Q2 2019 seasonComplete

91 filed · 7 no filing

Filings91 of 98 filed


EgertonJohn Armitage	Aug 3	$13.7B	311 amend.	8	3
MuhlenkampJeff Muhlenkamp	Aug 27	$206M	33	4	3
BaronRon Baron	Aug 15	$24.9B	361	30	26
Abrams BisonGavin Abrams	Aug 14	$965M	8	1	1
AltaRockMark Massey	Aug 14	$1.2B	6	0	0
AltimeterBrad Gerstner	Aug 14	$3.6B	25	4	2
AppaloosaDavid Tepper	Aug 14	$2.3B	23	3	2
ArielJohn Rogers	Aug 14	$8.0B	153	6	7
AtlanticAlex Roepers	Aug 14	$371M	18	5	5
BerkshireGreg Abel	Aug 14	$208.1B	47	0	1
CASClifford Sosin	Aug 14	$390M	5	1	0
CausewaySarah Ketterer	Aug 14	$9.1B	87	7	9
CenturyArnold Van Den Berg	Aug 14	$671M	61	3	8
ChouFrancis Chou	Aug 14	$211M	22	0	0
CoatuePhilippe Laffont	Aug 14	$11.8B	164	90	42
CoopermanLeon Cooperman	Aug 14	$1.7B	58	10	7
D1Daniel Sundheim	Aug 14	$7.0B	28	12	6
DorseyPat Dorsey	Aug 14	$447M	10	1	0
DuquesneStanley Druckenmiller	Aug 14	$3.4B	60	19	20
EngagedGlenn Welling	Aug 14	$822M	9	0	3


CTVACorteva, Inc.	8 managers	+2.96 pp	Maverick+1.42 pp
CRWDCrowdStrike Holdings, Inc. Class A	8 managers	+3.93 pp	Jericho+2.42 pp
DDDuPont de Nemours, Inc.	8 managers	+7.00 pp	Maverick+4.69 pp
UBERUber Technologies, Inc.	8 managers	+20.52 pp	Coatue+4.10 pp
ZMZoom Communications, Inc. Class A	7 managers	+3.69 pp	Whale Rock+1.89 pp
ALCAlcon Inc.	7 managers	+6.54 pp	AKO+3.83 pp
DOWDow Inc.	6 managers	+2.77 pp	Cooperman+1.07 pp
CHWYChewy, Inc.	5 managers	+2.20 pp	D1+0.98 pp
unresolvedGrubhub Inc	5 managers	+1.29 pp	PAR+0.46 pp
WORKSlack Technologies, Inc.	5 managers	+2.04 pp	Viking+0.76 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	23+27.71 pp	19-27.52 pp	+0.19 pp
METAMeta Platforms, Inc. Class A	13+23.20 pp	18-22.29 pp	+0.91 pp
MSFTMicrosoft Corp	10+11.29 pp	19-16.90 pp	-5.61 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	7+28.56 pp	14-19.08 pp	+9.48 pp
VVISA Inc.	10+3.66 pp	10-5.77 pp	-2.11 pp
BABAAlibaba Group Holding Limited	12+27.79 pp	8-14.99 pp	+12.80 pp
WFCWells Fargo & Co.	10+4.46 pp	8-1.16 pp	+3.30 pp
AMZNAmazon.Com Inc	12+24.04 pp	6-4.94 pp	+19.10 pp
BKNGBooking Holdings Inc.	9+6.36 pp	6-7.46 pp	-1.10 pp
DISThe Walt Disney Company	4+1.89 pp	9-10.64 pp	-8.75 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	46 managers	3.7%	23.5%
METAMeta Platforms, Inc. Class A	40 managers	3.5%	30.1%
MSFTMicrosoft Corp	40 managers	2.8%	20.8%
VVISA Inc.	35 managers	2.5%	19.3%
AMZNAmazon.Com Inc	31 managers	2.8%	16.4%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	30 managers	8.5%	56.6%
MAMastercard Incorporated	26 managers	2.3%	14.3%
WFCWells Fargo & Co.	25 managers	1.9%	50.3%
AAPLApple Inc.	22 managers	0.2%	54.1%
BACBank of America Corporation	22 managers	1.7%	44.5%


CTVACorteva, Inc.	8 managers	1.4%
CRWDCrowdStrike Holdings, Inc. Class A	8 managers	2.4%
DDDuPont de Nemours, Inc.	8 managers	—
UBERUber Technologies, Inc.	8 managers	4.1%
ZMZoom Communications, Inc. Class A	7 managers	1.9%
ALCAlcon Inc.	7 managers	3.8%
CHWYChewy, Inc.	5 managers	1.0%
WORKSlack Technologies, Inc.	5 managers	0.8%
REALThe RealReal, Inc.	4 managers	0.4%
TWTradeweb Markets Inc. Class A	4 managers	0.5%