- Third Point (Dan Loeb) : New positions in: RKT (4.75 mln shares), FLS (1.2 mln), COOP (0.93 mln), SABR (0.75 mln), DOCU (0.63 mln), DHR (0.5 mln), WDAY (0.3 mln), GTLS (0.22 mln), FIX (0.19 mln)
- Starboard Value (Jeffrey Smith) : New positions in: TRIP (8.5 mln shares), IWM (0.34 mln)
- Lone Pine : New: EQT (7.52 mln shares), BN (5.62 mln), WIX (2.16 mln), UNH (1.69 mln), BKNG (0.06 mln)
- Berkshire Hathaway (Warren Buffett) : New: LEN (7.05 mln shares), NUE (6.61 mln), UNH (5.04 mln), DHI (1.49 mln), LAMR (1.17 mln), ALLE (0.78 mln)
- Corvex Management (Keith Meister) : New: QSR (873K), ORCL (100K)
- Eminence Capital (Ricky Sandler) : New positions in: PTON (16.24 mln shares), CPNG (6.84 mln), WBD (6.21 mln), JHX (3.1 mln), JEF (1.46 mln), SXT (1.01 mln), UNH (575K), FRPT (339K), FND (154K), MTN (91K), META (55K)
- Appaloosa (David Tepper) : New: INTC (8 mln shares), GT (0.86 mln), RTX (0.59 mln), DAL (0.55 mln), UAL (0.55 mln), IQV (0.3 mln), WHR (0.27 mln), MHK (0.07 mln)
- Scopia Capital : New: LIVN (814K), MNKD (695K), AL (208K), BATRK (187K), ENTG (162K), TSM (122K), LESL (98K), BIO (95K), MBLY (80K), UNH (78K)
- SRS Investment : New: NVDA (2.7 mln shares), CLS (867K), WWW (208K), MSFT (76K), ALGN (75K), CAI (50K), LAD (9K)
- Peconic Partners (William Harnisch) : New positions: XLU (1 mln shares), RRC (800K), EQT (480K), FSLR (300K), GOOGL (180K), NXT (10K)
- Tiger Global : New positions in: CHYM (12.47 mln shares), BULL (11.72 mln), HNGE (552K), CRCL (125K), ETOR (80K), TFIN (44K), MNTN (20K)
- Engaged Capital (Glenn Welling) : New positions in: FRPT (0.62 mln shares)
- Soros Capital : New positions: EWY (229K), SMH (113K), MU (86K), WDC (81K), STX (37K), TRU (19K), AEO (18K), RRX (6K), HD (4K)
- Discovery Capital Management (Rob Citrone) : New positions: QXO (2.4 mln shares), YPF (866K), NU (606K), JBS (418K), CLS (366K), AR (288K), RRC (274K), COF (242K), PRMB (225K), EQT (214K), CORZ (198K), VNM (175K), JPM (167K), CTRN (153K), VVV (109K), EXE (106K), VIK (100K), VOYG (100K)
- ValueAct (Jeffrey Ubben and Bradley Singer): New: RDFN (5.81 mln shares), CCCS (2.88 mln), SSD (1.41 mln), COOP (0.9 mln), MDB (0.69 mln), CBRE (0.59 mln)
- Gates Foundation Trust :
- Scion Asset Management (Michael Burry) : New: BRKR (250K), LULU (50K - also has calls), UNH (20K - also has calls), REGN (15K - also has calls), MELI (3K)
- Pershing Square (Bill Ackman) : New: AMZN (5.82 mln shares)
- Soros Fund (George Soros) : New: ETWO (4.9 mln shares), AVDX (2.08 mln), ARMK (1.55 mln), SRAD (1.02 mln), BRO (1 mln), AACT (900K), SHLS (610K), SNDK (527K), IEF (500K), IDA (406K), CTRI (400K), AMRZ (390K), TPG (336K), JBTM (330K), SMA (328K), GLXY (311K), CRCL (305K), ECVT (287K), BPMC (250K), GOGL (250K), SKX (250K), SLDE (250K), GGAL (228K), LWACU (200K), JCI (164K), ETOR (160K), TSM (125K), CWAN (125K), MRX (124K), AHL (120K)
- Stadium Capital : New: DKS (35K)
- Impactive Capital : New: WMS (1.66 mln shares)
- Himalaya Capital (Li Lu) : New: PDD (4.61 mln shares)
- Hound Partners (Jonathan Auerbach) : New: SE (500K), ONON (250K), GIII (126K), AAPL (123K), GS (80K), ICLR (75K), FI (33K), OS (30K), TTAN (20K), UNH (13K)
- Glenview Capital (Larry Robbins and Mark Horowitz) : New: SGRY (1.53 mln shares), EYE (813K), DKS (291K), COO (281K), MKSI (232K), ON (174K), IQV (100K), TMO (100K), RH (66K), DHR (50K)
- Elliott Management (Paul Singer) : New: HPE (18.63 mln shares), HYG (3.8 mln)
- Paulson & Co (John Paulson) : New: JNPR (250K shares), GOOG (9K)
- Trian Fund (Nelson Peltz) : /
- Viking Global (Andreas Halvorsen) : New: DIS (5.85 mln shares), XYZ (5.42 mln), RAL (5.3 mln - FTV spin out), CART (3.75 mln), CSGP (3.22 mln), TTD (2.67 mln), UBS (2.58 mln), PNC (2.38 mln), APD (2.15 mln), AMD (1.9 mln), AIG (1.8 mln), JCI (1.5 mln), SAIA (828K), MASI (767K), CME (597K), LLY (417K), ESTA (343K), MOH (267K), HQY (220K), BLK (195K)