Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
PDD
|
Pinduoduo Inc - ADR | Punch Card Management Scion Asset Management Tiger Global Management | 306.8K 200.0K 4.4M | ↑135.96% ↑166.67% ↑67.98% | 36.3M 23.7M 522.6M | 16.75% 11.88% 1.96% | Q1 2025 Q1 2025 Q1 2025 |
|
MSFT
|
Microsoft Corporation | AltaRock Partners Weitz Investment Management | 2.6M 134.5K | ↑36.32% ↑193.29% | 968.0M 50.5M | 19.46% 2.68% | Q1 2025 Q1 2025 |
|
ASML
|
ASML Holding NV - New York Shares | Lone Pine Capital First Manhattan Co. | 582.4K 708.1K | ↑31.84% ↑60.96% | 385.9M 469.2M | 3.33% 1.36% | Q1 2025 Q1 2025 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | Scion Asset Management Chou Associates | 200.0K 41.9K | ↑33.33% ↑1132.35% | 26.4M 5.5M | 13.27% 2.99% | Q1 2025 Q1 2025 |
|
IBKR
|
Interactive Brokers Group Inc - Class A | RV Capital GmbH Cantillon Capital Management | 849.9K 12.8M | ↑300.00% ↑288.72% | 47.1M 709.4M | 8.71% 4.10% | Q2 2025 Q2 2025 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Aspex Management | 2.4M | ↑348.42% | 395.5K | 10.16% | Q1 2025 |
|
TAL
|
TAL Education Group - ADR | Aspex Management | 14.2M | ↑34.50% | 187.6K | 4.82% | Q1 2025 |
|
MU
|
Micron Technology Inc. | Aspex Management | 2.0M | ↑34.25% | 175.5K | 4.51% | Q1 2025 |
|
ENPH
|
Enphase Energy Inc | Baillie Gifford | 11.1M | ↑32.02% | 685.8M | 0.59% | Q1 2025 |
|
STZ
|
Constellation Brands Inc - Class A | Berkshire Hathaway | 12.0M | ↑113.52% | 2.2B | 0.85% | Q1 2025 |
|
DHI
|
D.R. Horton Inc. | Brave Warrior Advisors | 1.2M | ↑50.35% | 149.4M | 3.42% | Q1 2025 |
|
COF
|
Capital One Financial Corp. | Brave Warrior Advisors | 631.6K | ↑42003.53% | 113.2M | 2.59% | Q1 2025 |
|
FAST
|
Fastenal Co. | Cantillon Capital Management | 9.3M | ↑94.35% | 390.5M | 2.25% | Q2 2025 |
|
ALC
|
Alcon Inc. - Registered Shares | Cantillon Capital Management | 2.9M | ↑94.84% | 251.9M | 1.45% | Q2 2025 |
|
SIRI
|
Sirius XM Holdings Inc | Chou Associates | 702.5K | ↑5479.52% | 15.8M | 8.56% | Q1 2025 |
|
STLA
|
Stellantis N.V | Chou Associates | 1.4M | ↑205.97% | 15.7M | 8.46% | Q1 2025 |
|
DHR
|
Danaher Corp. | Dorsey Asset Management | 691.3K | ↑75.11% | 141.7M | 15.01% | Q1 2025 |
|
TXN
|
Texas Instruments Inc. | Fundsmith LLP | 2.7M | ↑60.28% | 489.8M | 2.22% | Q1 2025 |
|
ZTS
|
Zoetis Inc - Class A | Fundsmith LLP | 2.5M | ↑1020.18% | 419.3M | 1.90% | Q1 2025 |
|
FUTU
|
Futu Holdings Ltd - ADR | Greenwoods Asset Management | 1.9M | ↑48.23% | 194.6M | 6.02% | Q1 2025 |
|
BEKE
|
KE Holdings Inc - ADR | Greenwoods Asset Management | 4.8M | ↑777.49% | 95.9M | 2.96% | Q1 2025 |
|
TCOM
|
Trip.com Group Ltd - ADR | Greenwoods Asset Management | 383.5K | ↑118.87% | 24.4M | 0.75% | Q1 2025 |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | Lone Pine Capital | 1.9M | ↑75.98% | 506.0M | 4.37% | Q1 2025 |
|
EL
|
Estee Lauder Cos., Inc. - Class A | Scion Asset Management | 200.0K | ↑100.00% | 13.2M | 6.62% | Q1 2025 |
|
TPX
|
Tempur Sealy International Inc | Abrams Capital | 5.8M | ↑62.37% | 350.0M | 6.21% | Q1 2025 |
|
HLT
|
Hilton Worldwide Holdings Inc | AltaRock Partners | 274.0K | ↑199.97% | 62.3M | 1.25% | Q1 2025 |
|
JD
|
JD.com Inc - ADR | Scion Asset Management | 400.0K | ↑33.33% | 16.4M | 8.25% | Q1 2025 |
|
UBER
|
Uber Technologies Inc | Appaloosa Management | 3.2M | ↑113.33% | 233.2M | 2.78% | Q1 2025 |
|
INTU
|
Intuit Inc | ShawSpring Partners | 166.9K | ↑94.73% | 102.5M | 14.08% | Q1 2025 |
|
NCNO
|
Ncino Inc. | ShawSpring Partners | 3.7M | ↑38.92% | 100.3M | 13.78% | Q1 2025 |
|
BRZE
|
Braze Inc - Class A | ShawSpring Partners | 2.4M | ↑58.18% | 85.6M | 11.76% | Q1 2025 |
|
APO
|
Apollo Global Management Inc - Class A (New) | Third Point | 1.5M | ↑275.00% | 205.4M | 3.13% | Q1 2025 |
|
VEEV
|
Veeva Systems Inc - Class A | Tiger Global Management | 2.4M | ↑540.34% | 560.7M | 2.10% | Q1 2025 |
|
CPNG
|
Coupang Inc - Class A | Tiger Global Management | 13.3M | ↑64.14% | 292.3M | 1.09% | Q1 2025 |
|
FB
|
Meta Platforms Inc - Class A | ValueAct Holdings | 1.0M | ↑379.85% | 584.9M | 12.76% | Q1 2025 |
|
V
|
Visa Inc - Class A | ValueAct Holdings | 1.3M | ↑251.43% | 460.1M | 10.04% | Q1 2025 |
|
USB
|
U.S. Bancorp. | Viking Global Investors | 34.9M | ↑42.60% | 1.5B | 4.67% | Q1 2025 |
|
BAC
|
Bank Of America Corp. | Viking Global Investors | 32.2M | ↑30.28% | 1.3B | 4.26% | Q1 2025 |
|
NVDA
|
NVIDIA Corp | Viking Global Investors | 6.5M | ↑222.01% | 709.1M | 2.25% | Q1 2025 |
|
NFLX
|
NetFlix Inc | Viking Global Investors | 749.4K | ↑49.20% | 698.9M | 2.22% | Q1 2025 |
|
ROST
|
Ross Stores, Inc. | Viking Global Investors | 4.3M | ↑153.16% | 552.2M | 1.75% | Q1 2025 |
|
CVNA
|
Carvana Co. - Class A | Viking Global Investors | 2.6M | ↑192.34% | 534.0M | 1.69% | Q1 2025 |
|
TMUS
|
T-Mobile US Inc | Viking Global Investors | 1.6M | ↑156.53% | 417.6M | 1.32% | Q1 2025 |
|
SHW
|
Sherwin-Williams Co. | Viking Global Investors | 972.2K | ↑57.31% | 339.5M | 1.07% | Q1 2025 |
|
GM
|
General Motors Company | Viking Global Investors | 7.2M | ↑178.61% | 338.1M | 1.07% | Q1 2025 |
|
SKX
|
Skechers U S A, Inc. - Class A | Viking Global Investors | 5.8M | ↑60.18% | 329.4M | 1.04% | Q1 2025 |
|
RRX
|
Regal Rexnord Corp | Viking Global Investors | 2.7M | ↑214.90% | 310.7M | 0.98% | Q1 2025 |
|
QCOM
|
Qualcomm, Inc. | Viking Global Investors | 1.4M | ↑343.70% | 220.0M | 0.69% | Q1 2025 |
|
EQH
|
Equitable Holdings Inc | Viking Global Investors | 3.3M | ↑329.08% | 170.8M | 0.54% | Q1 2025 |
|
SPGI
|
S&P Global Inc | Wedgewood Partners | 34.1K | ↑45.94% | 17.5M | 3.51% | Q1 2025 |
|
ORLY
|
O`Reilly Automotive, Inc. | Wedgewood Partners | 12.6K | ↑48.78% | 16.7M | 3.36% | Q1 2025 |
|
ODFL
|
Old Dominion Freight Line, Inc. | Wedgewood Partners | 82.4K | ↑43.49% | 14.1M | 2.84% | Q1 2025 |
|
IWF
|
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Growth ETF | Wedgewood Partners | 7.6K | ↑95.87% | 3.0M | 0.61% | Q1 2025 |
|
TECH
|
Bio-Techne Corp | Weitz Investment Management | 791.6K | ↑107.65% | 46.4M | 2.46% | Q1 2025 |
|
ACN
|
Accenture plc - Class A | Weitz Investment Management | 139.7K | ↑30.70% | 43.6M | 2.31% | Q1 2025 |
|
IT
|
Gartner, Inc. | Weitz Investment Management | 87.9K | ↑36.48% | 36.9M | 1.96% | Q1 2025 |
|
ADBE
|
Adobe Inc | Weitz Investment Management | 82.5K | ↑106.25% | 31.6M | 1.68% | Q1 2025 |
|
CMCSA
|
Comcast Corp - Class A | Weitz Investment Management | 451.5K | ↑375.26% | 16.7M | 0.88% | Q1 2025 |