Bill Nygren — Recent Buys
Harris Associates · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Bill Nygren opened 13 new positions and increased 50 existing holdings in the Q2 '26 filing — a combined buy footprint of $33.32B. Largest new position: BOOKING HOLDINGS INC at $277.6M.
New positions (13)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | 1557503 | $277.6M | 0.37% |
| ACN | ACCENTURE PLC IRELAND | 2120000 | $263.8M | 0.35% |
| COO | COOPER COS INC | 766520 | $55.0M | 0.07% |
| BIRK | BIRKENSTOCK HOLDING PLC | 185100 | $8.0M | 0.01% |
| AMD | ADVANCED MICRO DEVICES INC | 875 | $508K | 0.00% |
| INTC | INTEL CORP | 1757 | $245K | 0.00% |
| MU | MICRON TECHNOLOGY INC | 180 | $208K | 0.00% |
| RSP | INVESCO EXCHANGE TRADED FD T | 969 | $206K | 0.00% |
| PUK | PRUDENTIAL PLC | 7635 | $205K | 0.00% |
| VUG | VANGUARD INDEX FDS | 1677 | $144K | 0.00% |
| SLQD | ISHARES TR | 563 | $47K | 0.00% |
| OEF | ISHARES TR | 292 | $34K | 0.00% |
| IJR | ISHARES TR | 177 | $26K | 0.00% |
Increased positions (50)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| CRM | SALESFORCE INC | 16151269 | $2.53B | 3.35% | +8.3% |
| IQV | IQVIA HLDGS INC | 12183830 | $2.35B | 3.12% | +0.0% |
| COF | Capital One Financial | 11492010 | $2.31B | 3.06% | +11.0% |
| SCHW | SCHWAB CHARLES CORP | 24201471 | $2.23B | 2.96% | +11.0% |
| ICE | Intercontinental Exchange | 18050700 | $2.22B | 2.95% | +10.5% |
| ELV | ELEVANCE HEALTH INC FORMERLY | 4924511 | $1.90B | 2.53% | +2.7% |
| MRSH | MARSH & MCLENNAN COS INC | 8687496 | $1.45B | 1.92% | +68.1% |
| SYY | SYSCO CORP | 16292380 | $1.36B | 1.81% | +48.0% |
| BAC | BANK OF AMER CORP | 23090903 | $1.32B | 1.74% | +22.1% |
| FISV | FISERV INC | 22210980 | $1.09B | 1.44% | +12.5% |
| UNP | UNION PAC CORP | 3844522 | $1.05B | 1.39% | +1.6% |
| AER | AERCAP HOLDINGS NV | 6460145 | $941.8M | 1.25% | +9.5% |
| GPN | GLOBAL PMTS INC | 12912987 | $937.0M | 1.24% | +8.9% |
| CDW | CDW CORP | 5543451 | $779.6M | 1.03% | +3.0% |
| ICLR | ICON PUB LTD CO | 4468146 | $776.2M | 1.03% | +2.7% |
| AMRZ | AMRIZE LTD | 13990945 | $745.7M | 0.99% | +23.3% |
| CG | Carlyle Group | 17661625 | $743.7M | 0.99% | +6.5% |
| CRBD | COREBRIDGE FINL INC | 25132155 | $719.5M | 0.95% | +0.7% |
| ROP | ROPER TECHNOLOGIES INC | 1974325 | $668.1M | 0.89% | +14.2% |
| CNH | CNH INDL N V | 59068990 | $663.3M | 0.88% | +1.6% |
| NDAQ | NASDAQ INC | 8092686 | $637.9M | 0.85% | +1.0% |
| TEL | TE CONNECTIVITY PLC | 3047993 | $614.5M | 0.81% | +8.2% |
| ADBE | ADOBE INC | 2829066 | $580.0M | 0.77% | +23.3% |
| SYF | SYNCHRONY FINANCIAL | 7446335 | $566.3M | 0.75% | +59.8% |
| RJF | RAYMOND JAMES FINL INC | 3693787 | $561.6M | 0.74% | +7.8% |
| CRL | CHARLES RIV LABS INTL INC | 2241144 | $508.3M | 0.67% | +4.1% |
| PAYC | PAYCOM SOFTWARE INC | 3397446 | $427.0M | 0.57% | +4.3% |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 7629819 | $418.9M | 0.56% | +3.4% |
| EQH | EQUITABLE HLDGS INC | 9489037 | $416.4M | 0.55% | +33495.5% |
| BDX | BECTON DICKINSON & CO | 2350963 | $355.8M | 0.47% | +5.8% |
| CMCSA | Comcast Corporation | 7173464 | $176.1M | 0.23% | +-72.9% |
| HLNCF | HALEON PLC | 16833252 | $157.1M | 0.21% | +12.0% |
| ABM | ABM INDS INC | 2912307 | $128.8M | 0.17% | +1.0% |
| WBD | WARNER BROS DISCOVERY INC | 4803194 | $128.1M | 0.17% | +-85.4% |
| MTN | VAIL RESORTS INC | 764385 | $104.1M | 0.14% | +2.5% |
| WMG | WARNER MUSIC GROUP CORP | 1611030 | $43.6M | 0.06% | +0.0% |
| CIGI | COLLIERS INTL GROUP INC | 354200 | $33.2M | 0.04% | +13.1% |
| MSFT | MICROSOFT CORP | 68612 | $25.6M | 0.03% | +915.4% |
| WDAY | WORKDAY INC | 192764 | $23.6M | 0.03% | +1552.2% |
| CHTR | Charter Communications | 96777 | $13.8M | 0.02% | +-97.6% |
| META | META PLATFORMS INC | 4655 | $2.6M | 0.00% | +4.3% |
| NVDA | NVIDIA CORPORATION | 12475 | $2.5M | 0.00% | +0.1% |
| JPM | JPMORGAN CHASE & CO | 6215 | $2.0M | 0.00% | +6.9% |
| BABA | ALIBABA GROUP HLDG LTD | 15413 | $1.5M | 0.00% | +14.7% |
| PM | PHILIP MORRIS INTL INC | 6093 | $1.1M | 0.00% | +19.5% |
| VTV | VANGUARD INDEX FDS | 4390 | $957K | 0.00% | +70.7% |
| WMT | WALMART INC | 2962 | $335K | 0.00% | +42.4% |
| PEP | PEPSICO INC | 2015 | $273K | 0.00% | +21.0% |
| UNLYF | UNILEVER PLC | 4516 | $272K | 0.00% | +9.5% |
| SAP | SAP SE | 1673 | $258K | 0.00% | +15.1% |