Q1 2018 season
Filings
| Abrams BisonGavin Abrams | May 15 | $639M | 5 | 1 | 1 |
| AkreJohn Neff | May 15 | $7.6B | 24 | 1 | 1 |
| AltimeterBrad Gerstner | May 15 | $2.0B | 25 | 9 | 7 |
| AppaloosaDavid Tepper | May 15 | $9.6B | 52 | 14 | 8 |
| AtlanticAlex Roepers | May 15 | $727M | 18 | 5 | 2 |
| BerkshireGreg Abel | May 15 | $188.9B | 46 | 2 | 4 |
| CASClifford Sosin | May 15 | $229M | 5 | 1 | 3 |
| CausewaySarah Ketterer | May 15 | $9.3B | 88 | 5 | 9 |
| CoopermanLeon Cooperman | May 15 | $2.7B | 85 | 30 | 17 |
| DorseyPat Dorsey | May 15 | $296M | 9 | 1 | 2 |
| DuquesneStanley Druckenmiller | May 15 | $1.8B | 22 | 11 | 19 |
| EngagedGlenn Welling | May 15 | $737M | 15 | 2 | 2 |
| FairfaxPrem Watsa | May 15 | $1.3B | 38 | 5 | 11 |
| FairholmeBruce Berkowitz | May 15 | $701M | 10 | 5 | 0 |
| Gates TrustMichael Larson | May 15 | $24.5B | 19 | 2 | 2 |
| GreenbergGlenn Greenberg | May 15 | $2.3B | 13 | 1 | 3 |
| GreenlightDavid Einhorn | May 15 | $4.0B | 35 | 9 | 17 |
| HimalayaLi Lu | May 15 | $17M | 4 | 1 | 0 |
| IcahnCarl Icahn | May 15 | $20.1B | 16 | 1 | 2 |
| JerichoJosh Resnick | May 15 | $1.8B | 24 | 9 | 15 |
Shared moves
| BKNGBooking Holdings Inc. | +83.35 pp | AltaRock+24.33 pp | |
| METAMeta Platforms, Inc. Class A | +19.71 pp | Fundsmith+6.77 pp | |
| GLIBAGci Liberty Inc - Class A | +2.61 pp | Weitz+1.22 pp | |
| MUMicron Technology, Inc. | +16.59 pp | Duquesne+6.30 pp | |
| DBXDropbox, Inc. Class A | +0.51 pp | Altimeter+0.31 pp | |
| IQiQIYI, Inc. | +1.21 pp | Viking+0.73 pp | |
| PAGSPagSeguro Digital Ltd. | +5.99 pp | Jericho+3.74 pp | |
| LILAKLiberty Latin America Ltd. Class C | +1.50 pp | Weitz+1.24 pp |
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 18+12.70 pp | 19-31.34 pp | -18.64 pp |
| MSFTMicrosoft Corp | 15+17.00 pp | 19-16.67 pp | +0.33 pp |
| METAMeta Platforms, Inc. Class A | 23+39.66 pp | 6-16.41 pp | +23.25 pp |
| WFCWells Fargo & Co. | 10+7.49 pp | 15-17.20 pp | -9.71 pp |
| AMZNAmazon.Com Inc | 8+7.42 pp | 10-13.14 pp | -5.72 pp |
| BABAAlibaba Group Holding Limited | 9+69.67 pp | 8-13.82 pp | +55.85 pp |
| VVISA Inc. | 7+1.30 pp | 8-4.42 pp | -3.12 pp |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 7+6.14 pp | 7-9.09 pp | -2.95 pp· 2 swapped classes |
| BACBank of America Corporation | 4+2.61 pp | 10-8.83 pp | -6.22 pp |
| MAMastercard Incorporated | 3+0.56 pp | 10-7.53 pp | -6.97 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 4.3% | 16.4% | |
| MSFTMicrosoft Corp | 2.9% | 14.9% | |
| METAMeta Platforms, Inc. Class A | 2.3% | 23.9% | |
| VVISA Inc. | 2.1% | 7.7% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 7.4% | 71.7% | |
| WFCWells Fargo & Co. | 2.2% | 52.1% | |
| MAMastercard Incorporated | 1.2% | 12.2% | |
| AMZNAmazon.Com Inc | 2.2% | 13.7% | |
| BABAAlibaba Group Holding Limited | 3.3% | 56.9% | |
| AAPLApple Inc. | 0.1% | 21.3% |
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: 19 quarters up to the prior season.
































































