High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
2001
MC
2001
Maverick Capital
Texas
$143M +321% 2,779,616
2002
JPMorgan Chase & Co
2002
JPMorgan Chase & Co
New York
$143M +392% 1,606,669
2003
Wellington Management Group
2003
Wellington Management Group
Massachusetts
$143M +4,704% 2,862,054
2004
Nordea Investment Management
2004
Nordea Investment Management
Sweden
$143M +361% 732,644
2005
Cohen & Steers
2005
Cohen & Steers
New York
$143M +348% 4,278,008
2006
WRF
2006
Waddell & Reed Financial
Kansas
$143M +126% 974,747
2007
Bank of America
2007
Bank of America
North Carolina
$143M +11,089% 2,379,298
2008
Goldman Sachs
2008
Goldman Sachs
New York
$143M +6,775% 4,240,031
2009
Citadel Advisors
2009
Citadel Advisors
Florida
$143M +462% 2,190,409
2010
AL
2010
AJO LP
Pennsylvania
$143M +9,582% 1,391,045
2011
BlackRock
2011
BlackRock
New York
$143M +48,789% 4,850,102
2012
BlackRock
2012
BlackRock
New York
$143M +179,013% 2,661,921
2013
Balyasny Asset Management
2013
Balyasny Asset Management
Illinois
$143M +1,563% 3,057,153
2014
BlackRock
2014
BlackRock
New York
$142M +69,549% 2,314,603
2015
Bank of Montreal
2015
Bank of Montreal
Ontario, Canada
$142M +399% 354,909
2016
BlackRock
2016
BlackRock
New York
$142M +47,606% 3,337,631
2017
BlackRock
2017
BlackRock
New York
$142M +3,140% 2,825,792
2018
Balyasny Asset Management
2018
Balyasny Asset Management
Illinois
$142M +579% 2,952,999
2019
JPMorgan Chase & Co
2019
JPMorgan Chase & Co
New York
$142M +549% 3,737,596
2020
Two Sigma Advisers
2020
Two Sigma Advisers
New York
$142M +132% 1,093,472
2021
O
2021
OppenheimerFunds
New York
$141M +114% 1,346,064
2022
BlackRock
2022
BlackRock
New York
$141M +7,293% 10,913,199
2023
NSLI
2023
Nan Shan Life Insurance
Taiwan
$141M +237% 7,109,199
2024
AllianceBernstein
2024
AllianceBernstein
Tennessee
$141M +112% 2,375,626
2025
BlackRock
2025
BlackRock
New York
$141M +47,203% 3,516,129