Overview
|
LAD
|
Lithia Motors, Inc. - Class A | 621.9M | 13.4% |
|
GOOGL
|
Alphabet Inc - Class A | 536.5M | 11.6% |
|
TPX
|
Tempur Sealy International Inc | 428.6M | 9.2% |
|
AMZN
|
Amazon.com Inc. | 1.6B | 38.2% |
|
TDG
|
Transdigm Group Incorporated | 1.1B | 25.5% |
|
MSFT
|
Microsoft Corporation | 691.3M | 16.8% |
Appaloosa Management
David Tepper Q1 2026 Total: $5.9B|
AMZN
|
Amazon.com Inc. | 899.7M | 15.2% |
|
MU
|
Micron Technology Inc. | 562.5M | 9.5% |
|
GOOG
|
Alphabet Inc - Class C | 497.0M | 8.4% |
|
SNPS
|
Synopsys, Inc. | 1.1M | 15.3% |
|
NVDA
|
NVIDIA Corp | 902.4K | 13.1% |
|
FUTU
|
Futu Holdings Ltd - ADR | 625.4K | 9.1% |
|
AAPL
|
Apple Inc | 57.8B | 22.0% |
|
AXP
|
American Express Co. | 45.9B | 17.4% |
|
KO
|
Coca-Cola Co | 30.4B | 11.6% |
|
SNX
|
TD Synnex Corp | 515.2M | 12.8% |
|
OMF
|
OneMain Holdings Inc | 412.0M | 10.2% |
|
ICLR
|
Icon Plc | 331.6M | 8.2% |
|
AVGO
|
Broadcom Inc | 1.3B | 8.3% |
|
GOOGL
|
Alphabet Inc - Class A | 1.1B | 7.1% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 842.7M | 5.6% |
|
GPI
|
Group 1 Automotive, Inc. | 249.6M | 47.7% |
|
EQH
|
Equitable Holdings Inc | 155.9M | 29.8% |
|
LAD
|
Lithia Motors, Inc. - Class A | 52.9M | 10.1% |
|
HCC
|
Warrior Met Coal Inc | 168.7M | 39.9% |
|
RIG
|
Transocean Ltd | 135.2M | 32.0% |
|
AMR
|
Alpha Metallurgical Resources Inc | 119.0M | 28.1% |
|
ASML
|
ASML Holding NV - New York Shares | 185.3M | 14.8% |
|
AER
|
Aercap Holdings N.V. | 154.1M | 12.3% |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | 126.1M | 10.0% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 10.0B | 27.8% |
|
MSFT
|
Microsoft Corporation | 1.6B | 4.5% |
|
AAPL
|
Apple Inc | 1.3B | 3.5% |
|
MAR
|
Marriott International, Inc. - Class A | 1.1B | 8.6% |
|
SYK
|
Stryker Corp. | 1.0B | 7.8% |
|
WAT
|
Waters Corp. | 956.6M | 7.5% |
|
AMZN
|
Amazon.com Inc. | 65.1M | 18.9% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 45.2M | 13.1% |
|
MKL
|
Markel Corp | 43.2M | 12.5% |
H&H International Investment
Duan Yongping Q4 2025 Total: $17.5B|
AAPL
|
Apple Inc | 8.8B | 50.3% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 3.6B | 20.6% |
|
NVDA
|
NVIDIA Corp | 1.3B | 7.7% |
|
GOOGL
|
Alphabet Inc - Class A | 731.4M | 22.8% |
|
GOOG
|
Alphabet Inc - Class C | 703.2M | 22.0% |
|
PDD
|
Pinduoduo Inc - ADR | 470.8M | 14.7% |
|
GOOGL
|
Alphabet Inc - Class A | 490.2M | 15.6% |
|
INTU
|
Intuit Inc | 317.2M | 10.1% |
|
DIS
|
Walt Disney Co (The) | 309.0M | 9.9% |
|
VST
|
Vistra Corp | 930.2M | 7.4% |
|
ASML
|
ASML Holding NV - New York Shares | 865.3M | 6.9% |
|
CRS
|
Carpenter Technology Corp. | 716.5M | 5.7% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 800.0M | 6.7% |
|
GOOG
|
Alphabet Inc - Class C | 788.8M | 6.6% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 734.1M | 6.1% |
|
AMZN
|
Amazon.com Inc. | 2.4B | 17.4% |
|
UBER
|
Uber Technologies Inc | 2.2B | 15.7% |
|
MSFT
|
Microsoft Corporation | 2.1B | 15.3% |
|
GOOGL
|
Alphabet Inc - Class A | 608.9M | 10.1% |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 455.5M | 7.6% |
|
SCHW
|
Charles Schwab Corp. | 443.1M | 7.4% |
|
GE
|
General Electric Co. | 13.5B | 29.8% |
|
V
|
Visa Inc - Class A | 9.2B | 20.4% |
|
MCO
|
Moody`s Corp. | 6.3B | 13.8% |
|
AMZN
|
Amazon.com Inc. | 404.0M | 19.4% |
|
TDS
|
Telephone And Data Systems, Inc. | 277.9M | 13.3% |
|
TPX
|
Tempur Sealy International Inc | 167.9M | 8.1% |
|
GOOGL
|
Alphabet Inc - Class A | 3.1B | 13.4% |
|
NVDA
|
NVIDIA Corp | 2.1B | 9.2% |
|
AMZN
|
Amazon.com Inc. | 2.1B | 9.1% |
|
JHG
|
Janus Henderson Group plc | 1.6B | 42.4% |
|
GE
|
General Electric Co. | 1.1B | 29.6% |
|
FERG
|
Ferguson Plc. | 253.4M | 6.6% |
|
FICO
|
Fair, Isaac Corp. | 821.3M | 24.3% |
|
SPGI
|
S&P Global Inc | 747.8M | 22.2% |
|
MA
|
Mastercard Incorporated - Class A | 743.2M | 22.0% |
|
V
|
Visa Inc - Class A | 700.1M | 12.3% |
|
AMZN
|
Amazon.com Inc. | 600.8M | 10.5% |
|
CRM
|
Salesforce.Com Inc | 559.0M | 9.8% |
|
V
|
Visa Inc - Class A | 1.9B | 5.4% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 1.5B | 4.2% |
|
SCHW
|
Charles Schwab Corp. | 1.4B | 3.9% |
|
GOOGL
|
Alphabet Inc - Class A | 44.8M | 9.2% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 43.7M | 9.0% |
|
FB
|
Meta Platforms Inc - Class A | 37.6M | 7.8% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 133.6M | 9.3% |
|
GOOG
|
Alphabet Inc - Class C | 93.7M | 6.5% |
|
DHR
|
Danaher Corp. | 90.6M | 6.3% |
|
CNQ
|
Canadian Natural Resources Ltd. | 806.1M | 10.7% |
|
MSFT
|
Microsoft Corporation | 367.5M | 4.9% |
|
SCHW
|
Charles Schwab Corp. | 367.0M | 4.9% |