Q3 2021 seasonComplete

96 filed · 2 no filing

Filings96 of 98 filed


EgertonJohn Armitage	Aug 3	$21.0B	341 amend.	8	5
VikingAndreas Halvorsen	May 16	$36.4B	951 amend.	26	18
OaktreeHoward Marks	Dec 14	$5.7B	1353 amend.	80	15
MuhlenkampJeff Muhlenkamp	Dec 10	$260M	32	1	2
FairfaxPrem Watsa	Nov 17	$3.1B	611 amend.	10	8
Abrams BisonGavin Abrams	Nov 15	$1.3B	13	2	1
AltaRockMark Massey	Nov 15	$3.7B	8	0	0
AltimeterBrad Gerstner	Nov 15	$12.5B	31	7	9
AppaloosaDavid Tepper	Nov 15	$4.2B	51	3	6
AtlanticAlex Roepers	Nov 15	$298M	11	3	1
AtreidesGavin Baker	Nov 15	$3.9B	37	8	12
BerkshireGreg Abel	Nov 15	$293.4B	43	2	3
CASClifford Sosin	Nov 15	$2.1B	6	1	1
CenturyArnold Van Den Berg	Nov 15	$510M	75	4	3
ChouFrancis Chou	Nov 15	$159M	15	0	0
CoopermanLeon Cooperman	Nov 15	$1.9B	65	10	12
D1Daniel Sundheim	Nov 15	$17.9B	66	21	11
Dodge & CoxDavid Hoeft	Nov 15	$153.5B	193	6	3
DorseyPat Dorsey	Nov 15	$1.1B	9	1	1
DuquesneStanley Druckenmiller	Nov 15	$3.1B	48	11	15


GEGE Aerospace	11 managers	+21.28 pp	Trian+5.16 pp
TOSTToast, Inc.	7 managers	+1.76 pp	Durable+1.31 pp
DUOLDuolingo, Inc. Class A	5 managers	+1.95 pp	Durable+0.98 pp
FRSHFreshworks Inc. Class A	5 managers	+0.16 pp	Tiger Global+0.06 pp
JXNJackson Financial Inc.	5 managers	+0.90 pp	Causeway+0.48 pp
HOODRobinhood Markets, Inc. Class A	5 managers	+7.79 pp	D1+4.34 pp
VSXYVictorias Secret & Co.	5 managers	+3.20 pp	Lone Pine+1.60 pp
WRBYWarby Parker Inc.	5 managers	+7.30 pp	Durable+3.17 pp
JOBYJoby Aviation, Inc.	5 managers	+1.25 pp	Baupost+0.88 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	14+20.82 pp	24-12.70 pp	+8.12 pp
METAMeta Platforms, Inc. Class A	9+2.37 pp	19-14.01 pp	-11.64 pp
MSFTMicrosoft Corp	4+11.81 pp	23-15.74 pp	-3.93 pp
BABAAlibaba Group Holding Limited	11+9.03 pp	13-48.78 pp	-39.75 pp
AMZNAmazon.Com Inc	10+18.69 pp	13-25.34 pp	-6.65 pp
VVISA Inc.	7+4.85 pp	11-6.11 pp	-1.26 pp
BKNGBooking Holdings Inc.	9+8.55 pp	8-5.53 pp	+3.02 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	5+14.30 pp	12-9.44 pp	+4.86 pp
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	5+4.89 pp	10-4.57 pp	+0.32 pp
NFLXNetFlix Inc	4+2.74 pp	10-10.49 pp	-7.75 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	56 managers	5.9%	22.9%
METAMeta Platforms, Inc. Class A	50 managers	3.3%	21.2%
MSFTMicrosoft Corp	47 managers	2.9%	13.1%
AMZNAmazon.Com Inc	40 managers	3.3%	10.6%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	35 managers	3.1%	45.5%
VVISA Inc.	34 managers	2.1%	11.9%
BABAAlibaba Group Holding Limited	28 managers	0.9%	19.9%
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	27 managers	1.4%	6.7%
MAMastercard Incorporated	24 managers	0.6%	19.1%
DISThe Walt Disney Company	23 managers	2.0%	12.8%


GEGE Aerospace	11 managers	5.2%
TOSTToast, Inc.	7 managers	1.3%
DUOLDuolingo, Inc. Class A	5 managers	1.0%
FRSHFreshworks Inc. Class A	5 managers	0.1%
JXNJackson Financial Inc.	5 managers	0.5%
HOODRobinhood Markets, Inc. Class A	5 managers	4.3%
VSXYVictorias Secret & Co.	5 managers	1.6%
WRBYWarby Parker Inc.	5 managers	3.2%
JOBYJoby Aviation, Inc.	5 managers	0.9%
ACHRArcher Aviation Inc.	4 managers	0.2%