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Largest trades by estimated dollar size vs Q1 2026
Q2 2026 vs Q1 2026
You're seeing 17 of 47 positions. Create a free account to see every buy and sell.
Marriott Intl Inc New
Portfolio
7.02%
Shares
3.37M → 2.59M
Since Q-end
+15.6%
Stryker Corporation
Portfolio
6.72%
Shares
3.06M → 2.91M
Since Q-end
+3.0%
Waters Corp
Portfolio
6.25%
Shares
3.21M → 2.27M
Since Q-end
+26.8%
Mettler Toledo International
Portfolio
5.59%
Shares
568.5K → 0
Since Q-end
+38.9%
Visa Inc
Portfolio
5.08%
Shares
3.10M → 2.02M
Since Q-end
+23.3%
Uber Technologies Inc
Portfolio
4.73%
Shares
0 → 8.94M
Since Q-end
-2.9%
Mastercard Incorporated
Portfolio
4.69%
Shares
0 → 1.25M
Since Q-end
+28.3%
Alphabet Inc
Portfolio
4.64%
Shares
2.96M → 1.77M
Since Q-end
-19.6%
Church & Dwight Co Inc
Portfolio
4.58%
Shares
6.64M → 6.46M
Since Q-end
+15.4%
Procter & Gamble Co
Portfolio
4.38%
Shares
4.20M → 4.08M
Since Q-end
+15.0%
Microsoft Corp
Portfolio
4.36%
Shares
2.08M → 1.60M
Since Q-end
+42.9%
Fortinet Inc
Portfolio
4.09%
Shares
6.16M → 3.63M
Since Q-end
-19.6%
Taiwan Semiconductor Manufac
Portfolio
4.02%
Shares
0 → 1.15M
Since Q-end
-17.0%
Philip Morris Intl Inc
Portfolio
3.86%
Shares
5.11M → 2.91M
Since Q-end
+7.4%
Netflix Inc.
Portfolio
3.66%
Shares
0 → 6.99M
Since Q-end
-11.4%
Zoetis Inc
Portfolio
3.57%
Shares
3.88M → 0
Since Q-end
-30.2%
GE Vernova Inc
Portfolio
3.53%
Shares
0 → 409.8K
Since Q-end
-32.2%
30 more positions are hidden. It's free to see them all.
Source: SEC Form 13F-HR (CIK 0001569205). Positions are a quarter-end snapshot filed up to 45 days later and may have changed since. Only US-listed long positions and listed options are reported. Not investment advice.