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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘14
LVS icon
251
Las Vegas Sands
LVS
$29.6B
18 204 186 26.5%
MSTR icon
252
Strategy Inc
MSTR
$37.9B
18 58 40 635%
SNA icon
253
Snap-on
SNA
$21.3B
18 164 146 240%
LEN icon
254
Lennar Class A
LEN
$21.1B
17 150 133 137%
EXEL icon
255
Exelixis
EXEL
$12.7B
17 46 29 3,254%
EWT icon
256
iShares MSCI Taiwan ETF
EWT
$11.2B
17 64 47 240%
EXPE icon
257
Expedia Group
EXPE
$38.5B
17 153 136 266%
IT icon
258
Gartner
IT
$11.8B
17 106 89 155%
LYV icon
259
Live Nation Entertainment
LYV
$42.7B
17 99 82 663%
PWR icon
260
Quanta Services
PWR
$101B
17 180 163 1,747%
TPR icon
261
Tapestry
TPR
$32.4B
17 224 207 351%
MPC icon
262
Marathon Petroleum
MPC
$94.5B
17 271 254 694%
STZ icon
263
Constellation Brands
STZ
$22.9B
17 199 182 53.7%
BA icon
264
Boeing
BA
$184B
16 475 459 83.1%
CMS icon
265
CMS Energy
CMS
$21.8B
16 160 144 135%
VLO icon
266
Valero Energy
VLO
$93.3B
16 304 288 600%
WCN
267
Waste Connections
WCN
$42B
16 109 93 416%
KMB icon
268
Kimberly-Clark
KMB
$36.1B
16 446 430 5.26%
NDAQ icon
269
Nasdaq
NDAQ
$53.1B
16 132 116 572%
PKG icon
270
Packaging Corp of America
PKG
$22.9B
16 138 122 304%
SCCO icon
271
Southern Copper
SCCO
$164B
16 108 92 616%
BIDU icon
272
Baidu
BIDU
$35.9B
16 209 193 51.5%
BPOP icon
273
Popular Inc
BPOP
$11.1B
16 74 58 494%
TTMI icon
274
TTM Technologies
TTMI
$13.8B
16 52 36 1,822%
ADBE icon
275
Adobe
ADBE
$105B
15 240 225 281%