The Q4 2024 13F season
← Every quarter100 of the 101 managers we track have filed a Q4 2024 13F. Between them they opened 689 new positions and sold out of 671, across 2,438 names.
A 13F is due within 45 days of the quarter's end — 2025-02-14 for Q4 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. 1 filed with us for the first time this quarter and are counted in the holdings below but in neither change board. 20 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. 179 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 |
|---|---|---|
| Berkshire Hathaway Inc | STZ CONSTELLATION BRANDS INC | $1.2B |
| COATUE MANAGEMENT LLC | RDDT REDDIT INC | $1.1B |
| VIKING GLOBAL INVESTORS LP | UNH UNITEDHEALTH GROUP INC | $961M |
| VIKING GLOBAL INVESTORS LP | TSM TAIWAN SEMICONDUCTOR MFG LTD | $808M |
| GQG Partners LLC | MRVL MARVELL TECHNOLOGY INC | $802M |
| GQG Partners LLC | SPOT SPOTIFY TECHNOLOGY S A | $801M |
| GQG Partners LLC | SNOW SNOWFLAKE INC | $751M |
| HARRIS ASSOCIATES L P | ABNB AIRBNB INC | $703M |
| HARRIS ASSOCIATES L P | ELV ELEVANCE HEALTH INC FORMERLY | $672M |
| GQG Partners LLC | GOOGL ALPHABET INC | $629M |
Free: the top 10 of 689 · 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 |
|---|---|---|---|
| VIKING GLOBAL INVESTORS LP | AAPL APPLE INC | $1.1B | 2024-Q3 |
| VIKING GLOBAL INVESTORS LP | WDAY WORKDAY INC | $799M | 2024-Q3 |
| SANDS CAPITAL MANAGEMENT, LLC | LRCX LAM RESEARCH | $673M | 2024-Q3 |
| WCM INVESTMENT MANAGEMENT, LLC | FND FLOOR & DECOR HLDGS INC | $537M | 2024-Q3 |
| GQG Partners LLC | TCOM TRIP COM GROUP LTD | $511M | 2024-Q3 |
| LONE PINE CAPITAL LLC | UNH UNITEDHEALTH GROUP INC | $481M | 2024-Q3 |
| GQG Partners LLC | ICE INTERCONTINENTAL EXCHANGE IN | $450M | 2024-Q3 |
| WCM INVESTMENT MANAGEMENT, LLC | EPAM EPAM SYS INC | $447M | 2024-Q3 |
| WCM INVESTMENT MANAGEMENT, LLC | TMO THERMO FISHER SCIENTIFIC INC | $439M | 2024-Q3 |
| VIKING GLOBAL INVESTORS LP | LVS LAS VEGAS SANDS CORP | $436M | 2024-Q3 |
Free: the top 10 of 671 · 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 1,396 · 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 2,438 · Pro: every name the roster reported.