Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
CHTR
|
Charter Communications Inc. - Class A | Makaira Partners Weitz Investment Management | 380.9K 163.2K | ↑135.23% ↑167.10% | 110.7M 47.4M | 13.35% 2.39% | Q1 2024 Q1 2024 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | Appaloosa Management Scion Asset Management | 11.2M 125.0K | ↑158.62% ↑66.67% | 814.0M 9.0M | 12.05% 8.74% | Q1 2024 Q1 2024 |
|
PM
|
Philip Morris International Inc | Lone Pine Capital Viking Global Investors | 6.7M 13.0M | ↑121.94% ↑35.26% | 611.2M 1.2B | 4.82% 4.44% | Q1 2024 Q1 2024 |
|
PDD
|
Pinduoduo Inc - ADR | RV Capital GmbH Appaloosa Management | 290.4K 2.1M | ↑45.86% ↑170.97% | 33.8M 244.1M | 9.01% 3.61% | Q1 2024 Q1 2024 |
|
TPL
|
Texas Pacific Land Corporation | Wedgewood Partners First Manhattan Co. | 13.7K 427.9K | ↑190.85% ↑199.69% | 8.2M 247.5M | 1.64% 0.80% | Q1 2024 Q1 2024 |
|
FUTU
|
Futu Holdings Ltd - ADR | Aspex Management | 4.3M | ↑192.53% | 233.4K | 6.24% | Q1 2024 |
|
TME
|
Tencent Music Entertainment Group - ADR | Aspex Management | 18.0M | ↑99.04% | 201.6K | 5.39% | Q1 2024 |
|
NTES
|
NetEase Inc - ADR | Aspex Management | 1.5M | ↑136.01% | 155.6K | 4.16% | Q1 2024 |
|
ZTO
|
ZTO Express (Cayman) Inc - ADR | Aspex Management | 6.7M | ↑83.21% | 140.4K | 3.75% | Q1 2024 |
|
NU
|
Nu Holdings Ltd Class A | Baillie Gifford | 169.5M | ↑47.65% | 2.0B | 1.57% | Q1 2024 |
|
ESTC
|
Elastic N.V | Baillie Gifford | 10.2M | ↑30.81% | 1.0B | 0.79% | Q1 2024 |
|
LSXMK
|
Liberty Media Corp. (Tracking Stock - SiriusXM) Series C | Berkshire Hathaway | 65.5M | ↑51.56% | 1.9B | 0.58% | Q1 2024 |
|
WMT
|
Walmart Inc | Bill & Melinda Gates Foundation | 9.1M | ↑200.00% | 547.0M | 1.19% | Q1 2024 |
|
LEN
|
Lennar Corp. - Class A | Brave Warrior Advisors | 1.0M | ↑77.48% | 174.5M | 3.64% | Q1 2024 |
|
AN
|
Autonation Inc. | Brave Warrior Advisors | 937.8K | ↑665.93% | 155.3M | 3.24% | Q1 2024 |
|
MPLX
|
MPLX LP - Unit | Brave Warrior Advisors | 3.0M | ↑17697.70% | 125.7M | 2.63% | Q1 2024 |
|
CP
|
Canadian Pacific Railway Ltd | Cantillon Capital Management | 3.6M | ↑49.06% | 314.6M | 1.97% | Q1 2024 |
|
SEMR
|
SEMrush Holdings Inc - Class A | Dorsey Asset Management | 3.8M | ↑37.86% | 50.5M | 5.86% | Q1 2024 |
|
AMAT
|
Applied Materials Inc. | First Manhattan Co. | 1.3M | ↑6626.95% | 264.7M | 0.85% | Q1 2024 |
|
BIDU
|
Baidu Inc - ADR | Appaloosa Management | 1.8M | ↑188.00% | 189.5M | 2.80% | Q1 2024 |
|
TTWO
|
Take-Two Interactive Software, Inc. | First Manhattan Co. | 1.5M | ↑417.01% | 222.7M | 0.72% | Q1 2024 |
|
MKL
|
Markel Corp | First Manhattan Co. | 110.1K | ↑46.37% | 167.5M | 0.54% | Q1 2024 |
|
TRUP
|
Trupanion Inc | Greenlea Lane Capital | 425.1K | ↑41.75% | 11.7M | 3.32% | Q1 2024 |
|
DASH
|
DoorDash Inc - Class A | Greenwoods Asset Management | 1.6M | ↑37.20% | 222.7M | 6.90% | Q1 2024 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Greenwoods Asset Management | 1.6M | ↑1741.77% | 211.2M | 6.54% | Q1 2024 |
|
NVDA
|
NVIDIA Corp | Greenwoods Asset Management | 186.5K | ↑116.81% | 168.5M | 5.22% | Q1 2024 |
|
YMM
|
Full Truck Alliance Co Ltd - ADR | Greenwoods Asset Management | 15.6M | ↑57.60% | 113.4M | 3.51% | Q1 2024 |
|
QFIN
|
360 DigiTech Inc - ADR | Greenwoods Asset Management | 3.4M | ↑40.66% | 63.4M | 1.96% | Q1 2024 |
|
TAL
|
TAL Education Group - ADR | Greenwoods Asset Management | 3.0M | ↑36.35% | 33.7M | 1.04% | Q1 2024 |
|
V
|
Visa Inc - Class A | Greenwoods Asset Management | 115.0K | ↑152.75% | 32.1M | 0.99% | Q1 2024 |
|
ORCL
|
Oracle Corp. | Appaloosa Management | 2.3M | ↑73.58% | 288.9M | 4.27% | Q1 2024 |
|
OXY
|
Occidental Petroleum Corp. | H&H International Investment | 1.1M | ↑157.87% | 73.8M | 0.51% | Q1 2024 |
|
JD
|
JD.com Inc - ADR | Scion Asset Management | 360.0K | ↑80.00% | 9.9M | 9.52% | Q1 2024 |
|
SQ
|
Block Inc - Class A | Scion Asset Management | 90.0K | ↑80.00% | 7.6M | 7.35% | Q1 2024 |
|
LPI
|
Laredo Petroleum Inc. | Scion Asset Management | 125.0K | ↑42.86% | 6.6M | 6.34% | Q1 2024 |
|
REAL
|
Therealreal Inc | Scion Asset Management | 1.4M | ↑115.74% | 5.5M | 5.33% | Q1 2024 |
|
SB
|
Safe Bulkers, Inc | Scion Asset Management | 400.0K | ↑60.00% | 2.0M | 1.91% | Q1 2024 |
|
ICE
|
Intercontinental Exchange Inc | Third Point | 1000.0K | ↑42.86% | 137.4M | 1.75% | Q1 2024 |
|
TDS
|
Telephone And Data Systems, Inc. | Third Point | 2.9M | ↑35.10% | 46.2M | 0.58% | Q1 2024 |
|
GOOGL
|
Alphabet Inc - Class A | Tiger Global Management | 10.3M | ↑154.10% | 1.6B | 8.50% | Q1 2024 |
|
GRAB
|
Grab Holdings Limited - Class A | Tiger Global Management | 66.8M | ↑30.21% | 209.8M | 1.14% | Q1 2024 |
|
PCOR
|
Procore Technologies Inc | Tiger Global Management | 2.3M | ↑46.17% | 192.2M | 1.05% | Q1 2024 |
|
ZI
|
ZoomInfo Technologies Inc. - Class A | Tiger Global Management | 11.6M | ↑62.02% | 185.7M | 1.01% | Q1 2024 |
|
AMZN
|
Amazon.com Inc. | Viking Global Investors | 6.9M | ↑40.02% | 1.2B | 4.63% | Q1 2024 |
|
USB
|
U.S. Bancorp. | Viking Global Investors | 22.6M | ↑136.44% | 1.0B | 3.76% | Q1 2024 |
|
TMUS
|
T-Mobile US Inc | Viking Global Investors | 4.4M | ↑190.15% | 715.1M | 2.66% | Q1 2024 |
|
UNH
|
Unitedhealth Group Inc | Viking Global Investors | 1.4M | ↑195.41% | 673.4M | 2.50% | Q1 2024 |
|
BMRN
|
Biomarin Pharmaceutical Inc. - Registered Shares | Viking Global Investors | 6.4M | ↑31.23% | 560.4M | 2.08% | Q1 2024 |
|
TEAM
|
Atlassian Corporation Plc - Class A | Viking Global Investors | 1.7M | ↑301.12% | 341.2M | 1.27% | Q1 2024 |
|
RRX
|
Regal Rexnord Corp | Viking Global Investors | 900.5K | ↑30.19% | 162.2M | 0.60% | Q1 2024 |
|
EPAM
|
EPAM Systems Inc | Viking Global Investors | 579.5K | ↑57.18% | 160.0M | 0.59% | Q1 2024 |
|
KDP
|
Keurig Dr Pepper Inc | Viking Global Investors | 4.5M | ↑54.53% | 136.8M | 0.50% | Q1 2024 |
|
ODFL
|
Old Dominion Freight Line, Inc. | Wedgewood Partners | 62.3K | ↑96.84% | 11.4M | 2.29% | Q1 2024 |
|
GPN
|
Global Payments, Inc. | Weitz Investment Management | 320.0K | ↑39.13% | 42.8M | 2.15% | Q1 2024 |