Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
UNH
|
Unitedhealth Group Inc | Viking Global Investors Tiger Global Management Wedgewood Partners | 2.1M 438.8K 10.3K |
|
1.1B 229.8M 3.2M | 3.55% 0.86% 0.63% | Q2 2025 Q2 2025 Q2 2025 |
|
PGR
|
Progressive Corp. | Makaira Partners Viking Global Investors | 43.3K 1.1M |
|
12.3M 302.4M | 4.11% 0.96% | Q2 2025 Q2 2025 |
|
CDNS
|
Cadence Design Systems, Inc. | Aspex Management Lone Pine Capital | 569.3K 1.2M |
|
144.8K 309.9M | 3.72% 2.67% | Q2 2025 Q2 2025 |
|
DASH
|
DoorDash Inc - Class A | Tiger Global Management Viking Global Investors | 2.2M 1.9M |
|
401.4M 339.6M | 1.50% 1.07% | Q2 2025 Q2 2025 |
|
PDD
|
Pinduoduo Inc - ADR | Scion Asset Management Tiger Global Management | 200.0K 4.4M |
|
23.7M 522.6M | 11.88% 1.96% | Q2 2025 Q2 2025 |
|
DFS
|
Discover Financial Services | Brave Warrior Advisors Third Point | 1.6M 740.0K |
|
274.6M 126.3M | 6.28% 1.92% | Q2 2025 Q2 2025 |
|
AAPL
|
Apple Inc | Greenwoods Asset Management Appaloosa Management | 782.3K 1.2M |
|
173.8M 277.7M | 5.38% 3.31% | Q2 2025 Q2 2025 |
|
ESTC
|
Elastic N.V | Baillie Gifford Tiger Global Management | 7.8M 1.7M |
|
698.9M 150.6M | 0.60% 0.56% | Q2 2025 Q2 2025 |
|
MU
|
Micron Technology Inc. | Aspex Management | 2.0M |
|
175.5K | 4.51% | Q2 2025 |
|
BEKE
|
KE Holdings Inc - ADR | Aspex Management | 5.1M |
|
103.0K | 2.64% | Q2 2025 |
|
WDAY
|
Workday Inc - Class A | Baillie Gifford | 5.6M |
|
1.3B | 1.14% | Q2 2025 |
|
BGNE
|
BeiGene Ltd - ADR | Baillie Gifford | 3.6M |
|
988.2M | 0.86% | Q2 2025 |
|
PBR
|
Petroleo Brasileiro S.A. Petrobras - ADR | Baillie Gifford | 51.7M |
|
742.1M | 0.64% | Q2 2025 |
|
MRNA
|
Moderna Inc | Baillie Gifford | 24.9M |
|
707.3M | 0.61% | Q2 2025 |
|
SRG
|
Seritage Growth Properties - Class A | Aquamarine Capital | 500.0K |
|
1.6K | 0.54% | Q2 2025 |
|
ENPH
|
Enphase Energy Inc | Baillie Gifford | 11.1M |
|
685.8M | 0.59% | Q2 2025 |
|
RIVN
|
Rivian Automotive Inc - Class A | Baillie Gifford | 48.5M |
|
604.4M | 0.52% | Q2 2025 |
|
AZO
|
Autozone Inc. | Baillie Gifford | 151.6K |
|
578.1M | 0.50% | Q2 2025 |
|
SPYX
|
SPDR Series Trust - SSGA SPDR S&P 500 Fossil Fuel Free ETF | Appaloosa Management | 4.5M |
|
2.5B | 30.02% | Q2 2025 |
|
NVDA
|
NVIDIA Corp | Scion Asset Management | 900.0K |
|
97.5M | 48.96% | Q2 2025 |
|
LAD
|
Lithia Motors, Inc. - Class A | Brave Warrior Advisors | 381.9K |
|
112.1M | 2.56% | Q2 2025 |
|
CYD
|
China Yuchai International | Chou Associates | 73.4K |
|
1.2M | 0.67% | Q2 2025 |
|
PYPL
|
PayPal Holdings Inc | Dorsey Asset Management | 858.2K |
|
56.0M | 5.93% | Q2 2025 |
|
SPT
|
Sprout Social Inc Class A | Dorsey Asset Management | 2.3M |
|
50.7M | 5.37% | Q2 2025 |
|
ACN
|
Accenture plc - Class A | First Manhattan Co. | 627.9K |
|
195.9M | 0.57% | Q2 2025 |
|
BF.B
|
Brown-Forman Corp. - Class B | Fundsmith LLP | 9.6M |
|
327.1M | 1.48% | Q2 2025 |
|
VRSN
|
Verisign Inc. | Fundsmith LLP | 570.0K |
|
144.7M | 0.65% | Q2 2025 |
|
ZTO
|
ZTO Express (Cayman) Inc - ADR | Greenwoods Asset Management | 6.6M |
|
130.1M | 4.03% | Q2 2025 |
|
LLY
|
Lilly(Eli) & Co | Lone Pine Capital | 551.8K |
|
455.8M | 3.93% | Q2 2025 |
|
TOL
|
Toll Brothers Inc. | Lone Pine Capital | 3.8M |
|
401.3M | 3.46% | Q2 2025 |
|
ARES
|
Ares Management Corp - Class A | Lone Pine Capital | 1.6M |
|
235.2M | 2.03% | Q2 2025 |
|
WING
|
Wingstop Inc | Lone Pine Capital | 449.1K |
|
101.3M | 0.87% | Q2 2025 |
|
SBUX
|
Starbucks Corp. | Markel Corp | 623.8K |
|
61.2M | 0.54% | Q2 2025 |
|
CP
|
Canadian Pacific Railway Ltd | Pershing Square | 14.8M |
|
1.0B | 8.70% | Q2 2025 |
|
CTLP
|
Cantaloupe Inc | Abrams Capital | 7.2M |
|
56.5M | 1.00% | Q2 2025 |
|
DE
|
Deere & Co. | RV Capital GmbH | 5.0K |
|
2.3M | 0.51% | Q2 2025 |
|
TCOM
|
Trip.com Group Ltd - ADR | Scion Asset Management | 200.0K |
|
12.7M | 6.38% | Q2 2025 |
|
BIDU
|
Baidu Inc - ADR | Scion Asset Management | 100.0K |
|
9.2M | 4.61% | Q2 2025 |
|
HLT
|
Hilton Worldwide Holdings Inc | ShawSpring Partners | 179.6K |
|
40.9M | 5.61% | Q2 2025 |
|
EQT
|
EQT Corp | Third Point | 3.0M |
|
157.6M | 2.40% | Q2 2025 |
|
X
|
United States Steel Corp. | Third Point | 3.6M |
|
153.2M | 2.33% | Q2 2025 |
|
T
|
AT&T, Inc. | Third Point | 3.8M |
|
105.6M | 1.61% | Q2 2025 |
|
HES
|
Hess Corporation | Third Point | 625.0K |
|
99.8M | 1.52% | Q2 2025 |
|
PCOR
|
Procore Technologies Inc | Tiger Global Management | 2.3M |
|
154.5M | 0.58% | Q2 2025 |
|
TOST
|
Toast Inc - Class A | ValueAct Holdings | 2.6M |
|
86.1M | 1.88% | Q2 2025 |
|
NU
|
Nu Holdings Ltd Class A | ValueAct Holdings | 3.4M |
|
35.0M | 0.76% | Q2 2025 |
|
INTU
|
Intuit Inc | Viking Global Investors | 1.7M |
|
1.0B | 3.32% | Q2 2025 |
|
NFLX
|
NetFlix Inc | Viking Global Investors | 749.4K |
|
698.9M | 2.22% | Q2 2025 |
|
CB
|
Chubb Limited | Viking Global Investors | 1.9M |
|
588.6M | 1.86% | Q2 2025 |
|
ICE
|
Intercontinental Exchange Inc | Viking Global Investors | 3.2M |
|
552.1M | 1.75% | Q2 2025 |
|
DB
|
Deutsche Bank AG - Registered Shares | Viking Global Investors | 15.1M |
|
356.4M | 1.13% | Q2 2025 |
|
ALL
|
Allstate Corp (The) | Viking Global Investors | 1.7M |
|
352.7M | 1.12% | Q2 2025 |
|
SKX
|
Skechers U S A, Inc. - Class A | Viking Global Investors | 5.8M |
|
329.4M | 1.04% | Q2 2025 |
|
RPRX
|
Royalty Pharma plc - Class A | Viking Global Investors | 10.6M |
|
328.9M | 1.04% | Q2 2025 |
|
SNPS
|
Synopsys, Inc. | Viking Global Investors | 703.9K |
|
301.9M | 0.95% | Q2 2025 |
|
MSFT
|
Microsoft Corporation | Viking Global Investors | 683.9K |
|
256.7M | 0.81% | Q2 2025 |
|
MAA
|
Mid-America Apartment Communities, Inc. | Viking Global Investors | 1.1M |
|
187.8M | 0.59% | Q2 2025 |
|
EQH
|
Equitable Holdings Inc | Viking Global Investors | 3.3M |
|
170.8M | 0.54% | Q2 2025 |
|
MNST
|
Monster Beverage Corp. | Viking Global Investors | 2.9M |
|
167.2M | 0.53% | Q2 2025 |
|
IWF
|
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Growth ETF | Wedgewood Partners | 7.6K |
|
3.0M | 0.61% | Q2 2025 |
|
ADBE
|
Adobe Inc | Weitz Investment Management | 82.5K |
|
31.6M | 1.68% | Q2 2025 |