Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
CVNA
|
Carvana Co. - Class A | RV Capital GmbH Aspex Management Lone Pine Capital Viking Global Investors | 1.8M 10.9M 10.5M 12.3M | ↑367.35% ↑498.76% ↑499.57% ↑343.24% | 116.1M 716.9K 692.5M 811.1M | 30.31% 8.06% 4.23% 2.31% | Q2 2026 Q2 2026 Q2 2026 Q2 2026 |
|
GOOGL
|
Alphabet Inc - Class A | Berkshire Hathaway Third Point Baillie Gifford | 78.8M 1.0M 2.8M | ↑45.24% ↑485.71% ↑44.25% | 28.2B 366.3M 1.0B | 9.40% 7.82% 0.91% | Q2 2026 Q2 2026 Q2 2026 |
|
FB
|
Meta Platforms Inc - Class A | Appaloosa Management Viking Global Investors Causeway Capital Management | 675.0K 1.9M 201.5K | ↑54.64% ↑75.76% ↑39.13% | 380.2M 1.1B 113.5M | 4.92% 2.99% 1.22% | Q2 2026 Q2 2026 Q2 2026 |
|
UBER
|
Uber Technologies Inc | Dorsey Asset Management First Manhattan Co. | 1.8M 3.4M | ↑61.60% ↑446.20% | 127.1M 248.5M | 8.14% 0.63% | Q2 2026 Q2 2026 |
|
BKNG
|
Booking Holdings Inc | Dorsey Asset Management Wedgewood Partners | 741.5K 133.4K | ↑4409.24% ↑2317.09% | 132.2M 23.8M | 8.46% 4.90% | Q2 2026 Q2 2026 |
|
SAP
|
Sap SE - ADR | Sequoia Fund Causeway Capital Management | 1.2M 629.8K | ↑64.89% ↑38.11% | 190.6M 97.1M | 2.96% 1.05% | Q2 2026 Q2 2026 |
|
LYV
|
Live Nation Entertainment Inc | Third Point Causeway Capital Management | 1.1M 706.3K | ↑144.09% ↑34.17% | 207.8M 129.3M | 4.44% 1.40% | Q2 2026 Q2 2026 |
|
AMZN
|
Amazon.com Inc. | Wedgewood Partners Viking Global Investors | 135.4K 3.7M | ↑35.57% ↑209.58% | 32.3M 882.1M | 6.66% 2.51% | Q2 2026 Q2 2026 |
|
CPNG
|
Coupang Inc - Class A | Aspex Management | 38.0M | ↑137.12% | 660.6K | 7.42% | Q2 2026 |
|
RY
|
Royal Bank Of Canada | Baillie Gifford | 3.6M | ↑3803765.96% | 740.2M | 0.67% | Q2 2026 |
|
GOOG
|
Alphabet Inc - Class C | Berkshire Hathaway | 27.2M | ↑658.35% | 9.6B | 3.21% | Q2 2026 |
|
DAL
|
Delta Air Lines, Inc. | Berkshire Hathaway | 57.3M | ↑43.99% | 5.4B | 1.79% | Q2 2026 |
|
RYAAY
|
Ryanair Holdings Plc - ADR | Brave Warrior Advisors | 4.0M | ↑30.25% | 256.3M | 5.58% | Q2 2026 |
|
IR
|
Ingersoll-Rand Inc | Causeway Capital Management | 1.0M | ↑65.11% | 84.8M | 0.91% | Q2 2026 |
|
NVO
|
Novo Nordisk - ADR | Causeway Capital Management | 1.7M | ↑42.87% | 80.4M | 0.87% | Q2 2026 |
|
JLL
|
Jones Lang Lasalle Inc. | Causeway Capital Management | 248.3K | ↑33.27% | 76.9M | 0.83% | Q2 2026 |
|
DEO
|
Diageo plc - ADR | Causeway Capital Management | 899.0K | ↑34.92% | 72.3M | 0.78% | Q2 2026 |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | Dorsey Asset Management | 439.3K | ↑38.61% | 226.3M | 14.49% | Q2 2026 |
|
SPGI
|
S&P Global Inc | Dorsey Asset Management | 316.4K | ↑42.09% | 128.9M | 8.25% | Q2 2026 |
|
BIDU
|
Baidu Inc - ADR | Appaloosa Management | 1.3M | ↑87.11% | 148.0M | 1.91% | Q2 2026 |
|
PDD
|
Pinduoduo Inc - ADR | Himalaya Capital | 10.8M | ↑133.53% | 820.9M | 22.16% | Q2 2026 |
|
V
|
Visa Inc - Class A | AltaRock Partners | 836.5K | ↑67.74% | 287.0M | 6.76% | Q2 2026 |
|
MA
|
Mastercard Incorporated - Class A | AltaRock Partners | 764.5K | ↑46.22% | 392.7M | 9.26% | Q2 2026 |
|
PFGC
|
Performance Food Group Company | Lone Pine Capital | 5.9M | ↑47.12% | 654.3M | 3.99% | Q2 2026 |
|
MSFT
|
Microsoft Corporation | RV Capital GmbH | 33.1K | ↑31.25% | 12.3M | 3.22% | Q2 2026 |
|
APD
|
Air Products & Chemicals Inc. | AKO Capital | 553.4K | ↑137.13% | 162.2K | 3.77% | Q2 2026 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | ShawSpring Partners | 409.2K | ↑40.96% | 39.3M | 16.92% | Q2 2026 |
|
GDS
|
GDS Holdings Limited - ADR | ShawSpring Partners | 380.1K | ↑71.37% | 11.4M | 4.91% | Q2 2026 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Third Point | 460.0K | ↑67.27% | 219.7M | 4.69% | Q2 2026 |
|
NSC
|
Norfolk Southern Corp. | Third Point | 600.0K | ↑500.00% | 188.8M | 4.03% | Q2 2026 |
|
COF
|
Capital One Financial Corp. | Third Point | 825.0K | ↑489.29% | 165.5M | 3.53% | Q2 2026 |
|
HUT
|
Hut 8 Mining Corp | Third Point | 1.3M | ↑51.23% | 151.8M | 3.24% | Q2 2026 |
|
APG
|
APi Group Corporation | Third Point | 2.9M | ↑41.13% | 121.3M | 2.59% | Q2 2026 |
|
TDG
|
Transdigm Group Incorporated | Third Point | 79.0K | ↑216.00% | 105.2M | 2.24% | Q2 2026 |
|
UNP
|
Union Pacific Corp. | Third Point | 350.0K | ↑250.00% | 95.2M | 2.03% | Q2 2026 |
|
ASML
|
ASML Holding NV - New York Shares | Third Point | 30.0K | ↑150.00% | 59.6M | 1.27% | Q2 2026 |
|
INTC
|
Intel Corp. | Tiger Global Management | 4.3M | ↑159.52% | 593.8M | 2.47% | Q2 2026 |
|
RKT
|
Rocket Companies Inc Class A | ValueAct Holdings | 41.7M | ↑47.68% | 656.3M | 11.64% | Q2 2026 |
|
SPOT
|
Spotify Technology S.A. | ValueAct Holdings | 526.8K | ↑46.95% | 241.9M | 4.29% | Q2 2026 |
|
CBRE
|
CBRE Group Inc - Class A | ValueAct Holdings | 992.4K | ↑323.03% | 133.7M | 2.37% | Q2 2026 |
|
WAT
|
Waters Corp. | Viking Global Investors | 1.7M | ↑32.29% | 623.4M | 1.77% | Q2 2026 |
|
IBKR
|
Interactive Brokers Group Inc - Class A | Viking Global Investors | 4.8M | ↑246.46% | 420.5M | 1.19% | Q2 2026 |
|
HD
|
Home Depot, Inc. | Viking Global Investors | 920.6K | ↑82.56% | 324.7M | 0.92% | Q2 2026 |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | Yacktman Asset Management | 1.2M | ↑268.76% | 581.2M | 7.18% | Q2 2026 |
|
INTU
|
Intuit Inc | Yacktman Asset Management | 491.3K | ↑6561.40% | 128.2M | 1.58% | Q2 2026 |
|
BRBR
|
Bellring Brands Inc - Class A | Yacktman Asset Management | 5.3M | ↑251.34% | 68.1M | 0.84% | Q2 2026 |