← Activity feed
Quarter digest
Q3 2024 — superinvestor 13F recap
935 tracked 13F moves filed by 27 managers across 508 tickers. Filed with the SEC on 2024-11-14.
120 new positions · 366 adds · 373 trims · 76 exits. Net action: +37.
935
Total moves
486
Buys (new + add)
449
Sells (trim + exit)
120
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
HDB
EXIT
HDFC BANK LTD
Andreas Halvorsen
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
EPAM
EXIT
EPAM SYS INC
Andreas Halvorsen
APO
EXIT
APOLLO GLOBAL MGMT INC
Andreas Halvorsen
PCOR
EXIT
PROCORE TECHNOLOGIES INC
Andreas Halvorsen
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
€9/mo founders · cancel anytime
See pricing →
Most-traded · buyers vs sellers in Q3 2024
The 15 tickers that moved most
Active managers · who moved most
Top 10 busiest managers in Q3 2024
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 463 |
| 2 | Andreas Halvorsen Viking Global Investors | 63 |
| 3 | Polen Capital Polen Capital Management | 53 |
| 4 | Tom Slater Baillie Gifford (Long Term Global Growth) | 46 |
| 5 | Howard Marks Oaktree Capital | 44 |
| 6 | Stanley Druckenmiller Duquesne Family Office | 42 |
| 7 | Bill Nygren Oakmark Funds | 32 |
| 8 | David Tepper Appaloosa Management | 26 |
| 9 | Lee Ainslie Maverick Capital | 25 |
| 10 | Stephen Mandel Lone Pine Capital | 21 |
Sector net flow · Q3 2024
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 373 | 353 | +20 |
| Financials | 40 | 21 | +19 |
| Consumer Discretionary | 11 | 5 | +6 |
| Communication | 6 | 5 | +1 |
| Consumer Staples | 2 | 1 | +1 |
| Real Estate | 2 | 2 | +0 |
| Industrials | 5 | 5 | +0 |
| Materials | 1 | 1 | +0 |
| Utilities | 4 | 5 | -1 |
| Energy | 1 | 2 | -1 |
| Healthcare | 4 | 7 | -3 |
| Technology | 37 | 42 | -5 |
← Previous quarter
Q2 2024
Next quarter →
Q4 2024
All tracked quarters
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.