Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
RKT
|
Rocket Companies Inc Class A | ValueAct Holdings Third Point | 39.4M 9.5M | ↑55.07% ↑137.88% | 762.4M 184.2M | 10.85% 2.53% | Q4 2025 Q4 2025 |
|
FB
|
Meta Platforms Inc - Class A | ValueAct Holdings Appaloosa Management | 1.0M 600.0K | ↑36.34% ↑62.16% | 691.8M 396.1M | 9.84% 5.71% | Q4 2025 Q4 2025 |
|
MSFT
|
Microsoft Corporation | Viking Global Investors H&H International Investment | 3.2M 859.0K | ↑32.45% ↑207.66% | 1.6B 415.4M | 4.13% 2.37% | Q4 2025 Q4 2025 |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | ShawSpring Partners Cantillon Capital Management | 371.8K 1.7M | ↑70.94% ↑46.37% | 36.6M 168.1M | 6.89% 0.90% | Q4 2025 Q4 2025 |
|
NFLX
|
NetFlix Inc | Baillie Gifford Tiger Global Management | 36.9M 2.4M | ↑912.32% ↑1108.02% | 3.5B 228.7M | 2.87% 0.76% | Q4 2025 Q4 2025 |
|
SNPS
|
Synopsys, Inc. | Aspex Management | 2.1M | ↑40.10% | 998.7K | 20.20% | Q4 2025 |
|
FUTU
|
Futu Holdings Ltd - ADR | Aspex Management | 3.4M | ↑37.51% | 553.6K | 11.20% | Q4 2025 |
|
GRAB
|
Grab Holdings Limited - Class A | Aspex Management | 55.9M | ↑96.81% | 278.8K | 5.63% | Q4 2025 |
|
RKLB
|
Rocket Lab USA Inc | Baillie Gifford | 17.9M | ↑47.22% | 1.2B | 1.03% | Q4 2025 |
|
AXON
|
Axon Enterprise Inc | Baillie Gifford | 1.6M | ↑1198.70% | 932.9M | 0.77% | Q4 2025 |
|
CSGP
|
Costar Group, Inc. | Baillie Gifford | 12.9M | ↑56.92% | 869.6M | 0.72% | Q4 2025 |
|
DUOL
|
Duolingo Inc - Class A | Baillie Gifford | 4.9M | ↑71.91% | 853.2M | 0.70% | Q4 2025 |
|
ENSG
|
Ensign Group Inc | Baillie Gifford | 4.6M | ↑62.11% | 796.0M | 0.66% | Q4 2025 |
|
BLDR
|
Builders Firstsource Inc | Brave Warrior Advisors | 2.4M | ↑31.78% | 244.8M | 5.73% | Q4 2025 |
|
TW
|
Tradeweb Markets Inc Cls A | Cantillon Capital Management | 2.7M | ↑38.98% | 289.1M | 1.56% | Q4 2025 |
|
TPL
|
Texas Pacific Land Corporation | First Manhattan Co. | 1.0M | ↑200.09% | 291.1M | 0.76% | Q4 2025 |
|
GOOGL
|
Alphabet Inc - Class A | Greenwoods Asset Management | 2.7M | ↑52.81% | 842.0M | 20.81% | Q4 2025 |
|
INTC
|
Intel Corp. | Greenwoods Asset Management | 2.6M | ↑36.62% | 95.6M | 2.36% | Q4 2025 |
|
HTHT
|
Huazhu Group Limited - ADR | Greenwoods Asset Management | 842.8K | ↑134.12% | 39.7M | 0.98% | Q4 2025 |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | H&H International Investment | 7.2M | ↑38.24% | 3.6B | 20.62% | Q4 2025 |
|
NVDA
|
NVIDIA Corp | H&H International Investment | 7.2M | ↑1110.62% | 1.3B | 7.71% | Q4 2025 |
|
PDD
|
Pinduoduo Inc - ADR | H&H International Investment | 11.5M | ↑34.55% | 1.3B | 7.48% | Q4 2025 |
|
MHK
|
Mohawk Industries, Inc. | Appaloosa Management | 675.0K | ↑317.96% | 73.8M | 1.06% | Q4 2025 |
|
LMB
|
Limbach Holdings Inc | Makaira Partners | 102.2K | ↑95.71% | 8.0M | 6.22% | Q4 2025 |
|
AMZN
|
Amazon.com Inc. | Pershing Square | 9.6M | ↑64.99% | 2.2B | 14.28% | Q4 2025 |
|
OC
|
Owens Corning | Appaloosa Management | 950.0K | ↑488.24% | 106.3M | 1.53% | Q4 2025 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | H&H International Investment | 1.2M | ↑370.95% | 372.1M | 2.12% | Q4 2025 |
|
UNP
|
Union Pacific Corp. | Third Point | 1.8M | ↑106.86% | 418.7M | 5.75% | Q4 2025 |
|
AAL
|
American Airlines Group Inc | Appaloosa Management | 14.2M | ↑52.97% | 216.9M | 3.13% | Q4 2025 |
|
DHR
|
Danaher Corp. | Third Point | 600.0K | ↑1100.00% | 137.4M | 1.88% | Q4 2025 |
|
MU
|
Micron Technology Inc. | Appaloosa Management | 1.8M | ↑250.00% | 499.5M | 7.21% | Q4 2025 |
|
CPNG
|
Coupang Inc - Class A | Tiger Global Management | 26.3M | ↑65.85% | 619.6M | 2.08% | Q4 2025 |
|
SQ
|
Block Inc - Class A | Tiger Global Management | 6.4M | ↑43.89% | 414.3M | 1.39% | Q4 2025 |
|
NOW
|
ServiceNow Inc | Tiger Global Management | 2.1M | ↑608.96% | 325.8M | 1.09% | Q4 2025 |
|
RBLX
|
Roblox Corporation - Class A | ValueAct Holdings | 6.0M | ↑39.52% | 484.2M | 6.89% | Q4 2025 |
|
TOST
|
Toast Inc - Class A | ValueAct Holdings | 8.0M | ↑135.94% | 284.6M | 4.05% | Q4 2025 |
|
V
|
Visa Inc - Class A | Viking Global Investors | 4.0M | ↑37.53% | 1.4B | 3.70% | Q4 2025 |
|
APD
|
Air Products & Chemicals Inc. | Viking Global Investors | 4.8M | ↑30.42% | 1.2B | 3.13% | Q4 2025 |
|
BA
|
Boeing Co. | Viking Global Investors | 4.0M | ↑31.31% | 858.3M | 2.27% | Q4 2025 |
|
ROST
|
Ross Stores, Inc. | Viking Global Investors | 3.2M | ↑56.51% | 570.6M | 1.51% | Q4 2025 |
|
MAA
|
Mid-America Apartment Communities, Inc. | Viking Global Investors | 3.9M | ↑46.69% | 539.0M | 1.43% | Q4 2025 |
|
CHWY
|
Chewy Inc - Class A | Viking Global Investors | 13.5M | ↑146.85% | 447.4M | 1.18% | Q4 2025 |
|
CCCS
|
CCC Intelligent Solutions Holdings Inc | Akre Capital Management | 24.8M | ↑52.65% | 197.5M | 2.16% | Q4 2025 |
|
ODFL
|
Old Dominion Freight Line, Inc. | Wedgewood Partners | 120.1K | ↑35.58% | 18.8M | 3.51% | Q4 2025 |
|
LBRDK
|
Liberty Broadband Corp - Series C | Weitz Investment Management | 651.0K | ↑30.07% | 31.6M | 1.87% | Q4 2025 |
|
CPRT
|
Copart, Inc. | Akre Capital Management | 7.9M | ↑85.71% | 308.0M | 3.37% | Q4 2025 |