Master investors' significant activity

TICKER CORP NAME MASTER SHARES % CHANGE VALUE($) % OF TOTAL VALUE DATE
PDD
Pinduoduo Inc - ADR Scion Asset Management Punch Card Management Tiger Global Management 75.0K 130.0K 2.6M Newly Added Newly Added Newly Added 7.3M 12.6M 255.0M 9.39% 4.00% 0.96% Q4 2024 Q4 2024 Q4 2024
CSGP
Costar Group, Inc. ShawSpring Partners Tiger Global Management 909.8K 3.2M Newly Added Newly Added 65.1M 232.3M 8.62% 0.87% Q4 2024 Q4 2024
LRCX
Lam Research Corp. Appaloosa Management Tiger Global Management 1.2M 4.0M Newly Added Newly Added 90.3M 285.9M 1.39% 1.08% Q4 2024 Q4 2024
TMO
Thermo Fisher Scientific Inc. Lindsell Train Ltd Third Point 407.2K 350.0K Newly Added Newly Added 211.9M 182.1M 5.29% 2.44% Q4 2024 Q4 2024
COF
Capital One Financial Corp. Lone Pine Capital Third Point 3.2M 925.0K Newly Added Newly Added 577.0M 164.9M 4.28% 2.21% Q4 2024 Q4 2024
BLK
Blackrock Inc. Cantillon Capital Management Markel Corp 483.8K 220.2K Newly Added Newly Added 495.9M 225.7M 2.99% 1.98% Q4 2024 Q4 2024
TSM
Taiwan Semiconductor Manufacturing - ADR Aspex Management Viking Global Investors 531.3K 4.1M Newly Added Newly Added 104.9K 807.7M 2.83% 2.61% Q4 2024 Q4 2024
MSFT
Microsoft Corporation RV Capital GmbH 11.5K Newly Added 4.8M 1.03% Q4 2024
ELF
e.l.f. Beauty Inc Aspex Management 586.0K Newly Added 73.6K 1.98% Q4 2024
EPAM
EPAM Systems Inc Aspex Management 130.9K Newly Added 30.6K 0.82% Q4 2024
YMM
Full Truck Alliance Co Ltd - ADR Aspex Management 15.2M Newly Added 164.6K 4.44% Q4 2024
YNDX
Yandex NV - Class A Greenwoods Asset Management 3.2M Newly Added 87.5M 2.76% Q4 2024
FWONK
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C Greenwoods Asset Management 398.6K Newly Added 36.9M 1.16% Q4 2024
LLY
Lilly(Eli) & Co Lone Pine Capital 782.9K Newly Added 604.4M 4.48% Q4 2024
GLW
Corning, Inc. Appaloosa Management 1.5M Newly Added 71.3M 1.10% Q4 2024
EL
Estee Lauder Cos., Inc. - Class A Scion Asset Management 100.0K Newly Added 7.5M 9.68% Q4 2024
HCA
HCA Healthcare Inc Scion Asset Management 15.0K Newly Added 4.5M 5.81% Q4 2024
BRKR
Bruker Corp Scion Asset Management 75.0K Newly Added 4.4M 5.67% Q4 2024
VFC
VF Corp. Scion Asset Management 200.0K Newly Added 4.3M 5.54% Q4 2024
OSCR
Oscar Health Inc - Class A Scion Asset Management 200.0K Newly Added 2.7M 3.47% Q4 2024
BEKE
KE Holdings Inc - ADR Aspex Management 6.5M Newly Added 120.0K 3.24% Q4 2024
JD
JD.com Inc - ADR Aspex Management 2.7M Newly Added 93.6K 2.52% Q4 2024
ICLR
Icon Plc Sequoia Fund 1.3M Newly Added 265.4M 4.50% Q4 2024
BRZE
Braze Inc - Class A ShawSpring Partners 1.5M Newly Added 62.8M 8.32% Q4 2024
FTV
Fortive Corp Third Point 1.9M Newly Added 142.5M 1.91% Q4 2024
WDAY
Workday Inc - Class A Third Point 500.0K Newly Added 129.0M 1.73% Q4 2024
DFS
Discover Financial Services Third Point 640.0K Newly Added 110.9M 1.48% Q4 2024
ZS
Zscaler Inc Tiger Global Management 1.4M Newly Added 261.6M 0.98% Q4 2024
EFX
Equifax, Inc. Valley Forge Capital 144.0K Newly Added 36.7M 0.80% Q4 2024
MSCI
MSCI Inc Valley Forge Capital 59.7K Newly Added 35.8M 0.78% Q4 2024
AMZN
Amazon.com Inc. ValueAct Holdings 536.9K Newly Added 117.8M 2.68% Q4 2024
UNH
Unitedhealth Group Inc Viking Global Investors 1.9M Newly Added 961.4M 3.11% Q4 2024
BA
Boeing Co. Viking Global Investors 3.0M Newly Added 526.6M 1.70% Q4 2024
MNST
Monster Beverage Corp. Viking Global Investors 8.1M Newly Added 423.9M 1.37% Q4 2024
ICE
Intercontinental Exchange Inc Viking Global Investors 2.8M Newly Added 412.4M 1.33% Q4 2024
ROST
Ross Stores, Inc. Viking Global Investors 1.7M Newly Added 258.2M 0.83% Q4 2024
SKX
Skechers U S A, Inc. - Class A Viking Global Investors 3.6M Newly Added 243.5M 0.78% Q4 2024
AAL
American Airlines Group Inc Viking Global Investors 13.5M Newly Added 236.0M 0.76% Q4 2024
COO
Cooper Companies, Inc. Viking Global Investors 2.0M Newly Added 186.2M 0.60% Q4 2024
AMT
American Tower Corp. Viking Global Investors 897.3K Newly Added 164.6M 0.53% Q4 2024
TRV
Travelers Companies Inc. Viking Global Investors 671.8K Newly Added 161.8M 0.52% Q4 2024
PRM
Perimeter Solutions SA Weitz Investment Management 2.1M Newly Added 26.9M 1.38% Q4 2024