Q1 2020 seasonComplete

95 filed · 3 no filing

Filings95 of 98 filed


EgertonJohn Armitage	Aug 3	$9.7B	261 amend.	5	12
OaktreeHoward Marks	Mar 3	$2.8B	821 amend.	23	16
MaverickBen Silver	May 19	$4.7B	4661 amend.	228	99
ChouFrancis Chou	May 16	$100M	19	0	0
Abrams BisonGavin Abrams	May 15	$342M	8	3	3
AltimeterBrad Gerstner	May 15	$3.3B	25	4	3
AppaloosaDavid Tepper	May 15	$3.3B	30	13	5
AtlanticAlex Roepers	May 15	$177M	18	9	5
AtreidesGavin Baker	May 15	$452M	24	7	8
BaronRon Baron	May 15	$20.4B	337	21	37
BerkshireGreg Abel	May 15	$175.5B	50	0	2
CASClifford Sosin	May 15	$455M	6	0	0
CausewaySarah Ketterer	May 15	$6.3B	85	13	15
CoatuePhilippe Laffont	May 15	$7.9B	150	66	299
ConiferGreg Alexander	May 15	$1.3B	17	4	2
CoopermanLeon Cooperman	May 15	$775M	43	3	20
D1Daniel Sundheim	May 15	$9.7B	34	16	6
DavisChris Davis	May 15	$14.8B	122	4	16
DorseyPat Dorsey	May 15	$396M	8	0	1
DuquesneStanley Druckenmiller	May 15	$2.5B	43	8	24


AMZNAmazon.Com Inc	7 managers	+25.70 pp	Jericho+10.08 pp
DISThe Walt Disney Company	6 managers	+14.32 pp	H&H+6.85 pp
METAMeta Platforms, Inc. Class A	6 managers	+26.47 pp	Scion+12.72 pp
GOOGAlphabet Inc. Class C	5 managers	+22.05 pp	Triple Frond+11.68 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	30+79.71 pp	27-40.76 pp	+38.95 pp
METAMeta Platforms, Inc. Class A	22+56.29 pp	18-21.11 pp	+35.18 pp
MSFTMicrosoft Corp	14+22.06 pp	20-11.33 pp	+10.73 pp
AMZNAmazon.Com Inc	15+52.66 pp	13-26.74 pp	+25.92 pp
BABAAlibaba Group Holding Limited	12+15.92 pp	14-24.33 pp	-8.41 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	13+15.37 pp	12-22.61 pp	-7.24 pp
VVISA Inc.	10+13.23 pp	15-6.61 pp	+6.62 pp
WFCWells Fargo & Co.	14+8.33 pp	8-12.65 pp	-4.32 pp
JPMJPMorgan Chase & Co.	9+13.33 pp	12-10.80 pp	+2.53 pp
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	7+7.96 pp	11-14.41 pp	-6.45 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	57 managers	5.2%	27.4%
METAMeta Platforms, Inc. Class A	44 managers	3.9%	28.1%
MSFTMicrosoft Corp	42 managers	4.0%	13.5%
AMZNAmazon.Com Inc	38 managers	4.2%	17.9%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	34 managers	5.9%	50.3%
VVISA Inc.	32 managers	3.0%	16.5%
BABAAlibaba Group Holding Limited	26 managers	2.7%	13.5%
MAMastercard Incorporated	26 managers	1.7%	14.6%
WFCWells Fargo & Co.	26 managers	1.9%	45.8%
AAPLApple Inc.	23 managers	0.3%	58.3%


CHNGChange Healthcare Inc.	4 managers	7.6%
SDCCQSmiledirectclub Inc A	4 managers	0.6%
CGThe Carlyle Group Inc.	3 managers	5.6%
EQHEquitable Holdings, Inc.	3 managers	2.4%
GRAW.R. Grace & Co.	3 managers	0.7%
JACKJack in the Box Inc.	3 managers	13.4%
OVVOvintiv Inc.	3 managers	0.1%
AAPAdvance Auto Parts Inc	2 managers	2.5%
CCOICogent Communications Holdings, Inc.	2 managers	0.0%
GU9Guess? Inc	2 managers	0.0%