Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
NVDA
|
NVIDIA Corp | Baillie Gifford Tiger Global Management Greenwoods Asset Management Appaloosa Management | 82.1M 9.7M 1.1M 690.0K | ↑696.57% ↑900.00% ↑484.56% ↑56.11% | 10.1B 1.2B 134.7M 85.2M | 7.89% 5.53% 3.54% 1.38% | Q2 2024 Q2 2024 Q2 2024 Q2 2024 |
|
NTES
|
NetEase Inc - ADR | Greenwoods Asset Management Aspex Management | 3.8M 2.0M | ↑48.75% ↑32.63% | 365.1M 190.6K | 9.62% 4.07% | Q2 2024 Q2 2024 |
|
HDB
|
HDFC Bank Ltd. - ADR | Viking Global Investors Aspex Management | 8.8M 726.9K | ↑47.69% ↑81.43% | 563.3M 46.8K | 2.16% 0.99% | Q2 2024 Q2 2024 |
|
ADBE
|
Adobe Inc | Viking Global Investors Weitz Investment Management | 2.3M 40.0K | ↑304.70% ↑33.33% | 1.3B 22.2M | 4.86% 1.16% | Q2 2024 Q2 2024 |
|
PDD
|
Pinduoduo Inc - ADR | Greenwoods Asset Management Aspex Management | 5.2M 1.5M | ↑43.26% ↑135.54% | 692.3M 203.7K | 18.24% 4.35% | Q2 2024 Q2 2024 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Greenwoods Asset Management Third Point | 2.7M 2.0M | ↑75.03% ↑72.34% | 472.3M 352.0M | 12.44% 4.02% | Q2 2024 Q2 2024 |
|
CMG
|
Chipotle Mexican Grill | Pershing Square | 28.8M | ↑3773.09% | 1.8B | 17.33% | Q2 2024 |
|
LEN
|
Lennar Corp. - Class A | Brave Warrior Advisors | 1.6M | ↑56.27% | 237.6M | 5.26% | Q2 2024 |
|
DELL
|
Dell Technologies Inc - Class C | Aspex Management | 1.7M | ↑192.52% | 240.9K | 5.14% | Q2 2024 |
|
LVS
|
Las Vegas Sands Corp | Aspex Management | 4.5M | ↑63.07% | 198.8K | 4.24% | Q2 2024 |
|
LI
|
Li Auto Inc - ADR | Aspex Management | 6.9M | ↑428.11% | 122.8K | 2.62% | Q2 2024 |
|
SQ
|
Block Inc - Class A | Baillie Gifford | 10.1M | ↑45.71% | 650.4M | 0.50% | Q2 2024 |
|
LYFT
|
Lyft Inc Cls A | Appaloosa Management | 8.0M | ↑1602.51% | 112.3M | 1.81% | Q2 2024 |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | Bill & Melinda Gates Foundation | 24.6M | ↑42.29% | 10.0B | 21.01% | Q2 2024 |
|
BIDU
|
Baidu Inc - ADR | Scion Asset Management | 75.0K | ↑87.50% | 6.5M | 12.35% | Q2 2024 |
|
MPLX
|
MPLX LP - Unit | Brave Warrior Advisors | 4.2M | ↑39.99% | 180.4M | 3.99% | Q2 2024 |
|
SYF
|
Synchrony Financial | Chou Associates | 193.2K | ↑61.00% | 9.1M | 6.51% | Q2 2024 |
|
STLA
|
Stellantis N.V | Chou Associates | 456.4K | ↑1421.29% | 9.1M | 6.46% | Q2 2024 |
|
ALLY
|
Ally Financial Inc | Chou Associates | 225.5K | ↑44.86% | 8.9M | 6.38% | Q2 2024 |
|
NAVI
|
Navient Corp | Chou Associates | 264.2K | ↑44.13% | 3.8M | 2.74% | Q2 2024 |
|
WFC
|
Wells Fargo & Co. | Chou Associates | 59.5K | ↑204.69% | 3.5M | 2.52% | Q2 2024 |
|
ARCH
|
Arch Resources Inc - Class A | Dalal Street | 392.4K | ↑179.66% | 59.7M | 25.65% | Q2 2024 |
|
AZO
|
Autozone Inc. | Dorsey Asset Management | 30.4K | ↑30.36% | 90.0M | 10.71% | Q2 2024 |
|
AMAT
|
Applied Materials Inc. | First Manhattan Co. | 1.8M | ↑36.77% | 414.3M | 1.32% | Q2 2024 |
|
TTWO
|
Take-Two Interactive Software, Inc. | First Manhattan Co. | 2.0M | ↑36.62% | 318.5M | 1.02% | Q2 2024 |
|
CRM
|
Salesforce.Com Inc | First Manhattan Co. | 675.3K | ↑5106.97% | 173.6M | 0.55% | Q2 2024 |
|
AZPN
|
Aspen Technology Inc. | First Manhattan Co. | 871.2K | ↑53.02% | 173.0M | 0.55% | Q2 2024 |
|
TXN
|
Texas Instruments Inc. | Fundsmith LLP | 1.5M | ↑39.01% | 300.5M | 1.22% | Q2 2024 |
|
TRUP
|
Trupanion Inc | Greenlea Lane Capital | 1.1M | ↑158.78% | 32.3M | 8.82% | Q2 2024 |
|
YMM
|
Full Truck Alliance Co Ltd - ADR | Greenwoods Asset Management | 27.0M | ↑73.00% | 217.0M | 5.71% | Q2 2024 |
|
MCO
|
Moody`s Corp. | AltaRock Partners | 1.1M | ↑35.86% | 457.6M | 9.41% | Q2 2024 |
|
OXY
|
Occidental Petroleum Corp. | H&H International Investment | 1.5M | ↑35.97% | 97.3M | 0.58% | Q2 2024 |
|
MA
|
Mastercard Incorporated - Class A | Lone Pine Capital | 1.0M | ↑53.37% | 460.4M | 3.73% | Q2 2024 |
|
WHD
|
Cactus Inc - Class A | Makaira Partners | 499.6K | ↑399.58% | 26.3M | 3.41% | Q2 2024 |
|
SBAC
|
SBA Communications Corp - Class A | Akre Capital Management | 500.0K | ↑176.81% | 98.2M | 0.86% | Q2 2024 |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | Punch Card Management | 581.1K | ↑2215.14% | 58.5M | 17.30% | Q2 2024 |
|
BLND
|
Blend Labs Inc - Class A | ShawSpring Partners | 6.7M | ↑58.74% | 15.9M | 2.28% | Q2 2024 |
|
GOOGL
|
Alphabet Inc - Class A | TCI Fund Management | 6.0M | ↑397.89% | 1.1B | 2.68% | Q2 2024 |
|
UBER
|
Uber Technologies Inc | Third Point | 2.1M | ↑320.00% | 152.6M | 1.74% | Q2 2024 |
|
CNK
|
Cinemark Holdings Inc | Third Point | 7.0M | ↑40.00% | 151.3M | 1.73% | Q2 2024 |
|
GRAB
|
Grab Holdings Limited - Class A | Tiger Global Management | 92.9M | ↑39.10% | 329.9M | 1.52% | Q2 2024 |
|
AMZN
|
Amazon.com Inc. | Viking Global Investors | 9.3M | ↑34.64% | 1.8B | 6.90% | Q2 2024 |
|
MSFT
|
Microsoft Corporation | Viking Global Investors | 2.3M | ↑43.55% | 1.0B | 3.93% | Q2 2024 |
|
PGR
|
Progressive Corp. | Viking Global Investors | 4.0M | ↑32.11% | 832.3M | 3.19% | Q2 2024 |
|
DLTR
|
Dollar Tree Inc | Viking Global Investors | 6.8M | ↑164.75% | 727.0M | 2.79% | Q2 2024 |
|
CPT
|
Camden Property Trust | Viking Global Investors | 3.3M | ↑216.36% | 355.7M | 1.36% | Q2 2024 |
|
FERG
|
Ferguson Plc. | Viking Global Investors | 1.7M | ↑91.19% | 324.1M | 1.24% | Q2 2024 |
|
EQH
|
Equitable Holdings Inc | Viking Global Investors | 5.9M | ↑184.83% | 239.4M | 0.92% | Q2 2024 |
|
EPAM
|
EPAM Systems Inc | Viking Global Investors | 756.3K | ↑30.49% | 142.3M | 0.54% | Q2 2024 |
|
EW
|
Edwards Lifesciences Corp | Wedgewood Partners | 354.4K | ↑44.40% | 23.2M | 4.74% | Q2 2024 |
|
AON
|
Aon plc. - Class A | Weitz Investment Management | 260.9K | ↑64.85% | 76.6M | 4.02% | Q2 2024 |
|
GPN
|
Global Payments, Inc. | Weitz Investment Management | 529.6K | ↑65.50% | 51.2M | 2.68% | Q2 2024 |
|
IEX
|
Idex Corporation | Weitz Investment Management | 237.4K | ↑254.86% | 47.8M | 2.50% | Q2 2024 |
|
CNQ
|
Canadian Natural Resources Ltd. | Yacktman Asset Management | 29.5M | ↑95.88% | 1.0B | 9.84% | Q2 2024 |