Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
PDD
|
Pinduoduo Inc - ADR | Greenwoods Asset Management Appaloosa Management | 3.2M 2.0M | ↓30.54% ↓54.23% | 337.0M 209.3M | 11.72% 3.24% | Q2 2025 Q2 2025 |
|
FB
|
Meta Platforms Inc - Class A | ValueAct Holdings Viking Global Investors | 623.4K 265.5K | ↓38.58% ↓81.89% | 460.1M 196.0M | 8.21% 0.56% | Q2 2025 Q2 2025 |
|
ORCL
|
Oracle Corp. | Appaloosa Management | 150.0K | ↓78.57% | 32.8M | 0.50% | Q2 2025 |
|
SHOP
|
Shopify Inc - Class A | Baillie Gifford | 37.7M | ↓32.45% | 4.4B | 3.25% | Q2 2025 |
|
FXI
|
BlackRock Institutional Trust Company N.A. - iShares China Large-Cap ETF | Appaloosa Management | 1000.0K | ↓82.14% | 36.8M | 0.57% | Q2 2025 |
|
STLA
|
Stellantis N.V | Chou Associates | 692.0K | ↓50.44% | 6.9M | 3.79% | Q2 2025 |
|
WIX
|
Wix.com Ltd | Dorsey Asset Management | 146.8K | ↓54.04% | 23.3M | 2.08% | Q2 2025 |
|
YNDX
|
Yandex NV - Class A | Greenwoods Asset Management | 1.3M | ↓42.46% | 70.6M | 2.45% | Q2 2025 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Greenwoods Asset Management | 131.3K | ↓91.66% | 29.7M | 1.03% | Q2 2025 |
|
INTU
|
Intuit Inc | Lone Pine Capital | 771.7K | ↓45.03% | 607.8M | 4.32% | Q2 2025 |
|
SWBI
|
Smith & Wesson Brands Inc | Punch Card Management | 189.9K | ↓70.73% | 1.6M | 0.53% | Q2 2025 |
|
GOOGL
|
Alphabet Inc - Class A | AltaRock Partners | 1.0M | ↓69.74% | 184.2M | 3.36% | Q2 2025 |
|
FTV
|
Fortive Corp | Third Point | 1.2M | ↓38.95% | 60.5M | 0.79% | Q2 2025 |
|
NOW
|
ServiceNow Inc | Tiger Global Management | 300.0K | ↓48.25% | 308.4M | 0.90% | Q2 2025 |
|
CRWD
|
Crowdstrike Holdings Inc - Class A | Tiger Global Management | 500.0K | ↓44.44% | 254.7M | 0.74% | Q2 2025 |
|
WDAY
|
Workday Inc - Class A | Tiger Global Management | 1000.0K | ↓46.82% | 240.0M | 0.70% | Q2 2025 |
|
V
|
Visa Inc - Class A | AltaRock Partners | 535.4K | ↓37.04% | 190.1M | 3.47% | Q2 2025 |
|
IVZ
|
Invesco Ltd | Trian Fund Management | 14.6M | ↓36.87% | 230.7M | 6.08% | Q2 2025 |
|
UHAL
|
Amerco | Trian Fund Management | 353.3K | ↓45.81% | 21.4M | 0.56% | Q2 2025 |
|
RBLX
|
Roblox Corporation - Class A | ValueAct Holdings | 4.7M | ↓46.01% | 497.8M | 8.89% | Q2 2025 |
|
AMT
|
American Tower Corp. | Akre Capital Management | 915.2K | ↓64.65% | 202.3M | 1.98% | Q2 2025 |
|
EXPE
|
Expedia Group Inc | ValueAct Holdings | 278.4K | ↓75.08% | 47.0M | 0.83% | Q2 2025 |
|
USB
|
U.S. Bancorp. | Viking Global Investors | 24.1M | ↓30.90% | 1.1B | 3.15% | Q2 2025 |
|
APG
|
APi Group Corporation | Viking Global Investors | 11.5M | ↓46.43% | 589.0M | 1.70% | Q2 2025 |
|
NVDA
|
NVIDIA Corp | Viking Global Investors | 3.7M | ↓43.73% | 581.7M | 1.68% | Q2 2025 |
|
CVNA
|
Carvana Co. - Class A | Viking Global Investors | 1.1M | ↓57.79% | 363.2M | 1.05% | Q2 2025 |