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Quarter digest

Q2 2024 — superinvestor 13F recap

31 tracked 13F moves filed by 13 managers across 26 tickers. Filed with the SEC on 2024-08-14.

6 new positions · 12 adds · 5 trims · 8 exits. Net action: +5.

31
Total moves
18
Buys (new + add)
13
Sells (trim + exit)
6
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%
FOUR
NEW
SHIFT4 PMTS INC
Michael Burry · 14.0%
MOH
NEW
MOLINA HEALTHCARE INC
Michael Burry · 13.9%
HPP
NEW
HUDSON PAC PPTYS INC
Michael Burry · 10.5%
Full exits · capitulation feed

What they fully walked away from

BABA
EXIT
Alibaba
Michael Burry
HCA
EXIT
HCA HEALTHCARE INC
Michael Burry
C
EXIT
CITIGROUP INC
Michael Burry
BLOCK
EXIT
BLOCK INC
Michael Burry
PHYS
EXIT
SPROTT PHYSICAL GOLD TR
Michael Burry
CVI
EXIT
THE CIGNA GROUP
Michael Burry
BP
EXIT
BP PLC
Michael Burry
SEA
EXIT
STAR BULK CARRIERS CORP.
Michael Burry
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Most-traded · buyers vs sellers in Q2 2024

The 15 tickers that moved most

TickerBuyersSellers
META
Meta Platforms
50
NVDA
NVIDIA
20
AAPL
Apple Inc.
01
BAC
Bank of America
01
OXY
Occidental Petroleum
10
BN
Brookfield Corp
10
CMG
Chipotle Mexican Grill
01
MSFT
Microsoft
10
WBD
Warner Bros. Discovery
01
BABA
Alibaba
01
TRMD
Torm plc
10
GE
GE Aerospace
10
V
Visa
10
NOVO
Novo Nordisk
10
FOUR
SHIFT4 PMTS INC
10
Active managers · who moved most

Top 10 busiest managers in Q2 2024

#ManagerMoves
1Michael Burry
Scion Asset Management
13
2Warren Buffett
Berkshire Hathaway
3
3Bill Ackman
Pershing Square Capital
2
4Stanley Druckenmiller
Duquesne Family Office
2
5Chris Hohn
TCI Fund Management
2
6David Tepper
Appaloosa Management
2
7Seth Klarman
Baupost Group
1
8Howard Marks
Oaktree Capital
1
9Chase Coleman
Tiger Global Management
1
10Andreas Halvorsen
Viking Global Investors
1
Sector net flow · Q2 2024

Where the capital went

SectorBuysSellsNet
Technology83+5
Industrials20+2
Healthcare10+1
Financials22+0
Energy11+0
Consumer Discretionary01-1
Communication01-1
Other45-1
← Previous quarter
Q1 2024
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Q3 2024
All tracked quarters

Frequently asked questions

How many 13F moves filed in Q2 2024?

31 tracked 13F moves filed in Q2 2024: 6 new positions, 12 adds, 5 trims, 8 exits. Across 13 active managers and 26 unique tickers. Filed with SEC 2024-08-14.

Were superinvestors net buyers or sellers in Q2 2024?

Q2 2024 net action: 18 buy-side moves (6 new + 12 adds) vs 13 sell-side moves (5 trims + 8 exits). Net: +5 (net accumulation). Full breakdown by sector + manager below.

When are Q2 2024 13F filings released?

Form 13F-HR is filed within 45 days of quarter-end per SEC regulation. Q2 2024 filings completed by 2024-08-14. HoldLens aggregates positions across 82 tracked superinvestors as filings arrive — see /methodology for refresh cadence + lag windows.

Where does Q2 2024 13F data come from?

SEC EDGAR Form 13F-HR filings (45-day statutory lag from quarter-end). HoldLens federates positions across 82 tracked superinvestors and computes deltas (new / add / trim / exit) per ticker per filing. Quarterly cadence; Q2 2024 = SEC filing window ending 2024-08-14.

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.