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Quarter digest
Q2 2024 — superinvestor 13F recap
895 tracked 13F moves filed by 27 managers across 509 tickers. Filed with the SEC on 2024-08-14.
113 new positions · 392 adds · 310 trims · 80 exits. Net action: +115.
895
Total moves
505
Buys (new + add)
390
Sells (trim + exit)
113
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%
DASH
NEW
DOORDASH INC
Andreas Halvorsen · 2.3%
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%
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
TTWO
EXIT
TAKE-TWO INTERACTIVE SOFTWAR
Andreas Halvorsen
KEYS
EXIT
KEURIG DR PEPPER INC
Andreas Halvorsen
BSX
EXIT
BOSTON SCIENTIFIC CORP
Andreas Halvorsen
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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 | 457 |
| 2 | Andreas Halvorsen Viking Global Investors | 61 |
| 3 | Howard Marks Oaktree Capital | 45 |
| 4 | Tom Slater Baillie Gifford (Long Term Global Growth) | 43 |
| 5 | Polen Capital Polen Capital Management | 42 |
| 6 | Stanley Druckenmiller Duquesne Family Office | 37 |
| 7 | Bill Nygren Oakmark Funds | 34 |
| 8 | David Tepper Appaloosa Management | 23 |
| 9 | Lee Ainslie Maverick Capital | 19 |
| 10 | Stephen Mandel Lone Pine Capital | 15 |
Sector net flow · Q2 2024
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 414 | 286 | +128 |
| Energy | 7 | 2 | +5 |
| Consumer Staples | 2 | 1 | +1 |
| Utilities | 2 | 2 | +0 |
| Materials | 1 | 1 | +0 |
| Communication | 5 | 6 | -1 |
| Industrials | 7 | 8 | -1 |
| Healthcare | 6 | 7 | -1 |
| Real Estate | 1 | 3 | -2 |
| Technology | 36 | 39 | -3 |
| Consumer Discretionary | 4 | 7 | -3 |
| Financials | 20 | 28 | -8 |
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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.