Master investors' significant activity

TICKER CORP NAME MASTER SHARES % CHANGE VALUE($) % OF TOTAL VALUE DATE
BKNG
Booking Holdings Inc AKO Capital Yacktman Asset Management 131.2K 57.6K ↓37.74% ↓51.17% 404.5M 177.8B 6.59% 1.75% Q3 2023 Q3 2023
CBRE
CBRE Group Inc - Class A ValueAct Holdings Viking Global Investors 4.6M 2.5M ↓49.80% ↓45.29% 342.5B 185.0B 7.69% 0.75% Q3 2023 Q3 2023
LRCX
Lam Research Corp. Aspex Management 282.9K ↓44.64% 177.3M 5.45% Q3 2023
FUTU
Futu Holdings Ltd - ADR Aspex Management 2.6M ↓41.44% 153.0M 4.70% Q3 2023
TSM
Taiwan Semiconductor Manufacturing - ADR Appaloosa Management 1000.0K ↓43.66% 86.9B 1.71% Q3 2023
BEKE
KE Holdings Inc - ADR Aspex Management 4.6M ↓55.60% 71.5M 2.20% Q3 2023
BZ
Kanzhun Ltd - ADR Aspex Management 2.8M ↓41.48% 42.8M 1.31% Q3 2023
BIDU
Baidu Inc - ADR Appaloosa Management 665.0K ↓47.84% 89.3B 1.76% Q3 2023
EDU
New Oriental Education & Technology Group Inc. - ADR Greenwoods Asset Management 2.1M ↓52.32% 122.7B 4.81% Q3 2023
DASH
DoorDash Inc - Class A Greenwoods Asset Management 1.2M ↓48.17% 94.4B 3.70% Q3 2023
NVDA
NVIDIA Corp Greenwoods Asset Management 91.6K ↓71.80% 39.8B 1.56% Q3 2023
QCOM
Qualcomm, Inc. Greenwoods Asset Management 233.8K ↓49.59% 26.0B 1.01% Q3 2023
BBWI
Bath & Body Works Inc Lone Pine Capital 8.7M ↓46.77% 294.3B 2.83% Q3 2023
FND
Floor & Decor Holdings Inc - Class A Lone Pine Capital 2.2M ↓42.49% 195.6B 1.88% Q3 2023
MAR
Marriott International, Inc. - Class A AKO Capital 266.0K ↓41.49% 52.3M 0.85% Q3 2023
NET
Cloudflare Inc - Class A Optimus Prime Fund 860.0K ↓43.20% 54.2B 7.20% Q3 2023
EFX
Equifax, Inc. AKO Capital 509.7K ↓34.82% 93.4M 1.52% Q3 2023
ALLE
Allegion plc AKO Capital 1.2M ↓44.05% 128.9M 2.10% Q3 2023
GOOGL
Alphabet Inc - Class A Third Point 900.0K ↓36.84% 117.8B 1.78% Q3 2023
REAL
Therealreal Inc Scion Asset Management 750.0K ↓50.00% 1.6B 1.59% Q3 2023
JD
JD.com Inc - ADR Tiger Global Management 9.9M ↓53.21% 287.3B 2.11% Q3 2023
INTU
Intuit Inc Tiger Global Management 508.0K ↓52.18% 259.6B 1.91% Q3 2023
FISV
Fiserv, Inc. ValueAct Holdings 7.5M ↓35.19% 852.7B 19.15% Q3 2023
KKR
KKR & Co. Inc. ValueAct Holdings 11.4M ↓44.38% 703.5B 15.80% Q3 2023
STX
Seagate Technology Holdings Plc ValueAct Holdings 7.7M ↓42.79% 507.0B 11.38% Q3 2023
NYT
New York Times Co. - Class A ValueAct Holdings 7.3M ↓45.68% 300.1B 6.74% Q3 2023
SPOT
Spotify Technology S.A. ValueAct Holdings 1.3M ↓30.31% 193.9B 4.35% Q3 2023
PM
Philip Morris International Inc Viking Global Investors 6.0M ↓34.05% 552.9B 2.24% Q3 2023
LULU
Lululemon Athletica inc. Viking Global Investors 776.5K ↓34.72% 299.4B 1.21% Q3 2023
ACHC
Acadia Healthcare Company Inc Viking Global Investors 2.3M ↓30.41% 158.6B 0.64% Q3 2023
IFF
International Flavors & Fragrances Inc. Viking Global Investors 2.1M ↓42.10% 140.9B 0.57% Q3 2023
AAPL
Apple Inc Wedgewood Partners 185.3K ↓43.85% 31.7B 7.59% Q3 2023
V
Visa Inc - Class A Wedgewood Partners 118.8K ↓32.73% 27.3B 6.54% Q3 2023
UNH
Unitedhealth Group Inc Wedgewood Partners 50.2K ↓31.66% 25.3B 6.05% Q3 2023
MSFT
Microsoft Corporation Wedgewood Partners 73.7K ↓35.13% 23.3B 5.56% Q3 2023
TSCO
Tractor Supply Co. Wedgewood Partners 107.5K ↓33.40% 21.8B 5.22% Q3 2023
EW
Edwards Lifesciences Corp Wedgewood Partners 193.8K ↓38.51% 13.4B 3.21% Q3 2023
ODFL
Old Dominion Freight Line, Inc. Wedgewood Partners 32.4K ↓42.20% 13.2B 3.16% Q3 2023
WFRD
Weatherford International plc - New Yacktman Asset Management 2.2M ↓41.71% 201.2B 1.98% Q3 2023