Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
GOOGL
|
Alphabet Inc - Class A | Scion Asset Management Greenwoods Asset Management Viking Global Investors | 35.0K 887.9K 3.3M |
|
4.9M 124.0M 460.1M | 5.16% 4.42% 1.68% | Q1 2024 Q1 2024 Q1 2024 |
|
FLT
|
Fleetcor Technologies Inc | Tiger Global Management Third Point | 1.3M 615.0K |
|
368.4M 173.8M | 2.62% 2.61% | Q1 2024 Q1 2024 |
|
HDB
|
HDFC Bank Ltd. - ADR | Lone Pine Capital Baillie Gifford | 4.6M 9.6M |
|
311.6M 646.7M | 2.69% 0.51% | Q1 2024 Q1 2024 |
|
JD
|
JD.com Inc - ADR | Aspex Management Tiger Global Management | 3.9M 8.8M |
|
114.0K 254.3M | 3.34% 1.80% | Q1 2024 Q1 2024 |
|
BX
|
Blackstone Inc | Lone Pine Capital | 2.2M |
|
290.5M | 2.51% | Q1 2024 |
|
BEKE
|
KE Holdings Inc - ADR | Aspex Management | 4.6M |
|
74.7K | 2.18% | Q1 2024 |
|
ARKK
|
ARK Investment Management LLC - ARK Innovation ETF | Appaloosa Management | 2.5M |
|
133.5M | 2.30% | Q1 2024 |
|
M
|
Macy`s Inc | Appaloosa Management | 4.5M |
|
89.5M | 1.54% | Q1 2024 |
|
HCA
|
HCA Healthcare Inc | Appaloosa Management | 117.2K |
|
31.7M | 0.54% | Q1 2024 |
|
BF.A
|
Brown-Forman Corp. - Class A | Markel Corp | 843.0K |
|
50.2M | 0.54% | Q1 2024 |
|
AMD
|
Advanced Micro Devices Inc. | Aspex Management | 2.8M |
|
412.6K | 12.09% | Q1 2024 |
|
ROK
|
Rockwell Automation Inc | Markel Corp | 154.9K |
|
48.1M | 0.52% | Q1 2024 |
|
NVDA
|
NVIDIA Corp | Aspex Management | 122.0K |
|
60.4K | 1.76% | Q1 2024 |
|
GRAB
|
Grab Holdings Limited - Class A | Aspex Management | 8.0M |
|
27.0K | 0.78% | Q1 2024 |
|
NIO
|
NIO Inc - ADR | Baillie Gifford | 114.6M |
|
1.0B | 0.82% | Q1 2024 |
|
SNOW
|
Snowflake Inc - Class A | Baillie Gifford | 4.2M |
|
843.0M | 0.66% | Q1 2024 |
|
PBR
|
Petroleo Brasileiro S.A. Petrobras - ADR | Baillie Gifford | 46.7M |
|
746.1M | 0.59% | Q1 2024 |
|
BGNE
|
BeiGene Ltd - ADR | Baillie Gifford | 3.9M |
|
697.4M | 0.55% | Q1 2024 |
|
WSO
|
Watsco Inc. - Class A | Baillie Gifford | 1.5M |
|
632.6M | 0.50% | Q1 2024 |
|
SDGR
|
Schrodinger Inc | Bill & Melinda Gates Foundation | 7.0M |
|
249.9M | 0.59% | Q1 2024 |
|
RJF
|
Raymond James Financial, Inc. | Brave Warrior Advisors | 2.1M |
|
238.3M | 5.68% | Q1 2024 |
|
ABG
|
Asbury Automotive Group Inc | Brave Warrior Advisors | 278.4K |
|
62.6M | 1.49% | Q1 2024 |
|
BC
|
Brunswick Corp. | Cantillon Capital Management | 2.4M |
|
231.8M | 1.54% | Q1 2024 |
|
BDX
|
Becton, Dickinson And Co. | Cantillon Capital Management | 867.8K |
|
211.6M | 1.41% | Q1 2024 |
|
LBTYA
|
Liberty Global plc - Class A | Chou Associates | 96.8K |
|
1.7M | 2.26% | Q1 2024 |
|
ENTG
|
Entegris Inc | First Manhattan Co. | 1.3M |
|
149.1M | 0.51% | Q1 2024 |
|
VRSN
|
Verisign Inc. | Fundsmith LLP | 661.5K |
|
136.2M | 0.57% | Q1 2024 |
|
VRSK
|
Verisk Analytics Inc | Fundsmith LLP | 519.7K |
|
124.1M | 0.51% | Q1 2024 |
|
QLYS
|
Qualys Inc | Fundsmith LLP | 624.0K |
|
122.5M | 0.51% | Q1 2024 |
|
EFX
|
Equifax, Inc. | Fundsmith LLP | 485.6K |
|
120.1M | 0.50% | Q1 2024 |
|
MOMO
|
Hello Group Inc - ADR | Greenwoods Asset Management | 3.3M |
|
22.8M | 0.81% | Q1 2024 |
|
JKS
|
JinkoSolar Holding Co. Ltd - ADR | Greenwoods Asset Management | 569.9K |
|
21.1M | 0.75% | Q1 2024 |
|
XBI
|
SPDR Series Trust - SPDR Biotech ETF | Greenwoods Asset Management | 184.4K |
|
16.5M | 0.58% | Q1 2024 |
|
BAM
|
Brookfield Asset Management Inc. - Class A | Akre Capital Management | 3.5M |
|
138.8M | 1.16% | Q1 2024 |
|
UNH
|
Unitedhealth Group Inc | Lone Pine Capital | 891.2K |
|
469.2M | 4.05% | Q1 2024 |
|
GE
|
General Electric Co. | Lone Pine Capital | 2.1M |
|
268.5M | 2.32% | Q1 2024 |
|
ZBRA
|
Zebra Technologies Corp. - Class A | Makaira Partners | 40.4K |
|
11.0M | 1.45% | Q1 2024 |
|
SBUX
|
Starbucks Corp. | Markel Corp | 532.3K |
|
51.1M | 0.55% | Q1 2024 |
|
LOW
|
Lowe`s Cos., Inc. | Pershing Square | 1.2M |
|
277.2M | 2.66% | Q1 2024 |
|
CMCSA
|
Comcast Corp - Class A | Markel Corp | 1.1M |
|
46.5M | 0.50% | Q1 2024 |
|
CRM
|
Salesforce.Com Inc | RV Capital GmbH | 186.8K |
|
49.2M | 14.22% | Q1 2024 |
|
ORCL
|
Oracle Corp. | Scion Asset Management | 50.0K |
|
5.3M | 5.57% | Q1 2024 |
|
CVS
|
CVS Health Corp | Scion Asset Management | 65.0K |
|
5.1M | 5.42% | Q1 2024 |
|
NXST
|
Nexstar Media Group Inc - Class A | Scion Asset Management | 32.5K |
|
5.1M | 5.38% | Q1 2024 |
|
AMZN
|
Amazon.com Inc. | Scion Asset Management | 30.0K |
|
4.6M | 4.81% | Q1 2024 |
|
MGM
|
MGM Resorts International | Scion Asset Management | 100.0K |
|
4.5M | 4.72% | Q1 2024 |
|
BKNG
|
Booking Holdings Inc | Scion Asset Management | 1.2K |
|
4.4M | 4.68% | Q1 2024 |
|
BRKR
|
Bruker Corp | Scion Asset Management | 50.0K |
|
3.7M | 3.88% | Q1 2024 |
|
TOST
|
Toast Inc - Class A | Scion Asset Management | 200.0K |
|
3.7M | 3.86% | Q1 2024 |
|
MTD
|
Mettler-Toledo International, Inc. | Scion Asset Management | 2.0K |
|
2.4M | 2.56% | Q1 2024 |
|
BIG
|
Big Lots Inc | Scion Asset Management | 225.0K |
|
1.8M | 1.85% | Q1 2024 |
|
QRTEA
|
Qurate Retail Inc - Series A | Scion Asset Management | 600.0K |
|
525.3K | 0.55% | Q1 2024 |
|
X
|
United States Steel Corp. | Third Point | 5.5M |
|
267.6M | 4.03% | Q1 2024 |
|
DD
|
DuPont de Nemours Inc | Third Point | 3.5M |
|
266.6M | 4.01% | Q1 2024 |
|
TEVA
|
Teva- Pharmaceutical Industries Ltd. - ADR | Abrams Capital | 6.0M |
|
62.6M | 1.94% | Q1 2024 |
|
MCK
|
Mckesson Corporation | Third Point | 165.0K |
|
76.4M | 1.15% | Q1 2024 |
|
UBER
|
Uber Technologies Inc | Third Point | 1000.0K |
|
61.6M | 0.92% | Q1 2024 |
|
BMRN
|
Biomarin Pharmaceutical Inc. - Registered Shares | Third Point | 385.0K |
|
37.1M | 0.55% | Q1 2024 |
|
TEAM
|
Atlassian Corporation Plc - Class A | Tiger Global Management | 400.5K |
|
95.3M | 0.67% | Q1 2024 |
|
PDD
|
Pinduoduo Inc - ADR | Tiger Global Management | 625.3K |
|
91.5M | 0.65% | Q1 2024 |
|
PAYC
|
Paycom Software Inc | ValueAct Holdings | 608.0K |
|
125.7M | 2.51% | Q1 2024 |
|
DHR
|
Danaher Corp. | ValueAct Holdings | 200.0K |
|
46.3M | 0.92% | Q1 2024 |
|
UPS
|
United Parcel Service, Inc. - Class B | Viking Global Investors | 8.2M |
|
1.3B | 4.72% | Q1 2024 |
|
DE
|
Deere & Co. | Viking Global Investors | 1.4M |
|
562.4M | 2.06% | Q1 2024 |
|
LW
|
Lamb Weston Holdings Inc | Viking Global Investors | 3.5M |
|
383.2M | 1.40% | Q1 2024 |
|
MET
|
Metlife Inc | Viking Global Investors | 5.6M |
|
371.4M | 1.36% | Q1 2024 |
|
DASH
|
DoorDash Inc - Class A | Viking Global Investors | 3.5M |
|
345.0M | 1.26% | Q1 2024 |
|
TMO
|
Thermo Fisher Scientific Inc. | Viking Global Investors | 538.5K |
|
285.8M | 1.04% | Q1 2024 |
|
CPNG
|
Coupang Inc - Class A | Viking Global Investors | 15.5M |
|
250.9M | 0.91% | Q1 2024 |
|
RE
|
Everest Re Group Ltd | Viking Global Investors | 652.3K |
|
230.6M | 0.84% | Q1 2024 |
|
ADPT
|
Adaptive Biotechnologies Corp | Viking Global Investors | 30.0M |
|
147.0M | 0.53% | Q1 2024 |
|
KBR
|
KBR Inc | Viking Global Investors | 2.6M |
|
145.9M | 0.53% | Q1 2024 |
|
PPG
|
PPG Industries, Inc. | Viking Global Investors | 968.9K |
|
144.9M | 0.53% | Q1 2024 |
|
MKL
|
Markel Corp | Weitz Investment Management | 25.2K |
|
35.8M | 1.88% | Q1 2024 |
|
LBRDA
|
Liberty Broadband Corp - Series A | Weitz Investment Management | 140.0K |
|
11.3M | 0.59% | Q1 2024 |
|
WFRD
|
Weatherford International plc - New | Yacktman Asset Management | 1.4M |
|
135.4M | 1.25% | Q1 2024 |