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ValueAct Capital: ADD — CRM
SALESFORCE INC add (11.3% of portfolio)
ValueAct Capital: REDUCE — AMZN
AMAZON COM INC reduce (11.2% of portfolio)
ValueAct Capital: ADD — RKT
ROCKET COS INC add (10.8% of portfolio)
ValueAct Capital: NEW BUY — BLK
BLACKROCK INC new buy (10.6% of portfolio)
ValueAct Capital: ADD — META
META PLATFORMS INC add (9.8% of portfolio)
Guy Spier: SOLD
TWITTER INC sold
Francis Chou: REDUCE — GOOG
ALPHABET INC reduce (11.3% of portfolio)
Francis Chou: REDUCE — SIRI
SIRIUSXM HOLDINGS INC reduce (4.1% of portfolio)
Francis Chou: REDUCE — C
CITIGROUP INC reduce (1.9% of portfolio)
Francis Chou: REDUCE — MCO
MOODYS CORP reduce (0.4% of portfolio)
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Francis Chou: SOLD
SUNRISE COMMUNICATIONS AG sold
Steven Romick: REDUCE — GOOGL
ALPHABET INC reduce (7.9% of portfolio)
Steven Romick: REDUCE — ADI
ANALOG DEVICES INC reduce (6.7% of portfolio)
Steven Romick: REDUCE — META
META PLATFORMS INC reduce (6.1% of portfolio)
Steven Romick: REDUCE — GOOG
ALPHABET INC reduce (5.6% of portfolio)
Steven Romick: REDUCE — C
CITIGROUP INC reduce (5.4% of portfolio)
AKO Capital: REDUCE — FLUT
FLUTTER ENTMT PLC reduce (10.2% of portfolio)
AKO Capital: REDUCE — ALC
ALCON AG reduce (9.3% of portfolio)
AKO Capital: REDUCE — V
VISA INC reduce (7.7% of portfolio)
AKO Capital: REDUCE — MSFT
MICROSOFT CORP reduce (7.5% of portfolio)
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AKO Capital: REDUCE — AMZN
AMAZON COM INC reduce (6.1% of portfolio)
David Abrams: REDUCE — GOOGL
ALPHABET INC reduce (10.6% of portfolio)
David Abrams: REDUCE — TPX
SOMNIGROUP INTERNATIONAL INC reduce (9.1% of portfolio)
David Abrams: REDUCE — META
META PLATFORMS INC reduce (3.8% of portfolio)
David Abrams: REDUCE — ET
ENERGY TRANSFER L P reduce (1.8% of portfolio)
David Abrams: SOLD
CIRCLE INTERNET GROUP INC sold
Ray Dalio: ADD — SPY
SPDR S&P 500 ETF TR add (11.1% of portfolio)
Ray Dalio: ADD — IVV
ISHARES TR add (10.4% of portfolio)
Ray Dalio: ADD — NVDA
NVIDIA CORPORATION add (2.6% of portfolio)
Ray Dalio: REDUCE — LRCX
LAM RESEARCH CORP reduce (1.9% of portfolio)
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