Master investors' significant activity

TICKER CORP NAME MASTER SHARES % CHANGE VALUE($) % OF TOTAL VALUE DATE
FB
Meta Platforms Inc - Class A Appaloosa Management Viking Global Investors 1.1M 732.0K ↓39.32% ↓75.53% 545.1M 355.4M 8.06% 1.32% Q1 2024 Q1 2024
MA
Mastercard Incorporated - Class A Lone Pine Capital Viking Global Investors 680.4K 794.3K ↓38.19% ↓31.36% 327.7M 382.5M 2.58% 1.42% Q1 2024 Q1 2024
UBER
Uber Technologies Inc Appaloosa Management 1.4M ↓77.33% 104.7M 1.55% Q1 2024
MU
Micron Technology Inc. Aspex Management 2.6M ↓34.77% 309.7K 8.28% Q1 2024
DASH
DoorDash Inc - Class A Aspex Management 2.0M ↓35.55% 274.5K 7.34% Q1 2024
PDD
Pinduoduo Inc - ADR Aspex Management 650.4K ↓56.19% 75.6K 2.02% Q1 2024
STLA
Stellantis N.V Conifer Management 7.1M ↓49.14% 201.5M 22.23% Q1 2024
ARCH
Arch Resources Inc - Class A Dalal Street 140.3K ↓40.29% 22.6M 10.45% Q1 2024
MANU
Manchester United Plc. - Class A Lindsell Train Ltd 7.7M ↓30.47% 109.0M 2.29% Q1 2024
NVDA
NVIDIA Corp Appaloosa Management 442.0K ↓44.05% 399.4M 5.91% Q1 2024
BKNG
Booking Holdings Inc Lone Pine Capital 104.3K ↓31.61% 378.4M 2.98% Q1 2024
DKS
Dicks Sporting Goods, Inc. Lone Pine Capital 1.2M ↓58.98% 269.6M 2.12% Q1 2024
LBRDK
Liberty Broadband Corp - Series C Makaira Partners 423.9K ↓54.69% 24.3M 2.92% Q1 2024
CBOE
Cboe Global Markets Inc. Viking Global Investors 1.7M ↓31.40% 304.1M 1.13% Q1 2024
SE
Sea Ltd - ADR ShawSpring Partners 1.9M ↓30.13% 101.5M 13.03% Q1 2024
TMO
Thermo Fisher Scientific Inc. TCI Fund Management 1.5M ↓51.77% 882.1M 2.22% Q1 2024
IFF
International Flavors & Fragrances Inc. Third Point 1.4M ↓32.04% 120.4M 1.53% Q1 2024
UHAL
Amerco Abrams Capital 277.0K ↓31.94% 18.7M 0.58% Q1 2024
FERG
Ferguson Plc. Trian Fund Management 2.5M ↓40.49% 544.7M 6.79% Q1 2024
CBRE
CBRE Group Inc - Class A ValueAct Holdings 2.5M ↓46.73% 240.3M 5.28% Q1 2024
KKR
KKR & Co. Inc. ValueAct Holdings 1.9M ↓68.01% 191.6M 4.21% Q1 2024
NYT
New York Times Co. - Class A ValueAct Holdings 2.1M ↓42.25% 90.5M 1.99% Q1 2024
PGR
Progressive Corp. Viking Global Investors 3.0M ↓48.27% 627.3M 2.33% Q1 2024
GE
General Electric Co. Viking Global Investors 2.7M ↓46.29% 479.5M 1.78% Q1 2024
HDB
HDFC Bank Ltd. - ADR Viking Global Investors 5.9M ↓39.13% 331.9M 1.23% Q1 2024
MCK
Mckesson Corporation Viking Global Investors 590.6K ↓73.55% 317.1M 1.18% Q1 2024
ORCL
Oracle Corp. Yacktman Asset Management 910.0K ↓33.34% 114.3M 1.02% Q1 2024
PXD
Pioneer Natural Resources Co. Yacktman Asset Management 307.4K ↓72.41% 80.7M 0.72% Q1 2024