Q3 2020 seasonComplete

95 filed · 3 no filing

Filings95 of 98 filed


EgertonJohn Armitage	Aug 3	$16.2B	351 amend.	10	3
OaktreeHoward Marks	Mar 3	$3.7B	741 amend.	9	11
BerkshireGreg Abel	Feb 16	$235.9B	521 amend.	9	1
Lone PineDavid Craver	Feb 16	$23.3B	321 amend.	11	7
Abrams BisonGavin Abrams	Nov 16	$800M	10	2	1
AltimeterBrad Gerstner	Nov 16	$5.9B	27	4	0
AppaloosaDavid Tepper	Nov 16	$5.7B	32	1	6
AtlanticAlex Roepers	Nov 16	$234M	8	1	2
AtreidesGavin Baker	Nov 16	$860M	29	14	10
CoatuePhilippe Laffont	Nov 16	$19.1B	73	24	39
CoopermanLeon Cooperman	Nov 16	$1.0B	41	8	7
D1Daniel Sundheim	Nov 16	$17.1B	49	13	11
DuquesneStanley Druckenmiller	Nov 16	$3.4B	58	15	27
EngagedGlenn Welling	Nov 16	$967M	10	2	2
FairholmeBruce Berkowitz	Nov 16	$653M	13	7	1
Gates TrustMichael Larson	Nov 16	$22.1B	24	2	1
GreenbergGlenn Greenberg	Nov 16	$2.2B	23	4	2
GreenleaJosh Tarasoff	Nov 16	$260M	10	1	0
GreenlightDavid Einhorn	Nov 16	$1.2B	35	17	4
JerichoJosh Resnick	Nov 16	$2.5B	45	16	19


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	15+17.54 pp	28-40.56 pp	-23.02 pp
METAMeta Platforms, Inc. Class A	17+28.76 pp	19-11.88 pp	+16.88 pp
MSFTMicrosoft Corp	11+25.64 pp	22-23.34 pp	+2.30 pp
AMZNAmazon.Com Inc	7+3.07 pp	18-41.77 pp	-38.70 pp
BABAAlibaba Group Holding Limited	8+12.09 pp	14-16.00 pp	-3.91 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	6+8.20 pp	14-13.95 pp	-5.75 pp
WFCWells Fargo & Co.	9+3.91 pp	9-4.80 pp	-0.89 pp
VVISA Inc.	8+5.50 pp	9-5.27 pp	+0.23 pp
JPMJPMorgan Chase & Co.	6+1.49 pp	10-10.61 pp	-9.12 pp
CMCSAComcast Corp	4+10.57 pp	12-7.31 pp	+3.26 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	53 managers	4.9%	24.9%
METAMeta Platforms, Inc. Class A	46 managers	3.5%	26.6%
MSFTMicrosoft Corp	44 managers	4.6%	16.3%
AMZNAmazon.Com Inc	35 managers	3.1%	10.8%
VVISA Inc.	35 managers	2.4%	11.2%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	32 managers	3.5%	45.4%
MAMastercard Incorporated	26 managers	2.5%	16.3%
BACBank of America Corporation	24 managers	1.7%	56.4%
JPMJPMorgan Chase & Co.	24 managers	1.4%	9.7%
BABAAlibaba Group Holding Limited	23 managers	2.8%	11.6%


SNOWSnowflake Inc.	14 managers	5.3%
BEKEKE Holdings Inc.	8 managers	1.8%
UUnity Software Inc.	7 managers	6.6%
MTCHMatch Group, Inc	6 managers	17.5%
LILi Auto Inc.	5 managers	2.5%
XPEVXPeng Inc.	5 managers	1.1%
unresolvedChindata Group Hldgs Ltd	4 managers	0.1%
unresolvedDuck Creek Technologies	4 managers	0.7%
GDRXGoodRx Holdings, Inc. Class A	4 managers	0.3%
JAMFJamf Holding Corp.	4 managers	0.5%