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 |
|
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 |
|
UBER
|
Uber Technologies Inc | Appaloosa Management | 1.4M | ↓77.33% | 104.7M | 1.55% | 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 |
|
UHAL
|
Amerco | Abrams Capital | 277.0K | ↓31.94% | 18.7M | 0.58% | Q1 2024 |
|
LBRDK
|
Liberty Broadband Corp - Series C | Makaira Partners | 423.9K | ↓54.69% | 24.3M | 2.92% | 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 |
|
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 |
|
CBOE
|
Cboe Global Markets Inc. | Viking Global Investors | 1.7M | ↓31.40% | 304.1M | 1.13% | 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 |