Q1 2020 13F recap

Of the 52 institutions we track, 51 filed their holdings as of the end of Q1 2020 (Mar 31, 2020) with the SEC between May 1 and Oct 2. This page compares them with the prior quarter (Q4 2019).

A 13F shows holdings on a single day — the last day of the quarter. It does not say when a position was bought or whether it is still held, and it is filed up to 45 days after the quarter ends. Only stocks are counted (put and call options are excluded). What a 13F is

For 1 institutions with no prior-quarter filing, new buys and full exits are not counted.

299 stocks

Stocks newly bought by 2+ institutions

342 stocks

Stocks fully sold by 2+ institutions

1,098

New positions (institution × stock)

1,261

Full exits (institution × stock)

Stocks newly bought by several institutions

2 or more institutions bought a stock this quarter that they did not hold the quarter before. The figure next to each institution is the stock's weight in that institution's portfolio.

299 stocks in all. Listed here are the 20 with the most institutions overlapping.

DISThe Walt Disney Company5 institutionsReported value $659.8M
Saudi Arabia Public Inv. Fund 5.1% · Third Point LLC 2.2% · Greenlight Capital 1.5% · Greenlight Capital 1.5% +1 more
See around Mar 31, 2020 on the chart →
XLUState Street Utilities Select Sector SPDR ETF5 institutionsReported value $133.1M
Moore Capital Management 3.0% · Soros Fund Management 2.2% · Appaloosa Management 0.5% · Tudor Investment Corp 0.05% +1 more
See around Mar 31, 2020 on the chart →
BRK.BBerkshire Hathaway Inc. Class B5 institutionsReported value $108.0M
Greenlight Capital 1.5% · Greenlight Capital 1.5% · Saudi Arabia Public Inv. Fund 0.8% · Point72 Asset Management 0.07% +1 more
See around Mar 31, 2020 on the chart →
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF5 institutionsReported value $499.8M
Soros Fund Management 1.3% · Apollo Global Management 1.0% · Moore Capital Management 0.8% · Point72 Asset Management 0.7% +1 more
See around Mar 31, 2020 on the chart →
ATHAthene Holding Ltd. Class A Common Shares4 institutionsReported value $1.56B
Apollo Global Management 18.1% · Tiger Global Management 1.1% · Tudor Investment Corp 0.04% · Maverick Capital 0.02%
See around Mar 31, 2020 on the chart →
AXPAmerican Express Company4 institutionsReported value $529.6M
Viking Global Investors 1.7% · Greenlight Capital 1.6% · Greenlight Capital 1.6% · Harris Associates (Oakmark) 0.5%
See around Mar 31, 2020 on the chart →
JPMJPMorgan Chase & Co.4 institutionsReported value $445.2M
Moore Capital Management 3.1% · Viking Global Investors 1.9% · Tudor Investment Corp 0.1% · Maverick Capital 0.01%
See around Mar 31, 2020 on the chart →
EQHEquitable Holdings, Inc.4 institutionsReported value $435.4M
Pzena Investment Management 2.4% · Point72 Asset Management 0.9% · Soros Fund Management 0.3% · Caisse de depot (Quebec) <0.01%
See around Mar 31, 2020 on the chart →
PAYXPaychex Inc4 institutionsReported value $25.7M
Greenlight Capital 1.7% · Greenlight Capital 1.7% · Tudor Investment Corp 0.1% · Bridgewater Associates 0.02%
See around Mar 31, 2020 on the chart →
MELIMercadoLibre, Inc.4 institutionsReported value $312.0M
GQG Partners 1.9% · Moore Capital Management 0.6% · Oaktree Capital Management 0.3% · Tudor Investment Corp 0.07%
See around Mar 31, 2020 on the chart →
QCOMQualcomm Incorporated4 institutionsReported value $150.8M
Duquesne Family Office 1.3% · Appaloosa Management 1.1% · Saudi Arabia Public Inv. Fund 0.8% · Moore Capital Management 0.1%
See around Mar 31, 2020 on the chart →
IRIngersoll Rand Inc.4 institutionsReported value $370.0M
Viking Global Investors 1.6% · Durable Capital Partners 1.3% · National Pension Service (Korea) 0.03% · Caisse de depot (Quebec) <0.01%
See around Mar 31, 2020 on the chart →
BSXBoston Scientific Corporation4 institutionsReported value $83.7M
Glenview Capital Management 2.1% · Tudor Investment Corp 0.1% · Appaloosa Management 0.1% · Bridgewater Associates 0.01%
See around Mar 31, 2020 on the chart →
KOThe Coca-Cola Company4 institutionsReported value $271.4M
GQG Partners 1.8% · Tudor Investment Corp 0.3% · Bridgewater Associates 0.07% · Point72 Asset Management 0.01%
See around Mar 31, 2020 on the chart →
AZOAutoZone, Inc.4 institutionsReported value $50.8M
Moore Capital Management 1.3% · Point72 Asset Management 0.1% · Bridgewater Associates 0.02% · Maverick Capital 0.01%
See around Mar 31, 2020 on the chart →
LMTLockheed Martin Corporation4 institutionsReported value $86.9M
Point72 Asset Management 0.6% · Moore Capital Management 0.5% · Bridgewater Associates 0.1% · Tudor Investment Corp 0.07%
See around Mar 31, 2020 on the chart →
PFEPfizer Inc.4 institutionsReported value $138.5M
Saudi Arabia Public Inv. Fund 0.8% · Point72 Asset Management 0.5% · Bridgewater Associates 0.05% · Maverick Capital 0.01%
See around Mar 31, 2020 on the chart →
CMBTCMB.TECH NV4 institutionsReported value $11.2M
Moore Capital Management 0.2% · Point72 Asset Management 0.03% · Tudor Investment Corp 0.02% · Maverick Capital 0.02%
See around Mar 31, 2020 on the chart →
ETREntergy Corporation4 institutionsReported value $6.2M
Soros Fund Management 0.2% · Tudor Investment Corp 0.04% · Bridgewater Associates 0.01% · Caisse de depot (Quebec) <0.01%
See around Mar 31, 2020 on the chart →
TYLTYLER TECHNOLOGIES INC4 institutionsReported value $5.2M
Tudor Investment Corp 0.2% · Maverick Capital 0.05% · Point72 Asset Management 0.01% · Caisse de depot (Quebec) <0.01%
See around Mar 31, 2020 on the chart →

Stocks fully sold by several institutions

2 or more institutions sold their entire position this quarter in a stock they held the quarter before. Weights are prior-quarter values.

342 stocks in all. Listed here are the 20 with the most institutions overlapping.

MDCOMedicines Co6 institutionsPrior-quarter reported value $283.9M
Maverick Capital 2.7% · Duquesne Family Office 1.5% · Greenlight Capital 1.4% · Greenlight Capital 1.4% +2 more
See around Mar 31, 2020 on the chart →
BAThe Boeing Company6 institutionsPrior-quarter reported value $182.7M
Glenview Capital Management 1.2% · Soros Fund Management 0.5% · Point72 Asset Management 0.1% · Coatue Management 0.01% +2 more
See around Mar 31, 2020 on the chart →
GMGeneral Motors Company5 institutionsPrior-quarter reported value $477.3M
Greenlight Capital 16.7% · Greenlight Capital 16.7% · Point72 Asset Management 0.1% · ARK Invest 0.04% +1 more
See around Mar 31, 2020 on the chart →
BACBank of America Corp5 institutionsPrior-quarter reported value $629.0M
GQG Partners 3.5% · Duquesne Family Office 0.8% · Soros Fund Management 0.7% · Bridgewater Associates 0.7% +1 more
See around Mar 31, 2020 on the chart →
SGISomnigroup International Inc.5 institutionsPrior-quarter reported value $51.9M
Greenlight Capital 1.7% · Greenlight Capital 1.7% · Maverick Capital 0.03% · Tudor Investment Corp 0.01% +1 more
See around Mar 31, 2020 on the chart →
SCHWThe Charles Schwab Corporation5 institutionsPrior-quarter reported value $87.8M
Third Point LLC 0.6% · Bridgewater Associates 0.1% · GQG Partners 0.1% · Soros Fund Management 0.08% +1 more
See around Mar 31, 2020 on the chart →
WCGWellcare Health Plans, Inc.5 institutionsPrior-quarter reported value $75.8M
Paulson & Co 0.7% · Soros Fund Management 0.4% · Moore Capital Management 0.1% · National Pension Service (Korea) 0.07% +1 more
See around Mar 31, 2020 on the chart →
EEMiShares MSCI Emerging Markets ETF4 institutionsPrior-quarter reported value $214.3M
Duquesne Family Office 5.3% · Moore Capital Management 0.8% · Point72 Asset Management 0.02% · Caisse de depot (Quebec) <0.01%
See around Mar 31, 2020 on the chart →
DISThe Walt Disney Company4 institutionsPrior-quarter reported value $420.8M
Glenview Capital Management 2.6% · Moore Capital Management 1.6% · Point72 Asset Management 0.4% · Maverick Capital 0.04%
See around Mar 31, 2020 on the chart →
DXCDXC Technology Company4 institutionsPrior-quarter reported value $72.4M
Greenlight Capital 2.3% · Greenlight Capital 2.3% · Tudor Investment Corp 0.1% · Point72 Asset Management 0.05%
See around Mar 31, 2020 on the chart →
WFCWells Fargo & Co.4 institutionsPrior-quarter reported value $114.0M
Duquesne Family Office 1.4% · Soros Fund Management 0.5% · Bridgewater Associates 0.5% · Tudor Investment Corp 0.2%
See around Mar 31, 2020 on the chart →
STTState Street Corporation4 institutionsPrior-quarter reported value $89.7M
Moore Capital Management 1.6% · Point72 Asset Management 0.2% · Bridgewater Associates 0.06% · Soros Fund Management 0.04%
See around Mar 31, 2020 on the chart →
AALAmerican Airlines Group4 institutionsPrior-quarter reported value $510.3M
Harris Associates (Oakmark) 0.9% · Point72 Asset Management 0.1% · Tudor Investment Corp 0.01% · Bridgewater Associates <0.01%
See around Mar 31, 2020 on the chart →
AIGAmerican International Group4 institutionsPrior-quarter reported value $201.3M
Viking Global Investors 0.7% · Soros Fund Management 0.3% · Point72 Asset Management 0.3% · Coatue Management <0.01%
See around Mar 31, 2020 on the chart →
DALDelta Air Lines4 institutionsPrior-quarter reported value $133.1M
GQG Partners 0.8% · Moore Capital Management 0.2% · Bridgewater Associates 0.06% · Coatue Management 0.01%
See around Mar 31, 2020 on the chart →
UBERUber Technologies4 institutionsPrior-quarter reported value $124.0M
Lone Pine Capital 0.5% · Duquesne Family Office 0.4% · Moore Capital Management 0.4% · Blackstone 0.04%
See around Mar 31, 2020 on the chart →
ZAYOZayo Group Holdings, Inc.4 institutionsPrior-quarter reported value $45.2M
Soros Fund Management 0.7% · Moore Capital Management 0.4% · Paulson & Co 0.05% · Dodge & Cox 0.01%
See around Mar 31, 2020 on the chart →
AMPAmeriprise Financial, Inc.4 institutionsPrior-quarter reported value $32.5M
Moore Capital Management 0.7% · Soros Fund Management 0.09% · Maverick Capital 0.07% · Bridgewater Associates 0.04%
See around Mar 31, 2020 on the chart →
DEDeere & Company4 institutionsPrior-quarter reported value $114.6M
Generation Investment Management 0.7% · Moore Capital Management 0.3% · Bridgewater Associates 0.02% · Coatue Management 0.01%
See around Mar 31, 2020 on the chart →
FANGDiamondback Energy, Inc.4 institutionsPrior-quarter reported value $92.2M
Point72 Asset Management 0.5% · Soros Fund Management 0.1% · Tudor Investment Corp 0.07% · Coatue Management 0.01%
See around Mar 31, 2020 on the chart →

Moves that ran for more than one quarter

Stocks where, in every quarter up to this one, 2 or more institutions moved one way and outnumbered those moving the other way. The number moving the other way in the same quarter is shown too.

Bought or added quarter after quarter

BSXBoston Scientific Corporation4 quarters in a row
This quarter: 6 bought or added · 4 trimmed or sold
MOAltria Group, Inc.4 quarters in a row
This quarter: 5 bought or added · 3 trimmed or sold
BKRBaker Hughes Company4 quarters in a row
This quarter: 4 bought or added · 2 trimmed or sold
CTSHCOGNIZANT TECH SOLUTIONS-A4 quarters in a row
This quarter: 4 bought or added · 1 trimmed or sold
IDXXIDEXX Laboratories, Inc.4 quarters in a row
This quarter: 4 bought or added · 3 trimmed or sold
KKRKKR & Co. Inc.4 quarters in a row
This quarter: 4 bought or added · 2 trimmed or sold
LWLamb Weston Holdings, Inc.4 quarters in a row
This quarter: 4 bought or added · 1 trimmed or sold
MCHPMicrochip Technology Inc4 quarters in a row
This quarter: 4 bought or added · 3 trimmed or sold
PFEPfizer Inc.4 quarters in a row
This quarter: 4 bought or added · 3 trimmed or sold
SABRSabre Corporation4 quarters in a row
This quarter: 4 bought or added · 1 trimmed or sold
TAPMolson Coors Beverage Company Class B4 quarters in a row
This quarter: 4 bought or added · 1 trimmed or sold
WBAWalgreens Boots Alliance, Inc4 quarters in a row
This quarter: 4 bought or added · 3 trimmed or sold
BF.BBROWN-FORMAN CORP-CLASS B4 quarters in a row
This quarter: 3 bought or added · 2 trimmed or sold
DLRDigital Realty Trust, Inc.4 quarters in a row
This quarter: 3 bought or added · 1 trimmed or sold
PPLPPL Corporation4 quarters in a row
This quarter: 3 bought or added · 2 trimmed or sold
XPOXPO, Inc.4 quarters in a row
This quarter: 3 bought or added · 2 trimmed or sold
BRBROADRIDGE FINANCIAL SOLUTIO4 quarters in a row
This quarter: 2 bought or added · 0 trimmed or sold
EDCONSOLIDATED EDISON INC4 quarters in a row
This quarter: 2 bought or added · 1 trimmed or sold
IOVAIovance Biotherapeutics, Inc. Common Stock4 quarters in a row
This quarter: 2 bought or added · 1 trimmed or sold
VNOVORNADO REALTY TRUST4 quarters in a row
This quarter: 2 bought or added · 1 trimmed or sold

Trimmed or sold quarter after quarter

ADBEAdobe Inc.4 quarters in a row
This quarter: 7 bought or added · 10 trimmed or sold
JPMJPMorgan Chase & Co.4 quarters in a row
This quarter: 5 bought or added · 8 trimmed or sold
MDTMedtronic plc4 quarters in a row
This quarter: 1 bought or added · 6 trimmed or sold
SGISomnigroup International Inc.4 quarters in a row
This quarter: 3 bought or added · 6 trimmed or sold
TMOThermo Fisher Scientific, Inc.4 quarters in a row
This quarter: 3 bought or added · 6 trimmed or sold
ETNEaton Corporation plc4 quarters in a row
This quarter: 0 bought or added · 3 trimmed or sold
LBRDKLiberty Broadband Corporation Class C4 quarters in a row
This quarter: 1 bought or added · 3 trimmed or sold
NUANNuance Communications, Inc.4 quarters in a row
This quarter: 2 bought or added · 3 trimmed or sold
ZZillow Group, Inc. Class C Capital Stock4 quarters in a row
This quarter: 2 bought or added · 3 trimmed or sold
ADTADT Inc.4 quarters in a row
This quarter: 1 bought or added · 2 trimmed or sold
FNDFloor & Decor Holdings, Inc.4 quarters in a row
This quarter: 1 bought or added · 2 trimmed or sold
LMCKLiberty Media Corporation Series C Liberty Media Common Stock4 quarters in a row
This quarter: 1 bought or added · 2 trimmed or sold
ONON Semiconductor Corp4 quarters in a row
This quarter: 1 bought or added · 2 trimmed or sold
SPOTSpotify Technology S.A.4 quarters in a row
This quarter: 0 bought or added · 2 trimmed or sold
That quarter: Earnings released Feb 12 · revenue +28.6% year over year
MSMorgan Stanley3 quarters in a row
This quarter: 3 bought or added · 7 trimmed or sold
CCitigroup Inc.3 quarters in a row
This quarter: 5 bought or added · 6 trimmed or sold
AAPLApple Inc.3 quarters in a row
This quarter: 4 bought or added · 5 trimmed or sold
ETFCE*Trade Financial Corporation3 quarters in a row
This quarter: 3 bought or added · 5 trimmed or sold
SHOPShopify Inc.3 quarters in a row
This quarter: 1 bought or added · 5 trimmed or sold
MMM3M Company3 quarters in a row
This quarter: 2 bought or added · 4 trimmed or sold

Institutional moves by sector

Stocks with moves this quarter, grouped by sector. Each institution is counted once; new buys and full exits are institution × stock counts.

Left · institutions buying or addingRight · institutions trimming or sellingFour bars = the last 4 quarters (oldest on the left) · same scale across the table

Sector	Institutions buying or adding	Institutions trimming or selling	New buys	Full exits	Stocks
Biotech & Health	32	29	116	113	144
Financials	36	29	74	119	71
Consumer Goods	23	21	94	84	79
Retail	30	26	73	58	65
Software	27	25	59	58	57
Industrials	24	20	71	86	72
Internet	26	31	30	35	34
Semiconductors	20	18	23	49	34
Utilities	17	14	63	38	46
Insurance	15	17	35	38	31
REITs	15	11	37	37	46
Chemicals	16	17	19	43	29
Energy	15	14	22	33	33
Transportation	18	14	18	28	20
Materials	15	14	22	28	29
Media	25	19	29	23	25
IT Hardware	13	13	20	22	16
Hotels & Travel	16	11	18	23	17
Defense & Aerospace	13	16	17	21	19
EV & Autos	10	15	10	20	14
Telecom	13	10	12	13	13
Construction	5	7	5	14	11
Crypto	0	1	0	0	1

Changes by institution

Tap an institution's name to jump to its section. The figure next to each stock is its weight in that institution's portfolio; for full exits it is the prior-quarter weight.

Berkshire Hathaway — Q1 2020

New 0 · added 1 · trimmed 3 · fully sold 2

Fully soldTRV 0.02% · PSX 0.01%

AddedPNC 0.5%

TrimmedJPM 3.0% · SYF 0.2% · GS 0.2%

Full holdings and 13F alerts for this institution →

Pershing Square Capital — Q1 2020

New 2 · added 6 · trimmed 1 · fully sold 0

NewBX 0.4% · PK 0.08%

AddedLOW 16.0% · BRK.B 15.2% · HLT 14.3%

TrimmedCMG 11.6%

Full holdings and 13F alerts for this institution →

Baupost Group — Q1 2020

New 6 · added 8 · trimmed 5 · fully sold 3

NewGOOG 5.2% · META 4.9% · HDS 2.6% · ET 0.8% · XPO 0.6%

Fully soldBMY 2.8% · SYF 1.2% · NUAN 0.5%

AddedEBAY 14.2% · LBTY.K 12.4% · HPQ 5.1%

TrimmedLNG 4.0% · AKBA 2.0% · PCG 1.3%

Full holdings and 13F alerts for this institution →

Icahn Capital LP — Q1 2020

New 1 · added 5 · trimmed 0 · fully sold 0

NewDK 0.9%

AddedOXY 5.7% · LNG 3.8% · NWL 3.2%

Full holdings and 13F alerts for this institution →

Third Point LLC — Q1 2020

New 4 · added 4 · trimmed 13 · fully sold 9

NewDIS 2.2% · CHTR 2.1% · ROP 1.4% · SHW 1.1%

Fully soldCPB 8.2% · BSX 2.6% · FOXA 2.1% · BKI 1.4% · PARA 1.3%

AddedAGN 12.2% · AMZN 6.7% · CNC 6.2%

TrimmedBAX 15.0% · DHR 7.9% · UTX 6.0%

Full holdings and 13F alerts for this institution →

Elliott Management — Q1 2020

New 0 · added 0 · trimmed 0 · fully sold 0

No change from the prior quarter, or no prior-quarter filing to compare with.

Full holdings and 13F alerts for this institution →

ValueAct Capital — Q1 2020

New 4 · added 4 · trimmed 3 · fully sold 2

NewAOS 1.1% · BP 1.0% · CMCSA 0.2% · HDS 0.01%

Fully soldFDX 0.9% · BFH 0.4%

AddedLKQ 6.3% · TRN 6.2% · HE 2.0%

TrimmedMS 7.0% · SLM 3.3% · STRA 1.3%

Full holdings and 13F alerts for this institution →

Starboard Value LP — Q1 2020

New 5 · added 4 · trimmed 0 · fully sold 3

NewCVLT 7.6% · MMSI 6.1% · GDOT 5.1% · ACIW 1.4% · REZI 0.5%

Fully soldSPY 23.8% · IWR 1.8% · MGM 0.3%

AddedEBAY 9.7% · BOX 6.7% · GCP 4.7%

Full holdings and 13F alerts for this institution →

Greenlight Capital — Q1 2020

New 10 · added 2 · trimmed 4 · fully sold 7

NewCHNG 7.5% · CCK 1.8% · CNC 1.7% · MO 1.7% · PAYX 1.7%

Fully soldGM 16.7% · DXC 2.3% · LNWO 2.2% · SATS 2.2% · SGI 1.7%

AddedAER 10.6% · CNX 5.6%

TrimmedCC 6.2% · OPTU 5.2% · ADNT 2.4%

Full holdings and 13F alerts for this institution →

Glenview Capital Management — Q1 2020

New 7 · added 3 · trimmed 25 · fully sold 13

NewBSX 2.1% · BAX 1.1% · MOH 1.1% · ISRG 0.2% · ABT 0.1%

Fully soldDIS 2.6% · ELV 2.0% · WMB 1.6% · DVA 1.3% · UNVR 1.2%

AddedURI 1.1% · UHS 0.9% · MIK 0.1%

TrimmedTAK 8.2% · CI 7.1% · HCA 6.9%

Full holdings and 13F alerts for this institution →

Paulson & Co — Q1 2020

New 2 · added 3 · trimmed 6 · fully sold 4

NewKL 1.7% · NAV 0.1%

Fully soldAEM 0.8% · WCG 0.7% · LOGM 0.2% · ZAYO 0.05%

AddedNG 7.1% · TIF 3.0% · ENDP 1.4%

TrimmedGLD 10.7% · DISCK 6.2% · AGN 4.1%

Full holdings and 13F alerts for this institution →

TCI Fund Management — Q1 2020

New 3 · added 8 · trimmed 3 · fully sold 2

NewLIN 0.1% · MA 0.1% · AMZN 0.05%

Fully soldNOC 0.3% · TDG 0.2%

AddedCHTR 21.6% · MSFT 10.5% · CNI 7.7%

TrimmedELV 0.9% · UNVR 0.8% · ADSK <0.01%

Full holdings and 13F alerts for this institution →

Harris Associates (Oakmark) — Q1 2020

New 6 · added 32 · trimmed 58 · fully sold 5

NewHWM 0.8% · AXP 0.5% · NVST 0.3% · RGA 0.2% · BABA 0.1%

Fully soldAAL 0.9% · WTW 0.1% · WCC 0.1% · KMX <0.01% · USB <0.01%

AddedGOOGL 5.3% · GM 3.5% · BKNG 3.1%

TrimmedBAC 4.5% · CHTR 4.2% · C 3.8%

Full holdings and 13F alerts for this institution →

Fundsmith — Q1 2020

New 3 · added 8 · trimmed 14 · fully sold 0

NewNKE 1.1% · SBUX 1.0% · XP 0.03%

AddedBF.B 3.1% · VRSN 0.4% · CGNX 0.4%

TrimmedPYPL 6.7% · META 6.0% · IDXX 5.8%

Full holdings and 13F alerts for this institution →

Akre Capital Management — Q1 2020

New 3 · added 10 · trimmed 7 · fully sold 0

NewADBE 3.5% · LYV 2.4% · MAR 0.01%

AddedMA 13.6% · V 8.2% · ROP 5.2%

TrimmedAMT 14.9% · ORLY 5.4% · MKL 4.5%

Full holdings and 13F alerts for this institution →

Pzena Investment Management — Q1 2020

New 11 · added 38 · trimmed 34 · fully sold 16

NewEQH 2.4% · DOW 1.0% · EPAC 0.5% · BDC 0.2% · CCL 0.1%

Fully soldCSL 0.2% · LM 0.1% · ROCK 0.05% · UNH <0.01% · AES <0.01%

AddedLEA 3.2% · AIG 2.9% · HPE 2.8%

TrimmedMCK 3.5% · MYL 2.2% · MS 2.2%

Full holdings and 13F alerts for this institution →

Appaloosa Management — Q1 2020

New 12 · added 3 · trimmed 12 · fully sold 3

NewTWTR 4.2% · NFLX 2.9% · S.WD 1.7% · QCOM 1.1% · HCA 0.8%

Fully soldLNG 0.6% · CWEN 0.2% · CWEN.A 0.07%

AddedMU 11.4% · ET 2.3% · TMUS 2.0%

TrimmedAMZN 14.9% · BABA 13.5% · GOOG 12.8%

Full holdings and 13F alerts for this institution →

Duquesne Family Office — Q1 2020

New 6 · added 14 · trimmed 12 · fully sold 22

NewPYPL 3.6% · IQV 1.3% · QCOM 1.3% · TAL 0.7% · LVS 0.3%

Fully soldIWM 7.5% · EEM 5.3% · JPM 5.3% · HDB 2.4% · FDX 1.5%

AddedAMZN 14.3% · NFLX 12.9% · WDAY 8.7%

TrimmedMSFT 7.1% · ATVI 3.8% · GE.WD 2.6%

Full holdings and 13F alerts for this institution →

Bridgewater Associates — Q1 2020

New 149 · added 15 · trimmed 118 · fully sold 168

NewUNH 0.1% · MCD 0.1% · LMT 0.1% · PM 0.1% · PEP 0.09%

Fully soldJPM 0.9% · BAC 0.7% · WFC 0.5% · C 0.4% · USB 0.2%

AddedSHW 0.2% · HD 0.2% · LOW 0.2%

TrimmedSPY 18.2% · VWO 9.2% · IVV 6.6%

Full holdings and 13F alerts for this institution →

Soros Fund Management — Q1 2020

New 28 · added 13 · trimmed 10 · fully sold 65

NewTDG 2.4% · XLU 2.2% · CY 2.0% · MUB 1.4% · LM 1.4%

Fully soldMDLZ 1.8% · ADM 1.5% · KDP 1.0% · JPM 1.0% · C 0.8%

AddedDHI 4.0% · PTON 4.0% · ATVI 3.3%

TrimmedLBRDK 29.6% · VICI 4.2% · GEN 2.5%

Full holdings and 13F alerts for this institution →

Tudor Investment Corp — Q1 2020

New 194 · added 106 · trimmed 196 · fully sold 230

NewRTX 2.2% · CY 0.7% · PYPL 0.5% · AAPL 0.4% · MAA 0.4%

Fully soldIBKC 0.9% · INXN 0.5% · ARQL 0.5% · USB 0.5% · LKQ 0.4%

AddedLM 1.7% · ETFC 1.5% · AMZN 0.9%

TrimmedSPY 1.4% · TIP 1.1% · NVDA 0.3%

Full holdings and 13F alerts for this institution →

Moore Capital Management — Q1 2020

New 47 · added 11 · trimmed 27 · fully sold 89

NewVCSH 11.1% · JPM 3.1% · XLU 3.0% · IGSB 2.0% · GDX 2.0%

Fully soldHYG 2.9% · COUP 1.8% · FXI 1.6% · STT 1.6% · MA 1.6%

AddedNFLX 3.2% · MSFT 3.0% · AGN 1.5%

TrimmedAMZN 3.0% · JD 2.1% · GOOGL 1.0%

Full holdings and 13F alerts for this institution →

ARK Invest — Q1 2020

New 6 · added 69 · trimmed 28 · fully sold 8

NewP 1.3% · PD 1.1% · SNPS 0.2% · CAT 0.08% · ROK 0.04%

Fully soldCLDR 0.4% · AMD 0.2% · BMY 0.09% · CGNX 0.07% · GM 0.04%

AddedILMN 6.8% · XYZ 6.2% · NVTA 5.5%

TrimmedTSLA 7.8% · NVDA 1.0% · TWTR 0.8%

Full holdings and 13F alerts for this institution →

Tiger Global Management — Q1 2020

New 2 · added 9 · trimmed 10 · fully sold 1

NewATH 1.1% · PTON 0.7%

Fully soldWORK 0.3%

AddedMETA 8.8% · BABA 5.3% · CVNA 2.0%

TrimmedJD 12.3% · AMZN 6.5% · TDG 3.4%

Full holdings and 13F alerts for this institution →

Coatue Management — Q1 2020

New 33 · added 17 · trimmed 44 · fully sold 193

NewJD 5.0% · TSLA 3.5% · CRWD 2.2% · LRCX 1.5% · ZM 1.1%

Fully soldATVI 2.5% · WDAY 1.8% · EA 1.1% · XRX 0.6% · ILMN 0.4%

AddedAMZN 6.7% · PYPL 4.7% · PLAN 4.3%

TrimmedLBRDK 6.8% · BABA 6.2% · META 5.2%

Full holdings and 13F alerts for this institution →

Viking Global Investors — Q1 2020

New 20 · added 18 · trimmed 17 · fully sold 20

NewJPM 1.9% · AXP 1.7% · WDAY 1.7% · IR 1.6% · CME 1.5%

Fully soldMNST 3.9% · XYZ 2.9% · MET 1.6% · UNH 1.3% · ATVI 1.1%

AddedBSX 5.4% · CNC 5.0% · MSFT 4.0%

TrimmedNFLX 5.2% · ADPT 4.8% · JD 4.0%

Full holdings and 13F alerts for this institution →

Maverick Capital — Q1 2020

New 158 · added 56 · trimmed 101 · fully sold 70

NewONEM 2.1% · AMZN 1.5% · BX 0.5% · GME 0.3% · DECK 0.3%

Fully soldMDCO 2.7% · WLK 2.4% · INTC 0.9% · WDC 0.6% · NKE 0.2%

AddedDD 7.3% · HUM 6.2% · FLT 4.9%

TrimmedBABA 6.2% · GOOG 5.2% · NFLX 3.6%

Full holdings and 13F alerts for this institution →

Lone Pine Capital — Q1 2020

New 8 · added 10 · trimmed 11 · fully sold 12

NewV 3.2% · LTD 1.8% · HLT 1.2% · DAY 1.0% · LYV 0.8%

Fully soldCRM 3.6% · UNP 3.1% · MELI 2.9% · DPZ 2.7% · IQV 2.5%

AddedUNH 6.8% · AMZN 6.7% · MSFT 5.5%

TrimmedNFLX 5.4% · ADBE 5.0% · SHOP 4.1%

Full holdings and 13F alerts for this institution →

SoftBank Vision Fund — Q1 2020

New 0 · added 0 · trimmed 0 · fully sold 0

No change from the prior quarter, or no prior-quarter filing to compare with.

Full holdings and 13F alerts for this institution →

Dragoneer Investment Group — Q1 2020

New 4 · added 4 · trimmed 7 · fully sold 2

NewXYZ 3.9% · CARG 3.1% · PLAN 0.9% · PINS 0.03%

Fully soldUPWK 0.7% · ZM 0.3%

AddedTWLO 13.3% · DT 9.1% · META 4.3%

TrimmedDDOG 10.3% · BABA 7.5% · NOW 4.2%

Full holdings and 13F alerts for this institution →

PRIMECAP Management — Q1 2020

New 11 · added 47 · trimmed 111 · fully sold 9

NewAME 0.08% · LHX 0.06% · OPTU 0.02% · LPLA 0.01% · ADPT <0.01%

Fully soldASML 0.3% · WAT 0.01% · PARA <0.01% · TIF <0.01% · OC <0.01%

AddedBIIB 5.0% · BMRN 1.5% · BAC 0.8%

TrimmedLLY 5.7% · MSFT 4.0% · ADBE 3.9%

Full holdings and 13F alerts for this institution →

GQG Partners — Q1 2020

New 19 · added 27 · trimmed 5 · fully sold 20

NewNOW 2.5% · INTU 2.0% · MELI 1.9% · KO 1.8% · NFLX 1.7%

Fully soldC 4.6% · BAC 3.5% · PG 1.9% · BRK.B 1.6% · VALE 1.4%

AddedBABA 11.6% · NVDA 6.8% · MSFT 5.9%

TrimmedUNH 2.4% · FTS 0.6% · ADP 0.03%

Full holdings and 13F alerts for this institution →

Baker Bros. Advisors — Q1 2020

New 5 · added 10 · trimmed 5 · fully sold 0

NewADAPY 0.06% · ALEC 0.04% · HZNP 0.04% · IMMU 0.03% · DNLI 0.01%

AddedACAD 10.9% · ALXN 4.8% · KOD 3.4%

TrimmedEXAS 0.7% · KRYS 0.3% · ADPT 0.1%

Full holdings and 13F alerts for this institution →

Sands Capital Management — Q1 2020

New 4 · added 13 · trimmed 27 · fully sold 3

NewUBER 1.9% · XYZ 1.0% · Z 0.5% · DXCM 0.5%

Fully soldGWRE 0.04% · PLAN 0.02% · RVLV 0.01%

AddedNFLX 6.9% · SE 3.5% · ZTS 2.4%

TrimmedV 7.5% · BABA 5.7% · NOW 3.7%

Full holdings and 13F alerts for this institution →

Durable Capital Partners — Q1 2020

New 33 · added 2 · trimmed 0 · fully sold 0

NewROP 3.2% · WST 2.9% · MSCI 2.3% · KWR 2.2% · BFAM 2.2%

AddedSPY 43.9% · IWM 10.6%

Full holdings and 13F alerts for this institution →

Generation Investment Management — Q1 2020

New 7 · added 11 · trimmed 12 · fully sold 4

NewPANW 2.9% · IT 2.8% · TRMB 2.6% · VAR 1.3% · TT 1.2%

Fully soldBAP 1.9% · ADP 1.6% · DE 0.7% · AMZN 0.5%

AddedSCHW 7.7% · BAX 5.9% · CTSH 5.3%

TrimmedGOOG 8.3% · TMO 3.9% · TXN 3.4%

Full holdings and 13F alerts for this institution →

Point72 Asset Management — Q1 2020

New 178 · added 134 · trimmed 121 · fully sold 221

NewTTWO 1.0% · EQH 0.9% · ABBV 0.9% · LQD 0.7% · ALL 0.6%

Fully soldIQV 0.8% · XLNX 0.7% · V 0.6% · DLTR 0.5% · LRCX 0.5%

AddedMU 2.1% · NXPI 1.5% · UTX 1.3%

TrimmedAMZN 2.8% · JD 1.8% · FIS 1.2%

Full holdings and 13F alerts for this institution →

Dodge & Cox — Q1 2020

New 3 · added 36 · trimmed 63 · fully sold 10

NewLQD 0.3% · OVV 0.1% · LNC 0.03%

Fully soldECA 0.5% · ZAYO 0.01% · PPG <0.01% · PHG <0.01% · IEMG <0.01%

AddedSCHW 3.7% · FDX 3.5% · BAC 3.1%

TrimmedGOOG 3.7% · MSFT 3.4% · CMCSA 3.1%

Full holdings and 13F alerts for this institution →

Baillie Gifford & Co — Q1 2020

New 5 · added 28 · trimmed 27 · fully sold 4

NewGRFS 0.07% · CYBR 0.03% · DE 0.01% · TXG <0.01% · BBIO <0.01%

Fully soldGGAL 0.02% · LN 0.01% · TRGP <0.01% · ABEV <0.01%

AddedMELI 2.5% · ZM 1.1% · PDD 1.1%

TrimmedAMZN 9.1% · TSLA 6.9% · NVDA 2.1%

Full holdings and 13F alerts for this institution →

Apollo Global Management — Q1 2020

New 6 · added 4 · trimmed 1 · fully sold 1

NewATH 18.1% · LQD 1.0% · EIX 0.5% · HYG 0.1% · NRG 0.1%

Fully soldMAC 0.03%

AddedADT 37.1% · VICI 2.7% · CWEN 1.4%

TrimmedCWEN.A 0.6%

Full holdings and 13F alerts for this institution →

Carlyle Group — Q1 2020

New 3 · added 0 · trimmed 1 · fully sold 1

NewPPD 50.2% · ONEM 21.7% · TALO 1.2%

Fully soldWAIR 16.9%

TrimmedCDEV 0.01%

Full holdings and 13F alerts for this institution →

Oaktree Capital Management — Q1 2020

New 7 · added 16 · trimmed 1 · fully sold 1

NewTMHC 1.5% · BIDU 0.9% · LBTY.K 0.9% · PBR 0.6% · WMB 0.4%

Fully soldYPF 0.3%

AddedVST 13.6% · SBLK 6.2% · ALLY 5.8%

TrimmedIBN 1.1%

Full holdings and 13F alerts for this institution →

Saudi Arabia Public Inv. Fund — Q1 2020

New 22 · added 0 · trimmed 0 · fully sold 1

NewBP 8.5% · BA 7.3% · C 5.3% · META 5.3% · MAR 5.3%

Fully soldTSLA 0.8%

Full holdings and 13F alerts for this institution →

Temasek Holdings (Singapore) — Q1 2020

New 5 · added 6 · trimmed 8 · fully sold 1

NewBILL 1.4% · BEAM 0.5% · VRT 0.3% · VMW 0.2% · UBER <0.01%

Fully soldBP 0.2%

AddedPYPL 6.6% · MA 4.0% · TMO 3.2%

TrimmedBABA 34.6% · VNET 0.4% · UNVR 0.4%

Full holdings and 13F alerts for this institution →

National Pension Service (Korea) — Q1 2020

New 1 · added 20 · trimmed 0 · fully sold 1

NewIR 0.03%

Fully soldWCG 0.07%

AddedSHOP 0.3% · REGN 0.2% · CNC 0.2%

Full holdings and 13F alerts for this institution →

Blackstone — Q1 2020

New 15 · added 0 · trimmed 5 · fully sold 15

NewHST 2.8% · ET 2.8% · EPD 2.4% · MPLX 1.9% · KRC 1.3%

Fully soldVICI 0.2% · AQN 0.1% · HTA 0.1% · CLVT 0.1% · VST 0.1%

TrimmedVSLR 2.2% · PACK 0.2% · SRLN 0.08%

Full holdings and 13F alerts for this institution →

Silver Lake — Q1 2020

New 0 · added 0 · trimmed 0 · fully sold 0

No change from the prior quarter, or no prior-quarter filing to compare with.

Full holdings and 13F alerts for this institution →

Sequoia Capital (SC US) — Q1 2020

New 0 · added 0 · trimmed 2 · fully sold 2

Fully soldGH 7.8% · SNAP 5.2%

TrimmedHCAT 6.2% · XYZ 1.8%

Full holdings and 13F alerts for this institution →

Caisse de depot (Quebec) — Q1 2020

New 23 · added 374 · trimmed 148 · fully sold 11

NewGOOS 0.3% · HWM 0.03% · TT 0.01% · ARMK <0.01% · EQH <0.01%

Fully soldUTX 0.6% · FTS 0.5% · VWO 0.4% · XLK 0.1% · XLB 0.09%

AddedBRK.B 2.6% · JNJ 2.5% · WBA 2.1%

TrimmedGIB 5.3% · ENB 2.3% · GOOG 2.2%

Full holdings and 13F alerts for this institution →

Gates Foundation Trust — Q1 2020

New 7 · added 0 · trimmed 1 · fully sold 0

NewSDGR 1.7% · AAPL 0.7% · AMZN 0.7% · BABA 0.6% · GOOGL 0.3%

TrimmedBRK.B 47.3%

Full holdings and 13F alerts for this institution →

No filing this quarter: Jana Partners · Capital World Investors

How we count: added or trimmed means the share count moved by more than ±2% (in quarters with a stock split, ownership as a share of shares outstanding is compared instead). Weight is relative to the total the institution reported for that quarter; reported value is the market value filed as of quarter end. Counted only within the 52 institutions we track. Formulas

Recounted when late or amended filings arrive · last counted Oct 15, 2026

Data source: SEC EDGAR Form 13F-HR. This page summarizes filed facts and does not recommend buying or selling any stock. Investment decisions and their consequences are your own.