>>> Tiger Global discloses updated portfolio positions in 13F filing: New DV BHG

Tiger Global discloses updated portfolio positions in 13F filing: New DV BHG PATH DIDI positions, Increased DASH PTON

Highlights from 2021 Q2 filing as compared to Q1 2021:
  • New positions in: DV (~13.84 mln shares), BHG (~11.85 mln), PATH (~10.42 mln), PCOR (~9.53 mln), KPLT (~5 mln), TKAYY (~3.2 mln), COIN (~2.63 mln), DIDI (~2 mln), S (~1.51 mln), BZ (~1.05 mln)
  • Increased positions in: YSG (to ~28.21 mln shares from ~5.71 mln shares), DASH (to ~10.91 mln from ~5.81 mln), YQ (to ~4.68 mln from ~0.48 mln), DOCU (to ~7.28 mln from ~5.15 mln), XM (to ~3.62 mln from ~1.65 mln) SNOW (to ~4.19 mln from ~2.23 mln), ZM (to ~4.28 mln from ~2.45 mln) PTON (to ~8.83 mln from ~7.86 mln), SE (to ~10.15 mln from ~9.51 mln), RNG (to ~3.94 mln from ~3.33 mln), SHOP (to ~0.87 mln from ~0.52 mln), CVNA (to ~6.36 mln from ~6.01 mln), DDOG (to ~4.99 mln from ~4.76 mln) GDRX (to ~2.35 mln from ~2.15 mln), FUTU (to ~3.47 mln from ~3.34 mln) SQ (to ~0.87 mln from ~0.77 mln)
  • Maintained positions in: JD (~51.59 mln shares), UBER (~20.75 mln shares, last qtr ~20.82 mln), PDD (~14.05 mln shares), CRWD (~7.54 mln shares), WDAY (~4.13 mln shares), ESTC (~4.02 mln shares), SPOT (~3.16 mln shares, last qtr ~3.18 mln), TEAM (~2.47 mln shares), NOW (~2.21 mln shares, last qtr ~2.16 mln)
  • Closed positions in: ASO (from ~1.75 mln shares)
  • Decreased positions in: RBLX (to ~27.39 mln shares from ~40.43 mln shares), EDU (to ~9.22 mln from ~18.44 mln), DESP (to ~3.2 mln from ~7.72 mln), BABA (to ~4.22 mln from ~4.48 mln), AMZN (to ~0.57 mln from ~0.61 mln), CRM (to ~0.39 mln from ~2.29 mln), GDS (to ~2.57 mln from ~3.68 mln), MSFT (to ~13.13 mln from ~13.72 mln), FB (to ~5.05 mln from ~5.56 mln)

>>> Viking Global (Andreas Halvorsen) discloses updated portfolio positions in 1

Viking Global (Andreas Halvorsen) discloses updated portfolio positions in 13F filing: New IBN FIGS JD positions

Highlights from 2021 Q2 filing as compared to Q1 2021:
  • New positions in: IBN (~21.07 mln shares), FIGS (~14.94 mln), JD (~8.24 mln), BAM (~4.13 mln), TALS (~3.29 mln), AHCO (~3.1 mln), MUDS (~3.05 mln), ZI (~2.38 mln), DAWN (~1.34 mln), NTLA (~0.98 mln)
  • Increased positions in: GE (to ~91.79 mln shares from ~60.65 mln shares), BMY (to ~11.32 mln from ~5.2 mln), COUP (to ~3.6 mln from ~1.79 mln), GH (to ~4.26 mln from ~2.92 mln), RPRX (to ~3.24 mln from ~2.06 mln), IR (to ~6.42 mln from ~5.37 mln), PACB (to ~1.27 mln from ~0.29 mln) THC (to ~2.28 mln from ~1.46 mln), ZLAB (to ~1.54 mln from ~0.74 mln), AON (to ~2.9 mln from ~2.15 mln)
  • Maintained positions in: APG (~33.33 mln shares), ADPT (~29.99 mln shares), BBIO (~26.62 mln shares), CNC (~11.2 mln shares)
  • Closed positions in: ABCL (from ~19.08 mln shares), NUAN (from ~11.09 mln), OTIS (from ~6.83 mln), EQH (from ~5.99 mln), XPEV (from ~4.17 mln), MET (from ~3.99 mln), HIG (from ~2.55 mln), ATHA (from ~2.12 mln), MCO (from ~1.72 mln), HCA (from ~1.5 mln)
  • Decreased positions in: BAC (to ~7.17 mln shares from ~31.31 mln shares), BSX (to ~13.32 mln from ~17.9 mln), MSFT (to ~4.66 mln from ~8.52 mln), AVTR (to ~11.73 mln from ~15.51 mln), TMUS (to ~7.54 mln from ~10.29 mln), V (to ~2.22 mln from ~4.04 mln), UNH (to ~1.8 mln from ~3.08 mln), HZNP (to ~1.17 mln from ~2.12 mln), GOOGL (to ~0.05 mln from ~0.45 mln), DASH (to ~0.46 mln from ~0.61 mln)

>>> Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13

Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New CSOD position, Increased VG CONE EHC holdings

Highlights from 2021 Q2 filing as compared to Q1 2021:
  • New positions in: CSOD (~0.5 mln shares)
  • Increased positions in: VG (to ~9.84 mln shares from ~5.8 mln shares), CONE (to ~1.73 mln from ~0.55 mln), EHC (to ~2.03 mln from ~1.7 mln), SPY (to ~0.33 mln from ~0.24 mln)
  • Decreased positions in: CAG (to ~8.05 mln shares from ~10.86 mln shares), LH (to ~0.58 mln from ~1.14 mln), THS (to ~3.82 mln from ~4.15 mln)

>>> Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13

Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New GM ABNB SMAR MRNA NFLX positions

Highlights from 2021 Q2 filing as compared to Q1 2021:
  • New positions in: GM (~0.57 mln shares), ABNB (~0.56 mln), SMAR (~0.5 mln), FTCH (~0.29 mln), MRNA (~0.22 mln), CF (~0.19 mln), NFLX (~0.17 mln), MOS (~0.16 mln), MAR (~0.14 mln)
  • Increased positions in: KBR (to ~1.33 mln shares from ~0.52 mln shares), CVNA (to ~0.36 mln from ~0.21 mln), FB (to ~0.27 mln from ~0.19 mln), OPCH (to ~0.74 mln from ~0.66 mln), EXPE (to ~0.51 mln from ~0.44 mln) GOOGL (to ~0.09 mln from ~0.03 mln), MA (to ~0.13 mln from ~0.08 mln) V (to ~0.18 mln from ~0.14 mln), AMZN (to ~0.09 mln from ~0.08 mln),
  • Maintained positions in: GE (~4.38 mln shares), SBUX (~2.31 mln shares), PENN (~0.9 mln shares), PANW (~0.41 mln shares), CMI (~0.32 mln shares), INTU (~0.18 mln shares), BKNG (~0.03 mln shares)
  • Closed positions in: GOLD (from ~3.61 mln shares), C (from ~2.12 mln), FHN (from ~1.95 mln), VALE (from ~1.29 mln), AA (from ~1.1 mln), UBER (from ~0.87 mln), NUAN (from ~0.75 mln), CPNG (from ~0.71 mln), FSR (from ~0.71 mln), RUN (from ~0.66 mln)
  • Decreased positions in: PLTR (to ~4.01 mln shares from ~5.98 mln shares), ON (to ~0.71 mln from ~1.84 mln), FLEX (to ~1.71 mln from ~2.8 mln), BLDR (to ~0.57 mln from ~1.32 mln), FCX (to ~5.47 mln from ~6.12 mln), MSFT (to ~1.51 mln from ~2.13 mln), SE (to ~0.14 mln from ~0.58 mln), TMUS (to ~1.29 mln from ~1.59 mln), RETA (to ~0.64 mln from ~0.75 mln), SNOW (to ~0.05 mln from ~0.08 mln)

>>> Appaloosa (David Tepper) discloses updated portfolio positions in 13F filing

Appaloosa (David Tepper) discloses updated portfolio positions in 13F filing: New UBER BODY PHM positions

Highlights from 2021 Q2 filing as compared to Q1 2021:
  • New positions in: UBER (~2.04 mln shares), BODY (~2 mln), PHM (~1.51 mln)
  • Increased positions in: MOS (to ~2.46 mln shares from ~1.08 mln shares), FCX (to ~2 mln from ~1.5 mln)
  • Maintained positions in: DHI (~1.14 mln shares, prior qtr ~1.16 mln)
  • Closed positions in: IQ (from ~1.64 mln shares), CRM (from ~0.39 mln), DIS (from ~0.35 mln), PYPL (from ~0.18 mln), ADBE (from ~0.15 mln), BIDU (from ~0.05 mln)
  • Decreased positions in: PCG (to ~16.3 mln shares from ~28.6 mln shares), ET (to ~10.63 mln from ~22.82 mln), OXY (to ~5.71 mln from ~8.4 mln), TWTR (to ~1.3 mln from ~2.65 mln), VIAC (to ~1.48 mln from ~3.45 mln), TMUS (to ~2.52 mln from ~4.19 mln), M (to ~3.61 mln from ~5.27 mln), MU (to ~5.65 mln from ~7.28 mln), PSFE (to ~8.5 mln from ~10 mln), AMZN (to ~0.13 mln from ~0.19 mln)

>>> Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in

Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in 13F filing: Increased KR AON holdings, exited AXTA BIIB

Highlights from 2021 Q2 filing as compared to Q1 2021:
  • Increased positions in: KR (to ~61.79 mln shares from ~51.06 mln shares), AON (to ~4.4 mln from ~4.1 mln)
  • Maintained positions in: BAC (~1010.1 mln shares), AAPL (~887.14 mln shares), KO (~400 mln shares), KHC (~325.63 mln shares), VZ (~158.82 mln shares), AXP (~151.61 mln shares), USB (~128.89 mln shares), BK (~72.36 mln shares), DVA (~36.1 mln shares)
  • Closed positions in: AXTA (from ~13.89 mln shares), LBTYA (from ~3.36 mln), BIIB (from ~0.64 mln)
  • Decreased positions in: GM (to ~60 mln shares from ~67 mln shares), LBTYK (to ~1.88 mln from ~7.35 mln), BMY (to ~26.29 mln from ~31.03 mln), ABBV (to ~20.53 mln from ~22.87 mln), MMC (to ~4.2 mln from ~5.29 mln)

>>> Corvex Management (Keith Meister) discloses updated portfolio positions in 1

Corvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: New ZNGA CRM positions, increased BLMN DIS holding

 Highlights from 2021 Q2 filing as compared to Q1 2021:
  • New positions in: ZNGA (~1.15 mln shares)  CRM (~0.32 mln)
  • Increased positions in: BLMN (to ~2.72 mln shares from ~0.46 mln shares), LSXMA (to ~2.12 mln from ~0.76 mln), LSXMK (to ~1.17 mln from ~1.01 mln), DIS (to ~0.38 mln from ~0.23 mln), AMZN (to ~0.05 mln from ~0.04 mln) GOOGL (to ~0.08 mln from ~0.07 mln)
  • Maintained positions in: MGM (~15.67 mln shares), EXC (~3.89 mln shares), ATUS (~3.53 mln shares), CCEP (~1.81 mln shares), MSFT (~0.45 mln shares), JPM (~0.42 mln shares)
  • Closed positions in: FISV (from ~0.52 mln shares), FE (from ~0.5 mln), ELMS (from ~0.48 mln), EXPE (from ~0.17 mln), GPN (from ~0.08 mln)
  • Decreased positions in: AJAX (to ~0.31 mln shares from ~1 mln shares), TMUS (to ~0.99 mln from ~1.28 mln), ATVI (to ~0.05 mln from ~0.29 mln)

>>> Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfol

Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New CNC UBER OUST positions, increased VIAC WBA holdings

Highlights from 2021 Q2 filing as compared to Q1 2021:
  • New positions in: CNC (~2.02 mln shares), OUST (~1.2 mln), QSI (~1.19 mln), BOWX (~0.79 mln), CHNG (~0.7 mln), UBER (~0.46 mln), BABA (~0.14 mln)
  • Increased positions in: VIAC (to ~4.37 mln shares from ~0.5 mln shares), WBA (to ~2.3 mln from ~1.29 mln), CCEP (to ~2.29 mln from ~1.37 mln), CTVA (to ~2.23 mln from ~1.41 mln), BHC (to ~16.34 mln from ~15.61 mln), SABR (to ~3.87 mln from ~3.19 mln), GPN (to ~0.93 mln from ~0.26 mln) DD (to ~1.24 mln from ~0.65 mln), ENDP (to ~5.37 mln from ~4.87 mln), HOLX (to ~0.79 mln from ~0.43 mln)
  • Maintained positions in: ESI (~3.84 mln shares), FMC (~0.87 mln shares), MOH (~0.3 mln shares)
  • Closed positions in: NUAN (from ~3.09 mln shares), CAR (from ~0.5 mln), LYFT (from ~0.47 mln), LH (from ~0.22 mln), PPD (from ~0.22 mln), MSFT (from ~0.18 mln), MAR (from ~0.12 mln)
  • Decreased positions in: TAK (to ~9.12 mln shares from ~16.1 mln shares), DXC (to ~7.21 mln from ~10.58 mln), BKD (to ~14.71 mln from ~18.05 mln), THC (to ~10.65 mln from ~13.73 mln), BSX (to ~2.32 mln from ~3.2 mln), CI (to ~1.28 mln from ~1.86 mln), DNB (to ~0.76 mln from ~1.23 mln), HCA (to ~0.67 mln from ~1.07 mln), MCK (to ~1.48 mln from ~1.76 mln), BAX (to ~1.17 mln from ~1.38 mln)

>>> Elliott Management (Paul Singer) discloses updated portfolio positions in 13

Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New DBX DUK positions

Highlights from 2021 Q2 filing as compared to Q1 2021:
  • New positions in: DBX (~3 mln shares), DUK (~1 mln)
  • Increased positions in: TWTR (to ~10 mln shares from ~7 mln shares), ETWO (to ~27.97 mln from ~25.17 mln)
  • Maintained positions in: HWM (~41.07 mln shares), BTU (~28.92 mln shares), DELL (~24.83 mln shares), UNIT (~20.48 mln shares), NLSN (~16.6 mln shares), MPC (~10.57 mln shares), EVRG (~10.54 mln shares), ARNC (~10.39 mln shares), T (~5 mln shares)
  • Closed positions in: CYH (from ~4.5 mln shares), DISCK (from ~2.58 mln)

>>> Pershing Square (Bill Ackman) discloses updated portfolio positions in 13F f

Pershing Square (Bill Ackman) discloses updated portfolio positions in 13F filing: Most positions nearly unchanged from prior quarter

Highlights from 2021 Q2 filing as compared to Q1 2021:
  • Maintained positions in: HHC (~13.47 mln shares DPZ (~2.04 mln shares), CMG (~1.09 mln shares)
  • Decreased positions: LOW (to ~10.14 mln shares from ~11.96 mln shares) QSR (to ~23.7 mln, slightly lower than last quarter's ~23.93 mln), HLT (to ~12.76 mln from ~12.88 mln), A (to ~11.7 mln from ~11.8 mln)