13F filings, Q4 2024: what the tracked investors bought and sold
Holdings as of Dec 31, 2024, due by Feb 14, 2025. 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
$1.1T
5,405
Aug 12, 2025
New buys
| Ticker | Company | Investors | Value |
|---|---|---|---|
| LRCX | first appearanceLAM RESEARCH CORP | 6 | $647.1M |
| SNREN | first appearanceSunrise Communications Ag Ads | 6 | $288.9M |
| BLK | first appearanceBLACKROCK INC | 5 | $956.1M |
| APTV | first appearanceAPTIV PLC | 5 | $357.9M |
| UNH | UNITEDHEALTH GROUP INC | 4 | $1.1B |
| COF | CAPITAL ONE FINL CORP | 4 | $1.0B |
| LLY | Eli Lilly & Co | 4 | $895.3M |
| ICLR | ICON PLC | 4 | $266.7M |
| TTAN | first appearanceSERVICETITAN INC | 4 | $220.1M |
| CG | CARLYLE GROUP INC | 4 | $188.4M |
Sold out
| Ticker | Company | Investors | Value sold |
|---|---|---|---|
| LRCXEUR | LAM RESEARCH CORP | 5 | $618.7M |
| AAPL | APPLE INC | 4 | $1.8B |
| — | APTIV PLC | 4 | $240.7M |
| CB | Chubb Limited | 4 | $60.0M |
| BLKCHF | BlackRock, Inc. | 3 | $673.8M |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 3 | $381.4M |
| FCX | FREEPORT- MCMORAN INC | 3 | $167.1M |
| OPCH | OPTION CARE HEALTH INC | 3 | $86.8M |
| AZPN1USD | ASPEN TECHNOLOGY INC | 3 | $74.3M |
| CMA | COMERICA INC | 3 | $20.1M |
Net bought
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| LLY | Eli Lilly & Co | 7 / 3 | +$1.7B |
| HUM | HUMANA INC | 4 / 3 | +$1.6B |
| STZ | CONSTELLATION BRANDS INC | 2 / 1 | +$1.2B |
| SBAC | SBA COMMUNICATIONS CORP NEW | 2 / 1 | +$1.2B |
| ELV | ELEVANCE HEALTH INC | 8 / 3 | +$1.2B |
| CVS | CVS HEALTH CORP | 6 / 7 | +$1.1B |
| BLK | BLACKROCK INC | 5 / 0 | +$956.1M |
| CMCSA | COMCAST CORP NEW | 5 / 7 | +$917.6M |
| KDP | KEURIG DR PEPPER INC | 1 / 1 | +$865.3M |
| CSGP | COSTAR GROUP INC | 7 / 1 | +$863.6M |
Net sold
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| BAC | BANK AMER CORP | 5 / 10 | −$6.3B |
| AAPL | APPLE INC | 9 / 11 | −$5.1B |
| C | CITIGROUP INC | 3 / 8 | −$2.8B |
| AMZN | Amazon Com Inc | 6 / 21 | −$2.6B |
| GOOG | ALPHABET INC | 5 / 24 | −$2.6B |
| WFC | Wells Fargo Co New | 4 / 13 | −$2.2B |
| CRM | SALESFORCE INC | 3 / 10 | −$1.8B |
| TFC | TRUIST FINL CORP | 3 / 3 | −$1.3B |
| GS | GOLDMAN SACHS GROUP INC | 0 / 9 | −$1.3B |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 8 / 11 | −$1.3B |
Changes are computed for the 84 investors with holdings in both Q4 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 02-14 | reduced BAC −$5.2Breduced C −$2.9Bbought STZ $1.2Breduced NU −$479.2Madded DPZ +$463.7M |
| Burry Scion Asset Management, LLC · filed 02-14 | sold FOUR $13.3Mbought EL $7.5Mbought PDD $7.3Mreduced JD −$6.9Mbought HCA $4.5M |
| Druckenmiller Duquesne Family Office LLC · filed 02-14 | added TEVA +$166.8Mbought UAL $101.4Mbought SKAA $72.3Mbought AMZN $72.0Mbought SLM $69.5M |
| Soros Soros Fund Management LLC · filed 02-14 | added F 0 03/15/26 +$157.4Madded GOOGL +$154.0Msold MCHP 0.125 11/15/24 $129.7Msold DISH 0 12/15/25 $98.5Mbought AJG $85.2M |
| Bridgewater Bridgewater Associates, LP · filed 02-13 | sold LRCXEUR $225.3Mreduced PG −$194.8Mreduced WMT −$186.6Mbought LRCX $183.0Mreduced NVDA −$168.8M |
| Ackman Pershing Square Inc. · filed 04-16 | reduced HLT −$476.9Mreduced CMG −$250.9Madded NKE +$188.3Madded BN +$123.9Madded SEG +$81.9M |
| Klarman Baupost Group LLC · filed 02-13 | bought FERG $196.5Madded QSR +$187.3Mbought SNREN $100.6Mbought HUM $87.8Msold FIS $81.4M |
| Tepper Appaloosa LP · filed 02-10 | added VST +$197.1Madded BABA +$156.3Mreduced AMZN −$131.6Madded JD +$109.8Msold ADBE $103.6M |
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.