Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
SNPS
|
Synopsys, Inc. | Aspex Management First Manhattan Co. | 1.5M 681.0K | ↑134.96% ↑1280.82% | 748.8K 336.0M | 15.85% 0.88% | Q3 2025 Q3 2025 |
|
FB
|
Meta Platforms Inc - Class A | Third Point Viking Global Investors | 220.0K 929.0K | ↑46.67% ↑249.91% | 161.6M 682.2M | 1.79% 1.77% | Q3 2025 Q3 2025 |
|
V
|
Visa Inc - Class A | TCI Fund Management Viking Global Investors | 28.1M 2.9M | ↑47.15% ↑78.75% | 9.6B 989.0M | 18.17% 2.56% | Q3 2025 Q3 2025 |
|
ANTM
|
Anthem Inc | Brave Warrior Advisors Sequoia Fund | 1.8M 1.4M | ↑65.28% ↑32.18% | 592.6M 468.0M | 13.75% 7.75% | Q3 2025 Q3 2025 |
|
TW
|
Tradeweb Markets Inc Cls A | Cantillon Capital Management | 1.9M | ↑71.19% | 214.7M | 1.18% | Q3 2025 |
|
BIDU
|
Baidu Inc - ADR | Appaloosa Management | 1.0M | ↑67.20% | 137.7M | 1.86% | Q3 2025 |
|
STLA
|
Stellantis N.V | Chou Associates | 1.4M | ↑101.47% | 13.0M | 6.26% | Q3 2025 |
|
QCOM
|
Qualcomm, Inc. | Appaloosa Management | 1.2M | ↑255.71% | 207.1M | 2.80% | Q3 2025 |
|
KNSL
|
Kinsale Capital Group Inc | First Manhattan Co. | 514.0K | ↑155.58% | 218.6M | 0.57% | Q3 2025 |
|
INTU
|
Intuit Inc | Fundsmith LLP | 604.5K | ↑64.01% | 412.8M | 2.08% | Q3 2025 |
|
NVDA
|
NVIDIA Corp | Greenwoods Asset Management | 2.4M | ↑277.32% | 443.8M | 9.99% | Q3 2025 |
|
GOOGL
|
Alphabet Inc - Class A | Greenwoods Asset Management | 1.8M | ↑851.82% | 427.9M | 9.63% | Q3 2025 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | Greenwoods Asset Management | 843.4K | ↑81.38% | 150.7M | 3.39% | Q3 2025 |
|
SE
|
Sea Ltd - ADR | Greenwoods Asset Management | 411.1K | ↑128.72% | 73.5M | 1.65% | Q3 2025 |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | H&H International Investment | 5.2M | ↑53.53% | 2.6B | 17.78% | Q3 2025 |
|
PM
|
Philip Morris International Inc | Lone Pine Capital | 4.6M | ↑67.33% | 748.5M | 5.44% | Q3 2025 |
|
KWEB
|
Krane Shares Trust - KraneShares CSI China Internet ETF | Appaloosa Management | 7.4M | ↑85.00% | 310.9M | 4.21% | Q3 2025 |
|
WHR
|
Whirlpool Corp. | Appaloosa Management | 5.5M | ↑1966.95% | 432.3M | 5.85% | Q3 2025 |
|
GT
|
Goodyear Tire & Rubber Co. | Appaloosa Management | 5.1M | ↑496.44% | 38.4M | 0.52% | Q3 2025 |
|
MSA
|
MSA Safety Inc | Sequoia Fund | 1.7M | ↑79.68% | 293.4M | 4.86% | Q3 2025 |
|
TECH
|
Bio-Techne Corp | Sequoia Fund | 1.5M | ↑866.92% | 82.0M | 1.35% | Q3 2025 |
|
FOUR
|
Shift4 Payments Inc - Class A | ShawSpring Partners | 1.3M | ↑60.70% | 96.9M | 14.40% | Q3 2025 |
|
MNDY
|
Monday.Com Ltd | ShawSpring Partners | 374.2K | ↑33.07% | 72.5M | 10.77% | Q3 2025 |
|
VERX
|
Vertex Inc Class A | ShawSpring Partners | 1.1M | ↑51.79% | 26.8M | 3.98% | Q3 2025 |
|
MSFT
|
Microsoft Corporation | Third Point | 1.1M | ↑175.00% | 569.7M | 6.33% | Q3 2025 |
|
CASY
|
Casey`s General Stores, Inc. | Third Point | 500.0K | ↑38.89% | 282.7M | 3.14% | Q3 2025 |
|
CPRT
|
Copart, Inc. | Akre Capital Management | 4.2M | ↑253.06% | 190.5M | 1.89% | Q3 2025 |
|
FICO
|
Fair, Isaac Corp. | Akre Capital Management | 260.8K | ↑2751.43% | 390.4M | 3.89% | Q3 2025 |
|
RKT
|
Rocket Companies Inc Class A | ValueAct Holdings | 25.4M | ↑67.90% | 492.2M | 8.30% | Q3 2025 |
|
MDB
|
MongoDB Inc - Class A | ValueAct Holdings | 2.1M | ↑206.76% | 367.2M | 6.19% | Q3 2025 |
|
PNC
|
PNC Financial Services Group | Viking Global Investors | 8.0M | ↑234.93% | 1.6B | 4.15% | Q3 2025 |
|
COF
|
Capital One Financial Corp. | Viking Global Investors | 7.4M | ↑30.28% | 1.6B | 4.07% | Q3 2025 |
|
DIS
|
Walt Disney Co (The) | Viking Global Investors | 10.4M | ↑78.69% | 1.2B | 3.10% | Q3 2025 |
|
APD
|
Air Products & Chemicals Inc. | Viking Global Investors | 3.7M | ↑70.23% | 1.0B | 2.59% | Q3 2025 |
|
SHW
|
Sherwin-Williams Co. | Viking Global Investors | 2.9M | ↑47.16% | 997.6M | 2.59% | Q3 2025 |
|
CVNA
|
Carvana Co. - Class A | Viking Global Investors | 2.1M | ↑94.92% | 792.7M | 2.05% | Q3 2025 |
|
JCI
|
Johnson Controls International plc - Registered Shares | Viking Global Investors | 6.8M | ↑368.49% | 747.3M | 1.94% | Q3 2025 |
|
BLK
|
Blackrock Inc. | Viking Global Investors | 619.5K | ↑217.52% | 722.2M | 1.87% | Q3 2025 |
|
TSLA
|
Tesla Inc | Viking Global Investors | 1.6M | ↑46.30% | 715.9M | 1.85% | Q3 2025 |
|
AMD
|
Advanced Micro Devices Inc. | Viking Global Investors | 4.2M | ↑118.85% | 676.5M | 1.75% | Q3 2025 |
|
UBS
|
UBS Group AG - Registered Shares | Viking Global Investors | 13.1M | ↑407.54% | 534.9M | 1.38% | Q3 2025 |
|
SAIA
|
Saia Inc. | Viking Global Investors | 1.4M | ↑67.21% | 414.3M | 1.07% | Q3 2025 |
|
CPT
|
Camden Property Trust | Viking Global Investors | 3.8M | ↑41.63% | 410.8M | 1.06% | Q3 2025 |
|
UNH
|
Unitedhealth Group Inc | Yacktman Asset Management | 174.6K | ↑35.34% | 60.3M | 0.83% | Q3 2025 |