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Quarter digest
Q2 2024 — superinvestor 13F recap
501 tracked 13F moves filed by 20 managers across 350 tickers. Filed with the SEC on 2024-08-14.
69 new positions · 227 adds · 157 trims · 48 exits. Net action: +91.
501
Total moves
296
Buys (new + add)
205
Sells (trim + exit)
69
Fresh money
Fresh money · top new positions
What they bought for the first time
META
NEW
Meta Platforms
Chris Hohn · 2.0%
META
NEW
Meta Platforms
Andreas Halvorsen · 0.5%
META
NEW
Meta Platforms
Stephen Mandel · 5.0%
NFLX
NEW
NETFLIX INC
Andreas Halvorsen · 2.4%
JPM
NEW
JPMORGAN CHASE & CO.
Andreas Halvorsen · 2.3%
BN
NEW
BROADCOM INC
Andreas Halvorsen · 1.8%
GEV
NEW
GE VERNOVA INC
Andreas Halvorsen · 1.6%
INTU
NEW
INTUIT
Andreas Halvorsen · 0.8%
NVDA
NEW
NVIDIA CORPORATION
Andreas Halvorsen · 0.7%
Full exits · capitulation feed
What they fully walked away from
BABA
EXIT
Alibaba
Michael Burry
V
EXIT
VISA INC
Andreas Halvorsen
AMD
EXIT
ADVANCED MICRO DEVICES INC
Andreas Halvorsen
DHR
EXIT
DANAHER CORPORATION
Andreas Halvorsen
GE
EXIT
GENERAL ELECTRIC CO
Andreas Halvorsen
MA
EXIT
MASTERCARD INCORPORATED
Andreas Halvorsen
KEYS
EXIT
KEURIG DR PEPPER INC
Andreas Halvorsen
CAZOO
EXIT
CAZOO GROUP LTD
Andreas Halvorsen
OXY
EXIT
Occidental Petroleum Corp Wts
Carl Icahn
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Most-traded · buyers vs sellers in Q2 2024
The 15 tickers that moved most
Active managers · who moved most
Top 10 busiest managers in Q2 2024
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 313 |
| 2 | Andreas Halvorsen Viking Global Investors | 38 |
| 3 | Howard Marks Oaktree Capital | 26 |
| 4 | Polen Capital Polen Capital Management | 21 |
| 5 | Stanley Druckenmiller Duquesne Family Office | 20 |
| 6 | Lee Ainslie Maverick Capital | 12 |
| 7 | Stephen Mandel Lone Pine Capital | 9 |
| 8 | Warren Buffett Berkshire Hathaway | 8 |
| 9 | Michael Burry Scion Asset Management | 8 |
| 10 | Chase Coleman Tiger Global Management | 8 |
Sector net flow · Q2 2024
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 245 | 160 | +85 |
| Technology | 24 | 18 | +6 |
| Energy | 5 | 2 | +3 |
| Consumer Discretionary | 3 | 2 | +1 |
| Industrials | 1 | 0 | +1 |
| Financials | 11 | 11 | +0 |
| Consumer Staples | 1 | 1 | +0 |
| Communication | 2 | 3 | -1 |
| Utilities | 0 | 1 | -1 |
| Real Estate | 1 | 2 | -1 |
| Healthcare | 3 | 5 | -2 |
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Based on publicly filed 13Fs for Q2 2024, filed with the SEC on 2024-08-14. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.