Q1 2023 13F recap

Of the 52 institutions we track, 52 filed their holdings as of the end of Q1 2023 (Mar 31, 2023) with the SEC between Apr 17 and May 16. This page compares them with the prior quarter (Q4 2022).

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

274 stocks

Stocks newly bought by 2+ institutions

226 stocks

Stocks fully sold by 2+ institutions

1,194

New positions (institution × stock)

1,013

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.

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

NVDANVIDIA Corporation6 institutionsReported value $2.78B
GQG Partners 6.0% · Maverick Capital 3.3% · Appaloosa Management 2.2% · Point72 Asset Management 0.8% +2 more
That quarter: Earnings released Feb 22 · revenue -20.8% year over year · 10-K Feb 24 risk factors — 1 new headings · 1 removed · 12 reworded
See around Mar 31, 2023 on the chart →
GOOGLAlphabet Inc. Class A5 institutionsReported value $940.5M
Third Point LLC 8.1% · Duquesne Family Office 4.0% · Pershing Square Capital 2.2% · Moore Capital Management 1.4% +1 more
That quarter: Earnings released Feb 2 · revenue +1.0% year over year · 10-K Feb 3 risk factors — 2 new headings · 2 removed · 12 reworded
See around Mar 31, 2023 on the chart →
TSMTaiwan Semiconductor Manufacturing5 institutionsReported value $757.3M
Coatue Management 3.6% · Duquesne Family Office 2.3% · Tiger Global Management 1.3% · Tudor Investment Corp 0.1% +1 more
See around Mar 31, 2023 on the chart →
CEGConstellation Energy Corporation5 institutionsReported value $243.1M
Maverick Capital 1.6% · Viking Global Investors 0.8% · Point72 Asset Management 0.04% · Caisse de depot (Quebec) 0.01% +1 more
That quarter: Earnings released Feb 16 · revenue +32.6% year over year · 10-K Feb 16 risk factors — 1 new headings · 5 removed · 4 reworded
See around Mar 31, 2023 on the chart →
DASHDoorDash, Inc.5 institutionsReported value $39.2M
Moore Capital Management 0.3% · Tudor Investment Corp 0.1% · Soros Fund Management 0.06% · Caisse de depot (Quebec) 0.04% +1 more
That quarter: Earnings released Feb 16 · revenue +39.8% year over year
See around Mar 31, 2023 on the chart →
GOOGAlphabet Inc. Class C Capital Stock4 institutionsReported value $3.14B
Pershing Square Capital 8.2% · GQG Partners 5.7% · Coatue Management 0.8% · Moore Capital Management 0.05%
That quarter: Earnings released Feb 2 · revenue +1.0% year over year · 10-K Feb 3 risk factors — 2 new headings · 2 removed · 12 reworded
See around Mar 31, 2023 on the chart →
FCNCAFirst Citizens BancShares Inc4 institutionsReported value $197.2M
Greenlight Capital 1.2% · Greenlight Capital 1.2% · Coatue Management 0.8% · Point72 Asset Management 0.08%
See around Mar 31, 2023 on the chart →
GEHCGE HealthCare Technologies Inc. Common Stock4 institutionsReported value $1.63B
Pzena Investment Management 1.3% · Dodge & Cox 0.9% · National Pension Service (Korea) 0.06% · Point72 Asset Management <0.01%
See around Mar 31, 2023 on the chart →
UNHUnitedHealth Group4 institutionsReported value $273.4M
Coatue Management 1.6% · Glenview Capital Management 0.4% · Tudor Investment Corp 0.2% · Moore Capital Management 0.01%
That quarter: Earnings released Jan 13 · revenue +12.3% year over year · 10-K Feb 24 risk factors — 1 removed · 3 reworded
See around Mar 31, 2023 on the chart →
EMREmerson Electric Co.4 institutionsReported value $351.6M
Viking Global Investors 1.0% · Point72 Asset Management 0.4% · Moore Capital Management 0.2% · Tudor Investment Corp 0.02%
That quarter: Earnings released Feb 8 · revenue +6.9% year over year
See around Mar 31, 2023 on the chart →
ILMNIllumina Inc4 institutionsReported value $137.4M
Duquesne Family Office 1.1% · Icahn Capital LP 0.5% · Caisse de depot (Quebec) 0.03% · Maverick Capital 0.01%
That quarter: Earnings released Feb 7 · revenue -9.7% year over year · 8-K Feb 1 ‘Illumina Appoints Joydeep Goswami Chief Financial Officer’ · 10-K Feb 17 risk factors — 2 new headings · 1 removed · 1 reworded
See around Mar 31, 2023 on the chart →
WMTWalmart Inc.4 institutionsReported value $441.9M
Point72 Asset Management 1.3% · Moore Capital Management 0.3% · Tudor Investment Corp 0.1% · Soros Fund Management 0.08%
That quarter: Earnings released Feb 21 · revenue +7.3% year over year · 10-K Mar 17 risk factors — 5 reworded
See around Mar 31, 2023 on the chart →
AMATApplied Materials, Inc.4 institutionsReported value $54.8M
Tiger Global Management 0.5% · Moore Capital Management 0.06% · Bridgewater Associates <0.01% · Point72 Asset Management <0.01%
That quarter: Earnings released Feb 16 · revenue +7.5% year over year
See around Mar 31, 2023 on the chart →
XLUState Street Utilities Select Sector SPDR ETF4 institutionsReported value $170.4M
Caisse de depot (Quebec) 0.5% · Soros Fund Management 0.08% · Tudor Investment Corp 0.03% · Harris Associates (Oakmark) <0.01%
See around Mar 31, 2023 on the chart →
CLVTClarivate Plc4 institutionsReported value $15.1M
Blackstone 0.06% · Tudor Investment Corp 0.01% · Maverick Capital 0.01% · Point72 Asset Management <0.01%
See around Mar 31, 2023 on the chart →
FDXFedEx Corporation3 institutionsReported value $117.7M
Appaloosa Management 4.2% · Glenview Capital Management 0.8% · Maverick Capital 0.01%
That quarter: Earnings released Mar 16 · revenue -6.2% year over year
See around Mar 31, 2023 on the chart →
ROGRogers Corporation3 institutionsReported value $175.5M
Starboard Value LP 3.4% · Point72 Asset Management 0.02% · Tudor Investment Corp 0.01%
See around Mar 31, 2023 on the chart →
CRMSalesforce, Inc.3 institutionsReported value $217.0M
Third Point LLC 2.6% · Coatue Management 0.4% · Bridgewater Associates 0.01%
That quarter: Earnings released Mar 1 · revenue +14.4% year over year · 8-K Jan 27 ‘Salesforce Announces Appointment of Three New Independent Directors’ · 10-K Mar 8 risk factors — 1 removed · 1 reworded
See around Mar 31, 2023 on the chart →
LRCXLam Research Corporation3 institutionsReported value $970.0M
GQG Partners 2.4% · Tiger Global Management 0.5% · Moore Capital Management 0.07%
That quarter: Earnings released Jan 25 · revenue +24.9% year over year · 8-K Feb 21 ‘Lam Research Announces New Executive Appointments to Extend Innovation Leadership and Position the Company for Long-Term Growth’
See around Mar 31, 2023 on the chart →
BABAAlibaba Group Holding Limited American Depositary Shares, each represents eight3 institutionsReported value $158.6M
Third Point LLC 2.2% · Duquesne Family Office 0.2% · Blackstone 0.07%
See around Mar 31, 2023 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.

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

ONEM1Life Healthcare, Inc. Common Stock5 institutionsPrior-quarter reported value $231.3M
Carlyle Group 6.6% · Moore Capital Management 0.07% · Baillie Gifford & Co <0.01% · Bridgewater Associates <0.01% +1 more
See around Mar 31, 2023 on the chart →
OVVOvintiv Inc.5 institutionsPrior-quarter reported value $341.2M
Third Point LLC 3.4% · Duquesne Family Office 1.0% · Point72 Asset Management 0.4% · Moore Capital Management 0.2% +1 more
See around Mar 31, 2023 on the chart →
SIVBSVB Financial Group5 institutionsPrior-quarter reported value $273.0M
Coatue Management 0.3% · Capital World Investors 0.05% · National Pension Service (Korea) 0.05% · Bridgewater Associates 0.04% +1 more
See around Mar 31, 2023 on the chart →
METAMeta Platforms, Inc.4 institutionsPrior-quarter reported value $285.5M
Baupost Group 3.4% · Glenview Capital Management 1.4% · Tudor Investment Corp 0.3% · Pzena Investment Management <0.01%
That quarter: Earnings released Feb 1 · revenue -4.5% year over year · 8-K Mar 14 ‘Update on Meta's Year of Efficiency’ · 10-K Feb 2 risk factors — 1 new headings · 2 removed · 3 reworded
See around Mar 31, 2023 on the chart →
CATCaterpillar Inc.4 institutionsPrior-quarter reported value $101.0M
Duquesne Family Office 0.8% · GQG Partners 0.2% · Moore Capital Management 0.05% · Caisse de depot (Quebec) 0.01%
That quarter: Earnings released Jan 31 · revenue +20.3% year over year · 8-K Feb 2 ‘Caterpillar Announces Appointment of Two New Independent Directors’ · 10-K Feb 15 risk factors — 2 reworded
See around Mar 31, 2023 on the chart →
COUPCoupa Software Incorporated4 institutionsPrior-quarter reported value $55.3M
Tudor Investment Corp 1.0% · Moore Capital Management 0.06% · Maverick Capital 0.03% · Soros Fund Management <0.01%
See around Mar 31, 2023 on the chart →
LILi Auto Inc. American Depositary Shares4 institutionsPrior-quarter reported value $202.8M
Viking Global Investors 0.9% · Point72 Asset Management 0.05% · Tudor Investment Corp 0.02% · Caisse de depot (Quebec) 0.01%
See around Mar 31, 2023 on the chart →
BACBank of America Corp4 institutionsPrior-quarter reported value $115.3M
Bridgewater Associates 0.6% · Point72 Asset Management 0.02% · GQG Partners 0.01% · Maverick Capital 0.01%
That quarter: Earnings released Jan 13 · revenue +11.2% year over year · 8-K Mar 31 ‘Bank of America Corporation Announces CME Term SOFR as Benchmark Replacement Rate for Certain Outstanding USD LIBOR Securities After June 30, 2023’ · 10-K Feb 22 risk factors — 1 new headings · 14 reworded
See around Mar 31, 2023 on the chart →
BIDUBaidu, Inc.4 institutionsPrior-quarter reported value $89.2M
Bridgewater Associates 0.4% · Paulson & Co 0.2% · Coatue Management 0.02% · Caisse de depot (Quebec) 0.01%
That quarter: Earnings released Mar 22 · revenue -8.2% year over year
See around Mar 31, 2023 on the chart →
LUMNLumen Technologies, Inc.4 institutionsPrior-quarter reported value $166.7M
Temasek Holdings (Singapore) 0.9% · Caisse de depot (Quebec) 0.01% · Bridgewater Associates <0.01% · National Pension Service (Korea) <0.01%
That quarter: Earnings released Feb 7 · revenue -21.6% year over year · 8-K Mar 31 ‘Lumen Announces Early Tender Results and Modification of Exchange Offers for Lumen Senior Notes’
See around Mar 31, 2023 on the chart →
UNPUnion Pacific Corporation4 institutionsPrior-quarter reported value $79.0M
Soros Fund Management 0.2% · Point72 Asset Management 0.2% · Tudor Investment Corp 0.1% · TCI Fund Management <0.01%
That quarter: Earnings released Jan 24 · revenue +7.8% year over year · 8-K Feb 27 ‘Union Pacific Provides Update on CEO Succession Process’
See around Mar 31, 2023 on the chart →
ALLYAlly Financial Inc.4 institutionsPrior-quarter reported value $12.4M
Tudor Investment Corp 0.1% · National Pension Service (Korea) 0.01% · Maverick Capital 0.01% · Caisse de depot (Quebec) <0.01%
See around Mar 31, 2023 on the chart →
FPACFar Peak Acquisition Corporation4 institutionsPrior-quarter reported value $13.6M
Moore Capital Management 0.06% · Apollo Global Management 0.05% · Oaktree Capital Management 0.03% · Point72 Asset Management 0.01%
See around Mar 31, 2023 on the chart →
ADBEAdobe Inc.3 institutionsPrior-quarter reported value $755.8M
Fundsmith 3.2% · Moore Capital Management 0.7% · ARK Invest 0.1%
That quarter: Earnings released Mar 15 · revenue +9.2% year over year · 10-K Jan 17 risk factors — 3 removed · 5 reworded
See around Mar 31, 2023 on the chart →
AVTRAvantor, Inc.3 institutionsPrior-quarter reported value $165.0M
Maverick Capital 2.8% · Duquesne Family Office 0.2% · Point72 Asset Management 0.1%
See around Mar 31, 2023 on the chart →
CCKCrown Holdings Inc.3 institutionsPrior-quarter reported value $61.0M
Maverick Capital 1.4% · Bridgewater Associates <0.01% · National Pension Service (Korea) <0.01%
See around Mar 31, 2023 on the chart →
DISThe Walt Disney Company3 institutionsPrior-quarter reported value $86.2M
Third Point LLC 1.4% · Tudor Investment Corp 0.05% · Point72 Asset Management <0.01%
That quarter: Earnings released Feb 8 · revenue +7.8% year over year · 8-K Mar 13 ‘SONIA COLEMAN NAMED CHIEF HUMAN RESOURCES OFFICER OF THE WALT DISNEY COMPANY’
See around Mar 31, 2023 on the chart →
BNTXBioNTech SE American Depositary Share3 institutionsPrior-quarter reported value $139.1M
Coatue Management 1.0% · Point72 Asset Management 0.1% · Tudor Investment Corp 0.02%
See around Mar 31, 2023 on the chart →
FCNCAFirst Citizens BancShares Inc3 institutionsPrior-quarter reported value $136.4M
Lone Pine Capital 1.3% · Tudor Investment Corp 0.05% · Caisse de depot (Quebec) <0.01%
See around Mar 31, 2023 on the chart →
GTMZoomInfo Technologies Inc Common Stock3 institutionsPrior-quarter reported value $55.7M
Glenview Capital Management 1.2% · Bridgewater Associates 0.02% · Caisse de depot (Quebec) <0.01%
See around Mar 31, 2023 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

FISFidelity National Information Services, Inc.7 quarters in a row
This quarter: 6 bought or added · 4 trimmed or sold
DUOLDuolingo, Inc.7 quarters in a row
This quarter: 5 bought or added · 1 trimmed or sold
That quarter: Earnings released Feb 28 · revenue +42.2% year over year · 10-K Mar 1 risk factors — 1 new headings · 4 removed · 3 reworded
BAPCredicorp LTD7 quarters in a row
This quarter: 4 bought or added · 1 trimmed or sold
CRMSalesforce, Inc.5 quarters in a row
This quarter: 11 bought or added · 8 trimmed or sold
That quarter: Earnings released Mar 1 · revenue +14.4% year over year · 8-K Jan 27 ‘Salesforce Announces Appointment of Three New Independent Directors’ · 10-K Mar 8 risk factors — 1 removed · 1 reworded
DHRDanaher Corporation5 quarters in a row
This quarter: 7 bought or added · 2 trimmed or sold
That quarter: Earnings released Jan 24 · revenue -12.4% year over year · 10-K Feb 22 risk factors — 2 new headings · 3 removed · 10 reworded
MSCIMSCI, Inc.5 quarters in a row
This quarter: 4 bought or added · 3 trimmed or sold
ECLEcolab Inc.5 quarters in a row
This quarter: 3 bought or added · 2 trimmed or sold
That quarter: Earnings released Feb 14 · revenue +9.1% year over year
GOOGLAlphabet Inc. Class A4 quarters in a row
This quarter: 13 bought or added · 7 trimmed or sold
That quarter: Earnings released Feb 2 · revenue +1.0% year over year · 10-K Feb 3 risk factors — 2 new headings · 2 removed · 12 reworded
METAMeta Platforms, Inc.4 quarters in a row
This quarter: 11 bought or added · 10 trimmed or sold
That quarter: Earnings released Feb 1 · revenue -4.5% year over year · 8-K Mar 14 ‘Update on Meta's Year of Efficiency’ · 10-K Feb 2 risk factors — 1 new headings · 2 removed · 3 reworded
COFCapital One Financial4 quarters in a row
This quarter: 6 bought or added · 5 trimmed or sold
That quarter: Earnings released Jan 24 · revenue +11.4% year over year
CLVTClarivate Plc4 quarters in a row
This quarter: 5 bought or added · 2 trimmed or sold
CMACOMERICA INC4 quarters in a row
This quarter: 5 bought or added · 1 trimmed or sold
MRNAModerna, Inc.4 quarters in a row
This quarter: 5 bought or added · 2 trimmed or sold
That quarter: Earnings released Feb 23 · revenue -29.5% year over year · 10-K Feb 24 risk factors — 8 new headings · 5 removed · 16 reworded
THCTenet Healthcare Corporation New4 quarters in a row
This quarter: 5 bought or added · 3 trimmed or sold
AMTAmerican Tower Corporation4 quarters in a row
This quarter: 4 bought or added · 3 trimmed or sold
That quarter: Earnings released Feb 23 · revenue +10.6% year over year · 8-K Mar 9 ‘AMERICAN TOWER CORPORATION DECLARES QUARTERLY DISTRIBUTION’ · 10-K Feb 23 risk factors — 1 new headings · 1 removed · 3 reworded
FLTFleetCor Technologies, Inc.4 quarters in a row
This quarter: 4 bought or added · 2 trimmed or sold
RIORIO TINTO PLC-SPON ADR4 quarters in a row
This quarter: 3 bought or added · 2 trimmed or sold
RRCRange Resources Corp4 quarters in a row
This quarter: 3 bought or added · 2 trimmed or sold
SWNSouthwestern Energy Company4 quarters in a row
This quarter: 2 bought or added · 1 trimmed or sold
TECKTeck Resources Limited3 quarters in a row
This quarter: 9 bought or added · 2 trimmed or sold

Trimmed or sold quarter after quarter

HPQHP Inc.8+ quarters in a row
This quarter: 3 bought or added · 5 trimmed or sold
That quarter: Earnings released Feb 28 · revenue -18.9% year over year
PODDInsulet Corporation8+ quarters in a row
This quarter: 0 bought or added · 5 trimmed or sold
JNPRJuniper Networks Inc7 quarters in a row
This quarter: 3 bought or added · 4 trimmed or sold
JPMJPMorgan Chase & Co.6 quarters in a row
This quarter: 4 bought or added · 5 trimmed or sold
That quarter: Earnings released Jan 13 · revenue +18.1% year over year · 8-K Mar 1 ‘JPMORGAN CHASE ANNOUNCES CME TERM SOFR AS REPLACEMENT REFERENCE RATE FOR OUTSTANDING U.S. DOLLAR LIBOR-LINKED SECURITIES AND OTHER INSTRUMENTS’ · 10-K Feb 21 risk factors — 2 removed · 6 reworded
DOWDow Inc.6 quarters in a row
This quarter: 1 bought or added · 4 trimmed or sold
That quarter: Earnings released Jan 26 · revenue -17.4% year over year
BHFBrighthouse Financial, Inc.6 quarters in a row
This quarter: 1 bought or added · 3 trimmed or sold
VMWVMware, Inc5 quarters in a row
This quarter: 0 bought or added · 7 trimmed or sold
STZConstellation Brands, Inc.5 quarters in a row
This quarter: 1 bought or added · 6 trimmed or sold
That quarter: Earnings released Jan 5 · revenue +5.0% year over year · 8-K Jan 30 ‘CONSTELLATION BRANDS PRICES OFFERING OF SENIOR NOTES’
TXTTEXTRON INC5 quarters in a row
This quarter: 1 bought or added · 3 trimmed or sold
NOVNOV Inc.5 quarters in a row
This quarter: 1 bought or added · 2 trimmed or sold
BIDUBaidu, Inc.4 quarters in a row
This quarter: 1 bought or added · 6 trimmed or sold
That quarter: Earnings released Mar 22 · revenue -8.2% year over year
HPEHewlett Packard Enterprise Company4 quarters in a row
This quarter: 1 bought or added · 6 trimmed or sold
That quarter: Earnings released Mar 2 · revenue +12.2% year over year · 8-K Jan 10 ‘Hewlett Packard Enterprise names Frank D'Amelio, former CFO of Pfizer Inc., to Board of Directors’
LILi Auto Inc. American Depositary Shares4 quarters in a row
This quarter: 0 bought or added · 6 trimmed or sold
LMTLockheed Martin Corporation4 quarters in a row
This quarter: 3 bought or added · 5 trimmed or sold
That quarter: Earnings released Jan 24 · revenue +7.1% year over year · 10-K Jan 26 risk factors — 2 new headings · 3 removed · 6 reworded
ONEM1Life Healthcare, Inc. Common Stock4 quarters in a row
This quarter: 0 bought or added · 5 trimmed or sold
POSTPOST HOLDINGS INC4 quarters in a row
This quarter: 0 bought or added · 5 trimmed or sold
TRMBTrimble Inc. Common Stock4 quarters in a row
This quarter: 3 bought or added · 4 trimmed or sold
SHELShell plc American Depositary Shares (Each represents two Ordinary shares)4 quarters in a row
This quarter: 1 bought or added · 3 trimmed or sold
XPEVXPeng Inc.4 quarters in a row
This quarter: 0 bought or added · 3 trimmed or sold
SWKSTANLEY BLACK & DECKER INC4 quarters in a row
This quarter: 1 bought or added · 2 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	33	34	149	104	199
Financials	29	33	67	88	83
Software	31	36	87	74	86
Consumer Goods	21	28	70	56	85
Retail	30	35	74	50	72
Industrials	25	22	77	55	79
Internet	30	31	51	50	52
Semiconductors	25	24	47	32	40
Utilities	16	15	37	49	52
Insurance	18	25	33	33	39
Energy	17	21	29	33	40
REITs	13	12	25	24	49
Media	20	22	30	30	34
Chemicals	19	19	36	23	28
Materials	14	18	24	12	31
Transportation	18	13	25	19	22
IT Hardware	20	14	14	15	18
Defense & Aerospace	13	16	18	19	20
Hotels & Travel	14	16	13	11	18
EV & Autos	14	18	12	17	19
Telecom	13	16	16	9	13
Construction	12	13	17	14	16
Crypto	5	1	4	1	3

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 2023

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

NewCOF 0.3% · DEO 0.01%

Fully soldBNY 0.4% · RH 0.2% · TSM 0.2% · USB 0.1%

AddedAAPL 46.4% · BAC 9.1% · OXY 4.1%

TrimmedCVX 6.7% · ATVI 1.3% · GM 0.5%

Full holdings and 13F alerts for this institution →

Pershing Square Capital — Q1 2023

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

NewGOOG 8.2% · GOOGL 2.2%

TrimmedLOW 19.6% · CMG 17.2% · HLT 12.8%

Full holdings and 13F alerts for this institution →

Baupost Group — Q1 2023

New 3 · added 3 · trimmed 11 · fully sold 4

NewSWKS 1.4% · JAZZ 1.2% · STX 0.1%

Fully soldMETA 3.4% · MU 2.7% · AMZN 1.4% · NUVB 0.1%

AddedGOOG 10.4% · FIS 4.5% · OPTU 0.3%

TrimmedQRVO 8.1% · WBD 6.5% · EDU 3.6%

Full holdings and 13F alerts for this institution →

Icahn Capital LP — Q1 2023

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

NewILMN 0.5%

AddedSWX 3.0%

TrimmedNWL 1.7% · HRI 0.1%

Full holdings and 13F alerts for this institution →

Third Point LLC — Q1 2023

New 13 · added 3 · trimmed 4 · fully sold 6

NewGOOGL 8.1% · HCA 3.7% · CRM 2.6% · BABA 2.2% · NATI 1.7%

Fully soldS 3.6% · TJX 3.5% · OVV 3.4% · FIS 2.3% · DIS 1.4%

AddedDD 4.7% · IFF 3.8% · HTZ 1.7%

TrimmedCL 13.6% · MSFT 5.0% · UNH 2.6%

Full holdings and 13F alerts for this institution →

Elliott Management — Q1 2023

New 0 · added 2 · trimmed 4 · fully sold 4

Fully soldJNK 1.9% · AJRD 0.4% · NWS 0.01% · NWSA 0.01%

AddedTFPM 14.9% · LQD 2.0%

TrimmedHWM 7.7% · BTU 4.0% · VAL 0.9%

Full holdings and 13F alerts for this institution →

ValueAct Capital — Q1 2023

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

NewSPOT 4.9%

Fully soldLKQ 6.1%

AddedCRM 11.3% · NSIT 10.5%

TrimmedFISV 21.4% · KKR 17.6%

Full holdings and 13F alerts for this institution →

Starboard Value LP — Q1 2023

New 1 · added 4 · trimmed 6 · fully sold 2

NewROG 3.4%

Fully soldIWM 1.7% · MD 1.6%

AddedSPLK 8.8% · HUM 7.8% · CVLT 1.8%

TrimmedCRM 10.1% · ACM 9.1% · WTW 8.5%

Full holdings and 13F alerts for this institution →

Greenlight Capital — Q1 2023

New 4 · added 8 · trimmed 6 · fully sold 2

NewBKI 2.9% · FCNCA 1.2% · NYB 1.1% · OIH 0.1%

Fully soldVSXY 1.0% · CNX 0.3%

AddedCEIX 8.6% · TECK 4.9% · THC 4.6%

TrimmedBHF 7.5% · KD 6.8% · SLV 1.8%

Full holdings and 13F alerts for this institution →

Glenview Capital Management — Q1 2023

New 10 · added 15 · trimmed 15 · fully sold 12

NewAMZN 1.0% · AVTR 0.9% · FDX 0.8% · DVA 0.5% · KNX 0.5%

Fully soldBAX 2.3% · META 1.4% · GTM 1.2% · BKNG 0.8% · LVS 0.8%

AddedVVV 2.9% · ALIT 2.9% · HCA 2.6%

TrimmedTHC 9.5% · FISV 5.3% · GPN 5.2%

Full holdings and 13F alerts for this institution →

Paulson & Co — Q1 2023

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

NewSJR 4.1% · AUY 2.8%

Fully soldKWEB 6.3% · POSH 0.5% · BIDU 0.2%

TrimmedHZNP 9.1%

Full holdings and 13F alerts for this institution →

TCI Fund Management — Q1 2023

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

NewGE 8.6%

Fully soldGOOGL 4.7% · UNP <0.01%

AddedMCO 10.9% · TMO 1.6%

TrimmedMSFT 15.1% · V 14.9% · GOOG 8.4%

Full holdings and 13F alerts for this institution →

Harris Associates (Oakmark) — Q1 2023

New 13 · added 36 · trimmed 64 · fully sold 9

NewKR 0.4% · TFC 0.4% · CRBG 0.08% · CIGI 0.01% · CCK 0.01%

Fully soldPHG 0.4% · ETSY 0.3% · TV 0.2% · QQQ 0.04% · INTC <0.01%

AddedAMZN 4.6% · CHTR 3.0% · COF 2.9%

TrimmedFISV 3.8% · CRM 3.0% · GM 2.7%

Full holdings and 13F alerts for this institution →

Fundsmith — Q1 2023

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

NewGGG 0.2% · MAR 0.07% · MA 0.07%

Fully soldADBE 3.2%

AddedMETA 5.2% · PG 1.1% · AAPL 0.9%

TrimmedIDXX 6.4% · EL 5.8%

Full holdings and 13F alerts for this institution →

Akre Capital Management — Q1 2023

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

Fully soldALRM 0.1%

AddedBN 5.2% · DBRG 0.5%

TrimmedADBE 4.1% · KMX 1.8%

Full holdings and 13F alerts for this institution →

Pzena Investment Management — Q1 2023

New 12 · added 25 · trimmed 52 · fully sold 16

NewGEHC 1.3% · CHTR 0.9% · MDT 0.4% · COLB 0.2% · AYI 0.2%

Fully soldNRG 1.2% · TXT 0.2% · THNPY 0.09% · META <0.01% · PPLI <0.01%

AddedEIX 4.3% · DOW 3.5% · SSNC 3.4%

TrimmedGE 5.0% · PVH 2.8% · AIG 2.1%

Full holdings and 13F alerts for this institution →

Appaloosa Management — Q1 2023

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

NewFDX 4.2% · NVDA 2.2% · TSLA 1.6% · ARKK 1.1% · MTCH 1.1%

AddedGOOG 11.6% · AMZN 10.9% · UBER 10.1%

TrimmedCEG 8.7% · CRM 3.1% · HCA 2.0%

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Duquesne Family Office — Q1 2023

New 18 · added 7 · trimmed 9 · fully sold 23

NewMSFT 9.1% · IQV 4.1% · GOOGL 4.0% · AMZN 3.6% · TSM 2.3%

Fully soldCVE 2.6% · LEN 2.0% · DE 1.6% · OXY 1.3% · T 1.3%

AddedNVDA 9.5% · LW 9.0% · TECK 5.1%

TrimmedLLY 9.0% · META 2.2% · CVX 1.6%

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Bridgewater Associates — Q1 2023

New 72 · added 135 · trimmed 226 · fully sold 151

NewHD 0.3% · APD 0.2% · LOW 0.2% · UPS 0.1% · LYB 0.09%

Fully soldBAC 0.6% · JPM 0.5% · BIDU 0.4% · WFC 0.4% · SCHW 0.3%

AddedIEMG 5.3% · GOOGL 1.5% · V 1.4%

TrimmedIVV 4.6% · PEP 3.1% · KO 3.1%

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Soros Fund Management — Q1 2023

New 29 · added 16 · trimmed 19 · fully sold 17

NewAWK 0.7% · IWM 0.5% · AER 0.5% · KWEB 0.4% · EMXC 0.3%

Fully soldAIMC 1.6% · DHI 0.8% · IGSB 0.7% · QQQ 0.5% · TDG 0.3%

AddedHZNP 5.5% · EL 0.6% · BKNG 0.6%

TrimmedGOOGL 2.3% · FHN 2.0% · AMZN 1.1%

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Tudor Investment Corp — Q1 2023

New 244 · added 239 · trimmed 191 · fully sold 207

NewPSX 0.5% · JNJ 0.5% · JCI 0.5% · AMGN 0.4% · CB 0.3%

Fully soldCOUP 1.0% · COWN 1.0% · EVOP 0.9% · STOR 0.5% · POSH 0.4%

AddedHZNP 1.8% · CL 0.5% · CVS 0.5%

TrimmedAI 0.4% · CME 0.3% · VMW 0.3%

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Moore Capital Management — Q1 2023

New 88 · added 38 · trimmed 43 · fully sold 82

NewGOOGL 1.4% · MSFT 1.1% · KEY 0.6% · PEP 0.5% · JD 0.5%

Fully soldTLT 9.1% · EEM 4.8% · FXI 3.3% · ADBE 0.7% · Z 0.7%

AddedNVDA 8.3% · BABA 4.7% · META 2.2%

TrimmedSEDG 1.0% · NOW 0.8% · ALIT 0.7%

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ARK Invest — Q1 2023

New 3 · added 40 · trimmed 51 · fully sold 7

NewAMD 0.1% · PINS 0.09% · MBLY 0.02%

Fully soldFATE 0.4% · ADBE 0.1% · NIO 0.03% · CGEN 0.01% · VUG <0.01%

AddedTSLA 7.8% · ROKU 5.7% · ZM 5.5%

TrimmedEXAS 5.3% · DKNG 3.2% · TWLO 2.9%

Full holdings and 13F alerts for this institution →

Tiger Global Management — Q1 2023

New 9 · added 10 · trimmed 14 · fully sold 6

NewTSM 1.3% · AAPL 1.3% · XP 0.8% · LRCX 0.5% · AMAT 0.5%

Fully soldMTCH 0.7% · APP 0.6% · WRBY 0.02% · JOBY 0.02% · PDD <0.01%

AddedMSFT 15.6% · JD 9.6% · AMZN 9.1%

TrimmedMETA 14.4% · WDAY 4.7% · SE 2.6%

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Coatue Management — Q1 2023

New 17 · added 33 · trimmed 12 · fully sold 19

NewTSM 3.6% · UNH 1.6% · FCNCA 0.8% · GOOG 0.8% · ON 0.4%

Fully soldAVGO 2.0% · BBWI 1.5% · BNTX 1.0% · GTLB 0.8% · EFX 0.6%

AddedMETA 11.4% · NVDA 9.2% · TSLA 6.7%

TrimmedEDR 1.5% · BABA 1.0% · ENPH 1.0%

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Viking Global Investors — Q1 2023

New 18 · added 23 · trimmed 17 · fully sold 14

NewLULU 3.2% · SHW 2.4% · EMR 1.0% · GTM 0.8% · CEG 0.8%

Fully soldBN 1.1% · RH 1.0% · UBER 1.0% · LI 0.9% · AIG 0.8%

AddedV 6.9% · MCK 5.4% · UNH 4.7%

TrimmedAMZN 3.7% · CB 3.2% · HDB 2.6%

Full holdings and 13F alerts for this institution →

Maverick Capital — Q1 2023

New 129 · added 108 · trimmed 64 · fully sold 70

NewNVDA 3.3% · CEG 1.6% · NU 1.6% · WING 0.1% · CAR 0.08%

Fully soldAVTR 2.8% · OSH 2.8% · CCK 1.4% · TGTX 1.2% · GOOG 0.4%

AddedCRM 4.4% · RCKT 1.9% · MELI 1.6%

TrimmedCPNG 30.1% · META 4.3% · AMZN 3.9%

Full holdings and 13F alerts for this institution →

Lone Pine Capital — Q1 2023

New 2 · added 8 · trimmed 13 · fully sold 3

NewKKR 3.2% · BILL 1.4%

Fully soldTMO 3.1% · FCNCA 1.3% · EFX 0.01%

AddedCRM 3.8% · ASML 2.9% · FND 2.8%

TrimmedWDAY 8.2% · MSFT 7.2% · TSM 7.0%

Full holdings and 13F alerts for this institution →

SoftBank Vision Fund — Q1 2023

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

NewBGRY 1.2% · IONQ 0.5% · EXAI 0.4% · SEER 0.3% · YMM 0.2%

Fully soldAURC 0.4% · SVFAU 0.3%

AddedSYM 6.5%

TrimmedEQRX 0.5%

Full holdings and 13F alerts for this institution →

Dragoneer Investment Group — Q1 2023

New 2 · added 10 · trimmed 4 · fully sold 3

NewXYZ 5.1% · SCHW 1.4%

Fully soldIOT 1.1% · LAW 0.4% · FND 0.3%

AddedGTM 12.4% · SNOW 11.3% · GLBE 10.3%

TrimmedJAMF 7.6% · PTON 2.5% · CWAN 0.9%

Full holdings and 13F alerts for this institution →

Capital World Investors — Q1 2023

New 14 · added 102 · trimmed 104 · fully sold 29

NewUAL 0.1% · PARA 0.09% · AFRM 0.04% · UBS 0.03% · LUV 0.02%

Fully soldINTC 0.1% · ADP 0.1% · DUK 0.08% · ABT 0.08% · CSCO 0.07%

AddedPM 2.3% · META 1.6% · GILD 1.3%

TrimmedMSFT 5.2% · AVGO 3.6% · UNH 2.9%

Full holdings and 13F alerts for this institution →

PRIMECAP Management — Q1 2023

New 7 · added 55 · trimmed 93 · fully sold 4

NewTTD 0.04% · NXT 0.04% · BNY 0.03% · LKFT 0.02% · MRVL 0.02%

Fully soldSPHR 0.03% · NOK <0.01% · MSGS <0.01% · KR <0.01%

AddedINTC 2.0% · BMRN 1.6% · ORCL 1.1%

TrimmedLLY 7.6% · MSFT 2.9% · FDX 2.7%

Full holdings and 13F alerts for this institution →

GQG Partners — Q1 2023

New 9 · added 30 · trimmed 22 · fully sold 17

NewNVDA 6.0% · GOOG 5.7% · LRCX 2.4% · META 2.2% · ADBE 1.5%

Fully soldSCHW 3.9% · NOC 1.2% · BRK.A 1.0% · LPLA 0.5% · LHX 0.3%

AddedUNH 6.0% · IBN 3.6% · SLB 3.6%

TrimmedXOM 5.6% · PM 5.5% · ENB 5.4%

Full holdings and 13F alerts for this institution →

Baker Bros. Advisors — Q1 2023

New 3 · added 10 · trimmed 3 · fully sold 5

NewSANA 0.04% · RLAY 0.03% · GLUE 0.02%

Fully soldHZNP 0.7% · TVTX 0.1% · ZYME 0.08% · ALT 0.06% · RETA 0.05%

AddedRYTM 0.6% · SWTX 0.4% · RVMD 0.3%

TrimmedBMRN 2.0% · IDYA 0.06% · DSGN 0.02%

Full holdings and 13F alerts for this institution →

Sands Capital Management — Q1 2023

New 2 · added 12 · trimmed 30 · fully sold 3

NewAXON 0.7% · RACE 0.05%

Fully soldPAGS 0.2% · NIO 0.2% · VUG 0.01%

AddedSE 4.5% · ENTG 2.4% · NVDA 1.7%

TrimmedV 6.7% · DXCM 5.3% · AMZN 5.2%

Full holdings and 13F alerts for this institution →

Durable Capital Partners — Q1 2023

New 4 · added 13 · trimmed 19 · fully sold 5

NewBFAM 1.3% · CTLT 0.9% · CPRT 0.6% · CIGI 0.5%

Fully soldEYE 1.2% · IDXX 0.9% · MTN 0.4% · XMTR 0.2% · CFLT 0.2%

AddedRBC 4.4% · WST 4.0% · JBHT 3.5%

TrimmedINTU 7.0% · MSCI 6.5% · TEAM 3.5%

Full holdings and 13F alerts for this institution →

Generation Investment Management — Q1 2023

New 2 · added 8 · trimmed 11 · fully sold 2

NewDHR 2.0% · CPNG 0.04%

Fully soldBABA 1.9% · TRMB 0.6%

AddedMSFT 8.0% · AMZN 7.0% · AMAT 4.9%

TrimmedTT 4.6% · EFX 4.5% · MELI 4.3%

Full holdings and 13F alerts for this institution →

Point72 Asset Management — Q1 2023

New 335 · added 187 · trimmed 225 · fully sold 154

NewWMT 1.3% · INTC 1.1% · NVDA 0.8% · T 0.6% · DHR 0.5%

Fully soldUBER 0.8% · NTAP 0.6% · BKNG 0.5% · HAL 0.4% · ORCL 0.4%

AddedANET 1.1% · GOOGL 1.1% · ADI 0.8%

TrimmedMETA 1.6% · AVGO 1.4% · AMZN 1.3%

Full holdings and 13F alerts for this institution →

Dodge & Cox — Q1 2023

New 12 · added 25 · trimmed 55 · fully sold 1

NewGEHC 0.9% · D 0.6% · NVDA 0.02% · SNOW 0.02% · AI <0.01%

Fully soldCB <0.01%

AddedCHTR 2.1% · GSK 1.7% · REGN 1.3%

TrimmedFDX 2.6% · VMW 2.3% · GE 2.3%

Full holdings and 13F alerts for this institution →

Baillie Gifford & Co — Q1 2023

New 3 · added 104 · trimmed 72 · fully sold 15

NewIOT 0.3% · WAB 0.02% · NYT 0.01%

Fully soldCRM 0.5% · PPLI 0.07% · NATI 0.06% · CFR 0.05% · STNE 0.01%

AddedMRNA 6.4% · AMZN 3.6% · SE 1.7%

TrimmedTSLA 4.9% · NVDA 4.0% · ILMN 3.2%

Full holdings and 13F alerts for this institution →

Apollo Global Management — Q1 2023

New 4 · added 2 · trimmed 5 · fully sold 4

NewKRE 0.4% · WWE 0.06% · OPTU 0.03% · DISH 0.03%

Fully soldJXN 0.4% · LUCK 0.3% · FPAC 0.05% · LBTY.K 0.04%

AddedMNKD 0.03% · AFT 0.01%

TrimmedSNX 31.6% · SNCY 3.4% · CWEN.A 0.5%

Full holdings and 13F alerts for this institution →

Carlyle Group — Q1 2023

New 8 · added 2 · trimmed 0 · fully sold 2

NewPCVX 2.1% · VRNA 1.5% · HLVX 0.9% · VERA 0.7% · PHAT 0.6%

Fully soldONEM 6.6% · SPNT 0.02%

AddedGDS 2.3% · SMHI 0.3%

Full holdings and 13F alerts for this institution →

Oaktree Capital Management — Q1 2023

New 2 · added 7 · trimmed 6 · fully sold 9

NewOCSL 0.3% · YPF 0.2%

Fully soldPHM 0.3% · VAL 0.3% · CVT 0.2% · AFYA 0.2% · PAGS 0.1%

AddedVALE 1.5% · FCX 1.2% · ALVO 1.1%

TrimmedVST 6.2% · WFRD 1.2% · PCG 1.0%

Full holdings and 13F alerts for this institution →

Saudi Arabia Public Inv. Fund — Q1 2023

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

NewBE 0.06%

Fully soldFTCHQ 0.03%

AddedEA 8.4% · PYPL 1.6% · SE 0.2%

TrimmedV 0.6% · PDD 0.3%

Full holdings and 13F alerts for this institution →

Temasek Holdings (Singapore) — Q1 2023

New 3 · added 10 · trimmed 6 · fully sold 3

NewMU 0.07% · PCOR 0.02% · GTLB 0.01%

Fully soldDELL 2.1% · SCHP 2.0% · LUMN 0.9%

AddedBABA 5.8% · IBN 3.2% · SNOW 1.4%

TrimmedONC 3.8% · ZTO 1.8% · ABNB 1.4%

Full holdings and 13F alerts for this institution →

National Pension Service (Korea) — Q1 2023

New 12 · added 191 · trimmed 141 · fully sold 18

NewGEHC 0.06% · EQT 0.01% · HST 0.01% · EQH 0.01% · LW 0.01%

Fully soldFITB 0.07% · APO 0.06% · KEY 0.06% · SIVB 0.05% · ALLY 0.01%

AddedAAPL 6.8% · MSFT 5.2% · NVDA 1.8%

TrimmedKO 0.7% · TMO 0.6% · COST 0.6%

Full holdings and 13F alerts for this institution →

Blackstone — Q1 2023

New 25 · added 10 · trimmed 15 · fully sold 4

NewMAA 0.3% · GOOGL 0.3% · BAER 0.2% · USAC 0.2% · BILL 0.1%

Fully soldXOP 0.1% · PYPL 0.04% · HESM 0.03% · ONEM <0.01%

AddedLNG 4.0% · KNTK 0.8% · SUN 0.3%

TrimmedET 7.9% · BMBL 2.9% · TRGP 2.5%

Full holdings and 13F alerts for this institution →

Silver Lake — Q1 2023

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

Fully soldPATH 0.08%

Full holdings and 13F alerts for this institution →

Sequoia Capital (SC US) — Q1 2023

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

NewPRST <0.01%

TrimmedDASH 26.2% · NU 23.3% · BEKE 1.8%

Full holdings and 13F alerts for this institution →

Caisse de depot (Quebec) — Q1 2023

New 33 · added 165 · trimmed 206 · fully sold 63

NewXLP 1.0% · XLU 0.5% · TECK 0.1% · GFL 0.1% · UTHR 0.1%

Fully soldVNQ 0.4% · XLRE 0.3% · FTS 0.1% · TAP 0.04% · QRVO 0.03%

AddedXLV 2.1% · CSCO 1.8% · MA 1.8%

TrimmedGIB 5.2% · AAPL 3.6% · JNJ 1.1%

Full holdings and 13F alerts for this institution →

Gates Foundation Trust — Q1 2023

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

TrimmedBRK.B 16.7%

Full holdings and 13F alerts for this institution →

No filing this quarter: Jana Partners

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.