Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
NFLX
|
NetFlix Inc | Viking Global Investors Tiger Global Management | 500.8K 201.9K | Newly Added Newly Added | 600.4M 242.1M | 1.55% 0.74% | Q3 2025 Q3 2025 |
|
FISV
|
Fiserv, Inc. | Appaloosa Management Punch Card Management | 925.0K 37.0K | Newly Added Newly Added | 119.3M 4.8M | 1.61% 1.47% | Q3 2025 Q3 2025 |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | ShawSpring Partners Cantillon Capital Management | 217.5K 1.2M | Newly Added Newly Added | 22.7M 121.8M | 3.37% 0.67% | Q3 2025 Q3 2025 |
|
KEY
|
Keycorp | Appaloosa Management | 2.0M | Newly Added | 37.8M | 0.51% | Q3 2025 |
|
PDD
|
Pinduoduo Inc - ADR | Aspex Management | 3.2M | Newly Added | 419.3K | 8.87% | Q3 2025 |
|
NIO
|
NIO Inc - ADR | Aspex Management | 35.0M | Newly Added | 266.7K | 5.64% | Q3 2025 |
|
GRAB
|
Grab Holdings Limited - Class A | Aspex Management | 28.4M | Newly Added | 170.9K | 3.61% | Q3 2025 |
|
CRS
|
Carpenter Technology Corp. | Aspex Management | 554.8K | Newly Added | 136.2K | 2.88% | Q3 2025 |
|
LRCX
|
Lam Research Corp. | Aspex Management | 399.6K | Newly Added | 53.5K | 1.13% | Q3 2025 |
|
BIDU
|
Baidu Inc - ADR | Aspex Management | 368.4K | Newly Added | 48.5K | 1.02% | Q3 2025 |
|
TFC
|
Truist Financial Corporation | Appaloosa Management | 1.4M | Newly Added | 63.4M | 0.85% | Q3 2025 |
|
GOOGL
|
Alphabet Inc - Class A | Berkshire Hathaway | 17.8M | Newly Added | 4.3B | 1.62% | Q3 2025 |
|
AAL
|
American Airlines Group Inc | Appaloosa Management | 9.2M | Newly Added | 104.0M | 1.40% | Q3 2025 |
|
ALTM
|
Altus Midstream Co - Class A | Brave Warrior Advisors | 1.6M | Newly Added | 68.8M | 1.59% | Q3 2025 |
|
RIG
|
Transocean Ltd | Dalal Street | 24.4M | Newly Added | 76.3M | 22.63% | Q3 2025 |
|
AMD
|
Advanced Micro Devices Inc. | Appaloosa Management | 950.0K | Newly Added | 153.7M | 2.08% | Q3 2025 |
|
RPRX
|
Royalty Pharma plc - Class A | Dorsey Asset Management | 2.4M | Newly Added | 82.9M | 7.45% | Q3 2025 |
|
SNPS
|
Synopsys, Inc. | Greenwoods Asset Management | 165.5K | Newly Added | 81.6M | 1.83% | Q3 2025 |
|
UNH
|
Unitedhealth Group Inc | Greenwoods Asset Management | 167.4K | Newly Added | 57.8M | 1.30% | Q3 2025 |
|
XBI
|
SPDR Series Trust - SPDR Biotech ETF | Greenwoods Asset Management | 555.0K | Newly Added | 55.6M | 1.25% | Q3 2025 |
|
AAPL
|
Apple Inc | Greenwoods Asset Management | 213.1K | Newly Added | 54.3M | 1.22% | Q3 2025 |
|
SLM
|
SLM Corp. | Scion Asset Management | 480.1K | Newly Added | 13.3M | 0.96% | Q3 2025 |
|
UBER
|
Uber Technologies Inc | Greenwoods Asset Management | 244.7K | Newly Added | 24.0M | 0.53% | Q3 2025 |
|
ASML
|
ASML Holding NV - New York Shares | H&H International Investment | 80.0K | Newly Added | 77.4M | 0.52% | Q3 2025 |
|
AVGO
|
Broadcom Inc | Lone Pine Capital | 1.5M | Newly Added | 511.2M | 3.71% | Q3 2025 |
|
VMC
|
Vulcan Materials Co | Lone Pine Capital | 1.4M | Newly Added | 425.9M | 3.09% | Q3 2025 |
|
NU
|
Nu Holdings Ltd Class A | Lone Pine Capital | 25.4M | Newly Added | 406.8M | 2.95% | Q3 2025 |
|
WING
|
Wingstop Inc | Lone Pine Capital | 1.5M | Newly Added | 375.3M | 2.73% | Q3 2025 |
|
APH
|
Amphenol Corp. - Class A | Lone Pine Capital | 3.0M | Newly Added | 374.1M | 2.72% | Q3 2025 |
|
SE
|
Sea Ltd - ADR | Lone Pine Capital | 1.9M | Newly Added | 334.1M | 2.43% | Q3 2025 |
|
CIEN
|
CIENA Corp. | Lone Pine Capital | 2.0M | Newly Added | 292.3M | 2.12% | Q3 2025 |
|
ETSY
|
Etsy Inc | Lone Pine Capital | 3.9M | Newly Added | 257.6M | 1.87% | Q3 2025 |
|
PLTR
|
Palantir Technologies Inc - Class A | Scion Asset Management | 5.0M | Newly Added | 912.1M | 66.03% | Q3 2025 |
|
NVDA
|
NVIDIA Corp | Scion Asset Management | 1000.0K | Newly Added | 186.6M | 13.50% | Q3 2025 |
|
PFE
|
Pfizer Inc. | Scion Asset Management | 6.0M | Newly Added | 152.9M | 11.06% | Q3 2025 |
|
HAL
|
Halliburton Co. | Scion Asset Management | 2.5M | Newly Added | 61.5M | 4.45% | Q3 2025 |
|
MOH
|
Molina Healthcare Inc | Scion Asset Management | 125.0K | Newly Added | 23.9M | 1.73% | Q3 2025 |
|
MMYT
|
MakeMyTrip Ltd | Greenwoods Asset Management | 256.9K | Newly Added | 24.0M | 0.54% | Q3 2025 |
|
SPY
|
SSgA Active Trust - S&P 500 ETF TRUST ETF | Third Point | 875.0K | Newly Added | 582.9M | 6.48% | Q3 2025 |
|
NSC
|
Norfolk Southern Corp. | Third Point | 1.6M | Newly Added | 495.7M | 5.51% | Q3 2025 |
|
TPX
|
Tempur Sealy International Inc | Third Point | 3.0M | Newly Added | 253.0M | 2.81% | Q3 2025 |
|
UNP
|
Union Pacific Corp. | Third Point | 875.0K | Newly Added | 206.8M | 2.30% | Q3 2025 |
|
MTZ
|
Mastec Inc. | Third Point | 725.0K | Newly Added | 154.3M | 1.71% | Q3 2025 |
|
FND
|
Floor & Decor Holdings Inc - Class A | Third Point | 1.3M | Newly Added | 98.0M | 1.09% | Q3 2025 |
|
TOST
|
Toast Inc - Class A | ValueAct Holdings | 3.4M | Newly Added | 124.0M | 2.09% | Q3 2025 |
|
MSFT
|
Microsoft Corporation | Viking Global Investors | 2.4M | Newly Added | 1.3B | 3.26% | Q3 2025 |
|
DKNG
|
DraftKings Inc - Class A | Viking Global Investors | 15.0M | Newly Added | 561.1M | 1.45% | Q3 2025 |
|
AON
|
Aon plc. - Class A | Viking Global Investors | 1.4M | Newly Added | 504.4M | 1.31% | Q3 2025 |
|
CLS
|
Celestica, Inc. | Viking Global Investors | 1.7M | Newly Added | 424.5M | 1.10% | Q3 2025 |
|
MAA
|
Mid-America Apartment Communities, Inc. | Viking Global Investors | 2.6M | Newly Added | 369.6M | 0.95% | Q3 2025 |
|
KKR
|
KKR & Co. Inc. | Viking Global Investors | 2.7M | Newly Added | 352.0M | 0.91% | Q3 2025 |
|
EW
|
Edwards Lifesciences Corp | Viking Global Investors | 3.1M | Newly Added | 238.7M | 0.61% | Q3 2025 |
|
CHWY
|
Chewy Inc - Class A | Viking Global Investors | 5.5M | Newly Added | 221.8M | 0.57% | Q3 2025 |
|
DB
|
Deutsche Bank AG - Registered Shares | Viking Global Investors | 6.1M | Newly Added | 214.6M | 0.55% | Q3 2025 |