Master investors' significant activity
| TICKER | CORP NAME | MASTER | SHARES | % CHANGE | VALUE($) | % OF TOTAL VALUE | DATE |
|---|---|---|---|---|---|---|---|
|
UNH
|
Unitedhealth Group Inc | Scion Asset Management Lone Pine Capital | 370.0K 1.7M |
|
115.4M 528.3M | 19.95% 3.75% | Q3 2025 Q3 2025 |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | Aspex Management H&H International Investment | 1.7M 260.0K |
|
395.6K 58.9M | 8.59% 0.51% | Q3 2025 Q3 2025 |
|
LLY
|
Lilly(Eli) & Co | Tiger Global Management Viking Global Investors | 1.5M 416.9K |
|
1.2B 325.0M | 3.45% 0.93% | Q3 2025 Q3 2025 |
|
ASML
|
ASML Holding NV - New York Shares | Scion Asset Management Lone Pine Capital | 25.0K 566.9K |
|
20.0M 454.3M | 3.46% 3.23% | Q3 2025 Q3 2025 |
|
SQ
|
Block Inc - Class A | Viking Global Investors Appaloosa Management | 5.4M 641.8K |
|
368.2M 43.6M | 1.06% 0.67% | Q3 2025 Q3 2025 |
|
INTC
|
Intel Corp. | Aspex Management Appaloosa Management | 12.4M 8.0M |
|
277.7K 179.2M | 6.03% 2.77% | Q3 2025 Q3 2025 |
|
WIX
|
Wix.com Ltd | Lone Pine Capital Dorsey Asset Management | 2.2M 146.8K |
|
342.5M 23.3M | 2.43% 2.08% | Q3 2025 Q3 2025 |
|
TCOM
|
Trip.com Group Ltd - ADR | Aspex Management Greenwoods Asset Management | 1.5M 377.5K |
|
87.5K 22.1M | 1.90% 0.77% | Q3 2025 Q3 2025 |
|
KMX
|
Carmax Inc | Makaira Partners | 272.2K |
|
18.3M | 5.56% | Q3 2025 |
|
BAM
|
Brookfield Asset Management Inc. - Class A | Greenlea Lane Capital | 952.2K |
|
58.9M | 14.21% | Q3 2025 |
|
ORCL
|
Oracle Corp. | Appaloosa Management | 150.0K |
|
32.8M | 0.50% | Q3 2025 |
|
MRVL
|
Marvell Technology Inc | Aspex Management | 4.2M |
|
324.7K | 7.05% | Q3 2025 |
|
TAL
|
TAL Education Group - ADR | Aspex Management | 21.6M |
|
220.6K | 4.79% | Q3 2025 |
|
GDS
|
GDS Holdings Limited - ADR | Aspex Management | 4.4M |
|
134.7K | 2.92% | Q3 2025 |
|
DECK
|
Deckers Outdoor Corp. | Aspex Management | 1.2M |
|
123.6K | 2.68% | Q3 2025 |
|
FB
|
Meta Platforms Inc - Class A | Scion Asset Management | 100.0K |
|
73.8M | 12.76% | Q3 2025 |
|
PODD
|
Insulet Corporation | Baillie Gifford | 2.1M |
|
670.8M | 0.50% | Q3 2025 |
|
ECL
|
Ecolab, Inc. | Cantillon Capital Management | 1.1M |
|
295.1M | 1.70% | Q3 2025 |
|
AGO
|
Assured Guaranty Ltd | Chou Associates | 11.0K |
|
957.2K | 0.52% | Q3 2025 |
|
YNDX
|
Yandex NV - Class A | Conifer Management | 700.0K |
|
38.7M | 5.04% | Q3 2025 |
|
AN
|
Autonation Inc. | Dalal Street | 61.0K |
|
12.1M | 4.46% | Q3 2025 |
|
SEMR
|
SEMrush Holdings Inc - Class A | Dorsey Asset Management | 2.3M |
|
20.7M | 1.85% | Q3 2025 |
|
ANSS
|
Ansys Inc. - Registered Shares | First Manhattan Co. | 639.3K |
|
224.6M | 0.63% | Q3 2025 |
|
CPRT
|
Copart, Inc. | First Manhattan Co. | 3.9M |
|
191.3M | 0.54% | Q3 2025 |
|
ALLY
|
Ally Financial Inc | First Manhattan Co. | 4.7M |
|
181.4M | 0.51% | Q3 2025 |
|
MCD
|
McDonald`s Corp | First Manhattan Co. | 618.1K |
|
180.6M | 0.50% | Q3 2025 |
|
REGN
|
Regeneron Pharmaceuticals, Inc. | Scion Asset Management | 215.0K |
|
112.9M | 19.51% | Q3 2025 |
|
DQ
|
Daqo New Energy Corp - ADR | Greenwoods Asset Management | 2.7M |
|
40.5M | 1.41% | Q3 2025 |
|
JKS
|
JinkoSolar Holding Co. Ltd - ADR | Greenwoods Asset Management | 780.9K |
|
16.6M | 0.57% | Q3 2025 |
|
INTU
|
Intuit Inc | Lone Pine Capital | 771.7K |
|
607.8M | 4.32% | Q3 2025 |
|
CRM
|
Salesforce.Com Inc | Lone Pine Capital | 1.9M |
|
508.1M | 3.61% | Q3 2025 |
|
SWBI
|
Smith & Wesson Brands Inc | Punch Card Management | 189.9K |
|
1.6M | 0.53% | Q3 2025 |
|
PAYC
|
Paycom Software Inc | RV Capital GmbH | 12.4K |
|
2.9M | 0.53% | Q3 2025 |
|
RLX
|
RLX Technology Inc - ADR | Aspex Management | 12.1M |
|
26.8K | 0.58% | Q3 2025 |
|
EL
|
Estee Lauder Cos., Inc. - Class A | Scion Asset Management | 650.0K |
|
52.5M | 9.08% | Q3 2025 |
|
JD
|
JD.com Inc - ADR | Scion Asset Management | 1000.0K |
|
32.6M | 5.64% | Q3 2025 |
|
BABA
|
Alibaba Group Holding Ltd - ADR | Scion Asset Management | 250.0K |
|
28.4M | 4.90% | Q3 2025 |
|
VFC
|
VF Corp. | Scion Asset Management | 1.5M |
|
17.6M | 3.04% | Q3 2025 |
|
BRKR
|
Bruker Corp | Scion Asset Management | 250.0K |
|
10.3M | 1.78% | Q3 2025 |
|
MELI
|
MercadoLibre Inc | Scion Asset Management | 3.0K |
|
7.8M | 1.35% | Q3 2025 |
|
J
|
Jacobs Engineering Group, Inc. | Sequoia Fund | 1.1M |
|
140.9M | 2.41% | Q3 2025 |
|
GOOGL
|
Alphabet Inc - Class A | TCI Fund Management | 3.2M |
|
556.0M | 1.09% | Q3 2025 |
|
ICE
|
Intercontinental Exchange Inc | Third Point | 950.0K |
|
174.3M | 2.28% | Q3 2025 |
|
DHR
|
Danaher Corp. | Third Point | 500.0K |
|
98.8M | 1.29% | Q3 2025 |
|
RBA
|
Ritchie Bros Auctioneers Inc | Third Point | 695.0K |
|
73.8M | 0.96% | Q3 2025 |
|
WDAY
|
Workday Inc - Class A | Third Point | 300.0K |
|
72.0M | 0.94% | Q3 2025 |
|
FLS
|
Flowserve Corp. | Third Point | 1.2M |
|
62.6M | 0.82% | Q3 2025 |
|
FTV
|
Fortive Corp | Third Point | 1.2M |
|
60.5M | 0.79% | Q3 2025 |
|
DOCU
|
DocuSign Inc | Third Point | 625.0K |
|
48.7M | 0.63% | Q3 2025 |
|
SHW
|
Sherwin-Williams Co. | Tiger Global Management | 1.2M |
|
413.5M | 1.21% | Q3 2025 |
|
CRWD
|
Crowdstrike Holdings Inc - Class A | Tiger Global Management | 500.0K |
|
254.7M | 0.74% | Q3 2025 |
|
UHAL
|
Amerco | Trian Fund Management | 353.3K |
|
21.4M | 0.56% | Q3 2025 |
|
RDFN
|
Redfin Corp | ValueAct Holdings | 5.8M |
|
65.0M | 1.16% | Q3 2025 |
|
EXPE
|
Expedia Group Inc | ValueAct Holdings | 278.4K |
|
47.0M | 0.83% | Q3 2025 |
|
USB
|
U.S. Bancorp. | Viking Global Investors | 24.1M |
|
1.1B | 3.15% | Q3 2025 |
|
AMZN
|
Amazon.com Inc. | Viking Global Investors | 3.9M |
|
855.0M | 2.47% | Q3 2025 |
|
AMT
|
American Tower Corp. | Viking Global Investors | 2.8M |
|
618.2M | 1.78% | Q3 2025 |
|
NVDA
|
NVIDIA Corp | Viking Global Investors | 3.7M |
|
581.7M | 1.68% | Q3 2025 |
|
QCOM
|
Qualcomm, Inc. | Viking Global Investors | 3.2M |
|
502.1M | 1.45% | Q3 2025 |
|
FSLR
|
First Solar Inc | Viking Global Investors | 2.3M |
|
375.1M | 1.08% | Q3 2025 |
|
CCL
|
Carnival Corp. (Paired Stock) | Viking Global Investors | 13.2M |
|
371.4M | 1.07% | Q3 2025 |
|
DHI
|
D.R. Horton Inc. | Viking Global Investors | 2.8M |
|
364.5M | 1.05% | Q3 2025 |
|
RACE
|
Ferrari N.V. | Viking Global Investors | 721.3K |
|
353.5M | 1.02% | Q3 2025 |
|
LEN
|
Lennar Corp. - Class A | Viking Global Investors | 2.5M |
|
279.1M | 0.80% | Q3 2025 |
|
CSGP
|
Costar Group, Inc. | Viking Global Investors | 3.2M |
|
258.8M | 0.74% | Q3 2025 |
|
AJG
|
Arthur J. Gallagher & Co. | Viking Global Investors | 725.8K |
|
232.3M | 0.67% | Q3 2025 |
|
TEVA
|
Teva- Pharmaceutical Industries Ltd. - ADR | Viking Global Investors | 11.7M |
|
195.8M | 0.56% | Q3 2025 |
|
TTD
|
Trade Desk Inc - Class A | Viking Global Investors | 2.7M |
|
192.5M | 0.55% | Q3 2025 |
|
LBRDA
|
Liberty Broadband Corp - Series A | Weitz Investment Management | 140.0K |
|
13.7M | 0.73% | Q3 2025 |