Disclosed positions
| BRISTOL-MYERS SQUIBB CO | BMY | COM | $1,255,703,498 | 21,792,841 | SH | None |
| SOLVENTUM CORP | SOLV | COM SHS | $1,247,518,431 | 16,170,038 | SH | None |
| LIVE NATION ENTERTAINMENT IN | LYV | COM | $1,101,120,815 | 6,013,439 | SH | None |
| TRANSUNION | TRU | COM | $1,008,275,675 | 13,976,652 | SH | None |
| KENVUE INC | KVUE | COM | $963,678,965 | 50,427,994 | SH | None |
| SALESFORCE INC | CRM | COM | $911,579,004 | 5,818,837 | SH | None |
| AON PLC | AON | SHS CL A | $877,964,523 | 2,646,943 | SH | None |
| NEWS CORP NEW | NWSA | CL A | $796,410,704 | 32,074,535 | SH | None |
| AIRBNB INC | ABNB | COM CL A | $776,140,628 | 5,423,764 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $772,877,948 | 3,043,186 | SH | None |
| GARTNER INC | IT | COM | $723,663,534 | 5,582,962 | SH | None |
| INTERCONTINENTAL EXCHANGE IN | ICE | COM | $646,712,834 | 5,253,130 | SH | None |
| ZILLOW GROUP INC | Z | CL C CAP STK | $513,799,766 | 16,300,754 | SH | None |
| EBAY INC. | EBAY | COM | $508,088,472 | 4,546,653 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $466,445,318 | 2,578,328 | SH | None |
| FOX CORP | FOXA | CL A COM | $438,074,001 | 8,398,658 | SH | None |
| LAUDER ESTEE COS INC | EL | CL A | $390,150,136 | 4,941,737 | SH | None |
| OTIS WORLDWIDE CORP | OTIS | COM | $368,890,646 | 5,152,104 | SH | None |
| WARNER MUSIC GROUP CORP | WMG | COM CL A | $351,850,554 | 12,997,804 | SH | None |
| FOX CORP | FOX | CL B COM | $256,808,497 | 5,482,675 | SH | None |
| NEWS CORP NEW | NWS | CL B | $253,209,427 | 9,023,857 | SH | None |
| WARNER BROS DISCOVERY INC | WBD | COM SER A | $217,490,493 | 8,157,933 | SH | None |
| ZILLOW GROUP INC | ZG | CL A | $115,220,033 | 3,672,937 | SH | None |
| RYAN SPECIALTY HOLDINGS INC | RYAN | CL A | $99,904,992 | 2,645,789 | SH | None |
| CORTEVA INC | CTVA | COM | $94,438,835 | 1,115,112 | SH | None |
| TKO GROUP HOLDINGS INC | TKO | CL A | $86,380,510 | 429,092 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.