis Selected Advisers 0.1% and 3 more |
| PepsicoPEP | 6+1 vs Q1 | $1.8bn+22% vs Q1 | 2.7% | 10.9% | Lindsell Train 10.9%, Fundsmith 5.1%, Markel Group 0.2% and 3 more |
| SalesforceCRM | 6+2 vs Q1 | $1.6bn+72% vs Q1 | 3.5% | 15.1% | Greenlea Lane Capital 15.1%, Polen Capital Management 3.8%, Appaloosa 1.6% and 3 more |
| BaiduBIDU | 6 | $1.6bn+21% vs Q1 | 2.1% | 6.7% | Tweedy, Browne 6.7%, Southeastern Asset Management 3.1%, Oaktree Capital Management 1.1% and 3 more |
| Procter & GamblePG | 6 | $1.6bn−57% vs Q1 | 4.6% | 23.4% | Trian Fund Management 23.4%, AKO Capital 3.9%, Gardner Russo & Quinn 0.1% and 3 more |
| Taiwan Semiconductor ManufacturingTSM | 6+1 vs Q1 | $1.2bn+48% vs Q1 | 2.0% | 5.2% | Ruane, Cunniff & Goldfarb (Sequoia) 5.2%, Oaktree Capital Management 4.8%, First Eagle Investment Management 1.8% and 3 more |
| Charter CommunicationsCHTR | 5+1 vs Q1 | $12bn+11% vs Q1 | 5.8% | 21.1% | TCI Fund Management 21.1%, Harris Associates (Oakmark) 3.8%, Dodge & Cox 2.5% and 2 more |