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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
2001
Delos Wealth Advisors
Texas
$427 – – –
CWM
2002
Cedar Wealth Management
California
$285 -$960 -12 -75%
CCMW
2003
Cypress Capital Management (Wyoming)
Wyoming
$214 – – –
CPFP
2004
Clear Perspectives Financial Planning
Ohio
$214 +$240 +3 New
EH
2005
EMG Holdings
Connecticut
$142 -$936K -11,691 -100%
LPC
2006
Lone Pine Capital
Connecticut
– -$714M -8,294,340 Closed
Capital World Investors
2007
Capital World Investors
California
– -$490M -5,697,646 Closed
Fundsmith LLP
2008
Fundsmith LLP
United Kingdom
– -$483M -5,611,242 Closed
FIS
2009
Fundsmith Investment Services
Mauritius
– -$210M -2,439,225 Closed
Holocene Advisors
2010
Holocene Advisors
New York
– -$187M -2,167,831 Closed
SC
2011
Samlyn Capital
New York
– -$175M -2,032,770 Closed
Viking Global Investors
2012
Viking Global Investors
Connecticut
– -$148M -1,713,801 Closed
OCBV
2013
Ownership Capital B.V.
Netherlands
– -$137M -1,593,884 Closed
SM
2014
SCGE Management
California
– -$108M -1,250,000 Closed
MCM
2015
Marsico Capital Management
Colorado
– -$51.9M -603,214 Closed
SIG
2016
Senator Investment Group
New York
– -$49.1M -570,000 Closed
EIP
2017
Epoch Investment Partners
New York
– -$37.1M -430,855 Closed
MGCM
2018
Mane Global Capital Management
New York
– -$36M -418,552 Closed
HMP
2019
HS Management Partners
New York
– -$34.3M -398,298 Closed
Mawer Investment Management
2020
Mawer Investment Management
Alberta, Canada
– -$26.1M -302,971 Closed
Walleye Capital
2021
Walleye Capital
New York
– -$23.9M -298,612 Closed
ECM
2022
Engle Capital Management
Connecticut
– -$22.6M -262,000 Closed
WP
2023
Woodline Partners
California
– -$19.4M -225,263 Closed
Select Equity Group
2024
Select Equity Group
New York
– -$17.3M -216,662 Closed
MDSL
2025
M.D. Sass LLC
New York
– -$16.6M -193,290 Closed