Q1 2024 — superinvestor 13F recap
47 tracked 13F moves filed by 12 managers across 43 tickers. Filed with the SEC on 2024-05-15.
13 new positions · 17 adds · 3 trims · 14 exits. Net action: +13.
What they bought for the first time
What they fully walked away from
The 15 tickers that moved most
Top 10 busiest managers in Q1 2024
| # | Manager | Moves |
|---|---|---|
| 1 | Michael Burry Scion Asset Management | 28 |
| 2 | Jeffrey Ubben ValueAct Capital | 4 |
| 3 | Warren Buffett Berkshire Hathaway | 3 |
| 4 | Bill Ackman Pershing Square Capital | 2 |
| 5 | Stanley Druckenmiller Duquesne Family Office | 2 |
| 6 | David Tepper Appaloosa Management | 2 |
| 7 | Seth Klarman Baupost Group | 1 |
| 8 | Howard Marks Oaktree Capital | 1 |
| 9 | Chris Hohn TCI Fund Management | 1 |
| 10 | Chase Coleman Tiger Global Management | 1 |
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Technology | 9 | 3 | +6 |
| Financials | 4 | 0 | +4 |
| Industrials | 2 | 0 | +2 |
| Energy | 1 | 0 | +1 |
| Consumer Discretionary | 1 | 0 | +1 |
| Communication | 1 | 1 | +0 |
| Other | 12 | 12 | +0 |
| Healthcare | 0 | 1 | -1 |
Frequently asked questions
How many 13F moves filed in Q1 2024?
47 tracked 13F moves filed in Q1 2024: 13 new positions, 17 adds, 3 trims, 14 exits. Across 12 active managers and 43 unique tickers. Filed with SEC 2024-05-15.
Were superinvestors net buyers or sellers in Q1 2024?
Q1 2024 net action: 30 buy-side moves (13 new + 17 adds) vs 17 sell-side moves (3 trims + 14 exits). Net: +13 (net accumulation). Full breakdown by sector + manager below.
When are Q1 2024 13F filings released?
Form 13F-HR is filed within 45 days of quarter-end per SEC regulation. Q1 2024 filings completed by 2024-05-15. HoldLens aggregates positions across 82 tracked superinvestors as filings arrive — see /methodology for refresh cadence + lag windows.
Where does Q1 2024 13F data come from?
SEC EDGAR Form 13F-HR filings (45-day statutory lag from quarter-end). HoldLens federates positions across 82 tracked superinvestors and computes deltas (new / add / trim / exit) per ticker per filing. Quarterly cadence; Q1 2024 = SEC filing window ending 2024-05-15.
Based on publicly filed 13Fs for Q1 2024, filed with the SEC on 2024-05-15. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.