| AlphabetGOOG | 21 | $34bn+4.6% vs Q2 | 7.5% | 22.9% | TCI Fund Management 22.9%, Tweedy, Browne 19.3%, Himalaya Capital 10.7% and 18 more |
| Meta PlatformsMETA | 16 | $14bn−3.4% vs Q2 | 4.3% | 9.2% | Appaloosa 9.2%, Himalaya Capital 9.1%, Ruane, Cunniff & Goldfarb (Sequoia) 8.3% and 13 more |
| VisaV | 16 | $13bn+4.5% vs Q2 | 3.3% | 10.7% | TCI Fund Management 10.7%, Valley Forge Capital Management 9.0%, Akre Capital Management 7.2% and 13 more |
| Berkshire HathawayBRK.B | 16+1 vs Q2 | $9.1bn+0.7% vs Q2 | 9.0% | 30.7% | Semper Augustus 30.7%, H&H International (Duan Yongping) 26.3%, Gardner Russo & Quinn 16.3% and 13 more |
| Alibaba Group HoldingBABA | 15+2 vs Q2 | $3.3bn−35% vs Q2 | 2.6% | 19.9% | Daily Journal Corp 19.9%, H&H International (Duan Yongping) 4.6%, Dalal Street (Mohnish Pabrai) 4.5% and 12 more |
| MicrosoftMSFT | 12 | $16bn−12% vs Q2 | 3.3% | 11.3% | TCI Fund Management 11.3%, Fundsmith 9.4%, Wedgewood Partners 5.3% and 9 more |
| Amazon.comAMZN | 12+1 vs Q2 | $8.5bn+32% vs Q2 | 3.8% | 10.6% | Valley Forge Capital Management 10.6%, Greenlea Lane Capital 10.1%, Polen Capital Management 7.0% and 9 more |
| Bank of AmericaBAC | 10 | $49bn+2.3% vs Q2 | 9.6% | 43.4% | Daily Journal Corp 43.4%, Himalaya Capital 24.4%, Berkshire Hathaway 14.6% and 7 more |
| American ExpressAXP | 10 | $29bn+0.5% vs Q2 | 1.9% | 8.7% | Berkshire Hathaway 8.7%, Davis Selected Advisers 3.2%, First Eagle Investment Management 1.8% and 7 more |
| Wells Fargo & CompanyWFC | 10 | $9.7bn−0.0% vs Q2 | 5.2% | 32.8% | Daily Journal Corp 32.8%, Davis Selected Advisers 8.5%, Dodge & Cox 4.2% and 7 more |
| UnitedHealth GroupUNH | 10+2 vs Q2 | $4.3bn−3.0% vs Q2 | 1.9% | 6.7% | Ruane, Cunniff & Goldfarb (Sequoia) 6.7%, Brave Warrior Advisors 3.1%, Wedgewood Partners 2.9% and 7 more |
| AppleAAPL | 9 | $131bn+2.9% vs Q2 | 13.5% | 64.3% | H&H International (Duan Yongping) 64.3%, Berkshire Hathaway 42.8%, Wedgewood Partners 7.5% and 6 more |
| Moody'sMCO | 9 | $14bn−2.5% vs Q2 | 4.7% | 16.3% | Valley Forge Capital Management 16.3%, Akre Capital Management 12.3%, TCI Fund Management 5.6% and 6 more |
| ComcastCMCSA | 9 | $8.9bn−4.6% vs Q2 | 3.4% | 13.9% | Trian Fund Management 13.9%, First Eagle Investment Management 4.2%, Dodge & Cox 3.0% and 6 more |
| MastercardMA | 9−1 vs Q2 | $8.3bn−1.0% vs Q2 | 5.6% | 19.1% | Valley Forge Capital Management 19.1%, Akre Capital Management 12.5%, Gardner Russo & Quinn 10.1% and 6 more |
| Walt DisneyDIS | 9 | $2.0bn−3.2% vs Q2 | 3.0% | 12.8% | Lindsell Train 12.8%, Ruane, Cunniff & Goldfarb (Sequoia) 4.3%, Markel Group 4.0% and 6 more |
| Charles SchwabSCHW | 8 | $7.6bn−0.7% vs Q2 | 2.4% | 5.7% | Ruane, Cunniff & Goldfarb (Sequoia) 5.7%, Giverny Capital 4.9%, Dodge & Cox 3.5% and 5 more |
| S&P GlobalSPGI | 8 | $2.9bn−11% vs Q2 | 3.8% | 21.6% | Valley Forge Capital Management 21.6%, TCI Fund Management 4.9%, Wedgewood Partners 2.5% and 5 more |
| Johnson & JohnsonJNJ | 8 | $1.6bn−2.0% vs Q2 | 1.8% | 9.0% | Tweedy, Browne 9.0%, Fundsmith 3.2%, Markel Group 1.3% and 5 more |
| US BancorpUSB | 7 | $9.2bn+2.4% vs Q2 | 2.2% | 4.9% | Davis Selected Advisers 4.9%, Daily Journal Corp 3.7%, Berkshire Hathaway 2.6% and 4 more |
| BNYBK | 7 | $8.9bn+0.4% vs Q2 | 1.8% | 3.5% | Davis Selected Advisers 3.5%, Tweedy, Browne 3.2%, First Eagle Investment Management 2.1% and 4 more |
| NikeNKE | 7 | $2.9bn−7.9% vs Q2 | 1.6% | 4.0% | AKO Capital 4.0%, Fundsmith 3.5%, Polen Capital Management 2.1% and 4 more |
| StarbucksSBUX | 7 | $2.7bn−8.3% vs Q2 | 1.8% | 3.3% | Fundsmith 3.3%, Wedgewood Partners 3.2%, Semper Augustus 2.8% and 4 more |
| PepsicoPEP | 7 | $2.4bn−0.3% vs Q2 | 2.3% | 11.7% | Lindsell Train 11.7%, Fundsmith 4.2%, Markel Group 0.2% and 4 more |
| JPMorgan ChaseJPM | 7 | $1.7bn−5.8% vs Q2 | 3.0% | 9.6% | Brave Warrior Advisors 9.6%, Gardner Russo & Quinn 3.8%, Davis Selected Advisers 3.8% and 4 more |
| Paypal HoldingsPYPL | 6 | $6.1bn−11% vs Q2 | 5.3% | 14.4% | Lindsell Train 14.4%, Fundsmith 8.8%, Wedgewood Partners 5.5% and 3 more |
| Booking HoldingsBKNG | 6 | $5.1bn+14% vs Q2 | 2.8% | 9.4% | AKO Capital 9.4%, Harris Associates (Oakmark) 2.5%, Wedgewood Partners 2.1% and 3 more |
| AdobeADBE | 6 | $4.5bn−9.2% vs Q2 | 3.0% | 6.0% | Polen Capital Management 6.0%, Akre Capital Management 5.4%, Valley Forge Capital Management 4.6% and 3 more |
| SalesforceCRM | 6 | $4.2bn+12% vs Q2 | 5.6% | 22.2% | Greenlea Lane Capital 22.2%, Polen Capital Management 4.9%, Akre Capital Management 4.7% and 3 more |
| Liberty MediaFWONA | 6 | $4.2bn+8.3% vs Q2 | 2.4% | 5.9% | Baupost Group 5.9%, Ruane, Cunniff & Goldfarb (Sequoia) 5.1%, Southeastern Asset Management 1.8% and 3 more |
| Liberty GlobalLBTYA | 6−1 vs Q2 | $4.0bn−0.3% vs Q2 | 3.4% | 16.7% | Baupost Group 16.7%, Harris Associates (Oakmark) 2.2%, Oaktree Capital Management 0.8% and 3 more |
| Philip Morris InternationalPM | 6 | $3.8bn−5.4% vs Q2 | 2.5% | 6.6% | Gardner Russo & Quinn 6.6%, Fundsmith 5.1%, First Eagle Investment Management 2.6% and 3 more |
| OracleORCL | 6+1 vs Q2 | $2.9bn+9.5% vs Q2 | 1.2% | 5.9% | First Eagle Investment Management 5.9%, Harris Associates (Oakmark) 1.0%, Davis Selected Advisers 0.1% and 3 more |
| Micron TechnologyMU | 6 | $2.3bn−24% vs Q2 | 18.8% | 58.8% | Dalal Street (Mohnish Pabrai) 58.8%, Himalaya Capital 37.9%, Ruane, Cunniff & Goldfarb (Sequoia) 5.1% and 3 more |
| CarmaxKMX | 6−1 vs Q2 | $2.0bn+2.0% vs Q2 | 4.0% | 8.8% | Giverny Capital 8.8%, Ruane, Cunniff & Goldfarb (Sequoia) 8.2%, Akre Capital Management 5.6% and 3 more |
| Taiwan Semiconductor ManufacturingTSM | 6 | $1.9bn−0.3% vs Q2 | 2.3% | 7.1% | Ruane, Cunniff & Goldfarb (Sequoia) 7.1%, Wedgewood Partners 3.3%, First Eagle Investment Management 2.8% and 3 more |
| Union PacificUNP | 6 | $1.6bn−12% vs Q2 | 0.8% | 2.7% | TCI Fund Management 2.7%, Tweedy, Browne 1.1%, First Eagle Investment Management 1.0% and 3 more |
| General ElectricGE | 6 | $1.2bn−11% vs Q2 | 2.0% | 5.2% | Trian Fund Management 5.2%, Southeastern Asset Management 5.0%, Harris Associates (Oakmark) 0.7% and 3 more |
| Procter & GamblePG | 6 | $1.1bn−2.1% vs Q2 | 2.0% | 9.2% | Trian Fund Management 9.2%, AKO Capital 2.8%, Fundsmith 0.1% and 3 more |
| Liberty Broadband8L8C | 6 | $1.0bn−1.7% vs Q2 | 1.3% | 5.7% | Ruane, Cunniff & Goldfarb (Sequoia) 5.7%, Markel Group 0.8%, Harris Associates (Oakmark) 0.5% and 3 more |