Overview
Abrams Capital
David Abrams Q2 2024 Total: $5.1B|
LAD
|
Lithia Motors, Inc. - Class A | 603.7M | 11.8% |
|
ABG
|
Asbury Automotive Group Inc | 480.5M | 9.4% |
|
GOOGL
|
Alphabet Inc - Class A | 376.5M | 7.4% |
Akre Capital Management
Chuck Akre Q2 2024 Total: $11.4B|
MA
|
Mastercard Incorporated - Class A | 1.8B | 15.7% |
|
MCO
|
Moody`s Corp. | 1.8B | 15.6% |
|
KKR
|
KKR & Co. Inc. | 1.4B | 12.7% |
AltaRock Partners
Mark Massey Q2 2024 Total: $4.9B|
TDG
|
Transdigm Group Incorporated | 1.4B | 28.2% |
|
MSFT
|
Microsoft Corporation | 864.8M | 17.8% |
|
AMZN
|
Amazon.com Inc. | 798.0M | 16.4% |
Appaloosa Management
David Tepper Q2 2024 Total: $6.2B|
BABA
|
Alibaba Group Holding Ltd - ADR | 756.0M | 12.2% |
|
AMZN
|
Amazon.com Inc. | 671.5M | 10.9% |
|
MSFT
|
Microsoft Corporation | 528.0M | 8.6% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 64.7K | 22.7% |
|
AXP
|
American Express Co. | 57.0K | 19.9% |
|
MA
|
Mastercard Incorporated - Class A | 32.5K | 11.4% |
Aspex Management
LI Ho Kei Q2 2024 Total: $4.7M|
MRVL
|
Marvell Technology Inc | 397.1K | 8.5% |
|
TER
|
Teradyne, Inc. | 317.4K | 6.8% |
|
SE
|
Sea Ltd - ADR | 305.8K | 6.5% |
Baillie Gifford
Andrew Driver Q2 2024 Total: $128.4B|
NVDA
|
NVIDIA Corp | 10.1B | 7.9% |
|
MELI
|
MercadoLibre Inc | 8.0B | 6.2% |
|
AMZN
|
Amazon.com Inc. | 7.4B | 5.8% |
Berkshire Hathaway
Warren Buffett Q2 2024 Total: $280.0B|
AAPL
|
Apple Inc | 84.2B | 30.1% |
|
BAC
|
Bank Of America Corp. | 41.1B | 14.7% |
|
AXP
|
American Express Co. | 35.1B | 12.5% |
Bill & Melinda Gates Foundation
Bill Gates Q2 2024 Total: $47.7B|
MSFT
|
Microsoft Corporation | 15.6B | 32.7% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 10.0B | 21.0% |
|
WM
|
Waste Management, Inc. | 7.5B | 15.8% |
Brave Warrior Advisors
Glenn Greenberg Q2 2024 Total: $4.5B|
ANTM
|
Anthem Inc | 884.9M | 19.6% |
|
DFS
|
Discover Financial Services | 452.7M | 10.0% |
|
PRI
|
Primerica Inc | 447.1M | 9.9% |
Cantillon Capital Management
William Von Mueffling Q2 2024 Total: $15.0B|
AVGO
|
Broadcom Inc | 1.2B | 8.3% |
|
SPGI
|
S&P Global Inc | 853.8M | 5.7% |
|
GOOGL
|
Alphabet Inc - Class A | 837.2M | 5.6% |
Chou Associates
Francis Chou Q2 2024 Total: $140.0M|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 55.1M | 39.4% |
|
GOOG
|
Alphabet Inc - Class C | 15.1M | 10.8% |
|
AAPL
|
Apple Inc | 9.3M | 6.6% |
Conifer Management
Greg Alexander Q2 2024 Total: $815.6M|
EQH
|
Equitable Holdings Inc | 245.2M | 30.1% |
|
LAD
|
Lithia Motors, Inc. - Class A | 176.7M | 21.7% |
|
GPI
|
Group 1 Automotive, Inc. | 169.0M | 20.7% |
Dalal Street
Mohnish Pabrai Q2 2024 Total: $232.8M|
AMR
|
Alpha Metallurgical Resources Inc | 125.9M | 54.1% |
|
ARCH
|
Arch Resources Inc - Class A | 59.7M | 25.7% |
|
HCC
|
Warrior Met Coal Inc | 29.6M | 12.7% |
Dorsey Asset Management
Pat Dorsey Q2 2024 Total: $839.4M|
FB
|
Meta Platforms Inc - Class A | 120.9M | 14.4% |
|
SMAR
|
Smartsheet Inc - Class A | 109.3M | 13.0% |
|
WIX
|
Wix.com Ltd | 90.8M | 10.8% |
First Manhattan Co.
Robert Gottesman Q2 2024 Total: $31.2B|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 9.2B | 29.4% |
|
MSFT
|
Microsoft Corporation | 2.0B | 6.5% |
|
AAPL
|
Apple Inc | 1.4B | 4.6% |
Fundsmith LLP
Terry Smith Q2 2024 Total: $24.5B|
MSFT
|
Microsoft Corporation | 3.2B | 13.0% |
|
FB
|
Meta Platforms Inc - Class A | 2.5B | 10.0% |
|
SYK
|
Stryker Corp. | 1.8B | 7.4% |
Greenlea Lane Capital
Josh Tarasoff Q2 2024 Total: $366.4M|
AMZN
|
Amazon.com Inc. | 93.5M | 25.5% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 43.5M | 11.9% |
|
MSFT
|
Microsoft Corporation | 39.9M | 10.9% |
Greenwoods Asset Management
George JIANG Q2 2024 Total: $3.8B|
PDD
|
Pinduoduo Inc - ADR | 692.3M | 18.2% |
|
FB
|
Meta Platforms Inc - Class A | 585.8M | 15.4% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 472.3M | 12.4% |
H&H International Investment
Duan Yongping Q2 2024 Total: $16.6B|
AAPL
|
Apple Inc | 13.5B | 81.0% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 1.6B | 9.5% |
|
GOOG
|
Alphabet Inc - Class C | 921.9M | 5.5% |
Himalaya Capital
Li Lu Q2 2024 Total: $2.6B|
BAC
|
Bank Of America Corp. | 719.1M | 28.1% |
|
GOOG
|
Alphabet Inc - Class C | 558.3M | 21.8% |
|
GOOGL
|
Alphabet Inc - Class A | 463.3M | 18.1% |
|
MDLZ
|
Mondelez International Inc. - Class A | 752.2M | 17.0% |
|
FICO
|
Fair, Isaac Corp. | 572.3M | 12.9% |
|
INTU
|
Intuit Inc | 569.0M | 12.8% |
Lone Pine Capital
Stephen Mandel Q2 2024 Total: $12.3B|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 1.0B | 8.5% |
|
MSFT
|
Microsoft Corporation | 902.9M | 7.3% |
|
AMZN
|
Amazon.com Inc. | 859.6M | 7.0% |
Makaira Partners
Thomas Bancroft III Q2 2024 Total: $771.0M|
PGR
|
Progressive Corp. | 151.1M | 19.6% |
|
CHTR
|
Charter Communications Inc. - Class A | 111.4M | 14.5% |
|
LAMR
|
Lamar Advertising Co - Class A | 107.7M | 14.0% |
Markel Corp
Thomas Gayner Q2 2024 Total: $10.2B|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 682.0M | 6.7% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 623.2M | 6.1% |
|
GOOG
|
Alphabet Inc - Class C | 504.4M | 5.0% |
Pershing Square
Bill Ackman Q2 2024 Total: $10.4B|
HLT
|
Hilton Worldwide Holdings Inc | 2.0B | 18.8% |
|
CMG
|
Chipotle Mexican Grill | 1.8B | 17.3% |
|
QSR
|
Restaurant Brands International Inc | 1.6B | 15.6% |
Punch Card Management
Norbert Lou Q2 2024 Total: $338.3M|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 213.7M | 63.2% |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | 58.5M | 17.3% |
|
WGO
|
Winnebago Industries, Inc. | 54.0M | 16.0% |
RV Capital GmbH
Robert Vinall Q2 2024 Total: $415.6M|
CVNA
|
Carvana Co. - Class A | 105.5M | 25.4% |
|
FB
|
Meta Platforms Inc - Class A | 92.3M | 22.2% |
|
CACC
|
Credit Acceptance Corp. | 70.9M | 17.1% |
Scion Asset Management
Michael Burry Q2 2024 Total: $52.5M|
BABA
|
Alibaba Group Holding Ltd - ADR | 11.2M | 21.3% |
|
FOUR
|
Shift4 Payments Inc - Class A | 7.3M | 14.0% |
|
MOH
|
Molina Healthcare Inc | 7.3M | 13.9% |
Sequoia Fund
Ruane Cunniff Goldfarb Q2 2024 Total: $6.4B|
ICE
|
Intercontinental Exchange Inc | 699.3M | 10.9% |
|
SCHW
|
Charles Schwab Corp. | 573.7M | 8.9% |
|
ANTM
|
Anthem Inc | 554.9M | 8.6% |
ShawSpring Partners
Dennis Hong Q2 2024 Total: $693.3M|
IAC
|
IAC InterActiveCorp. - New | 109.9M | 15.8% |
|
FOUR
|
Shift4 Payments Inc - Class A | 102.9M | 14.8% |
|
HLT
|
Hilton Worldwide Holdings Inc | 100.0M | 14.4% |
TCI Fund Management
Chris Hohn Q2 2024 Total: $40.9B|
GE
|
General Electric Co. | 7.7B | 18.7% |
|
MCO
|
Moody`s Corp. | 5.6B | 13.6% |
|
MSFT
|
Microsoft Corporation | 4.7B | 11.5% |
Third Point
Daniel Loeb Q2 2024 Total: $8.7B|
AMZN
|
Amazon.com Inc. | 985.6M | 11.3% |
|
PCG
|
PG&E Corp. | 938.5M | 10.7% |
|
MSFT
|
Microsoft Corporation | 706.2M | 8.1% |
Tiger Global Management
Chase Coleman III Q2 2024 Total: $21.6B|
FB
|
Meta Platforms Inc - Class A | 3.8B | 17.4% |
|
MSFT
|
Microsoft Corporation | 2.4B | 11.0% |
|
GOOGL
|
Alphabet Inc - Class A | 1.9B | 8.7% |
Trian Fund Management
Nelson Peltz Q2 2024 Total: $4.1B|
JHG
|
Janus Henderson Group plc | 1.1B | 26.2% |
|
GE
|
General Electric Co. | 640.7M | 15.6% |
|
WEN
|
Wendy`s Co - Class A | 534.4M | 13.0% |
Valley Forge Capital
Dev Kantesaria Q2 2024 Total: $3.9B|
FICO
|
Fair, Isaac Corp. | 1.3B | 33.8% |
|
SPGI
|
S&P Global Inc | 738.4M | 19.1% |
|
MA
|
Mastercard Incorporated - Class A | 655.0M | 16.9% |
ValueAct Holdings
Jeff Ubben Q2 2024 Total: $3.6B|
CRM
|
Salesforce.Com Inc | 1.0B | 28.3% |
|
NSIT
|
Insight Enterprises Inc. | 805.7M | 22.7% |
|
DIS
|
Walt Disney Co (The) | 609.0M | 17.1% |
Viking Global Investors
Ole Andreas Halvorsen Q2 2024 Total: $26.0B|
AMZN
|
Amazon.com Inc. | 1.8B | 6.9% |
|
ADBE
|
Adobe Inc | 1.3B | 4.9% |
|
PM
|
Philip Morris International Inc | 1.1B | 4.2% |
Wedgewood Partners
David Rolfe Q2 2024 Total: $490.1M|
FB
|
Meta Platforms Inc - Class A | 43.2M | 8.8% |
|
GOOGL
|
Alphabet Inc - Class A | 42.3M | 8.6% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 41.5M | 8.5% |
Weitz Investment Management
Wallace Weitz Q2 2024 Total: $1.9B|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 131.5M | 6.9% |
|
GOOG
|
Alphabet Inc - Class C | 113.5M | 6.0% |
|
FB
|
Meta Platforms Inc - Class A | 95.2M | 5.0% |
Yacktman Asset Management
Stephen Yacktman Q2 2024 Total: $10.7B|
CNQ
|
Canadian Natural Resources Ltd. | 1.0B | 9.8% |
|
MSFT
|
Microsoft Corporation | 685.1M | 6.4% |
|
GOOG
|
Alphabet Inc - Class C | 647.6M | 6.1% |