Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
V
|
Visa Inc - Class A | Viking Global Investors ValueAct Holdings | 3.5M 373.6K | Newly Added Newly Added | 963.9M 102.7M | 3.51% 2.34% | Q3 2024 Q3 2024 |
|
SBUX
|
Starbucks Corp. | Lone Pine Capital Viking Global Investors | 4.1M 1.7M | Newly Added Newly Added | 394.9M 162.3M | 2.94% 0.59% | Q3 2024 Q3 2024 |
|
VST
|
Vistra Corp | Appaloosa Management Viking Global Investors | 1.3M 1.8M | Newly Added Newly Added | 150.6M 217.8M | 2.23% 0.79% | Q3 2024 Q3 2024 |
|
FERG
|
Ferguson Plc. | Third Point Cantillon Capital Management | 965.0K 1.7M | Newly Added Newly Added | 191.6M 336.9M | 2.57% 2.06% | Q3 2024 Q3 2024 |
|
SIRI
|
Sirius XM Holdings Inc | Weitz Investment Management Berkshire Hathaway | 1.3M 105.2M | Newly Added Newly Added | 29.8M 2.5B | 1.47% 0.93% | Q3 2024 Q3 2024 |
|
TCOM
|
Trip.com Group Ltd - ADR | Aspex Management | 2.2M | Newly Added | 129.0K | 3.41% | Q3 2024 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | Aspex Management | 1.1M | Newly Added | 116.0K | 3.07% | Q3 2024 |
|
ENPH
|
Enphase Energy Inc | Aspex Management | 428.6K | Newly Added | 48.4K | 1.28% | Q3 2024 |
|
WYNN
|
Wynn Resorts Ltd. | Appaloosa Management | 800.0K | Newly Added | 76.7M | 1.13% | Q3 2024 |
|
LVS
|
Las Vegas Sands Corp | Appaloosa Management | 1.5M | Newly Added | 76.9M | 1.14% | Q3 2024 |
|
NRG
|
NRG Energy Inc. | Appaloosa Management | 999.8K | Newly Added | 91.1M | 1.35% | Q3 2024 |
|
OXY
|
Occidental Petroleum Corp. | Chou Associates | 200.0K | Newly Added | 10.3M | 6.45% | Q3 2024 |
|
DAC
|
Danaos Corporation | Dalal Street | 46.6K | Newly Added | 4.0M | 1.63% | Q3 2024 |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | Dorsey Asset Management | 698.8K | Newly Added | 91.2M | 9.83% | Q3 2024 |
|
CRM
|
Salesforce.Com Inc | Lone Pine Capital | 2.3M | Newly Added | 639.9M | 4.77% | Q3 2024 |
|
LEN
|
Lennar Corp. - Class A | Lone Pine Capital | 2.9M | Newly Added | 548.9M | 4.09% | Q3 2024 |
|
WDAY
|
Workday Inc - Class A | Lone Pine Capital | 1.6M | Newly Added | 392.1M | 2.92% | Q3 2024 |
|
YUMC
|
Yum China Holdings Inc | RV Capital GmbH | 551.4K | Newly Added | 24.8M | 5.12% | Q3 2024 |
|
HTHT
|
Huazhu Group Limited - ADR | RV Capital GmbH | 616.3K | Newly Added | 22.9M | 4.72% | Q3 2024 |
|
NVDA
|
NVIDIA Corp | Aspex Management | 2.5M | Newly Added | 308.1K | 8.15% | Q3 2024 |
|
LPLA
|
LPL Financial Holdings Inc | Third Point | 485.0K | Newly Added | 112.8M | 1.51% | Q3 2024 |
|
CRS
|
Carpenter Technology Corp. | Third Point | 660.0K | Newly Added | 105.3M | 1.41% | Q3 2024 |
|
TSLA
|
Tesla Inc | Third Point | 400.0K | Newly Added | 104.7M | 1.40% | Q3 2024 |
|
CVS
|
CVS Health Corp | Third Point | 1.6M | Newly Added | 99.0M | 1.33% | Q3 2024 |
|
ANSS
|
Ansys Inc. - Registered Shares | Third Point | 255.0K | Newly Added | 81.3M | 1.09% | Q3 2024 |
|
SHW
|
Sherwin-Williams Co. | Tiger Global Management | 527.8K | Newly Added | 201.4M | 0.85% | Q3 2024 |
|
TOST
|
Toast Inc - Class A | ValueAct Holdings | 15.5M | Newly Added | 438.3M | 10.02% | Q3 2024 |
|
FB
|
Meta Platforms Inc - Class A | ValueAct Holdings | 211.5K | Newly Added | 121.1M | 2.76% | Q3 2024 |
|
LYV
|
Live Nation Entertainment Inc | ValueAct Holdings | 1.0M | Newly Added | 111.1M | 2.53% | Q3 2024 |
|
BAC
|
Bank Of America Corp. | Viking Global Investors | 20.0M | Newly Added | 792.0M | 2.88% | Q3 2024 |
|
MET
|
Metlife Inc | Viking Global Investors | 4.5M | Newly Added | 370.1M | 1.34% | Q3 2024 |
|
TRU
|
TransUnion | Viking Global Investors | 2.4M | Newly Added | 251.4M | 0.91% | Q3 2024 |
|
GOOGL
|
Alphabet Inc - Class A | Viking Global Investors | 1.3M | Newly Added | 211.9M | 0.77% | Q3 2024 |
|
ADSK
|
Autodesk Inc. | Viking Global Investors | 762.0K | Newly Added | 209.9M | 0.76% | Q3 2024 |
|
AON
|
Aon plc. - Class A | Viking Global Investors | 563.0K | Newly Added | 194.8M | 0.71% | Q3 2024 |
|
SNPS
|
Synopsys, Inc. | Viking Global Investors | 351.5K | Newly Added | 178.0M | 0.64% | Q3 2024 |
|
CCL
|
Carnival Corp. (Paired Stock) | Viking Global Investors | 9.6M | Newly Added | 176.7M | 0.64% | Q3 2024 |
|
SCHW
|
Charles Schwab Corp. | Viking Global Investors | 2.3M | Newly Added | 151.7M | 0.55% | Q3 2024 |
|
ZS
|
Zscaler Inc | Viking Global Investors | 847.8K | Newly Added | 144.9M | 0.52% | Q3 2024 |