Q1 2021 season
Filings
| EgertonJohn Armitage | Aug 3 | $19.0B | 351 amend. | 4 | 3 |
| DuquesneStanley Druckenmiller | Nov 17 | $4.5B | 621 amend. | 28 | 20 |
| MuhlenkampJeff Muhlenkamp | Aug 18 | $270M | 33 | 1 | 5 |
| AkreJohn Neff | Jul 9 | $14.7B | 241 amend. | 1 | 5 |
| OaktreeHoward Marks | Jun 3 | $6.0B | 587 amend. | 8 | 9 |
| AtreidesGavin Baker | May 28 | $3.1B | 471 amend. | 19 | 8 |
| GreenleaJosh Tarasoff | May 21 | $239M | 9 | 0 | 0 |
| ChouFrancis Chou | May 20 | $172M | 161 amend. | 2 | 2 |
| BaronRon Baron | May 19 | $40.6B | 394 | 38 | 21 |
| AtlanticAlex Roepers | May 18 | $323M | 101 amend. | 1 | 1 |
| Abrams BisonGavin Abrams | May 17 | $1.1B | 12 | 1 | 0 |
| AltimeterBrad Gerstner | May 17 | $14.0B | 32 | 8 | 5 |
| AppaloosaDavid Tepper | May 17 | $7.0B | 62 | 23 | 6 |
| BerkshireGreg Abel | May 17 | $270.4B | 46 | 1 | 2 |
| CASClifford Sosin | May 17 | $2.0B | 6 | 0 | 0 |
| CoopermanLeon Cooperman | May 17 | $1.6B | 55 | 17 | 8 |
| D1Daniel Sundheim | May 17 | $13.5B | 47 | 15 | 20 |
| DurableHenry Ellenbogen | May 17 | $11.8B | 54 | 8 | 7 |
| EngagedGlenn Welling | May 17 | $1.4B | 9 | 1 | 1 |
| FairholmeBruce Berkowitz | May 17 | $1.2B | 15 | 4 | 9 |
Shared moves
| CPNGCoupang, Inc. | +64.93 pp | Maverick+47.20 pp | |
| BABAAlibaba Group Holding Limited | +50.59 pp | Daily Jrnl+19.02 pp | |
| AFRMAffirm Holdings, Inc. Class A | +5.37 pp | Durable+2.69 pp | |
| BMBLBumble Inc. Class A | +1.20 pp | Altimeter+0.47 pp | |
| XMQualtrics International Inc. Class A | +1.73 pp | Jericho+0.87 pp | |
| unresolvedAltimeter Growth Corp 2 | +0.77 pp | Appaloosa+0.22 pp | |
| APAAPA Corporation | +1.68 pp | Oakmark+0.64 pp | |
| IFFInternational Flavors & Fragrances Inc. | +5.13 pp | Baupost+2.34 pp | |
| unresolvedLiberty Media Acquisition Co | +0.83 pp | Conifer+0.62 pp | |
| OSCROscar Health, Inc. | +2.13 pp | Coatue+0.93 pp |
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 17+25.46 pp | 32-24.94 pp | +0.52 pp |
| METAMeta Platforms, Inc. Class A | 21+26.93 pp | 17-24.80 pp | +2.13 pp |
| MSFTMicrosoft Corp | 12+10.06 pp | 17-17.67 pp | -7.61 pp |
| AMZNAmazon.Com Inc | 12+22.25 pp | 13-12.01 pp | +10.24 pp |
| BABAAlibaba Group Holding Limited | 19+66.40 pp | 6-10.67 pp | +55.73 pp |
| VVISA Inc. | 11+4.42 pp | 11-12.75 pp | -8.33 pp |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 8+6.57 pp | 12-19.06 pp | -12.49 pp |
| WFCWells Fargo & Co. | 8+3.76 pp | 12-11.09 pp | -7.33 pp |
| DISThe Walt Disney Company | 3+1.22 pp | 17-25.07 pp | -23.85 pp |
| BACBank of America Corporation | 5+6.20 pp | 14-8.44 pp | -2.24 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 5.1% | 25.1% | |
| METAMeta Platforms, Inc. Class A | 3.6% | 24.4% | |
| MSFTMicrosoft Corp | 3.1% | 14.0% | |
| AMZNAmazon.Com Inc | 2.4% | 9.3% | |
| VVISA Inc. | 2.2% | 11.9% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 3.9% | 45.2% | |
| BABAAlibaba Group Holding Limited | 2.3% | 20.7% | |
| MAMastercard Incorporated | 1.0% | 22.6% | |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 1.8% | 6.9% | |
| DISThe Walt Disney Company | 2.1% | 13.5% |
Across the managers
| CPNGCoupang, Inc. | 47.2% | |
| AFRMAffirm Holdings, Inc. Class A | 2.7% | |
| BMBLBumble Inc. Class A | 0.5% | |
| XMQualtrics International Inc. Class A | 0.9% | |
| unresolvedAltimeter Growth Corp 2 | 0.2% | |
| APAAPA Corporation | 0.6% | |
| unresolvedLiberty Media Acquisition Co | 0.6% | |
| OSCROscar Health, Inc. | 0.9% | |
| unresolvedTishman Speyer Innovation Co | 0.1% | |
| TBAThoma Bravo Advantage-cl A | 0.4% |
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 31 quarters up to the prior season.