Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
MSFT
|
Microsoft Corporation | Greenwoods Asset Management Third Point Appaloosa Management Viking Global Investors | 1.2M 2.2M 1.6M 3.0M | ↑279.25% ↑46.38% ↑31.85% ↑151.60% | 372.8B 702.5B 516.3B 955.0B | 14.62% 10.65% 10.19% 3.87% | Q3 2023 Q3 2023 Q3 2023 Q3 2023 |
|
CPRT
|
Copart, Inc. | Wedgewood Partners AKO Capital First Manhattan Co. | 551.6K 5.6M 4.2M | ↑53.66% ↑121.35% ↑144.35% | 23.8B 239.2M 180.0B | 5.68% 3.90% 0.66% | Q3 2023 Q3 2023 Q3 2023 |
|
GOOGL
|
Alphabet Inc - Class A | Pershing Square Tiger Global Management | 4.4M 5.3M | ↑99.31% ↑39.96% | 569.9B 698.2B | 5.43% 5.14% | Q3 2023 Q3 2023 |
|
NVO
|
Novo Nordisk - ADR | Markel Corp Tiger Global Management | 2.1M 1.3M | ↑100.00% ↑100.00% | 195.5B 115.4B | 2.36% 0.85% | Q3 2023 Q3 2023 |
|
WDAY
|
Workday Inc - Class A | Viking Global Investors Tiger Global Management | 5.2M 2.8M | ↑72.34% ↑41.13% | 1.1T 606.4B | 4.56% 4.47% | Q3 2023 Q3 2023 |
|
UBER
|
Uber Technologies Inc | Third Point Tiger Global Management | 4.2M 5.1M | ↑51.35% ↑44.31% | 193.2B 236.1B | 2.92% 1.74% | Q3 2023 Q3 2023 |
|
HPP
|
Hudson Pacific Properties Inc | Scion Asset Management | 400.0K | ↑60.00% | 2.7B | 2.68% | Q3 2023 |
|
MU
|
Micron Technology Inc. | Aspex Management | 4.0M | ↑46.06% | 274.0M | 8.43% | Q3 2023 |
|
AMD
|
Advanced Micro Devices Inc. | Aspex Management | 2.3M | ↑71.90% | 233.0M | 7.16% | Q3 2023 |
|
RLX
|
RLX Technology Inc - ADR | Aspex Management | 12.1M | ↑151.22% | 18.3M | 0.56% | Q3 2023 |
|
HDB
|
HDFC Bank Ltd. - ADR | Baillie Gifford | 9.6M | ↑183.78% | 564.2B | 0.51% | Q3 2023 |
|
LEN
|
Lennar Corp. - Class A | Brave Warrior Advisors | 1.0M | ↑40.22% | 113.8B | 2.84% | Q3 2023 |
|
CEIX
|
Consol Energy Inc | Dalal Street | 396.6K | ↑94.90% | 41.6B | 24.52% | Q3 2023 |
|
PYPL
|
PayPal Holdings Inc | Dorsey Asset Management | 1.3M | ↑100.55% | 76.0B | 9.92% | Q3 2023 |
|
HRI
|
Herc Holdings Inc | Dorsey Asset Management | 433.1K | ↑113.58% | 51.5B | 6.72% | Q3 2023 |
|
MTCH
|
Match Group Inc. - New | First Manhattan Co. | 3.5M | ↑373.58% | 138.9B | 0.51% | Q3 2023 |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | First Manhattan Co. | 349.8K | ↑110.41% | 137.4B | 0.50% | Q3 2023 |
|
MAR
|
Marriott International, Inc. - Class A | Fundsmith LLP | 4.4M | ↑2236.52% | 864.0B | 3.92% | Q3 2023 |
|
FTNT
|
Fortinet Inc | Fundsmith LLP | 4.9M | ↑112.87% | 289.0B | 1.31% | Q3 2023 |
|
ZTO
|
ZTO Express (Cayman) Inc - ADR | Greenwoods Asset Management | 7.3M | ↑43.69% | 177.4B | 6.95% | Q3 2023 |
|
PDD
|
Pinduoduo Inc - ADR | Appaloosa Management | 1.4M | ↑86.67% | 137.3B | 2.71% | Q3 2023 |
|
MCO
|
Moody`s Corp. | AltaRock Partners | 344.4K | ↑31.70% | 108.9B | 2.72% | Q3 2023 |
|
MA
|
Mastercard Incorporated - Class A | Lone Pine Capital | 1.7M | ↑48.40% | 691.4B | 6.66% | Q3 2023 |
|
CRM
|
Salesforce.Com Inc | Lone Pine Capital | 2.5M | ↑47.47% | 506.9B | 4.88% | Q3 2023 |
|
BILL
|
Bill.com Holdings Inc | Lone Pine Capital | 2.5M | ↑39.66% | 276.5B | 2.66% | Q3 2023 |
|
LAMR
|
Lamar Advertising Co - Class A | Makaira Partners | 756.7K | ↑31.70% | 63.2B | 8.23% | Q3 2023 |
|
LPLA
|
LPL Financial Holdings Inc | Markel Corp | 301.3K | ↑137.11% | 71.6B | 0.86% | Q3 2023 |
|
AYX
|
Alteryx Inc - Class A | Optimus Prime Fund | 2.0M | ↑71.74% | 74.4B | 9.89% | Q3 2023 |
|
OKTA
|
Okta Inc - Class A | Optimus Prime Fund | 745.0K | ↑55.21% | 60.7B | 8.07% | Q3 2023 |
|
HCP
|
HashiCorp Inc - Class A | Optimus Prime Fund | 1.9M | ↑43.40% | 43.4B | 5.76% | Q3 2023 |
|
SMAR
|
Smartsheet Inc - Class A | Optimus Prime Fund | 225.0K | ↑800.00% | 9.1B | 1.21% | Q3 2023 |
|
JAMF
|
Jamf Holding Corp | Optimus Prime Fund | 325.0K | ↑85.71% | 5.7B | 0.76% | Q3 2023 |
|
NXST
|
Nexstar Media Group Inc - Class A | Scion Asset Management | 48.7K | ↑224.34% | 7.0B | 7.04% | Q3 2023 |
|
SBLK
|
Star Bulk Carriers Corp | Scion Asset Management | 250.0K | ↑35.33% | 4.8B | 4.86% | Q3 2023 |
|
EURN
|
Euronav NV | Scion Asset Management | 250.0K | ↑372.59% | 4.1B | 4.14% | Q3 2023 |
|
J
|
Jacobs Engineering Group, Inc. | Third Point | 1.8M | ↑32.84% | 245.7B | 3.72% | Q3 2023 |
|
OPCH
|
Option Care Health Inc. - Registered Shares | Third Point | 5.5M | ↑55.73% | 176.3B | 2.67% | Q3 2023 |
|
ZTS
|
Zoetis Inc - Class A | AKO Capital | 971.7K | ↑122.66% | 169.0M | 2.75% | Q3 2023 |
|
SE
|
Sea Ltd - ADR | Tiger Global Management | 11.7M | ↑247.10% | 514.3B | 3.79% | Q3 2023 |
|
NVDA
|
NVIDIA Corp | Tiger Global Management | 1.1M | ↑76.79% | 483.4B | 3.56% | Q3 2023 |
|
GRAB
|
Grab Holdings Limited - Class A | Tiger Global Management | 51.3M | ↑119.00% | 181.6B | 1.33% | Q3 2023 |
|
CFLT
|
Confluent Inc Class A | Tiger Global Management | 5.2M | ↑71.89% | 153.8B | 1.13% | Q3 2023 |
|
HUBS
|
HubSpot Inc | Tiger Global Management | 260.2K | ↑229.37% | 128.1B | 0.94% | Q3 2023 |
|
DIS
|
Walt Disney Co (The) | Trian Fund Management | 32.9M | ↑411.56% | 2.7T | 40.51% | Q3 2023 |
|
WEN
|
Wendy`s Co - Class A | Trian Fund Management | 33.4M | ↑60.86% | 680.7B | 10.35% | Q3 2023 |
|
SB
|
Safe Bulkers, Inc | Scion Asset Management | 300.0K | ↑135.25% | 972.0M | 0.98% | Q3 2023 |
|
AMZN
|
Amazon.com Inc. | Viking Global Investors | 8.7M | ↑98.80% | 1.1T | 4.51% | Q3 2023 |
|
UPS
|
United Parcel Service, Inc. - Class B | Viking Global Investors | 6.7M | ↑649.05% | 1.0T | 4.21% | Q3 2023 |
|
MCK
|
Mckesson Corporation | Viking Global Investors | 1.5M | ↑178.12% | 633.9B | 2.57% | Q3 2023 |
|
AMP
|
Ameriprise Financial Inc | Viking Global Investors | 1.7M | ↑54.26% | 571.7B | 2.31% | Q3 2023 |
|
PPG
|
PPG Industries, Inc. | Viking Global Investors | 4.0M | ↑349.35% | 524.9B | 2.13% | Q3 2023 |
|
DASH
|
DoorDash Inc - Class A | Viking Global Investors | 5.4M | ↑98.77% | 426.6B | 1.73% | Q3 2023 |
|
FIVN
|
Five9 Inc | Viking Global Investors | 3.6M | ↑65.64% | 231.1B | 0.93% | Q3 2023 |
|
PGR
|
Progressive Corp. | Viking Global Investors | 1.1M | ↑188.90% | 159.5B | 0.64% | Q3 2023 |