What the superinvestors bought and sold in 2024 Q4

136 of 137 filedholdings as of 31 Dec 2024as of today

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

82 of 134 managers were net sellers. Setting price aside, they took $52.7B out, led by Information Technology (−$23.2B), while adding to Health Care (+$7.9B). FERG was the most widely bought stock (7 bought, 0 sold); AMZN the most widely sold (23 sold, 11 bought).

Net buyers 47 of 134 managers 82 sold more than they bought · 5 about even

Net bought −$52.7B Price moves taken out; prices alone moved the book +$15.8B.

Positions opened 633 593 closed out. IPOs, spin-offs and mergers left out.

Combined book, last quarter +1.1% SPY +2.1%, 1.0 pts behind. 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 LLY Eli Lilly & Co. 8 bought · 3 sold +$1.7B
Bought by
- Stephen Mandel - Lone Pine Capital opened 4.5% of book
- Chase Coleman - Tiger Global Management added 3.7% → 3.8%
- Polen Capital Management added 1.1% → 2.7%
- John Armitage - Egerton Capital (UK) opened 2.5% of book
- Nehal Chopra - Ratan Capital Management added 2.9% → 1.9%
- Senator Investment Group added 0.93% → 1.9%
- Stanley Druckenmiller - Duquesne Family Office opened 1.3% of book
- George Soros - Soros Fund Management opened 0.39% of book
Sold by
- Philippe Laffont - Coatue Management cut 0.82% → 0.56%
- Andreas Halvorsen - Viking Global Investors closed was 0.49%
- Ron Baron - Bamco Inc. (Baron Capital) cut 0.05% → 0.04%
LLY: every holder and its history
2 HUM Humana, Inc. 4 bought · 3 sold +$1.6B
Bought by
- Richard Pzena - Pzena Investment Management added 2.6% → 3.1%
- Seth Klarman - Baupost Group opened 2.6% of book
- Dodge & Cox added 0.88% → 1.5%
- David Katz - Matrix Asset Advisors opened 0.18% of book
Sold by
- David Witzke - Avidity Partners Management cut 2.1% → 2.2%
- Starboard Value closed was 1.3%
- Lee Ainslie - Maverick Capital closed was 1.2%
HUM: every holder and its history
3 STZ Constellation Brands Inc. 3 bought · 0 sold +$1.5B
Bought by
- Dan Sundheim - D1 Capital Partners added 2.7% → 5.6%
- Warren Buffett - Berkshire Hathaway opened 0.47% of book
- Hillman Capital Management added 0.10% → 0.10%
Sold by

No manager sold.

STZ: every holder and its history
4 ELV Elevance Health Inc. 7 bought · 2 sold +$1.5B
Bought by
- Ruane, Cunniff & Goldfarb added 8.2% → 7.2%
- Dan Sundheim - D1 Capital Partners opened 4.9% of book
- Leon Cooperman - Omega Advisors added 3.8% → 3.9%
- First Eagle Investment Management added 2.3% → 2.7%
- Vulcan Value Partners added 2.4% → 2.4%
- Arnold Van Den Berg - Van Den Berg Management I added 1.7% → 1.8%
- Bill Nygren / Oakmark - Harris Associates L P opened 0.88% of book
Sold by
- Harry Burn - Sound Shore Management closed was 2.0%
- Ron Baron - Bamco Inc. (Baron Capital) closed was 0.02%
ELV: every holder and its history
5 RDDT Reddit Inc. 3 bought · 5 sold +$1.4B
Bought by
- Philippe Laffont - Coatue Management opened 3.6% of book
- Alex Sacerdote - Whale Rock Capital Management opened 2.4% of book
- Chase Coleman - Tiger Global Management added 0.14% → 1.3%
Sold by
- Gavin Baker - Atreides Management closed was 0.57%
- Cathie Wood - Ark Investment Management cut 0.21% → 0.39%
- Davidson Kempner Capital Management closed was 0.15%
- Ron Baron - Bamco Inc. (Baron Capital) cut 0.04% → 0.07%
- Marc Stad - Dragoneer Investment Group closed was 0.03%
RDDT: every holder and its history
6 SCHW The Charles Schwab Corp. 3 bought · 5 sold +$1.3B
Bought by
- Andreas Halvorsen - Viking Global Investors added 0.55% → 3.5%
- Farallon Capital Management opened 1.2% of book
- Philippe Laffont - Coatue Management opened 1.1% of book
Sold by
- Ruane, Cunniff & Goldfarb cut 7.6% → 8.7%
- Don Yacktman - Yacktman Asset Management cut 3.6% → 4.2%
- Mairs & Power cut 0.74% → 0.79%
- First Eagle Investment Management cut 0.48% → 0.52%
- John Rogers - Ariel Investments cut 0.44% → 0.46%
SCHW: every holder and its history
7 SBAC Sba Communications Corp. 3 bought · 2 sold +$1.3B
Bought by
- Grant Wonders - Voyager Global Management opened 3.8% of book
- Dodge & Cox added 0.22% → 0.87%
- Eric Mandelblatt - Soroban Capital Partners opened 0.08% of book
Sold by
- Ron Baron - Bamco Inc. (Baron Capital) cut 0.04% → 0.02%
- First Eagle Investment Management closed was <0.01%
SBAC: every holder and its history
8 CVS Cvs Health Corp. 6 bought · 6 sold +$1B
Bought by
- Prem Watsa - Fairfax Financial Holdings opened 7.8% of book
- Richard Pzena - Pzena Investment Management added 2.7% → 3.0%
- Christopher Davis - Davis Selected Advisers added 0.13% → 3.0%
- Samantha Mclemore - Patient Capital Management added 2.4% → 2.7%
- Dodge & Cox added 2.2% → 1.8%
- John Rogers - Ariel Investments added 0.40% → 0.44%
Sold by
- Sachem Head Capital Management cut 11.6% → 1.5%
- Harry Burn - Sound Shore Management closed was 2.3%
- Robert Olstein - Olstein Capital Management cut 1.8% → 0.97%
- Dan Loeb - Third Point closed was 1.3%
- David Katz - Matrix Asset Advisors cut 0.05% → 0.03%
- Murray Stahl - Horizon Kinetics Asset Management closed was 0.01%
CVS: every holder and its history
9 CMCSA Comcast Corp. 4 bought · 2 sold +$960M
Bought by
- Grant Wonders - Voyager Global Management added 8.3% → 10.9%
- First Eagle Investment Management added 2.7% → 2.9%
- Andreas Halvorsen - Viking Global Investors added 0.47% → 2.4%
- Dodge & Cox added 1.7% → 1.7%
Sold by
- Thomas Russo - Gardner Russo & Quinn cut 1.3% → 1.2%
- Thomas Gayner - Markel Group cut 0.41% → 0.32%
CMCSA: every holder and its history
10 CSGP Costar Group Inc. 5 bought · 1 sold +$895M
Bought by
- Dennis Hong - Shawspring Partners opened 8.6% of book
- Vulcan Value Partners added 5.6% → 6.1%
- Polen Capital Management opened 1.3% of book
- Chase Coleman - Tiger Global Management opened 0.88% of book
- Eric Mandelblatt - Soroban Capital Partners opened 0.45% of book
Sold by
- Andreas Halvorsen - Viking Global Investors cut 0.35% → 0.27%
CSGP: every holder and its history

Not counted as buying: 150 IPOs, spin-offs and new listings.

Most sold

1 AAPL Apple Inc. 7 bought · 15 sold −$15.7B
Sold by
- Duan Yongping - H&H International Investment closed was 74.3%
- Mala Gaonkar - Surgocap Partners closed was 8.3%
- Jensen Investment Management cut 7.1% → 7.5%
- David Rolfe - Wedgewood Partners cut 7.0% → 8.1%
- Lewis Sanders - Sanders Capital cut 6.2% → 6.4%
- Andreas Halvorsen - Viking Global Investors closed was 4.1%
- Polen Capital Management cut 4.1% → 4.2%
- Glen Kacher - Light Street Capital Management cut 3.6% → 2.4%
and 7 more
Bought by
- Alex Sacerdote - Whale Rock Capital Management opened 1.7% of book
- Davidson Kempner Capital Management opened 0.23% of book
- Francois Rochon - Giverny Capital added 0.09% → 0.16%
- Kahn Brothers Group added 0.10% → 0.15%
- Arnold Van Den Berg - Van Den Berg Management I opened 0.06% of book
- Ruane, Cunniff & Goldfarb opened <0.01% of book
- Cathie Wood - Ark Investment Management added <0.01% → <0.01%
AAPL: every holder and its history
2 BAC Bank Amer Corp. 2 bought · 9 sold −$6.5B
Sold by
- Warren Buffett - Berkshire Hathaway cut 11.9% → 11.2%
- Dan Sundheim - D1 Capital Partners closed was 3.4%
- Richard Pzena - Pzena Investment Management cut 2.5% → 2.5%
- Bill Nygren / Oakmark - Harris Associates L P cut 1.8% → 1.7%
- Dodge & Cox cut 1.2% → 0.79%
- Tweedy, Browne Co. cut 0.96% → 1.3%
- Murphy Pohlad - Murphy Pohlad Asset Management cut 0.65% → 0.68%
- Steven Check - Check Capital Management cut 0.12% → 0.12%
and 1 more
Bought by
- Andreas Halvorsen - Viking Global Investors added 2.9% → 3.5%
- David Katz - Matrix Asset Advisors added 0.03% → 0.31%
BAC: every holder and its history
3 BRK.B / BRK.A Berkshire Hathaway 4 bought · 10 sold −$3.3B
Sold by
- Francis Chou - Chou Associates Management cut 39.0% → 39.9%
- Christopher Bloomstran - Semper Augustus Investments Group cut 33.3% → 33.9%
- Gates Foundation Trust cut 22.6% → 21.2%
- Tweedy, Browne Co. cut 21.7% → 16.1%
- Thomas Russo - Gardner Russo & Quinn cut 20.9% → 21.0%
- Duan Yongping - H&H International Investment closed was 10.5%
- Ruane, Cunniff & Goldfarb cut 4.6% → 4.1%
- Torray Investment Partners cut 3.7% → 3.1%
and 2 more
Bought by
- Francois Rochon - Giverny Capital added 8.7% → 8.6%
- Harry Burn - Sound Shore Management added 2.0% → 2.4%
- Robert Olstein - Olstein Capital Management added 0.95% → 1.0%
- David Katz - Matrix Asset Advisors added 0.14% → 0.62%
BRK.B / BRK.A: every holder and its history
4 C Citigroup Inc. (C) 1 bought · 5 sold −$2.9B
Sold by
- Kahn Brothers Group cut 12.8% → 13.9%
- Richard Pzena - Pzena Investment Management cut 3.1% → 3.3%
- Murphy Pohlad - Murphy Pohlad Asset Management cut 1.4% → 1.5%
- Warren Buffett - Berkshire Hathaway cut 1.3% → 0.39%
- Stanley Druckenmiller - Duquesne Family Office cut 0.69% → 0.14%
Bought by
- Harry Burn - Sound Shore Management opened 2.9% of book
C: every holder and its history
5 GOOGL / GOOG Alphabet 17 bought · 24 sold −$2.7B
Sold by
- Triple Frond Partners cut 18.1% → 19.9%
- Tweedy, Browne Co. cut 13.9% → 9.6%
- Ruane, Cunniff & Goldfarb cut 10.7% → 12.2%
- First Pacific Advisors cut 10.7% → 12.2%
- Thomas Russo - Gardner Russo & Quinn cut 10.3% → 12.2%
- David Rolfe - Wedgewood Partners cut 8.4% → 9.2%
- Polen Capital Management cut 6.1% → 6.3%
- Alex Sacerdote - Whale Rock Capital Management cut 5.6% → 3.2%
and 16 more
Bought by
- Andrew Steginsky - Steginsky Capital added 24.9% → 27.1%
- Eric Mandelblatt - Soroban Capital Partners added 15.4% → 17.4%
- Altarock Partners added 10.9% → 13.3%
- Pat Dorsey - Dorsey Asset Management added 8.1% → 12.5%
- Ram Parameswaran - Octahedron Capital Management added 2.7% → 9.9%
- Lewis Sanders - Sanders Capital added 7.1% → 9.3%
- George Soros - Soros Fund Management added 1.2% → 3.8%
- Brad Gerstner - Altimeter Capital Management added 1.6% → 3.0%
and 9 more
GOOGL / GOOG: every holder and its history
6 CRM Salesforce Inc. 3 bought · 11 sold −$2.3B
Sold by
- Valueact Capital - Valueact Holdings cut 27.2% → 22.1%
- Starboard Value cut 8.4% → 3.4%
- Vulcan Value Partners cut 6.4% → 4.2%
- Stephen Mandel - Lone Pine Capital cut 4.8% → 3.9%
- Farallon Capital Management cut 2.7% → 2.1%
- Brad Gerstner - Altimeter Capital Management cut 1.9% → 1.6%
- Bill Nygren / Oakmark - Harris Associates L P cut 1.8% → 0.59%
- First Eagle Investment Management cut 1.5% → 1.8%
and 3 more
Bought by
- Alex Sacerdote - Whale Rock Capital Management added 0.87% → 3.3%
- George Soros - Soros Fund Management added 0.62% → 1.5%
- Andreas Halvorsen - Viking Global Investors added 0.54% → 1.3%
CRM: every holder and its history
7 WFC Wells Fargo & Co. 3 bought · 12 sold −$2.2B
Sold by
- Christopher Davis - Davis Selected Advisers cut 4.5% → 3.5%
- First Pacific Advisors cut 4.1% → 3.8%
- Harry Burn - Sound Shore Management cut 3.3% → 3.6%
- Hillman Capital Management closed was 3.1%
- Richard Pzena - Pzena Investment Management cut 2.8% → 3.3%
- Dodge & Cox cut 2.8% → 2.9%
- Tweedy, Browne Co. cut 2.3% → 3.2%
- Bill Nygren / Oakmark - Harris Associates L P cut 1.6% → 1.3%
and 4 more
Bought by
- Lee Ainslie - Maverick Capital opened 2.7% of book
- Stanley Druckenmiller - Duquesne Family Office opened 0.30% of book
- Torray Investment Partners opened 0.03% of book
WFC: every holder and its history
8 AMZN Amazon Com Inc. 11 bought · 23 sold −$2.2B
Sold by
- Josh Tarasoff - Greenlea Lane Capital Management cut 21.2% → 23.8%
- Altarock Partners cut 19.8% → 23.4%
- Triple Frond Partners cut 14.4% → 15.1%
- Polen Capital Management cut 12.4% → 11.6%
- Grant Wonders - Voyager Global Management cut 11.1% → 10.5%
- Ram Parameswaran - Octahedron Capital Management cut 10.2% → 5.1%
- Dan Loeb - Third Point cut 9.3% → 10.2%
- David Tepper - Appaloosa cut 8.9% → 8.8%
and 15 more
Bought by
- Alex Sacerdote - Whale Rock Capital Management added 7.5% → 9.1%
- Nehal Chopra - Ratan Capital Management added 7.8% → 7.1%
- Lee Ainslie - Maverick Capital added 5.5% → 6.9%
- Lewis Sanders - Sanders Capital added 3.0% → 4.1%
- Corvex Management added 3.7% → 3.4%
- Valueact Capital - Valueact Holdings opened 2.7% of book
- Stanley Druckenmiller - Duquesne Family Office opened 1.9% of book
- Davidson Kempner Capital Management opened 1.9% of book
and 3 more
AMZN: every holder and its history
9 BABA Alibaba Group Holding, Ltd. 3 bought · 9 sold −$1.7B
Sold by
- Duan Yongping - H&H International Investment closed was 3.5%
- Lewis Sanders - Sanders Capital cut 2.8% → 1.1%
- George Soros - Soros Fund Management cut 2.0% → 1.1%
- Dodge & Cox cut 1.1% → 0.71%
- Philippe Laffont - Coatue Management cut 1.1% → 0.06%
- Howard Marks - Oaktree Capital Management closed was 0.38%
- Christopher Davis - Davis Selected Advisers closed was 0.08%
- Tweedy, Browne Co. cut 0.07% → 0.03%
and 1 more
Bought by
- David Tepper - Appaloosa added 15.8% → 15.5%
- Sarah Ketterer - Causeway Capital Management added 2.3% → 1.8%
- Bill Nygren / Oakmark - Harris Associates L P opened 0.02% of book
BABA: every holder and its history
10 TFC Truist Finl Corp. 2 bought · 3 sold −$1.3B
Sold by
- Tweedy, Browne Co. cut 1.6% → 1.9%
- Dodge & Cox cut 0.62% → <0.01%
- Bill Nygren / Oakmark - Harris Associates L P cut 0.30% → 0.02%
Bought by
- Christopher Davis - Davis Selected Advisers added 0.03% → 0.04%
- First Eagle Investment Management added <0.01% → <0.01%
TFC: every holder and its history

Not counted as selling: 160 mergers and delistings.

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

COF Capital One Financial Corp. 6 managers avg 2.8% of book · Chris James - Meritage Group, Stephen Mandel - Lone Pine Capital and 4 more
Opened by
- Chris James - Meritage Group opened 5.4% of book
- Stephen Mandel - Lone Pine Capital opened 4.3% of book
- John Armitage - Egerton Capital (UK) opened 3.2% of book
- Dan Loeb - Third Point opened 2.2% of book
- Dan Sundheim - D1 Capital Partners opened 1.4% of book
- Glenn Greenberg - Brave Warrior Advisors opened <0.01% of book
COF: every holder and its history
MSFT Microsoft Corp. 6 managers avg 1.4% of book · Ram Parameswaran - Octahedron Capital Management, Gavin Baker - Atreides Management and 4 more
Opened by
- Ram Parameswaran - Octahedron Capital Management opened 3.0% of book
- Gavin Baker - Atreides Management opened 2.9% of book
- Glenview Capital Management opened 1.1% of book
- Robert Vinall - Rv Capital AG opened 1.0% of book
- George Soros - Soros Fund Management opened 0.34% of book
- Francois Rochon - Giverny Capital opened 0.04% of book
MSFT: every holder and its history
UNH Unitedhealth Group Inc. 5 managers avg 1.2% of book · Andreas Halvorsen - Viking Global Investors, Senator Investment Group and 3 more
Opened by
- Andreas Halvorsen - Viking Global Investors opened 3.1% of book
- Senator Investment Group opened 1.1% of book
- Vulcan Value Partners opened 0.96% of book
- George Soros - Soros Fund Management opened 0.59% of book
- Francois Rochon - Giverny Capital opened 0.04% of book
UNH: every holder and its history
NU Nu Hldgs Ltd 5 managers avg 0.78% of book · Dan Sundheim - D1 Capital Partners, Gavin Baker - Atreides Management and 3 more
Opened by
- Dan Sundheim - D1 Capital Partners opened 2.6% of book
- Gavin Baker - Atreides Management opened 0.86% of book
- Ryan Packard - Hiddenite Capital Partners opened 0.29% of book
- Stanley Druckenmiller - Duquesne Family Office opened 0.13% of book
- Polen Capital Management opened 0.06% of book
NU: every holder and its history
BA Boeing Co. 4 managers avg 8.5% of book · King Street Capital Management, Nehal Chopra - Ratan Capital Management and 2 more
Opened by
- King Street Capital Management opened 29.2% of book
- Nehal Chopra - Ratan Capital Management opened 3.2% of book
- Andreas Halvorsen - Viking Global Investors opened 1.7% of book
- Steven Check - Check Capital Management opened <0.01% of book
BA: every holder and its history
TSLA Tesla Inc. 4 managers avg 3.0% of book · Nehal Chopra - Ratan Capital Management, Lee Ainslie - Maverick Capital and 2 more
Opened by
- Nehal Chopra - Ratan Capital Management opened 10.8% of book
- Lee Ainslie - Maverick Capital opened 0.64% of book
- Stanley Druckenmiller - Duquesne Family Office opened 0.41% of book
- Mairs & Power opened <0.01% of book
TSLA: every holder and its history
CSGP Costar Group Inc. 4 managers avg 2.8% of book · Dennis Hong - Shawspring Partners, Polen Capital Management and 2 more
Opened by
- Dennis Hong - Shawspring Partners opened 8.6% of book
- Polen Capital Management opened 1.3% of book
- Chase Coleman - Tiger Global Management opened 0.88% of book
- Eric Mandelblatt - Soroban Capital Partners opened 0.45% of book
CSGP: every holder and its history
ACHC Acadia Healthcare Company In 4 managers avg 2.4% of book · Eric Khrom - Khrom Capital Management, Sachem Head Capital Management and 2 more
Opened by
- Eric Khrom - Khrom Capital Management opened 5.6% of book
- Sachem Head Capital Management opened 2.9% of book
- Lee Ainslie - Maverick Capital opened 0.74% of book
- David Einhorn - DME Capital Management opened 0.26% of book
ACHC: every holder and its history
LLY Eli Lilly & Co. 4 managers avg 2.2% of book · Stephen Mandel - Lone Pine Capital, John Armitage - Egerton Capital (UK) and 2 more
Opened by
- Stephen Mandel - Lone Pine Capital opened 4.5% of book
- John Armitage - Egerton Capital (UK) opened 2.5% of book
- Stanley Druckenmiller - Duquesne Family Office opened 1.3% of book
- George Soros - Soros Fund Management opened 0.39% of book
LLY: every holder and its history
FERG Ferguson Enterprises Inc. 4 managers avg 1.8% of book · Seth Klarman - Baupost Group, Gavin Baker - Atreides Management and 2 more
Opened by
- Seth Klarman - Baupost Group opened 5.7% of book
- Gavin Baker - Atreides Management opened 1.1% of book
- Francois Rochon - Giverny Capital opened 0.21% of book
- Polen Capital Management opened <0.01% of book
FERG: every holder and its history

Closed out by the most managers

AAPL Apple Inc. 7 managers was avg 13.4% of book · Duan Yongping - H&H International Investment, Mala Gaonkar - Surgocap Partners and 5 more
Closed by
- Duan Yongping - H&H International Investment closed was 74.3%
- Mala Gaonkar - Surgocap Partners closed was 8.3%
- Andreas Halvorsen - Viking Global Investors closed was 4.1%
- Dan Loeb - Third Point closed was 2.9%
- Gavin Baker - Atreides Management closed was 2.5%
- Terry Smith - Fundsmith closed was 1.4%
- John Armitage - Egerton Capital (UK) closed was 0.47%
AAPL: every holder and its history
AVGO Broadcom Inc. 4 managers was avg 0.99% of book · Stanley Druckenmiller - Duquesne Family Office, Lee Ainslie - Maverick Capital and 2 more
Closed by
- Stanley Druckenmiller - Duquesne Family Office closed was 1.4%
- Lee Ainslie - Maverick Capital closed was 1.2%
- Brad Gerstner - Altimeter Capital Management closed was 1.0%
- Davidson Kempner Capital Management closed was 0.35%
AVGO: every holder and its history
LINE Lineage Inc. 4 managers was avg 0.33% of book · Lee Ainslie - Maverick Capital, Brad Gerstner - Altimeter Capital Management and 2 more
Closed by
- Lee Ainslie - Maverick Capital closed was 0.53%
- Brad Gerstner - Altimeter Capital Management closed was 0.46%
- George Soros - Soros Fund Management closed was 0.28%
- Ron Baron - Bamco Inc. (Baron Capital) closed was 0.05%
LINE: every holder and its history
GEV Ge Vernova Inc. 3 managers was avg 6.2% of book · Mala Gaonkar - Surgocap Partners, Stephen Mandel - Lone Pine Capital and 1 more
Closed by
- Mala Gaonkar - Surgocap Partners closed was 15.0%
- Stephen Mandel - Lone Pine Capital closed was 2.2%
- John Armitage - Egerton Capital (UK) closed was 1.5%
GEV: every holder and its history
OXY Occidental Pete Corp. 3 managers was avg 3.4% of book · Francis Chou - Chou Associates Management, Duan Yongping - H&H International Investment and 1 more
Closed by
- Francis Chou - Chou Associates Management closed was 6.5%
- Duan Yongping - H&H International Investment closed was 2.9%
- Ryan Packard - Hiddenite Capital Partners closed was 0.94%
OXY: every holder and its history
PDD Pdd Holdings Inc. 3 managers was avg 3.4% of book · Ram Parameswaran - Octahedron Capital Management, Duan Yongping - H&H International Investment and 1 more
Closed by
- Ram Parameswaran - Octahedron Capital Management closed was 5.9%
- Duan Yongping - H&H International Investment closed was 3.2%
- Dan Sundheim - D1 Capital Partners closed was 1.00%
PDD: every holder and its history
AMD Advanced Micro Devices Inc. 3 managers was avg 2.6% of book · Estuary Capital Management, Ben Hoskin - Value Aligned Research Advisors and 1 more
Closed by
- Estuary Capital Management closed was 7.8%
- Ben Hoskin - Value Aligned Research Advisors closed was 0.07%
- Ron Baron - Bamco Inc. (Baron Capital) closed was 0.05%
AMD: every holder and its history
ADBE Adobe Inc. 3 managers was avg 2.6% of book · Spencer Waxman - Shannon River Fund Management, David Tepper - Appaloosa and 1 more
Closed by
- Spencer Waxman - Shannon River Fund Management closed was 5.6%
- David Tepper - Appaloosa closed was 1.5%
- Stanley Druckenmiller - Duquesne Family Office closed was 0.61%
ADBE: every holder and its history
MSFT Microsoft Corp. 3 managers was avg 2.3% of book · Josh Tarasoff - Greenlea Lane Capital Management, Dan Sundheim - D1 Capital Partners and 1 more
Closed by
- Josh Tarasoff - Greenlea Lane Capital Management closed was 5.1%
- Dan Sundheim - D1 Capital Partners closed was 1.3%
- Stanley Druckenmiller - Duquesne Family Office closed was 0.63%
MSFT: every holder and its history
UBER Uber Technologies Inc. 3 managers was avg 1.9% of book · Estuary Capital Management, John Armitage - Egerton Capital (UK) and 1 more
Closed by
- Estuary Capital Management closed was 3.2%
- John Armitage - Egerton Capital (UK) closed was 2.6%
- Senator Investment Group closed was 0.04%
UBER: 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.

Health Care lost weight (−0.5 pts) even though managers bought $7.9B of it: weight follows price, not buying. Names without a sector (funds, foreign listings, private shares): −$2.4B.

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 BA · Boeing Co. 29.2% of book
Estuary Capital Management opened TAP · Molson Coors Beverage Co. 11.4% of book
Nehal Chopra - Ratan Capital Management opened TSLA · Tesla Inc. 10.8% of book
Alex Roepers - Atlantic Investment Management opened OSK · Oshkosh Corp. (OSK) 10.6% of book
Jana Partners Management opened MKL · Markel Group, Inc. 9.2% of book
Ben Hoskin - Value Aligned Research Advisors opened GEV · Ge Vernova Inc. 9.0% of book

Most active managers

King Street Capital Management 2 opened · 2 closed · +$130M net 112% of book traded
Ram Parameswaran - Octahedron Capital Management 8 opened · 5 closed · +$7M net 111% of book traded
Duan Yongping - H&H International Investment 0 opened · 8 closed · −$17.3B net 104% of book traded
Alex Roepers - Atlantic Investment Management 4 opened · 1 closed · −$14M net 94% of book traded
Ben Hoskin - Value Aligned Research Advisors 11 opened · 8 closed · −$17M net 90% of book traded
Dan Sundheim - D1 Capital Partners 16 opened · 15 closed · +$437M net 89% 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 GOOGL / GOOG Alphabet 71 managers +2
2 MSFT Microsoft Corp. 63 managers +3
3 AMZN Amazon Com Inc. 51 managers +4
4 META Meta Platforms Inc. 42 managers +1
5 BRK.B / BRK.A Berkshire Hathaway 35 managers −1
6 V Visa Inc. 34 managers +1
7 TSM Taiwan Semiconductor Mfg Ltd 33 managers +3
8 AAPL Apple Inc. 31 managers −3
9 UNH Unitedhealth Group Inc. 31 managers +4
10 MA Mastercard Inc. 29 managers +1

Largest

1 AAPL Apple Inc. 5.9% held by 31
2 MSFT Microsoft Corp. 3.5% held by 63
3 AXP American Express Co. 3.3% held by 16
4 GOOGL / GOOG Alphabet 3.2% held by 71
5 BAC Bank Amer Corp. 2.6% held by 21
6 META Meta Platforms Inc. 2.1% held by 42
7 AMZN Amazon Com Inc. 2.0% held by 51
8 KO Coca Cola Co. 1.8% held by 11
9 MCO Moodys Corp. 1.5% held by 19
10 V Visa Inc. 1.4% held by 34

Highest conviction

1 CVNA Carvana Co. avg 25.4% held by 9
2 LOAR Loar Holdings Inc. avg 14.9% held by 3
3 GPI Group 1 Automotive Inc. avg 10.5% held by 3
4 BRK.B / BRK.A Berkshire Hathaway avg 10.4% held by 35
5 I3N Chart Inds Inc. avg 10.1% held by 3
6 TDG Transdigm Group Inc. avg 10.1% held by 6
7 UTHR United Therapeutics Corp. avg 9.2% held by 3
8 SNX Td Synnex Corporation avg 8.8% held by 6
9 FICO Fair Isaac Corp. avg 8.6% held by 6
10 VFC Vf Corp. avg 8.5% held by 3

See all 2,388 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 2,388 names

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259 matching names.

Ticker	Company	Sector	Held by	Weight, $	Net bought	Bought / sold	Opened / closed
BRK.B / BRK.A	Berkshire Hathaway	Financials	35 −1	1.2%	−$3.3B	4 / 10	0 / 1
V	Visa Inc.	Financials	34 +1	1.4%	−$410M	3 / 10	1 / 0
MA	Mastercard Inc.	Financials	29 +1	0.77%	−$112M	3 / 10	1 / 0
BAC	Bank Amer Corp.	Financials	21 −1	2.6%	−$6.5B	2 / 9	0 / 1
WFC	Wells Fargo & Co.	Financials	21 +2	0.60%	−$2.2B	3 / 12	3 / 1
COF	Capital One Financial Corp.	Financials	20 +6	0.82%	+$51M	7 / 8	6 / 0
MCO	Moodys Corp.	Financials	19	1.5%	−$202M	1 / 5	0 / 0
JPM	Jpmorgan Chase & Co.	Financials	19 −1	0.36%	+$565M	2 / 8	1 / 2
AXP	American Express Co.	Financials	16	3.3%	−$107M	1 / 5	1 / 1
SCHW	The Charles Schwab Corp.	Financials	16 +2	0.88%	+$1.3B	3 / 5	2 / 0
NU	Nu Hldgs Ltd	Financials	15 +4	0.15%	−$206M	7 / 4	5 / 1
SPGI	S&P Global Inc.	Financials	14 −2	0.51%	−$213M	1 / 4	0 / 2
C	Citigroup Inc. (C)	Financials	14 +1	0.43%	−$2.9B	1 / 5	1 / 0
KKR	Kkr & Co. L P Del	Financials	13 +1	0.22%	−$644M	1 / 7	1 / 0
GS	The Goldman Sachs Group, Inc.	Financials	13	0.19%	−$1.3B	0 / 7	0 / 0
PYPL	Paypal Hldgs Inc.	Financials	13	0.10%	−$68M	1 / 5	0 / 0
ICE	Intercontinental Exchange In	Financials	12 +2	0.33%	+$450M	3 / 3	2 / 0
AON	Aon PLC	Financials	12	0.28%	+$40M	4 / 2	1 / 1
WTW	Willis Towers Watson PLC Ltd	Financials	11 +2	0.25%	−$186M	3 / 3	2 / 0
LPLA	Lpl Finl Hldgs Inc.	Financials	11 +1	0.14%	+$226M	5 / 4	1 / 0
HDB	Hdfc Bank, Ltd.	Financials	11	0.03%	−$13M	7 / 3	1 / 1
BK	The Bank Of New York Mellon Corp.	Financials	10	0.40%	−$803M	0 / 5	0 / 0
MSCI	Msci Inc.	Financials	10	0.21%	−$197M	2 / 2	1 / 1
USB	US Bancorp Del	Financials	10	0.18%	−$448M	1 / 6	0 / 0
PGR	Progressive Corp.	Financials	10 −1	0.12%	−$382M	0 / 5	0 / 1
APO	Apollo Global Mgmt Inc.	Financials	8 +1	0.20%	−$320M	2 / 3	2 / 1
MKL	Markel Group, Inc.	Financials	8 +1	0.08%	+$329M	3 / 1	1 / 0
CME	Cme Group Inc.	Financials	8 +2	0.05%	+$226M	2 / 0	2 / 0
CIGI	Colliers Intl Group Inc.	Financials	8 +1	0.04%	−$10M	1 / 3	1 / 0
TFC	Truist Finl Corp.	Financials	8	0.01%	−$1.3B	2 / 3	0 / 0
FCNCA	First Ctzns Bancshares Inc. N	Financials	7	0.15%	−$307M	2 / 2	0 / 0
MMC	Marsh & Mclennan Company Inc.	Financials	7	0.09%	+$25M	2 / 0	0 / 0
BLK	Blackrock Inc.	Financials	7 +2	0.07%	+$282M	6 / 0	2 / 0
CG	Carlyle Group Inc.	Financials	7 +3	0.06%	+$105M	3 / 1	3 / 0
SYF	Synchrony Financial	Financials	7 +1	0.02%	+$148M	3 / 3	2 / 1
ALLY	Ally Finl Inc.	Financials	6 +1	0.14%	+$63M	2 / 1	1 / 0
IBKR	Interactive Brokers Group In	Financials	6 −1	0.09%	−$347M	1 / 4	0 / 1
NDAQ	Nasdaq Inc.	Financials	6	0.07%	+$20M	2 / 0	0 / 0
ALL	Allstate Corp.	Financials	6	0.04%	−$96M	0 / 4	0 / 0
TRV	Travelers Companies Inc.	Financials	6 +1	0.02%	+$161M	2 / 0	1 / 0
PNC	Pnc Financial Services Group, Inc.	Financials	6	<0.01%	−$2M	1 / 2	0 / 0
TROW	Price T Rowe Group Inc.	Financials	6	<0.01%	+$39K	0 / 0	0 / 0
AIG	American Intl Group Inc.	Financials	5 +1	0.12%	+$108M	2 / 1	1 / 0
BAP	Credicorp, Ltd.	Financials	5	0.09%	+$6M	2 / 1	0 / 0
FNF	Fidelity National Financial	Financials	5	0.05%	−$21M	0 / 1	0 / 0
EQH	Equitable Hldgs Inc.	Financials	5	0.05%	−$545M	0 / 4	0 / 0
BX	Blackstone Inc.	Financials	5 −1	0.04%	−$4M	1 / 2	0 / 1
AMG	Affiliated Managers Group In	Financials	5 +1	0.04%	−$9M	2 / 0	1 / 0
CACC	Credit Accep Corp. Mich	Financials	5 −1	0.03%	−$145M	0 / 3	0 / 1
IVZ	Invesco Ltd.	Financials	5	0.03%	−$590K	0 / 0	0 / 0
BGC	Bgc Group Inc.	Financials	5 +1	<0.01%	+$182K	1 / 0	1 / 0
CB	Chubb Limited	Financials	4 −3	0.55%	−$74M	0 / 4	0 / 3
ACGL	Arch Cap Group Ltd	Financials	4 +1	0.16%	+$53M	3 / 0	1 / 0
STT	State Street Corp.	Financials	4	0.12%	−$255M	0 / 2	0 / 0
FOUR	Shift4 Pmts Inc.	Financials	4	0.05%	−$135M	0 / 2	0 / 0
HOOD	Robinhood Markets Inc.	Financials	4 +1	0.04%	−$957M	2 / 3	2 / 1
OMF	Onemain Hldgs Inc.	Financials	4	0.03%	−$6M	0 / 1	0 / 0
RNR	Renaissancere Hldgs Ltd	Financials	4	0.03%	−$159M	0 / 2	0 / 0
JEF	Jefferies Finl Group Inc.	Financials	4	0.02%	−$87M	0 / 1	0 / 0
NTRS	Northern Tr Corp.	Financials	4	0.02%	−$31M	0 / 2	0 / 0
TW	Tradeweb Mkts Inc.	Financials	4	0.02%	+$1M	1 / 0	0 / 0
MS	Morgan Stanley	Financials	4	<0.01%	−$4M	0 / 2	0 / 0
BCS	Barclays PLC	Financials	4	<0.01%	+$22M	3 / 0	0 / 0
ONB	Old Natl Bancorp Ind	Financials	4 +1	<0.01%	+$22M	1 / 0	1 / 0
KSPI	Kaspi Kz Jsc	Financials	4 −1	<0.01%	−$6M	3 / 2	0 / 1
MTB	M & T Bk Corp.	Financials	4 −1	<0.01%	−$10M	1 / 2	0 / 1
ITUB	Itau Unibanco Holding SA	Financials	4	<0.01%	−$40M	2 / 1	1 / 1
AJG	Gallagher Arthur J & Co.	Financials	4 +1	<0.01%	+$85M	2 / 0	1 / 0
WBS	Webster Finl Corp.	Financials	4 +1	<0.01%	−$7M	2 / 2	1 / 0
WULF	Terawulf Inc.	Financials	4 +2	<0.01%	+$16M	2 / 2	2 / 0
CFG	Citizens Financial Group Inc.	Financials	4	<0.01%	−$16M	1 / 4	1 / 1
WRB	Wr Berkley Corp.	Financials	4	<0.01%	$0	0 / 0	0 / 0
NWG	Natwest Group PLC	Financials	4	<0.01%	−$5M	0 / 3	0 / 0
MET	Metlife, Inc.	Financials	3	0.40%	+$16M	1 / 1	0 / 0
UBS	Ubs Group AG	Financials	3	0.22%	−$29M	0 / 0	0 / 0
FDS	Factset Resh Sys Inc.	Financials	3	0.08%	−$59M	0 / 0	0 / 0
KNSL	Kinsale Cap Group Inc.	Financials	3	0.06%	−$7M	2 / 0	0 / 0
PRI	Primerica Inc.	Financials	3	0.06%	−$184M	0 / 1	0 / 0
CRBG	Corebridge Finl Inc.	Financials	3	0.06%	+$93M	2 / 0	0 / 0
XP	Xp, Inc.	Financials	3	0.04%	+$114M	3 / 1	1 / 1
BHF	Brighthouse Financial, Inc.	Financials	3 +1	0.03%	−$2M	1 / 0	1 / 0
AMP	Ameriprise Financial, Inc.	Financials	3 −1	0.03%	−$140M	0 / 1	0 / 1
EG	Everest Group Ltd	Financials	3	0.03%	+$261M	1 / 0	0 / 0
LAZ	Lazard Inc.	Financials	3 −1	0.02%	−$45M	1 / 2	0 / 1
AAMI	Brightsphere Invt Group Inc.	Financials	3 +1	0.02%	+$303K	1 / 0	1 / 0
WEX	Wex Inc.	Financials	3	0.02%	+$23M	1 / 1	0 / 0
IBN	Icici Bank Limited	Financials	3	0.01%	+$73M	2 / 1	0 / 0
HLI	Houlihan Lokey Inc.	Financials	3 −1	0.01%	−$6M	0 / 2	0 / 1
NATL	Ncr Atleos Corporation	Financials	3 +1	0.01%	−$17M	1 / 1	1 / 0
FITB	Fifth Third Bancorp	Financials	3	0.01%	−$8M	0 / 2	0 / 0
BEKE	Ke Holdings Inc., Class A, Adr	Financials	3 −2	<0.01%	−$127M	1 / 4	0 / 2
GL	Globe Life Inc.	Financials	3 +1	<0.01%	−$310K	1 / 1	1 / 0
AXS	Axis Capital Holdings Ltd	Financials	3	<0.01%	−$6M	1 / 2	0 / 0
CBOE	Cboe Global Markets Inc.	Financials	3	<0.01%	−$8M	0 / 1	0 / 0
ASB	Associated Banc Corp.	Financials	3 +1	<0.01%	−$6M	1 / 1	1 / 0
KEY	Keycorp	Financials	3	<0.01%	−$2M	0 / 1	0 / 0
SHG	Shinhan Financial Group Co. L	Financials	3	<0.01%	+$46K	1 / 1	0 / 0
Burford Cap	Burford Cap Ltd	Financials	3	<0.01%	−$2M	0 / 1	0 / 0
AFL	Aflac Inc.	Financials	3	<0.01%	−$6M	0 / 1	0 / 0
ING	Ing Groep NV	Financials	3	<0.01%	+$7M	2 / 0	0 / 0
KB	Kb Finl Group Inc.	Financials	3	<0.01%	−$6M	0 / 2	0 / 0
LYG	Lloyds Banking Group PLC	Financials	3	<0.01%	−$526K	1 / 1	0 / 0
SEIC	Sei Invts Co.	Financials	3	<0.01%	$0	0 / 0	0 / 0
IREN	Iren Limited	Financials	3 +1	<0.01%	−$12M	2 / 1	2 / 1
JHG	Janus Henderson Group PLC	Financials	2	0.10%	−$316K	0 / 0	0 / 0
FSV	Firstservice Corp. New	Financials	2	0.03%	−$145M	1 / 1	0 / 0
MORN	Morningstar Inc.	Financials	2	0.03%	−$917K	0 / 1	0 / 0
ARES	Ares Management Corporation	Financials	2	0.03%	−$124M	0 / 2	0 / 0
FAF	First Amern Finl Corp.	Financials	2	0.02%	+$22M	1 / 0	0 / 0
BRO	Brown & Brown Inc.	Financials	2 +1	0.02%	−$91M	1 / 1	1 / 0
SOFI	Sofi Technologies Inc.	Financials	2	0.01%	−$73M	0 / 2	0 / 0
CNS	Cohen & Steers Inc.	Financials	2	0.01%	−$92K	0 / 1	0 / 0
RIOT	Riot Platforms Inc. IPO or spin-off	Financials	2 +2	0.01%	+$158M	2 / 0	2 / 0
HSBC	Hsbc Hldgs PLC	Financials	2	0.01%	+$43K	1 / 0	0 / 0
BMA	Banco Macro SA	Financials	2	<0.01%	−$2M	1 / 1	0 / 0
OZK	Bank Ozk Little Rock Ark	Financials	2 −1	<0.01%	−$2M	0 / 1	0 / 1
GCMG	Gcm Grosvenor Inc.	Financials	2	<0.01%	+$5M	1 / 0	0 / 0
BFH	Bread Financial Holdings Inc.	Financials	2 −1	<0.01%	−$11M	1 / 2	0 / 1
ITIC	Investors Title Co. Nc	Financials	2	<0.01%	$0	0 / 0	0 / 0
WTM	White Mtns Ins Group Ltd	Financials	2	<0.01%	+$6M	1 / 1	0 / 0
QFIN	Qifu Technology Inc.	Financials	2 +1	<0.01%	+$2M	1 / 0	1 / 0
L	Loews Corp.	Financials	2	<0.01%	+$81K	0 / 0	0 / 0
GSHD	Goosehead Ins Inc.	Financials	2	<0.01%	−$2M	0 / 1	0 / 0
MC	Moelis & Co.	Financials	2	<0.01%	−$185K	0 / 0	0 / 0
TRUP	Trupanion Inc.	Financials	2	<0.01%	−$7M	0 / 1	0 / 0
RF	Regions Financial Corp. New	Financials	2	<0.01%	$0	0 / 0	0 / 0
Kemper	Kemper Corp.	Financials	2	<0.01%	−$3M	0 / 1	0 / 0
HGTY	Hagerty Inc.	Financials	2	<0.01%	−$2M	0 / 1	0 / 0
DB	Deutsche Bank AG	Financials	2	<0.01%	−$5M	0 / 1	0 / 0
RKT	Rocket Companies, Inc., Class A	Financials	2	<0.01%	+$137K	1 / 0	0 / 0
VLY	Valley Natl Bancorp	Financials	2 +1	<0.01%	+$28M	2 / 0	1 / 0
ORI	Old Rep Intl Corp.	Financials	2	<0.01%	−$976K	0 / 1	0 / 0
NMIH	Nmi Hldgs Inc.	Financials	2	<0.01%	+$900K	1 / 0	0 / 0
LNC	Lincoln Natl Corp. Ind	Financials	2	<0.01%	+$4M	1 / 0	0 / 0
ABCB	Ameris Bancorp	Financials	2	<0.01%	−$1M	0 / 1	0 / 0
NOAH	Noah Holdings Ltd., Class A, Ads	Financials	2	<0.01%	−$6K	0 / 0	0 / 0
DCOM	Dime Cmnty Bancshares Inc.	Financials	2 +1	<0.01%	+$2M	1 / 1	1 / 0
FHN	First Horizon Corporation	Financials	2	<0.01%	−$1M	0 / 1	0 / 0
STC	Stewart Information Svcs Cor	Financials	2	<0.01%	−$911K	0 / 1	0 / 0
CIFR	Cipher Mining Inc. IPO or spin-off	Financials	2 +2	<0.01%	+$12M	2 / 0	2 / 0
HBAN	Huntington Bancshares Inc.	Financials	2	<0.01%	$0	0 / 0	0 / 0
PB	Prosperity Bancshares Inc.	Financials	2	<0.01%	−$452K	0 / 1	0 / 0
AHRT	Armada Hoffler Pptys Inc.	Financials	2	<0.01%	−$514K	0 / 1	0 / 0
FHI	Federated Hermes Inc.	Financials	2	<0.01%	−$191K	0 / 1	0 / 0
JKHY	Jack Henry & Associates	Financials	2	<0.01%	+$13K	0 / 0	0 / 0
MBI	Mbia Inc.	Financials	2 +1	<0.01%	+$68K	1 / 0	1 / 0
MKTX	Marketaxess Hldgs Inc.	Financials	2	<0.01%	−$940K	1 / 1	0 / 0
CM	Canadian Imperial Bk Comm	Financials	2	<0.01%	$0	0 / 0	0 / 0
Intercorp Financial	Intercorp Financial Services, Inc.	Financials	2 +1	<0.01%	+$267K	1 / 0	1 / 0
SMFG	Sumitomo Mitsui Finl Group I	Financials	2	<0.01%	−$26K	1 / 1	0 / 0
AEG	Aegon, Ltd.	Financials	1	0.05%	−$118K	0 / 0	0 / 0
RGA	Reinsurance Grp Of America I	Financials	1 −1	0.03%	−$13M	0 / 1	0 / 1
VOYA	Voya Financial Inc.	Financials	1	0.02%	−$8M	0 / 0	0 / 0
FG	F&G Annuities & Life Inc.	Financials	1	0.02%	−$2M	0 / 0	0 / 0
RLI	Rli Corp.	Financials	1	0.01%	$0	0 / 0	0 / 0
BOKF	Bok Finl Corp.	Financials	1	0.01%	−$6M	0 / 0	0 / 0
AIZ	Assurant, Inc.	Financials	1	0.01%	−$367K	0 / 0	0 / 0
CNO	Cno Finl Group Inc.	Financials	1	<0.01%	−$52M	0 / 1	0 / 0
RWAY	Runway Growth Finance Corp.	Financials	1	<0.01%	$0	0 / 0	0 / 0
BWIN	The Baldwin Insurance Grp In	Financials	1	<0.01%	$0	0 / 0	0 / 0
HCI	Hci Group Inc.	Financials	1	<0.01%	+$16M	1 / 0	0 / 0
SLM	Slm Corp. IPO or spin-off	Financials	1 +1	<0.01%	+$70M	1 / 0	1 / 0
BBD	Banco Bradesco SA	Financials	1 −1	<0.01%	−$45M	0 / 2	0 / 1
FIHL	Fidelis Insurance Holdings L	Financials	1	<0.01%	+$5M	1 / 0	0 / 0
PFG	Principal Financial Group In	Financials	1	<0.01%	−$4M	0 / 1	0 / 0
GDOT	Green Dot Corp.	Financials	1	<0.01%	−$4M	0 / 1	0 / 0
AOMR	Angel Oak Mortgage Reit Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
WSFS	Wsfs Finl Corp.	Financials	1	<0.01%	−$1M	0 / 0	0 / 0
THG	Hanover Ins Group Inc.	Financials	1	<0.01%	+$2M	1 / 0	0 / 0
NTB	Bank Of N.t. Butterfield & Son Limited	Financials	1 −1	<0.01%	−$3M	0 / 1	0 / 1
COLB	Columbia Bkg Sys Inc.	Financials	1	<0.01%	−$22M	0 / 1	0 / 0
PUK	Prudential PLC	Financials	1	<0.01%	+$1K	0 / 0	0 / 0
UVSP	Univest Financial Corporatio	Financials	1	<0.01%	−$1M	0 / 0	0 / 0
ABR	Arbor Realty Trust Inc.	Financials	1	<0.01%	−$554K	0 / 0	0 / 0
FLG	Flagstar Finl Inc. IPO or spin-off	Financials	1 +1	<0.01%	+$33M	1 / 0	1 / 0
FOA	Finance Of America Cos Inc.	Financials	1	<0.01%	+$885K	0 / 0	0 / 0
SLQT	Selectquote Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
OCSL	Oaktree Specialty Lending Corp.	Financials	1	<0.01%	$0	0 / 0	0 / 0
Grupo Financiero	Grupo Financiero Galicia S.a	Financials	1	<0.01%	+$6M	1 / 0	0 / 0
TWFG	Twfg Inc.	Financials	1 −2	<0.01%	−$218K	1 / 2	0 / 2
AUB	Atlantic Un Bankshares Corp. IPO or spin-off	Financials	1 +1	<0.01%	+$22M	1 / 0	1 / 0
UPST	Upstart Hldgs Inc.	Financials	1	<0.01%	−$32M	0 / 1	0 / 0
BTDR	Bitdeer Technologies Group	Financials	1 −1	<0.01%	−$18M	0 / 2	0 / 1
BNS	Bank Of Nova Scotia	Financials	1	<0.01%	+$4M	1 / 0	0 / 0
CORZ	Core Scientific Inc. New	Financials	1	<0.01%	+$10M	1 / 0	0 / 0
FINV	Finvolution Group	Financials	1	<0.01%	−$10M	0 / 1	0 / 0
Seacoast Bkg	Seacoast Bkg Corp. Fla	Financials	1	<0.01%	−$286K	0 / 0	0 / 0
EHTH	Ehealth Inc.	Financials	1	<0.01%	−$4M	0 / 1	0 / 0
RDN	Radian Group Inc.	Financials	1	<0.01%	+$809K	1 / 0	0 / 0
PRG	Prog Holdings Inc.	Financials	1	<0.01%	−$4M	0 / 1	0 / 0
FPH	Five Point Holdings LLC - Cl A	Financials	1	<0.01%	+$3M	1 / 0	0 / 0
HUT	Hut 8 Corp.	Financials	1 −1	<0.01%	−$30M	0 / 2	0 / 1
AX	Axos Financial Inc.	Financials	1	<0.01%	−$251K	0 / 0	0 / 0
TRC	Tejon Ranch Co.	Financials	1	<0.01%	−$760K	0 / 1	0 / 0
RELY	Remitly Global Inc.	Financials	1	<0.01%	+$4M	1 / 0	0 / 0
JXN	Jackson Financial Inc.	Financials	1	<0.01%	+$613K	1 / 0	0 / 0
EVR	Evercore Inc.	Financials	1	<0.01%	−$8M	0 / 1	0 / 0
UMBF	Umb Financial Corporation	Financials	1	<0.01%	−$914K	0 / 1	0 / 0
PWP	Perella Weinberg Partners	Financials	1	<0.01%	−$1M	0 / 1	0 / 0
ROOT	Root Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
WTFC	Wintrust Finl Corp.	Financials	1	<0.01%	−$5K	0 / 0	0 / 0
FUTU	Futu Hldgs Ltd	Financials	1	<0.01%	−$36M	1 / 1	1 / 1
CFR	Cullen Frost Bankers Inc.	Financials	1	<0.01%	−$50K	0 / 0	0 / 0
QCRH	Qcr Holdings Inc.	Financials	1	<0.01%	−$5K	0 / 0	0 / 0
BKKT	Bakkt Holdings Inc.	Financials	1	<0.01%	−$800K	0 / 1	0 / 0
PRA	Proassurance Corp.	Financials	1	<0.01%	$0	0 / 0	0 / 0
HLNE	Hamilton Lane Inc.	Financials	1	<0.01%	−$28K	0 / 0	0 / 0
ECPG	Encore Capital Group Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
STEP	Stepstone Group Inc.	Financials	1	<0.01%	−$1M	0 / 1	0 / 0
SII	Sprott Inc.	Financials	1	<0.01%	+$1M	1 / 0	0 / 0
FRPH	Frp Holdings Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
GBCI	Glacier Bancorp Inc. New	Financials	1	<0.01%	−$4K	0 / 0	0 / 0
COMP	Compass Inc. IPO or spin-off	Financials	1 +1	<0.01%	+$7M	1 / 0	1 / 0
SBSI	Southside Bancshares Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
CHCO	Studio City Intl Hldgs Ltd	Financials	1	<0.01%	−$50K	0 / 0	0 / 0
CET	Central Securities Corporation	Financials	1	<0.01%	$0	0 / 0	0 / 0
WU	Western Un Co.	Financials	1	<0.01%	−$68K	0 / 0	0 / 0
CNA	Cna Financial	Financials	1	<0.01%	+$956K	1 / 0	0 / 0
KWY	Kingsway Finl Svcs Inc.	Financials	1	<0.01%	+$15K	0 / 0	0 / 0
MUFG	Mitsubishi Ufj Finl Group In	Financials	1	<0.01%	$0	0 / 0	0 / 0
CUBI	Customers Bancorp Inc. IPO or spin-off	Financials	1 +1	<0.01%	+$3M	1 / 0	1 / 0
OSG	Ambac Financial Group IPO or spin-off	Financials	1 +1	<0.01%	+$3M	1 / 0	1 / 0
RYAN	Ryan Specialty Holdings	Financials	1	<0.01%	+$5K	0 / 0	0 / 0
PDLB	Ponce Financial Group Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
CIA	Citizens Inc.	Financials	1	<0.01%	+$276K	1 / 0	0 / 0
WT	Wisdomtree Inc.	Financials	1	<0.01%	−$21K	0 / 0	0 / 0
EBC	Eastern Bankshares Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
SRG	Seritage Growth Pptys	Financials	1	<0.01%	$0	0 / 0	0 / 0
CASH	Pathward Financial Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
PBFS	Pioneer Bancorp Inc. Md	Financials	1	<0.01%	$0	0 / 0	0 / 0
DOUG	Douglas Elliman Inc.	Financials	1	<0.01%	+$2M	1 / 0	0 / 0
ALRS	Alerus Finl Corp.	Financials	1	<0.01%	−$1K	0 / 0	0 / 0
CCAP	Crescent Capital Bdc Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
HOMB	Home Bancshares Inc.	Financials	1	<0.01%	−$170K	0 / 1	0 / 0
TD	Toronto Dominion Bk Ont	Financials	1	<0.01%	+$45K	0 / 0	0 / 0
FHB	First Hawaiian Inc.	Financials	1	<0.01%	−$285K	0 / 1	0 / 0
FULT	Fulton Finl Corp.	Financials	1	<0.01%	−$126K	0 / 1	0 / 0
FRFHF	Fairfax Financial	Financials	1	<0.01%	$0	0 / 0	0 / 0
RMT	Royce Micro-Cap Tr Inc.	Financials	1	<0.01%	−$3K	0 / 0	0 / 0
ALRM	Alarm Com Hldgs Inc.	Financials	1	<0.01%	−$6M	0 / 1	0 / 0
SAN	Banco Santander S.a.	Financials	1	<0.01%	+$68K	1 / 0	0 / 0
OCFC	Oceanfirst Financial Trust 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
FBLA	Fb Bancorp Inc. IPO or spin-off	Financials	1 +1	<0.01%	+$834K	1 / 0	1 / 0
RJF	Raymond James Finl Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
BMO	Bank Montreal Que	Financials	1	<0.01%	−$97K	0 / 1	0 / 0
HKHC	Horizon Kinetics Hldg Corp. IPO or spin-off	Financials	1 +1	<0.01%	+$582K	1 / 0	1 / 0
UFCS	United Fire Group Inc.	Financials	1	<0.01%	$0	0 / 0	0 / 0
BOH	Bank Hawaii Corp.	Financials	1	<0.01%	$0	0 / 0	0 / 0
UNM	Unum Group	Financials	1	<0.01%	$0	0 / 0	0 / 0
OBT	Orange County Bancorp	Financials	1	<0.01%	$0	0 / 0	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
Pagseguro Digital	Pagseguro Digital Ltd merger or delisting	Financials	0 −1	<0.01%	−$1M	0 / 1	0 / 1
BXMT	Blackstone Mtg Tr Inc. merger or delisting	Financials	0 −1	<0.01%	−$720K	0 / 1	0 / 1
EEFT	Euronet Worldwide Inc. merger or delisting	Financials	0 −2	<0.01%	−$8M	0 / 2	0 / 2
HIG	Hartford Finl Svcs Group Inc. merger or delisting	Financials	0 −1	<0.01%	−$207K	0 / 1	0 / 1
PGY	Pagaya Technologies Ltd merger or delisting	Financials	0 −2	<0.01%	−$4M	0 / 2	0 / 2
RILY	B. Riley Financial 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 Q3 and 2024 Q4: 134 this time. New in 2024 Q4: Situational Awareness, Kentucky Trust Co. - Kentucky Trust.

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