Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | Lone Pine Capital Viking Global Investors | 1.4M 266.3K | ↓34.77% ↓63.62% | 703.1M 134.3M | 5.70% 0.51% | Q2 2024 Q2 2024 |
|
SE
|
Sea Ltd - ADR | ShawSpring Partners Aspex Management | 848.8K 4.3M | ↓55.10% ↓42.36% | 60.6M 305.8K | 8.74% 6.53% | Q2 2024 Q2 2024 |
|
MU
|
Micron Technology Inc. | Aspex Management | 1.4M | ↓48.21% | 179.0K | 3.82% | Q2 2024 |
|
QCOM
|
Qualcomm, Inc. | Aspex Management | 773.4K | ↓31.55% | 154.1K | 3.29% | Q2 2024 |
|
AAPL
|
Apple Inc | Berkshire Hathaway | 400.0M | ↓49.33% | 84.2B | 30.09% | Q2 2024 |
|
TNET
|
TriNet Group Inc | Cantillon Capital Management | 763.4K | ↓73.95% | 76.3M | 0.51% | Q2 2024 |
|
CEIX
|
Consol Energy Inc | Dalal Street | 172.0K | ↓53.00% | 17.6M | 7.53% | Q2 2024 |
|
GOOG
|
Alphabet Inc - Class C | Dorsey Asset Management | 465.3K | ↓45.02% | 85.3M | 10.16% | Q2 2024 |
|
UBER
|
Uber Technologies Inc | Greenwoods Asset Management | 303.2K | ↓65.28% | 22.0M | 0.58% | Q2 2024 |
|
KMX
|
Carmax Inc | Makaira Partners | 705.2K | ↓39.87% | 51.7M | 6.70% | Q2 2024 |
|
ISRG
|
Intuitive Surgical Inc | Viking Global Investors | 337.9K | ↓56.22% | 150.3M | 0.57% | Q2 2024 |
|
CPNG
|
Coupang Inc - Class A | ShawSpring Partners | 3.2M | ↓34.96% | 67.3M | 9.70% | Q2 2024 |
|
GOOGL
|
Alphabet Inc - Class A | Third Point | 2.0M | ↓34.00% | 360.7M | 4.12% | Q2 2024 |
|
DIS
|
Walt Disney Co (The) | Trian Fund Management | 2.6M | ↓91.82% | 262.7M | 6.40% | Q2 2024 |
|
FISV
|
Fiserv, Inc. | ValueAct Holdings | 1.1M | ↓69.81% | 164.5M | 4.62% | Q2 2024 |
|
KKR
|
KKR & Co. Inc. | ValueAct Holdings | 1.2M | ↓36.62% | 127.0M | 3.57% | Q2 2024 |
|
NYT
|
New York Times Co. - Class A | ValueAct Holdings | 1.3M | ↓35.81% | 68.8M | 1.93% | Q2 2024 |
|
TMUS
|
T-Mobile US Inc | Viking Global Investors | 2.5M | ↓43.10% | 439.2M | 1.68% | Q2 2024 |
|
AMP
|
Ameriprise Financial Inc | Viking Global Investors | 909.0K | ↓44.12% | 388.3M | 1.49% | Q2 2024 |
|
FCX
|
Freeport-McMoRan Inc | Viking Global Investors | 5.2M | ↓45.05% | 254.2M | 0.97% | Q2 2024 |
|
UNH
|
Unitedhealth Group Inc | Viking Global Investors | 441.8K | ↓67.54% | 225.0M | 0.86% | Q2 2024 |
|
JD
|
JD.com Inc - ADR | Scion Asset Management | 250.0K | ↓30.56% | 6.5M | 12.30% | Q2 2024 |
|
ADI
|
Analog Devices Inc. | Weitz Investment Management | 141.0K | ↓38.48% | 32.2M | 1.68% | Q2 2024 |
|
LSXMK
|
Liberty Media Corp. (Tracking Stock - SiriusXM) Series C | Weitz Investment Management | 1.1M | ↓37.76% | 24.1M | 1.26% | Q2 2024 |