3rd Quarter of 2024 (Start of July ~ End of September)
- Source: Dataroma
- Based out of 79 superinvestors
- May include more than 10 stocks if the investor’s total is the same
#1
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Superinvestors
- Total 11 (Counting as 1 if an investor invests in both “Class A” and “Class C”)
GOOGL (Class A)
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Bill Nygren Oakmark Select Fund |
7.84% | Add 3.69% | 2,958,320 |
| Terry Smith Fundsmith |
4.5% | Add 0.04% | 6,852,087 |
| Francois Rochon Giverny Capital |
2.19% | Add 11.81% | 346,704 |
Viking Global Investors |
0.77% | Buy | 1,277,458 |
| David Katz Matrix Asset Advisors |
0.06% | Add 14.90% | 3,062 |
| Thomas Russo Gardner Russo & Quinn |
0.03% | Add 0.39% | 20,436 |
GOOG (Class C)
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
Triple Frond Partners |
18.1% | Add 16.51% | 836,850 |
| Seth Klarman Baupost Group |
6.99% | Add 37.02% | 1,465,588 |
| John Armitage Egerton Capital |
5.51% | Add 0.71% | 3,264,022 |
| David Katz Matrix Asset Advisors |
3.05% | Add 0.49% | 163,875 |
| Robert Olstein Olstein Capital Management |
1.05% | Add 23.33% | 37,000 |
Lindsell Train |
0.07% | Add 5.34% | 17,750 |
#2
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Superinvestors
- Total 10
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
Triple Frond Partners |
14.04% | Add 10.27% | 252,144 |
| Chris Hohn TCI Fund Management |
11.72% | Add 13.85% | 11,990,590 |
| John Armitage Egerton Capital |
7.47% | Add 15.48% | 1,720,051 |
AKO Capital |
7.1% | Add 4.47% | 1,265,260 |
| Lee Ainslie Maverick Capital |
5.14% | Add 2.08% | 612,455 |
Torray Funds |
2.32% | Add 1.05% | 38,516 |
| Thomas Gayner Markel Group |
1.99% | Add 1.48% | 514,980 |
| Robert Olstein Olstein Capital Management |
0.7% | Add 35.71% | 9,500 |
| Christopher Davis Davis Advisors |
0.62% | Add 0.01% | 258,140 |
Kahn Brothers Group |
0.14% | Add 0.66% | 1,839 |
#3
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Superinvestors
- Total: 9
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Triple Frond Partners |
14.34% | Add 83.73% | 402,969 |
AKO Capital |
6.42% | Add 34.65% | 1,790,775 |
| Francois Rochon Giverny Capital |
4.09% | Add 1.24% | 391,760 |
Viking Global Investors |
3.51% | Buy | 3,505,747 |
ValueAct Capital |
2.35% | Buy | 373,600 |
Mairs & Power Growth Fund |
2.02% | Add 19.71% | 419,000 |
Torray Funds |
0.87% | Add 3.37% | 22,586 |
Lindsell Train |
0.07% | Add 45.45% | 11,200 |
Yacktman Asset Management |
0% | Buy | 732 |
#4 (1/2)
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Superinvestors
- Total: 8
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| ValueAct Capital |
16.42% | Add 21.70% | 7,464,831 |
Lindsell Train |
11.83% | Add 11.47% | 5,451,412 |
Kahn Brothers Group |
6.72% | Add 83.54% | 405,445 |
| Harry Burn Sound Shore |
2.98% | Add 52.63% | 951,291 |
Hillman Value Fund |
2.83% | Add 25.00% | 65,000 |
| Robert Olstein Olstein Capital Management |
2.57% | Add 31.93% | 157,000 |
| Christopher Bloomstran Semper Augustus |
2.27% | Add 2.00% | 139,424 |
| Francois Rochon Giverny Capital |
0.9% | Add 5.27% | 245,548 |
#4 (2/2)
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Superinvestors
- Total: 8
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
AltaRock Partners |
19.83% | Add 30.82% | 5,402,320 |
Triple Frond Partners |
14.39% | Add 10.13% | 596,771 |
| Stephen Mandel Lone Pine Capital |
7.62% | Add 23.24% | 5,482,267 |
| Lee Ainslie Maverick Capital |
5.55% | Add 6.26% | 1,526,819 |
| Chase Coleman Tiger Global Management |
5.1% | Add 1.49% | 6,415,488 |
AKO Capital |
3.61% | Add 58.83% | 1,488,281 |
Torray Funds |
2.15% | Add 1.04% | 82,486 |
| Christopher Bloomstran Semper Augustus |
0.04% | Buy | 1,272 |
#6 (1/3)
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Superinvestors
- Total: 7
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Tom Bancroft Makaira Partners |
6.08% | Buy | 199,320 |
| John Armitage Egerton Capital |
4.35% | Add 74.36% | 1,815,550 |
| William Von Mueffling Cantillon Capital Management |
3.48% | Add 3827.76% | 2,397,384 |
| Chase Coleman Tiger Global Management |
3.42% | Buy | 3,377,392 |
Viking Global Investors |
2.2% | Buy | 2,545,376 |
| Daniel Loeb Third Point |
1.64% | Buy | 510,000 |
| Lee Ainslie Maverick Capital |
1.01% | Add 716.05% | 218,733 |
#6 (2/3)
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Superinvestors
- Total: 7
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Alex Roepers Atlantic Investment Management |
15.91% | Add 15.82% | 194,000 |
| Seth Klarman Baupost Group |
6.03% | Add 56.66% | 1,258,000 |
| Robert Olstein Olstein Capital Management |
1.59% | Add 16.26% | 55,807 |
Third Avenue Management |
0.4% | Add 211.21% | 14,739 |
| Christopher Davis Davis Advisors |
0.24% | Add 32.21% | 256,020 |
| Lee Ainslie Maverick Capital |
0.04% | Add 28.30% | 12,921 |
First Eagle Investment Management |
0.01% | Add 53.84% | 28,858 |
#6 (3/3)
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Superinvestors
- Total: 7
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Christopher Bloomstran Semper Augustus |
3.85% | Add 1.61% | 233,517 |
| Lee Ainslie Maverick Capital |
3.64% | Add 34.31% | 1,914,332 |
| Stephen Mandel Lone Pine Capital |
2.95% | Buy | 4,050,850 |
| Francois Rochon Giverny Capital |
2.66% | Add 0.33% | 718,004 |
| David Katz Matrix Asset Advisors |
2.28% | Add 9.65% | 209,955 |
Viking Global Investors |
0.59% | Buy | 1,665,162 |
| Thomas Gayner Markel Group |
0.53% | Add 5.63% | 600,318 |
#9 (1/2)
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
Viking Global Investors |
4.13% | Add 5.85% | 4,859,142 |
Polen Capital Management |
4.05% | Buy | 6,736,143 |
Mairs & Power Growth Fund |
3.98% | Add 2.85% | 973,800 |
| David Katz Matrix Asset Advisors |
3.64% | Add 1.57% | 140,607 |
Torray Funds |
2.01% | Add 0.00% | 61,568 |
| John Armitage Egerton Capital |
0.47% | Buy | 201,738 |
#9 (2/2)
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Richard Pzena Hancock Classic Value |
3.92% | Add 4.19% | 754,107 |
| Samantha McLemore Patient Capital Management |
2.37% | Add 3.97% | 769,096 |
Dodge & Cox |
2.36% | Add 2.29% | 42,178,700 |
| Robert Olstein Olstein Capital Management |
1.77% | Add 6.45% | 165,000 |
| Daniel Loeb Third Point |
1.34% | Buy | 1,575,000 |
| Christopher Davis Davis Advisors |
0.13% | Add 0.75% | 367,512 |