Q1 2017 season
Filings
| EngagedGlenn Welling | Jun 29 | $394M | 161 amend. | 4 | 2 |
| CausewaySarah Ketterer | Jun 15 | $7.4B | 811 amend. | 4 | 8 |
| HimalayaLi Lu | Jun 13 | $118M | 2 | 0 | 0 |
| BaupostSeth Klarman | May 25 | $8.4B | 411 amend. | 5 | 6 |
| MuhlenkampJeff Muhlenkamp | May 17 | $309M | 531 amend. | 8 | 6 |
| Abrams BisonGavin Abrams | May 15 | $600M | 3 | 0 | 2 |
| AkreJohn Neff | May 15 | $6.1B | 31 | 0 | 3 |
| AltaRockMark Massey | May 15 | $674M | 8 | 0 | 0 |
| AltimeterBrad Gerstner | May 15 | $2.1B | 19 | 2 | 0 |
| ARKCathie Wood | May 15 | $347M | 104 | 7 | 5 |
| AtlanticAlex Roepers | May 15 | $958M | 20 | 7 | 5 |
| BaronRon Baron | May 15 | $18.9B | 323 | 29 | 27 |
| BerkshireGreg Abel | May 15 | $161.9B | 46 | 0 | 1 |
| CoatuePhilippe Laffont | May 15 | $10.4B | 44 | 6 | 18 |
| CoopermanLeon Cooperman | May 15 | $2.5B | 84 | 31 | 18 |
| DorseyPat Dorsey | May 15 | $177M | 9 | 3 | 0 |
| DuquesneStanley Druckenmiller | May 15 | $1.5B | 47 | 35 | 20 |
| FairholmeBruce Berkowitz | May 15 | $1.0B | 9 | 1 | 0 |
| Gates TrustMichael Larson | May 15 | $18.9B | 18 | 0 | 0 |
| GreenbergGlenn Greenberg | May 15 | $2.1B | 18 | 0 | 2 |
Shared moves
| SNAPSnap Inc. | +6.66 pp | Coatue+4.55 pp | |
| MFSWelbilt Inc | +10.67 pp | Abrams+5.67 pp |
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 16+24.20 pp | 19-19.16 pp | +5.04 pp |
| MSFTMicrosoft Corp | 8+11.08 pp | 14-16.82 pp | -5.74 pp |
| METAMeta Platforms, Inc. Class A | 12+18.87 pp | 8-2.64 pp | +16.23 pp |
| VVISA Inc. | 11+6.01 pp | 8-3.33 pp | +2.68 pp |
| BACBank of America Corporation | 4+5.10 pp | 11-8.86 pp | -3.76 pp |
| JPMJPMorgan Chase & Co. | 2+1.74 pp | 13-11.92 pp | -10.18 pp |
| AMZNAmazon.Com Inc | 6+7.56 pp | 8-9.98 pp | -2.42 pp |
| ORCLOracle Corp | 5+1.97 pp | 9-3.97 pp | -2.00 pp |
| QCOMQualcomm Inc | 9+11.51 pp | 5-4.43 pp | +7.08 pp |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 3+0.75 pp | 11-14.40 pp | -13.65 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 3.8% | 14.1% | |
| MSFTMicrosoft Corp | 2.8% | 12.7% | |
| VVISA Inc. | 2.1% | 8.0% | |
| AAPLApple Inc. | 0.1% | 11.5% | |
| METAMeta Platforms, Inc. Class A | 3.8% | 18.4% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 7.5% | 56.9% | |
| MAMastercard Incorporated | 1.7% | 9.8% | |
| BACBank of America Corporation | 2.9% | 36.0% | |
| JNJJohnson & Johnson | 0.9% | 8.5% | |
| WFCWells Fargo & Co. | 3.0% | 58.8% |
Across the managers
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 15 quarters up to the prior season.