| AlphabetGOOG | 21 | $28bn+15% vs Q4 | 7.0% | 21.4% | TCI Fund Management 21.4%, Tweedy, Browne 14.7%, Polen Capital Management 9.4% and 18 more |
| VisaV | 17 | $11bn−2.8% vs Q4 | 3.4% | 10.2% | Valley Forge Capital Management 10.2%, TCI Fund Management 8.6%, Akre Capital Management 7.6% and 14 more |
| Berkshire HathawayBRK.B | 15 | $8.7bn+3.7% vs Q4 | 9.2% | 31.6% | Semper Augustus 31.6%, H&H International (Duan Yongping) 27.4%, Gardner Russo & Quinn 16.1% and 12 more |
| Meta PlatformsMETA | 14−1 vs Q4 | $12bn+9.2% vs Q4 | 4.5% | 8.5% | Himalaya Capital 8.5%, Polen Capital Management 8.3%, Appaloosa 7.7% and 11 more |
| MicrosoftMSFT | 12 | $15bn+16% vs Q4 | 3.7% | 14.0% | TCI Fund Management 14.0%, Fundsmith 9.0%, Polen Capital Management 8.2% and 9 more |
| Alibaba Group HoldingBABA | 12+6 vs Q4 | $4.2bn+57% vs Q4 | 4.7% | 19.0% | Daily Journal Corp 19.0%, Dalal Street (Mohnish Pabrai) 14.6%, Tweedy, Browne 7.3% and 9 more |
| Amazon.comAMZN | 11−1 vs Q4 | $5.6bn+38% vs Q4 | 2.9% | 9.3% | Greenlea Lane Capital 9.3%, Appaloosa 8.3%, Polen Capital Management 4.5% and 8 more |
| Bank of AmericaBAC | 10 | $46bn+24% vs Q4 | 9.8% | 45.1% | Daily Journal Corp 45.1%, Himalaya Capital 24.2%, Berkshire Hathaway 14.4% and 7 more |
| American ExpressAXP | 10 | $25bn+16% vs Q4 | 1.8% | 7.9% | Berkshire Hathaway 7.9%, Davis Selected Advisers 3.1%, First Eagle Investment Management 1.9% and 7 more |
| Wells Fargo & CompanyWFC | 10−1 vs Q4 | $8.5bn+4.6% vs Q4 | 4.8% | 31.6% | Daily Journal Corp 31.6%, Davis Selected Advisers 7.0%, Dodge & Cox 4.1% and 7 more |
| MastercardMA | 10 | $8.4bn−6.4% vs Q4 | 5.9% | 22.6% | Valley Forge Capital Management 22.6%, Akre Capital Management 14.2%, Gardner Russo & Quinn 11.6% and 7 more |
| Walt DisneyDIS | 10 | $2.2bn−5.4% vs Q4 | 3.1% | 13.5% | Lindsell Train 13.5%, Markel Group 4.8%, Ruane, Cunniff & Goldfarb (Sequoia) 4.7% and 7 more |
| AppleAAPL | 9 | $113bn−7.3% vs Q4 | 12.7% | 60.0% | H&H International (Duan Yongping) 60.0%, Berkshire Hathaway 40.1%, Wedgewood Partners 7.4% and 6 more |
| Moody'sMCO | 9 | $12bn+5.0% vs Q4 | 4.5% | 16.3% | Valley Forge Capital Management 16.3%, Akre Capital Management 11.4%, TCI Fund Management 5.7% and 6 more |
| ComcastCMCSA | 9 | $8.9bn+6.3% vs Q4 | 3.6% | 12.7% | Trian Fund Management 12.7%, Southeastern Asset Management 5.4%, First Eagle Investment Management 4.3% and 6 more |
| Charles SchwabSCHW | 8 | $7.0bn+11% vs Q4 | 2.3% | 5.6% | Ruane, Cunniff & Goldfarb (Sequoia) 5.6%, Giverny Capital 4.5%, Dodge & Cox 3.6% and 5 more |
| UnitedHealth GroupUNH | 8 | $4.2bn+3.5% vs Q4 | 2.0% | 6.6% | Ruane, Cunniff & Goldfarb (Sequoia) 6.6%, Brave Warrior Advisors 3.0%, Polen Capital Management 3.0% and 5 more |
| S&P GlobalSPGI | 8 | $2.8bn+127% vs Q4 | 3.8% | 21.2% | Valley Forge Capital Management 21.2%, TCI Fund Management 6.0%, Wedgewood Partners 2.4% and 5 more |
| Johnson & JohnsonJNJ | 8 | $1.6bn+6.9% vs Q4 | 1.7% | 8.4% | Tweedy, Browne 8.4%, Fundsmith 3.5%, Markel Group 1.4% and 5 more |
| US BancorpUSB | 7 | $8.8bn+18% vs Q4 | 2.1% | 4.4% | Davis Selected Advisers 4.4%, Daily Journal Corp 3.9%, Berkshire Hathaway 2.6% and 4 more |
| BNYBK | 7 | $8.2bn+10% vs Q4 | 1.9% | 4.0% | Tweedy, Browne 4.0%, Davis Selected Advisers 3.1%, First Eagle Investment Management 2.1% and 4 more |
| Paypal HoldingsPYPL | 7 | $5.7bn−5.7% vs Q4 | 4.9% | 14.7% | Lindsell Train 14.7%, Fundsmith 9.5%, Wedgewood Partners 6.0% and 4 more |
| AdobeADBE | 7 | $4.1bn+4.5% vs Q4 | 2.9% | 6.5% | Polen Capital Management 6.5%, Akre Capital Management 5.0%, Valley Forge Capital Management 4.2% and 4 more |
| Liberty GlobalLBTYA | 7 | $4.1bn+1.1% vs Q4 | 2.4% | 12.7% | Baupost Group 12.7%, Harris Associates (Oakmark) 2.5%, Oaktree Capital Management 0.7% and 4 more |
| StarbucksSBUX | 7−2 vs Q4 | $2.8bn−26% vs Q4 | 2.4% | 4.5% | Wedgewood Partners 4.5%, Semper Augustus 4.3%, Fundsmith 3.7% and 4 more |
| PepsicoPEP | 7 | $2.3bn+1.6% vs Q4 | 2.3% | 11.6% | Lindsell Train 11.6%, Fundsmith 4.5%, Markel Group 0.2% and 4 more |
| CarmaxKMX | 7+1 vs Q4 | $2.1bn+38% vs Q4 | 3.7% | 9.5% | Giverny Capital 9.5%, Ruane, Cunniff & Goldfarb (Sequoia) 8.5%, Akre Capital Management 6.4% and 4 more |
| JPMorgan ChaseJPM | 7 | $2.0bn−37% vs Q4 | 3.4% | 10.8% | Brave Warrior Advisors 10.8%, Gardner Russo & Quinn 4.3%, Davis Selected Advisers 4.2% and 4 more |
| Booking HoldingsBKNG | 6+1 vs Q4 | $5.0bn−6.4% vs Q4 | 2.7% | 7.9% | AKO Capital 7.9%, Harris Associates (Oakmark) 2.8%, Wedgewood Partners 1.9% and 3 more |
| Liberty MediaFWONA | 6+1 vs Q4 | $3.6bn+2.6% vs Q4 | 1.9% | 4.4% | Ruane, Cunniff & Goldfarb (Sequoia) 4.4%, Baupost Group 3.5%, Southeastern Asset Management 1.6% and 3 more |
| Philip Morris InternationalPM | 6 | $3.6bn+5.7% vs Q4 | 2.5% | 6.6% | Gardner Russo & Quinn 6.6%, Fundsmith 5.5%, First Eagle Investment Management 2.5% and 3 more |
| Micron TechnologyMU | 6+1 vs Q4 | $2.8bn+37% vs Q4 | 20.5% | 52.3% | Dalal Street (Mohnish Pabrai) 52.3%, Himalaya Capital 51.2%, Appaloosa 9.2% and 3 more |
| NikeNKE | 6−1 vs Q4 | $2.4bn−4.9% vs Q4 | 1.8% | 3.9% | AKO Capital 3.9%, Fundsmith 3.4%, Polen Capital Management 2.2% and 3 more |
| Union PacificUNP | 6−1 vs Q4 | $1.9bn+5.5% vs Q4 | 1.1% | 3.9% | TCI Fund Management 3.9%, First Eagle Investment Management 1.2%, Tweedy, Browne 1.1% and 3 more |
| Procter & GamblePG | 6−1 vs Q4 | $1.5bn−12% vs Q4 | 2.9% | 14.2% | Trian Fund Management 14.2%, AKO Capital 3.2%, Gardner Russo & Quinn 0.1% and 3 more |
| General ElectricGE | 6−1 vs Q4 | $1.3bn+6.3% vs Q4 | 2.2% | 6.1% | Southeastern Asset Management 6.1%, Trian Fund Management 5.0%, Harris Associates (Oakmark) 0.9% and 3 more |
| Liberty Broadband8L8C | 6 | $910m+7.1% vs Q4 | 1.2% | 5.3% | Ruane, Cunniff & Goldfarb (Sequoia) 5.3%, Markel Group 0.8%, Harris Associates (Oakmark) 0.5% and 3 more |
| DiageoDEO | 6 | $485m+26% vs Q4 | 0.9% | 3.1% | Markel Group 3.1%, AKO Capital 1.5%, Tweedy, Browne 0.9% and 3 more |
| Coca-ColaKO | 5−1 vs Q4 | $21bn−3.9% vs Q4 | 1.7% | 7.8% | Berkshire Hathaway 7.8%, Semper Augustus 0.5%, Lindsell Train 0.0% and 2 more |
| SalesforceCRM | 5+1 vs Q4 | $2.6bn+24% vs Q4 | 5.0% | 17.9% | Greenlea Lane Capital 17.9%, Polen Capital Management 4.4%, Appaloosa 1.2% and 2 more |