Q2 2024 seasonComplete

97 filed · 1 no filing

Filings97 of 98 filed


Daily JrnlCharlie Munger	Oct 2	$182M	4	0	0
VulcanC.T. Fitzpatrick	Aug 15	$7.1B	451 amend.	1	2
Abrams BisonGavin Abrams	Aug 14	$1.0B	10	1	2
AltaRockMark Massey	Aug 14	$4.9B	9	1	0
AltimeterBrad Gerstner	Aug 14	$6.7B	20	6	3
AppaloosaDavid Tepper	Aug 14	$6.2B	37	0	1
ArielJohn Rogers	Aug 14	$9.2B	115	6	6
AtlanticAlex Roepers	Aug 14	$222M	12	2	1
AtreidesGavin Baker	Aug 14	$3.1B	40	14	8
BaronRon Baron	Aug 14	$34.9B	329	22	25
BerkshireGreg Abel	Aug 14	$280.0B	41	2	2
CASClifford Sosin	Aug 14	$1.3B	5	0	0
CenturyArnold Van Den Berg	Aug 14	$337M	108	3	6
CoopermanLeon Cooperman	Aug 14	$2.4B	52	2	1
D1Daniel Sundheim	Aug 14	$5.9B	35	11	10
DorseyPat Dorsey	Aug 14	$839M	11	1	0
DuquesneStanley Druckenmiller	Aug 14	$2.8B	63	18	27
DurableHenry Ellenbogen	Aug 14	$12.2B	49	4	8
EngagedGlenn Welling	Aug 14	$584M	12	1	0
FairfaxPrem Watsa	Aug 14	$1.2B	38	2	6


GEVGE Vernova Inc.	8 managers	+9.19 pp	Coatue+2.22 pp
AAPLApple Inc.	7 managers	+17.77 pp	Chou+6.66 pp
RBRKRubrik, Inc.	6 managers	+0.54 pp	Soros+0.14 pp
SOLVSolventum Corporation	6 managers	+11.29 pp	Trian+6.91 pp
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	6 managers	+21.28 pp	Abrams Bison+9.29 pp
FLUTFlutter Entertainment plc	6 managers	+6.15 pp	Duquesne+2.17 pp
APHAmphenol Corporation	5 managers	+7.00 pp	Third Point+2.16 pp
LOARLoar Holdings Inc.	5 managers	+40.54 pp	Abrams+40.13 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	8+26.38 pp	39-53.07 pp	-26.69 pp
MSFTMicrosoft Corp	10+10.94 pp	24-20.14 pp	-9.20 pp
METAMeta Platforms, Inc. Class A	8+9.06 pp	22-24.28 pp	-15.22 pp
AMZNAmazon.Com Inc	10+10.11 pp	18-10.74 pp	-0.63 pp
AAPLApple Inc.	15+22.28 pp	9-17.92 pp	+4.36 pp
TSMTaiwan Semiconductor Manufacturing Company Ltd.	9+13.31 pp	12-8.33 pp	+4.98 pp
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	12+23.41 pp	9-4.91 pp	+18.50 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	8+25.85 pp	10-6.02 pp	+19.83 pp
CRMSalesforce, Inc.	7+9.99 pp	10-22.08 pp	-12.09 pp
DISThe Walt Disney Company	5+7.27 pp	11-46.48 pp	-39.21 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	61 managers	5.5%	39.9%
MSFTMicrosoft Corp	50 managers	4.8%	32.7%
METAMeta Platforms, Inc. Class A	39 managers	4.5%	22.2%
AMZNAmazon.Com Inc	38 managers	4.4%	25.5%
AAPLApple Inc.	31 managers	1.4%	81.0%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	31 managers	4.8%	63.2%
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	28 managers	1.4%	9.3%
VVISA Inc.	28 managers	3.8%	10.8%
TSMTaiwan Semiconductor Manufacturing Company Ltd.	26 managers	1.4%	8.5%
MAMastercard Incorporated	22 managers	1.3%	16.9%


RBRKRubrik, Inc.	6 managers	0.1%
LOARLoar Holdings Inc.	5 managers	40.1%
GRALGRAIL, Inc.	4 managers	0.0%
IBTAIbotta, Inc.	4 managers	0.2%
LHLabcorp Holdings Inc.	4 managers	2.6%
INSMInsmed, Inc.	3 managers	1.0%
BBWBuild-A-Bear Workshop, Inc.	2 managers	1.2%
CTRICenturi Holdings, Inc.	2 managers	0.5%
SVCOSilvaco Group, Inc.	2 managers	0.1%
SMCISuper Micro Computer, Inc.	2 managers	—