What the superinvestors bought and sold in 2024 Q3

134 of 137 filedholdings as of 30 Sep 2024as of today

2026 Q3 filings are coming in 0 of 137 filed · due 16 Nov See the early read

79 of 133 managers were net sellers. Setting price aside, they took $60.8B out, led by Information Technology (−$33.1B), while adding to Materials (+$2.2B). DIS was the most widely bought stock (10 bought, 3 sold); META the most widely sold (23 sold, 7 bought).

Net buyers 47 of 133 managers 79 sold more than they bought · 7 about even

Net bought −$60.8B Price moves taken out; prices alone moved the book +$93.2B.

Positions opened 626 673 closed out. IPOs, spin-offs and mergers left out.

Combined book, last quarter +6.9% SPY +5.4%, 1.5 pts ahead. Price only.

Most bought and sold

Ranked by net dollars bought or sold, with price moves taken out. Open a stock to see who.

Most bought

1 FLUT Flutter Entmt PLC 10 bought · 4 sold +$2.1B
Bought by
- Tom Bancroft - Makaira Partners opened 6.1% of book
- John Armitage - Egerton Capital (UK) added 1.9% → 4.3%
- William Von Mueffling - Cantillon Capital Management added 0.07% → 3.5%
- Chase Coleman - Tiger Global Management opened 3.4% of book
- Andreas Halvorsen - Viking Global Investors opened 2.2% of book
- Ryan Packard - Hiddenite Capital Partners opened 1.6% of book
- Dan Loeb - Third Point opened 1.6% of book
- Lee Ainslie - Maverick Capital added 0.09% → 1.0%
and 2 more
Sold by
- Stanley Druckenmiller - Duquesne Family Office cut 2.1% → 2.1%
- Dan Sundheim - D1 Capital Partners closed was 1.3%
- Valueact Capital - Valueact Holdings closed was 1.3%
- Farallon Capital Management cut 0.17% → 0.06%
FLUT: every holder and its history
2 SIRI Sirius Xm Holdings Inc. 6 bought · 0 sold +$2.1B
Bought by
- Wallace Weitz - Weitz Investment Management opened 1.5% of book
- Warren Buffett - Berkshire Hathaway added 0.13% → 0.93%
- Francis Chou - Chou Associates Management opened 0.35% of book
- Steven Check - Check Capital Management opened 0.12% of book
- Murray Stahl - Horizon Kinetics Asset Management opened 0.02% of book
- Lee Ainslie - Maverick Capital opened 0.02% of book
Sold by

No manager sold.

SIRI: every holder and its history
3 APD Air Products & Chemicals, Inc. 6 bought · 0 sold +$2.1B
Bought by
- Sachem Head Capital Management opened 8.6% of book
- Dodge & Cox added <0.01% → 1.1%
- Thomas Gayner - Markel Group added 0.10% → 0.14%
- Corvex Management opened 0.10% of book
- Jensen Investment Management added 0.02% → 0.03%
- Mairs & Power opened <0.01% of book
Sold by

No manager sold.

APD: every holder and its history
4 LUV Southwest Airls Co. 2 bought · 0 sold +$1.6B
Bought by
- Paul Singer - Elliott Investment Management added 0.99% → 9.4%
- Robert Olstein - Olstein Capital Management added 0.98% → 1.3%
Sold by

No manager sold.

LUV: every holder and its history
5 BN Brookfield Corp. 3 bought · 4 sold +$1.6B
Bought by
- Bill Ackman - Pershing Square added 2.7% → 13.5%
- Dan Loeb - Third Point opened 3.4% of book
- Ron Baron - Bamco Inc. (Baron Capital) added 0.15% → 0.27%
Sold by
- Josh Tarasoff - Greenlea Lane Capital Management cut 17.5% → 16.7%
- Eric Mandelblatt - Soroban Capital Partners cut 7.0% → 8.2%
- Third Avenue Management cut 3.5% → 4.0%
- Murray Stahl - Horizon Kinetics Asset Management cut 0.84% → 0.84%
BN: every holder and its history
6 ORCL Oracle Corp. 2 bought · 7 sold +$1.2B
Bought by
- Polen Capital Management opened 3.9% of book
- George Soros - Soros Fund Management opened 0.24% of book
Sold by
- David Tepper - Appaloosa cut 4.6% → 4.0%
- Harry Burn - Sound Shore Management cut 3.2% → 2.4%
- Sarah Ketterer - Causeway Capital Management cut 1.9% → 1.7%
- Don Yacktman - Yacktman Asset Management cut 1.2% → 1.1%
- Bill Nygren / Oakmark - Harris Associates L P cut 0.55% → 0.38%
- John Rogers - Ariel Investments cut 0.09% → 0.10%
- Lee Ainslie - Maverick Capital closed was 0.05%
ORCL: every holder and its history
7 PDD Pdd Holdings Inc. 9 bought · 4 sold +$1.2B
Bought by
- David Tepper - Appaloosa added 4.2% → 10.6%
- Marc Stad - Dragoneer Investment Group added 6.7% → 8.8%
- Ram Parameswaran - Octahedron Capital Management opened 5.9% of book
- Duan Yongping - H&H International Investment added 0.08% → 3.2%
- Alex Sacerdote - Whale Rock Capital Management added 2.3% → 2.9%
- Philippe Laffont - Coatue Management added 0.16% → 1.3%
- Nehal Chopra - Ratan Capital Management opened 0.62% of book
- Howard Marks - Oaktree Capital Management opened 0.61% of book
and 1 more
Sold by
- Brad Gerstner - Altimeter Capital Management closed was 3.4%
- Dan Sundheim - D1 Capital Partners cut 1.0% → 1.00%
- Ron Baron - Bamco Inc. (Baron Capital) cut 0.27% → 0.07%
- Lee Ainslie - Maverick Capital closed was 0.01%
PDD: every holder and its history
8 DG Dollar Gen Corp. New 5 bought · 0 sold +$952M
Bought by
- Christopher Bloomstran - Semper Augustus Investments Group added 10.4% → 12.3%
- Estuary Capital Management added 10.6% → 7.8%
- Seth Klarman - Baupost Group opened 5.5% of book
- Richard Pzena - Pzena Investment Management added 0.86% → 2.8%
- Thomas Gayner - Markel Group added 0.91% → 0.56%
Sold by

No manager sold.

DG: every holder and its history
9 CEG Constellation Energy Corp. 3 bought · 2 sold +$931M
Bought by
- Philippe Laffont - Coatue Management added 3.8% → 7.5%
- Stephen Mandel - Lone Pine Capital added 2.6% → 4.6%
- Dan Sundheim - D1 Capital Partners opened 0.92% of book
Sold by
- Nehal Chopra - Ratan Capital Management closed was 6.1%
- Davidson Kempner Capital Management cut 0.54% → 0.16%
CEG: every holder and its history
10 SPOT Spotify Technology S A 3 bought · 5 sold +$767M
Bought by
- Andreas Halvorsen - Viking Global Investors added 0.57% → 3.5%
- Davidson Kempner Capital Management opened 1.4% of book
- Philippe Laffont - Coatue Management opened 1.0% of book
Sold by
- Valueact Capital - Valueact Holdings closed was 6.0%
- Stephen Mandel - Lone Pine Capital cut 4.3% → 4.3%
- Dan Sundheim - D1 Capital Partners cut 3.6% → 4.3%
- Cathie Wood - Ark Investment Management cut 0.40% → 0.37%
- Lee Ainslie - Maverick Capital closed was 0.01%
SPOT: every holder and its history

Not counted as buying: 143 IPOs, spin-offs and new listings.

Most sold

1 AAPL Apple Inc. 7 bought · 15 sold −$24.8B
Sold by
- Duan Yongping - H&H International Investment cut 81.0% → 74.3%
- Warren Buffett - Berkshire Hathaway cut 30.1% → 26.2%
- Jensen Investment Management cut 6.7% → 7.1%
- Li Lu - Himalaya Capital Management cut 6.2% → 3.0%
- Dan Loeb - Third Point cut 4.7% → 2.9%
- Glen Kacher - Light Street Capital Management cut 3.7% → 3.6%
- Alex Sacerdote - Whale Rock Capital Management closed was 1.6%
- Brad Gerstner - Altimeter Capital Management closed was 0.85%
and 7 more
Bought by
- Mala Gaonkar - Surgocap Partners added 5.9% → 8.3%
- Andreas Halvorsen - Viking Global Investors added 3.7% → 4.1%
- Polen Capital Management opened 4.1% of book
- Gavin Baker - Atreides Management added 2.2% → 2.5%
- John Armitage - Egerton Capital (UK) opened 0.47% of book
- Sarah Ketterer - Causeway Capital Management opened <0.01% of book
- Cathie Wood - Ark Investment Management opened <0.01% of book
AAPL: every holder and its history
2 BAC Bank Amer Corp. 3 bought · 6 sold −$8.9B
Sold by
- Warren Buffett - Berkshire Hathaway cut 14.7% → 11.9%
- Bill Nygren / Oakmark - Harris Associates L P cut 2.8% → 1.8%
- Arnold Van Den Berg - Van Den Berg Management I cut 2.3% → 0.85%
- Dodge & Cox cut 1.4% → 1.2%
- Murphy Pohlad - Murphy Pohlad Asset Management cut 1.2% → 0.65%
- Duan Yongping - H&H International Investment closed was 0.03%
Bought by
- Dan Sundheim - D1 Capital Partners opened 3.4% of book
- Andreas Halvorsen - Viking Global Investors opened 2.9% of book
- Murray Stahl - Horizon Kinetics Asset Management added 0.02% → 0.03%
BAC: every holder and its history
3 MSFT Microsoft Corp. 12 bought · 19 sold −$4.1B
Sold by
- Gates Foundation Trust cut 32.7% → 27.6%
- Terry Smith - Fundsmith cut 13.0% → 11.7%
- Josh Tarasoff - Greenlea Lane Capital Management cut 10.9% → 5.1%
- Brad Gerstner - Altimeter Capital Management cut 10.8% → 10.1%
- Polen Capital Management cut 10.1% → 7.8%
- David Tepper - Appaloosa cut 8.6% → 6.2%
- Dan Loeb - Third Point cut 8.1% → 5.0%
- Jensen Investment Management cut 8.1% → 7.6%
and 11 more
Bought by
- Eric Mandelblatt - Soroban Capital Partners added 21.3% → 20.1%
- Triple Frond Partners added 12.0% → 14.0%
- Chris Hohn - Tci Fund Management added 11.5% → 11.7%
- Grant Wonders - Voyager Global Management added 5.0% → 8.4%
- Nehal Chopra - Ratan Capital Management added 5.2% → 7.9%
- John Armitage - Egerton Capital (UK) added 6.7% → 7.5%
- Ako Capital added 7.4% → 7.1%
- Farallon Capital Management added 2.5% → 3.1%
and 4 more
MSFT: every holder and its history
4 GOOG / GOOGL Alphabet 12 bought · 24 sold −$2.2B
Sold by
- Tweedy, Browne Co. cut 17.5% → 13.9%
- Altarock Partners cut 15.0% → 10.9%
- Ram Parameswaran - Octahedron Capital Management cut 14.3% → 2.7%
- First Pacific Advisors cut 13.0% → 10.7%
- Ruane, Cunniff & Goldfarb cut 12.1% → 10.7%
- Thomas Russo - Gardner Russo & Quinn cut 12.1% → 10.3%
- Polen Capital Management cut 8.6% → 6.1%
- Alex Sacerdote - Whale Rock Capital Management cut 7.7% → 5.6%
and 16 more
Bought by
- Grant Wonders - Voyager Global Management added 13.8% → 19.0%
- Triple Frond Partners added 15.5% → 18.1%
- Eric Mandelblatt - Soroban Capital Partners added 15.0% → 15.4%
- Seth Klarman - Baupost Group added 5.4% → 7.0%
- Corvex Management added 4.3% → 4.1%
- Philippe Laffont - Coatue Management added 2.4% → 2.7%
- Sarah Ketterer - Causeway Capital Management added 2.4% → 2.3%
- Farallon Capital Management added 1.6% → 2.0%
and 4 more
GOOG / GOOGL: every holder and its history
5 AMZN Amazon Com Inc. 14 bought · 16 sold −$2B
Sold by
- Josh Tarasoff - Greenlea Lane Capital Management cut 25.5% → 21.2%
- Polen Capital Management cut 14.4% → 12.4%
- Dan Loeb - Third Point cut 11.3% → 9.3%
- David Tepper - Appaloosa cut 10.9% → 8.9%
- Ram Parameswaran - Octahedron Capital Management cut 9.9% → 10.2%
- Chris James - Meritage Group cut 8.1% → 6.5%
- John Armitage - Egerton Capital (UK) cut 7.6% → 5.8%
- Vulcan Value Partners cut 7.4% → 7.1%
and 8 more
Bought by
- Altarock Partners added 16.4% → 19.8%
- Triple Frond Partners added 12.3% → 14.4%
- Grant Wonders - Voyager Global Management added 9.9% → 11.1%
- Philippe Laffont - Coatue Management added 8.1% → 7.8%
- Nehal Chopra - Ratan Capital Management added 6.7% → 7.8%
- Stephen Mandel - Lone Pine Capital added 7.0% → 7.6%
- Alex Sacerdote - Whale Rock Capital Management added 6.7% → 7.5%
- Lee Ainslie - Maverick Capital added 5.3% → 5.5%
and 6 more
AMZN: every holder and its history
6 CRM Salesforce Inc. 5 bought · 10 sold −$2B
Sold by
- Starboard Value cut 10.1% → 8.4%
- Vulcan Value Partners cut 5.8% → 6.4%
- Polen Capital Management cut 4.3% → 0.03%
- Glen Kacher - Light Street Capital Management cut 4.2% → 3.2%
- Farallon Capital Management cut 3.6% → 2.7%
- Ben Jacobs - Anomaly Capital Management closed was 2.1%
- Philippe Laffont - Coatue Management closed was 1.9%
- Davidson Kempner Capital Management cut 0.92% → 0.37%
and 2 more
Bought by
- Stephen Mandel - Lone Pine Capital opened 4.8% of book
- Brad Gerstner - Altimeter Capital Management added 1.4% → 1.9%
- Alex Sacerdote - Whale Rock Capital Management opened 0.87% of book
- George Soros - Soros Fund Management opened 0.62% of book
- Andreas Halvorsen - Viking Global Investors added 0.40% → 0.54%
CRM: every holder and its history
7 BRK.B / BRK.A Berkshire Hathaway 0 bought · 13 sold −$1.7B
Sold by
- Tweedy, Browne Co. cut 21.2% → 21.7%
- Gates Foundation Trust cut 21.0% → 22.6%
- Thomas Russo - Gardner Russo & Quinn cut 19.6% → 20.9%
- Steven Check - Check Capital Management cut 17.1% → 16.4%
- Duan Yongping - H&H International Investment cut 9.5% → 10.5%
- Christopher Davis - Davis Selected Advisers cut 8.4% → 8.2%
- Arnold Van Den Berg - Van Den Berg Management I cut 6.6% → 6.1%
- Torray Investment Partners cut 3.9% → 3.7%
and 5 more
Bought by

No manager bought.

BRK.B / BRK.A: every holder and its history
8 TFC Truist Financial Corp. 1 bought · 5 sold −$1.4B
Sold by
- Dodge & Cox cut 1.2% → 0.62%
- Bill Nygren / Oakmark - Harris Associates L P cut 0.70% → 0.30%
- John Rogers - Ariel Investments closed was 0.42%
- First Eagle Investment Management cut <0.01% → <0.01%
- Thomas Russo - Gardner Russo & Quinn cut <0.01% → <0.01%
Bought by
- Stanley Druckenmiller - Duquesne Family Office opened 0.34% of book
TFC: every holder and its history
9 MPC Marathon Pete Corp. 0 bought · 1 sold −$1.2B
Sold by
- Paul Singer - Elliott Investment Management closed was 7.4%
Bought by

No manager bought.

MPC: every holder and its history
10 PM Philip Morris International 2 bought · 5 sold −$1.1B
Sold by
- Dan Sundheim - D1 Capital Partners cut 10.4% → 7.7%
- Terry Smith - Fundsmith cut 6.0% → 5.8%
- Stephen Mandel - Lone Pine Capital cut 5.5% → 4.1%
- Andreas Halvorsen - Viking Global Investors cut 4.2% → 4.0%
- John Rogers - Ariel Investments cut 0.35% → 0.22%
Bought by
- Stanley Druckenmiller - Duquesne Family Office added 3.1% → 4.7%
- Murray Stahl - Horizon Kinetics Asset Management added 0.04% → 0.07%
PM: every holder and its history

Not counted as selling: 141 mergers and delistings.

Ranked by dollars, single large books set the order: 3 of these 20 names were traded by one or two managers.

Opened and closed

New positions started from zero, and positions sold down to zero. IPOs, spin-offs and mergers are left out.

Opened by the most managers

FLUT Flutter Entmt PLC 6 managers avg 2.6% of book · Tom Bancroft - Makaira Partners, Chase Coleman - Tiger Global Management and 4 more
Opened by
- Tom Bancroft - Makaira Partners opened 6.1% of book
- Chase Coleman - Tiger Global Management opened 3.4% of book
- Andreas Halvorsen - Viking Global Investors opened 2.2% of book
- Ryan Packard - Hiddenite Capital Partners opened 1.6% of book
- Dan Loeb - Third Point opened 1.6% of book
- Senator Investment Group opened 0.73% of book
FLUT: every holder and its history
TSM Taiwan Semiconductor Mfg Ltd 6 managers avg 2.4% of book · Estuary Capital Management, Nehal Chopra - Ratan Capital Management and 4 more
Opened by
- Estuary Capital Management opened 8.0% of book
- Nehal Chopra - Ratan Capital Management opened 2.4% of book
- Eric Mandelblatt - Soroban Capital Partners opened 2.3% of book
- Brad Gerstner - Altimeter Capital Management opened 1.3% of book
- Stanley Druckenmiller - Duquesne Family Office opened 0.34% of book
- Hillman Capital Management opened 0.10% of book
TSM: every holder and its history
SBUX Starbucks Corp. 6 managers avg 1.7% of book · Nehal Chopra - Ratan Capital Management, Stephen Mandel - Lone Pine Capital and 4 more
Opened by
- Nehal Chopra - Ratan Capital Management opened 3.3% of book
- Stephen Mandel - Lone Pine Capital opened 2.9% of book
- Dan Sundheim - D1 Capital Partners opened 2.2% of book
- Davidson Kempner Capital Management opened 1.1% of book
- Andreas Halvorsen - Viking Global Investors opened 0.59% of book
- Stanley Druckenmiller - Duquesne Family Office opened 0.17% of book
SBUX: every holder and its history
AVGO Broadcom Inc. 5 managers avg 1.4% of book · Nehal Chopra - Ratan Capital Management, Stanley Druckenmiller - Duquesne Family Office and 3 more
Opened by
- Nehal Chopra - Ratan Capital Management opened 3.1% of book
- Stanley Druckenmiller - Duquesne Family Office opened 1.4% of book
- Lee Ainslie - Maverick Capital opened 1.2% of book
- Brad Gerstner - Altimeter Capital Management opened 1.0% of book
- Davidson Kempner Capital Management opened 0.35% of book
AVGO: every holder and its history
SIRI Sirius Xm Holdings Inc. 5 managers avg 0.40% of book · Wallace Weitz - Weitz Investment Management, Francis Chou - Chou Associates Management and 3 more
Opened by
- Wallace Weitz - Weitz Investment Management opened 1.5% of book
- Francis Chou - Chou Associates Management opened 0.35% of book
- Steven Check - Check Capital Management opened 0.12% of book
- Murray Stahl - Horizon Kinetics Asset Management opened 0.02% of book
- Lee Ainslie - Maverick Capital opened 0.02% of book
SIRI: every holder and its history
ADSK Autodesk Inc. 4 managers avg 3.0% of book · Starboard Value, Andreas Halvorsen - Viking Global Investors and 2 more
Opened by
- Starboard Value opened 10.8% of book
- Andreas Halvorsen - Viking Global Investors opened 0.77% of book
- Stanley Druckenmiller - Duquesne Family Office opened 0.34% of book
- Mairs & Power opened <0.01% of book
ADSK: every holder and its history
GTLB Gitlab Inc. 4 managers avg 1.5% of book · Glen Kacher - Light Street Capital Management, Ryan Packard - Hiddenite Capital Partners and 2 more
Opened by
- Glen Kacher - Light Street Capital Management opened 4.5% of book
- Ryan Packard - Hiddenite Capital Partners opened 0.84% of book
- Gavin Baker - Atreides Management opened 0.65% of book
- Cathie Wood - Ark Investment Management opened 0.12% of book
GTLB: every holder and its history
AAPL Apple Inc. 4 managers avg 1.1% of book · Polen Capital Management, John Armitage - Egerton Capital (UK) and 2 more
Opened by
- Polen Capital Management opened 4.1% of book
- John Armitage - Egerton Capital (UK) opened 0.47% of book
- Sarah Ketterer - Causeway Capital Management opened <0.01% of book
- Cathie Wood - Ark Investment Management opened <0.01% of book
AAPL: every holder and its history
TSLA Tesla Inc. 4 managers avg 1.1% of book · Brad Gerstner - Altimeter Capital Management, Dan Loeb - Third Point and 2 more
Opened by
- Brad Gerstner - Altimeter Capital Management opened 2.6% of book
- Dan Loeb - Third Point opened 1.4% of book
- Andreas Halvorsen - Viking Global Investors opened 0.42% of book
- David Katz - Matrix Asset Advisors opened 0.02% of book
TSLA: every holder and its history
BNTX Biontech Se 4 managers avg 0.38% of book · David Witzke - Avidity Partners Management, Palo Alto Investors and 2 more
Opened by
- David Witzke - Avidity Partners Management opened 0.88% of book
- Palo Alto Investors opened 0.39% of book
- Nathan Fischel - Dafna Capital Management opened 0.24% of book
- Andreas Halvorsen - Viking Global Investors opened 0.02% of book
BNTX: every holder and its history

Closed out by the most managers

META Meta Platforms Inc. 7 managers was avg 0.91% of book · Lee Ainslie - Maverick Capital, Gavin Baker - Atreides Management and 5 more
Closed by
- Lee Ainslie - Maverick Capital closed was 2.8%
- Gavin Baker - Atreides Management closed was 1.4%
- Grant Wonders - Voyager Global Management closed was 1.1%
- Prem Watsa - Fairfax Financial Holdings closed was 0.55%
- Andreas Halvorsen - Viking Global Investors closed was 0.52%
- Chris James - Meritage Group closed was <0.01%
- Polen Capital Management closed was <0.01%
META: every holder and its history
MU Micron Technology Inc. 7 managers was avg 0.76% of book · Ben Hoskin - Value Aligned Research Advisors, Alex Sacerdote - Whale Rock Capital Management and 5 more
Closed by
- Ben Hoskin - Value Aligned Research Advisors closed was 3.7%
- Alex Sacerdote - Whale Rock Capital Management closed was 0.83%
- Dan Loeb - Third Point closed was 0.41%
- Spencer Waxman - Shannon River Fund Management closed was 0.22%
- George Soros - Soros Fund Management closed was 0.07%
- Don Yacktman - Yacktman Asset Management closed was 0.04%
- Ron Baron - Bamco Inc. (Baron Capital) closed was <0.01%
MU: every holder and its history
AAPL Apple Inc. 5 managers was avg 0.71% of book · Alex Sacerdote - Whale Rock Capital Management, Brad Gerstner - Altimeter Capital Management and 3 more
Closed by
- Alex Sacerdote - Whale Rock Capital Management closed was 1.6%
- Brad Gerstner - Altimeter Capital Management closed was 0.85%
- Davidson Kempner Capital Management closed was 0.52%
- George Soros - Soros Fund Management closed was 0.38%
- Stanley Druckenmiller - Duquesne Family Office closed was 0.18%
AAPL: every holder and its history
NVDA Nvidia Corporation 4 managers was avg 3.9% of book · Spencer Waxman - Shannon River Fund Management, Mala Gaonkar - Surgocap Partners and 2 more
Closed by
- Spencer Waxman - Shannon River Fund Management closed was 8.2%
- Mala Gaonkar - Surgocap Partners closed was 6.2%
- Stanley Druckenmiller - Duquesne Family Office closed was 0.91%
- Ram Parameswaran - Octahedron Capital Management closed was 0.43%
NVDA: every holder and its history
DELL Dell Technologies Inc. 4 managers was avg 3.0% of book · Nehal Chopra - Ratan Capital Management, Glen Kacher - Light Street Capital Management and 2 more
Closed by
- Nehal Chopra - Ratan Capital Management closed was 6.0%
- Glen Kacher - Light Street Capital Management closed was 4.0%
- Ben Jacobs - Anomaly Capital Management closed was 1.0%
- Brad Gerstner - Altimeter Capital Management closed was 1.0%
DELL: every holder and its history
QCOM Qualcomm Inc. 4 managers was avg 2.3% of book · Mala Gaonkar - Surgocap Partners, Alex Sacerdote - Whale Rock Capital Management and 2 more
Closed by
- Mala Gaonkar - Surgocap Partners closed was 7.3%
- Alex Sacerdote - Whale Rock Capital Management closed was 1.9%
- Glen Kacher - Light Street Capital Management closed was 0.07%
- Lee Ainslie - Maverick Capital closed was 0.03%
QCOM: every holder and its history
MRVL Marvell Technology Inc. 4 managers was avg 2.0% of book · Gavin Baker - Atreides Management, Dan Sundheim - D1 Capital Partners and 2 more
Closed by
- Gavin Baker - Atreides Management closed was 5.8%
- Dan Sundheim - D1 Capital Partners closed was 1.8%
- Nehal Chopra - Ratan Capital Management closed was 0.42%
- Ron Baron - Bamco Inc. (Baron Capital) closed was 0.04%
MRVL: every holder and its history
AVGO Broadcom Inc. 4 managers was avg 1.5% of book · Muhlenkamp & Co., Andreas Halvorsen - Viking Global Investors and 2 more
Closed by
- Muhlenkamp & Co. closed was 4.1%
- Andreas Halvorsen - Viking Global Investors closed was 1.8%
- Spencer Waxman - Shannon River Fund Management closed was 0.18%
- George Soros - Soros Fund Management closed was 0.01%
AVGO: every holder and its history
INTC Intel Corp. 4 managers was avg 1.4% of book · Estuary Capital Management, James Silverman - Opaleye Management and 2 more
Closed by
- Estuary Capital Management closed was 4.3%
- James Silverman - Opaleye Management closed was 1.1%
- David Witzke - Avidity Partners Management closed was 0.16%
- Richard Pzena - Pzena Investment Management closed was <0.01%
INTC: every holder and its history
APH Amphenol Corp. 4 managers was avg 1.2% of book · Brad Gerstner - Altimeter Capital Management, Philippe Laffont - Coatue Management and 2 more
Closed by
- Brad Gerstner - Altimeter Capital Management closed was 2.0%
- Philippe Laffont - Coatue Management closed was 1.6%
- Lee Ainslie - Maverick Capital closed was 1.2%
- David Katz - Matrix Asset Advisors closed was 0.02%
APH: every holder and its history

Where the money went

Net bought by sector, with price moves taken out. Pick a sector to see its names.

Industrials gained weight (+0.7 pts) even though managers sold $871M of it: weight follows price, not buying. Names without a sector (funds, foreign listings, private shares): −$716M.

Who moved the most

The biggest new positions, measured against each manager’s own book, and the managers that traded the most of theirs.

Biggest new bets

King Street Capital Management opened SGRY · Surgery Partners Inc. 31.8% of book
Jana Partners Management opened LW · Lamb Weston Hldgs Inc. 11.9% of book
Starboard Value opened ADSK · Autodesk Inc. 10.8% of book
Pat Dorsey - Dorsey Asset Management opened APP · Applovin Corp. 9.8% of book
Mala Gaonkar - Surgocap Partners opened META · Meta Platforms Inc. 8.7% of book
Sachem Head Capital Management opened APD · Air Products & Chemicals, Inc. 8.6% of book

Most active managers

Estuary Capital Management 6 opened · 6 closed · +$111M net 87% of book traded
Dan Sundheim - D1 Capital Partners 10 opened · 12 closed · −$1.6B net 77% of book traded
Stanley Druckenmiller - Duquesne Family Office 30 opened · 21 closed · −$361M net 70% of book traded
Gavin Baker - Atreides Management 6 opened · 11 closed · −$229M net 69% of book traded
Alex Roepers - Atlantic Investment Management 0 opened · 5 closed · −$5M net 69% of book traded
Andreas Halvorsen - Viking Global Investors 21 opened · 19 closed · −$29M net 67% of book traded

What they hold

Most owned counts managers, with the change since last quarter. Largest is the share of the combined book, by dollars, so the biggest books lead it. Highest conviction is the average position among holders, three or more.

Most owned

1 GOOG / GOOGL Alphabet 68 managers −3
2 MSFT Microsoft Corp. 60 managers −1
3 AMZN Amazon Com Inc. 47 managers no change
4 META Meta Platforms Inc. 41 managers −4
5 BRK.B / BRK.A Berkshire Hathaway 36 managers −1
6 AAPL Apple Inc. 34 managers −1
7 V Visa Inc. 33 managers +3
8 TSM Taiwan Semiconductor Mfg Ltd 30 managers +3
9 MA Mastercard Inc. 28 managers no change
10 UNH Unitedhealth Group Inc. 27 managers −2

Largest

1 AAPL Apple Inc. 6.4% held by 34
2 MSFT Microsoft Corp. 3.5% held by 60
3 AXP American Express Co. 3.0% held by 16
4 GOOG / GOOGL Alphabet 3.0% held by 68
5 BAC Bank Amer Corp. 2.7% held by 22
6 META Meta Platforms Inc. 2.1% held by 41
7 KO Coca Cola Co. 2.0% held by 11
8 AMZN Amazon Com Inc. 1.8% held by 47
9 MCO Moodys Corp. 1.5% held by 19
10 BRK.B / BRK.A Berkshire Hathaway 1.5% held by 36

Highest conviction

1 CVNA Carvana Co. avg 21.4% held by 9
2 HOOD Robinhood Markets Inc. avg 17.9% held by 3
3 LOAR Loar Holdings Inc. avg 15.4% held by 3
4 CEIXEUR Consol Energy Inc. New avg 13.3% held by 3
5 BRK.B / BRK.A Berkshire Hathaway avg 10.6% held by 36
6 TDG Transdigm Group Inc. avg 9.9% held by 7
7 SNX Td Synnex Corporation avg 9.6% held by 5
8 UTHR United Therapeutics Corp. avg 9.6% held by 3
9 FICO Fair Isaac Corp. avg 9.2% held by 6
10 LBTYK Liberty Global Ltd avg 9.2% held by 3

See all 2,411 names

Did the combined book beat SPY?

Each quarter’s combined book held to the next quarter-end, at the 13Fs’ own prices. Price only, no dividends, and today’s managers throughout. Nobody could have copied it: 13Fs arrive about 45 days after the quarter ends.

Combined book, 8 quarters +33.3% SPY +37.2% Difference −3.9 pts

2024 Q2, the start +0.0% Combined book +0.0% SPY 2024 Q3, since 2024 Q2 +6.9% Combined book +5.4% SPY That quarter: book +6.9%, SPY +5.4% 2024 Q4, since 2024 Q2 +8.1% Combined book +7.7% SPY That quarter: book +1.1%, SPY +2.1% 2025 Q1, since 2024 Q2 +6.0% Combined book +2.8% SPY That quarter: book −2.0%, SPY −4.6% 2025 Q2, since 2024 Q2 +14.5% Combined book +13.5% SPY That quarter: book +8.0%, SPY +10.5% 2025 Q3, since 2024 Q2 +21.7% Combined book +22.4% SPY That quarter: book +6.3%, SPY +7.8% 2025 Q4, since 2024 Q2 +24.9% Combined book +25.3% SPY That quarter: book +2.6%, SPY +2.4% 2026 Q1, since 2024 Q2 +19.6% Combined book +19.5% SPY That quarter: book −4.2%, SPY −4.6% 2026 Q2, since 2024 Q2 +33.3% Combined book +37.2% SPY That quarter: book +11.5%, SPY +14.8%

Quarter by quarter

Quarter	Each manager once	By dollars	SPY	Book − SPY	Managers
2026 Q2	+14.5%	+11.5%	+14.8%	−3.4 pts	133
2026 Q1	−4.4%	−4.2%	−4.6%	+0.4 pts	136
2025 Q4	+2.1%	+2.6%	+2.4%	+0.2 pts	136
2025 Q3	+9.1%	+6.3%	+7.8%	−1.5 pts	136
2025 Q2	+11.6%	+8.0%	+10.5%	−2.4 pts	136
2025 Q1	−3.8%	−2.0%	−4.6%	+2.6 pts	136
2024 Q4	+2.6%	+1.1%	+2.1%	−1.0 pts	134
2024 Q3	+7.5%	+6.9%	+5.4%	+1.5 pts	133

All 2,411 names

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257 matching names.

Ticker	Company	Sector	Held by	Weight, $	Net bought	Bought / sold	Opened / closed
BRK.B / BRK.A	Berkshire Hathaway	Financials	36 −1	1.5%	−$1.7B	0 / 13	0 / 1
V	Visa Inc.	Financials	33 +3	1.2%	+$679M	9 / 9	3 / 0
MA	Mastercard Inc.	Financials	28	0.72%	−$534M	6 / 10	1 / 1
BAC	Bank Amer Corp.	Financials	22 +1	2.7%	−$8.9B	3 / 6	2 / 1
JPM	Jpmorgan Chase & Co.	Financials	20	0.28%	+$2M	2 / 6	0 / 0
MCO	Moodys Corp.	Financials	19 +2	1.5%	−$572M	3 / 6	2 / 0
WFC	Wells Fargo & Co.	Financials	19	0.60%	−$419M	1 / 4	0 / 0
AXP	American Express Co.	Financials	16	3.0%	−$186M	0 / 3	0 / 0
SPGI	S&P Global Inc.	Financials	16 +2	0.54%	−$167M	4 / 3	2 / 0
COF	Capital One Financial Corp.	Financials	14 +2	0.68%	−$370M	3 / 3	2 / 0
SCHW	The Charles Schwab Corp.	Financials	14	0.68%	+$679M	4 / 4	1 / 1
C	Citigroup Inc.	Financials	13 +1	0.56%	+$47M	2 / 2	1 / 0
GS	The Goldman Sachs Group, Inc.	Financials	13 −1	0.24%	−$225M	0 / 9	0 / 1
PYPL	Paypal Hldgs Inc.	Financials	13 +2	0.09%	+$276M	5 / 3	2 / 0
AON	Aon PLC	Financials	12 +1	0.26%	+$193M	4 / 3	2 / 1
KKR	Kkr & Co. L P Del	Financials	12 −1	0.23%	−$388M	4 / 8	1 / 2
NU	Nu Hldgs Ltd	Financials	11 −1	0.22%	−$536M	1 / 8	0 / 1
PGR	Progressive Corp.	Financials	11	0.15%	+$155M	1 / 5	0 / 0
HDB	Hdfc Bank, Ltd.	Financials	11	0.03%	−$604M	2 / 4	1 / 1
BK	The Bank Of New York Mellon Corp.	Financials	10 −1	0.42%	−$677M	0 / 5	0 / 1
ICE	Intercontinental Exchange In	Financials	10 +1	0.32%	−$110M	3 / 3	1 / 0
MSCI	Msci Inc.	Financials	10 −3	0.21%	−$26M	3 / 5	0 / 3
USB	US Bancorp Del	Financials	10	0.20%	+$356M	2 / 4	1 / 1
LPLA	Lpl Finl Hldgs Inc.	Financials	10 +2	0.09%	+$352M	7 / 3	3 / 1
WTW	Willis Towers Watson PLC Ltd	Financials	9	0.24%	−$133M	1 / 1	0 / 0
TFC	Truist Financial Corp.	Financials	8	0.10%	−$1.4B	1 / 5	1 / 1
CB	Chubb Limited	Financials	7 +3	0.58%	+$30M	3 / 1	3 / 0
APO	Apollo Global Mgmt Inc.	Financials	7 −1	0.17%	−$351M	0 / 4	0 / 1
FCNCA	First Ctzns Bancshares Inc. N	Financials	7 +1	0.15%	−$72M	3 / 2	1 / 0
MMC	Marsh & Mclennan Company Inc.	Financials	7	0.09%	+$73M	1 / 1	0 / 0
IBKR	Interactive Brokers Group In	Financials	7	0.09%	+$29M	2 / 1	0 / 0
MKL	Markel Group, Inc.	Financials	7	0.05%	+$5M	0 / 1	0 / 0
CIGI	Colliers Intl Group Inc.	Financials	7 +1	0.05%	+$36M	2 / 3	1 / 0
NDAQ	Nasdaq Inc.	Financials	6 +1	0.07%	−$210M	3 / 2	2 / 1
ALL	Allstate Corp.	Financials	6 −1	0.04%	+$20M	2 / 3	0 / 1
CACC	Credit Accep Corp. Mich	Financials	6	0.04%	+$9M	2 / 1	0 / 0
BX	Blackstone Inc.	Financials	6 −1	0.03%	+$8M	3 / 4	1 / 2
CME	Cme Group Inc.	Financials	6	0.03%	−$16M	1 / 2	0 / 0
PNC	Pnc Financial Services Group, Inc.	Financials	6	<0.01%	−$2M	0 / 3	0 / 0
SYF	Synchrony Financial	Financials	6 +1	<0.01%	+$44M	2 / 1	1 / 0
TROW	Price T Rowe Group Inc.	Financials	6 −1	<0.01%	−$10M	0 / 1	0 / 1
ALLY	Ally Finl Inc.	Financials	5 +1	0.13%	+$39M	2 / 0	1 / 0
BAP	Credicorp, Ltd.	Financials	5	0.09%	−$8M	2 / 1	0 / 0
EQH	Equitable Hldgs Inc.	Financials	5	0.08%	−$211M	1 / 2	0 / 0
FNF	Fidelity National Financial	Financials	5 −1	0.06%	−$125M	1 / 3	0 / 1
IVZ	Invesco Ltd.	Financials	5	0.03%	−$70M	1 / 1	0 / 0
BEKE	Ke Holdings Inc., Class A, Adr	Financials	5	0.02%	−$7M	0 / 2	0 / 0
KSPI	Kaspi Kz Jsc	Financials	5	<0.01%	+$18M	1 / 2	0 / 0
MTB	M & T Bk Corp.	Financials	5 +1	<0.01%	+$13M	1 / 1	1 / 0
TRV	The Travelers Co., Inc.	Financials	5	<0.01%	−$492K	0 / 0	0 / 0
STT	State Street Corp.	Financials	4 −1	0.12%	−$312M	1 / 3	0 / 1
AIG	American Intl Group Inc.	Financials	4 −2	0.12%	−$312M	0 / 3	0 / 2
FOUR	Shift4 Pmts Inc.	Financials	4	0.05%	+$82M	1 / 3	0 / 0
BLK	Blackrock Inc.	Financials	4 −2	0.05%	−$713M	0 / 3	0 / 2
CG	Carlyle Group Inc.	Financials	4	0.05%	−$27M	0 / 1	0 / 0
RNR	Renaissancere Hldgs Ltd	Financials	4 +1	0.04%	+$46M	1 / 1	1 / 0
AMP	Ameriprise Financial, Inc.	Financials	4	0.04%	−$329M	1 / 2	0 / 0
AMG	Affiliated Managers Group In	Financials	4 +1	0.03%	−$19M	1 / 2	1 / 0
OMF	Onemain Hldgs Inc.	Financials	4	0.03%	+$11M	1 / 1	0 / 0
LAZ	Lazard Inc.	Financials	4	0.02%	−$4M	0 / 1	0 / 0
JEF	Jefferies Finl Group Inc.	Financials	4	0.02%	−$92M	0 / 1	0 / 0
TW	Tradeweb Mkts Inc.	Financials	4	0.01%	−$4M	1 / 0	0 / 0
HLI	Houlihan Lokey Inc.	Financials	4 +1	0.01%	−$25M	1 / 3	1 / 0
ITUB	Itau Unibanco Holding SA	Financials	4	0.01%	+$20M	3 / 0	0 / 0
MS	Morgan Stanley	Financials	4	<0.01%	+$187K	1 / 0	0 / 0
BCS	Barclays PLC	Financials	4	<0.01%	−$120K	1 / 1	0 / 0
CFG	Citizens Financial Group Inc.	Financials	4 +1	<0.01%	−$11M	1 / 2	1 / 0
BGC	Bgc Group Inc.	Financials	4	<0.01%	+$3M	2 / 0	0 / 0
WRB	Wr Berkley Corp.	Financials	4	<0.01%	+$14M	4 / 0	0 / 0
NWG	Natwest Group PLC	Financials	4	<0.01%	−$8M	1 / 3	0 / 0
MET	Metlife, Inc.	Financials	3 +1	0.40%	+$229M	1 / 0	1 / 0
UBS	Ubs Group AG	Financials	3 −2	0.22%	−$140M	0 / 2	0 / 2
ACGL	Arch Cap Group Ltd	Financials	3	0.19%	−$28M	1 / 0	0 / 0
FDS	Factset Resh Sys Inc.	Financials	3	0.08%	−$80M	1 / 1	0 / 0
PRI	Primerica Inc.	Financials	3	0.07%	−$159M	0 / 3	0 / 0
HOOD	Robinhood Markets Inc.	Financials	3 +1	0.07%	+$19M	1 / 1	1 / 0
KNSL	Kinsale Cap Group Inc.	Financials	3	0.06%	−$7M	2 / 0	0 / 0
CRBG	Corebridge Finl Inc.	Financials	3 −2	0.05%	−$163M	1 / 3	0 / 2
XP	Xp, Inc.	Financials	3 +1	0.05%	+$12M	1 / 1	1 / 0
WEX	Wex Inc.	Financials	3	0.02%	+$18M	1 / 1	1 / 1
NTRS	Northern Tr Corp.	Financials	3	0.02%	−$11M	0 / 1	0 / 0
FITB	Fifth Third Bancorp	Financials	3 −1	0.01%	−$5M	0 / 2	0 / 1
IBN	Icici Bank Limited	Financials	3	<0.01%	−$54M	0 / 2	0 / 0
EG	Everest Group Ltd	Financials	3 +1	<0.01%	+$101M	2 / 0	1 / 0
CBOE	Cboe Global Markets Inc.	Financials	3	<0.01%	−$23M	0 / 1	0 / 0
AXS	Axis Cap Hldgs Ltd	Financials	3 +1	<0.01%	−$41M	1 / 1	1 / 0
ONB	Old Natl Bancorp Ind	Financials	3	<0.01%	−$11M	1 / 2	0 / 0
WBS	Webster Finl Corp.	Financials	3	<0.01%	−$690K	0 / 0	0 / 0
SHG	Shinhan Financial Group Co. L	Financials	3 +1	<0.01%	+$12M	1 / 0	1 / 0
BFH	Bread Financial Holdings Inc.	Financials	3	<0.01%	+$11M	1 / 1	0 / 0
KEY	Keycorp	Financials	3 +1	<0.01%	+$2M	1 / 1	1 / 0
AFL	Aflac Inc.	Financials	3	<0.01%	−$17M	0 / 1	0 / 0
Burford Cap	Burford Cap Ltd	Financials	3	<0.01%	−$72K	0 / 0	0 / 0
KB	Kb Finl Group Inc.	Financials	3	<0.01%	−$98K	0 / 0	0 / 0
ING	Ing Groep NV	Financials	3	<0.01%	−$6M	0 / 3	0 / 0
TWFG	Twfg Inc. IPO or spin-off	Financials	3 +3	<0.01%	+$24M	3 / 0	3 / 0
LYG	Lloyds Banking Group PLC	Financials	3 +1	<0.01%	+$3M	2 / 1	1 / 0
SEIC	Sei Invts Co.	Financials	3 +1	<0.01%	+$356K	1 / 0	1 / 0
AJG	Arthur J. Gallagher	Financials	3 +1	<0.01%	+$365K	1 / 0	1 / 0
JHG	Janus Henderson Group PLC	Financials	2	0.09%	−$3M	0 / 0	0 / 0
FSV	Firstservice Corp. New	Financials	2	0.04%	−$28M	0 / 1	0 / 0
RGA	Reinsurance Grp Of America I	Financials	2	0.03%	−$34M	0 / 2	0 / 0
BHF	Brighthouse Financial, Inc.	Financials	2	0.03%	−$5M	0 / 0	0 / 0
ARES	Ares Management Corporation	Financials	2	0.03%	+$2M	1 / 1	0 / 0
MORN	Morningstar Inc.	Financials	2	0.03%	−$1M	0 / 1	0 / 0
FAF	First Amern Finl Corp.	Financials	2	0.02%	+$1M	0 / 0	0 / 0
AAMI	Brightsphere Invt Group Inc.	Financials	2 −1	0.02%	−$1M	0 / 1	0 / 1
CNS	Cohen & Steers Inc.	Financials	2	0.01%	−$3M	0 / 0	0 / 0
BBD	Banco Bradesco SA	Financials	2	0.01%	−$68M	0 / 2	0 / 0
NATL	Ncr Atleos Corporation	Financials	2	0.01%	+$11M	1 / 0	0 / 0
SOFI	Sofi Technologies Inc.	Financials	2 −1	0.01%	−$2M	1 / 2	0 / 1
HSBC	Hsbc Hldgs PLC	Financials	2	<0.01%	−$231K	0 / 0	0 / 0
GL	Globe Life Inc.	Financials	2 +1	<0.01%	+$12M	2 / 0	1 / 0
OZK	Bank Ozk Little Rock Ark	Financials	2	<0.01%	+$5M	1 / 0	0 / 0
GCMG	Gcm Grosvenor Inc.	Financials	2 +1	<0.01%	+$20M	1 / 0	1 / 0
RKT	Rocket Companies, Inc., Class A	Financials	2	<0.01%	−$934K	1 / 0	0 / 0
ASB	Associated Banc Corp.	Financials	2	<0.01%	−$2M	0 / 1	0 / 0
ITIC	Investors Title Co. Nc	Financials	2	<0.01%	−$13K	0 / 0	0 / 0
BMA	Banco Macro SA	Financials	2	<0.01%	+$10M	1 / 0	0 / 0
L	Loews Corp.	Financials	2	<0.01%	−$2M	0 / 0	0 / 0
TRUP	Trupanion Inc.	Financials	2	<0.01%	−$461K	0 / 0	0 / 0
HGTY	Hagerty Inc.	Financials	2	<0.01%	+$3M	1 / 0	0 / 0
RF	Regions Financial Corp. New	Financials	2	<0.01%	−$9K	0 / 0	0 / 0
MC	Moelis & Co.	Financials	2	<0.01%	−$2M	0 / 0	0 / 0
Kemper	Kemper Corp.	Financials	2	<0.01%	−$189K	0 / 0	0 / 0
DB	Deutsche Bank AG	Financials	2 +1	<0.01%	+$298K	1 / 0	1 / 0
NTB	Bank Of N.t. Butterfield & Son Limited	Financials	2	<0.01%	−$355K	0 / 0	0 / 0
GSHD	Goosehead Ins Inc.	Financials	2 −1	<0.01%	−$5M	0 / 2	0 / 1
NMIH	Nmi Hldgs Inc.	Financials	2	<0.01%	−$161K	0 / 0	0 / 0
ORI	Old Republic International Corp.	Financials	2	<0.01%	−$11M	0 / 1	0 / 0
LNC	Lincoln Natl Corp. Ind	Financials	2	<0.01%	+$4M	2 / 0	0 / 0
WULF	Terawulf Inc.	Financials	2 +1	<0.01%	+$18M	2 / 0	1 / 0
ABCB	Ameris Bancorp	Financials	2 +1	<0.01%	+$10M	1 / 0	1 / 0
HUT	Hut 8 Corp.	Financials	2 +1	<0.01%	+$12M	1 / 1	1 / 0
NOAH	Noah Holdings Ltd., Class A, Ads	Financials	2	<0.01%	−$190K	0 / 0	0 / 0
IREN	Iris Energy Ltd	Financials	2 +1	<0.01%	+$6M	1 / 0	1 / 0
STC	Stewart Information Svcs Cor	Financials	2	<0.01%	−$613K	0 / 0	0 / 0
BTDR	Bitdeer Technologies Group	Financials	2 +1	<0.01%	+$10M	1 / 0	1 / 0
WTM	White Mtns Ins Group Ltd	Financials	2	<0.01%	+$10M	1 / 0	0 / 0
FHN	First Horizon Corporation IPO or spin-off	Financials	2 +2	<0.01%	+$11M	2 / 0	2 / 0
HBAN	Huntington Bancshares Inc.	Financials	2 +1	<0.01%	+$10M	1 / 0	1 / 0
PB	Prosperity Bancshares Inc.	Financials	2	<0.01%	−$562K	0 / 1	0 / 0
AHRT	Armada Hoffler Pptys Inc.	Financials	2	<0.01%	−$2M	0 / 1	0 / 0
EEFT	Euronet Worldwide Inc.	Financials	2	<0.01%	−$114K	1 / 1	0 / 0
FHI	Federated Hermes Inc.	Financials	2	<0.01%	−$129K	0 / 1	0 / 0
PGY	Pagaya Technologies Ltd	Financials	2 +1	<0.01%	+$1M	1 / 1	1 / 0
JKHY	Jack Henry & Associates	Financials	2	<0.01%	+$21K	0 / 0	0 / 0
MKTX	Marketaxess Hldgs Inc.	Financials	2	<0.01%	+$169K	2 / 0	0 / 0
CM	Canadian Imperial Bk Comm	Financials	2 +1	<0.01%	+$644K	1 / 0	1 / 0
SMFG	Sumitomo Mitsui Finl Group I	Financials	2	<0.01%	−$75K	0 / 2	0 / 0
AEG	Aegon, Ltd.	Financials	1	0.05%	−$2M	0 / 0	0 / 0
BRO	Brown & Brown Inc.	Financials	1	0.02%	+$248K	0 / 0	0 / 0
VOYA	Voya Financial Inc.	Financials	1	0.02%	−$228K	0 / 0	0 / 0
FG	F&G Annuities & Life Inc.	Financials	1	0.02%	−$27M	0 / 1	0 / 0
BOKF	Bok Finl Corp.	Financials	1	0.01%	−$6M	0 / 0	0 / 0
RLI	Rli Corp.	Financials	1	0.01%	$0	0 / 0	0 / 0
CNO	Cno Finl Group Inc.	Financials	1	0.01%	−$51M	0 / 1	0 / 0
BWIN	The Baldwin Insurance Grp In	Financials	1 −1	0.01%	−$21M	0 / 2	0 / 1
AIZ	Assurant, Inc.	Financials	1	0.01%	−$9M	0 / 1	0 / 0
RWAY	Runway Growth Finance Corp.	Financials	1	<0.01%	$0	0 / 0	0 / 0
PFG	Principal Financial Group In	Financials	1	<0.01%	−$29M	0 / 1	0 / 0
HCI	Hci Group Inc.	Financials	1	<0.01%	+$8M	1 / 0	0 / 0
FIHL	Fidelis Insurance Holdings L	Financials	1	<0.01%	+$14M	1 / 0	0 / 0
GDOT	Green Dot Corp.	Financials	1	<0.01%	$0	0 / 0	0 / 0
COLB	Columbia Bkg Sys Inc.	Financials	1	<0.01%	−$5M	0 / 1	0 / 0
FUTU	Futu Hldgs Ltd IPO or spin-off	Financials	1 +1	<0.01%	+$55M	1 / 0	1 / 0
AOMR	Angel Oak Mortgage Reit Inc.	Financials	1	<0.01%	−$23M	0 / 1	0 / 0
WSFS	Wsfs Finl Corp.	Financials	1	<0.01%	−$4M	0 / 1	0 / 0
QFIN	Qifu Technology Inc.	Financials	1	<0.01%	+$3M	1 / 0	0 / 0
PUK	Prudential PLC	Financials	1	<0.01%	+$742K	0 / 0	0 / 0
ABR	Arbor Realty Trust Inc.	Financials	1	<0.01%	+$1M	0 / 0	0 / 0
THG	Hanover Ins Group Inc.	Financials	1	<0.01%	+$2M	1 / 0	0 / 0
UPST	Upstart Hldgs Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
UVSP	Univest Financial Corporatio	Financials	1	<0.01%	−$2M	0 / 1	0 / 0
OCSL	Oaktree Specialty Lending Corp.	Financials	1	<0.01%	$0	0 / 0	0 / 0
FINV	Finvolution Group	Financials	1	<0.01%	+$2M	1 / 0	0 / 0
PRG	Prog Holdings Inc.	Financials	1	<0.01%	−$16M	0 / 1	0 / 0
EVR	Evercore Inc.	Financials	1 −1	<0.01%	−$31M	0 / 1	0 / 1
Seacoast Bkg	Seacoast Bkg Corp. Fla	Financials	1	<0.01%	+$962K	1 / 0	0 / 0
SLQT	Selectquote Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
RDN	Radian Group Inc.	Financials	1	<0.01%	+$430K	0 / 0	0 / 0
TRC	Tejon Ranch Co.	Financials	1	<0.01%	−$173K	0 / 0	0 / 0
BNS	Bank Of Nova Scotia	Financials	1	<0.01%	$0	0 / 0	0 / 0
DCOM	Dime Cmnty Bancshares Inc.	Financials	1	<0.01%	+$1M	1 / 0	0 / 0
Grupo Financiero	Grupo Financiero Galicia S.a	Financials	1	<0.01%	−$5M	0 / 1	0 / 0
FPH	Five Point Holdings LLC - Cl A	Financials	1	<0.01%	$0	0 / 0	0 / 0
AX	Axos Financial Inc.	Financials	1 −1	<0.01%	−$3M	0 / 1	0 / 1
FOA	Finance Of America Cos Inc.	Financials	1	<0.01%	+$9M	1 / 0	0 / 0
JXN	Jackson Financial Inc.	Financials	1	<0.01%	−$1M	0 / 1	0 / 0
UMBF	Umb Financial Corporation	Financials	1	<0.01%	−$4M	0 / 1	0 / 0
PWP	Perella Weinberg Partners	Financials	1	<0.01%	+$2M	1 / 0	0 / 0
EHTH	Ehealth Inc.	Financials	1	<0.01%	−$11K	0 / 0	0 / 0
STEP	Stepstone Group Inc.	Financials	1 −1	<0.01%	−$501K	0 / 1	0 / 1
HLNE	Hamilton Lane Inc.	Financials	1 −1	<0.01%	−$8M	0 / 2	0 / 1
WTFC	Wintrust Finl Corp.	Financials	1	<0.01%	−$2M	0 / 1	0 / 0
QCRH	Qcr Holdings Inc.	Financials	1	<0.01%	−$1M	0 / 1	0 / 0
PRA	Proassurance Corp.	Financials	1	<0.01%	−$1K	0 / 0	0 / 0
CFR	Cullen Frost Bankers Inc.	Financials	1	<0.01%	−$1M	0 / 1	0 / 0
ECPG	Encore Capital Group Inc.	Financials	1	<0.01%	+$16K	0 / 0	0 / 0
VLY	Valley Natl Bancorp	Financials	1	<0.01%	+$2M	1 / 0	0 / 0
CORZ	Core Scientific Inc. New IPO or spin-off	Financials	1 +1	<0.01%	+$8M	1 / 0	1 / 0
FRPH	Frp Holdings Inc.	Financials	1	<0.01%	−$3K	0 / 0	0 / 0
SII	Sprott Inc.	Financials	1	<0.01%	−$20K	0 / 0	0 / 0
SBSI	Southside Bancshares Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
GBCI	Glacier Bancorp Inc. New	Financials	1	<0.01%	−$2M	0 / 1	0 / 0
CHCO	Studio City Intl Hldgs Ltd	Financials	1	<0.01%	$0	0 / 0	0 / 0
ALRM	Alarm Com Hldgs Inc.	Financials	1 −1	<0.01%	−$2M	0 / 2	0 / 1
ROOT	Root Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
WU	Western Un Co.	Financials	1 −1	<0.01%	−$4M	0 / 1	0 / 1
RELY	Remitly Global Inc.	Financials	1	<0.01%	+$3M	1 / 0	0 / 0
CET	Central Securities Corporation	Financials	1	<0.01%	$0	0 / 0	0 / 0
KWY	Kingsway Finl Svcs Inc.	Financials	1	<0.01%	+$49K	0 / 0	0 / 0
BKKT	Bakkt Holdings Inc.	Financials	1	<0.01%	−$469K	0 / 1	0 / 0
CNA	Cna Financial IPO or spin-off	Financials	1 +1	<0.01%	+$4M	1 / 0	1 / 0
MUFG	Mitsubishi Ufj Finl Group In	Financials	1	<0.01%	−$489K	0 / 1	0 / 0
RYAN	Ryan Specialty Holdings	Financials	1	<0.01%	−$21K	0 / 0	0 / 0
SRG	Seritage Growth Pptys	Financials	1	<0.01%	$0	0 / 0	0 / 0
ALRS	Alerus Finl Corp.	Financials	1	<0.01%	−$5K	0 / 0	0 / 0
PDLB	Ponce Financial Group Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
WT	Wisdomtree Inc.	Financials	1	<0.01%	−$53K	0 / 0	0 / 0
EBC	Eastern Bankshares Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
TD	Toronto Dominion Bk Ont	Financials	1	<0.01%	+$561K	1 / 0	0 / 0
PBFS	Pioneer Bancorp Inc. Md	Financials	1	<0.01%	$0	0 / 0	0 / 0
CASH	Pathward Financial Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
HOMB	Home Bancshares Inc.	Financials	1	<0.01%	−$542K	0 / 1	0 / 0
CIA	Citizens Inc.	Financials	1	<0.01%	+$243K	1 / 0	0 / 0
FHB	First Hawaiian Inc.	Financials	1 −1	<0.01%	−$7M	0 / 2	0 / 1
CCAP	Crescent Capital Bdc Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
FULT	Fulton Finl Corp.	Financials	1	<0.01%	−$600K	0 / 1	0 / 0
RMT	Royce Micro-Cap Tr Inc.	Financials	1	<0.01%	−$9K	0 / 0	0 / 0
Pagseguro Digital	Pagseguro Digital Ltd	Financials	1	<0.01%	+$234K	1 / 0	0 / 0
FRFHF	Fairfax Financial	Financials	1	<0.01%	$0	0 / 0	0 / 0
SAN	Banco Santander S.a.	Financials	1	<0.01%	+$988K	1 / 0	0 / 0
MBI	Mbia Inc.	Financials	1 −1	<0.01%	−$20M	0 / 1	0 / 1
RILY	B. Riley Financial Inc. IPO or spin-off	Financials	1 +1	<0.01%	+$1M	1 / 0	1 / 0
VCTR	Victory Cap Hldgs Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
BXMT	Blackstone Mtg Tr Inc.	Financials	1	<0.01%	+$266K	1 / 0	0 / 0
BMO	Bank Montreal Que	Financials	1	<0.01%	−$104K	0 / 1	0 / 0
Intercorp Financial	Intercorp Financial Services, Inc.	Financials	1	<0.01%	−$30K	0 / 0	0 / 0
RJF	Raymond James Finl Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
DOUG	Douglas Elliman Inc. IPO or spin-off	Financials	1 +1	<0.01%	+$384K	1 / 0	1 / 0
UFCS	United Fire Group Inc.	Financials	1	<0.01%	−$207K	0 / 1	0 / 0
BOH	Bank Hawaii Corp.	Financials	1	<0.01%	$0	0 / 0	0 / 0
UNM	Unum Group	Financials	1	<0.01%	−$15K	0 / 1	0 / 0
OBT	Orange County Bancorp	Financials	1	<0.01%	$0	0 / 0	0 / 0
HIG	Hartford Finl Svcs Group Inc.	Financials	1	<0.01%	−$37K	0 / 1	0 / 0
OBDC	Blue Owl Capital Corp.	Financials	1	<0.01%	$0	0 / 0	0 / 0
BBDC	Barings Bdc Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
ABX	Abacus Life Inc. merger or delisting	Financials	0 −1	<0.01%	−$1M	0 / 1	0 / 1
BANC	Banc Of California Inc. merger or delisting	Financials	0 −1	<0.01%	−$16M	0 / 1	0 / 1
BEN	Franklin Resources Inc. merger or delisting	Financials	0 −1	<0.01%	−$22M	0 / 1	0 / 1
BOW	Bowhead Specialty Hldgs Inc. merger or delisting	Financials	0 −2	<0.01%	−$2M	0 / 2	0 / 2
CIFR	Cipher Mining Inc. merger or delisting	Financials	0 −1	<0.01%	−$1M	0 / 1	0 / 1
CINF	Cincinnati Finl Corp. merger or delisting	Financials	0 −1	<0.01%	−$263K	0 / 1	0 / 1
COMP	Compass Inc. merger or delisting	Financials	0 −1	<0.01%	−$8M	0 / 1	0 / 1
OWL	Blue Owl Capital Inc. merger or delisting	Financials	0 −1	<0.01%	−$2M	0 / 1	0 / 1
RIOT	Riot Platforms Inc. merger or delisting	Financials	0 −1	<0.01%	−$1M	0 / 1	0 / 1

How the numbers work

Same managers in both quarters

Changes compare only managers with a 13F in both 2024 Q2 and 2024 Q3: 133 this time. New in 2024 Q3: Rule One Partners.

Buying versus price

Each holding’s dollar change splits into price (what last quarter’s shares earned by this quarter’s 13F price) and net bought (shares added or cut, times this quarter’s price), using each 13F’s own values. The two add back to the change exactly. Stock splits are adjusted first.

Who counts as a buyer or a seller

A manager bought a stock if it opened a position, or added at least 5% to its shares or a trade worth 0.25% of its book; it sold if it closed the position or cut it by the same amounts. Smaller changes count as holding, and a stock split never counts. A manager was a net buyer for the quarter when its trading added up to at least 0.25% of its book. GOOG and GOOGL count once.

IPOs, spin-offs and mergers

A stock no tracked manager held last quarter (an IPO, a spin-off, a new share class) is not counted as buying, and one nobody holds now (a merger, a delisting) is not counted as selling. Choose them under All names to see them.

Each manager once, or by dollars

By default every manager counts the same, so a list leads with what the most managers did. By dollars ranks by money moved and weighs holdings by size, so the largest books set the order.

Sectors

GICS sectors where the company has one. Funds, foreign listings and private shares have none; their buying is shown on its own, never filed under Other. Sector weights are shares of the names that have a sector.

The combined book against SPY

Each quarter-end’s combined book is held to the next quarter-end at the 13Fs’ own prices: price only, no dividends, and today’s featured managers for every quarter. SPY is the same filings’ price for SPY. It is a record of what the managers held, not something anyone could have copied, because 13Fs arrive about 45 days after the quarter ends.

What a 13F leaves out

Long US-listed stock only: no shorts, cash, bonds or foreign listings, and options are left out here.

The quarter at a glance