Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
SBUX
|
Starbucks Corp. | Lone Pine Capital Viking Global Investors | 6.5M 5.3M | ↑59.84% ↑220.93% | 590.8M 487.6M | 4.38% 1.57% | Q4 2024 Q4 2024 |
|
GOOGL
|
Alphabet Inc - Class A | Greenwoods Asset Management Viking Global Investors | 501.3K 3.7M | ↑953.04% ↑186.61% | 94.9M 693.1M | 2.99% 2.24% | Q4 2024 Q4 2024 |
|
ASML
|
ASML Holding NV - New York Shares | Appaloosa Management First Manhattan Co. | 160.0K 439.9K | ↑106.45% ↑59.41% | 110.9M 307.4M | 1.71% 0.90% | Q4 2024 Q4 2024 |
|
MU
|
Micron Technology Inc. | Aspex Management | 1.5M | ↑33.96% | 126.7K | 3.42% | Q4 2024 |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | Baillie Gifford | 4.1M | ↑5421.38% | 1.3B | 1.01% | Q4 2024 |
|
ELF
|
e.l.f. Beauty Inc | Baillie Gifford | 8.0M | ↑50.96% | 1.0B | 0.77% | Q4 2024 |
|
AN
|
Autonation Inc. | Brave Warrior Advisors | 1.5M | ↑50.28% | 248.2M | 6.17% | Q4 2024 |
|
YUM
|
Yum Brands Inc. | Cantillon Capital Management | 1.9M | ↑31.68% | 252.3M | 1.52% | Q4 2024 |
|
TER
|
Teradyne, Inc. | Aspex Management | 3.2M | ↑35.49% | 407.3K | 11.00% | Q4 2024 |
|
HCC
|
Warrior Met Coal Inc | Dalal Street | 1.7M | ↑144.08% | 92.5M | 36.48% | Q4 2024 |
|
GOOG
|
Alphabet Inc - Class C | Dorsey Asset Management | 639.2K | ↑41.54% | 121.7M | 12.54% | Q4 2024 |
|
DHR
|
Danaher Corp. | Dorsey Asset Management | 394.8K | ↑32.71% | 90.6M | 9.34% | Q4 2024 |
|
EDU
|
New Oriental Education & Technology Group Inc. - ADR | Aspex Management | 7.5M | ↑56.84% | 478.5K | 12.92% | Q4 2024 |
|
MSFT
|
Microsoft Corporation | Greenwoods Asset Management | 177.9K | ↑51.56% | 75.0M | 2.36% | Q4 2024 |
|
DQ
|
Daqo New Energy Corp - ADR | Greenwoods Asset Management | 2.7M | ↑5286.58% | 52.8M | 1.66% | Q4 2024 |
|
SE
|
Sea Ltd - ADR | Greenwoods Asset Management | 212.6K | ↑145.74% | 22.6M | 0.71% | Q4 2024 |
|
PDD
|
Pinduoduo Inc - ADR | H&H International Investment | 7.2M | ↑84.99% | 701.1M | 4.82% | Q4 2024 |
|
OXY
|
Occidental Petroleum Corp. | H&H International Investment | 13.6M | ↑47.20% | 670.8M | 4.62% | Q4 2024 |
|
PM
|
Philip Morris International Inc | Lone Pine Capital | 6.5M | ↑44.36% | 778.5M | 5.78% | Q4 2024 |
|
NRG
|
NRG Energy Inc. | Appaloosa Management | 1.8M | ↑81.53% | 163.7M | 2.53% | Q4 2024 |
|
JD
|
JD.com Inc - ADR | Appaloosa Management | 10.5M | ↑43.37% | 362.9M | 5.61% | Q4 2024 |
|
FNV
|
Franco-Nevada Corporation | Markel Corp | 483.2K | ↑39.87% | 56.8M | 0.50% | Q4 2024 |
|
VST
|
Vistra Corp | Appaloosa Management | 2.7M | ↑112.53% | 372.2M | 5.75% | Q4 2024 |
|
UIHC
|
United Insurance Holdings Corp | Scion Asset Management | 146.1K | ↑46.10% | 2.0M | 2.53% | Q4 2024 |
|
MET
|
Metlife Inc | Viking Global Investors | 6.0M | ↑34.08% | 492.7M | 1.59% | Q4 2024 |
|
LPLA
|
LPL Financial Holdings Inc | Third Point | 655.0K | ↑35.05% | 213.9M | 2.87% | Q4 2024 |
|
TDS
|
Telephone And Data Systems, Inc. | Third Point | 6.0M | ↑108.70% | 204.7M | 2.74% | Q4 2024 |
|
CRS
|
Carpenter Technology Corp. | Third Point | 870.0K | ↑31.82% | 147.6M | 1.98% | Q4 2024 |
|
EQT
|
EQT Corp | Third Point | 3.0M | ↑51.28% | 136.0M | 1.82% | Q4 2024 |
|
LLY
|
Lilly(Eli) & Co | Tiger Global Management | 1.3M | ↑35.08% | 1.0B | 3.82% | Q4 2024 |
|
SPOT
|
Spotify Technology S.A. | Tiger Global Management | 1.3M | ↑49156.58% | 564.4M | 2.13% | Q4 2024 |
|
SHW
|
Sherwin-Williams Co. | Tiger Global Management | 1.0M | ↑90.28% | 341.4M | 1.29% | Q4 2024 |
|
CPNG
|
Coupang Inc - Class A | Tiger Global Management | 8.1M | ↑307.21% | 178.5M | 0.67% | Q4 2024 |
|
UHAL
|
Amerco | Trian Fund Management | 652.0K | ↑45.02% | 45.0M | 1.16% | Q4 2024 |
|
JPM
|
JPMorgan Chase & Co. | Viking Global Investors | 7.5M | ↑101.98% | 1.8B | 5.79% | Q4 2024 |
|
SCHW
|
Charles Schwab Corp. | Viking Global Investors | 14.7M | ↑526.46% | 1.1B | 3.51% | Q4 2024 |
|
INTU
|
Intuit Inc | Viking Global Investors | 1.7M | ↑492.91% | 1.1B | 3.49% | Q4 2024 |
|
DASH
|
DoorDash Inc - Class A | Viking Global Investors | 4.9M | ↑37.51% | 830.3M | 2.68% | Q4 2024 |
|
CMCSA
|
Comcast Corp - Class A | Viking Global Investors | 19.8M | ↑540.83% | 743.8M | 2.40% | Q4 2024 |
|
CSX
|
CSX Corp. | Viking Global Investors | 14.7M | ↑56.90% | 473.5M | 1.53% | Q4 2024 |
|
NFLX
|
NetFlix Inc | Viking Global Investors | 502.3K | ↑145.05% | 447.7M | 1.44% | Q4 2024 |
|
CRM
|
Salesforce.Com Inc | Viking Global Investors | 1.2M | ↑122.53% | 405.0M | 1.31% | Q4 2024 |
|
TRU
|
TransUnion | Viking Global Investors | 4.1M | ↑70.79% | 380.1M | 1.23% | Q4 2024 |
|
SNPS
|
Synopsys, Inc. | Viking Global Investors | 721.3K | ↑105.20% | 350.1M | 1.13% | Q4 2024 |
|
HCA
|
HCA Healthcare Inc | Viking Global Investors | 1.1M | ↑59.05% | 333.2M | 1.07% | Q4 2024 |
|
BSX
|
Boston Scientific Corp. | Viking Global Investors | 2.2M | ↑124.58% | 194.0M | 0.62% | Q4 2024 |
|
CVNA
|
Carvana Co. - Class A | Viking Global Investors | 873.6K | ↑224.65% | 177.7M | 0.57% | Q4 2024 |
|
TSCO
|
Tractor Supply Co. | Wedgewood Partners | 479.6K | ↑379.80% | 25.4M | 5.00% | Q4 2024 |
|
TECH
|
Bio-Techne Corp | Weitz Investment Management | 381.2K | ↑707.73% | 27.5M | 1.41% | Q4 2024 |