| AlphabetGOOG | 22 | $33bn−12% vs Q4 | 7.5% | 22.3% | TCI Fund Management 22.3%, Tweedy, Browne 18.8%, Appaloosa 13.3% and 19 more |
| VisaV | 15 | $13bn−1.5% vs Q4 | 3.8% | 12.0% | TCI Fund Management 12.0%, Valley Forge Capital Management 8.2%, Akre Capital Management 7.9% and 12 more |
| Berkshire HathawayBRK.B | 15−1 vs Q4 | $10bn+7.9% vs Q4 | 9.7% | 29.7% | Semper Augustus 29.7%, H&H International (Duan Yongping) 25.3%, Gardner Russo & Quinn 20.3% and 12 more |
| Meta PlatformsMETA | 14 | $11bn−21% vs Q4 | 3.9% | 8.2% | Himalaya Capital 8.2%, Appaloosa 7.9%, Wedgewood Partners 6.9% and 11 more |
| MicrosoftMSFT | 12 | $16bn−13% vs Q4 | 4.0% | 14.4% | TCI Fund Management 14.4%, Fundsmith 10.6%, Wedgewood Partners 6.2% and 9 more |
| Amazon.comAMZN | 12−1 vs Q4 | $10bn+5.4% vs Q4 | 5.3% | 18.8% | Greenlea Lane Capital 18.8%, Appaloosa 11.1%, Valley Forge Capital Management 10.1% and 9 more |
| Bank of AmericaBAC | 11−1 vs Q4 | $46bn−10% vs Q4 | 8.2% | 44.6% | Daily Journal Corp 44.6%, Himalaya Capital 25.3%, Berkshire Hathaway 11.4% and 8 more |
| UnitedHealth GroupUNH | 10 | $5.3bn−2.8% vs Q4 | 2.3% | 9.1% | Ruane, Cunniff & Goldfarb (Sequoia) 9.1%, Wedgewood Partners 4.5%, Polen Capital Management 3.7% and 7 more |
| Alibaba Group HoldingBABA | 10−2 vs Q4 | $2.8bn+10% vs Q4 | 2.5% | 15.3% | Daily Journal Corp 15.3%, H&H International (Duan Yongping) 3.0%, Davis Selected Advisers 1.7% and 7 more |
| Walt DisneyDIS | 10+1 vs Q4 | $1.3bn−33% vs Q4 | 2.0% | 11.7% | Lindsell Train 11.7%, Markel Group 3.1%, Semper Augustus 1.7% and 7 more |
| AppleAAPL | 9 | $162bn−0.7% vs Q4 | 14.0% | 65.6% | H&H International (Duan Yongping) 65.6%, Berkshire Hathaway 42.8%, Wedgewood Partners 9.1% and 6 more |
| American ExpressAXP | 9 | $31bn+13% vs Q4 | 1.6% | 7.8% | Berkshire Hathaway 7.8%, Davis Selected Advisers 1.6%, First Eagle Investment Management 1.5% and 6 more |
| Moody'sMCO | 9 | $14bn−12% vs Q4 | 4.4% | 13.9% | Valley Forge Capital Management 13.9%, Akre Capital Management 13.0%, TCI Fund Management 6.7% and 6 more |
| Wells Fargo & CompanyWFC | 9−2 vs Q4 | $9.1bn−6.5% vs Q4 | 6.0% | 36.3% | Daily Journal Corp 36.3%, Davis Selected Advisers 8.3%, Dodge & Cox 3.6% and 6 more |
| MastercardMA | 9 | $8.4bn−2.4% vs Q4 | 5.8% | 21.0% | Valley Forge Capital Management 21.0%, Akre Capital Management 14.3%, Gardner Russo & Quinn 9.6% and 6 more |
| ComcastCMCSA | 8−1 vs Q4 | $6.4bn−19% vs Q4 | 1.4% | 3.5% | First Eagle Investment Management 3.5%, Dodge & Cox 2.4%, Gardner Russo & Quinn 2.2% and 5 more |
| S&P GlobalSPGI | 8 | $3.4bn+35% vs Q4 | 3.7% | 18.6% | Valley Forge Capital Management 18.6%, TCI Fund Management 7.6%, Wedgewood Partners 2.4% and 5 more |
| PepsicoPEP | 8+1 vs Q4 | $2.1bn−22% vs Q4 | 2.1% | 11.9% | Lindsell Train 11.9%, Fundsmith 4.5%, Markel Group 0.2% and 5 more |
| Johnson & JohnsonJNJ | 8 | $506m−70% vs Q4 | 1.4% | 8.9% | Tweedy, Browne 8.9%, Markel Group 1.3%, Fairfax Financial Holdings 0.4% and 5 more |
| ChevronCVX | 7+1 vs Q4 | $26bn+473% vs Q4 | 1.2% | 7.1% | Berkshire Hathaway 7.1%, Fairfax Financial Holdings 0.8%, Semper Augustus 0.1% and 4 more |
| Charles SchwabSCHW | 7 | $8.4bn−2.6% vs Q4 | 2.8% | 6.8% | Ruane, Cunniff & Goldfarb (Sequoia) 6.8%, Giverny Capital 5.5%, Dodge & Cox 3.7% and 4 more |
| BNYBK | 7 | $8.3bn−15% vs Q4 | 1.6% | 3.6% | Davis Selected Advisers 3.6%, Tweedy, Browne 2.8%, First Eagle Investment Management 1.9% and 4 more |
| US BancorpUSB | 7 | $8.2bn−5.7% vs Q4 | 1.9% | 4.6% | Davis Selected Advisers 4.6%, Daily Journal Corp 3.5%, Berkshire Hathaway 1.9% and 4 more |
| AdobeADBE | 7+1 vs Q4 | $5.1bn+18% vs Q4 | 3.1% | 5.9% | Polen Capital Management 5.9%, Akre Capital Management 4.9%, Valley Forge Capital Management 4.3% and 4 more |
| JPMorgan ChaseJPM | 7 | $1.3bn−17% vs Q4 | 2.1% | 6.4% | Brave Warrior Advisors 6.4%, Davis Selected Advisers 3.2%, Gardner Russo & Quinn 2.8% and 4 more |
| Liberty Broadband8L8C | 7 | $945m−14% vs Q4 | 1.2% | 4.7% | Ruane, Cunniff & Goldfarb (Sequoia) 4.7%, Southeastern Asset Management 2.5%, Markel Group 0.6% and 4 more |
| StarbucksSBUX | 7−1 vs Q4 | $907m−70% vs Q4 | 1.2% | 2.8% | Wedgewood Partners 2.8%, Fundsmith 2.6%, Semper Augustus 2.0% and 4 more |
| Charter CommunicationsCHTR | 6 | $9.3bn−36% vs Q4 | 1.8% | 3.1% | TCI Fund Management 3.1%, Harris Associates (Oakmark) 3.0%, Dodge & Cox 2.2% and 3 more |
| Liberty MediaFWONA | 6 | $5.2bn+2.1% vs Q4 | 3.2% | 8.3% | Baupost Group 8.3%, Ruane, Cunniff & Goldfarb (Sequoia) 7.3%, Southeastern Asset Management 1.7% and 3 more |
| Philip Morris InternationalPM | 6 | $3.4bn−13% vs Q4 | 2.4% | 6.3% | Gardner Russo & Quinn 6.3%, Fundsmith 5.3%, First Eagle Investment Management 2.2% and 3 more |
| Paypal HoldingsPYPL | 6+1 vs Q4 | $3.3bn−29% vs Q4 | 3.5% | 9.6% | Lindsell Train 9.6%, Wedgewood Partners 4.4%, Fundsmith 4.2% and 3 more |
| Liberty GlobalLBTYA | 6 | $3.2bn−8.8% vs Q4 | 3.3% | 17.1% | Baupost Group 17.1%, Harris Associates (Oakmark) 1.4%, Oaktree Capital Management 0.5% and 3 more |
| OracleORCL | 6 | $2.7bn−4.4% vs Q4 | 1.0% | 5.3% | First Eagle Investment Management 5.3%, Harris Associates (Oakmark) 0.7%, Davis Selected Advisers 0.1% and 3 more |
| NikeNKE | 6−1 vs Q4 | $2.4bn−26% vs Q4 | 1.7% | 4.0% | AKO Capital 4.0%, Fundsmith 3.1%, Polen Capital Management 2.2% and 3 more |
| Micron TechnologyMU | 6 | $2.1bn−19% vs Q4 | 25.7% | 99.8% | Dalal Street (Mohnish Pabrai) 99.8%, Himalaya Capital 37.6%, Appaloosa 6.5% and 3 more |
| Union PacificUNP | 6 | $2.1bn−4.6% vs Q4 | 1.1% | 3.9% | TCI Fund Management 3.9%, Tweedy, Browne 1.4%, First Eagle Investment Management 1.2% and 3 more |
| General ElectricGE | 6 | $2.0bn+74% vs Q4 | 2.1% | 6.2% | Trian Fund Management 6.2%, Southeastern Asset Management 4.7%, Dodge & Cox 0.6% and 3 more |
| Taiwan Semiconductor ManufacturingTSM | 6 | $1.7bn−15% vs Q4 | 2.5% | 7.0% | Ruane, Cunniff & Goldfarb (Sequoia) 7.0%, Wedgewood Partners 5.1%, First Eagle Investment Management 2.3% and 3 more |
| Procter & GamblePG | 6 | $418m−29% vs Q4 | 0.6% | 3.2% | AKO Capital 3.2%, Fundsmith 0.2%, Gardner Russo & Quinn 0.1% and 3 more |
| Coca-ColaKO | 5 | $25bn+4.7% vs Q4 | 1.4% | 6.8% | Berkshire Hathaway 6.8%, Semper Augustus 0.3%, Lindsell Train 0.0% and 2 more |