Q2 2021 season
Filings
| EgertonJohn Armitage | Aug 3 | $20.1B | 311 amend. | 4 | 8 |
| DuquesneStanley Druckenmiller | Nov 17 | $4.0B | 521 amend. | 16 | 26 |
| Lone PineDavid Craver | Nov 15 | $31.0B | 351 amend. | 9 | 12 |
| CoatuePhilippe Laffont | Nov 12 | $25.8B | 771 amend. | 22 | 11 |
| AltimeterBrad Gerstner | Oct 7 | $12.8B | 331 amend. | 8 | 7 |
| Whale RockAlex Sacerdote | Sep 24 | $15.3B | 621 amend. | 28 | 15 |
| OaktreeHoward Marks | Aug 25 | $6.3B | 701 amend. | 18 | 6 |
| ValueActMason Morfit | Aug 19 | $9.0B | 131 amend. | 1 | 1 |
| MaverickBen Silver | Aug 18 | $10.6B | 6601 amend. | 227 | 252 |
| MuhlenkampJeff Muhlenkamp | Aug 18 | $273M | 33 | 1 | 1 |
| Abrams BisonGavin Abrams | Aug 16 | $1.2B | 12 | 1 | 1 |
| AppaloosaDavid Tepper | Aug 16 | $4.8B | 54 | 4 | 12 |
| AtlanticAlex Roepers | Aug 16 | $318M | 9 | 1 | 2 |
| AtreidesGavin Baker | Aug 16 | $3.9B | 41 | 13 | 19 |
| BerkshireGreg Abel | Aug 16 | $293.0B | 44 | 1 | 3 |
| CenturyArnold Van Den Berg | Aug 16 | $508M | 74 | 7 | 2 |
| CoopermanLeon Cooperman | Aug 16 | $1.8B | 67 | 19 | 7 |
| D1Daniel Sundheim | Aug 16 | $15.3B | 56 | 24 | 15 |
| EngagedGlenn Welling | Aug 16 | $1.3B | 9 | 1 | 1 |
| FairfaxPrem Watsa | Aug 16 | $3.1B | 59 | 11 | 9 |
Shared moves
| CFLTConfluent, Inc. Class A | +3.45 pp | Durable+1.76 pp | |
| BZKANZHUN LIMITED American Depository Shares | +2.78 pp | Jericho+1.78 pp | |
| OGNOrganon & Co. | +2.49 pp | Sound Shore+2.06 pp | |
| PATHUiPath, Inc. | +8.56 pp | Coatue+2.98 pp | |
| SSentinelOne, Inc. | +7.14 pp | Third Point+6.32 pp | |
| DIDIYDidi Global Inc S/ | +5.40 pp | Davis+2.28 pp | |
| 0C3Endeavor Group Hold-class A | +6.84 pp | Coatue+2.68 pp | |
| unresolvedBrookfield Asset Mgmt Reins | +0.15 pp | Greenlea+0.08 pp | |
| DLODLocal Limited Class A | +1.49 pp | D1+0.88 pp | |
| COINCoinbase Global, Inc. Class A | +7.49 pp | Atreides+2.71 pp |
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 12+11.81 pp | 30-37.45 pp | -25.64 pp |
| METAMeta Platforms, Inc. Class A | 18+12.57 pp | 19-12.18 pp | +0.39 pp |
| MSFTMicrosoft Corp | 10+14.12 pp | 18-13.59 pp | +0.53 pp |
| AMZNAmazon.Com Inc | 18+35.98 pp | 7-2.91 pp | +33.07 pp |
| BABAAlibaba Group Holding Limited | 16+16.79 pp | 6-3.46 pp | +13.33 pp |
| DISThe Walt Disney Company | 10+14.41 pp | 9-8.71 pp | +5.70 pp |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 6+6.76 pp | 12-12.84 pp | -6.08 pp· 1 swapped classes |
| NFLXNetFlix Inc | 9+7.75 pp | 6-7.99 pp | -0.24 pp |
| SHOPShopify Inc. Class A subordinate voting shares | 10+8.65 pp | 5-2.35 pp | +6.30 pp |
| WFCWells Fargo & Co. | 4+3.51 pp | 11-2.29 pp | +1.22 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 5.0% | 22.2% | |
| METAMeta Platforms, Inc. Class A | 3.3% | 21.5% | |
| MSFTMicrosoft Corp | 3.4% | 13.8% | |
| AMZNAmazon.Com Inc | 3.6% | 10.5% | |
| VVISA Inc. | 2.0% | 12.2% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 3.1% | 50.9% | |
| BABAAlibaba Group Holding Limited | 2.3% | 21.4% | |
| MAMastercard Incorporated | 0.8% | 19.2% | |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 1.9% | 7.1% | |
| WFCWells Fargo & Co. | 1.9% | 33.8% |
Across the managers
| CFLTConfluent, Inc. Class A | 1.8% | |
| BZKANZHUN LIMITED American Depository Shares | 1.8% | |
| OGNOrganon & Co. | 2.1% | |
| PATHUiPath, Inc. | 3.0% | |
| SSentinelOne, Inc. | 6.3% | |
| DIDIYDidi Global Inc S/ | 2.3% | |
| 0C3Endeavor Group Hold-class A | 2.7% | |
| unresolvedBrookfield Asset Mgmt Reins | 0.1% | |
| DLODLocal Limited Class A | 0.9% | |
| COINCoinbase Global, Inc. Class A | 2.7% |
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 32 quarters up to the prior season.