Q1 2024 seasonComplete

97 filed · 1 no filing

Filings97 of 98 filed


GivernyFrançois Rochon	Aug 20	$2.5B	531 amend.	3	9
AkreJohn Neff	May 23	$24.2B	211 amend.	3	0
AltaRockMark Massey	May 16	$4.7B	81 amend.	0	0
WedgewoodDavid Rolfe	May 16	$500M	19	0	1
Abrams BisonGavin Abrams	May 15	$1.1B	11	2	2
AltimeterBrad Gerstner	May 15	$6.5B	17	6	0
AppaloosaDavid Tepper	May 15	$6.7B	38	6	7
AtlanticAlex Roepers	May 15	$228M	11	1	0
AtreidesGavin Baker	May 15	$3.3B	34	15	13
BaronRon Baron	May 15	$37.5B	332	17	15
BerkshireGreg Abel	May 15	$331.7B	41	0	1
CASClifford Sosin	May 15	$1.1B	5	0	0
CenturyArnold Van Den Berg	May 15	$341M	111	8	2
CoopermanLeon Cooperman	May 15	$2.4B	51	3	2
D1Daniel Sundheim	May 15	$6.6B	34	12	6
DorseyPat Dorsey	May 15	$860M	10	1	0
DuquesneStanley Druckenmiller	May 15	$3.7B	72	42	20
DurableHenry Ellenbogen	May 15	$12.9B	53	3	2
EngagedGlenn Welling	May 15	$617M	11	2	0
FairfaxPrem Watsa	May 15	$1.2B	42	1	16


RDDTReddit, Inc.	7 managers	+1.31 pp	Atreides+0.58 pp
ALABAstera Labs, Inc.	6 managers	+8.53 pp	Atreides+5.93 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	16+27.57 pp	28-23.94 pp	+3.63 pp· 1 swapped classes
MSFTMicrosoft Corp	10+5.11 pp	28-12.99 pp	-7.88 pp
METAMeta Platforms, Inc. Class A	9+5.47 pp	28-31.67 pp	-26.20 pp
AMZNAmazon.Com Inc	11+15.33 pp	21-15.33 pp	-0.00 pp
TSMTaiwan Semiconductor Manufacturing Company Ltd.	6+7.99 pp	11-4.73 pp	+3.26 pp
AAPLApple Inc.	9+6.88 pp	7-12.24 pp	-5.36 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	2+0.37 pp	14-9.86 pp	-9.49 pp
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	8+6.01 pp	7-7.13 pp	-1.12 pp
DISThe Walt Disney Company	5+7.69 pp	10-6.68 pp	+1.01 pp
VVISA Inc.	4+2.39 pp	10-8.47 pp	-6.08 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	58 managers	4.8%	37.5%
MSFTMicrosoft Corp	51 managers	3.9%	33.5%
AMZNAmazon.Com Inc	37 managers	4.2%	24.7%
METAMeta Platforms, Inc. Class A	37 managers	4.9%	25.7%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	31 managers	4.7%	58.2%
VVISA Inc.	30 managers	4.1%	11.8%
TSMTaiwan Semiconductor Manufacturing Company Ltd.	26 managers	1.0%	7.9%
AAPLApple Inc.	25 managers	0.5%	78.0%
MAMastercard Incorporated	24 managers	1.2%	19.5%
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	24 managers	1.1%	7.9%


RDDTReddit, Inc.	7 managers	0.6%
ALABAstera Labs, Inc.	6 managers	5.9%
FXIiShares China Large-Cap ETF	3 managers	2.3%
YUMYum! Brands, Inc.	3 managers	1.3%
BMABanco Macro S.A.	2 managers	0.4%
CFCF Industries Holding, Inc.	2 managers	2.0%
CCThe Chemours Company	2 managers	0.1%
COOThe Cooper Companies, Inc.	2 managers	0.3%
EXPEagle Materials, Inc.	2 managers	2.0%
ECHOEchoStar Corporation	2 managers	0.1%