The Q3 2024 13F season
← Every quarter99 of the 101 managers we track have filed a Q3 2024 13F. Between them they opened 653 new positions and sold out of 704, across 2,475 names.
A 13F is due within 45 days of the quarter's end — 2024-11-14 for Q3 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. 9 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. 182 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 | UNH UNITEDHEALTH GROUP INC | $2.2B |
| Orbis Allan Gray Ltd | QXO QXO INC | $1.7B |
| POLEN CAPITAL MANAGEMENT LLC | AAPL APPLE INC | $1.6B |
| GQG Partners LLC | T AT&T INC | $1.6B |
| POLEN CAPITAL MANAGEMENT LLC | ORCL ORACLE CORP | $1.5B |
| GQG Partners LLC | CI THE CIGNA GROUP | $1.1B |
| GQG Partners LLC | VZ VERIZON COMMUNICATIONS INC | $1.1B |
| VIKING GLOBAL INVESTORS LP | V VISA INC | $964M |
| GQG Partners LLC | CB CHUBB LIMITED | $938M |
| TIGER GLOBAL MANAGEMENT LLC | FLUT FLUTTER ENTMT PLC | $801M |
Free: the top 10 of 653 · 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 |
|---|---|---|---|
| GQG Partners LLC | QCOM QUALCOMM INC | $1.6B | 2024-Q2 |
| Berkshire Hathaway Inc | — LIBERTY MEDIA CORP DEL | $1.6B | 2024-Q2 |
| GQG Partners LLC | PDD PDD HOLDINGS INC | $1.4B | 2024-Q2 |
| GQG Partners LLC | SNPS SYNOPSYS INC | $1.3B | 2024-Q2 |
| Elliott Investment Management L.P. | MPC MARATHON PETE CORP | $1.3B | 2024-Q2 |
| Berkshire Hathaway Inc | — LIBERTY MEDIA CORP DEL | $779M | 2024-Q2 |
| VIKING GLOBAL INVESTORS LP | DLTR DOLLAR TREE INC | $727M | 2024-Q2 |
| GQG Partners LLC | CNQ CANADIAN NAT RES LTD | $694M | 2024-Q2 |
| HARRIS ASSOCIATES L P | BLK BLACKROCK INC | $572M | 2024-Q2 |
| VIKING GLOBAL INVESTORS LP | HDB HDFC BANK LTD | $563M | 2024-Q2 |
Free: the top 10 of 704 · 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 1,378 · 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 2,475 · Pro: every name the roster reported.