▲ Bought
AMAZON COM INC
512
Held by 11 tracked investor(s). Conviction score: 511.59. Berkshire Hathaway (Buffett): decreased -77% (0.2% of their portfolio) | Baupost Group (Klarman): NEW position (9.3% of their portfolio) | Per…
MOLINA HEALTHCARE INC
299
Held by 4 tracked investor(s). Conviction score: 299.43. Baupost Group (Klarman): NEW position (2.0% of their portfolio) | Scion Asset Mgmt (Burry): NEW position (35.1% of their portfolio) | D.E. Shaw…
MICROSOFT CORP
280
Held by 8 tracked investor(s). Conviction score: 279.87. Viking Global Investors: NEW position (4.1% of their portfolio) | Tiger Global Management: decreased -16% (8.9% of their portfolio) | Coatue Ma…
ALPHABET INC
277
Held by 8 tracked investor(s). Conviction score: 276.75. Berkshire Hathaway (Buffett): unchanged (2.0% of their portfolio) | Pershing Square (Ackman): decreased -86% (1.4% of their portfolio) | Viking…
NETFLIX INC
241
Held by 4 tracked investor(s). Conviction score: 241.27. Tiger Global Management: increased +1108% (0.8% of their portfolio) | Coatue Management: increased +1655% (2.5% of their portfolio) | D.E. Shaw…
UNITEDHEALTH GROUP INC
233
Held by 6 tracked investor(s). Conviction score: 232.83. Berkshire Hathaway (Buffett): unchanged (0.6% of their portfolio) | Viking Global Investors: NEW position (1.1% of their portfolio) | Tiger Glo…
UBER TECHNOLOGIES INC
230
Held by 5 tracked investor(s). Conviction score: 230.33. Pershing Square (Ackman): unchanged (15.9% of their portfolio) | Tiger Global Management: unchanged (0.0% of their portfolio) | Appaloosa Manag…
AMERICAN EXPRESS CO
215
Held by 4 tracked investor(s). Conviction score: 214.57. Berkshire Hathaway (Buffett): unchanged (20.5% of their portfolio) | Elliott Investment Mgmt: unchanged (0.1% of their portfolio) | D.E. Shaw &…
SPOTIFY TECHNOLOGY S A
200
Held by 5 tracked investor(s). Conviction score: 200.33. Tiger Global Management: unchanged (2.5% of their portfolio) | Coatue Management: increased +36% (3.6% of their portfolio) | Third Point (Loeb)…
RESTAURANT BRANDS INTL INC
196
Held by 4 tracked investor(s). Conviction score: 195.58. Baupost Group (Klarman): decreased -2% (10.4% of their portfolio) | Pershing Square (Ackman): unchanged (10.1% of their portfolio) | D.E. Shaw …