| AlphabetGOOG | 21 | $33bn+16% vs Q1 | 7.1% | 22.2% | TCI Fund Management 22.2%, Tweedy, Browne 16.8%, Himalaya Capital 10.5% and 18 more |
| Meta PlatformsMETA | 16+2 vs Q1 | $14bn+19% vs Q1 | 4.3% | 9.7% | Himalaya Capital 9.7%, Appaloosa 8.7%, Polen Capital Management 8.7% and 13 more |
| VisaV | 16−1 vs Q1 | $12bn+10% vs Q1 | 3.5% | 9.2% | Valley Forge Capital Management 9.2%, TCI Fund Management 8.2%, Akre Capital Management 7.5% and 13 more |
| Berkshire HathawayBRK.B | 15 | $9.0bn+3.4% vs Q1 | 8.6% | 30.8% | Semper Augustus 30.8%, H&H International (Duan Yongping) 25.1%, Gardner Russo & Quinn 15.7% and 12 more |
| Alibaba Group HoldingBABA | 13+1 vs Q1 | $5.1bn+23% vs Q1 | 5.2% | 21.1% | Dalal Street (Mohnish Pabrai) 21.1%, Daily Journal Corp 17.6%, Tweedy, Browne 9.9% and 10 more |
| MicrosoftMSFT | 12 | $18bn+15% vs Q1 | 3.7% | 13.8% | TCI Fund Management 13.8%, Fundsmith 9.0%, Polen Capital Management 8.3% and 9 more |
| Amazon.comAMZN | 11 | $6.4bn+16% vs Q1 | 4.0% | 10.5% | Valley Forge Capital Management 10.5%, Greenlea Lane Capital 9.8%, Appaloosa 8.9% and 8 more |
| Bank of AmericaBAC | 10 | $48bn+5.6% vs Q1 | 9.6% | 44.5% | Daily Journal Corp 44.5%, Himalaya Capital 24.9%, Berkshire Hathaway 14.2% and 7 more |
| American ExpressAXP | 10 | $29bn+16% vs Q1 | 1.9% | 8.6% | Berkshire Hathaway 8.6%, Davis Selected Advisers 3.3%, First Eagle Investment Management 1.9% and 7 more |
| Wells Fargo & CompanyWFC | 10 | $9.7bn+13% vs Q1 | 5.1% | 33.8% | Daily Journal Corp 33.8%, Davis Selected Advisers 7.6%, Dodge & Cox 4.3% and 7 more |
| MastercardMA | 10 | $8.4bn−0.9% vs Q1 | 5.1% | 19.2% | Valley Forge Capital Management 19.2%, Akre Capital Management 13.2%, Gardner Russo & Quinn 10.5% and 7 more |
| AppleAAPL | 9 | $127bn+13% vs Q1 | 13.8% | 68.2% | H&H International (Duan Yongping) 68.2%, Berkshire Hathaway 41.5%, Wedgewood Partners 7.5% and 6 more |
| Moody'sMCO | 9 | $15bn+21% vs Q1 | 4.8% | 16.3% | Valley Forge Capital Management 16.3%, Akre Capital Management 12.6%, TCI Fund Management 5.9% and 6 more |
| ComcastCMCSA | 9 | $9.4bn+5.0% vs Q1 | 3.7% | 13.9% | Trian Fund Management 13.9%, Southeastern Asset Management 5.3%, First Eagle Investment Management 4.3% and 6 more |
| Walt DisneyDIS | 9−1 vs Q1 | $2.1bn−4.4% vs Q1 | 3.0% | 12.7% | Lindsell Train 12.7%, Ruane, Cunniff & Goldfarb (Sequoia) 4.2%, Markel Group 4.2% and 6 more |
| Charles SchwabSCHW | 8 | $7.7bn+9.3% vs Q1 | 2.4% | 5.7% | Ruane, Cunniff & Goldfarb (Sequoia) 5.7%, Giverny Capital 4.7%, Dodge & Cox 3.6% and 5 more |
| UnitedHealth GroupUNH | 8 | $4.4bn+5.2% vs Q1 | 2.0% | 6.8% | Ruane, Cunniff & Goldfarb (Sequoia) 6.8%, Brave Warrior Advisors 3.3%, Polen Capital Management 2.9% and 5 more |
| S&P GlobalSPGI | 8 | $3.2bn+16% vs Q1 | 3.7% | 20.3% | Valley Forge Capital Management 20.3%, TCI Fund Management 6.0%, Wedgewood Partners 2.5% and 5 more |
| Johnson & JohnsonJNJ | 8 | $1.6bn+5.3% vs Q1 | 1.6% | 8.0% | Tweedy, Browne 8.0%, Fundsmith 3.3%, Markel Group 1.3% and 5 more |
| US BancorpUSB | 7 | $9.0bn+2.4% vs Q1 | 2.0% | 4.3% | Davis Selected Advisers 4.3%, Daily Journal Corp 3.7%, Berkshire Hathaway 2.5% and 4 more |
| BNYBK | 7 | $8.9bn+7.8% vs Q1 | 1.7% | 3.2% | Davis Selected Advisers 3.2%, Tweedy, Browne 2.7%, First Eagle Investment Management 2.1% and 4 more |
| Liberty GlobalLBTYA | 7 | $4.0bn−1.0% vs Q1 | 2.5% | 13.5% | Baupost Group 13.5%, Harris Associates (Oakmark) 2.4%, Oaktree Capital Management 0.7% and 4 more |
| NikeNKE | 7+1 vs Q1 | $3.1bn+30% vs Q1 | 1.9% | 5.6% | AKO Capital 5.6%, Fundsmith 3.8%, Polen Capital Management 2.3% and 4 more |
| StarbucksSBUX | 7 | $3.0bn+5.0% vs Q1 | 2.1% | 4.1% | Wedgewood Partners 4.1%, Fundsmith 3.3%, Polen Capital Management 3.2% and 4 more |
| PepsicoPEP | 7 | $2.4bn+5.7% vs Q1 | 2.3% | 11.4% | Lindsell Train 11.4%, Fundsmith 4.1%, Markel Group 0.2% and 4 more |
| CarmaxKMX | 7 | $2.0bn−4.4% vs Q1 | 3.3% | 8.7% | Giverny Capital 8.7%, Ruane, Cunniff & Goldfarb (Sequoia) 7.7%, Akre Capital Management 5.7% and 4 more |
| JPMorgan ChaseJPM | 7 | $1.8bn−12% vs Q1 | 3.0% | 9.9% | Brave Warrior Advisors 9.9%, Gardner Russo & Quinn 3.7%, Davis Selected Advisers 3.6% and 4 more |
| Paypal HoldingsPYPL | 6−1 vs Q1 | $6.8bn+20% vs Q1 | 6.0% | 15.9% | Lindsell Train 15.9%, Fundsmith 9.9%, Wedgewood Partners 6.4% and 3 more |
| AdobeADBE | 6−1 vs Q1 | $5.0bn+21% vs Q1 | 3.4% | 7.0% | Polen Capital Management 7.0%, Akre Capital Management 5.5%, Valley Forge Capital Management 4.4% and 3 more |
| Booking HoldingsBKNG | 6 | $4.5bn−11% vs Q1 | 2.2% | 6.0% | AKO Capital 6.0%, Harris Associates (Oakmark) 2.3%, Wedgewood Partners 2.0% and 3 more |
| Philip Morris InternationalPM | 6 | $4.0bn+11% vs Q1 | 2.5% | 6.6% | Gardner Russo & Quinn 6.6%, Fundsmith 5.3%, First Eagle Investment Management 2.6% and 3 more |
| Liberty MediaFWONA | 6 | $3.9bn+5.9% vs Q1 | 1.9% | 4.5% | Ruane, Cunniff & Goldfarb (Sequoia) 4.5%, Baupost Group 3.8%, Southeastern Asset Management 1.4% and 3 more |
| SalesforceCRM | 6+1 vs Q1 | $3.7bn+43% vs Q1 | 4.4% | 16.5% | Greenlea Lane Capital 16.5%, Polen Capital Management 4.5%, Akre Capital Management 4.2% and 3 more |
| Micron TechnologyMU | 6 | $2.9bn+5.3% vs Q1 | 19.7% | 47.6% | Himalaya Capital 47.6%, Dalal Street (Mohnish Pabrai) 47.5%, Appaloosa 9.9% and 3 more |
| NetflixNFLX | 6+1 vs Q1 | $2.8bn+15% vs Q1 | 2.6% | 6.9% | Greenlea Lane Capital 6.9%, Ruane, Cunniff & Goldfarb (Sequoia) 3.8%, Polen Capital Management 2.5% and 3 more |
| Taiwan Semiconductor ManufacturingTSM | 6+1 vs Q1 | $1.9bn+2.3% vs Q1 | 1.9% | 6.2% | Ruane, Cunniff & Goldfarb (Sequoia) 6.2%, First Eagle Investment Management 2.9%, Wedgewood Partners 2.1% and 3 more |
| Union PacificUNP | 6 | $1.8bn−3.9% vs Q1 | 0.9% | 3.1% | TCI Fund Management 3.1%, Tweedy, Browne 1.1%, First Eagle Investment Management 1.1% and 3 more |
| General ElectricGE | 6 | $1.3bn+2.8% vs Q1 | 2.2% | 5.9% | Southeastern Asset Management 5.9%, Trian Fund Management 5.1%, Harris Associates (Oakmark) 0.9% and 3 more |
| Procter & GamblePG | 6 | $1.1bn−26% vs Q1 | 2.0% | 9.1% | Trian Fund Management 9.1%, AKO Capital 2.9%, Fundsmith 0.1% and 3 more |
| Liberty Broadband8L8C | 6 | $1.1bn+16% vs Q1 | 1.3% | 5.7% | Ruane, Cunniff & Goldfarb (Sequoia) 5.7%, Markel Group 0.8%, Harris Associates (Oakmark) 0.5% and 3 more |