Master investors' significant activity

TICKER CORP NAME MASTER SHARES % CHANGE VALUE($) % OF TOTAL VALUE DATE
HCA
HCA Healthcare Inc Scion Asset Management Viking Global Investors Appaloosa Management 20.0K 725.2K 117.2K Newly Added Newly Added Newly Added 5.4M 196.3M 31.7M 5.72% 0.71% 0.54% Q4 2023 Q4 2023 Q4 2023
ORCL
Oracle Corp. Scion Asset Management Appaloosa Management 50.0K 1.3M Newly Added Newly Added 5.3M 139.7M 5.57% 2.41% Q4 2023 Q4 2023
GOOGL
Alphabet Inc - Class A Scion Asset Management Viking Global Investors 35.0K 3.3M Newly Added Newly Added 4.9M 460.1M 5.16% 1.68% Q4 2023 Q4 2023
AAP
Advance Auto Parts Inc Scion Asset Management 70.0K Newly Added 4.3M 4.51% Q4 2023
QCOM
Qualcomm, Inc. Aspex Management 923.0K Newly Added 133.5K 3.91% Q4 2023
JD
JD.com Inc - ADR Aspex Management 3.9M Newly Added 114.0K 3.34% Q4 2023
TME
Tencent Music Entertainment Group - ADR Aspex Management 9.1M Newly Added 81.5K 2.38% Q4 2023
ZTO
ZTO Express (Cayman) Inc - ADR Aspex Management 3.7M Newly Added 77.9K 2.28% Q4 2023
NTES
NetEase Inc - ADR Aspex Management 637.1K Newly Added 59.4K 1.73% Q4 2023
HCC
Warrior Met Coal Inc Dalal Street 629.7K Newly Added 38.4M 15.47% Q4 2023
DHR
Danaher Corp. Dorsey Asset Management 314.5K Newly Added 72.8M 9.35% Q4 2023
BRK.A
Berkshire Hathaway Inc. - Class A Greenlea Lane Capital 71 Newly Added 38.5M 11.93% Q4 2023
XBI
SPDR Series Trust - SPDR Biotech ETF Greenwoods Asset Management 184.4K Newly Added 16.5M 0.58% Q4 2023
MTD
Mettler-Toledo International, Inc. Scion Asset Management 2.0K Newly Added 2.4M 2.56% Q4 2023
INTU
Intuit Inc Lone Pine Capital 748.5K Newly Added 467.9M 4.04% Q4 2023
BX
Blackstone Inc Lone Pine Capital 2.2M Newly Added 290.5M 2.51% Q4 2023
PM
Philip Morris International Inc Lone Pine Capital 3.0M Newly Added 282.8M 2.44% Q4 2023
GE
General Electric Co. Lone Pine Capital 2.1M Newly Added 268.5M 2.32% Q4 2023
CHTR
Charter Communications Inc. - Class A Makaira Partners 161.9K Newly Added 62.9M 8.29% Q4 2023
UPS
United Parcel Service, Inc. - Class B Appaloosa Management 500.0K Newly Added 78.6M 1.35% Q4 2023
C
Citigroup Inc Scion Asset Management 100.0K Newly Added 5.1M 5.43% Q4 2023
CVS
CVS Health Corp Scion Asset Management 65.0K Newly Added 5.1M 5.42% Q4 2023
AMZN
Amazon.com Inc. Scion Asset Management 30.0K Newly Added 4.6M 4.81% Q4 2023
MGM
MGM Resorts International Scion Asset Management 100.0K Newly Added 4.5M 4.72% Q4 2023
ARKK
ARK Investment Management LLC - ARK Innovation ETF Appaloosa Management 2.5M Newly Added 133.5M 2.30% Q4 2023
LPI
Laredo Petroleum Inc. Scion Asset Management 87.5K Newly Added 4.0M 4.20% Q4 2023
SQ
Block Inc - Class A Scion Asset Management 50.0K Newly Added 3.9M 4.08% Q4 2023
BRKR
Bruker Corp Scion Asset Management 50.0K Newly Added 3.7M 3.88% Q4 2023
PAYC
Paycom Software Inc ValueAct Holdings 608.0K Newly Added 125.7M 2.51% Q4 2023
BIG
Big Lots Inc Scion Asset Management 225.0K Newly Added 1.8M 1.85% Q4 2023
QRTEA
Qurate Retail Inc - Series A Scion Asset Management 600.0K Newly Added 525.3K 0.55% Q4 2023
MSFT
Microsoft Corporation TCI Fund Management 10.6M Newly Added 4.0B 11.12% Q4 2023
FLT
Fleetcor Technologies Inc Third Point 615.0K Newly Added 173.8M 2.61% Q4 2023
VZ
Verizon Communications Inc Third Point 4.7M Newly Added 173.3M 2.61% Q4 2023
APO
Apollo Global Management Inc - Class A (New) Third Point 900.0K Newly Added 83.9M 1.26% Q4 2023
MCK
Mckesson Corporation Third Point 165.0K Newly Added 76.4M 1.15% Q4 2023
EQT
EQT Corp Third Point 1.9M Newly Added 75.4M 1.13% Q4 2023
BMRN
Biomarin Pharmaceutical Inc. - Registered Shares Third Point 385.0K Newly Added 37.1M 0.55% Q4 2023
AVGO
Broadcom Inc Tiger Global Management 182.3K Newly Added 203.5M 1.44% Q4 2023
DXCM
Dexcom Inc Tiger Global Management 1.2M Newly Added 143.1M 1.01% Q4 2023
EXPE
Expedia Group Inc ValueAct Holdings 4.3M Newly Added 645.3M 12.91% Q4 2023
DIS
Walt Disney Co (The) ValueAct Holdings 5.1M Newly Added 459.2M 9.19% Q4 2023
UIHC
United Insurance Holdings Corp Scion Asset Management 210.4K Newly Added 2.0M 2.10% Q4 2023
TOST
Toast Inc - Class A Scion Asset Management 200.0K Newly Added 3.7M 3.86% Q4 2023
AMD
Advanced Micro Devices Inc. Viking Global Investors 4.7M Newly Added 698.3M 2.55% Q4 2023
DE
Deere & Co. Viking Global Investors 1.4M Newly Added 562.4M 2.06% Q4 2023
CBOE
Cboe Global Markets Inc. Viking Global Investors 2.4M Newly Added 430.8M 1.57% Q4 2023
USB
U.S. Bancorp. Viking Global Investors 9.6M Newly Added 414.2M 1.51% Q4 2023
TTWO
Take-Two Interactive Software, Inc. Viking Global Investors 2.4M Newly Added 388.2M 1.42% Q4 2023
LW
Lamb Weston Holdings Inc Viking Global Investors 3.5M Newly Added 383.2M 1.40% Q4 2023
TMUS
T-Mobile US Inc Viking Global Investors 1.5M Newly Added 242.1M 0.88% Q4 2023
GPN
Global Payments, Inc. Weitz Investment Management 230.0K Newly Added 29.2M 1.53% Q4 2023