Q4 2024 seasonComplete

97 filed · 1 no filing

Filings97 of 98 filed


GivernyFrançois Rochon	Aug 12	$2.7B	621 amend.	11	1
PershingBill Ackman	Apr 16	$12.7B	111 amend.	1	1
Abrams BisonGavin Abrams	Feb 14	$971M	8	0	2
AltaRockMark Massey	Feb 14	$4.9B	10	1	0
AltimeterBrad Gerstner	Feb 14	$5.5B	24	5	4
AtlanticAlex Roepers	Feb 14	$207M	10	4	1
AtreidesGavin Baker	Feb 14	$3.2B	44	17	8
BaronRon Baron	Feb 14	$38.7B	316	17	29
BerkshireGreg Abel	Feb 14	$267.2B	38	1	3
CASClifford Sosin	Feb 14	$1.7B	4	0	1
CenturyArnold Van Den Berg	Feb 14	$347M	109	5	3
CoatuePhilippe Laffont	Feb 14	$29.7B	68	14	27
CoopermanLeon Cooperman	Feb 14	$2.6B	45	7	2
D1Daniel Sundheim	Feb 14	$6.0B	35	16	15
Daily JrnlCharlie Munger	Feb 14	$209M	4	0	0
DorseyPat Dorsey	Feb 14	$970M	11	0	1
DuquesneStanley Druckenmiller	Feb 14	$3.6B	74	21	19
DurableHenry Ellenbogen	Feb 14	$12.3B	46	7	9
EngagedGlenn Welling	Feb 14	$486M	8	1	2
FairfaxPrem Watsa	Feb 14	$1.6B	31	4	4


TTANServiceTitan, Inc. Class A	8 managers	+1.84 pp	Durable+0.62 pp
BLKBlackrock, Inc.	6 managers	+5.51 pp	Cantillon+3.00 pp
SNRENSunrise Communicat-cl A	6 managers	+4.66 pp	Baupost+2.94 pp
COFCapital One Financial	5 managers	+11.18 pp	Lone Pine+4.28 pp
NUNu Holdings Ltd.	5 managers	+5.32 pp	D1+2.56 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	15+19.52 pp	32-30.96 pp	-11.44 pp· 1 swapped classes
MSFTMicrosoft Corp	15+13.81 pp	20-19.90 pp	-6.09 pp
AMZNAmazon.Com Inc	9+10.77 pp	23-21.67 pp	-10.90 pp
METAMeta Platforms, Inc. Class A	6+4.05 pp	20-8.54 pp	-4.49 pp
VVISA Inc.	5+2.54 pp	14-4.79 pp	-2.25 pp
AAPLApple Inc.	8+2.99 pp	10-17.84 pp	-14.85 pp
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	6+6.01 pp	12-16.94 pp	-10.93 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	5+1.76 pp	13-15.39 pp	-13.63 pp
TSMTaiwan Semiconductor Manufacturing Company Ltd.	7+6.50 pp	8-3.62 pp	+2.88 pp
DISThe Walt Disney Company	4+4.42 pp	11-3.08 pp	+1.34 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	59 managers	5.1%	39.1%
MSFTMicrosoft Corp	50 managers	3.4%	28.6%
AMZNAmazon.Com Inc	41 managers	4.3%	23.8%
METAMeta Platforms, Inc. Class A	36 managers	4.7%	19.4%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	31 managers	5.3%	75.4%
VVISA Inc.	31 managers	3.1%	14.7%
TSMTaiwan Semiconductor Manufacturing Company Ltd.	28 managers	0.7%	9.2%
AAPLApple Inc.	27 managers	0.5%	70.5%
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	27 managers	1.0%	9.4%
MAMastercard Incorporated	23 managers	0.8%	17.2%


TTANServiceTitan, Inc. Class A	8 managers	0.6%
BLKBlackrock, Inc.	6 managers	3.0%
SNRENSunrise Communicat-cl A	6 managers	2.9%
PRMPerimeter Solutions, Inc.	3 managers	1.4%
PONYPony AI Inc.	3 managers	0.3%
SAROStandardAero, Inc.	3 managers	0.8%
APTVAptiv PLC	3 managers	0.6%
DCGODocGo Inc.	2 managers	0.1%
MAGNMagnera Corporation	2 managers	4.7%
SQMSociedad Quimica y Minera de Chile SA	2 managers	0.1%