| AMAZON COM INC | 11 | BlackRock, Coatue Management, Dodge & Cox, Viking Global Investors, Renaissance Technologies (new), Davis Selected Advisers, Appaloosa LP, Baupost Group, Duquesne Family Office, ARK Investment Management, Hound Partners | +$29.83B |
| ALPHABET INC (CUSIP 02079K305) | 10 | BlackRock, Berkshire Hathaway, Dodge & Cox, Renaissance Technologies, Coatue Management, Third Point LLC, Duquesne Family Office (new), ARK Investment Management (new), Soros Fund Management, Lone Pine Capital | +$51.24B |
| MICROSOFT CORP | 9 | BlackRock, Dodge & Cox, First Eagle Investment Management, Altarock Partners, Coatue Management, Two Sigma Investments, Davis Selected Advisers, Hound Partners, Gardner Russo & Quinn | +$8.02B |
| META PLATFORMS INC | 9 | BlackRock, Renaissance Technologies, Dodge & Cox, Viking Global Investors, Appaloosa LP, Hound Partners (new), ARK Investment Management, Duquesne Family Office (new), First Eagle Investment Management | +$3.60B |
| Advanced Micro Devices Inc | 7 | BlackRock, Two Sigma Investments, Renaissance Technologies, Tiger Global Management (new), Coatue Management (new), Duquesne Family Office (new), Soros Fund Management | +$59.28B |
| VISA INC | 7 | BlackRock, Viking Global Investors, Tiger Global Management (new), Altarock Partners, Markel Group, Lone Pine Capital, Bridgewater Associates | +$6.86B |
| Taiwan Semiconductor Manufacturing Company Ltd | 7 | BlackRock, Dodge & Cox, Appaloosa LP, Renaissance Technologies, Polen Capital Management, Third Point LLC, Duquesne Family Office | +$5.07B |
| SPACE EXPLORATION TECHN CORP | 7 | Coatue Management (new), ARK Investment Management (new), Two Sigma Investments (new), Viking Global Investors (new), Tiger Global Management (new), Appaloosa LP (new), Third Point LLC (new) | +$4.58B |
| NVIDIA Corp | 6 | BlackRock, Renaissance Technologies, Soros Fund Management, ARK Investment Management, Appaloosa LP, Davis Selected Advisers | +$53.76B |
| ALPHABET INC (CUSIP 02079K107) | 6 | BlackRock, Berkshire Hathaway, Renaissance Technologies, ARK Investment Management, Appaloosa LP, Baupost Group | +$35.61B |
| Tesla Inc | 6 | BlackRock, Renaissance Technologies, Duquesne Family Office (new), Soros Fund Management, Coatue Management, Polen Capital Management | +$13.19B |
| SEAGATE TECHNOLOGY HLDNGS PL | 6 | BlackRock, Lone Pine Capital (new), Renaissance Technologies, Two Sigma Investments, Tiger Global Management (new), Duquesne Family Office | +$11.01B |
| HOME DEPOT INC | 6 | BlackRock, Lone Pine Capital (new), Bill & Melinda Gates Foundation Trust (new), Viking Global Investors, Markel Group, First Eagle Investment Management | +$4.31B |
| State Street SPDR S&P 500 ETF Trust | 6 | Bridgewater Associates, Oaktree Capital Management (new), Two Sigma Investments, Renaissance Technologies (new), Third Point LLC (new), Polen Capital Management | +$2.67B |
| DANAHER CORP DEL | 6 | BlackRock, Tiger Global Management (new), Dodge & Cox, Renaissance Technologies, Duquesne Family Office (new), Third Point LLC | +$863.2M |
| CARVANA CO | 6 | Lone Pine Capital, Duquesne Family Office (new), Coatue Management, Polen Capital Management, Renaissance Technologies, Viking Global Investors | +$49.2M |
| MEDTRONIC PLC | 6 | Renaissance Technologies (new), First Eagle Investment Management, Two Sigma Investments, Bridgewater Associates, Dodge & Cox, BlackRock | −$268.7M |
| Broadcom Inc | 5 | BlackRock, Coatue Management, Renaissance Technologies, Appaloosa LP (new), Soros Fund Management | +$31.63B |
| Eli Lilly & Co | 5 | BlackRock, Two Sigma Investments, ARK Investment Management, Bridgewater Associates, Duquesne Family Office (new) | +$20.08B |
| THERMO FISHER SCIENTIFIC INC | 5 | Dodge & Cox, BlackRock, Viking Global Investors, Duquesne Family Office (new), Markel Group | +$2.22B |
| UNION PAC CORP | 5 | BlackRock, Viking Global Investors (new), Two Sigma Investments, Third Point LLC, Markel Group | +$2.15B |
| CAPITAL ONE FINL CORP | 5 | BlackRock, Two Sigma Investments, Dodge & Cox, Third Point LLC, Bridgewater Associates (new) | +$1.63B |
| THE CIGNA GROUP | 5 | BlackRock, Two Sigma Investments, Dodge & Cox, Renaissance Technologies, Davis Selected Advisers | +$1.10B |
| CRH PLC | 5 | BlackRock, Hound Partners (new), Third Point LLC, Duquesne Family Office, Soros Fund Management | +$393.8M |
| SCHWAB CHARLES CORP | 5 | Two Sigma Investments, Renaissance Technologies (new), Dodge & Cox, Markel Group, BlackRock | +$392.3M |