Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
UNH
|
Unitedhealth Group Inc | Scion Asset Management Lone Pine Capital Berkshire Hathaway Yacktman Asset Management | 370.0K 1.7M 5.0M 129.0K | Newly Added Newly Added Newly Added Newly Added | 115.4M 528.3M 1.6B 40.2M | 19.95% 3.75% 0.61% 0.54% | Q2 2025 Q2 2025 Q2 2025 Q2 2025 |
|
FB
|
Meta Platforms Inc - Class A | Scion Asset Management Third Point | 100.0K 150.0K | Newly Added Newly Added | 73.8M 110.7M | 12.76% 1.45% | Q2 2025 Q2 2025 |
|
COOP
|
Mr. Cooper Group Inc | ValueAct Holdings Third Point | 904.8K 925.0K | Newly Added Newly Added | 135.0M 138.0M | 2.41% 1.81% | Q2 2025 Q2 2025 |
|
MELI
|
MercadoLibre Inc | Scion Asset Management | 3.0K | Newly Added | 7.8M | 1.35% | Q2 2025 |
|
UAL
|
United Airlines Holdings Inc | Appaloosa Management | 550.0K | Newly Added | 43.8M | 0.67% | Q2 2025 |
|
AN
|
Autonation Inc. | Dalal Street | 61.0K | Newly Added | 12.1M | 4.46% | Q2 2025 |
|
IQV
|
IQVIA Holdings Inc | Appaloosa Management | 300.0K | Newly Added | 47.3M | 0.73% | Q2 2025 |
|
RTX
|
Raytheon Technologies Corporation | Appaloosa Management | 585.0K | Newly Added | 85.4M | 1.32% | Q2 2025 |
|
BAM
|
Brookfield Asset Management Inc. - Class A | Greenlea Lane Capital | 952.2K | Newly Added | 58.9M | 14.21% | Q2 2025 |
|
NVDA
|
NVIDIA Corp | Greenwoods Asset Management | 630.4K | Newly Added | 99.6M | 3.46% | Q2 2025 |
|
PDD
|
Pinduoduo Inc - ADR | Himalaya Capital | 4.6M | Newly Added | 482.3M | 17.93% | Q2 2025 |
|
INTC
|
Intel Corp. | Appaloosa Management | 8.0M | Newly Added | 179.2M | 2.77% | Q2 2025 |
|
EQT
|
EQT Corp | Lone Pine Capital | 7.5M | Newly Added | 438.5M | 3.12% | Q2 2025 |
|
WIX
|
Wix.com Ltd | Lone Pine Capital | 2.2M | Newly Added | 342.5M | 2.43% | Q2 2025 |
|
LMB
|
Limbach Holdings Inc | Makaira Partners | 52.2K | Newly Added | 7.3M | 2.22% | Q2 2025 |
|
AMZN
|
Amazon.com Inc. | Pershing Square | 5.8M | Newly Added | 1.3B | 9.30% | Q2 2025 |
|
CROX
|
Crocs Inc | Punch Card Management | 531.1K | Newly Added | 53.8M | 17.35% | Q2 2025 |
|
PYPL
|
PayPal Holdings Inc | Punch Card Management | 650.4K | Newly Added | 48.3M | 15.59% | Q2 2025 |
|
GOOGL
|
Alphabet Inc - Class A | RV Capital GmbH | 32.5K | Newly Added | 5.7M | 1.06% | Q2 2025 |
|
REGN
|
Regeneron Pharmaceuticals, Inc. | Scion Asset Management | 215.0K | Newly Added | 112.9M | 19.51% | Q2 2025 |
|
LULU
|
Lululemon Athletica inc. | Scion Asset Management | 450.0K | Newly Added | 106.9M | 18.48% | Q2 2025 |
|
ASML
|
ASML Holding NV - New York Shares | Scion Asset Management | 25.0K | Newly Added | 20.0M | 3.46% | Q2 2025 |
|
VFC
|
VF Corp. | Scion Asset Management | 1.5M | Newly Added | 17.6M | 3.04% | Q2 2025 |
|
BRKR
|
Bruker Corp | Scion Asset Management | 250.0K | Newly Added | 10.3M | 1.78% | Q2 2025 |
|
MRVL
|
Marvell Technology Inc | Aspex Management | 4.2M | Newly Added | 324.7K | 7.05% | Q2 2025 |
|
BKNG
|
Booking Holdings Inc | Lone Pine Capital | 60.0K | Newly Added | 347.2M | 2.47% | Q2 2025 |
|
MSA
|
MSA Safety Inc | Sequoia Fund | 949.1K | Newly Added | 159.0M | 2.72% | Q2 2025 |
|
OKTA
|
Okta Inc - Class A | ShawSpring Partners | 954.3K | Newly Added | 95.4M | 12.03% | Q2 2025 |
|
FIX
|
Comfort Systems USA, Inc. | Third Point | 185.0K | Newly Added | 99.2M | 1.30% | Q2 2025 |
|
DHR
|
Danaher Corp. | Third Point | 500.0K | Newly Added | 98.8M | 1.29% | Q2 2025 |
|
WDAY
|
Workday Inc - Class A | Third Point | 300.0K | Newly Added | 72.0M | 0.94% | Q2 2025 |
|
RKT
|
Rocket Companies Inc Class A | Third Point | 4.8M | Newly Added | 67.4M | 0.88% | Q2 2025 |
|
FLS
|
Flowserve Corp. | Third Point | 1.2M | Newly Added | 62.6M | 0.82% | Q2 2025 |
|
DOCU
|
DocuSign Inc | Third Point | 625.0K | Newly Added | 48.7M | 0.63% | Q2 2025 |
|
CPRT
|
Copart, Inc. | Akre Capital Management | 1.2M | Newly Added | 58.9M | 0.57% | Q2 2025 |
|
SSD
|
Simpson Manufacturing Co., Inc. | ValueAct Holdings | 1.4M | Newly Added | 218.4M | 3.90% | Q2 2025 |
|
MDB
|
MongoDB Inc - Class A | ValueAct Holdings | 690.5K | Newly Added | 145.0M | 2.58% | Q2 2025 |
|
CBRE
|
CBRE Group Inc - Class A | ValueAct Holdings | 589.4K | Newly Added | 82.6M | 1.47% | Q2 2025 |
|
RDFN
|
Redfin Corp | ValueAct Holdings | 5.8M | Newly Added | 65.0M | 1.16% | Q2 2025 |
|
DIS
|
Walt Disney Co (The) | Viking Global Investors | 5.8M | Newly Added | 725.2M | 2.09% | Q2 2025 |
|
APD
|
Air Products & Chemicals Inc. | Viking Global Investors | 2.2M | Newly Added | 607.6M | 1.75% | Q2 2025 |
|
PNC
|
PNC Financial Services Group | Viking Global Investors | 2.4M | Newly Added | 442.9M | 1.28% | Q2 2025 |
|
SQ
|
Block Inc - Class A | Viking Global Investors | 5.4M | Newly Added | 368.2M | 1.06% | Q2 2025 |
|
LLY
|
Lilly(Eli) & Co | Viking Global Investors | 416.9K | Newly Added | 325.0M | 0.93% | Q2 2025 |
|
AMD
|
Advanced Micro Devices Inc. | Viking Global Investors | 1.9M | Newly Added | 271.1M | 0.78% | Q2 2025 |
|
CSGP
|
Costar Group, Inc. | Viking Global Investors | 3.2M | Newly Added | 258.8M | 0.74% | Q2 2025 |
|
SAIA
|
Saia Inc. | Viking Global Investors | 827.7K | Newly Added | 226.8M | 0.65% | Q2 2025 |
|
BLK
|
Blackrock Inc. | Viking Global Investors | 195.1K | Newly Added | 204.7M | 0.59% | Q2 2025 |
|
TTD
|
Trade Desk Inc - Class A | Viking Global Investors | 2.7M | Newly Added | 192.5M | 0.55% | Q2 2025 |
|
ZTS
|
Zoetis Inc - Class A | Wedgewood Partners | 123.3K | Newly Added | 18.7M | 3.63% | Q2 2025 |