The latest updates to the top 5 holdings of superinvestors:
| Manager | Company | Top holdings | Value | Quarter |
|---|---|---|---|---|
| Kenneth Fisher | Fisher Asset Management, LLC | MSFT, AAPL, NVDA, AMZN, GOOGL | $214B | Q1 2024 |
| John Armitage | Egerton Capital (UK) LLP | AMZN, CP, GEHC, CNI, V | $10.3B | Q1 2024 |
| Chuck Akre | AKRE CAPITAL MANAGEMENT LLC | MA, MCO, KKR, AMT, ORLY | $12.1B | Q1 2024 |
| Francesco De Rubertis, Kevin Stuart Johnson, Michele Ollier | Medicxi Ventures Management (Jersey) Ltd | CNTA, PHAT, NAMS, AURA | $335M | Q2 2024 |
| Terry Smith | Fundsmith LLP | MSFT, META, SYK, V, IDXX | $25.6B | Q1 2024 |
| Oleg Nodelman | EcoR1 Capital, LLC | APLS, PRTA, ARVN, SRPT, CRNX | $3.93B | Q1 2024 |
| Dennis Hong | ShawSpring Partners LLC | IAC, HLT, FOUR, SE, MNDY | $779M | Q1 2024 |
| Seth Klarman | BAUPOST GROUP LLC/MA | LBTYK, GOOG, WTW, FIS, VSAT | $3.65B | Q1 2024 |
| Name | Stocks | Worth | Location | Report Date |
|---|---|---|---|---|
| Brian T. Moynihan | BAC | $140M | Boston, Massachusetts | 7/15/2024 |
| Robert J. Francescon | CCS | $125M | Greenwood Village, Colorado | 3/17/2024 |
| Brian Halligan | HUBS | $245M | Cambridge, Massachusetts | 7/16/2024 |
| Robert James Gamgort | KDP | $124M | Frisco, Texas | 3/12/2024 |
| Gregory E. Johnson | BEN | $159M | San Mateo, California | 1/11/2024 |
| Sven-Olof Lindblad | LIND | $125M | New York, New York | 7/21/2024 |
| Gregory Garrabrants | AX | $111M | Las Vegas, Nevada | 6/30/2024 |
| Eric J. Edell | ZI | $449M | Boca Raton, Florida | 9/13/2021 |
| Name | Symbol | Location | Industry |
|---|---|---|---|
| Atmos Energy Corp | ATO | Dallas, Texas | Natural Gas Distribution |
| Centene Corp | CNC | St Louis, Missouri | Hospital & Medical Service Plans |
| Applied Materials Inc /De | AMAT | Santa Clara, California | Semiconductors & Related Devices |
| Southwest Airlines Co | LUV | Dallas, Texas | Air Transportation, Scheduled |
| Alphabet Inc. | GOOGL, GOOG | Mountain View, California | Services-Computer Programming, Data Processing, Etc. |
| Federal National Mortgage Association Fannie Mae | FNMA, FNMAS | Washington, District Of Columbia | Federal & Federally-Sponsored Credit Agencies |
| Diamondback Energy, Inc. | FANG | Midland, Texas | Crude Petroleum & Natural Gas |
| Synchrony Financial | SYF, SYF-PA | Stamford, Connecticut | Finance Services |
Stock buys and sells among corporate insiders made between Apr 27, 2024 and Jul 27, 2024
Number of insiders: 6655, Insider trading total volume: $52.6B
| Sym | Company | Buy Value $ | Sell Value $ | Net Value $ | Ins. Buying | Ins. Selling | Net | AVG Buy Price $ | AVG Sell Price $ | Latest Buy | Latest Sell |
|---|
Consensus stock buys and sells among all SEC investors for period between Apr 1, 2024 and Jun 30, 2024
Number of managers: 2097, Holdings value: $3.44T, Buys value: $347B, Sells value: $235B
| Symbol | Company | Class | Buys % | Sells % | Net % | Buys | Sells | Net | Price | Value Diff $ |
|---|