Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
FERG
|
Ferguson Plc. | Cantillon Capital Management Third Point Viking Global Investors | 1.7M 965.0K 1.7M |
|
338.3M 186.9M 324.1M | 2.26% 2.13% 1.24% | Q3 2024 Q3 2024 Q3 2024 |
|
ASML
|
ASML Holding NV - New York Shares | Third Point Greenwoods Asset Management | 80.0K 22.4K |
|
81.8M 22.9M | 0.93% 0.60% | Q3 2024 Q3 2024 |
|
DDOG
|
Datadog Inc - Class A | Viking Global Investors Tiger Global Management | 1.4M 979.4K |
|
178.5M 127.0M | 0.68% 0.58% | Q3 2024 Q3 2024 |
|
LSXMK
|
Liberty Media Corp. (Tracking Stock - SiriusXM) Series C | Weitz Investment Management Berkshire Hathaway | 1.1M 70.0M |
|
24.1M 1.6B | 1.26% 0.55% | Q3 2024 Q3 2024 |
|
HDB
|
HDFC Bank Ltd. - ADR | Viking Global Investors Baillie Gifford | 8.8M 11.5M |
|
563.3M 741.9M | 2.16% 0.57% | Q3 2024 Q3 2024 |
|
JPM
|
JPMorgan Chase & Co. | Markel Corp | 252.6K |
|
51.1M | 0.50% | Q3 2024 |
|
DELL
|
Dell Technologies Inc - Class C | Aspex Management | 1.7M |
|
240.9K | 5.14% | Q3 2024 |
|
PDD
|
Pinduoduo Inc - ADR | Aspex Management | 1.5M |
|
203.7K | 4.35% | Q3 2024 |
|
LVS
|
Las Vegas Sands Corp | Aspex Management | 4.5M |
|
198.8K | 4.24% | Q3 2024 |
|
LRCX
|
Lam Research Corp. | Aspex Management | 185.0K |
|
197.0K | 4.20% | Q3 2024 |
|
NTES
|
NetEase Inc - ADR | Aspex Management | 2.0M |
|
190.6K | 4.07% | Q3 2024 |
|
QCOM
|
Qualcomm, Inc. | Aspex Management | 773.4K |
|
154.1K | 3.29% | Q3 2024 |
|
FCX
|
Freeport-McMoRan Inc | Aspex Management | 2.5M |
|
122.6K | 2.61% | Q3 2024 |
|
ZTO
|
ZTO Express (Cayman) Inc - ADR | Aspex Management | 5.2M |
|
108.2K | 2.31% | Q3 2024 |
|
BZ
|
Kanzhun Ltd - ADR | Aspex Management | 2.8M |
|
53.1K | 1.13% | Q3 2024 |
|
JD
|
JD.com Inc - ADR | Aspex Management | 1.5M |
|
38.1K | 0.81% | Q3 2024 |
|
GOOG
|
Alphabet Inc - Class C | Baillie Gifford | 5.4M |
|
999.1M | 0.77% | Q3 2024 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Baillie Gifford | 5.2M |
|
912.1M | 0.71% | Q3 2024 |
|
ELF
|
e.l.f. Beauty Inc | Baillie Gifford | 3.8M |
|
801.7M | 0.62% | Q3 2024 |
|
BA
|
Boeing Co. | Appaloosa Management | 210.0K |
|
38.2M | 0.61% | Q3 2024 |
|
CSGP
|
Costar Group, Inc. | Baillie Gifford | 9.1M |
|
671.1M | 0.52% | Q3 2024 |
|
WSO
|
Watsco Inc. - Class A | Baillie Gifford | 1.4M |
|
657.7M | 0.51% | Q3 2024 |
|
UPS
|
United Parcel Service, Inc. - Class B | Appaloosa Management | 605.0K |
|
82.8M | 1.34% | Q3 2024 |
|
TNET
|
TriNet Group Inc | Cantillon Capital Management | 763.4K |
|
76.3M | 0.51% | Q3 2024 |
|
MKL
|
Markel Corp | First Manhattan Co. | 110.2K |
|
173.7M | 0.55% | Q3 2024 |
|
KEYS
|
Keysight Technologies Inc | First Manhattan Co. | 1.3M |
|
172.8M | 0.55% | Q3 2024 |
|
VRSK
|
Verisk Analytics Inc | Fundsmith LLP | 464.1K |
|
125.1M | 0.50% | Q3 2024 |
|
NVDA
|
NVIDIA Corp | Greenwoods Asset Management | 1.1M |
|
134.7M | 3.54% | Q3 2024 |
|
SBAC
|
SBA Communications Corp - Class A | Akre Capital Management | 500.0K |
|
98.2M | 0.86% | Q3 2024 |
|
MA
|
Mastercard Incorporated - Class A | Lone Pine Capital | 1.0M |
|
460.4M | 3.73% | Q3 2024 |
|
BBWI
|
Bath & Body Works Inc | Lone Pine Capital | 11.3M |
|
441.9M | 3.58% | Q3 2024 |
|
HPP
|
Hudson Pacific Properties Inc | Scion Asset Management | 1.1M |
|
5.5M | 10.48% | Q3 2024 |
|
FDX
|
Fedex Corp | Markel Corp | 181.0K |
|
54.3M | 0.53% | Q3 2024 |
|
WDC
|
Western Digital Corp. | Aspex Management | 2.0M |
|
154.9K | 3.30% | Q3 2024 |
|
MCK
|
Mckesson Corporation | Lone Pine Capital | 560.9K |
|
327.6M | 2.65% | Q3 2024 |
|
BCAB
|
BioAtla Inc | Scion Asset Management | 634.0K |
|
868.5K | 1.65% | Q3 2024 |
|
GOOGL
|
Alphabet Inc - Class A | Third Point | 2.0M |
|
360.7M | 4.12% | Q3 2024 |
|
AIG
|
American International Group Inc | Third Point | 3.5M |
|
256.1M | 2.93% | Q3 2024 |
|
VZ
|
Verizon Communications Inc | Third Point | 4.7M |
|
192.8M | 2.20% | Q3 2024 |
|
UBER
|
Uber Technologies Inc | Third Point | 2.1M |
|
152.6M | 1.74% | Q3 2024 |
|
KBH
|
KB Home | Third Point | 2.1M |
|
147.4M | 1.68% | Q3 2024 |
|
IFF
|
International Flavors & Fragrances Inc. | Third Point | 1.3M |
|
123.8M | 1.41% | Q3 2024 |
|
AAP
|
Advance Auto Parts Inc | Third Point | 1.5M |
|
94.6M | 1.08% | Q3 2024 |
|
MSCI
|
MSCI Inc | Third Point | 150.0K |
|
72.3M | 0.82% | Q3 2024 |
|
DXCM
|
Dexcom Inc | Tiger Global Management | 1.2M |
|
130.7M | 0.60% | Q3 2024 |
|
ZI
|
ZoomInfo Technologies Inc. - Class A | Tiger Global Management | 9.4M |
|
119.5M | 0.55% | Q3 2024 |
|
DIS
|
Walt Disney Co (The) | Trian Fund Management | 2.6M |
|
262.7M | 6.40% | Q3 2024 |
|
SPOT
|
Spotify Technology S.A. | ValueAct Holdings | 676.6K |
|
212.3M | 5.96% | Q3 2024 |
|
FISV
|
Fiserv, Inc. | ValueAct Holdings | 1.1M |
|
164.5M | 4.62% | Q3 2024 |
|
KKR
|
KKR & Co. Inc. | ValueAct Holdings | 1.2M |
|
127.0M | 3.57% | Q3 2024 |
|
NYT
|
New York Times Co. - Class A | ValueAct Holdings | 1.3M |
|
68.8M | 1.93% | Q3 2024 |
|
DLTR
|
Dollar Tree Inc | Viking Global Investors | 6.8M |
|
727.0M | 2.79% | Q3 2024 |
|
AVGO
|
Broadcom Inc | Viking Global Investors | 293.1K |
|
470.6M | 1.80% | Q3 2024 |
|
AMP
|
Ameriprise Financial Inc | Viking Global Investors | 909.0K |
|
388.3M | 1.49% | Q3 2024 |
|
EQH
|
Equitable Holdings Inc | Viking Global Investors | 5.9M |
|
239.4M | 0.92% | Q3 2024 |
|
F
|
Ford Motor Co. | Viking Global Investors | 18.8M |
|
235.6M | 0.90% | Q3 2024 |
|
UNH
|
Unitedhealth Group Inc | Viking Global Investors | 441.8K |
|
225.0M | 0.86% | Q3 2024 |
|
MMM
|
3M Co. | Viking Global Investors | 1.6M |
|
168.0M | 0.64% | Q3 2024 |
|
UBS
|
UBS Group AG - Registered Shares | Viking Global Investors | 5.2M |
|
152.7M | 0.58% | Q3 2024 |
|
RRX
|
Regal Rexnord Corp | Viking Global Investors | 1.1M |
|
151.9M | 0.58% | Q3 2024 |
|
ISRG
|
Intuitive Surgical Inc | Viking Global Investors | 337.9K |
|
150.3M | 0.57% | Q3 2024 |
|
EPAM
|
EPAM Systems Inc | Viking Global Investors | 756.3K |
|
142.3M | 0.54% | Q3 2024 |
|
FB
|
Meta Platforms Inc - Class A | Viking Global Investors | 266.3K |
|
134.3M | 0.51% | Q3 2024 |
|
CHTR
|
Charter Communications Inc. - Class A | Viking Global Investors | 438.6K |
|
131.1M | 0.50% | Q3 2024 |
|
LLY
|
Lilly(Eli) & Co | Viking Global Investors | 144.2K |
|
130.5M | 0.50% | Q3 2024 |
|
K
|
Kellogg Co | Yacktman Asset Management | 2.1M |
|
123.5M | 1.15% | Q3 2024 |