|
Wayfair Inc.
CL A
|
2,335,414
|
$679,629,000
|
8.09%
|
-633,438
|
+$92,954,000
|
|
Alphabet Inc.
CAP STK CL C
|
458,102
|
$673,227,000
|
8.01%
|
-56,024
|
-$53,547,000
|
|
CARMAX INC
|
6,578,390
|
$604,620,000
|
7.20%
|
-151,090
|
+$1,995,000
|
|
Facebook Inc
CL A
|
2,255,668
|
$590,759,000
|
7.03%
|
-36,651
|
+$70,242,000
|
|
UNITEDHEALTH GROUP INC
|
1,846,017
|
$575,533,000
|
6.85%
|
+412,062
|
+$152,588,000
|
|
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
SPONSORED ADS
|
6,748,099
|
$547,068,000
|
6.51%
|
-79,356
|
+$159,473,000
|
|
CREDIT ACCEPTANCE CORP
|
1,291,276
|
$437,278,000
|
5.21%
|
+85,063
|
-$68,137,000
|
|
Arista Networks, Inc.
|
1,948,767
|
$403,258,000
|
4.80%
|
-29,235
|
-$12,182,000
|
|
Liberty Media Corp
SER C FRMLA
|
10,579,595
|
$383,722,000
|
4.57%
|
+350,625
|
+$59,361,000
|
|
Jacobs Engineering Group Inc
|
4,123,907
|
$382,575,000
|
4.55%
|
-74,095
|
+$26,584,000
|
|
Intercontinental Exchange, Inc.
|
3,484,355
|
$348,610,000
|
4.15%
|
New
|
+$348,610,000
|
|
SCHWAB CHARLES CORP
|
9,606,264
|
$348,035,000
|
4.14%
|
-229,202
|
+$16,186,000
|
|
Walt Disney Co
DISNEY
|
2,792,692
|
$346,517,000
|
4.12%
|
-21,545
|
+$32,701,000
|
|
Mastercard Inc
CL A
|
995,537
|
$336,661,000
|
4.01%
|
-2,391
|
+$41,574,000
|
|
Berkshire Hathaway Inc
CL A
|
1,003
|
$320,961,000
|
3.82%
|
-25
|
+$46,177,000
|
|
Alphabet Inc.
CAP STK CL A
|
215,800
|
$316,276,000
|
3.76%
|
-32,383
|
-$35,660,000
|
|
Liberty Broadband Corp
SER C
|
2,188,128
|
$312,618,000
|
3.72%
|
-43,969
|
+$35,927,000
|
|
Fidelity National Information Services, Inc.
|
1,950,190
|
$287,087,000
|
3.42%
|
New
|
+$287,087,000
|
|
Berkshire Hathaway Inc
CL B
|
1,097,045
|
$233,605,000
|
2.78%
|
-8,855
|
+$36,191,000
|
|
Liberty Broadband Corp
SER A
|
969,746
|
$137,520,000
|
1.64%
|
-10,026
|
+$17,802,000
|
|
VISA INC.
CL A
|
530,691
|
$106,122,000
|
1.26%
|
-28,011
|
-$1,802,000
|
|
Liberty Media Corp
SER A FRMLA
|
337,775
|
$11,319,000
|
0.13%
|
-10,338
|
+$1,161,000
|
|
EXPEDITORS INTERNATIONAL OF WASHINGTON INC
|
102,132
|
$9,245,000
|
0.11%
|
No Change
|
+$1,479,000
|
|
Builders FirstSource, Inc.
|
79,461
|
$2,592,000
|
0.03%
|
-101
|
+$945,000
|
|
AMAZON COM INC
|
692
|
$2,179,000
|
0.03%
|
-114,651
|
-$316,032,000
|