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
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
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
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
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