---
title: 13F filings, Q2 2021
canonical: https://sweetvaluelab.com/investors/13f/2021-q2
quarter: 2021-06-30
deadline: 2021-08-16
filed: 2022-08-03
---
# 13F filings, Q2 2021

Holdings as of Jun 30, 2021, due by Aug 16, 2021. 84 of 85 tracked investors have filed; changes are computed for the 84 with holdings in both Q2 2021 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| OGN (first appearance: spin-off or new listing) | 6 | $124.5M |
| S (first appearance: spin-off or new listing) | 5 | $1.2B |
| CRM | 5 | $685.3M |
| BROOKFIELD ASSET MGMT REINS (first appearance: spin-off or new listing) | 5 | $9.4M |
| PPLI (first appearance: spin-off or new listing) | 4 | $874.7M |
| DIDIY (first appearance: spin-off or new listing) | 4 | $807.4M |
| 8QR (first appearance: spin-off or new listing) | 4 | $304.9M |
| FIGS (first appearance: spin-off or new listing) | 3 | $1.1B |
| SOFI (first appearance: spin-off or new listing) | 3 | $834.9M |
| VMEO* (first appearance: spin-off or new listing) | 3 | $435.6M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| MELI | 5 | $1.5B |
| IAC INTERACTIVECORP NEW | 5 | $1.2B |
| DISCAUSD | 5 | $70.0M |
| NFLX | 3 | $954.5M |
| NUANEUR | 3 | $909.7M |
| JPM | 3 | $173.1M |
| GRA1EUR | 3 | $150.2M |
| THOMA BRAVO ADVANTAGE | 3 | $125.8M |
| MDLZ | 3 | $115.2M |
| JAWS MUSTANG ACQUISITION COR | 3 | $71.3M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| Canadian Pac Ry Ltd | 3 / 1 | +$4.7B |
| FISV | 8 / 0 | +$1.9B |
| AMZN | 15 / 9 | +$1.6B |
| STX | 2 / 0 | +$1.5B |
| BRK/B | 7 / 13 | +$1.3B |
| S | 5 / 0 | +$1.2B |
| FIGS | 3 / 0 | +$1.1B |
| CNI | 3 / 1 | +$1.0B |
| DASH | 3 / 2 | +$1.0B |
| MRNA | 2 / 1 | +$989.5M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| GOOG | 3 / 26 | −$3.0B |
| MSFT | 8 / 21 | −$2.1B |
| SEAGATE TECHNOLOGY PLC | 0 / 2 | −$1.8B |
| COF | 1 / 7 | −$1.5B |
| BAC | 3 / 13 | −$1.5B |
| MELI | 4 / 5 | −$1.5B |
| OXY | 2 / 4 | −$1.3B |
| RBLX | 2 / 2 | −$1.2B |
| IAC INTERACTIVECORP NEW | 0 / 5 | −$1.2B |
| CARR | 1 / 4 | −$920.7M |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced MRK −$745.3M; reduced GM −$414.2M; added KR +$411.0M; sold AXTA −$410.8M; reduced BMY −$316.6M |
| Burry (Scion Asset Management, LLC) | bought DISCKUSD +$24.8M; bought OVV +$18.9M; bought GEO +$17.8M; sold IMKTA −$9.2M; added STNG +$9.0M |
| Druckenmiller (Duquesne Family Office LLC) | reduced MSFT −$168.2M; sold C −$154.6M; added GOOGL +$146.1M; reduced SE −$120.7M; bought NFLX +$91.0M |
| Soros (Soros Fund Management LLC) | sold 0VVB −$194.3M; bought FIGS +$159.0M; bought IHS MARKIT LTD +$152.1M; bought ACTCUSD +$132.7M; bought MQ +$112.3M |
| Bridgewater (Bridgewater Associates, LP) | added WMT +$230.1M; added PG +$207.1M; added JNJ +$183.4M; added KO +$138.8M; added PEP +$130.5M |
| Ackman (Pershing Square Inc.) | reduced LOW −$352.6M; reduced A −$16.1M; reduced QSR −$14.8M; reduced HLT −$14.3M; added DPZ +$1.6M |
| Klarman (Baupost Group LLC) | sold FOXA −$274.8M; reduced EBAY −$241.1M; bought SJR/BEUR +$218.1M; sold FOX −$198.4M; bought DIGITALBRIDGE GROUP INC +$180.7M |
| Tepper (Appaloosa LP) | reduced TMUS −$241.9M; reduced META −$213.8M; reduced GOOG −$213.0M; reduced AMZN −$209.8M; reduced EXE −$166.3M |

Not filed for Q2 2021: Samantha McLemore (last: none).

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Source: https://sweetvaluelab.com/investors/13f/2021-q2 (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.