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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘21
IBM icon
1
IBM
IBM
$216B
910 1,458 548 71.7%
DELL icon
2
Dell
DELL
$361B
448 519 71 911%
AAPL icon
3
Apple
AAPL
$4.91T
436 1,957 1,521 89.3%
BABA icon
4
Alibaba
BABA
$281B
400 723 323 4.67%
MSFT icon
5
Microsoft
MSFT
$3.67T
307 1,951 1,644 46.8%
GE icon
6
GE Aerospace
GE
$326B
213 698 485 434%
NVS icon
7
Novartis
NVS
$267B
145 473 328 60.5%
ORCL icon
8
Oracle
ORCL
$446B
138 888 750 69.3%
WFC icon
9
Wells Fargo
WFC
$260B
124 806 682 79.5%
XOM icon
10
ExxonMobil
XOM
$672B
107 1,208 1,101 167%
HD icon
11
Home Depot
HD
$299B
100 1,298 1,198 27.7%
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.21T
79 1,269 1,190 138%
BRK.A icon
13
Berkshire Hathaway Class A
BRK.A
$1.09T
61 133 72 69.4%
AZN icon
14
AstraZeneca
AZN
$258B
55 325 270 42.6%
ANET icon
15
Arista Networks
ANET
$251B
54 272 218 455%
NVDA icon
16
NVIDIA
NVDA
$5.37T
26 1,150 1,124 656%
SAN icon
17
Banco Santander
SAN
$208B
19 109 90 335%
BHP icon
18
BHP
BHP
$219B
10 170 160 60.2%
AXP icon
19
American Express
AXP
$210B
3 689 686 90.4%
RY icon
20
Royal Bank of Canada
RY
$281B
0 211 211 91.5%