Stocklore

Q4 2023 13F recap

Of the 52 institutions we track, 53 filed their holdings as of the end of Q4 2023 (Dec 31, 2023) with the SEC between Jan 17 and Feb 15. This page compares them with the prior quarter (Q3 2023).

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

237 stocks
Stocks newly bought by 2+ institutions
267 stocks
Stocks fully sold by 2+ institutions
1,054
New positions (institution × stock)
1,205
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.

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

  1. LBTYALiberty Global Ltd. Class A Common Shares7 institutionsReported value $544.8M
    Baupost Group 2.8% · Oaktree Capital Management 0.7% · Harris Associates (Oakmark) 0.5% · Glenview Capital Management 0.07% +3 more
    See around Dec 31, 2023 on the chart →
  2. VLTOVERALTO CORP7 institutionsReported value $264.4M
    Generation Investment Management 0.3% · National Pension Service (Korea) 0.04% · Gates Foundation Trust 0.02% · Capital World Investors 0.02% +3 more
    See around Dec 31, 2023 on the chart →
  3. BIRKBirkenstock Holding plc6 institutionsReported value $351.9M
    Durable Capital Partners 1.8% · Soros Fund Management 0.4% · Dragoneer Investment Group 0.3% · Tudor Investment Corp 0.04% +2 more
    See around Dec 31, 2023 on the chart →
  4. NEENextEra Energy, Inc.6 institutionsReported value $188.4M
    Coatue Management 0.1% · Point72 Asset Management 0.09% · Moore Capital Management 0.03% · Capital World Investors 0.02% +2 more
    That quarter: Earnings released Oct 24 · revenue +12.5% year over year
    See around Dec 31, 2023 on the chart →
  5. LBTYKLiberty Global Ltd. Class C Common Shares4 institutionsReported value $952.9M
    Baupost Group 17.2% · Dodge & Cox 0.1% · Point72 Asset Management <0.01% · Maverick Capital <0.01%
    See around Dec 31, 2023 on the chart →
  6. AVGOBroadcom Inc.4 institutionsReported value $472.1M
    Silver Lake 1.6% · Tiger Global Management 1.4% · PRIMECAP Management 0.05% · Dodge & Cox 0.04%
    That quarter: Earnings released Dec 7 · revenue +4.1% year over year · 8-K Nov 22 ‘Broadcom Completes Acquisition of VMware’ · 10-K Dec 14 risk factors — 5 new headings · 2 removed · 4 reworded
    See around Dec 31, 2023 on the chart →
  7. CCICrown Castle Inc.4 institutionsReported value $220.3M
    Moore Capital Management 0.8% · Elliott Management 0.8% · Tudor Investment Corp 0.3% · Bridgewater Associates <0.01%
    See around Dec 31, 2023 on the chart →
  8. LWLamb Weston Holdings, Inc.4 institutionsReported value $391.1M
    Viking Global Investors 1.4% · Moore Capital Management 0.04% · Tudor Investment Corp 0.04% · Maverick Capital 0.02%
    See around Dec 31, 2023 on the chart →
  9. SGISomnigroup International Inc.4 institutionsReported value $51.7M
    Duquesne Family Office 1.1% · Moore Capital Management 0.05% · Point72 Asset Management 0.02% · Tudor Investment Corp <0.01%
    See around Dec 31, 2023 on the chart →
  10. NEMNewmont Corporation4 institutionsReported value $21.8M
    Duquesne Family Office 0.6% · Bridgewater Associates 0.01% · Maverick Capital 0.01% · Tudor Investment Corp <0.01%
    That quarter: Earnings released Oct 26 · revenue -5.4% year over year · 8-K Dec 29 ‘Newmont Announces the Settlement of the Exchange Offers and Consent Solicitations’
    See around Dec 31, 2023 on the chart →
  11. BGBunge Global SA4 institutionsReported value $2.00B
    Capital World Investors 0.3% · Caisse de depot (Quebec) 0.1% · Bridgewater Associates 0.02% · Tudor Investment Corp 0.02%
    That quarter: Earnings released Oct 26 · revenue -15.1% year over year · 8-K Oct 6 ‘Bunge Shareholders Approve Viterra Combination’
    See around Dec 31, 2023 on the chart →
  12. NSCNorfolk Southern Corporation4 institutionsReported value $88.4M
    Appaloosa Management 0.2% · Point72 Asset Management 0.2% · Moore Capital Management 0.1% · Maverick Capital 0.01%
    That quarter: Earnings released Oct 25 · revenue -11.1% year over year
    See around Dec 31, 2023 on the chart →
  13. VALEVale S.A.4 institutionsReported value $33.4M
    Moore Capital Management 0.08% · Point72 Asset Management 0.06% · Pzena Investment Management 0.01% · Tudor Investment Corp 0.01%
    See around Dec 31, 2023 on the chart →
  14. EXPEExpedia Group, Inc.3 institutionsReported value $668.9M
    ValueAct Capital 12.9% · Tudor Investment Corp 0.2% · Caisse de depot (Quebec) <0.01%
    That quarter: Earnings released Nov 2 · revenue +8.6% year over year
    See around Dec 31, 2023 on the chart →
  15. ALITAlight, Inc.3 institutionsReported value $163.1M
    Greenlight Capital 3.9% · Greenlight Capital 3.9% · Point72 Asset Management 0.01%
    See around Dec 31, 2023 on the chart →
  16. VTRSViatris Inc. Common Stock3 institutionsReported value $138.4M
    Greenlight Capital 1.8% · Greenlight Capital 1.8% · Glenview Capital Management 1.4%
    See around Dec 31, 2023 on the chart →
  17. ORCLOracle Corporation3 institutionsReported value $369.8M
    Appaloosa Management 2.4% · Point72 Asset Management 0.6% · Bridgewater Associates <0.01%
    That quarter: Earnings released Dec 11 · revenue +5.4% year over year
    See around Dec 31, 2023 on the chart →
  18. PAYCPAYCOM SOFTWARE, INC.3 institutionsReported value $349.0M
    ValueAct Capital 2.5% · Harris Associates (Oakmark) 0.3% · Point72 Asset Management 0.07%
    See around Dec 31, 2023 on the chart →
  19. GEGE Aerospace3 institutionsReported value $290.0M
    Lone Pine Capital 2.3% · Tudor Investment Corp 0.2% · Temasek Holdings (Singapore) 0.01%
    That quarter: Earnings released Oct 24 · revenue -35.7% year over year · 8-K Nov 14 ‘GE Announces Boards of Directors for Future Independent GE Vernova and GE Aerospace’
    See around Dec 31, 2023 on the chart →
  20. BMRNBioMarin Pharmaceuticals Inc3 institutionsReported value $370.3M
    Elliott Management 1.6% · Third Point LLC 0.6% · Point72 Asset Management 0.1%
    That quarter: Earnings released Nov 1 · revenue +15.0% year over year · 8-K Dec 20 ‘BioMarin Announces Governance Enhancements and Value Creation Initiatives’
    See around Dec 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.

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

  1. ATVIActivision Blizzard Inc.13 institutionsPrior-quarter reported value $5.00B
    Saudi Arabia Public Inv. Fund 9.7% · Soros Fund Management 4.0% · Tudor Investment Corp 2.9% · Glenview Capital Management 2.5% +9 more
    See around Dec 31, 2023 on the chart →
  2. VMWVMware, Inc11 institutionsPrior-quarter reported value $11.40B
    Silver Lake 47.7% · Temasek Holdings (Singapore) 4.5% · Dodge & Cox 2.2% · Tudor Investment Corp 0.8% +7 more
    See around Dec 31, 2023 on the chart →
  3. SGENSeagen Inc. Common Stock9 institutionsPrior-quarter reported value $11.65B
    Baker Bros. Advisors 54.5% · Tudor Investment Corp 2.5% · PRIMECAP Management 1.1% · Moore Capital Management 0.3% +5 more
    See around Dec 31, 2023 on the chart →
  4. ARMArm Holdings plc7 institutionsPrior-quarter reported value $211.5M
    Dragoneer Investment Group 0.9% · Elliott Management 0.4% · Soros Fund Management 0.3% · Tudor Investment Corp 0.2% +3 more
    That quarter: Earnings released Nov 9 · revenue +27.9% year over year
    See around Dec 31, 2023 on the chart →
  5. ABCMAbcam plc American Depositary Shares6 institutionsPrior-quarter reported value $394.8M
    Soros Fund Management 2.0% · Maverick Capital 1.3% · Baillie Gifford & Co 0.1% · Point72 Asset Management 0.09% +2 more
    See around Dec 31, 2023 on the chart →
  6. HZNPHorizon Therapeutics Public Limited Company Ordinary Shares5 institutionsPrior-quarter reported value $803.9M
    Paulson & Co 21.8% · Soros Fund Management 5.4% · Tudor Investment Corp 1.5% · Point72 Asset Management 0.06% +1 more
    See around Dec 31, 2023 on the chart →
  7. GOOGLAlphabet Inc. Class A5 institutionsPrior-quarter reported value $887.5M
    Moore Capital Management 4.6% · Duquesne Family Office 3.9% · Lone Pine Capital 3.9% · Third Point LLC 1.8% +1 more
    That quarter: Earnings released Oct 24 · revenue +11.0% year over year
    See around Dec 31, 2023 on the chart →
  8. AVGOBroadcom Inc.5 institutionsPrior-quarter reported value $67.5M
    Duquesne Family Office 1.6% · Soros Fund Management 0.08% · Moore Capital Management 0.04% · Point72 Asset Management 0.03% +1 more
    That quarter: Earnings released Dec 7 · revenue +4.1% year over year · 8-K Nov 22 ‘Broadcom Completes Acquisition of VMware’ · 10-K Dec 14 risk factors — 5 new headings · 2 removed · 4 reworded
    See around Dec 31, 2023 on the chart →
  9. FTCHQFARFETCH LIMITED A5 institutionsPrior-quarter reported value $145.4M
    Viking Global Investors 0.09% · Baillie Gifford & Co 0.08% · Point72 Asset Management 0.08% · Durable Capital Partners 0.04% +1 more
    See around Dec 31, 2023 on the chart →
  10. PLUGPlug Power Inc.5 institutionsPrior-quarter reported value $71.5M
    Saudi Arabia Public Inv. Fund 0.1% · Coatue Management 0.1% · Point72 Asset Management 0.02% · Bridgewater Associates 0.01% +1 more
    That quarter: Earnings released Nov 9 · revenue +5.3% year over year
    See around Dec 31, 2023 on the chart →
  11. TJXTJX Companies, Inc. (The)5 institutionsPrior-quarter reported value $48.5M
    Maverick Capital 0.03% · Gates Foundation Trust 0.01% · Capital World Investors 0.01% · Point72 Asset Management <0.01% +1 more
    That quarter: Earnings released Nov 15 · revenue +9.0% year over year
    See around Dec 31, 2023 on the chart →
  12. LBTY.KLIBERTY GLOBAL PLC SHS CL C (UK)4 institutionsPrior-quarter reported value $951.9M
    Baupost Group 15.1% · Dodge & Cox 0.1% · Point72 Asset Management <0.01% · Caisse de depot (Quebec) <0.01%
    See around Dec 31, 2023 on the chart →
  13. BABAAlibaba Group Holding Limited American Depositary Shares, each represents eight4 institutionsPrior-quarter reported value $202.8M
    Duquesne Family Office 1.0% · Tiger Global Management 0.9% · Blackstone 0.2% · Tudor Investment Corp <0.01%
    See around Dec 31, 2023 on the chart →
  14. AMGNAmgen Inc4 institutionsPrior-quarter reported value $138.9M
    Pzena Investment Management 0.3% · Point72 Asset Management 0.2% · Gates Foundation Trust 0.01% · Maverick Capital 0.01%
    That quarter: Earnings released Oct 31 · revenue +3.8% year over year · 8-K Dec 14 ‘AMGEN ANNOUNCES EXECUTIVE APPOINTMENTS TO ACCELERATE INNOVATION’
    See around Dec 31, 2023 on the chart →
  15. DISThe Walt Disney Company4 institutionsPrior-quarter reported value $57.5M
    Caisse de depot (Quebec) 0.1% · Moore Capital Management 0.1% · Gates Foundation Trust <0.01% · Bridgewater Associates <0.01%
    That quarter: Earnings released Nov 8 · revenue +5.4% year over year · 8-K Nov 29 ‘THE WALT DISNEY COMPANY BOARD APPOINTS MORGAN STANLEY'S JAMES P. GORMAN AND VETERAN MEDIA EXECUTIVE SIR JEREMY DARROCH AS NEW DIRECTORS’ · 10-K Nov 21 risk factors — 1 removed · 13 reworded
    See around Dec 31, 2023 on the chart →
  16. PGProcter & Gamble4 institutionsPrior-quarter reported value $25.4M
    Moore Capital Management 0.3% · Maverick Capital 0.06% · Gates Foundation Trust 0.01% · Point72 Asset Management <0.01%
    That quarter: Earnings released Oct 18 · revenue +6.1% year over year · 8-K Dec 13 ‘P&G APPOINTS ASHLEY MCEVOY TO BOARD OF DIRECTORS’
    See around Dec 31, 2023 on the chart →
  17. CARTMAPLEBEAR INC4 institutionsPrior-quarter reported value $8.2M
    Viking Global Investors 0.02% · Tudor Investment Corp 0.02% · Soros Fund Management 0.01% · Caisse de depot (Quebec) 0.01%
    See around Dec 31, 2023 on the chart →
  18. CVXChevron Corporation4 institutionsPrior-quarter reported value $17.8M
    Tudor Investment Corp 0.06% · GQG Partners 0.02% · Maverick Capital 0.02% · Gates Foundation Trust 0.01%
    That quarter: Earnings released Oct 27 · revenue -18.9% year over year · 8-K Oct 23 ‘Chevron Announces Agreement to Acquire Hess’
    See around Dec 31, 2023 on the chart →
  19. JNJJohnson & Johnson4 institutionsPrior-quarter reported value $381.1M
    Capital World Investors 0.07% · Point72 Asset Management 0.06% · Maverick Capital 0.02% · Gates Foundation Trust 0.01%
    That quarter: Earnings released Oct 17 · revenue +6.8% year over year
    See around Dec 31, 2023 on the chart →
  20. LMTLockheed Martin Corporation4 institutionsPrior-quarter reported value $5.5M
    Maverick Capital 0.03% · Gates Foundation Trust 0.01% · Bridgewater Associates 0.01% · Point72 Asset Management <0.01%
    That quarter: Earnings released Oct 17 · revenue +1.8% year over year
    See around Dec 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

  1. ECLEcolab Inc.8+ quarters in a row
    This quarter: 3 bought or added · 2 trimmed or sold
    That quarter: Earnings released Oct 31 · revenue +7.9% year over year
  2. RIORIO TINTO PLC-SPON ADR7 quarters in a row
    This quarter: 3 bought or added · 1 trimmed or sold
  3. APOApollo Global Management, Inc.6 quarters in a row
    This quarter: 4 bought or added · 3 trimmed or sold
    That quarter: Earnings released Nov 1 · revenue -12.9% year over year
  4. HUMHumana Inc.5 quarters in a row
    This quarter: 7 bought or added · 3 trimmed or sold
  5. VZVerizon Communications5 quarters in a row
    This quarter: 5 bought or added · 3 trimmed or sold
    That quarter: Earnings released Oct 24 · revenue -2.6% year over year
  6. METMetLife, Inc.4 quarters in a row
    This quarter: 7 bought or added · 1 trimmed or sold
    That quarter: Earnings released Nov 1 · revenue -28.8% year over year · 8-K Nov 16 ‘METLIFE COMPLETES RISK TRANSFER TRANSACTION WITH GLOBAL ATLANTIC FINANCIAL GROUP’
  7. FCNCAFirst Citizens BancShares Inc4 quarters in a row
    This quarter: 6 bought or added · 0 trimmed or sold
  8. BBYBEST BUY CO INC4 quarters in a row
    This quarter: 4 bought or added · 0 trimmed or sold
  9. CNHCNH INDUSTRIAL N.V.4 quarters in a row
    This quarter: 4 bought or added · 0 trimmed or sold
  10. CTVACorteva, Inc.4 quarters in a row
    This quarter: 4 bought or added · 3 trimmed or sold
    That quarter: Earnings released Nov 8 · revenue -6.7% year over year
  11. EQIXEquinix, Inc.4 quarters in a row
    This quarter: 4 bought or added · 3 trimmed or sold
    That quarter: Earnings released Oct 25 · revenue +12.0% year over year
  12. GILDGilead Sciences4 quarters in a row
    This quarter: 4 bought or added · 3 trimmed or sold
    That quarter: Earnings released Nov 7 · revenue +0.1% year over year
  13. JJacobs Solutions Inc.4 quarters in a row
    This quarter: 4 bought or added · 3 trimmed or sold
  14. OLNOLIN CORP4 quarters in a row
    This quarter: 4 bought or added · 0 trimmed or sold
  15. SWTXSpringWorks Therapeutics, Inc. Common Stock4 quarters in a row
    This quarter: 4 bought or added · 1 trimmed or sold
  16. ULTAULTA BEAUTY INC4 quarters in a row
    This quarter: 4 bought or added · 1 trimmed or sold
  17. LIVNLivaNova PLC Ordinary Shares4 quarters in a row
    This quarter: 3 bought or added · 2 trimmed or sold
  18. MPCMARATHON PETROLEUM CORPORATION4 quarters in a row
    This quarter: 3 bought or added · 2 trimmed or sold
    That quarter: Earnings released Oct 31 · revenue -10.6% year over year · 8-K Dec 21 ‘Marathon Petroleum Corp. announces Maryann T. Mannen as President, John J. Quaid as Chief Financial Officer’
  19. MTDMETTLER-TOLEDO INTERNATIONAL4 quarters in a row
    This quarter: 3 bought or added · 2 trimmed or sold
  20. RACEFerrari N.V.4 quarters in a row
    This quarter: 3 bought or added · 2 trimmed or sold

Trimmed or sold quarter after quarter

  1. PODDInsulet Corporation8+ quarters in a row
    This quarter: 2 bought or added · 3 trimmed or sold
  2. NVSNovartis AG6 quarters in a row
    This quarter: 0 bought or added · 4 trimmed or sold
  3. AMEAmetek, Inc.6 quarters in a row
    This quarter: 2 bought or added · 3 trimmed or sold
    That quarter: Earnings released Oct 31 · revenue +4.6% year over year · 8-K Dec 11 ‘AMETEK Completes Acquisition of Paragon Medical’
  4. HWMHowmet Aerospace Inc.6 quarters in a row
    This quarter: 2 bought or added · 3 trimmed or sold
  5. NDAQNasdaq, Inc.6 quarters in a row
    This quarter: 1 bought or added · 3 trimmed or sold
    That quarter: Earnings released Oct 18 · revenue -6.8% year over year · 8-K Nov 3 ‘Nasdaq Completes Acquisition of Adenza’
  6. WDAYWorkday, Inc.5 quarters in a row
    This quarter: 2 bought or added · 8 trimmed or sold
    That quarter: Earnings released Nov 28 · revenue +16.7% year over year
  7. FLEXFlex Ltd. Ordinary Shares5 quarters in a row
    This quarter: 2 bought or added · 4 trimmed or sold
  8. JNJJohnson & Johnson5 quarters in a row
    This quarter: 3 bought or added · 4 trimmed or sold
    That quarter: Earnings released Oct 17 · revenue +6.8% year over year
  9. PYPLPayPal Holdings, Inc.5 quarters in a row
    This quarter: 2 bought or added · 4 trimmed or sold
    That quarter: Earnings released Nov 1 · revenue +8.4% year over year
  10. TRGPTARGA RESOURCES CORP5 quarters in a row
    This quarter: 2 bought or added · 4 trimmed or sold
  11. ACMAecom5 quarters in a row
    This quarter: 2 bought or added · 3 trimmed or sold
  12. LVSLas Vegas Sands Corp.5 quarters in a row
    This quarter: 2 bought or added · 3 trimmed or sold
    That quarter: Earnings released Oct 18 · revenue +178.1% year over year
  13. LNCLincoln National Corp.5 quarters in a row
    This quarter: 0 bought or added · 2 trimmed or sold
  14. VOYAVOYA FINANCIAL, INC.5 quarters in a row
    This quarter: 0 bought or added · 2 trimmed or sold
  15. ADMArcher-Daniels-Midland Company4 quarters in a row
    This quarter: 1 bought or added · 5 trimmed or sold
    That quarter: Earnings released Oct 24 · revenue -12.1% year over year
  16. ALGNAlign Technology Inc4 quarters in a row
    This quarter: 2 bought or added · 5 trimmed or sold
  17. MDBMongoDB, Inc.4 quarters in a row
    This quarter: 1 bought or added · 5 trimmed or sold
    That quarter: Earnings released Dec 5 · revenue +29.8% year over year
  18. WRKWestRock Company4 quarters in a row
    This quarter: 0 bought or added · 5 trimmed or sold
  19. CHDCHURCH & DWIGHT CO INC4 quarters in a row
    This quarter: 1 bought or added · 4 trimmed or sold
  20. LBTY.KLIBERTY GLOBAL PLC SHS CL C (UK)4 quarters in a row
    This quarter: 0 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
SectorInstitutions buying or addingInstitutions trimming or sellingNew buysFull exitsStocks
Biotech & Health
3731119159205
Software
3036797385
Financials
2728718287
Consumer Goods
2724767388
Retail
2735617772
Industrials
2928706083
Internet
3037355656
Semiconductors
2531395043
Utilities
1817454653
REITs
1916363453
Energy
1619174146
Insurance
1622272939
Media
2419382938
Chemicals
1919232831
Materials
1816362833
Transportation
1817231923
IT Hardware
1421181618
Hotels & Travel
1518131618
Defense & Aerospace
1313111718
Construction
141771417
EV & Autos
1312121519
Telecom
151271414
Crypto
34322

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 — Q4 2023

New 0 · added 3 · trimmed 2 · fully sold 4
Fully soldDHI 0.2% · MKL 0.07% · STNE 0.04% · GL 0.03%
AddedCVX 5.3% · OXY 4.1% · CB 1.3%
TrimmedPARA 0.3% · HPQ 0.2%
Full holdings and 13F alerts for this institution →

Pershing Square Capital — Q4 2023

New 0 · added 1 · trimmed 3 · fully sold 0
AddedHHH 15.5%
TrimmedCMG 18.1% · HLT 16.1% · LOW 2.7%
Full holdings and 13F alerts for this institution →

Baupost Group — Q4 2023

New 2 · added 3 · trimmed 5 · fully sold 7
NewLBTYK 17.2% · LBTYA 2.8%
Fully soldLBTY.K 15.1% · VRTV 10.8% · DG 1.9% · QRVO 1.7% · EDU 1.1%
AddedCLVT 5.2% · JAZZ 2.2% · J 2.1%
TrimmedGOOG 9.1% · FIS 8.3% · TSEM 1.8%
Full holdings and 13F alerts for this institution →

Icahn Capital LP — Q4 2023

New 1 · added 1 · trimmed 1 · fully sold 1
NewAEP 0.9%
Fully soldCCK 0.8%
AddedIEP 57.9%
TrimmedFE 2.0%
Full holdings and 13F alerts for this institution →

Third Point LLC — Q4 2023

New 6 · added 4 · trimmed 10 · fully sold 6
NewFLT 2.6% · VZ 2.6% · APO 1.3% · MCK 1.1% · EQT 1.1%
Fully soldOPCH 2.7% · TMUS 2.1% · GOOGL 1.8% · RRX 1.4% · HTZ 1.4%
AddedMETA 6.2% · X 4.0% · AIG 3.5%
TrimmedMSFT 11.4% · AMZN 9.6% · DHR 7.1%
Full holdings and 13F alerts for this institution →

Elliott Management — Q4 2023

New 4 · added 2 · trimmed 4 · fully sold 3
NewBMRN 1.6% · ETSY 0.8% · CCI 0.8% · MTCH 0.6%
Fully soldXLI 0.5% · ARM 0.4% · NI 0.2%
AddedFIS 0.7% · ETWO 0.6%
TrimmedBTU 1.7% · SDRL 1.6% · HWM 0.7%
Full holdings and 13F alerts for this institution →

ValueAct Capital — Q4 2023

New 3 · added 1 · trimmed 6 · fully sold 1
NewEXPE 12.9% · DIS 9.2% · PAYC 2.5%
Fully soldALRM 0.8%
AddedDHR 0.9%
TrimmedFISV 11.1% · KKR 9.9% · SPOT 3.9%
Full holdings and 13F alerts for this institution →

Starboard Value LP — Q4 2023

New 3 · added 4 · trimmed 7 · fully sold 0
NewFTRE 5.5% · NWS 4.7% · NWSA 0.9%
AddedHUM 9.5% · AQN 8.2% · IWN 5.8%
TrimmedGDDY 16.6% · WIX 8.6% · CRM 8.4%
Full holdings and 13F alerts for this institution →

Jana Partners — Q4 2023

New 1 · added 4 · trimmed 2 · fully sold 1
NewTRMB 12.9%
Fully soldNEWR 19.6%
AddedSPY 17.0% · FYBR 14.8% · MRCY 12.3%
TrimmedFRPT 15.7% · FIS 12.8%
Full holdings and 13F alerts for this institution →

Greenlight Capital — Q4 2023

New 5 · added 17 · trimmed 4 · fully sold 5
NewALIT 3.9% · VTRS 1.8% · AER 0.9% · KVUE 0.6% · TEVA 0.1%
Fully soldSWN 3.7% · SLV 1.4% · ATVI 1.4% · REZI 0.3% · AAP 0.1%
AddedKD 6.5% · THC 4.9% · ODP 4.8%
TrimmedGRBK 28.9% · CEIX 10.3% · BHF 7.9%
Full holdings and 13F alerts for this institution →

Glenview Capital Management — Q4 2023

New 5 · added 13 · trimmed 14 · fully sold 8
NewVTRS 1.4% · CVS 1.3% · TEVA 0.4% · MRVL 0.2% · LBTYA 0.07%
Fully soldATVI 2.5% · TFX 1.7% · DD 0.7% · AVTR 0.5% · MDT 0.3%
AddedCI 13.7% · THC 12.5% · DXC 6.4%
TrimmedUHS 5.5% · MCK 3.2% · FISV 2.7%
Full holdings and 13F alerts for this institution →

Paulson & Co — Q4 2023

New 0 · added 3 · trimmed 0 · fully sold 1
Fully soldHZNP 21.8%
AddedMDGL 23.1% · NG 8.0% · NMRK 3.0%
Full holdings and 13F alerts for this institution →

TCI Fund Management — Q4 2023

New 2 · added 1 · trimmed 0 · fully sold 0
NewMSFT 11.1% · GOOGL 0.06%
AddedMCO 13.1%
Full holdings and 13F alerts for this institution →

Harris Associates (Oakmark) — Q4 2023

New 7 · added 33 · trimmed 52 · fully sold 4
NewA 0.6% · LBTYA 0.5% · PAYC 0.3% · VTV <0.01% · VUG <0.01%
Fully soldPHM 0.3% · VIPS 0.2% · NOV 0.03% · KDP <0.01%
AddedIQV 3.9% · ICE 3.5% · CNH 3.4%
TrimmedGOOGL 5.0% · COF 4.3% · KKR 3.0%
Full holdings and 13F alerts for this institution →

Fundsmith — Q4 2023

New 1 · added 2 · trimmed 5 · fully sold 0
NewCLX 0.4%
AddedADP 5.7% · FTNT 1.8%
TrimmedMSFT 12.5% · IDXX 6.3% · GOOGL 4.1%
Full holdings and 13F alerts for this institution →

Akre Capital Management — Q4 2023

New 1 · added 0 · trimmed 7 · fully sold 0
NewSBAC 0.4%
TrimmedMA 18.2% · MCO 15.7% · ORLY 8.2%
Full holdings and 13F alerts for this institution →

Pzena Investment Management — Q4 2023

New 12 · added 24 · trimmed 50 · fully sold 7
NewSWKS 1.1% · CVS 0.2% · KFY 0.2% · UHS 0.2% · CNXC 0.1%
Fully soldBKNG 0.9% · HPE 0.3% · AMGN 0.3% · TEX 0.1% · VZ 0.03%
AddedMGA 3.8% · BAX 3.5% · UBS 3.0%
TrimmedLEA 3.3% · PVH 2.9% · NOV 2.4%
Full holdings and 13F alerts for this institution →

Appaloosa Management — Q4 2023

New 10 · added 6 · trimmed 13 · fully sold 3
NewORCL 2.4% · UPS 1.4% · HCA 0.6% · FMC 0.3% · WHR 0.2%
Fully soldJD 1.0% · ANET 0.9% · EPD 0.3%
AddedMSFT 11.0% · AMZN 10.4% · BABA 5.8%
TrimmedMETA 11.3% · NVDA 6.8% · UBER 6.4%
Full holdings and 13F alerts for this institution →

Duquesne Family Office — Q4 2023

New 20 · added 12 · trimmed 5 · fully sold 10
NewANET 1.6% · WWD 1.6% · SGI 1.1% · FLEX 1.0% · ABXw 0.9%
Fully soldGOOGL 3.9% · TMUS 3.8% · BLDR 2.1% · AVGO 1.6% · BABA 1.0%
AddedMSFT 12.2% · CPNG 11.1% · TECK 7.0%
TrimmedNVDA 9.1% · LLY 7.0% · NWSA 3.0%
Full holdings and 13F alerts for this institution →

Bridgewater Associates — Q4 2023

New 60 · added 169 · trimmed 240 · fully sold 52
NewEWZ 0.5% · CTRA 0.2% · WFC 0.1% · DAL 0.1% · CB 0.1%
Fully soldNFLX 0.2% · TMO 0.1% · MCHP 0.07% · KEYS 0.06% · AKAM 0.06%
AddedIVV 5.7% · GOOGL 1.6% · V 1.6%
TrimmedIEMG 5.3% · PG 3.8% · KO 2.6%
Full holdings and 13F alerts for this institution →

Soros Fund Management — Q4 2023

New 33 · added 26 · trimmed 16 · fully sold 42
NewSPY 1.0% · BIRK 0.4% · MRK 0.3% · LLY 0.3% · AVTR 0.2%
Fully soldHZNP 5.4% · ATVI 4.0% · ABCM 2.0% · DEN 0.7% · LPLA 0.5%
AddedSPLK 3.1% · IWM 3.1% · AER 2.4%
TrimmedGOOGL 2.2% · CRH 1.3% · AMZN 1.1%
Full holdings and 13F alerts for this institution →

Tudor Investment Corp — Q4 2023

New 258 · added 220 · trimmed 212 · fully sold 263
NewXOM 0.5% · EEM 0.3% · BMY 0.3% · CCI 0.3% · NOC 0.2%
Fully soldATVI 2.9% · SGEN 2.5% · HZNP 1.5% · DEN 0.8% · VMW 0.8%
AddedSPLK 2.0% · PXD 1.5% · NVDA 0.5%
TrimmedSPY 0.5% · MSFT 0.3% · NDAQ 0.3%
Full holdings and 13F alerts for this institution →

Moore Capital Management — Q4 2023

New 89 · added 45 · trimmed 47 · fully sold 66
NewRSP 4.3% · KRE 1.9% · EEM 1.7% · ENPH 0.9% · CCI 0.8%
Fully soldGOOGL 4.6% · FSR 1.3% · GOOG 0.9% · XOP 0.7% · XLE 0.7%
AddedMETA 6.5% · AMZN 4.5% · XBI 2.8%
TrimmedALLY 2.1% · MSFT 1.0% · DLR 0.8%
Full holdings and 13F alerts for this institution →

ARK Invest — Q4 2023

New 0 · added 52 · trimmed 46 · fully sold 3
Fully soldGM 0.07% · APO 0.02% · SPY <0.01%
AddedXYZ 5.4% · ZM 4.7% · CRSP 3.2%
TrimmedCOIN 8.8% · PATH 6.4% · TSLA 5.6%
Full holdings and 13F alerts for this institution →

Tiger Global Management — Q4 2023

New 2 · added 8 · trimmed 12 · fully sold 9
NewAVGO 1.4% · DXCM 1.0%
Fully soldINTU 1.9% · CFLT 1.1% · HUBS 0.9% · BABA 0.9% · SNOW 0.9%
AddedAMZN 5.3% · SE 4.1% · FLT 2.6%
TrimmedMETA 18.8% · MSFT 14.3% · GOOGL 4.0%
Full holdings and 13F alerts for this institution →

Coatue Management — Q4 2023

New 27 · added 14 · trimmed 36 · fully sold 13
NewCRM 2.4% · AAPL 2.0% · DPZ 1.4% · DOCU 1.2% · NOW 0.7%
Fully soldPARA 0.3% · GAP 0.2% · SE 0.1% · LCID 0.1% · PLUG 0.1%
AddedNFLX 4.7% · ETN 4.0% · ADBE 3.7%
TrimmedNVDA 9.0% · META 8.4% · AMZN 6.3%
Full holdings and 13F alerts for this institution →

Viking Global Investors — Q4 2023

New 17 · added 21 · trimmed 18 · fully sold 18
NewAMD 2.6% · DE 2.1% · GOOGL 1.7% · CBOE 1.6% · USB 1.5%
Fully soldMSFT 3.9% · XYZ 2.2% · FTNT 1.7% · LULU 1.2% · UNM 0.9%
AddedUPS 4.7% · MCK 3.8% · PGR 3.4%
TrimmedV 5.4% · WDAY 4.2% · META 3.9%
Full holdings and 13F alerts for this institution →

Maverick Capital — Q4 2023

New 132 · added 54 · trimmed 55 · fully sold 91
NewLPLA 2.2% · SWX 1.4% · CPT 1.4% · QRVO 1.2% · VRDN 1.0%
Fully soldUNP 1.5% · ABCM 1.3% · XYZ 0.9% · CEG 0.8% · AEO 0.08%
AddedAMZN 4.4% · DPZ 2.3% · HUM 2.2%
TrimmedCPNG 23.8% · PM 2.9% · RCKT 2.4%
Full holdings and 13F alerts for this institution →

Lone Pine Capital — Q4 2023

New 4 · added 5 · trimmed 6 · fully sold 5
NewINTU 4.0% · BX 2.5% · PM 2.5% · GE 2.3%
Fully soldGOOGL 3.9% · TDG 3.5% · BILL 2.7% · SGI 2.0% · FND 1.9%
AddedMETA 8.8% · BKNG 4.7% · XYZ 4.4%
TrimmedTSM 6.3% · KKR 4.5% · MA 4.1%
Full holdings and 13F alerts for this institution →

SoftBank Vision Fund — Q4 2023

New 0 · added 1 · trimmed 14 · fully sold 5
Fully soldWE 1.2% · LCW.U 0.8% · ARCE 0.2% · CMRC 0.06% · SSUNF 0.01%
AddedTMUS 79.6%
TrimmedSYM 11.0% · NVDA 2.8% · INTR 1.9%
Full holdings and 13F alerts for this institution →

Dragoneer Investment Group — Q4 2023

New 1 · added 4 · trimmed 11 · fully sold 2
NewBIRK 0.3%
Fully soldARM 0.9% · ARCE 0.5%
AddedGLBE 10.7% · CPNG 6.1% · BZ 4.6%
TrimmedXYZ 10.4% · DASH 7.9% · PDD 6.7%
Full holdings and 13F alerts for this institution →

Capital World Investors — Q4 2023

New 15 · added 99 · trimmed 85 · fully sold 24
NewBG 0.3% · ON 0.1% · SYY 0.1% · RY 0.06% · ILMN 0.05%
Fully soldSGEN 0.1% · CTRA 0.08% · BRK.B 0.07% · JNJ 0.07% · BDX 0.04%
AddedMSFT 6.0% · META 2.4% · VRTX 1.6%
TrimmedPM 1.8% · CNQ 1.7% · TMO 1.2%
Full holdings and 13F alerts for this institution →

PRIMECAP Management — Q4 2023

New 6 · added 28 · trimmed 70 · fully sold 3
NewBA 0.06% · AVGO 0.05% · IT 0.01% · PFGC 0.01% · VLTO <0.01%
Fully soldSGEN 1.1% · ATVI 0.4% · VMW 0.06%
AddedBABA 1.1% · BMY 1.0% · ELAN 0.6%
TrimmedLLY 10.3% · WFC 1.7% · SONY 1.7%
Full holdings and 13F alerts for this institution →

GQG Partners — Q4 2023

New 23 · added 11 · trimmed 19 · fully sold 18
NewAMD 2.4% · SHOP 1.2% · MU 0.8% · SNOW 0.6% · F 0.6%
Fully soldNFLX 2.2% · ISRG 1.7% · IDXX 0.9% · WDAY 0.8% · NTES 0.7%
AddedGOOG 6.0% · AVGO 4.8% · UNH 3.8%
TrimmedLLY 4.0% · AMZN 3.5% · SLB 3.2%
Full holdings and 13F alerts for this institution →

Baker Bros. Advisors — Q4 2023

New 4 · added 14 · trimmed 8 · fully sold 9
NewCERE 0.8% · CLDX 0.1% · NGNE 0.1% · PFE 0.01%
Fully soldSGEN 54.5% · BMRN 1.9% · SWTX 0.4% · PACB 0.05% · HRTX 0.05%
AddedMDGL 5.2% · KYMR 1.7% · RVMD 1.7%
TrimmedONC 21.7% · RYTM 3.4% · ROIV 1.0%
Full holdings and 13F alerts for this institution →

Sands Capital Management — Q4 2023

New 1 · added 29 · trimmed 31 · fully sold 1
NewLIN <0.01%
Fully soldCHGG 0.1%
AddedDXCM 5.7% · ASML 3.7% · SNOW 3.3%
TrimmedAMZN 6.1% · V 5.1% · NVDA 4.7%
Full holdings and 13F alerts for this institution →

Durable Capital Partners — Q4 2023

New 8 · added 21 · trimmed 14 · fully sold 8
NewBIRK 1.8% · PTC 1.0% · GGG 0.9% · SPY 0.6% · GWRE 0.5%
Fully soldXP 1.1% · HUM 0.7% · ENOV 0.4% · KWR 0.3% · PCTY 0.3%
AddedRBC 5.6% · JBHT 5.2% · HUBS 5.2%
TrimmedDUOL 5.7% · ROP 5.4% · BKNG 3.8%
Full holdings and 13F alerts for this institution →

Generation Investment Management — Q4 2023

New 2 · added 8 · trimmed 14 · fully sold 1
NewACN 1.3% · VLTO 0.3%
Fully soldSPY 0.1%
AddedEFX 4.3% · TMO 4.3% · DHR 3.2%
TrimmedMSFT 8.9% · AMAT 5.4% · TT 3.4%
Full holdings and 13F alerts for this institution →

Point72 Asset Management — Q4 2023

New 186 · added 244 · trimmed 196 · fully sold 360
NewORCL 0.6% · SHEL 0.4% · CLX 0.3% · XOM 0.3% · HUBS 0.3%
Fully soldINTC 0.6% · PXD 0.5% · ORLY 0.5% · TGT 0.3% · CNQ 0.3%
AddedAMZN 1.7% · DELL 0.8% · UNP 0.7%
TrimmedMETA 0.8% · NVDA 0.7% · BSX 0.7%
Full holdings and 13F alerts for this institution →

Dodge & Cox — Q4 2023

New 8 · added 22 · trimmed 39 · fully sold 2
NewIFF 0.8% · LBTYK 0.1% · LBTYA 0.05% · AVGO 0.04% · HDB 0.02%
Fully soldVMW 2.2% · LBTY.K 0.1%
AddedSCHW 3.8% · JCI 2.5% · RTX 2.3%
TrimmedOXY 3.1% · GOOG 2.8% · MSFT 2.6%
Full holdings and 13F alerts for this institution →

Baillie Gifford & Co — Q4 2023

New 7 · added 46 · trimmed 104 · fully sold 10
NewPODD 0.2% · GH 0.1% · SUI 0.01% · GGG 0.01% · BUD <0.01%
Fully soldABCM 0.1% · SNAP 0.08% · FTCHQ 0.08% · ADM 0.01% · SHW 0.01%
AddedPDD 4.4% · SHOP 4.0% · CPNG 1.9%
TrimmedMELI 6.7% · TSLA 3.7% · SPOT 3.5%
Full holdings and 13F alerts for this institution →

Apollo Global Management — Q4 2023

New 1 · added 2 · trimmed 6 · fully sold 4
NewIWM 0.3%
Fully soldCWEN.A 0.4% · HYG 0.2% · WRBY 0.02% · CMBT 0.01%
AddedCWEN 0.3% · TDAY 0.3%
TrimmedSNX 30.6% · SNCY 1.8% · TRGP 0.3%
Full holdings and 13F alerts for this institution →

Carlyle Group — Q4 2023

New 1 · added 2 · trimmed 2 · fully sold 1
NewSYRE 0.01%
Fully soldMKSI 13.1%
AddedSLNO 5.5% · SPWR 0.2%
TrimmedGTM 31.3% · GETY 2.4%
Full holdings and 13F alerts for this institution →

Oaktree Capital Management — Q4 2023

New 3 · added 8 · trimmed 9 · fully sold 6
NewLBTYA 0.7% · HTHT 0.5% · BABA 0.1%
Fully soldVST 4.3% · FYBR 0.6% · SQM 0.5% · BAP 0.5% · M 0.09%
AddedVALE 2.2% · FCX 1.8% · BBD 1.8%
TrimmedTRMD 22.4% · RWAY 3.0% · NMIH 2.0%
Full holdings and 13F alerts for this institution →

Saudi Arabia Public Inv. Fund — Q4 2023

New 0 · added 1 · trimmed 1 · fully sold 2
Fully soldATVI 9.7% · PLUG 0.1%
AddedZGN 0.07%
TrimmedFDX 0.5%
Full holdings and 13F alerts for this institution →

Temasek Holdings (Singapore) — Q4 2023

New 20 · added 24 · trimmed 6 · fully sold 3
NewPLTR 0.3% · MRVL 0.03% · URI 0.01% · EXP 0.01% · TT 0.01%
Fully soldVMW 4.5% · GOVT 1.5% · KWEB 0.3%
AddedTMO 3.7% · HDB 2.8% · AVGO 2.6%
TrimmedINTA 3.6% · PYPL 2.2% · SPGI 2.0%
Full holdings and 13F alerts for this institution →

National Pension Service (Korea) — Q4 2023

New 1 · added 175 · trimmed 0 · fully sold 3
NewVLTO 0.04%
Fully soldATVI 0.2% · VMW 0.09% · SGEN 0.06%
AddedPBUS 4.8% · IVV 2.4% · META 1.8%
Full holdings and 13F alerts for this institution →

Blackstone — Q4 2023

New 19 · added 19 · trimmed 25 · fully sold 16
NewCRH 0.2% · FOLD 0.2% · ABVX 0.1% · MTH 0.05% · CABA 0.04%
Fully soldBABA 0.2% · CCL 0.2% · XOP 0.1% · ARM 0.1% · RRX 0.1%
AddedTRGP 3.7% · KNTK 1.6% · BXMT 0.8%
TrimmedLNG 4.2% · MPLX 3.9% · EPD 2.6%
Full holdings and 13F alerts for this institution →

Silver Lake — Q4 2023

New 1 · added 0 · trimmed 2 · fully sold 2
NewAVGO 1.6%
Fully soldVMW 47.7% · ROOT 0.03%
TrimmedABNB 0.02% · DELL 0.01%
Full holdings and 13F alerts for this institution →

Sequoia Capital (SC US) — Q4 2023

New 2 · added 2 · trimmed 3 · fully sold 1
NewRUM <0.01% · COIN <0.01%
Fully soldPATH 0.3%
AddedXYZ 0.3% · AUR 0.3%
TrimmedDASH 25.9% · SNOW 12.4% · BTDR 0.01%
Full holdings and 13F alerts for this institution →

Caisse de depot (Quebec) — Q4 2023

New 34 · added 186 · trimmed 161 · fully sold 48
NewBG 0.1% · CAT 0.1% · PCTY 0.09% · XPO 0.04% · PLTR 0.03%
Fully soldVMW 0.4% · EWZ 0.3% · HAL 0.2% · SGEN 0.1% · DIS 0.1%
AddedMSFT 4.5% · AAPL 4.1% · NVDA 2.6%
TrimmedCNI 4.1% · MA 2.0% · AMZN 1.4%
Full holdings and 13F alerts for this institution →

Gates Foundation Trust — Q4 2023

New 1 · added 0 · trimmed 3 · fully sold 48
NewVLTO 0.02%
Fully soldAAPL 0.02% · META 0.02% · IYW 0.02% · AMZN 0.01% · ETN 0.01%
TrimmedMSFT 34.0% · BRK.B 16.8% · DE 3.4%
Full holdings and 13F alerts for this institution →
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019

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.

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