---
title: 13F filings, Q3 2020
canonical: https://sweetvaluelab.com/investors/13f/2020-q3
quarter: 2020-09-30
deadline: 2020-11-16
filed: 2022-08-03
---
# 13F filings, Q3 2020

Holdings as of Sep 30, 2020, due by Nov 16, 2020. 84 of 85 tracked investors have filed; changes are computed for the 84 with holdings in both Q3 2020 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| SNOW (first appearance: spin-off or new listing) | 5 | $2.4B |
| MTCH (first appearance: spin-off or new listing) | 5 | $1.3B |
| ISRG | 4 | $718.0M |
| OXY/WS (first appearance: spin-off or new listing) | 4 | $104.3M |
| REINVENT TECHNOLOGY PARTNERS (first appearance: spin-off or new listing) | 4 | $98.2M |
| CL | 4 | $41.6M |
| BAC | 4 | $24.2M |
| IAC INTERACTIVECORP NEW (first appearance: spin-off or new listing) | 3 | $518.2M |
| CMCSA | 3 | $514.6M |
| ICE | 3 | $500.9M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| TMUSREUR | 7 | $2.5M |
| MTCHEUR | 5 | $938.0M |
| JD | 4 | $549.7M |
| CZREUR | 3 | $1.6B |
| CRM | 3 | $972.6M |
| IACIEUR | 3 | $613.1M |
| BABA | 3 | $211.4M |
| CVNA | 3 | $140.8M |
| WUBAUSD | 3 | $121.0M |
| EVRG | 3 | $95.1M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| VZ | 3 / 9 | +$3.4B |
| CVX | 4 / 5 | +$3.2B |
| SNOW | 5 / 0 | +$2.4B |
| BAC | 8 / 12 | +$2.0B |
| BMY | 4 / 8 | +$1.9B |
| ABBV | 5 / 4 | +$1.9B |
| MRK | 3 / 7 | +$1.8B |
| PCG | 4 / 1 | +$1.6B |
| BRK/B | 7 / 17 | +$1.4B |
| MTCH | 5 / 0 | +$1.3B |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| AAPL | 3 / 13 | −$4.6B |
| AMZN | 6 / 16 | −$3.5B |
| FDX | 2 / 9 | −$2.9B |
| JPM | 5 / 14 | −$2.0B |
| CZREUR | 0 / 3 | −$1.6B |
| WFC | 13 / 7 | −$1.5B |
| COST | 2 / 4 | −$1.2B |
| LINDE PLC | 0 / 8 | −$1.2B |
| CRM | 3 / 10 | −$956.5M |
| MTCHEUR | 0 / 5 | −$938.0M |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced AAPL −$4.2B; bought VZ +$3.5B; bought CVX +$3.2B; reduced WFC −$2.6B; added BAC +$2.0B |
| Burry (Scion Asset Management, LLC) | bought META +$13.1M; reduced GME −$10.7M; sold BBBYEUR −$10.6M; bought WDC +$9.1M; bought CVS +$8.8M |
| Druckenmiller (Duquesne Family Office LLC) | added MSFT +$177.9M; reduced JPM −$145.7M; reduced PYPL −$123.6M; reduced WDAY −$99.0M; bought NUANEUR +$96.6M |
| Soros (Soros Fund Management LLC) | bought PLTR +$175.3M; reduced TMUS −$101.4M; reduced PCG −$97.0M; added DHI +$95.1M; sold MCHP 2.25 02/15/37 −$78.0M |
| Bridgewater (Bridgewater Associates, LP) | bought WMT +$195.1M; bought PG +$170.3M; added BABA +$112.7M; bought KO +$100.3M; bought JNJ +$99.1M |
| Ackman (Pershing Square Inc.) | reduced LOW −$49.9M; reduced A −$38.2M; reduced HLT −$36.4M |
| Klarman (Baupost Group LLC) | bought PSTHUSD +$397.1M; bought MU +$245.2M; added PCG +$243.7M; sold AKBA −$203.7M; added LSXMKUSD +$186.3M |
| Tepper (Appaloosa LP) | added PCG +$674.5M; reduced BABA −$339.5M; reduced AMZN −$262.9M; added MU +$136.2M; reduced T −$126.9M |

Not filed for Q3 2020: Samantha McLemore (last: none).

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Source: https://sweetvaluelab.com/investors/13f/2020-q3 (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs; share changes priced at each quarter's reported value. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.