---
title: 13F filings, Q3 2024
canonical: https://sweetvaluelab.com/investors/13f/2024-q3
quarter: 2024-09-30
deadline: 2024-11-14
filed: 2025-02-10
---
# 13F filings, Q3 2024

Holdings as of Sep 30, 2024, due by Nov 14, 2024. 84 of 85 tracked investors have filed; changes are computed for the 84 with holdings in both Q3 2024 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| TEL (first appearance: spin-off or new listing) | 7 | $3.8B |
| FERG (first appearance: spin-off or new listing) | 5 | $763.7M |
| SW (first appearance: spin-off or new listing) | 5 | $698.3M |
| SIRI (first appearance: spin-off or new listing) | 4 | $2.5B |
| FLUT | 4 | $1.6B |
| TLN (first appearance: spin-off or new listing) | 4 | $360.4M |
| AAPL | 3 | $1.6B |
| V | 3 | $1.1B |
| SBUX | 3 | $562.4M |
| ADSK | 3 | $220.2M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| TE CONNECTIVITY LTD | 7 | $3.8B |
| FERG | 6 | $1.1B |
| LM0C | 4 | $1.6B |
| META | 4 | $290.0M |
| WRKUSD | 4 | $179.6M |
| 22941EUR | 3 | $799.4M |
| GOOGL | 3 | $362.9M |
| UNH | 3 | $322.8M |
| UBER | 3 | $256.6M |
| KEL | 3 | $245.4M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| NVST 1.75 08/15/28 | 1 / 0 | +$15.8B |
| TEL | 7 / 0 | +$3.8B |
| SIRI | 4 / 0 | +$2.5B |
| FLUT | 8 / 2 | +$2.3B |
| APD | 4 / 2 | +$2.0B |
| BN | 3 / 3 | +$1.6B |
| ORCL | 3 / 11 | +$1.2B |
| PDD | 6 / 2 | +$1.0B |
| DG | 4 / 1 | +$926.0M |
| FERG | 5 / 0 | +$763.7M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| AAPL | 9 / 13 | −$24.5B |
| BAC | 3 / 11 | −$9.1B |
| MSFT | 12 / 22 | −$4.0B |
| TE CONNECTIVITY LTD | 0 / 7 | −$3.8B |
| AMZN | 10 / 16 | −$2.3B |
| GOOG | 9 / 19 | −$1.7B |
| LM0C | 0 / 4 | −$1.6B |
| TFC | 2 / 6 | −$1.4B |
| BRK/B | 5 / 14 | −$1.3B |
| FERG | 0 / 7 | −$1.2B |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced AAPL −$23.3B; reduced BAC −$9.3B; bought SIRI +$2.5B; sold LM0C −$1.6B; sold 22941EUR −$779.3M |
| Burry (Scion Asset Management, LLC) | added JD +$10.0M; sold HUDSON PAC PPTYS INC −$5.5M; added BIDU +$5.3M; added BABA +$4.8M; added FOUR +$4.4M |
| Druckenmiller (Duquesne Family Office LLC) | reduced VST −$264.8M; added NTRA +$202.1M; reduced MSFT −$153.8M; reduced KMI −$91.5M; reduced GEV −$68.3M |
| Soros (Soros Fund Management LLC) | bought SW +$340.8M; sold WRKUSD −$168.0M; bought MCHP 0.125 11/15/24 +$129.7M; added GFL +$104.4M; bought DBX 0 03/01/28 +$100.1M |
| Bridgewater (Bridgewater Associates, LP) | reduced PG −$345.3M; reduced WMT −$296.4M; reduced JNJ −$281.0M; reduced MCD −$255.1M; reduced COST −$241.1M |
| Ackman (Pershing Square Inc.) | added BN +$1.4B; added NKE +$1.2B; reduced HLT −$364.7M; bought SEG +$57.4M; reduced QSR −$10.2M |
| Klarman (Baupost Group LLC) | reduced FIS −$212.5M; bought DG +$194.8M; sold HUM −$156.9M; reduced CRH −$147.5M; sold JAZZ −$136.0M |
| Tepper (Appaloosa LP) | added PDD +$453.1M; reduced META −$177.5M; bought VST +$150.6M; added JD +$119.6M; added LYFT +$99.3M |

Not filed for Q3 2024: Guy Spier (last: 2022-06-30).

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