Master investors' significant activity
TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
---|---|---|---|---|---|---|---|
AAPL
|
Apple Inc | Chou Associates Third Point Greenwoods Asset Management | 44.0K 1.9M 165.6K | Newly Added Newly Added Newly Added | 9.3M 410.7M 34.9M | 6.61% 4.70% 0.91% | Q2 2024 Q2 2024 Q2 2024 |
CHTR
|
Charter Communications Inc. - Class A | Sequoia Fund Viking Global Investors | 454.2K 438.6K | Newly Added Newly Added | 135.8M 131.1M | 2.11% 0.50% | Q2 2024 Q2 2024 |
UNH
|
Unitedhealth Group Inc | Tiger Global Management Lone Pine Capital | 2.3M 944.3K | Newly Added Newly Added | 1.2B 480.9M | 5.52% 3.90% | Q2 2024 Q2 2024 |
AMR
|
Alpha Metallurgical Resources Inc | Aquamarine Capital | 8.0K | Newly Added | 2.2K | 0.85% | Q2 2024 |
EDU
|
New Oriental Education & Technology Group Inc. - ADR | Aspex Management | 3.2M | Newly Added | 251.8K | 5.37% | Q2 2024 |
WDC
|
Western Digital Corp. | Aspex Management | 2.0M | Newly Added | 154.9K | 3.30% | Q2 2024 |
TAL
|
TAL Education Group - ADR | Aspex Management | 11.4M | Newly Added | 121.1K | 2.58% | Q2 2024 |
JD
|
JD.com Inc - ADR | Aspex Management | 1.5M | Newly Added | 38.1K | 0.81% | Q2 2024 |
ELF
|
e.l.f. Beauty Inc | Baillie Gifford | 3.8M | Newly Added | 801.7M | 0.62% | Q2 2024 |
TCOM
|
Trip.com Group Ltd - ADR | Cantillon Capital Management | 4.2M | Newly Added | 199.2M | 1.33% | Q2 2024 |
TME
|
Tencent Music Entertainment Group - ADR | Cantillon Capital Management | 13.2M | Newly Added | 185.3M | 1.23% | Q2 2024 |
UBER
|
Uber Technologies Inc | Cantillon Capital Management | 2.4M | Newly Added | 177.0M | 1.18% | Q2 2024 |
GOOG
|
Alphabet Inc - Class C | Chou Associates | 82.4K | Newly Added | 15.1M | 10.79% | Q2 2024 |
POOL
|
Pool Corporation | Chou Associates | 10.6K | Newly Added | 3.3M | 2.33% | Q2 2024 |
MCO
|
Moody`s Corp. | Chou Associates | 5.9K | Newly Added | 2.5M | 1.77% | Q2 2024 |
PYPL
|
PayPal Holdings Inc | Chou Associates | 41.0K | Newly Added | 2.4M | 1.69% | Q2 2024 |
BAC
|
Bank Of America Corp. | Chou Associates | 50.0K | Newly Added | 2.0M | 1.42% | Q2 2024 |
MBI
|
MBIA Inc. | Chou Associates | 321.0K | Newly Added | 1.8M | 1.25% | Q2 2024 |
CASH
|
Meta Financial Group Inc. | Chou Associates | 27.4K | Newly Added | 1.5M | 1.10% | Q2 2024 |
AGO
|
Assured Guaranty Ltd | Chou Associates | 11.0K | Newly Added | 847.9K | 0.60% | Q2 2024 |
MOH
|
Molina Healthcare Inc | Scion Asset Management | 24.5K | Newly Added | 7.3M | 13.89% | Q2 2024 |
SPT
|
Sprout Social Inc Class A | Dorsey Asset Management | 1.7M | Newly Added | 61.6M | 7.33% | Q2 2024 |
TSLA
|
Tesla Inc | Greenlea Lane Capital | 116.6K | Newly Added | 23.1M | 6.29% | Q2 2024 |
FICO
|
Fair, Isaac Corp. | AltaRock Partners | 34.7K | Newly Added | 51.6M | 1.06% | Q2 2024 |
OXY
|
Occidental Petroleum Corp. | Himalaya Capital | 1.5M | Newly Added | 92.4M | 3.60% | Q2 2024 |
HWM
|
Howmet Aerospace Inc | Lone Pine Capital | 3.7M | Newly Added | 284.5M | 2.30% | Q2 2024 |
ARES
|
Ares Management Corp - Class A | Lone Pine Capital | 1.6M | Newly Added | 209.9M | 1.70% | Q2 2024 |
NKE
|
Nike, Inc. - Class B | Pershing Square | 3.0M | Newly Added | 229.1M | 2.20% | Q2 2024 |
FOUR
|
Shift4 Payments Inc - Class A | Scion Asset Management | 100.0K | Newly Added | 7.3M | 13.97% | Q2 2024 |
HPP
|
Hudson Pacific Properties Inc | Scion Asset Management | 1.1M | Newly Added | 5.5M | 10.48% | Q2 2024 |
OLPX
|
Olaplex Holdings Inc | Scion Asset Management | 995.2K | Newly Added | 1.5M | 2.92% | Q2 2024 |
BCAB
|
BioAtla Inc | Scion Asset Management | 634.0K | Newly Added | 868.5K | 1.65% | Q2 2024 |
ABNB
|
Airbnb Inc - Class A | Akre Capital Management | 935.9K | Newly Added | 141.9M | 1.24% | Q2 2024 |
NCNO
|
Ncino Inc. | ShawSpring Partners | 1.2M | Newly Added | 38.7M | 5.57% | Q2 2024 |
PCOR
|
Procore Technologies Inc | ShawSpring Partners | 242.4K | Newly Added | 16.1M | 2.31% | Q2 2024 |
APH
|
Amphenol Corp. - Class A | Third Point | 2.8M | Newly Added | 188.6M | 2.15% | Q2 2024 |
KBH
|
KB Home | Third Point | 2.1M | Newly Added | 147.4M | 1.68% | Q2 2024 |
ROP
|
Roper Technologies Inc | Third Point | 240.0K | Newly Added | 135.1M | 1.54% | Q2 2024 |
LYV
|
Live Nation Entertainment Inc | Third Point | 1.4M | Newly Added | 128.0M | 1.46% | Q2 2024 |
HES
|
Hess Corporation | Third Point | 625.0K | Newly Added | 92.2M | 1.05% | Q2 2024 |
ASML
|
ASML Holding NV - New York Shares | Third Point | 80.0K | Newly Added | 81.8M | 0.93% | Q2 2024 |
MSCI
|
MSCI Inc | Third Point | 150.0K | Newly Added | 72.3M | 0.82% | Q2 2024 |
QCOM
|
Qualcomm, Inc. | Tiger Global Management | 1.9M | Newly Added | 370.0M | 1.71% | Q2 2024 |
AMAT
|
Applied Materials Inc. | Tiger Global Management | 895.2K | Newly Added | 211.3M | 0.97% | Q2 2024 |
UHAL
|
Amerco | Trian Fund Management | 389.7K | Newly Added | 24.1M | 0.58% | Q2 2024 |
NFLX
|
NetFlix Inc | Viking Global Investors | 932.9K | Newly Added | 629.6M | 2.41% | Q2 2024 |
JPM
|
JPMorgan Chase & Co. | Viking Global Investors | 3.0M | Newly Added | 608.8M | 2.33% | Q2 2024 |
DASH
|
DoorDash Inc - Class A | Viking Global Investors | 5.5M | Newly Added | 602.2M | 2.31% | Q2 2024 |
MCD
|
McDonald`s Corp | Viking Global Investors | 1.9M | Newly Added | 478.1M | 1.83% | Q2 2024 |
AVGO
|
Broadcom Inc | Viking Global Investors | 293.1K | Newly Added | 470.6M | 1.80% | Q2 2024 |
F
|
Ford Motor Co. | Viking Global Investors | 18.8M | Newly Added | 235.6M | 0.90% | Q2 2024 |
INTU
|
Intuit Inc | Viking Global Investors | 336.0K | Newly Added | 220.8M | 0.84% | Q2 2024 |
DDOG
|
Datadog Inc - Class A | Viking Global Investors | 1.4M | Newly Added | 178.5M | 0.68% | Q2 2024 |
NVDA
|
NVIDIA Corp | Viking Global Investors | 1.4M | Newly Added | 171.0M | 0.65% | Q2 2024 |
MMM
|
3M Co. | Viking Global Investors | 1.6M | Newly Added | 168.0M | 0.64% | Q2 2024 |
UBS
|
UBS Group AG - Registered Shares | Viking Global Investors | 5.2M | Newly Added | 152.7M | 0.58% | Q2 2024 |
SPOT
|
Spotify Technology S.A. | Viking Global Investors | 475.0K | Newly Added | 149.0M | 0.57% | Q2 2024 |
LH
|
Laboratory Corp. Of America Holdings | Weitz Investment Management | 241.3K | Newly Added | 49.1M | 2.57% | Q2 2024 |
ODFL
|
Old Dominion Freight Line, Inc. | Weitz Investment Management | 209.9K | Newly Added | 37.1M | 1.94% | Q2 2024 |