Q1 2025 season
Filings
| CantillonWilliam von Mueffling | Feb 17 | $15.4B | 371 amend. | 1 | 0 |
| BerkshireGreg Abel | Aug 14 | $259.8B | 391 amend. | 3 | 2 |
| GivernyFrançois Rochon | Aug 12 | $2.7B | 541 amend. | 2 | 10 |
| Abrams BisonGavin Abrams | May 15 | $918M | 8 | 1 | 1 |
| AltimeterBrad Gerstner | May 15 | $5.0B | 22 | 6 | 8 |
| AppaloosaDavid Tepper | May 15 | $5.6B | 35 | 4 | 6 |
| ArielJohn Rogers | May 15 | $8.5B | 106 | 5 | 9 |
| AtlanticAlex Roepers | May 15 | $179M | 9 | 3 | 4 |
| AtreidesGavin Baker | May 15 | $2.8B | 41 | 10 | 13 |
| BaronRon Baron | May 15 | $34.0B | 314 | 29 | 31 |
| CASClifford Sosin | May 15 | $1.5B | 4 | 0 | 0 |
| CenturyArnold Van Den Berg | May 15 | $327M | 102 | 4 | 11 |
| ChouFrancis Chou | May 15 | $182M | 31 | 2 | 0 |
| CoatuePhilippe Laffont | May 15 | $22.7B | 70 | 24 | 22 |
| CoopermanLeon Cooperman | May 15 | $2.5B | 411 amend. | 1 | 5 |
| D1Daniel Sundheim | May 15 | $6.5B | 41 | 18 | 12 |
| DorseyPat Dorsey | May 15 | $944M | 11 | 3 | 3 |
| DuquesneStanley Druckenmiller | May 15 | $3.0B | 49 | 12 | 37 |
| DurableHenry Ellenbogen | May 15 | $11.2B | 51 | 11 | 6 |
| EngagedGlenn Welling | May 15 | $392M | 9 | 2 | 1 |
Shared moves
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 12+6.77 pp | 36-61.35 pp | -54.58 pp· 1 swapped classes |
| MSFTMicrosoft Corp | 18+23.72 pp | 20-18.98 pp | +4.74 pp |
| AMZNAmazon.Com Inc | 16+10.60 pp | 19-23.94 pp | -13.34 pp |
| METAMeta Platforms, Inc. Class A | 12+32.03 pp | 21-19.65 pp | +12.38 pp |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 10+5.56 pp | 11-5.23 pp | +0.33 pp |
| VVISA Inc. | 3+8.49 pp | 17-27.02 pp | -18.53 pp |
| COFCapital One Financial | 8+9.61 pp | 10-4.38 pp | +5.23 pp |
| NVDANvidia Corp | 9+10.07 pp | 8-10.04 pp | +0.03 pp |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 7+4.11 pp | 10-16.26 pp | -12.15 pp |
| CRMSalesforce, Inc. | 7+2.57 pp | 9-11.51 pp | -8.94 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 4.2% | 35.1% | |
| MSFTMicrosoft Corp | 2.8% | 25.6% | |
| AMZNAmazon.Com Inc | 3.9% | 21.3% | |
| METAMeta Platforms, Inc. Class A | 4.3% | 21.3% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 5.1% | 53.4% | |
| VVISA Inc. | 3.5% | 13.4% | |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 1.3% | 9.3% | |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 1.2% | 7.8% | |
| AAPLApple Inc. | 0.8% | 63.3% | |
| MAMastercard Incorporated | 0.8% | 18.5% |
Across the managers
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 47 quarters up to the prior season.