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[Based on Q2 2024 13F Filings] Every 3 months, I like to check up on what the BIG Superinvestors – Warren Buffett, Bill Ackman, Francois Rochon, etc. – are investing in, as well as a select group of lesser known funds / investors that you’ll find featured below.
How do I track these buys and sells? Quarterly 13F filings…
👉 https://www.dataroma.com
Have a look. Are there any surprises that jump out at you?
📈 Highlights for me:
Buffett sells 50% of his Apple stake, trims 21% of Capital One, adds 262% to Sirius XM, and initiates new positions in Ulta Beauty, and HEICO
Ackman initiates new positions in Nike, and Brookfield, trimming his stakes in Chipotle by 23%, and Alphabet by 20%
Rochon doubles down on his Starbucks stake at a low point (and before the new CEO announcement)
Loeb adds 320% to Uber Technologies, 72% to Taiwan Semiconductor, and initiates a new position in Apple, rendering the company his fund’s 7th largest holding
Icahn initiates a new position in Caesars Entertainment
Tepper increases his Lyft position by 1,600%
Burry adds 88% to Baidu, and 24% to Alibaba, upping his overall bet on China
(Terry) Smith adds 39% to Texas Instruments
Chou increases his Stellantis stake by 1,400%, and makes many new additions to the fund
Watsa adds 51% to his Taiwan Semiconductor stake, and sheds the majority of his position in Micron Technology
Klarman reduces his Alphabet stake by 64%
Miller initiates a new position in Build-A-Bear Workshop
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Akre initiates a new position in Airbnb
Russo initiates a new position in DoorDash
Dorsey sheds 45% of his stake in Alphabet, and initiates a new position in Sprout Social
Li Lu, following in the foot steps of Buffett (albeit, late), initiates a new position in Occidental Petroleum
Einhorn initiates new positions in Peloton Interactive, Capri Holdings, and IAC, while doubling his stake in HP
Coleman (Tiger Global) initiates new positions in United Health, Qualcomm, Applied Materials, Zkh Group, and Rubrik, while increasing his stake in Grab Holdings by 39%
Gayner initiates a new and notable position in Franco Nevada
Druckenmiller adds to his #1 holding (Coherent Corp), and trims his stakes in the iShares Russell 2000 (Call), Microsoft, General Electric, and Nvidia
Greenblatt increases his stake in Nvidia (3rd largest position)
Dalio increases his stakes in Amazon, and Microsoft, while trimming his position in Apple
Pabrai increases his stake in Arch Resources by 180%
(Cathie) Wood increases her stakes in Tesla, Roku, Roblox, Palantir Technologies, Shopify, Intellia Therapeutics, PagerDuty, and Recursion Pharma
(Steve) Cohen initiates a new position in Apple, increases his bet on Dell Technologies by 1,666%, and trims Broadcom by 67%
(Howard) Marks initiates new positions in Liberty Global, Trip.com Group, Gerdau, and Altice USA, while nearly tripling his position in small-cap stock Vacasa
Sequoia reduces their stake in SAP by 32%
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🔎 As for the lesser known funds:
AltaRock Partners initiates a new position in Fair Isaac, increases their stake in Moody’s by 36%, and sheds Charter Communications by 99%
AKO Capital initiates new positions in Amazon, and Canadian National Railway, adds 143% to Accenture, and sheds 48% of their Estee Lauder position
RV Capital initiates new positions in Deere & Co., and Salesforce
Polen Capital significantly ups its stake in Shopify by 1672%, rendering it a top 20 holding, and also initiates a new position in Pinduoduo PDD Holdings (Temu parent company)
Greenlea Lane Capital initiates a new position in Tesla, and increases its bet on Trupanion by 159%
Shawspring Partners significantly reduces its stakes in Sea, and Coupang by 55%, and 35% respectively, while initiating new positions in nCino, and Procore Technologies, as well as increasing its bet on Blend Labs by 59%
Wedgewood Partners increases its take in Edwards Lifesciences by 44%
Abrams Capital Management initiates a new position in Loar Holdings – effectively rendering the company its largest in the fund (40%) – and sells 73% of its stake in U-Haul Holding
TCI Fund Management adds 398% to its existing stake in Alphabet (going against the general selling trend seen by others), and initiates a new position in Ferrovial
FPA Crescent Fund initiates a new position in Vail Resorts, and sheds 42% of its stake in Broadcom
Makaira Partners initiates a new position in recent IPO Savers Value Village, and increases its bet on Cactus by 5x
* Please note that these 13F filings are as of June 30, 2024 and therefore might not accurately reflect today’s positions of these investors/funds
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⭐ How to invest like a Superinvestor..
While DIY investors (like myself) don’t have access to expensive Bloomberg terminals, in-the-know brokers, or top-notch analysts, there are completely free resources available online that I use on a frequent basis (and you can too):
Idea Generation
StockCharts Predefined Scans (New 52-week Highs)
Baystreet New Listings:
Social/Forums
Second Opinions
Stock Lookup & Tracking
Insider Information
Superinvestor & Hedge Fund Watch
News
Financials & Press Releases
Stock Screeners
Financial Performance
Regards,
Robin (r.speziale@gmail.com)
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If you enjoy what you just read…
Author’s Ownership Disclosure: Apple (yes), Alphabet (yes), Uber (yes), Microsoft (yes), Nvidia (yes), Amazon (yes), Tesla (yes), Shopify (yes)
Robin R. Speziale 