13F filings, Q2 2022: what the tracked investors bought and sold
Holdings as of Jun 30, 2022, due by Aug 15, 2022. A 13F shows long US stock positions only, 45 days late, with no shorts or cash: read it as a photograph, not a trade log. How to read a 13F.
85 / 85
$1.0T
6,124
Aug 31, 2023
New buys
| Ticker | Company | Investors | Value |
|---|---|---|---|
| WBD | first appearanceWARNER BROS DISCOVERY INC | 12 | $590.4M |
| BKNG | BOOKING HOLDINGS INC | 4 | $616.1M |
| GOOGL | ALPHABET INC | 3 | $718.9M |
| LRCXEUR | LAM RESEARCH CORP | 3 | $340.6M |
| DIS | DISNEY WALT CO | 3 | $263.5M |
| EQT | Eqt Corp | 3 | $228.1M |
| ENOV | first appearanceENOVIS CORPORATION | 3 | $192.7M |
| FDX | FEDEX CORP | 3 | $112.3M |
| NFLX | NETFLIX INC | 3 | $107.3M |
| UAL | UNITED AIRLS HLDGS INC | 3 | $47.7M |
Sold out
Net bought
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| PTON 0 02/15/26 | PELOTON INTERACTIVE INC | 2 / 0 | +$2.2B |
| GOOGL | ALPHABET INC | 21 / 12 | +$1.7B |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 9 / 9 | +$1.6B |
| GE | GENERAL ELECTRIC CO | 8 / 1 | +$1.6B |
| AAPL | APPLE INC | 7 / 5 | +$1.5B |
| OXY | OCCIDENTAL PETE CORP | 3 / 2 | +$1.1B |
| IEP | Icahn Enterprises LP | 1 / 0 | +$991.6M |
| PYPL | PAYPAL HLDGS INC | 9 / 2 | +$874.3M |
| META | META PLATFORMS INC | 22 / 13 | +$776.3M |
| FIS | FIDELITY NATL INFORMATION SV | 4 / 1 | +$740.8M |
Net sold
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| CHTR | CHARTER COMMUNICATIONS INC N | 5 / 6 | −$1.8B |
| BABA | ALIBABA GROUP HLDG LTD | 9 / 7 | −$1.4B |
| JD | JD.COM INC | 1 / 7 | −$1.4B |
| UNH | UNITEDHEALTH GROUP INC | 0 / 21 | −$1.1B |
| NOW | SERVICENOW INC | 2 / 5 | −$1.1B |
| MTCH | MATCH GROUP INC NEW | 1 / 2 | −$971.6M |
| HUM | HUMANA INC | 2 / 3 | −$940.0M |
| SNAP | Snap Inc | 1 / 3 | −$905.6M |
| DASH | DOORDASH INC | 1 / 3 | −$880.4M |
| NFLX | Netflix Inc | 8 / 4 | −$875.4M |
Changes are computed for the 85 investors with holdings in both Q2 2022 and the quarter before, stock positions only (no options). Share changes are priced at each quarter's reported value per share. A first appearance is a security no tracked investor held last quarter — a spin-off or a new listing — so holding it may not mean anyone bought it.
What the best-known names did
| Buffett Berkshire Hathaway Inc · filed 08-15 | added OXY +$1.3Badded ALLY +$704.7Madded AAPL +$530.3Madded CVX +$327.5Madded ATVIEUR +$318.1M |
| Burry Scion Asset Management, LLC · filed 08-15 | sold BMY $21.9Msold BKNG $18.8Msold DISCKUSD $18.7Msold GOOGL $18.1Msold CI $18.0M |
| Druckenmiller Duquesne Family Office LLC · filed 08-15 | sold AMZN $198.8Mbought LLY $96.3Mreduced MSFT −$71.8Mreduced FCX −$47.0Mreduced TECK −$41.5M |
| Soros Soros Fund Management LLC · filed 08-12 | sold CERNCHF $255.4Mbought ACCUSD $201.5Mbought BIOHAVEN PHARMACTL HLDG CO L $182.9Mbought YUSD $168.3Msold MGP $128.2M |
| Bridgewater Bridgewater Associates, LP · filed 08-11 | sold BABA $813.9Madded CVS +$179.3Madded MA +$141.7Msold JD $123.9Madded GOOGL +$103.4M |
| Ackman Pershing Square Inc. · filed 08-15 | sold NFLX $1.2Breduced CMG −$12.4Mreduced HLT −$4.9Mreduced DPZ −$2.6Mreduced QSR −$2.1M |
| Klarman Baupost Group LLC · filed 08-12 | reduced INTC −$294.3Mbought WBD $241.6Mreduced GOOG −$164.2Mbought EDU $162.9Mreduced NXST −$141.7M |
| Tepper Appaloosa LP · filed 08-15 | bought CEG $154.6Mreduced OXY −$115.7Mreduced MU −$84.3Mreduced PCG −$52.5Msold GT $46.5M |