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Quarter digest
Q4 2024 — superinvestor 13F recap
984 tracked 13F moves filed by 27 managers across 509 tickers. Filed with the SEC on 2025-02-14.
88 new positions · 431 adds · 398 trims · 67 exits. Net action: +54.
984
Total moves
519
Buys (new + add)
465
Sells (trim + exit)
88
Fresh money
Fresh money · top new positions
What they bought for the first time
COHR
NEW
Coherent
Stanley Druckenmiller · 4.5%
BABA
NEW
Alibaba
David Tepper · 3.4%
UNH
NEW
UNITEDHEALTH GROUP INC
Andreas Halvorsen · 3.1%
TSM
NEW
TAIWAN SEMICONDUCTOR MFG LTD
Andreas Halvorsen · 2.6%
ICE
NEW
INTERCONTINENTAL EXCHANGE IN
Andreas Halvorsen · 1.3%
AMT
NEW
AMERICAN TOWER CORP NEW
Andreas Halvorsen · 0.5%
TRV
NEW
TRAVELERS COMPANIES INC
Andreas Halvorsen · 0.5%
GM
NEW
GENERAL MTRS CO
Andreas Halvorsen · 0.4%
APO
NEW
APOLLO GLOBAL MGMT INC
Andreas Halvorsen · 0.3%
Full exits · capitulation feed
What they fully walked away from
AAPL
EXIT
APPLE INC
Andreas Halvorsen
WDAY
EXIT
WORKDAY INC
Andreas Halvorsen
LVS
EXIT
LAS VEGAS SANDS CORP
Andreas Halvorsen
CBRE
EXIT
CBRE GROUP INC
Andreas Halvorsen
FCX
EXIT
FREEPORT-MCMORAN INC
Andreas Halvorsen
LLY
EXIT
ELI LILLY & CO
Andreas Halvorsen
MMM
EXIT
3M CO
Andreas Halvorsen
TSLA
EXIT
TESLA INC
Andreas Halvorsen
REGN
EXIT
REGENERON PHARMACEUTICALS
Andreas Halvorsen
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Most-traded · buyers vs sellers in Q4 2024
The 15 tickers that moved most
Active managers · who moved most
Top 10 busiest managers in Q4 2024
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 458 |
| 2 | Polen Capital Polen Capital Management | 63 |
| 3 | Tom Slater Baillie Gifford (Long Term Global Growth) | 63 |
| 4 | Andreas Halvorsen Viking Global Investors | 62 |
| 5 | Stanley Druckenmiller Duquesne Family Office | 43 |
| 6 | Howard Marks Oaktree Capital | 39 |
| 7 | Bill Nygren Oakmark Funds | 38 |
| 8 | Lee Ainslie Maverick Capital | 26 |
| 9 | David Tepper Appaloosa Management | 24 |
| 10 | Stephen Mandel Lone Pine Capital | 24 |
Sector net flow · Q4 2024
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 413 | 364 | +49 |
| Technology | 42 | 35 | +7 |
| Industrials | 6 | 1 | +5 |
| Consumer Discretionary | 10 | 8 | +2 |
| Real Estate | 3 | 2 | +1 |
| Communication | 8 | 7 | +1 |
| Energy | 3 | 3 | +0 |
| Financials | 26 | 26 | +0 |
| Consumer Staples | 1 | 2 | -1 |
| Materials | 0 | 1 | -1 |
| Utilities | 4 | 7 | -3 |
| Healthcare | 3 | 9 | -6 |
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Based on publicly filed 13Fs for Q4 2024, filed with the SEC on 2025-02-14. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.