2nd Quarter of 2024 (Start of April ~ End of June)
- Source: Dataroma
- Based out of 79 superinvestors
- May include more than 10 stocks if the investor’s total is the same
#1
Company Information
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Superinvestors
- Total 10 (Counting as 1 if an investor invests in both “Class A” and “Class B”)
BRK.A (Class A)
- Total: 2
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Francis Chou Chou Associates |
39.62% | Add 12.50% | 90 |
| Christopher Bloomstran Semper Augustus |
14.02% | Add 2.40% | 128 |
BRK.B (Class B)
- Total: 9
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
Bill & Melinda Gates Foundation Trust |
21.01% | Add 42.29% | 24,620,202 |
| Christopher Bloomstran Semper Augustus |
17.25% | Add 2.27% | 237,074 |
| Francois Rochon Giverny Capital |
8.33% | Add 0.94% | 484,470 |
Torray Funds |
3.91% | Add 0.44% | 64,385 |
Yacktman Asset Management |
2.62% | Add 1.41% | 686,096 |
| Christopher Davis Davis Advisors |
1.87% | Add 0.03% | 810,163 |
| Bruce Berkowitz Fairholme Capital |
1.46% | Add 2.03% | 49,952 |
| David Katz Matrix Asset Advisors |
0.13% | Add 0.91% | 2,774 |
First Eagle Investment Management |
0.01% | Add 61.50% | 6,103 |
#2 (1/2)
Company Information
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Superinvestors
- Total 8 (Counting as 1 if an investor invests in both “Class A” and “Class C”)
GOOGL (Class A)
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Chris Hohn TCI Fund Management |
2.68% | Add 397.89% | 6,027,410 |
| Francois Rochon Giverny Capital |
2.39% | Add 5.95% | 310,083 |
| David Katz Matrix Asset Advisors |
0.06% | Add 8.11% | 2,665 |
| Christopher Bloomstran Semper Augustus |
0.04% | Buy | 1,160 |
| Lee Ainslie Maverick Capital |
0.04% | Buy | 11,187 |
GOOG (Class C)
- Total: 4
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Francis Chou Chou Associates |
10.87% | Buy | 82,390 |
| John Armitage Egerton Capital |
6% | Add 30.13% | 3,240,911 |
| Francois Rochon Giverny Capital |
5.02% | Add 0.25% | 647,436 |
| Christopher Davis Davis Advisors |
0.7% | Add 0.65% | 675,447 |
#2 (2/2)
Company Information
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Superinvestors
- Total: 8
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Chase Coleman Tiger Global Management |
5.53% | Buy | 2,347,600 |
Mairs & Power Growth Fund |
4.87% | Add 1.14% | 531,000 |
| Stephen Mandel Lone Pine Capital |
3.9% | Buy | 944,317 |
Torray Funds |
2.05% | Add 0.15% | 26,892 |
| Robert Olstein Olstein Capital Management |
1.49% | Add 13.79% | 16,500 |
First Eagle Investment Management |
0.47% | Add 963.55% | 411,381 |
| Christopher Davis Davis Advisors |
0.26% | Add 0.49% | 90,293 |
| Thomas Gayner Markel Group |
0.1% | Add 29.28% | 20,814 |
#4 (1/2)
Company Information
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Superinvestors
- Total: 7
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
AltaRock Partners |
17.8% | Add 10.30% | 1,934,816 |
AKO Capital |
7.44% | Add 8.31% | 1,211,103 |
| Stephen Mandel Lone Pine Capital |
7.32% | Add 4.68% | 2,020,205 |
| John Armitage Egerton Capital |
6.72% | Add 7.38% | 1,489,464 |
| Lee Ainslie Maverick Capital |
5.09% | Add 226.39% | 600,004 |
Viking Global Investors |
3.94% | Add 43.55% | 2,292,331 |
| Thomas Gayner Markel Group |
2.23% | Add 0.92% | 507,480 |
#4 (2/2)
Company Information
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Superinvestors
- Total: 7
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Thomas Russo Gardner Russo & Quinn |
2.8% | Add 10.44% | 3,644,712 |
| Lee Ainslie Maverick Capital |
1.94% | Add 28.01% | 1,404,425 |
| David Tepper Appaloosa Management |
1.77% | Add 10.29% | 1,500,000 |
| Daniel Loeb Third Point |
1.76% | Add 320.00% | 2,100,000 |
| John Armitage Egerton Capital |
1.31% | Buy | 1,785,119 |
| William Von Mueffling Cantillon Capital Management |
1.18% | Buy | 2,435,442 |
| Thomas Gayner Markel Group |
0.05% | Add 22.41% | 71,000 |
#6 (1/3)
Company Information
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Francis Chou Chou Associates |
6.66% | Buy | 44,000 |
| Daniel Loeb Third Point |
4.73% | Buy | 1,950,000 |
Viking Global Investors |
3.72% | Add 18.59% | 4,590,693 |
Mairs & Power Growth Fund |
3.59% | Add 31.72% | 946,800 |
| Thomas Gayner Markel Group |
2.54% | Add 0.01% | 1,227,290 |
| Christopher Bloomstran Semper Augustus |
0.48% | Add 197.65% | 12,650 |
#6 (2/3)
Company Information
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Triple Frond Partners |
3.27% | Buy | 57,920 |
AKO Capital |
3.06% | Add 4.74% | 461,682 |
Polen Capital Management |
1.99% | Add 1113.07% | 1,650,450 |
| Daniel Loeb Third Point |
0.83% | Buy | 150,000 |
Jensen Investment Management |
0.04% | Add 51.22% | 9,270 |
Yacktman Asset Management |
0.03% | Buy | 7,110 |
#6 (3/3)
Company Information
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Richard Pzena Hancock Classic Value |
3.71% | Add 10.09% | 723,774 |
| Samantha McLemore Patient Capital Management |
2.32% | Add 29.19% | 739,709 |
| Harry Burn Sound Shore |
2.3% | Buy | 1,165,831 |
Dodge & Cox |
2.29% | Add 49.70% | 41,232,500 |
| Robert Olstein Olstein Capital Management |
1.63% | Add 20.16% | 155,000 |
| Christopher Davis Davis Advisors |
0.12% | Add 111.17% | 364,782 |
#9 (1/9)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Nelson Peltz Trian Fund Management |
6.91% | Buy | 5,360,579 |
| Seth Klarman Baupost Group |
2.73% | Buy | 1,820,000 |
| Christopher Davis Davis Advisors |
1.55% | Buy | 5,163,955 |
| Thomas Gayner Markel Group |
0.04% | Buy | 73,437 |
Jensen Investment Management |
0% | Buy | 6,635 |
#9 (2/9)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Triple Frond Partners |
22.01% | Add 35.93% | 627,525 |
| Wallace Weitz Weitz Large Cap Equity Fund |
3.99% | Add 6.82% | 117,500 |
| Ruane Cunniff Sequoia Fund |
1.49% | Buy | 169,617 |
Viking Global Investors |
0.5% | Buy | 438,601 |
First Eagle Investment Management |
0.24% | Add 172425.25% | 348,501 |
#9 (3/9)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Christopher Davis Davis Advisors |
4.89% | Add 16.14% | 2,311,362 |
| Seth Klarman Baupost Group |
4.44% | Buy | 420,000 |
| Richard Pzena Hancock Classic Value |
3.4% | Add 81.86% | 104,895 |
| Lee Ainslie Maverick Capital |
1.36% | Add 41.03% | 191,570 |
Dodge & Cox |
1.01% | Buy | 2,880,956 |
#9 (4/9)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Viking Global Investors |
4.86% | Add 304.70% | 2,276,627 |
| David Tepper Appaloosa Management |
3.24% | Add 2.86% | 360,000 |
Hillman Value Fund |
2.76% | Buy | 14,000 |
| Wallace Weitz Weitz Large Cap Equity Fund |
2.52% | Add 33.33% | 40,000 |
Torray Funds |
1.11% | Add 0.46% | 13,371 |
#9 (5/9)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| ValueAct Capital |
17.12% | Add 13.20% | 6,133,631 |
Kahn Brothers Group |
3.69% | Add 135.17% | 220,903 |
| Christopher Bloomstran Semper Augustus |
2.43% | Add 4.18% | 136,693 |
| Harry Burn Sound Shore |
2.06% | Buy | 623,252 |
| Francois Rochon Giverny Capital |
0.98% | Add 0.21% | 233,262 |
#9 (6/9)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| ValueAct Capital |
28.3% | Add 12.28% | 3,914,309 |
| Bill Nygren Oakmark Select Fund |
4.92% | Add 52.11% | 1,108,000 |
First Eagle Investment Management |
1.53% | Add 35.84% | 2,624,665 |
| Robert Vinall RV Capital GmbH |
0.43% | Buy | 7,000 |
Viking Global Investors |
0.4% | Buy | 405,135 |
#9 (7/9)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Christopher Bloomstran Semper Augustus |
3.2% | Add 97.93% | 229,823 |
| Francois Rochon Giverny Capital |
2.35% | Add 92.61% | 715,626 |
| Lee Ainslie Maverick Capital |
2.1% | Add 142.75% | 1,425,353 |
| David Katz Matrix Asset Advisors |
1.78% | Add 39.69% | 191,483 |
| Thomas Gayner Markel Group |
0.44% | Add 4.99% | 568,318 |
#9 (8/9)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Francois Rochon Giverny Capital |
6.34% | Add 0.64% | 297,713 |
| Lee Ainslie Maverick Capital |
2.82% | Add 93.34% | 295,212 |
| Thomas Gayner Markel Group |
1.34% | Add 1.23% | 270,981 |
| Prem Watsa Fairfax Financial Holdings |
0.55% | Buy | 12,800 |
Polen Capital Management |
0% | Buy | 808 |
#9 (9/9)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Francois Rochon Giverny Capital |
4.94% | Add 0.79% | 1,594,948 |
| Wallace Weitz Weitz Large Cap Equity Fund |
3% | Add 35.85% | 360,000 |
| John Rogers Ariel Appreciation Fund |
2.98% | Add 6.92% | 386,415 |
| Thomas Gayner Markel Group |
0.1% | Add 10.53% | 136,500 |
| Lee Ainslie Maverick Capital |
0.06% | Add 8.47% | 43,607 |