New positions
Every stock our long-term investors bought for the first time last quarter.
- Alliance Laundry HoldingsALH
- Buyers
- 4 of 4
- Value
- $83m
- Rackspace TechnologyRXT
- Buyers
- 3 of 3
- Value
- $54m
- Piedmont Realty TrustPDM
- Buyers
- 3 of 4
- Value
- $53m
- ParsonsPSN
- Buyers
- 5 of 5
- Value
- $48m
- Mission ProduceAVO
- Buyers
- 4 of 4
- Value
- $19m
- BandwidthBAND
- Buyers
- 3 of 3
- Value
- $7m
- BillionToOneBLLN
- Buyers
- 3 of 3
- Value
- $3m
- Amazon.comAMZN
- Buyers
- 21 of 60
- Value
- $36.6bn
- VisaV
- Buyers
- 14 of 52
- Value
- $28.7bn
- Taiwan Semiconductor ManufacturingTSM
- Buyers
- 12 of 47
- Value
- $25.0bn
- Moody'sMCO
- Buyers
- 6 of 26
- Value
- $20.4bn
- Thermo Fisher ScientificTMO
- Buyers
- 18 of 31
- Value
- $7.7bn
- Walt DisneyDIS
- Buyers
- 18 of 42
- Value
- $6.9bn
- Sunbelt Rentals HoldingsSUNB
- Buyers
- 4 of 19
- Value
- $6.8bn
- GE HealthCare TechnologiesGEHC
- Buyers
- 11 of 18
- Value
- $6.1bn
- TE ConnectivityTEL
- Buyers
- 10 of 19
- Value
- $5.7bn
- Arthur J. GallagherAJG
- Buyers
- 8 of 15
- Value
- $4.6bn
- OracleORCL
- Buyers
- 5 of 29
- Value
- $4.5bn
- Restaurant Brands InternationalQSR
- Buyers
- 4 of 13
- Value
- $4.4bn
- Texas InstrumentsTXN
- Buyers
- 5 of 26
- Value
- $4.3bn
- Roper TechnologiesROP
- Buyers
- 8 of 10
- Value
- $3.9bn
- Seagate Technology HoldingsSTX
- Buyers
- 3 of 7
- Value
- $3.9bn
- Microchip TechnologyMCHP
- Buyers
- 4 of 10
- Value
- $3.6bn
- ASML Holding NVASML
- Buyers
- 3 of 16
- Value
- $3.6bn
- Lam ResearchLRCX
- Buyers
- 3 of 15
- Value
- $3.2bn
- Marsh & McLennan CompaniesMRSH
- Buyers
- 5 of 17
- Value
- $3.2bn
- Magna InternationalMGA
- Buyers
- 4 of 9
- Value
- $3.2bn
- QualcommQCOM
- Buyers
- 5 of 21
- Value
- $3.1bn
- KKRKKR
- Buyers
- 4 of 14
- Value
- $2.7bn
- CNH IndustrialCNH
- Buyers
- 8 of 16
- Value
- $2.5bn
- Brown & BrownBRO
- Buyers
- 5 of 11
- Value
- $2.5bn
- FlexFLEX
- Buyers
- 3 of 10
- Value
- $2.5bn
- AppLovinAPP
- Buyers
- 4 of 6
- Value
- $2.5bn
- SAP SESAP
- Buyers
- 10 of 14
- Value
- $2.2bn
- NXP SemiconductorsNXPI
- Buyers
- 4 of 13
- Value
- $2.2bn
- Morgan StanleyMS
- Buyers
- 3 of 18
- Value
- $2.0bn
- CumminsCMI
- Buyers
- 4 of 12
- Value
- $2.0bn
- Vulcan MaterialsVMC
- Buyers
- 4 of 11
- Value
- $1.9bn
- AlconALC
- Buyers
- 5 of 9
- Value
- $1.9bn
- AbbVieABBV
- Buyers
- 7 of 25
- Value
- $1.9bn
- Lockheed MartinLMT
- Buyers
- 5 of 17
- Value
- $1.5bn
- McCormickMKC
- Buyers
- 4 of 7
- Value
- $1.4bn
- LindeLIN
- Buyers
- 4 of 12
- Value
- $1.4bn
- Biomarin PharmaceuticalBMRN
- Buyers
- 3 of 8
- Value
- $1.4bn
- Novo Nordisk A SNVO
- Buyers
- 6 of 10
- Value
- $1.3bn
- Toronto Dominion BankTD
- Buyers
- 2 of 6
- Value
- $1.3bn
- Sony GroupSONY
- Buyers
- 5 of 9
- Value
- $1.2bn
- Horton D RDHI
- Buyers
- 3 of 14
- Value
- $1.2bn
- Affiliated Managers GroupAMG
- Buyers
- 4 of 11
- Value
- $1.2bn
- Royal Caribbean CruisesRCL
- Buyers
- 3 of 6
- Value
- $1.2bn