Harris Associates 13F portfolio value increased from $36.11B to $41.11B this quarter.
They increased Workday while reducing Regeneron Pharmaceuticals.
The top three positions are Alphabet, Bank of America, and Charter Communications and they add up to ~16% of the portfolio.
This article is part of a series that provides an ongoing analysis of the changes made to Harris Associates' 13F stock portfolio on a quarterly basis. It is based on Harris Associates’ regulatory 13F Form