Q3 2024 — superinvestor 13F recap
940 tracked 13F moves filed by 27 managers across 510 tickers. Filed with the SEC on 2024-11-14.
119 new positions · 363 adds · 382 trims · 76 exits. Net action: +24.
What they bought for the first time
What they fully walked away from
The 15 tickers that moved most
Top 10 busiest managers in Q3 2024
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 457 |
| 2 | Andreas Halvorsen Viking Global Investors | 63 |
| 3 | Polen Capital Polen Capital Management | 51 |
| 4 | Tom Slater Baillie Gifford (Long Term Global Growth) | 47 |
| 5 | Howard Marks Oaktree Capital | 46 |
| 6 | Stanley Druckenmiller Duquesne Family Office | 43 |
| 7 | Bill Nygren Oakmark Funds | 41 |
| 8 | David Tepper Appaloosa Management | 27 |
| 9 | Lee Ainslie Maverick Capital | 25 |
| 10 | Stephen Mandel Lone Pine Capital | 21 |
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Financials | 39 | 23 | +16 |
| Other | 373 | 359 | +14 |
| Consumer Discretionary | 11 | 5 | +6 |
| Consumer Staples | 2 | 1 | +1 |
| Real Estate | 2 | 2 | +0 |
| Communication | 6 | 6 | +0 |
| Industrials | 5 | 5 | +0 |
| Materials | 1 | 1 | +0 |
| Utilities | 4 | 5 | -1 |
| Energy | 0 | 2 | -2 |
| Healthcare | 4 | 7 | -3 |
| Technology | 35 | 42 | -7 |
Frequently asked questions
How many 13F moves filed in Q3 2024?
940 tracked 13F moves filed in Q3 2024: 119 new positions, 363 adds, 382 trims, 76 exits. Across 27 active managers and 510 unique tickers. Filed with SEC 2024-11-14.
Were superinvestors net buyers or sellers in Q3 2024?
Q3 2024 net action: 482 buy-side moves (119 new + 363 adds) vs 458 sell-side moves (382 trims + 76 exits). Net: +24 (net accumulation). Full breakdown by sector + manager below.
When are Q3 2024 13F filings released?
Form 13F-HR is filed within 45 days of quarter-end per SEC regulation. Q3 2024 filings completed by 2024-11-14. HoldLens aggregates positions across 82 tracked superinvestors as filings arrive — see /methodology for refresh cadence + lag windows.
Where does Q3 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; Q3 2024 = SEC filing window ending 2024-11-14.
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.