Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
AVGO
|
Broadcom Inc | Cantillon Capital Management Tiger Global Management First Manhattan Co. | 7.3M 1.8M 2.3M | ↑849.57% ↑912.34% ↑901.75% | 1.3B 318.3M 402.4M | 7.73% 1.35% 1.19% | Q3 2024 Q3 2024 Q3 2024 |
|
CRM
|
Salesforce.Com Inc | First Manhattan Co. Viking Global Investors | 1.5M 544.4K | ↑128.45% ↑34.38% | 422.8M 149.0M | 1.25% 0.54% | Q3 2024 Q3 2024 |
|
RYAAY
|
Ryanair Holdings Plc - ADR | Brave Warrior Advisors Baillie Gifford | 5.1M 23.5M | ↑10182.07% ↑175.72% | 230.6M 1.1B | 4.78% 0.79% | Q3 2024 Q3 2024 |
|
JD
|
JD.com Inc - ADR | Scion Asset Management Appaloosa Management | 1000.0K 7.3M | ↑300.00% ↑69.35% | 40.0M 292.0M | 30.82% 4.33% | Q3 2024 Q3 2024 |
|
TME
|
Tencent Music Entertainment Group - ADR | Cantillon Capital Management Greenwoods Asset Management | 18.5M 3.0M | ↑39.92% ↑97.73% | 222.4M 35.8M | 1.35% 1.13% | Q3 2024 Q3 2024 |
|
PDD
|
Pinduoduo Inc - ADR | Appaloosa Management H&H International Investment | 5.3M 3.9M | ↑173.25% ↑3693.79% | 714.6M 526.8M | 10.61% 3.18% | Q3 2024 Q3 2024 |
|
OXY
|
Occidental Petroleum Corp. | H&H International Investment | 9.2M | ↑497.74% | 475.4M | 2.87% | Q3 2024 |
|
LI
|
Li Auto Inc - ADR | Aspex Management | 10.6M | ↑55.04% | 273.0K | 7.22% | Q3 2024 |
|
MSFT
|
Microsoft Corporation | Baillie Gifford | 7.0M | ↑46.05% | 3.0B | 2.26% | Q3 2024 |
|
EDU
|
New Oriental Education & Technology Group Inc. - ADR | Aspex Management | 4.8M | ↑46.72% | 360.5K | 9.54% | Q3 2024 |
|
PBR
|
Petroleo Brasileiro S.A. Petrobras - ADR | Baillie Gifford | 62.1M | ↑49.05% | 894.6M | 0.66% | Q3 2024 |
|
FDX
|
Fedex Corp | Bill & Melinda Gates Foundation | 2.5M | ↑65.17% | 693.6M | 1.53% | Q3 2024 |
|
UBER
|
Uber Technologies Inc | Cantillon Capital Management | 4.0M | ↑65.17% | 302.3M | 1.84% | Q3 2024 |
|
CEIX
|
Consol Energy Inc | Dalal Street | 770.6K | ↑347.95% | 80.6M | 32.66% | Q3 2024 |
|
HCC
|
Warrior Met Coal Inc | Dalal Street | 698.4K | ↑48.12% | 44.6M | 18.07% | Q3 2024 |
|
AMAT
|
Applied Materials Inc. | First Manhattan Co. | 2.6M | ↑48.77% | 527.7M | 1.56% | Q3 2024 |
|
LYFT
|
Lyft Inc Cls A | Appaloosa Management | 15.8M | ↑97.83% | 200.8M | 2.98% | Q3 2024 |
|
MA
|
Mastercard Incorporated - Class A | AltaRock Partners | 620.0K | ↑132.19% | 306.2M | 6.03% | Q3 2024 |
|
AAPL
|
Apple Inc | Greenwoods Asset Management | 756.7K | ↑356.95% | 176.3M | 5.59% | Q3 2024 |
|
AMZN
|
Amazon.com Inc. | AltaRock Partners | 5.4M | ↑30.82% | 1.0B | 19.82% | Q3 2024 |
|
BF.B
|
Brown-Forman Corp. - Class B | Lindsell Train Ltd | 1.6M | ↑464.92% | 80.7M | 1.82% | Q3 2024 |
|
FB
|
Meta Platforms Inc - Class A | Lone Pine Capital | 1.9M | ↑35.63% | 1.1B | 8.07% | Q3 2024 |
|
ARES
|
Ares Management Corp - Class A | Lone Pine Capital | 2.1M | ↑30.29% | 319.8M | 2.38% | Q3 2024 |
|
CCCS
|
CCC Intelligent Solutions Holdings Inc | Akre Capital Management | 10.7M | ↑36.67% | 118.0M | 0.98% | Q3 2024 |
|
NKE
|
Nike, Inc. - Class B | Pershing Square | 16.3M | ↑435.51% | 1.4B | 11.14% | Q3 2024 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | Scion Asset Management | 368.9K | ↑138.00% | 39.1M | 30.17% | Q3 2024 |
|
BIDU
|
Baidu Inc - ADR | Scion Asset Management | 208.3K | ↑177.73% | 21.9M | 16.90% | Q3 2024 |
|
FOUR
|
Shift4 Payments Inc - Class A | Scion Asset Management | 150.0K | ↑50.00% | 13.3M | 10.24% | Q3 2024 |
|
PCOR
|
Procore Technologies Inc | ShawSpring Partners | 1.4M | ↑493.25% | 88.8M | 11.21% | Q3 2024 |
|
NCNO
|
Ncino Inc. | ShawSpring Partners | 2.7M | ↑115.86% | 83.8M | 10.59% | Q3 2024 |
|
ICE
|
Intercontinental Exchange Inc | Third Point | 2.1M | ↑108.50% | 334.9M | 4.50% | Q3 2024 |
|
LYV
|
Live Nation Entertainment Inc | Third Point | 2.3M | ↑71.43% | 256.2M | 3.44% | Q3 2024 |
|
ABNB
|
Airbnb Inc - Class A | Akre Capital Management | 2.6M | ↑183.09% | 336.0M | 2.79% | Q3 2024 |
|
ASML
|
ASML Holding NV - New York Shares | Valley Forge Capital | 125.6K | ↑99.72% | 104.7M | 2.32% | Q3 2024 |
|
RBLX
|
Roblox Corporation - Class A | ValueAct Holdings | 10.1M | ↑340.69% | 448.6M | 10.25% | Q3 2024 |
|
USB
|
U.S. Bancorp. | Viking Global Investors | 33.6M | ↑32.33% | 1.5B | 5.60% | Q3 2024 |
|
SPOT
|
Spotify Technology S.A. | Viking Global Investors | 2.6M | ↑442.68% | 949.9M | 3.46% | Q3 2024 |
|
BMRN
|
Biomarin Pharmaceutical Inc. - Registered Shares | Viking Global Investors | 9.8M | ↑38.08% | 685.6M | 2.49% | Q3 2024 |
|
SHW
|
Sherwin-Williams Co. | Viking Global Investors | 1.3M | ↑219.20% | 496.8M | 1.81% | Q3 2024 |
|
TEAM
|
Atlassian Corporation Plc - Class A | Viking Global Investors | 3.0M | ↑102.93% | 472.4M | 1.72% | Q3 2024 |
|
ALL
|
Allstate Corp (The) | Viking Global Investors | 2.0M | ↑274.57% | 387.3M | 1.41% | Q3 2024 |
|
CSX
|
CSX Corp. | Viking Global Investors | 9.4M | ↑97.35% | 322.9M | 1.17% | Q3 2024 |
|
VRT
|
Vertiv Holdings Co - Class A | Viking Global Investors | 2.8M | ↑307.93% | 279.9M | 1.02% | Q3 2024 |
|
NVDA
|
NVIDIA Corp | Viking Global Investors | 2.3M | ↑63.61% | 275.1M | 1.00% | Q3 2024 |
|
KKR
|
KKR & Co. Inc. | Viking Global Investors | 1.8M | ↑232.19% | 236.4M | 0.86% | Q3 2024 |