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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘14
BRK.A icon
26
Berkshire Hathaway Class A
BRK.A
$1.12T
44 116 72 245%
CAT icon
27
Caterpillar
CAT
$387B
25 450 425 820%
MUFG icon
28
Mitsubishi UFJ Financial
MUFG
$254B
24 80 56 307%
TXN icon
29
Texas Instruments
TXN
$261B
23 316 293 435%
TMO icon
30
Thermo Fisher Scientific
TMO
$220B
22 368 346 374%
KLAC icon
31
KLA
KLAC
$259B
17 162 145 2,718%
GE icon
32
GE Aerospace
GE
$384B
15 800 785 206%
AZN icon
33
AstraZeneca
AZN
$250B
13 136 123 129%
NVDA icon
34
NVIDIA
NVDA
$5.42T
9 184 175 44,576%
AMAT icon
35
Applied Materials
AMAT
$428B
7 253 246 2,063%
C icon
36
Citigroup
C
$226B
6 476 470 149%
MA icon
37
Mastercard
MA
$493B
5 405 400 553%
PANW icon
38
Palo Alto Networks
PANW
$297B
3 122 119 1,681%