---
title: 13F filings, Q1 2025
canonical: https://sweetvaluelab.com/investors/13f/2025-q1
quarter: 2025-03-31
deadline: 2025-05-15
filed: 2026-02-17
---
# 13F filings, Q1 2025

Holdings as of Mar 31, 2025, due by May 15, 2025. 84 of 85 tracked investors have filed; changes are computed for the 84 with holdings in both Q1 2025 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| COF | 4 | $944.2M |
| CB | 4 | $673.8M |
| APP | 4 | $584.8M |
| PRMB | 4 | $272.6M |
| CNR (first appearance: spin-off or new listing) | 4 | $175.1M |
| META | 3 | $989.9M |
| FLUT | 3 | $745.6M |
| DB | 3 | $481.8M |
| MRP (first appearance: spin-off or new listing) | 3 | $422.2M |
| LEN | 3 | $388.6M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| TEAM | 4 | $622.7M |
| TSLA | 4 | $238.1M |
| SNREN | 4 | $190.2M |
| UNH | 4 | $92.7M |
| FERG | 3 | $209.2M |
| APO | 3 | $189.0M |
| VST | 3 | $188.4M |
| CNK | 3 | $165.7M |
| KKR | 3 | $161.7M |
| HRI | 3 | $57.1M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| UBER | 6 / 4 | +$2.2B |
| STZ | 3 / 1 | +$1.5B |
| FLUT | 9 / 3 | +$1.2B |
| FTV | 1 / 1 | +$1.0B |
| NVDA | 10 / 4 | +$819.8M |
| CCL1EUR | 2 / 2 | +$741.5M |
| NUE | 2 / 1 | +$704.9M |
| CB | 4 / 2 | +$669.5M |
| CVNA | 3 / 2 | +$651.0M |
| APD | 3 / 3 | +$617.4M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| NVST 1.75 08/15/28 | 1 / 1 | −$15.6B |
| BAC | 3 / 12 | −$2.6B |
| AAPL | 6 / 11 | −$2.3B |
| GOOG | 8 / 23 | −$1.9B |
| WFC | 1 / 14 | −$1.7B |
| BRK/B | 3 / 18 | −$1.6B |
| GOOGL | 10 / 20 | −$1.4B |
| JPM | 4 / 9 | −$1.4B |
| PM | 1 / 11 | −$1.2B |
| C | 3 / 8 | −$1.2B |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced BAC −$2.0B; added STZ +$1.2B; sold C −$1.0B; bought NUE +$692.7M; sold NU −$416.3M |
| Burry (Scion Asset Management, LLC) | sold BABA −$12.7M; sold BIDU −$10.5M; sold JD −$10.4M; sold MOH −$7.3M; sold PDD −$7.3M |
| Druckenmiller (Duquesne Family Office LLC) | reduced STX −$114.2M; added TEVA +$90.4M; bought DOCU +$87.5M; added TSM +$81.5M; added FLUT +$79.6M |
| Soros (Soros Fund Management LLC) | sold AKAM 0.125 05/01/25 −$182.8M; reduced F 0 03/15/26 −$167.3M; bought SPOT 0 03/15/26 +$154.5M; bought CNP 4.25 08/15/26 +$148.1M; reduced GOOGL −$129.0M |
| Bridgewater (Bridgewater Associates, LP) | added BABA +$714.7M; added BIDU +$173.0M; added BKNG +$163.4M; added CRM +$144.8M; added PANW +$144.2M |
| Ackman (Pershing Square Inc.) | bought UBER +$2.2B; sold NKE −$1.4B; reduced HLT −$555.2M; added BN +$320.3M; reduced GOOG −$191.2M |
| Klarman (Baupost Group LLC) | bought FIS +$260.9M; reduced LBTYK −$177.1M; bought ELV +$107.0M; reduced WTW −$105.1M; added GOOG +$101.9M |
| Tepper (Appaloosa LP) | reduced BABA −$345.5M; reduced MSFT −$172.7M; sold AMD −$144.9M; added UBER +$123.9M; reduced PDD −$116.7M |

Not filed for Q1 2025: Guy Spier (last: 2022-06-30).

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Source: https://sweetvaluelab.com/investors/13f/2025-q1 (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.