---
title: 13F filings, Q4 2024
canonical: https://sweetvaluelab.com/investors/13f/2024-q4
quarter: 2024-12-31
deadline: 2025-02-14
filed: 2025-08-12
---
# 13F filings, Q4 2024

Holdings as of Dec 31, 2024, due by Feb 14, 2025. 84 of 85 tracked investors have filed; changes are computed for the 84 with holdings in both Q4 2024 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| LRCX (first appearance: spin-off or new listing) | 6 | $647.1M |
| SNREN (first appearance: spin-off or new listing) | 6 | $288.9M |
| BLK (first appearance: spin-off or new listing) | 5 | $956.1M |
| APTV (first appearance: spin-off or new listing) | 5 | $357.9M |
| UNH | 4 | $1.1B |
| COF | 4 | $1.0B |
| LLY | 4 | $895.3M |
| ICLR | 4 | $266.7M |
| TTAN (first appearance: spin-off or new listing) | 4 | $220.1M |
| CG | 4 | $188.4M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| LRCXEUR | 5 | $618.7M |
| AAPL | 4 | $1.8B |
| APTIV PLC | 4 | $240.7M |
| CB | 4 | $60.0M |
| BLKCHF | 3 | $673.8M |
| ACHC | 3 | $381.4M |
| FCX | 3 | $167.1M |
| OPCH | 3 | $86.8M |
| AZPN1USD | 3 | $74.3M |
| CMA | 3 | $20.1M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| LLY | 7 / 3 | +$1.7B |
| HUM | 4 / 3 | +$1.6B |
| STZ | 2 / 1 | +$1.2B |
| SBAC | 2 / 1 | +$1.2B |
| ELV | 8 / 3 | +$1.2B |
| CVS | 6 / 7 | +$1.1B |
| BLK | 5 / 0 | +$956.1M |
| CMCSA | 5 / 7 | +$917.6M |
| KDP | 1 / 1 | +$865.3M |
| CSGP | 7 / 1 | +$863.6M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| BAC | 5 / 10 | −$6.3B |
| AAPL | 9 / 11 | −$5.1B |
| C | 3 / 8 | −$2.8B |
| AMZN | 6 / 21 | −$2.6B |
| GOOG | 5 / 24 | −$2.6B |
| WFC | 4 / 13 | −$2.2B |
| CRM | 3 / 10 | −$1.8B |
| TFC | 3 / 3 | −$1.3B |
| GS | 0 / 9 | −$1.3B |
| BRK/B | 8 / 11 | −$1.3B |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced BAC −$5.2B; reduced C −$2.9B; bought STZ +$1.2B; reduced NU −$479.2M; added DPZ +$463.7M |
| Burry (Scion Asset Management, LLC) | sold FOUR −$13.3M; bought EL +$7.5M; bought PDD +$7.3M; reduced JD −$6.9M; bought HCA +$4.5M |
| Druckenmiller (Duquesne Family Office LLC) | added TEVA +$166.8M; bought UAL +$101.4M; bought SKAA +$72.3M; bought AMZN +$72.0M; bought SLM +$69.5M |
| Soros (Soros Fund Management LLC) | added F 0 03/15/26 +$157.4M; added GOOGL +$154.0M; sold MCHP 0.125 11/15/24 −$129.7M; sold DISH 0 12/15/25 −$98.5M; bought AJG +$85.2M |
| Bridgewater (Bridgewater Associates, LP) | sold LRCXEUR −$225.3M; reduced PG −$194.8M; reduced WMT −$186.6M; bought LRCX +$183.0M; reduced NVDA −$168.8M |
| Ackman (Pershing Square Inc.) | reduced HLT −$476.9M; reduced CMG −$250.9M; added NKE +$188.3M; added BN +$123.9M; added SEG +$81.9M |
| Klarman (Baupost Group LLC) | bought FERG +$196.5M; added QSR +$187.3M; bought SNREN +$100.6M; bought HUM +$87.8M; sold FIS −$81.4M |
| Tepper (Appaloosa LP) | added VST +$197.1M; added BABA +$156.3M; reduced AMZN −$131.6M; added JD +$109.8M; sold ADBE −$103.6M |

Not filed for Q4 2024: Guy Spier (last: 2022-06-30).

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Source: https://sweetvaluelab.com/investors/13f/2024-q4 (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.