---
title: 13F filings, Q3 2021
canonical: https://sweetvaluelab.com/investors/13f/2021-q3
quarter: 2021-09-30
deadline: 2021-11-15
filed: 2022-08-03
---
# 13F filings, Q3 2021

Holdings as of Sep 30, 2021, due by Nov 15, 2021. 84 of 85 tracked investors have filed; changes are computed for the 84 with holdings in both Q3 2021 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| GE (first appearance: spin-off or new listing) | 10 | $4.0B |
| BBWI (first appearance: spin-off or new listing) | 4 | $2.5B |
| VSXY (first appearance: spin-off or new listing) | 4 | $715.7M |
| ZM | 4 | $395.3M |
| JXN (first appearance: spin-off or new listing) | 4 | $171.1M |
| RH | 4 | $122.1M |
| FRSH (first appearance: spin-off or new listing) | 4 | $45.8M |
| AMZN | 3 | $1.3B |
| ACN | 3 | $724.3M |
| VTEX (first appearance: spin-off or new listing) | 3 | $403.7M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| General Electric Co | 14 | $4.1B |
| MXIM | 5 | $153.4M |
| LBEUR | 4 | $3.0B |
| ALXN | 4 | $95.4M |
| NEW ORIENTAL ED & TECH GRP I | 3 | $945.7M |
| MA | 3 | $707.5M |
| BABA | 3 | $358.0M |
| CHTR | 3 | $145.5M |
| NFLX | 3 | $125.8M |
| ETN | 3 | $85.9M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| GE | 10 / 0 | +$4.0B |
| GINKGO BIOWORKS HOLDINGS INC | 2 / 0 | +$4.0B |
| BBWI | 4 / 0 | +$2.5B |
| CNI | 3 / 2 | +$1.5B |
| ABNB | 2 / 2 | +$1.4B |
| HUM | 4 / 2 | +$1.3B |
| V | 8 / 17 | +$1.3B |
| FISV | 6 / 3 | +$1.2B |
| WRBY | 2 / 0 | +$1.2B |
| SNY | 2 / 1 | +$1.1B |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| General Electric Co | 1 / 14 | −$4.0B |
| MSFT | 5 / 23 | −$3.0B |
| LBEUR | 0 / 4 | −$3.0B |
| A | 1 / 4 | −$1.8B |
| META | 8 / 21 | −$1.3B |
| BDX | 5 / 4 | −$1.1B |
| BRK/B | 6 / 14 | −$1.1B |
| AON | 3 / 7 | −$1.0B |
| GPN | 2 / 1 | −$1.0B |
| NOW | 2 / 5 | −$1.0B |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced CHTR −$736.9M; sold MRK −$712.2M; reduced ABBV −$661.2M; added CVX +$566.1M; bought RPRX +$475.1M |
| Burry (Scion Asset Management, LLC) | sold DISCKUSD −$24.8M; sold OVV −$18.9M; sold STNG −$13.2M; sold MRNS* −$11.2M; sold SXC −$11.2M |
| Druckenmiller (Duquesne Family Office LLC) | reduced MSFT −$205.9M; added CPNG +$139.0M; sold AFRM −$92.9M; sold NFLX −$91.0M; sold CMI −$79.2M |
| Soros (Soros Fund Management LLC) | added IHS MARKIT LTD +$127.4M; sold MXIM −$114.6M; added VER +$105.8M; sold SEALTD 1 12/01/24 −$92.9M; sold ALXN −$91.9M |
| Bridgewater (Bridgewater Associates, LP) | added BABA +$277.0M; added PDD +$72.8M; bought DIDIY +$70.0M; added HD +$62.3M; added JD +$58.0M |
| Ackman (Pershing Square Inc.) | sold A −$1.7B; added CMG +$52.0M; added DPZ +$25.3M; added LOW +$19.5M; added HLT +$16.6M |
| Klarman (Baupost Group LLC) | reduced EBAY −$620.6M; sold TRANSLATE BIO INC −$493.5M; bought DBX +$271.4M; reduced PCG −$225.0M; reduced WTW −$207.2M |
| Tepper (Appaloosa LP) | reduced MU −$206.0M; reduced AMZN −$180.7M; bought ALIT +$91.8M; added M +$76.6M; sold EMR −$71.0M |

Not filed for Q3 2021: Samantha McLemore (last: none).

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