Q3 2023 season
Filings
| BerkshireGreg Abel | May 15 | $315.0B | 462 amend. | 7 | 9 |
| CheckSteven Check | Jan 31 | $1.2B | 451 amend. | 5 | 0 |
| GivernyFrançois Rochon | Jan 25 | $1.8B | 591 amend. | 3 | 3 |
| MuhlenkampJeff Muhlenkamp | Dec 6 | $290M | 31 | 3 | 3 |
| Third AveMatthew Fine | Nov 15 | $596M | 59 | 2 | 1 |
| Abrams BisonGavin Abrams | Nov 14 | $910M | 11 | 0 | 1 |
| AltimeterBrad Gerstner | Nov 14 | $5.3B | 11 | 3 | 3 |
| AppaloosaDavid Tepper | Nov 14 | $5.1B | 32 | 1 | 8 |
| ArielJohn Rogers | Nov 14 | $9.4B | 115 | 5 | 6 |
| AtlanticAlex Roepers | Nov 14 | $201M | 9 | 2 | 2 |
| AtreidesGavin Baker | Nov 14 | $2.9B | 27 | 9 | 13 |
| BaronRon Baron | Nov 14 | $34.4B | 334 | 12 | 21 |
| CASClifford Sosin | Nov 14 | $780M | 5 | 0 | 0 |
| CenturyArnold Van Den Berg | Nov 14 | $285M | 105 | 4 | 5 |
| ChouFrancis Chou | Nov 14 | $75M | 18 | 0 | 0 |
| CoopermanLeon Cooperman | Nov 14 | $1.9B | 54 | 3 | 3 |
| D1Daniel Sundheim | Nov 14 | $6.9B | 37 | 12 | 13 |
| Dodge & CoxDavid Hoeft | Nov 14 | $148.4B | 192 | 4 | 3 |
| DorseyPat Dorsey | Nov 14 | $766M | 10 | 1 | 1 |
| DuquesneStanley Druckenmiller | Nov 14 | $2.8B | 41 | 13 | 25 |
Shared moves
| LLYVKLiberty Media Corp-liberty-c | +2.47 pp | Baupost+1.19 pp | |
| CRHCRH Public Limited Company | +15.23 pp | Greenhaven+7.83 pp | |
| GOOGLAlphabet Inc. Class A | +18.59 pp | Atreides+5.65 pp | |
| ARMArm Holdings plc | +0.86 pp | Soros+0.57 pp | |
| KVUEKenvue Inc. | +1.82 pp | Yacktman+0.75 pp | |
| LLYVALiberty Media Corp-liberty-a | +1.48 pp | Baupost+1.23 pp | |
| CARTMaplebear Inc. | +14.00 pp | D1+12.36 pp |
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 17+40.60 pp | 34-25.64 pp | +14.96 pp |
| MSFTMicrosoft Corp | 13+22.23 pp | 28-28.40 pp | -6.17 pp |
| METAMeta Platforms, Inc. Class A | 16+37.44 pp | 17-13.03 pp | +24.41 pp |
| AMZNAmazon.Com Inc | 10+13.29 pp | 18-16.24 pp | -2.95 pp |
| VVISA Inc. | 3+1.18 pp | 15-7.72 pp | -6.54 pp |
| NVDANvidia Corp | 5+3.17 pp | 12-9.18 pp | -6.01 pp |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 3+1.99 pp | 14-7.34 pp | -5.35 pp |
| DISThe Walt Disney Company | 9+28.31 pp | 7-1.68 pp | +26.63 pp |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 4+1.46 pp | 12-11.69 pp | -10.23 pp |
| BABAAlibaba Group Holding Limited | 8+14.31 pp | 7-5.44 pp | +8.87 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 5.2% | 40.3% | |
| MSFTMicrosoft Corp | 4.8% | 31.9% | |
| METAMeta Platforms, Inc. Class A | 4.3% | 24.6% | |
| AMZNAmazon.Com Inc | 3.1% | 25.0% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 4.2% | 56.7% | |
| VVISA Inc. | 4.0% | 14.0% | |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 1.1% | 9.2% | |
| MAMastercard Incorporated | 0.7% | 21.3% | |
| AAPLApple Inc. | 0.3% | 78.7% | |
| BABAAlibaba Group Holding Limited | 0.9% | 16.4% |
Across the managers
| LLYVKLiberty Media Corp-liberty-c | 1.2% | |
| CRHCRH Public Limited Company | 7.8% | |
| ARMArm Holdings plc | 0.6% | |
| LLYVALiberty Media Corp-liberty-a | 1.2% | |
| CARTMaplebear Inc. | 12.4% | |
| FWONKLiberty Media Corporation Series C | 7.1% | |
| LM0CLiberty Media Corp-liber-new | 7.3% | |
| ODDODDITY Tech Ltd. Class A | 0.1% | |
| FTREFortrea Holdings Inc. | 0.8% | |
| HHHHoward Hughes Holdings Inc. | 11.9% |
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 41 quarters up to the prior season.