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