Market Actions for May 2026

Jefferies Group

Add transactions in SPDR Gold Trust $GLD, Broadcom Inc. $AVGO, State Street SPDR S&P Biotech ETF $XBI, iShares MSCI Emerging Markets ETF $EEM, Johnson Controls International plc $JCI, and 47 more.

Add

Jefferies Group

Trim transactions in SPDR S&P 500 ETF Trust $SPY, Alphabet Cl C $GOOG, NVIDIA Corporation $NVDA, IREN Limited $IREN, iShares Russell 2000 ETF $IWM, and 131 more.

Trim

Chuck AkreAkre Capital Management

Trim transactions in Mastercard Incorporated Common Stock $MA, Brookfield Corporation $BN, Visa Inc. $V, KKR & Co Inc $KKR, Moody's Corporation Common Stock $MCO, and 9 more.

Trim

Tweedy Browne

Add transactions in CNH Industrial N.V. Common Shares $CNHI, UniFirst Corporation $UNF, Envista Holdings Corporation Common Stock $NVST, Johnson & Johnson $JNJ, StoneX Group Inc. $SNEX, and 44 more.

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Tom RussoGardner Russo & Gardner

Trim transactions in Alphabet Cl C $GOOG, Compagnie Financière Richemont S.A. $CFR.SW, Mastercard Incorporated Common Stock $MA, JP Morgan Chase & Co. Common Stock $JPM, Berkshire Hathaway Inc. $BRK-A, and 35 more.

Trim

Baillie Gifford

Trim transactions in Sea Limited $SE, Shopify Inc Class A subordinate voting shares $SHOP, AppLovin Corporation $APP, MercadoLibre Inc $MELI, Netflix Inc $NFLX, and 105 more.

Trim

Sands Capital

Trim transactions in Microsoft Corp $MSFT, AppLovin Corporation $APP, ServiceNow Inc $NOW, NVIDIA Corporation $NVDA, Shopify Inc Class A subordinate voting shares $SHOP, and 44 more.

Trim

Tweedy Browne

Trim transactions in Ionis Pharmaceuticals, Inc. $IONS, Wells Fargo & Co $WFC, Autoliv, Inc. $ALV, FedEx Corporation $FDX, Alphabet Inc $GOOGL, and 20 more.

Trim

Tom GaynerMarkel

Add transactions in DEERE & COMPANY $DE, Analog Devices Inc $ADI, Caterpillar, Inc. Common Stock $CAT, Franco-Nevada Corporation $FNV, Johnson & Johnson $JNJ, and 44 more.

Add

Tom GaynerMarkel

Trim transactions in Alphabet Cl C $GOOG, Brookfield Corporation $BN, Microsoft Corp $MSFT, KKR & Co Inc $KKR, Blackstone Group Inc $BX, and 64 more.

Trim

Howard MarksOaktree Capital

Exit $-552.7K of disclosed value in Unmapped 13F security.

Exit

PRIMECAP Management

Trim transactions in Eli Lilly and Co $LLY, Boston Scientific Corporation $BSX, Microsoft Corp $MSFT, Tesla Inc $TSLA, Alibaba Group Holding Limited $BABA, and 122 more.

Trim

PRIMECAP Management

Exit $-3.4B of disclosed value in Unmapped 13F security.

Exit

PRIMECAP Management

Add transactions in Intel Corp $INTC, FedEx Corporation $FDX, ConocoPhillips $COP, Ross Stores Inc $ROST, Micron Technology Inc $MU, and 90 more.

Add

Baillie Gifford

Add transactions in Petróleo Brasileiro S.A. - Petrobras $PBR, Credicorp Ltd. $BAP $BAP, Moderna, Inc. $MRNA, EOG Resources, Inc. Common Stock $EOG, Philip Morris International Inc $PM, and 35 more.

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