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 |