Stock Taper 
WEITZ INVESTMENT MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Microsoft Corporation | MSFT | 153.2K | $57.15M |
 Netflix, Inc. | NFLX | 147.2K | $10.51M |
 Mastercard Incorporated | MA | 145.35K | $74.65M |
| LB LIBERTY BROADBAND SRS A ORD | LBRDA | 123.75K | $4.12M |
 Accenture plc | ACN | 119.7K | $14.9M |
 Thermo Fisher Scientific Inc. | TMO | 115.2K | $57.76M |
 Meta Platforms, Inc. | META | 102.96K | $58M |
 Labcorp Holdings Inc. | LH | 99.05K | $27.73M |
 Analog Devices, Inc. | ADI | 85.22K | $33.85M |
 Texas Instruments Incorporated | TXN | 77.9K | $23.22M |
 Veralto Corporation | VLTO | 77.5K | $6.87M |
 Oracle Corporation | ORCL | 55K | $8.06M |
 Salesforce, Inc. | CRM | 49.3K | $7.72M |
 Martin Marietta Materials, Inc. | MLM | 47.37K | $27.32M |
 Comcast Corporation | CMCSA | 47K | $1.15M |
 Repligen Corporation | RGEN | 40.8K | $5.57M |
 Capital One Financial Corporation | COF | 40K | $8.02M |
 IDEXX Laboratories, Inc. | IDXX | 35.3K | $18.58M |
 NVIDIA Corporation | NVDA | 35K | $7M |
 Fortive Corporation | FTV | 21.75K | $1.33M |