| AlphabetGOOG | 23+1 vs Q1 | $26bn−20% vs Q1 | 7.6% | 23.3% | Himalaya Capital 23.3%, TCI Fund Management 22.4%, Tweedy, Browne 18.0% and 20 more |
| VisaV | 15 | $12bn−11% vs Q1 | 4.2% | 12.4% | TCI Fund Management 12.4%, Valley Forge Capital Management 8.6%, Akre Capital Management 8.3% and 12 more |
| Berkshire HathawayBRK.B | 15 | $7.7bn−25% vs Q1 | 8.9% | 29.4% | Semper Augustus 29.4%, H&H International (Duan Yongping) 21.5%, Gardner Russo & Quinn 17.9% and 12 more |
| Amazon.comAMZN | 13+1 vs Q1 | $8.5bn−19% vs Q1 | 5.0% | 22.9% | Greenlea Lane Capital 22.9%, Polen Capital Management 10.5%, Appaloosa 10.0% and 10 more |
| Meta PlatformsMETA | 13−1 vs Q1 | $8.0bn−25% vs Q1 | 3.5% | 10.1% | Appaloosa 10.1%, Wedgewood Partners 6.1%, Ruane, Cunniff & Goldfarb (Sequoia) 5.8% and 10 more |
| MicrosoftMSFT | 12 | $13bn−14% vs Q1 | 4.2% | 15.9% | TCI Fund Management 15.9%, Fundsmith 11.4%, Polen Capital Management 6.4% and 9 more |
| Bank of AmericaBAC | 11 | $35bn−24% vs Q1 | 7.9% | 40.9% | Daily Journal Corp 40.9%, Himalaya Capital 24.2%, Berkshire Hathaway 10.5% and 8 more |
| American ExpressAXP | 10+1 vs Q1 | $23bn−27% vs Q1 | 1.3% | 7.0% | Berkshire Hathaway 7.0%, First Eagle Investment Management 1.3%, Davis Selected Advisers 1.0% and 7 more |
| Alibaba Group HoldingBABA | 10 | $2.2bn−19% vs Q1 | 3.0% | 19.5% | Daily Journal Corp 19.5%, H&H International (Duan Yongping) 3.7%, Gardner Russo & Quinn 2.0% and 7 more |
| Walt DisneyDIS | 10 | $1.0bn−18% vs Q1 | 1.8% | 10.2% | Lindsell Train 10.2%, Markel Group 2.6%, Semper Augustus 1.9% and 7 more |
| AppleAAPL | 9 | $128bn−21% vs Q1 | 13.9% | 67.5% | H&H International (Duan Yongping) 67.5%, Berkshire Hathaway 40.8%, Wedgewood Partners 8.7% and 6 more |
| Moody'sMCO | 9 | $11bn−17% vs Q1 | 4.3% | 14.1% | Valley Forge Capital Management 14.1%, Akre Capital Management 12.4%, TCI Fund Management 7.1% and 6 more |
| UnitedHealth GroupUNH | 9−1 vs Q1 | $4.5bn−15% vs Q1 | 2.8% | 9.0% | Ruane, Cunniff & Goldfarb (Sequoia) 9.0%, Wedgewood Partners 5.5%, Appaloosa 4.8% and 6 more |
| MastercardMA | 8−1 vs Q1 | $7.3bn−13% vs Q1 | 6.9% | 22.2% | Valley Forge Capital Management 22.2%, Akre Capital Management 14.8%, Gardner Russo & Quinn 9.6% and 5 more |
| Wells Fargo & CompanyWFC | 8−1 vs Q1 | $7.2bn−20% vs Q1 | 6.5% | 35.6% | Daily Journal Corp 35.6%, Davis Selected Advisers 8.2%, Dodge & Cox 3.3% and 5 more |
| ComcastCMCSA | 8 | $5.4bn−15% vs Q1 | 1.4% | 3.4% | First Eagle Investment Management 3.4%, Dodge & Cox 2.3%, Gardner Russo & Quinn 2.1% and 5 more |
| S&P GlobalSPGI | 8 | $3.5bn+2.6% vs Q1 | 4.0% | 19.5% | Valley Forge Capital Management 19.5%, TCI Fund Management 9.3%, Wedgewood Partners 2.4% and 5 more |
| PepsicoPEP | 8 | $1.9bn−11% vs Q1 | 2.3% | 12.6% | Lindsell Train 12.6%, Fundsmith 5.3%, Markel Group 0.2% and 5 more |
| Johnson & JohnsonJNJ | 8 | $500m−1.3% vs Q1 | 1.7% | 10.8% | Tweedy, Browne 10.8%, Markel Group 1.6%, Fairfax Financial Holdings 0.5% and 5 more |
| BNYBK | 7 | $7.1bn−15% vs Q1 | 1.6% | 3.7% | Davis Selected Advisers 3.7%, Tweedy, Browne 2.6%, First Eagle Investment Management 1.9% and 4 more |
| Charles SchwabSCHW | 7 | $6.8bn−19% vs Q1 | 2.7% | 7.3% | Ruane, Cunniff & Goldfarb (Sequoia) 7.3%, Giverny Capital 5.0%, Dodge & Cox 3.5% and 4 more |
| US BancorpUSB | 7 | $6.8bn−18% vs Q1 | 2.0% | 4.9% | Davis Selected Advisers 4.9%, Daily Journal Corp 3.7%, Berkshire Hathaway 1.8% and 4 more |
| Liberty MediaFWONA | 7+1 vs Q1 | $4.4bn−16% vs Q1 | 3.3% | 11.0% | Baupost Group 11.0%, Ruane, Cunniff & Goldfarb (Sequoia) 8.6%, Southeastern Asset Management 1.6% and 4 more |
| AdobeADBE | 7 | $4.3bn−16% vs Q1 | 3.3% | 6.6% | Polen Capital Management 6.6%, Akre Capital Management 4.9%, Valley Forge Capital Management 4.0% and 4 more |
| NetflixNFLX | 7+2 vs Q1 | $2.0bn−57% vs Q1 | 2.3% | 6.7% | Greenlea Lane Capital 6.7%, Ruane, Cunniff & Goldfarb (Sequoia) 4.7%, Polen Capital Management 2.2% and 4 more |
| JPMorgan ChaseJPM | 7 | $1.0bn−19% vs Q1 | 2.1% | 6.7% | Brave Warrior Advisors 6.7%, Davis Selected Advisers 3.3%, Gardner Russo & Quinn 2.5% and 4 more |
| ChevronCVX | 6−1 vs Q1 | $23bn−9.7% vs Q1 | 1.6% | 7.8% | Berkshire Hathaway 7.8%, Fairfax Financial Holdings 1.6%, Semper Augustus 0.2% and 3 more |
| Philip Morris InternationalPM | 6 | $3.4bn+1.6% vs Q1 | 3.0% | 7.7% | Gardner Russo & Quinn 7.7%, Fundsmith 7.2%, First Eagle Investment Management 2.7% and 3 more |
| SalesforceCRM | 6+1 vs Q1 | $3.3bn−7.9% vs Q1 | 5.2% | 18.4% | Greenlea Lane Capital 18.4%, Polen Capital Management 4.3%, Akre Capital Management 4.1% and 3 more |
| General ElectricGE | 6 | $2.6bn+33% vs Q1 | 2.1% | 5.6% | Trian Fund Management 5.6%, Southeastern Asset Management 4.4%, Dodge & Cox 1.3% and 3 more |
| Paypal HoldingsPYPL | 6 | $2.5bn−25% vs Q1 | 2.8% | 7.2% | Lindsell Train 7.2%, Wedgewood Partners 4.0%, Fundsmith 3.0% and 3 more |
| NikeNKE | 6 | $1.7bn−29% vs Q1 | 1.5% | 3.0% | Fundsmith 3.0%, AKO Capital 2.7%, Polen Capital Management 2.1% and 3 more |
| Union PacificUNP | 6 | $1.6bn−22% vs Q1 | 1.1% | 3.5% | TCI Fund Management 3.5%, Tweedy, Browne 1.4%, First Eagle Investment Management 1.1% and 3 more |
| Micron TechnologyMU | 6 | $1.4bn−35% vs Q1 | 24.1% | 100.0% | Dalal Street (Mohnish Pabrai) 100.0%, Himalaya Capital 33.9%, Ruane, Cunniff & Goldfarb (Sequoia) 5.4% and 3 more |
| Taiwan Semiconductor ManufacturingTSM | 6 | $1.3bn−23% vs Q1 | 2.4% | 7.0% | Ruane, Cunniff & Goldfarb (Sequoia) 7.0%, Wedgewood Partners 4.9%, First Eagle Investment Management 2.1% and 3 more |
| Liberty Broadband8L8C | 6−1 vs Q1 | $998m+5.7% vs Q1 | 1.7% | 5.2% | Ruane, Cunniff & Goldfarb (Sequoia) 5.2%, Southeastern Asset Management 3.6%, Markel Group 0.6% and 3 more |
| Procter & GamblePG | 6 | $284m−32% vs Q1 | 0.5% | 2.4% | AKO Capital 2.4%, Fundsmith 0.2%, Gardner Russo & Quinn 0.1% and 3 more |
| StarbucksSBUX | 6−1 vs Q1 | $115m−87% vs Q1 | 0.6% | 2.2% | Semper Augustus 2.2%, Wedgewood Partners 0.6%, Markel Group 0.6% and 3 more |
| Coca-ColaKO | 5 | $25bn+1.5% vs Q1 | 1.8% | 8.4% | Berkshire Hathaway 8.4%, Semper Augustus 0.4%, Lindsell Train 0.0% and 2 more |
| Occidental PetroleumOXY | 5+1 vs Q1 | $16bn+11% vs Q1 | 3.1% | 4.4% | Dodge & Cox 4.4%, Appaloosa 3.2%, Berkshire Hathaway 3.1% and 2 more |