The Q2 2024 13F season
← Every quarter99 of the 101 managers we track have filed a Q2 2024 13F. Between them they opened 675 new positions and sold out of 796, across 2,481 names.
A 13F is due within 45 days of the quarter's end — 2024-08-14 for Q2 2024. Books still arrive for weeks after it; the numbers above cover the managers who have filed.
Each manager is compared against their OWN previous filed book, never the calendar's previous quarter — a manager who skipped a quarter would otherwise report every line they hold as new. 2 lines were filed with no value; they are counted and cannot be ranked on a dollar board. 3 positions were reported under a different identifier than in the manager's previous book (an ADR line becoming an ordinary one, a CUSIP re-issue); they are counted as held, and as neither a new position nor an exit. 210 lines this quarter carry no ticker in the register; they are counted, and they cannot appear on the two name boards.
The biggest new positions
A name a manager reported holding this quarter and did not report in their own previous book. The value is the one the manager filed.
| Manager | Company | Reported value |
|---|---|---|
| GQG Partners LLC | AAPL APPLE INC | $2.4B |
| Sanders Capital, LLC | AMZN AMAZON COM INC | $2.1B |
| ABRAMS CAPITAL MANAGEMENT, L.P. | LOAR LOAR HOLDINGS INC | $2.1B |
| GQG Partners LLC | ENB ENBRIDGE INC | $1.8B |
| GQG Partners LLC | GOOG ALPHABET INC | $1.8B |
| GQG Partners LLC | KO COCA COLA CO | $1.7B |
| GQG Partners LLC | QCOM QUALCOMM INC | $1.6B |
| Dodge & Cox | HUM HUMANA INC | $1.6B |
| GQG Partners LLC | PDD PDD HOLDINGS INC | $1.4B |
| TIGER GLOBAL MANAGEMENT LLC | UNH UNITEDHEALTH GROUP INC | $1.2B |
Free: the top 10 of 675 · Pro: every new position in the quarter.
The biggest exits
A name in a manager's previous book that is absent from this one. The value is what the manager reported for it LAST quarter — the only value that line ever had.
| Manager | Company | Value when last reported | Their prior book |
|---|---|---|---|
| Pentwater Capital Management LP | — PIONEER NAT RES CO | $1.9B | 2024-Q1 |
| VIKING GLOBAL INVESTORS LP | V VISA INC | $1.8B | 2024-Q1 |
| GQG Partners LLC | SHOP SHOPIFY INC | $1.6B | 2024-Q1 |
| GQG Partners LLC | AMD ADVANCED MICRO DEVICES INC | $1.5B | 2024-Q1 |
| GQG Partners LLC | ARM ARM HOLDINGS PLC | $1.3B | 2024-Q1 |
| GQG Partners LLC | — SUPER MICRO COMPUTER INC | $1.3B | 2024-Q1 |
| Berkshire Hathaway Inc | SNOW SNOWFLAKE INC | $990M | 2024-Q1 |
| GQG Partners LLC | CRM SALESFORCE INC | $910M | 2024-Q1 |
| GQG Partners LLC | NOW SERVICENOW INC | $887M | 2024-Q1 |
| TCI FUND MANAGEMENT LTD | TMO THERMO FISHER SCIENTIFIC INC | $882M | 2024-Q1 |
Free: the top 10 of 796 · Pro: every exit in the quarter.
The names most managers added
Opened, or increased by more than 2% of the shares they already held — the same threshold every filer page applies.
Free: the top 10 of 1,374 · Pro: every name added this quarter.
What most of them hold
How many of the tracked managers reported the name at all this quarter — overlap, not conviction.
Free: the top 10 of 2,481 · Pro: every name the roster reported.