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Quarter digest
Q1 2024 — superinvestor 13F recap
34 tracked 13F moves filed by 12 managers across 31 tickers. Filed with the SEC on 2024-05-15.
11 new positions · 13 adds · 1 trims · 9 exits. Net action: +14.
34
Total moves
24
Buys (new + add)
10
Sells (trim + exit)
11
Fresh money
Fresh money · top new positions
What they bought for the first time
CB
NEW
Chubb
Warren Buffett · 1.5%
BN
NEW
Brookfield Corp
Bill Ackman · 5.8%
MSFT
NEW
Microsoft
Stanley Druckenmiller · 6.0%
BABA
NEW
Alibaba
Michael Burry · 6.0%
JD
NEW
JD.com
Michael Burry · 5.5%
TRMD
NEW
Torm plc
Howard Marks · 10.0%
NVDA
NEW
NVIDIA
David Tepper · 5.0%
PHYS
NEW
SPROTT PHYSICAL GOLD TR
Michael Burry · 7.4%
CVI
NEW
THE CIGNA GROUP
Michael Burry · 7.0%
Full exits · capitulation feed
What they fully walked away from
UNIFI
EXIT
UNIFI INC
Jeffrey Ubben
ORCL
EXIT
ORACLE CORP
Michael Burry
CVS
EXIT
CVS HEALTH CORP
Michael Burry
GOOGL
EXIT
ALPHABET INC
Michael Burry
AMZN
EXIT
AMAZON COM INC
Michael Burry
BKNG
EXIT
BOOKING HOLDINGS INC
Michael Burry
MKTX
EXIT
MGM RESORTS INTERNATIONAL
Michael Burry
BRKR
EXIT
BRUKER CORP
Michael Burry
TOAST
EXIT
TOAST INC
Michael Burry
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Most-traded · buyers vs sellers in Q1 2024
The 15 tickers that moved most
Active managers · who moved most
Top 10 busiest managers in Q1 2024
| # | Manager | Moves |
|---|---|---|
| 1 | Michael Burry Scion Asset Management | 18 |
| 2 | Warren Buffett Berkshire Hathaway | 3 |
| 3 | Bill Ackman Pershing Square Capital | 2 |
| 4 | Stanley Druckenmiller Duquesne Family Office | 2 |
| 5 | David Tepper Appaloosa Management | 2 |
| 6 | Seth Klarman Baupost Group | 1 |
| 7 | Howard Marks Oaktree Capital | 1 |
| 8 | Chris Hohn TCI Fund Management | 1 |
| 9 | Chase Coleman Tiger Global Management | 1 |
| 10 | Chuck Akre Akre Capital Management | 1 |
Sector net flow · Q1 2024
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Technology | 8 | 3 | +5 |
| Financials | 4 | 0 | +4 |
| Energy | 2 | 0 | +2 |
| Industrials | 2 | 0 | +2 |
| Consumer Discretionary | 1 | 0 | +1 |
| Communication | 1 | 0 | +1 |
| Other | 6 | 6 | +0 |
| Healthcare | 0 | 1 | -1 |
Next quarter →
Q2 2024
All tracked quarters
Based on publicly filed 13Fs for Q1 2024, filed with the SEC on 2024-05-15. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.