---
title: 13F filings, Q2 2024
canonical: https://sweetvaluelab.com/investors/13f/2024-q2
quarter: 2024-06-30
deadline: 2024-08-14
filed: 2024-08-15
---
# 13F filings, Q2 2024

Holdings as of Jun 30, 2024, due by Aug 14, 2024. 84 of 85 tracked investors have filed; changes are computed for the 84 with holdings in both Q2 2024 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| GEV (first appearance: spin-off or new listing) | 8 | $900.3M |
| SOLV | 6 | $659.4M |
| FLUT | 5 | $285.4M |
| UNH | 4 | $1.8B |
| APH | 4 | $251.9M |
| LH (first appearance: spin-off or new listing) | 4 | $189.1M |
| RBRK (first appearance: spin-off or new listing) | 4 | $46.0M |
| HUM | 3 | $1.8B |
| AAPL | 3 | $441.3M |
| CHTR | 3 | $279.3M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| GE | 7 | $640.2M |
| LABORATORY CORP AMER HLDGS | 4 | $218.1M |
| PXDEUR | 4 | $181.7M |
| TMO | 3 | $957.2M |
| VRSN | 3 | $370.1M |
| IBN | 3 | $330.5M |
| CLF | 3 | $87.9M |
| C | 3 | $52.2M |
| WIREEUR | 3 | $17.8M |
| CPRI | 3 | $6.5M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| BRK/B | 9 / 11 | +$2.9B |
| HUM | 6 / 2 | +$2.5B |
| LOAR | 2 / 0 | +$2.1B |
| CVS | 9 / 4 | +$1.7B |
| UNH | 11 / 11 | +$1.2B |
| SHOP | 3 / 1 | +$1.0B |
| GEV | 8 / 0 | +$900.3M |
| ADBE | 7 / 5 | +$836.0M |
| FER | 1 / 0 | +$741.8M |
| MSCI | 6 / 3 | +$725.1M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| AAPL | 7 / 13 | −$81.8B |
| GE | 0 / 16 | −$3.8B |
| DIS | 7 / 11 | −$3.0B |
| WFC | 2 / 15 | −$2.1B |
| V | 4 / 14 | −$2.0B |
| GOOG | 5 / 23 | −$1.7B |
| ADSK | 2 / 3 | −$1.6B |
| KKR | 2 / 7 | −$1.6B |
| CI | 2 / 6 | −$1.4B |
| GS | 2 / 9 | −$1.3B |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced AAPL −$82.0B; sold SNOW −$989.9M; reduced CVX −$683.5M; added OXY +$457.8M; reduced COF −$367.2M |
| Burry (Scion Asset Management, LLC) | sold HCA −$8.3M; sold C −$7.9M; sold XYZ −$7.6M; bought FOUR +$7.3M; bought MOH +$7.3M |
| Druckenmiller (Duquesne Family Office LLC) | reduced MSFT −$318.1M; reduced CPNG −$240.7M; reduced NVDA −$190.9M; sold GE −$149.7M; reduced TECK −$148.4M |
| Soros (Soros Fund Management LLC) | added AZNN +$160.0M; sold MSTR 0.75 12/15/25 −$134.2M; sold MSTR 0 02/15/27 −$123.1M; added WRKUSD +$122.8M; sold AELUSD −$107.9M |
| Bridgewater (Bridgewater Associates, LP) | added AMZN +$308.8M; reduced AAPL −$289.1M; added MSFT +$228.3M; reduced LLY −$167.2M; reduced GOOGL −$150.9M |
| Ackman (Pershing Square Inc.) | reduced CMG −$525.3M; reduced GOOG −$335.6M; bought BN +$284.7M; bought NKE +$229.1M; reduced GOOGL −$67.1M |
| Klarman (Baupost Group LLC) | reduced GOOG −$346.3M; bought HUM +$156.9M; reduced FIS −$156.0M; added CRH +$113.7M; bought SOLV +$96.2M |
| Tepper (Appaloosa LP) | reduced NVDA −$460.8M; added LYFT +$105.7M; reduced MSFT −$97.7M; reduced META −$94.5M; reduced AMZN −$68.2M |

Not filed for Q2 2024: Guy Spier (last: 2022-06-30).

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Source: https://sweetvaluelab.com/investors/13f/2024-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.