13F filings, Q3 2024: what the tracked investors bought and sold
Holdings as of Sep 30, 2024, due by Nov 14, 2024. 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.
84 / 85
$1.2T
5,404
Feb 10, 2025
New buys
| Ticker | Company | Investors | Value |
|---|---|---|---|
| TEL | first appearanceTE CONNECTIVITY PLC | 7 | $3.8B |
| FERG | first appearanceFERGUSON ENTERPRISES INC | 5 | $763.7M |
| SW | first appearanceSMURFIT WESTROCK PLC | 5 | $698.3M |
| SIRI | first appearanceSIRIUS XM HOLDINGS INC | 4 | $2.5B |
| FLUT | FLUTTER ENTMT PLC | 4 | $1.6B |
| TLN | first appearanceTALEN ENERGY CORP | 4 | $360.4M |
| AAPL | APPLE INC | 3 | $1.6B |
| V | VISA INC | 3 | $1.1B |
| SBUX | Starbucks Corp | 3 | $562.4M |
| ADSK | Autodesk Inc | 3 | $220.2M |
Sold out
| Ticker | Company | Investors | Value sold |
|---|---|---|---|
| — | TE CONNECTIVITY LTD | 7 | $3.8B |
| FERG | FERGUSON PLC NEW | 6 | $1.1B |
| LM0C | LIBERTY MEDIA CORP DEL | 4 | $1.6B |
| META | META PLATFORMS INC | 4 | $290.0M |
| WRKUSD | WESTROCK CO | 4 | $179.6M |
| 22941EUR | LIBERTY MEDIA CORP DEL | 3 | $799.4M |
| GOOGL | ALPHABET INC | 3 | $362.9M |
| UNH | UNITEDHEALTH GROUP INC | 3 | $322.8M |
| UBER | UBER TECHNOLOGIES INC | 3 | $256.6M |
| KEL | Kellanova | 3 | $245.4M |
Net bought
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| NVST 1.75 08/15/28 | ENVISTA HOLDINGS CORPORATION | 1 / 0 | +$15.8B |
| TEL | TE CONNECTIVITY PLC | 7 / 0 | +$3.8B |
| SIRI | SIRIUS XM HOLDINGS INC | 4 / 0 | +$2.5B |
| FLUT | Flutter Entmt Plc | 8 / 2 | +$2.3B |
| APD | AIR PRODS & CHEMS INC | 4 / 2 | +$2.0B |
| BN | BROOKFIELD CORP | 3 / 3 | +$1.6B |
| ORCL | ORACLE CORP | 3 / 11 | +$1.2B |
| PDD | PDD HOLDINGS INC | 6 / 2 | +$1.0B |
| DG | DOLLAR GEN CORP NEW | 4 / 1 | +$926.0M |
| FERG | FERGUSON ENTERPRISES INC | 5 / 0 | +$763.7M |
Net sold
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| AAPL | APPLE INC | 9 / 13 | −$24.5B |
| BAC | BANK AMER CORP | 3 / 11 | −$9.1B |
| MSFT | Microsoft Corp | 12 / 22 | −$4.0B |
| — | TE CONNECTIVITY LTD | 0 / 7 | −$3.8B |
| AMZN | AMAZON COM INC | 10 / 16 | −$2.3B |
| GOOG | ALPHABET INC | 9 / 19 | −$1.7B |
| LM0C | LIBERTY MEDIA CORP DEL | 0 / 4 | −$1.6B |
| TFC | Truist Finl Corp | 2 / 6 | −$1.4B |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 5 / 14 | −$1.3B |
| FERG | FERGUSON PLC NEW | 0 / 7 | −$1.2B |
Changes are computed for the 84 investors with holdings in both Q3 2024 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 11-14 | reduced AAPL −$23.3Breduced BAC −$9.3Bbought SIRI $2.5Bsold LM0C $1.6Bsold 22941EUR $779.3M |
| Burry Scion Asset Management, LLC · filed 11-14 | added JD +$10.0Msold HUDSON PAC PPTYS INC $5.5Madded BIDU +$5.3Madded BABA +$4.8Madded FOUR +$4.4M |
| Druckenmiller Duquesne Family Office LLC · filed 11-14 | reduced VST −$264.8Madded NTRA +$202.1Mreduced MSFT −$153.8Mreduced KMI −$91.5Mreduced GEV −$68.3M |
| Soros Soros Fund Management LLC · filed 11-14 | bought SW $340.8Msold WRKUSD $168.0Mbought MCHP 0.125 11/15/24 $129.7Madded GFL +$104.4Mbought DBX 0 03/01/28 $100.1M |
| Bridgewater Bridgewater Associates, LP · filed 11-13 | reduced PG −$345.3Mreduced WMT −$296.4Mreduced JNJ −$281.0Mreduced MCD −$255.1Mreduced COST −$241.1M |
| Ackman Pershing Square Inc. · filed 11-14 | added BN +$1.4Badded NKE +$1.2Breduced HLT −$364.7Mbought SEG $57.4Mreduced QSR −$10.2M |
| Klarman Baupost Group LLC · filed 11-13 | reduced FIS −$212.5Mbought DG $194.8Msold HUM $156.9Mreduced CRH −$147.5Msold JAZZ $136.0M |
| Tepper Appaloosa LP · filed 11-14 | added PDD +$453.1Mreduced META −$177.5Mbought VST $150.6Madded JD +$119.6Madded LYFT +$99.3M |
No filing for this quarter: Guy Spier (last Q2 2022). An investor whose holdings are reported by another filer, who has stopped filing, or who had not started yet shows here rather than as having sold everything.