Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
PDD
|
Pinduoduo Inc - ADR | RV Capital GmbH Aspex Management Tiger Global Management | 199.1K 1.1M 1.4M | Newly Added Newly Added Newly Added | 19.5B 111.3M 134.2B | 5.95% 3.42% 0.98% | Q3 2023 Q3 2023 Q3 2023 |
|
SQ
|
Block Inc - Class A | Viking Global Investors Lone Pine Capital | 12.3M 3.9M | Newly Added Newly Added | 545.5B 172.0B | 2.21% 1.65% | Q3 2023 Q3 2023 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | Scion Asset Management Tiger Global Management | 50.0K 1.5M | Newly Added Newly Added | 4.3B 128.1B | 4.38% 0.94% | Q3 2023 Q3 2023 |
|
FB
|
Meta Platforms Inc - Class A | Lone Pine Capital Third Point | 2.8M 1.1M | Newly Added Newly Added | 834.3B 330.2B | 8.04% 5.00% | Q3 2023 Q3 2023 |
|
GOOGL
|
Alphabet Inc - Class A | Greenwoods Asset Management Lone Pine Capital | 887.9K 3.1M | Newly Added Newly Added | 116.2B 407.4B | 4.55% 3.92% | Q3 2023 Q3 2023 |
|
FCX
|
Freeport-McMoRan Inc | Aspex Management Viking Global Investors | 2.5M 9.8M | Newly Added Newly Added | 94.0M 364.3B | 2.89% 1.47% | Q3 2023 Q3 2023 |
|
HHH
|
ETF Managers Trust - ETFMG Real Estate Tech ETF | Pershing Square | 16.8M | Newly Added | 1.2T | 11.87% | Q3 2023 |
|
CDNS
|
Cadence Design Systems, Inc. | AKO Capital | 618.4K | Newly Added | 144.9M | 2.36% | Q3 2023 |
|
BEKE
|
KE Holdings Inc - ADR | Appaloosa Management | 2.4M | Newly Added | 37.2B | 0.73% | Q3 2023 |
|
GRAB
|
Grab Holdings Limited - Class A | Aspex Management | 8.0M | Newly Added | 28.3M | 0.87% | Q3 2023 |
|
DFS
|
Discover Financial Services | Brave Warrior Advisors | 2.4M | Newly Added | 206.3B | 5.14% | Q3 2023 |
|
CP
|
Canadian Pacific Railway Ltd | Cantillon Capital Management | 1.1M | Newly Added | 84.4B | 0.62% | Q3 2023 |
|
ARCH
|
Arch Resources Inc - Class A | Dalal Street | 78.2K | Newly Added | 13.4B | 7.87% | Q3 2023 |
|
DG
|
Dollar General Corp. | Dorsey Asset Management | 272.8K | Newly Added | 28.9B | 3.76% | Q3 2023 |
|
TSLA
|
Tesla Inc | Greenwoods Asset Management | 52.3K | Newly Added | 13.1B | 0.51% | Q3 2023 |
|
TPX
|
Tempur Sealy International Inc | Lone Pine Capital | 4.8M | Newly Added | 206.8B | 1.99% | Q3 2023 |
|
WMG
|
Warner Music Group Corp - Class A | AKO Capital | 2.0M | Newly Added | 63.9M | 1.04% | Q3 2023 |
|
SOXX
|
BlackRock Institutional Trust Company N.A. - iShares Semiconductor ETF | Scion Asset Management | 100.0K | Newly Added | 47.4B | 47.85% | Q3 2023 |
|
BKNG
|
Booking Holdings Inc | Scion Asset Management | 4.0K | Newly Added | 12.3B | 12.46% | Q3 2023 |
|
JD
|
JD.com Inc - ADR | Scion Asset Management | 125.0K | Newly Added | 3.6B | 3.67% | Q3 2023 |
|
ILMN
|
Illumina Inc | ValueAct Holdings | 519.6K | Newly Added | 71.3B | 1.60% | Q3 2023 |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | Sequoia Fund | 6.9M | Newly Added | 429.1B | 7.12% | Q3 2023 |
|
FWONA
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A | Sequoia Fund | 888.0K | Newly Added | 50.2B | 0.83% | Q3 2023 |
|
WAT
|
Waters Corp. | AKO Capital | 471.8K | Newly Added | 129.4M | 2.11% | Q3 2023 |
|
X
|
United States Steel Corp. | Third Point | 4.8M | Newly Added | 154.3B | 2.33% | Q3 2023 |
|
TMUS
|
T-Mobile US Inc | Third Point | 1000.0K | Newly Added | 140.1B | 2.12% | Q3 2023 |
|
RRX
|
Regal Rexnord Corp | Third Point | 650.0K | Newly Added | 92.9B | 1.40% | Q3 2023 |
|
TDS
|
Telephone And Data Systems, Inc. | Third Point | 3.1M | Newly Added | 57.4B | 0.87% | Q3 2023 |
|
ESTC
|
Elastic N.V | Tiger Global Management | 1.7M | Newly Added | 138.9B | 1.02% | Q3 2023 |
|
DASH
|
DoorDash Inc - Class A | Tiger Global Management | 1.2M | Newly Added | 97.4B | 0.71% | Q3 2023 |
|
PCOR
|
Procore Technologies Inc | Tiger Global Management | 1.2M | Newly Added | 76.9B | 0.56% | Q3 2023 |
|
SYY
|
Sysco Corp. | Trian Fund Management | 1.2M | Newly Added | 80.8B | 1.22% | Q3 2023 |
|
GE
|
General Electric Co. | AKO Capital | 1.9M | Newly Added | 215.2M | 3.51% | Q3 2023 |
|
RBLX
|
Roblox Corporation - Class A | ValueAct Holdings | 1.8M | Newly Added | 52.1B | 1.17% | Q3 2023 |
|
ALRM
|
Alarm.com Holdings Inc | ValueAct Holdings | 585.4K | Newly Added | 35.8B | 0.80% | Q3 2023 |
|
DHR
|
Danaher Corp. | ValueAct Holdings | 118.0K | Newly Added | 29.3B | 0.65% | Q3 2023 |
|
ISRG
|
Intuitive Surgical Inc | Viking Global Investors | 641.0K | Newly Added | 187.4B | 0.76% | Q3 2023 |
|
MET
|
Metlife Inc | Viking Global Investors | 2.9M | Newly Added | 184.5B | 0.74% | Q3 2023 |
|
ORLY
|
O`Reilly Automotive, Inc. | Wedgewood Partners | 9.5K | Newly Added | 8.6B | 2.05% | Q3 2023 |
|
LSXMK
|
Liberty Media Corp. (Tracking Stock - SiriusXM) Series C | Weitz Investment Management | 1.8M | Newly Added | 45.5B | 2.50% | Q3 2023 |
|
EFX
|
Equifax, Inc. | Weitz Investment Management | 146.0K | Newly Added | 26.7B | 1.47% | Q3 2023 |
|
MCHP
|
Microchip Technology, Inc. | Weitz Investment Management | 259.6K | Newly Added | 20.3B | 1.11% | Q3 2023 |