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Quarter digest
Q3 2024 — superinvestor 13F recap
518 tracked 13F moves filed by 19 managers across 351 tickers. Filed with the SEC on 2024-11-14.
71 new positions · 195 adds · 210 trims · 42 exits. Net action: +14.
518
Total moves
266
Buys (new + add)
252
Sells (trim + exit)
71
Fresh money
Fresh money · top new positions
What they bought for the first time
DPZ
NEW
DPZ
Warren Buffett · 0.4%
POOL
NEW
POOL
Warren Buffett · 0.4%
NKE
NEW
Nike
Bill Ackman · 3.0%
TSM
NEW
Taiwan Semi
Stanley Druckenmiller · 4.0%
VST
NEW
Vistra Corp
Seth Klarman · 4.0%
BABA
NEW
Alibaba
Michael Burry · 8.5%
JD
NEW
JD.com
Michael Burry · 7.6%
VST
NEW
Vistra Corp
Howard Marks · 5.2%
V
NEW
VISA INC
Andreas Halvorsen · 3.5%
Full exits · capitulation feed
What they fully walked away from
BN
EXIT
BROADCOM INC
Andreas Halvorsen
UNH
EXIT
UNITEDHEALTH GROUP INC
Andreas Halvorsen
IONQ
EXIT
INTUITIVE SURGICAL INC
Andreas Halvorsen
UBS
EXIT
UBS GROUP AG
Andreas Halvorsen
CHTR
EXIT
CHARTER COMMUNICATIONS INC N
Andreas Halvorsen
FIVE9
EXIT
FIVE9 INC
Andreas Halvorsen
MCK
EXIT
MCKESSON CORP
Andreas Halvorsen
STAR
EXIT
STAR HOLDINGS
Howard Marks
AZUL
EXIT
AZUL SA
Howard Marks
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Most-traded · buyers vs sellers in Q3 2024
The 15 tickers that moved most
| Ticker | Buyers | Sellers |
|---|---|---|
| META Meta Platforms | 5 | 4 |
| MSFT Microsoft | 4 | 4 |
| AAPL Apple Inc. | 2 | 4 |
| BN Brookfield Corp | 5 | 1 |
| TSM Taiwan Semi | 3 | 2 |
| PFE PHILIP MORRIS INTL INC | 1 | 4 |
| MA Mastercard | 2 | 2 |
| ADBE ADOBE INC | 2 | 2 |
| AMZN AMAZON COM INC | 1 | 3 |
| GEV GE VERNOVA INC | 1 | 3 |
| GOOGL ALPHABET INC | 1 | 3 |
| SBUX STARBUCKS CORP | 3 | 1 |
| CRM SALESFORCE INC | 3 | 1 |
| UNH UNITEDHEALTH GROUP INC | 0 | 4 |
| SEA SEAPORT ENTMT GROUP INC | 2 | 2 |
Active managers · who moved most
Top 10 busiest managers in Q3 2024
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 317 |
| 2 | Andreas Halvorsen Viking Global Investors | 38 |
| 3 | Polen Capital Polen Capital Management | 30 |
| 4 | Howard Marks Oaktree Capital | 26 |
| 5 | Stanley Druckenmiller Duquesne Family Office | 22 |
| 6 | Stephen Mandel Lone Pine Capital | 16 |
| 7 | Lee Ainslie Maverick Capital | 16 |
| 8 | Warren Buffett Berkshire Hathaway | 10 |
| 9 | Seth Klarman Baupost Group | 9 |
| 10 | Chase Coleman Tiger Global Management | 6 |
Sector net flow · Q3 2024
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Financials | 18 | 10 | +8 |
| Other | 210 | 202 | +8 |
| Technology | 24 | 23 | +1 |
| Consumer Discretionary | 4 | 3 | +1 |
| Utilities | 2 | 1 | +1 |
| Industrials | 1 | 0 | +1 |
| Consumer Staples | 2 | 1 | +1 |
| Real Estate | 1 | 2 | -1 |
| Communication | 2 | 3 | -1 |
| Energy | 0 | 2 | -2 |
| Healthcare | 2 | 5 | -3 |
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Based on publicly filed 13Fs for Q3 2024, filed with the SEC on 2024-11-14. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.