Warren Buffett unveiled a purchase in UNH stock in 2025. The position could be costing Berkshire Hathaway in 2026.
Fundsmith’s 13F portfolio value increased from $24.54B to $25.28B in Q3 2024, maintaining 40 holdings with top five assets comprising 42% of the portfolio. Significant stake increases include IDEXX ...
Baillie Gifford's 13F portfolio value decreased from ~$130B to ~$115B, with top holdings including MercadoLibre, Amazon, Spotify, Shopify, and Sea Limited. Significant stake increases were made in PDD ...
In terms of shares owned, we count 4 of the above funds having increased existing C positions from 12/31/2024 to 03/31/2025, with 3 having decreased their positions. Looking beyond these particular ...
In late 2022, the Securities and Exchange Commission (SEC) adopted rule changes that will require institutional investment managers who file Form 13F to annually file a Form N-PX disclosing the manner ...