---
title: 13F filings, Q4 2020
canonical: https://sweetvaluelab.com/investors/13f/2020-q4
quarter: 2020-12-31
deadline: 2021-02-16
filed: 2022-08-03
---
# 13F filings, Q4 2020

Holdings as of Dec 31, 2020, due by Feb 16, 2021. 84 of 85 tracked investors have filed; changes are computed for the 84 with holdings in both Q4 2020 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| DASH (first appearance: spin-off or new listing) | 6 | $1.1B |
| VTRS (first appearance: spin-off or new listing) | 6 | $544.9M |
| FISV | 5 | $974.5M |
| CNXC (first appearance: spin-off or new listing) | 5 | $211.6M |
| UNH | 4 | $1.1B |
| GOOGL | 4 | $487.5M |
| NFLX | 4 | $415.4M |
| SHOP | 4 | $195.0M |
| XYZ | 4 | $139.9M |
| EPD | 4 | $72.4M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| GLIBAEUR | 7 | $71.3M |
| AMT | 5 | $32.5M |
| UNUSD | 4 | $754.6M |
| BKNG | 4 | $388.4M |
| BABA | 3 | $952.8M |
| HDSUSD | 3 | $290.4M |
| HPQ | 3 | $254.7M |
| NOVEUR | 3 | $125.9M |
| FDX | 3 | $89.4M |
| META | 3 | $87.3M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| VZ | 3 / 8 | +$5.1B |
| CNH | 1 / 2 | +$2.5B |
| V | 10 / 15 | +$1.4B |
| DASH | 6 / 0 | +$1.1B |
| SNAP | 1 / 1 | +$968.6M |
| INTC | 6 / 4 | +$897.8M |
| PANW | 3 / 0 | +$806.1M |
| ABCL | 2 / 0 | +$802.5M |
| GM | 1 / 0 | +$765.7M |
| FISV | 7 / 2 | +$756.3M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| AAPL | 5 / 11 | −$7.6B |
| PYPL | 3 / 11 | −$1.7B |
| WFC | 11 / 9 | −$1.7B |
| RUN | 2 / 1 | −$1.5B |
| BRK/B | 8 / 16 | −$1.3B |
| BIDU | 6 / 6 | −$1.1B |
| FDX | 2 / 8 | −$1.1B |
| TE CONNECTIVITY LTD | 3 / 4 | −$1.1B |
| GM | 2 / 6 | −$995.3M |
| CHTR | 1 / 8 | −$985.5M |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced AAPL −$7.6B; added VZ +$5.2B; reduced WFC −$2.3B; added MRK +$514.9M; added ABBV +$457.4M |
| Burry (Scion Asset Management, LLC) | sold GME −$17.4M; sold META −$13.1M; bought DNOW +$10.8M; sold CVS −$8.8M; sold TCOM −$7.8M |
| Druckenmiller (Duquesne Family Office LLC) | sold BABA −$160.4M; sold NFLX −$139.2M; added PANW +$133.9M; reduced JD −$115.7M; added DIS +$98.0M |
| Soros (Soros Fund Management LLC) | bought QS +$280.0M; sold DKNG1USD −$139.1M; reduced HAIN −$93.0M; bought SEALTD 1 12/01/24 +$67.4M; reduced VICI −$62.5M |
| Bridgewater (Bridgewater Associates, LP) | added WMT +$242.8M; added PG +$204.5M; added KO +$137.0M; added JNJ +$126.6M; added PEP +$116.3M |
| Ackman (Pershing Square Inc.) | reduced SBUX −$6.5M; reduced QSR −$4.9M; reduced LOW −$3.3M; reduced A −$1.5M; reduced HLT −$1.4M |
| Klarman (Baupost Group LLC) | bought INTC +$906.0M; reduced 0VVB −$526.8M; bought MPC +$318.1M; sold HDSUSD −$281.2M; sold HPQ −$252.6M |
| Tepper (Appaloosa LP) | reduced PCG −$478.5M; reduced MU −$319.5M; added AMZN +$183.0M; bought OXY +$140.2M; sold T −$131.9M |

Not filed for Q4 2020: Samantha McLemore (last: none).

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Source: https://sweetvaluelab.com/investors/13f/2020-q4 (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.