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Apple Inc.

The fund bought $409.3 million of stock, lifting 98 positions and trimming none, with Apple and NVIDIA the largest additions.

Amazon.com Inc

The fund bought $483.1 million of stock, lifting all 47 positions and selling nothing, with $107.6 million into Amazon and $82.6 million into Tesla.

Advanced Micro Devices, Inc.

The fund's $513.3 million in gross trading was entirely buys, lifting 28 positions with no decreases.

Banc of California, Inc.

LOS ANGELES, November 06, 2026--Banc of California, Inc. (the "Company") (NYSE: BANC) announced today that its Board of Directors declared a quarterly...

Gray Media Inc

ATLANTA, Nov. 06, 2026 (GLOBE NEWSWIRE) -- Gray Media, Inc. (“Gray”) (NYSE: GTN) announced today that its Board of Directors has authorized a quarterl...

The fund added $547.3 million across all 76 holdings, led by a $70.9 million increase in Berkshire Hathaway.

York Water Co

The York Water (NASDAQ:YORW) reported quarterly earnings of $0.48 per share which beat the analyst consensus estimate of $0.47 by 2.13 percent. This i...

Ares Commercial Real Estate Corp

NEW YORK (AP) — NEW YORK (AP) — Ares Commercial Real Estate Corp. (ACRE) on Friday reported third-quarter profit of $10 million.

PayPal Holdings, Inc.

Key TakeawaysPayPal raised its 2026 adjusted EPS outlook to about $5. 60 after third-quarter EPS of $1.

United Therapeutics Corporation

The fund bought $109.8 million of Glaukos as a new position and sold out of Okta for $238.4 million.

The fund sold $839.8 million of stock on Wednesday, Nov. 4, cutting 496 positions with no buys.

The fund added $932.2 million across all 30 of its positions, with no sales, on a day it held $45.93 billion in assets.

F&G Annuities & Life Inc

F&G Annuities & Life (NYSE:FG) reported third-quarter financial results on Friday. The transcript from the company’s third-quarter earnings ca...

TechTarget Inc

TechTarget, Inc. (TTGT) Q3 2026 Earnings Call November 6, 2026 8:30 AM ESTCompany ParticipantsCharles Rennick - VP, General Counsel & Corporate...

The fund bought $585.6 million more than it sold, with Okta Inc. its largest new position at $224.7 million.

The fund added $997.1 million in net new positions, with Oracle, Apple and Nvidia among its largest buys.

U.S. stocks were mixed: Nasdaq +1.75%, S&P +0.99%, Dow -0.21%, as October jobs beat forecasts; oil rose, while global markets mostly fell.

The fund added $1.58 billion in new buying across 1,851 positions, with Glaukos topping the list at $7.7 million.

The fund added $2.22 billion in gross purchases and sold nothing, increasing 495 positions.

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