Latest MARIETTA INVESTMENT PARTNERS LLC Stock Portfolio
$457Million
Equity Portfolio Value
Last Reported on: 13 May, 2024
About MARIETTA INVESTMENT PARTNERS LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MARIETTA INVESTMENT PARTNERS LLC reported an equity portfolio of $457.3 Millions as of 31 Mar, 2024.
The top stock holdings of MARIETTA INVESTMENT PARTNERS LLC are AAPL, MSFT, NVO. The fund has invested 5.8% of it's portfolio in APPLE INC and 5.1% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SONY GROUP CORP (SONY), ACCENTURE PLC IRELAND (ACN) and RIO TINTO PLC (RIO) stocks. They significantly reduced their stock positions in STMICROELECTRONICS N V (STM), SUPER MICRO COMPUTER INC (SMCI) and HAEMONETICS CORP MASS (HAE). MARIETTA INVESTMENT PARTNERS LLC opened new stock positions in UBER TECHNOLOGIES INC (UBER), NEXTRACKER INC and SALESFORCE INC (CRM). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), DR REDDYS LABS LTD (RDY) and CINTAS CORP (CTAS).
The top stock holdings of MARIETTA INVESTMENT PARTNERS LLC are AAPL, MSFT, NVO. The fund has invested 5.8% of it's portfolio in APPLE INC and 5.1% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SONY GROUP CORP (SONY), ACCENTURE PLC IRELAND (ACN) and RIO TINTO PLC (RIO) stocks. They significantly reduced their stock positions in STMICROELECTRONICS N V (STM), SUPER MICRO COMPUTER INC (SMCI) and HAEMONETICS CORP MASS (HAE). MARIETTA INVESTMENT PARTNERS LLC opened new stock positions in UBER TECHNOLOGIES INC (UBER), NEXTRACKER INC and SALESFORCE INC (CRM). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), DR REDDYS LABS LTD (RDY) and CINTAS CORP (CTAS).
New Buys
| Ticker | $ Bought |
|---|---|
| UBER TECHNOLOGIES INC | 3,068,280 |
| NEXTRACKER INC | 2,289,570 |
| SALESFORCE INC | 1,221,590 |
| NOMURA HLDGS INC | 862,553 |
| ING GROEP N.V. | 830,519 |
| TAIWAN SEMICONDUCTOR MFG LTD | 818,205 |
| CYBERARK SOFTWARE LTD | 683,200 |
| WNS HLDGS LTD | 332,083 |
New stocks bought by MARIETTA INVESTMENT PARTNERS LLC
Additions
| Ticker | % Inc. |
|---|---|
| WALMART INC | 200 |
| DR REDDYS LABS LTD | 139 |
| CINTAS CORP | 78.24 |
| NVIDIA CORPORATION | 35.00 |
| EATON CORP PLC | 20.5 |
| ELI LILLY & CO | 18.7 |
| VISA INC | 18.37 |
| INTUIT | 15.96 |
Additions to existing portfolio by MARIETTA INVESTMENT PARTNERS LLC
Reductions
| Ticker | % Reduced |
|---|---|
| STMICROELECTRONICS N V | -68.21 |
| SUPER MICRO COMPUTER INC | -39.78 |
| ITAU UNIBANCO HLDG S A | -35.43 |
| HAEMONETICS CORP MASS | -30.58 |
| EQT CORP | -21.36 |
| IDEXX LABS INC | -18.91 |
| ADVANCED MICRO DEVICES INC | -17.5 |
| ASTRAZENECA PLC | -16.37 |
MARIETTA INVESTMENT PARTNERS LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| SONY GROUP CORP | -1,456,050 |
| RELX PLC | -294,198 |
| RIO TINTO PLC | -518,688 |
| WNS HLDGS LTD | -415,350 |
| VISTEON CORP | -306,879 |
| ACCENTURE PLC IRELAND | -743,929 |
MARIETTA INVESTMENT PARTNERS LLC got rid off the above stocks
Current Stock Holdings of MARIETTA INVESTMENT PARTNERS LLC
Last Reported on: 13 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AA | ALCOA CORP | 0.07 | 9,700 | 327,763 | UNCHANGED | 0.00 | |
| AAPL | APPLE INC | 5.80 | 154,733 | 26,533,600 | REDUCED | -5.63 | |
| ABBV | ABBVIE INC | 1.03 | 25,993 | 4,733,320 | UNCHANGED | 0.00 | |
| ABNB | AIRBNB INC | 0.09 | 2,605 | 429,721 | ADDED | 1.36 | |
| ABT | ABBOTT LABS | 0.50 | 20,226 | 2,298,890 | UNCHANGED | 0.00 | |
| ACN | ACCENTURE PLC IRELAND | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ADBE | ADOBE INC | 0.42 | 3,784 | 1,909,410 | REDUCED | -5.57 | |
| AGG | ISHARES TR | 0.26 | 9,600 | 1,182,530 | REDUCED | -0.72 | |
| AGG | ISHARES TR | 0.09 | 745 | 391,669 | REDUCED | -2.61 | |
| AGG | ISHARES TR | 0.06 | 788 | 265,595 | UNCHANGED | 0.00 | |
| ALSN | ALLISON TRANSMISSION HLDGS I | 0.36 | 20,370 | 1,653,230 | UNCHANGED | 0.00 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.38 | 9,530 | 1,720,070 | REDUCED | -17.5 | |
| AME | AMETEK INC | 1.84 | 46,079 | 8,427,850 | REDUCED | -1.08 | |
| AMZN | AMAZON COM INC | 1.09 | 27,524 | 4,964,780 | ADDED | 0.72 | |
| ANET | ARISTA NETWORKS INC | 2.07 | 32,684 | 9,477,710 | REDUCED | -2.27 | |
| AOS | SMITH A O CORP | 0.88 | 44,947 | 4,020,960 | REDUCED | -0.71 | |
| APH | AMPHENOL CORP NEW | 0.54 | 21,531 | 2,483,600 | REDUCED | -5.22 | |
| ASML | ASML HOLDING N V | 1.31 | 6,189 | 6,006,240 | REDUCED | -4.45 | |
| ATKR | ATKORE INC | 0.06 | 1,378 | 262,316 | UNCHANGED | 0.00 | |
| AVGO | BROADCOM INC | 0.47 | 1,610 | 2,133,910 | REDUCED | -0.31 | |
| AXP | AMERICAN EXPRESS CO | 0.14 | 2,750 | 626,148 | UNCHANGED | 0.00 | |
| AZN | ASTRAZENECA PLC | 0.21 | 13,950 | 945,113 | REDUCED | -16.37 | |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 1.24 | 477,275 | 5,650,940 | ADDED | 0.77 | |
| BIL | SPDR SER TR | 0.07 | 3,734 | 309,810 | ADDED | 1.63 | |
| BMI | BADGER METER INC | 0.23 | 6,606 | 1,068,920 | ADDED | 12.81 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 0.12 | 9,800 | 531,454 | UNCHANGED | 0.00 | |
| BR | BROADRIDGE FINL SOLUTIONS IN | 0.06 | 1,330 | 272,464 | NEW | ||
| CAT | CATERPILLAR INC | 0.19 | 2,357 | 863,676 | REDUCED | -12.09 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 2.35 | 34,475 | 10,731,400 | REDUCED | -7.03 | |
| CHD | CHURCH & DWIGHT CO INC | 0.27 | 11,949 | 1,246,400 | REDUCED | -1.89 | |
| CI | THE CIGNA GROUP | 0.75 | 9,490 | 3,446,670 | ADDED | 0.05 | |
| CINF | CINCINNATI FINL CORP | 0.06 | 2,300 | 285,591 | UNCHANGED | 0.00 | |
| CNHI | CNH INDL N V | 0.03 | 10,752 | 139,346 | NEW | ||
| CNQ | CANADIAN NAT RES LTD | 1.44 | 86,210 | 6,579,550 | REDUCED | -5.49 | |
| COP | CONOCOPHILLIPS | 0.13 | 4,720 | 600,762 | UNCHANGED | 0.00 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 0.22 | 11,536 | 1,017,130 | UNCHANGED | 0.00 | |
| CPA | COPA HOLDINGS SA | 0.16 | 6,966 | 725,579 | UNCHANGED | 0.00 | |
| CRM | SALESFORCE INC | 0.27 | 4,056 | 1,221,590 | NEW | ||
| CTAS | CINTAS CORP | 0.14 | 934 | 641,686 | ADDED | 78.24 | |
| CTVA | CORTEVA INC | 0.07 | 5,676 | 327,335 | UNCHANGED | 0.00 | |
| CVX | CHEVRON CORP NEW | 0.52 | 14,971 | 2,361,530 | REDUCED | -1.32 | |
| CYBR | CYBERARK SOFTWARE LTD | 0.15 | 2,572 | 683,200 | NEW | ||
| D | DOMINION ENERGY INC | 0.20 | 18,884 | 928,904 | UNCHANGED | 0.00 | |
| DD | DUPONT DE NEMOURS INC | 0.13 | 7,562 | 579,779 | UNCHANGED | 0.00 | |
| DE | DEERE & CO | 0.05 | 560 | 230,014 | UNCHANGED | 0.00 | |
| DIS | DISNEY WALT CO | 0.11 | 4,057 | 496,415 | REDUCED | -6.46 | |
| DOW | DOW INC | 0.10 | 7,562 | 438,067 | UNCHANGED | 0.00 | |
| DUK | DUKE ENERGY CORP NEW | 0.08 | 3,581 | 346,319 | UNCHANGED | 0.00 | |
| EQT | EQT CORP | 0.25 | 30,850 | 1,143,610 | REDUCED | -21.36 | |
| ETN | EATON CORP PLC | 1.66 | 24,281 | 7,592,180 | ADDED | 20.5 | |
| EXC | EXELON CORP | 0.07 | 8,500 | 319,345 | UNCHANGED | 0.00 | |
| F | FORD MTR CO DEL | 0.10 | 36,000 | 478,080 | UNCHANGED | 0.00 | |
| FANG | DIAMONDBACK ENERGY INC | 2.01 | 46,285 | 9,172,300 | ADDED | 0.69 | |
| FAST | FASTENAL CO | 0.81 | 47,858 | 3,691,770 | UNCHANGED | 0.00 | |
| FCX | FREEPORT-MCMORAN INC | 0.22 | 21,520 | 1,011,870 | REDUCED | -4.39 | |
| FIS | FIDELITY NATL INFORMATION SV | 0.10 | 6,226 | 461,845 | UNCHANGED | 0.00 | |
| FLEX | FLEX LTD | 1.64 | 262,565 | 7,511,980 | ADDED | 0.6 | |
| FNDA | SCHWAB STRATEGIC TR | 0.18 | 13,494 | 837,438 | ADDED | 1.61 | |
| FNDA | SCHWAB STRATEGIC TR | 0.08 | 4,695 | 382,314 | ADDED | 1.62 | |
| GIS | GENERAL MLS INC | 0.17 | 11,000 | 769,670 | UNCHANGED | 0.00 | |
| GLOB | GLOBANT S A | 0.11 | 2,460 | 496,674 | REDUCED | -1.2 | |
| GOOG | ALPHABET INC | 2.42 | 73,486 | 11,091,200 | ADDED | 1.44 | |
| GOOG | ALPHABET INC | 0.28 | 8,475 | 1,290,400 | UNCHANGED | 0.00 | |
| GWW | GRAINGER W W INC | 3.31 | 14,875 | 15,132,300 | ADDED | 0.28 | |
| HAE | HAEMONETICS CORP MASS | 0.05 | 2,474 | 211,156 | REDUCED | -30.58 | |
| HD | HOME DEPOT INC | 0.39 | 4,675 | 1,793,260 | ADDED | 0.34 | |
| HDB | HDFC BANK LTD | 1.51 | 123,372 | 6,905,130 | REDUCED | -12.05 | |
| HON | HONEYWELL INTL INC | 0.44 | 9,838 | 2,019,250 | UNCHANGED | 0.00 | |
| HUBB | HUBBELL INC | 0.97 | 10,661 | 4,424,850 | ADDED | 0.14 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.29 | 6,926 | 1,322,590 | UNCHANGED | 0.00 | |
| ICLR | ICON PLC | 0.22 | 3,012 | 1,011,880 | ADDED | 15.05 | |
| IDXX | IDEXX LABS INC | 0.06 | 536 | 289,402 | REDUCED | -18.91 | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 0.04 | 2,400 | 206,376 | NEW | ||
| IHG | INTERCONTINENTAL HOTELS GROU | 0.59 | 25,490 | 2,693,270 | ADDED | 0.93 | |
| ING | ING GROEP N.V. | 0.18 | 50,365 | 830,519 | NEW | ||
| INTC | INTEL CORP | 0.21 | 21,700 | 958,489 | REDUCED | -0.46 | |
| INTU | INTUIT | 0.06 | 436 | 283,400 | ADDED | 15.96 | |
| ITUB | ITAU UNIBANCO HLDG S A | 0.05 | 33,500 | 232,155 | REDUCED | -35.43 | |
| JCI | JOHNSON CTLS INTL PLC | 0.18 | 12,542 | 819,243 | REDUCED | -7.38 | |
| JNJ | JOHNSON & JOHNSON | 0.11 | 3,248 | 513,801 | UNCHANGED | 0.00 | |
| JPM | JPMORGAN CHASE & CO | 0.52 | 11,963 | 2,396,190 | REDUCED | -0.17 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 0.25 | 7,317 | 1,144,230 | REDUCED | -14.59 | |
| KMB | KIMBERLY-CLARK CORP | 0.54 | 19,153 | 2,477,440 | UNCHANGED | 0.00 | |
| KO | COCA COLA CO | 0.17 | 12,482 | 763,649 | UNCHANGED | 0.00 | |
| LECO | LINCOLN ELEC HLDGS INC | 0.62 | 11,029 | 2,817,250 | UNCHANGED | 0.00 | |
| LIN | LINDE PLC | 0.33 | 3,272 | 1,519,260 | ADDED | 1.24 | |
| LLY | ELI LILLY & CO | 0.80 | 4,709 | 3,663,410 | ADDED | 18.7 | |
| LNT | ALLIANT ENERGY CORP | 0.06 | 5,924 | 298,570 | UNCHANGED | 0.00 | |
| LRCX | LAM RESEARCH CORP | 0.32 | 1,503 | 1,460,270 | REDUCED | -3.84 | |
| LULU | LULULEMON ATHLETICA INC | 0.64 | 7,534 | 2,943,160 | ADDED | 15.82 | |
| LW | LAMB WESTON HLDGS INC | 1.15 | 49,343 | 5,256,510 | ADDED | 0.59 | |
| LYB | LYONDELLBASELL INDUSTRIES N | 0.10 | 4,400 | 450,032 | UNCHANGED | 0.00 | |
| LYFT | LYFT INC | 0.06 | 14,724 | 284,909 | NEW | ||
| MA | MASTERCARD INCORPORATED | 2.36 | 22,396 | 10,785,200 | REDUCED | -0.89 | |
| MAN | MANPOWERGROUP INC WIS | 0.16 | 9,676 | 751,245 | UNCHANGED | 0.00 | |
| MANH | MANHATTAN ASSOCIATES INC | 1.36 | 24,952 | 6,243,740 | ADDED | 3.44 | |
| MAR | MARRIOTT INTL INC NEW | 0.42 | 7,585 | 1,913,770 | UNCHANGED | 0.00 | |
| MAS | MASCO CORP | 0.06 | 3,200 | 252,416 | UNCHANGED | 0.00 | |
| MCD | MCDONALDS CORP | 0.10 | 1,678 | 473,112 | UNCHANGED | 0.00 | |
| MELI | MERCADOLIBRE INC | 1.18 | 3,576 | 5,406,770 | ADDED | 1.13 | |
| META | META PLATFORMS INC | 2.05 | 19,340 | 9,391,120 | ADDED | 0.96 | |
| MLM | MARTIN MARIETTA MATLS INC | 1.56 | 11,624 | 7,136,440 | ADDED | 0.55 | |
| MMM | 3M COMPANY | 0.26 | 11,210 | 1,189,040 | ADDED | 3.22 | |
| MRK | MERCK & CO INC | 0.92 | 31,950 | 4,215,800 | ADDED | 0.71 | |
| MSA | MSA SAFETY INC | 0.42 | 9,875 | 1,911,700 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 5.07 | 55,056 | 23,163,400 | REDUCED | -0.32 | |
| NFLX | NETFLIX INC | 0.05 | 360 | 218,639 | NEW | ||
| NICE | NICE LTD | 0.31 | 5,374 | 1,400,570 | UNCHANGED | 0.00 | |
| NMR | NOMURA HLDGS INC | 0.19 | 134,354 | 862,553 | NEW | ||
| NPK | NATIONAL PRESTO INDS INC | 0.08 | 4,425 | 370,815 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORPORATION | 2.24 | 11,362 | 10,266,200 | ADDED | 35.00 | |
| NVO | NOVO-NORDISK A S | 4.75 | 169,237 | 21,730,000 | ADDED | 0.13 | |
| NVS | NOVARTIS AG | 0.46 | 21,544 | 2,083,950 | ADDED | 1.85 | |
| OC | OWENS CORNING NEW | 0.91 | 24,836 | 4,142,640 | ADDED | 0.54 | |
| OMC | OMNICOM GROUP INC | 0.16 | 7,400 | 716,024 | UNCHANGED | 0.00 | |
| ORAN | ORANGE | 0.06 | 24,130 | 284,010 | ADDED | 11.65 | |
| ORCL | ORACLE CORP | 0.07 | 2,400 | 301,464 | UNCHANGED | 0.00 | |
| PEP | PEPSICO INC | 1.05 | 27,500 | 4,812,780 | UNCHANGED | 0.00 | |
| PFE | PFIZER INC | 0.07 | 11,965 | 332,029 | REDUCED | -7.64 | |
| PG | PROCTER AND GAMBLE CO | 0.97 | 27,461 | 4,455,550 | UNCHANGED | 0.00 | |
| PH | PARKER-HANNIFIN CORP | 0.38 | 3,171 | 1,762,410 | REDUCED | -6.68 | |
| PIII | P3 HEALTH PARTNERS INC | 0.00 | 15,000 | 15,450 | UNCHANGED | 0.00 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 0.20 | 39,810 | 916,028 | REDUCED | -2.93 | |
| PPG | PPG INDS INC | 0.36 | 11,318 | 1,639,980 | UNCHANGED | 0.00 | |
| PRU | PRUDENTIAL FINL INC | 0.18 | 7,200 | 845,280 | UNCHANGED | 0.00 | |
| PSX | PHILLIPS 66 | 0.08 | 2,360 | 385,482 | UNCHANGED | 0.00 | |
| RACE | FERRARI N V | 1.77 | 18,523 | 8,074,920 | ADDED | 0.38 | |
| RDY | DR REDDYS LABS LTD | 0.12 | 7,350 | 539,123 | ADDED | 139 | |
| RELX | RELX PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| RIO | RIO TINTO PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ROK | ROCKWELL AUTOMATION INC | 0.18 | 2,827 | 823,590 | UNCHANGED | 0.00 | |
| SBUX | STARBUCKS CORP | 0.26 | 12,952 | 1,183,680 | UNCHANGED | 0.00 | |
| SHEL | SHELL PLC | 0.23 | 15,924 | 1,067,540 | UNCHANGED | 0.00 | |
| SIG | SIGNET JEWELERS LIMITED | 0.16 | 7,283 | 728,810 | UNCHANGED | 0.00 | |
| SJM | SMUCKER J M CO | 0.06 | 2,320 | 292,018 | UNCHANGED | 0.00 | |
| SMCI | SUPER MICRO COMPUTER INC | 1.90 | 8,585 | 8,671,110 | REDUCED | -39.78 | |
| SNA | SNAP ON INC | 0.67 | 10,397 | 3,079,800 | REDUCED | -6.9 | |
| SONY | SONY GROUP CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SPGI | S&P GLOBAL INC | 0.09 | 935 | 397,796 | ADDED | 6.49 | |
| SPY | SPDR S&P 500 ETF TR | 0.05 | 404 | 211,320 | NEW | ||
| STM | STMICROELECTRONICS N V | 0.26 | 27,468 | 1,187,720 | REDUCED | -68.21 | |
| T | AT&T INC | 0.05 | 12,750 | 224,400 | UNCHANGED | 0.00 | |
| TER | TERADYNE INC | 0.09 | 3,800 | 428,754 | UNCHANGED | 0.00 | |
| TGT | TARGET CORP | 0.06 | 1,500 | 265,815 | UNCHANGED | 0.00 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 1.24 | 9,754 | 5,669,160 | REDUCED | -8.03 | |
| TPR | TAPESTRY INC | 0.29 | 28,060 | 1,332,290 | UNCHANGED | 0.00 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.18 | 6,014 | 818,205 | NEW | ||
| TT | TRANE TECHNOLOGIES PLC | 1.23 | 18,769 | 5,634,450 | REDUCED | -1.87 | |
| TTE | TOTALENERGIES SE | 0.06 | 4,200 | 289,086 | UNCHANGED | 0.00 | |
| TX | TERNIUM SA | 0.14 | 15,132 | 629,794 | UNCHANGED | 0.00 | |
| TXN | TEXAS INSTRS INC | 0.11 | 3,000 | 522,630 | UNCHANGED | 0.00 | |
| UBER | UBER TECHNOLOGIES INC | 0.67 | 39,853 | 3,068,280 | NEW | ||
| ULTA | ULTA BEAUTY INC | 1.46 | 12,751 | 6,667,240 | REDUCED | -0.19 | |
| URI | UNITED RENTALS INC | 1.66 | 10,544 | 7,603,380 | REDUCED | -1.37 | |
| USB | U S BANCORP DEL | 0.05 | 4,861 | 217,287 | REDUCED | -12.49 | |
| V | VISA INC | 0.20 | 3,331 | 929,608 | ADDED | 18.37 | |
| VC | VISTEON CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VOO | VANGUARD INDEX FDS | 0.28 | 2,638 | 1,268,090 | UNCHANGED | 0.00 | |
| WEC | WEC ENERGY GROUP INC | 0.25 | 13,800 | 1,133,260 | UNCHANGED | 0.00 | |
| WFC | WELLS FARGO CO NEW | 0.11 | 8,800 | 510,048 | UNCHANGED | 0.00 | |
| WMT | WALMART INC | 0.05 | 3,915 | 235,566 | ADDED | 200 | |
| WNS | WNS HLDGS LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XOM | EXXON MOBIL CORP | 1.45 | 57,077 | 6,634,630 | ADDED | 0.35 | |
| XYL | XYLEM INC | 0.19 | 6,624 | 856,086 | ADDED | 2.71 | |
| YUM | YUM BRANDS INC | 0.13 | 4,423 | 613,249 | UNCHANGED | 0.00 | |
| ZTS | ZOETIS INC | 0.47 | 12,599 | 2,131,880 | ADDED | 3.69 | |
| BERKSHIRE HATHAWAY INC DEL | 2.01 | 21,893 | 9,206,440 | REDUCED | -0.68 | ||
| FISERV INC | 1.60 | 45,709 | 7,305,210 | ADDED | 5.6 | ||
| NEXTRACKER INC | 0.50 | 40,689 | 2,289,570 | NEW | |||
| WNS HLDGS LTD | 0.07 | 6,572 | 332,083 | NEW |