Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
LVS
|
Las Vegas Sands Corp | Aspex Management Viking Global Investors | 2.8M 16.9M | Newly Added Newly Added | 142.4K 874.9M | 3.81% 3.25% | Q1 2024 Q1 2024 |
|
UBER
|
Uber Technologies Inc | Greenwoods Asset Management Akre Capital Management | 873.2K 1.8M | Newly Added Newly Added | 67.2M 136.7M | 2.08% 1.13% | Q1 2024 Q1 2024 |
|
ADBE
|
Adobe Inc | Appaloosa Management Viking Global Investors | 350.0K 562.5K | Newly Added Newly Added | 176.6M 283.9M | 2.61% 1.05% | Q1 2024 Q1 2024 |
|
AMR
|
Alpha Metallurgical Resources Inc | Aquamarine Capital | 8.0K | Newly Added | 2.2K | 0.85% | Q2 2024 |
|
TER
|
Teradyne, Inc. | Aspex Management | 1.8M | Newly Added | 198.5K | 5.31% | Q1 2024 |
|
KWEB
|
Krane Shares Trust - KraneShares CSI China Internet ETF | Appaloosa Management | 3.5M | Newly Added | 91.2M | 1.35% | Q1 2024 |
|
DELL
|
Dell Technologies Inc - Class C | Aspex Management | 597.1K | Newly Added | 68.1K | 1.82% | Q1 2024 |
|
COHR
|
Coherent Inc. | Aspex Management | 893.6K | Newly Added | 54.2K | 1.44% | Q1 2024 |
|
LI
|
Li Auto Inc - ADR | Aspex Management | 1.3M | Newly Added | 39.4K | 1.05% | Q1 2024 |
|
HDB
|
HDFC Bank Ltd. - ADR | Aspex Management | 400.7K | Newly Added | 22.4K | 0.60% | Q1 2024 |
|
JD
|
JD.com Inc - ADR | Appaloosa Management | 3.6M | Newly Added | 100.0M | 1.47% | Q1 2024 |
|
ELF
|
e.l.f. Beauty Inc | Baillie Gifford | 3.8M | Newly Added | 801.7M | 0.62% | Q2 2024 |
|
FXI
|
BlackRock Institutional Trust Company N.A. - iShares China Large-Cap ETF | Appaloosa Management | 6.4M | Newly Added | 153.4M | 2.27% | Q1 2024 |
|
SNX
|
TD Synnex Corp | Brave Warrior Advisors | 3.1M | Newly Added | 346.2M | 7.24% | Q1 2024 |
|
YUM
|
Yum Brands Inc. | Cantillon Capital Management | 1.4M | Newly Added | 200.7M | 1.26% | Q1 2024 |
|
ORCL
|
Oracle Corp. | Cantillon Capital Management | 988.0K | Newly Added | 124.1M | 0.78% | Q1 2024 |
|
LSXMK
|
Liberty Media Corp. (Tracking Stock - SiriusXM) Series C | Chou Associates | 15.0K | Newly Added | 456.5K | 0.51% | Q1 2024 |
|
AZO
|
Autozone Inc. | Dorsey Asset Management | 23.3K | Newly Added | 73.4M | 8.53% | Q1 2024 |
|
TXN
|
Texas Instruments Inc. | Fundsmith LLP | 1.1M | Newly Added | 193.6M | 0.75% | Q1 2024 |
|
SOXX
|
BlackRock Institutional Trust Company N.A. - iShares Semiconductor ETF | Greenwoods Asset Management | 202.3K | Newly Added | 45.7M | 1.41% | Q1 2024 |
|
AMD
|
Advanced Micro Devices Inc. | Greenwoods Asset Management | 140.5K | Newly Added | 25.4M | 0.78% | Q1 2024 |
|
ASML
|
ASML Holding NV - New York Shares | Greenwoods Asset Management | 22.4K | Newly Added | 21.8M | 0.67% | Q1 2024 |
|
TME
|
Tencent Music Entertainment Group - ADR | Greenwoods Asset Management | 1.5M | Newly Added | 16.3M | 0.50% | Q1 2024 |
|
VST
|
Vistra Corp | Lone Pine Capital | 6.4M | Newly Added | 446.7M | 3.52% | Q1 2024 |
|
SPOT
|
Spotify Technology S.A. | Lone Pine Capital | 1.7M | Newly Added | 445.3M | 3.51% | Q1 2024 |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | Lone Pine Capital | 5.3M | Newly Added | 368.2M | 2.90% | Q1 2024 |
|
MCK
|
Mckesson Corporation | Lone Pine Capital | 560.9K | Newly Added | 301.1M | 2.37% | Q1 2024 |
|
CCCS
|
CCC Intelligent Solutions Holdings Inc | Akre Capital Management | 7.0M | Newly Added | 83.7M | 0.69% | Q1 2024 |
|
WHD
|
Cactus Inc - Class A | Makaira Partners | 100.0K | Newly Added | 5.0M | 0.60% | Q1 2024 |
|
MNDY
|
Monday.Com Ltd | ShawSpring Partners | 435.9K | Newly Added | 98.5M | 12.64% | Q1 2024 |
|
BA
|
Boeing Co. | Appaloosa Management | 225.0K | Newly Added | 43.4M | 0.64% | Q1 2024 |
|
PHYS
|
Sprott Physical Gold Trust - Unit | Scion Asset Management | 440.7K | Newly Added | 7.6M | 7.36% | Q1 2024 |
|
CI
|
Cigna Corp. | Scion Asset Management | 20.0K | Newly Added | 7.3M | 7.01% | Q1 2024 |
|
BP
|
BP plc - ADR | Scion Asset Management | 175.0K | Newly Added | 6.6M | 6.37% | Q1 2024 |
|
FSLR
|
First Solar Inc | Scion Asset Management | 30.0K | Newly Added | 5.1M | 4.89% | Q1 2024 |
|
BIDU
|
Baidu Inc - ADR | Scion Asset Management | 40.0K | Newly Added | 4.2M | 4.06% | Q1 2024 |
|
FOUR
|
Shift4 Payments Inc - Class A | ShawSpring Partners | 1.6M | Newly Added | 105.5M | 13.54% | Q1 2024 |
|
GOOGL
|
Alphabet Inc - Class A | Third Point | 3.0M | Newly Added | 452.8M | 5.76% | Q1 2024 |
|
SPGI
|
S&P Global Inc | Third Point | 335.0K | Newly Added | 142.5M | 1.81% | Q1 2024 |
|
AAP
|
Advance Auto Parts Inc | Third Point | 1.5M | Newly Added | 127.2M | 1.62% | Q1 2024 |
|
MRVL
|
Marvell Technology Inc | Third Point | 1.5M | Newly Added | 108.0M | 1.37% | Q1 2024 |
|
GS
|
Goldman Sachs Group, Inc. | Third Point | 250.0K | Newly Added | 104.4M | 1.33% | Q1 2024 |
|
CNK
|
Cinemark Holdings Inc | Third Point | 5.0M | Newly Added | 89.8M | 1.14% | Q1 2024 |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | Tiger Global Management | 2.4M | Newly Added | 155.1M | 0.84% | Q1 2024 |
|
MSFT
|
Microsoft Corporation | Viking Global Investors | 1.6M | Newly Added | 671.8M | 2.50% | Q1 2024 |
|
AAPL
|
Apple Inc | Viking Global Investors | 3.9M | Newly Added | 663.8M | 2.47% | Q1 2024 |
|
DLTR
|
Dollar Tree Inc | Viking Global Investors | 2.6M | Newly Added | 342.4M | 1.27% | Q1 2024 |
|
FERG
|
Ferguson Plc. | Viking Global Investors | 875.4K | Newly Added | 191.2M | 0.71% | Q1 2024 |
|
HUM
|
Humana Inc. | Viking Global Investors | 464.1K | Newly Added | 160.9M | 0.59% | Q1 2024 |
|
FLDM
|
Fluidigm Corp | Viking Global Investors | 58.7M | Newly Added | 158.9M | 0.59% | Q1 2024 |
|
VRSN
|
Verisign Inc. | Weitz Investment Management | 73.3K | Newly Added | 13.9M | 0.70% | Q1 2024 |
|
K
|
Kellogg Co | Yacktman Asset Management | 2.1M | Newly Added | 122.1M | 1.09% | Q1 2024 |
|
DAR
|
Darling Ingredients Inc | Yacktman Asset Management | 1.9M | Newly Added | 87.5M | 0.78% | Q1 2024 |