As of Q1 2026, William Von Mueffling reported 38 long-equity positions worth $15.05B in aggregate.
Copy-investor backtest
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | Reduce -48.8% | 3.46% | 1,521,843 | $520.15M | $341.79 | $265.10 - $395.95(59%)$268.87 -> $341.79 |
| FWONK | LIBERTY MEDIA CORP DEL | Reduce -39.3% | 0.58% | 1,035,685 | $88.05M | $85.02 | $80.15 - $99.24(26%)$98.04 -> $85.02 |
| FLUT | FLUTTER ENTMT PLC | Reduce -39.2% | 0.93% | 1,375,776 | $140.26M | $101.95 | $98.88 - $226.56(2%)$218.27 -> $101.95 |
| TME | TENCENT MUSIC ENTMT GROUP | Reduce -28.5% | 0.83% | 13,382,595 | $124.19M | $9.28 | $9.15 - $18.73(1%)$17.86 -> $9.28 |
| LPLA | LPL FINL HLDGS INC | Reduce -12.0% | 0.65% | 324,927 | $97.75M | $300.83 | $282.27 - $400.16(16%)$361.63 -> $300.83 |
| TW | TRADEWEB MKTS INC | Reduce -11.9% | 1.85% | 2,367,041 | $278.51M | $117.66 | $97.06 - $126.85(69%)$106.20 -> $117.66 |
| AVGO | BROADCOM INC | Reduce -11.9% | 8.34% | 4,056,002 | $1.26B | $309.51 | $289.96 - $360.66(28%)$347.62 -> $309.51 |
| AMT | AMERICAN TOWER CORP | Reduce -11.9% | 1.85% | 1,612,473 | $278.28M | $172.58 | $165.08 - $195.45(25%)$174.80 -> $172.58 |
| ENTG | ENTEGRIS INC | Reduce -11.9% | 1.69% | 2,166,428 | $253.99M | $117.24 | $85.36 - $142.50(56%)$89.56 -> $117.24 |
| ADBE | ADOBE INC | Reduce -11.9% | 1.65% | 1,019,710 | $247.87M | $243.08 | $233.16 - $351.12(8%)$333.30 -> $243.08 |
| ALC | ALCON AG | Reduce -11.9% | 1.26% | 2,507,095 | $188.91M | $75.35 | $73.12 - $87.64(15%)$77.60 -> $75.35 |
| GOOGL | ALPHABET INC | Reduce -11.9% | 7.10% | 3,715,061 | $1.07B | $287.56 | $272.11 - $349.00(20%)$315.15 -> $287.56 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Reduce -11.9% | 5.60% | 2,493,551 | $842.7M | $337.95 | $311.70 - $390.21(33%)$319.61 -> $337.95 |
| IBKR | INTERACTIVE BROKERS GROUP IN | Reduce -11.9% | 5.01% | 11,245,881 | $754.26M | $67.07 | $63.02 - $79.18(25%)$67.23 -> $67.07 |
| SPGI | S&P GLOBAL INC | Reduce -11.9% | 4.37% | 1,547,303 | $658.13M | $425.34 | $381.61 - $552.25(26%)$512.66 -> $425.34 |
| V | VISA INC | Reduce -11.9% | 3.45% | 1,718,158 | $519.3M | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| MSFT | MICROSOFT CORP | Reduce -11.9% | 2.74% | 1,112,265 | $411.73M | $370.17 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| CME | CME GROUP INC | Reduce -11.9% | 2.72% | 1,386,346 | $409.46M | $295.35 | $262.19 - $329.16(50%)$269.68 -> $295.35 |
| FERG | FERGUSON ENTERPRISES INC | Reduce -11.9% | 2.71% | 1,749,302 | $408.04M | $233.26 | $214.51 - $271.64(33%)$225.02 -> $233.26 |
| FAST | FASTENAL CO | Reduce -11.9% | 2.52% | 8,166,664 | $378.93M | $46.40 | $39.86 - $48.45(76%)$40.44 -> $46.40 |
| TMO | THERMO FISHER SCIENTIFIC INC | Reduce -11.9% | 2.51% | 769,698 | $378.33M | $491.53 | $458.34 - $643.99(18%)$592.51 -> $491.53 |
| LYV | LIVE NATION ENTERTAINMENT IN | Reduce -11.9% | 2.50% | 2,465,059 | $375.95M | $152.51 | $136.42 - $168.54(50%)$145.31 -> $152.51 |
| A | AGILENT TECHNOLOGIES INC | Reduce -11.9% | 2.08% | 2,745,829 | $312.97M | $113.98 | $109.90 - $150.10(10%)$137.95 -> $113.98 |
| YUM | YUM BRANDS INC | Reduce -11.9% | 1.87% | 1,811,796 | $281.7M | $155.48 | $148.24 - $169.39(34%)$150.49 -> $155.48 |
| SSNC | SS&C TECH HLDGS | Reduce -11.9% | 1.68% | 3,753,093 | $253.6M | $67.57 | $65.05 - $89.36(10%)$85.75 -> $67.57 |
| MCO | MOODYS CORP | Reduce -11.9% | 1.14% | 392,513 | $171.23M | $436.25 | $402.28 - $546.88(23%)$498.98 -> $436.25 |
| ADI | ANALOG DEVICES INC | Reduce -11.9% | 4.04% | 1,911,491 | $608.12M | $318.14 | $270.46 - $363.20(51%)$273.74 -> $318.14 |
| ICE | INTERCONTINENTAL EXCHANGE IN | Reduce -11.9% | 3.07% | 2,941,954 | $462.71M | $157.28 | $144.18 - $176.05(41%)$159.99 -> $157.28 |
| BLK | BLACKROCK INC | Reduce -11.9% | 2.90% | 453,282 | $435.93M | $961.71 | $917.39 - $1181.36(17%)$1085.06 -> $961.71 |
| AON | AON PLC | Reduce -11.9% | 2.35% | 1,095,574 | $353.63M | $322.78 | $304.59 - $358.04(34%)$344.27 -> $322.78 |
| IQV | IQVIA HLDGS INC | Reduce -11.9% | 1.94% | 1,710,896 | $291.78M | $170.54 | $156.67 - $247.05(15%)$225.37 -> $170.54 |
| CBRE | CBRE GROUP INC | Reduce -11.8% | 3.54% | 3,931,976 | $532.63M | $135.46 | $125.78 - $174.27(20%)$160.19 -> $135.46 |
| TCOM | TRIP COM GROUP LTD | Reduce -1.7% | 1.52% | 4,589,621 | $228.52M | $49.79 | $48.48 - $78.99(4%)$74.49 -> $49.79 |
