Q4 2024 — superinvestor 13F recap
2981 tracked 13F moves filed by 26 managers across 2294 tickers. Filed with the SEC on 2025-02-14.
310 new positions · 1263 adds · 1200 trims · 208 exits. Net action: +165.
What they bought for the first time
What they fully walked away from
The 15 tickers that moved most
| Ticker | Buyers | Sellers |
|---|---|---|
| MSFT Microsoft | 8 | 2 |
| AMZN Amazon | 3 | 6 |
| AAPL Apple Inc. | 3 | 5 |
| VST Vistra Corp | 3 | 5 |
| META Meta Platforms | 7 | 1 |
| UNH UNITEDHEALTH GROUP INC | 2 | 6 |
| NVDA NVIDIA | 4 | 2 |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 2 | 4 |
| GOOGL ALPHABET INC | 2 | 4 |
| SPOT SPOTIFY TECHNOLOGY S A | 3 | 3 |
| ADBE ADOBE INC | 2 | 4 |
| COF | 4 | 2 |
| NU NU HLDGS LTD | 4 | 2 |
| FERG FERGUSON ENTERPRISES INC | 5 | 1 |
| BAC BANK AMERICA CORP | 1 | 4 |
Top 10 busiest managers in Q4 2024
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 2124 |
| 2 | Tom Slater Baillie Gifford (Long Term Global Growth) | 187 |
| 3 | Polen Capital Polen Capital Management | 113 |
| 4 | Andreas Halvorsen Viking Global Investors | 89 |
| 5 | Stanley Druckenmiller Duquesne Family Office | 72 |
| 6 | Howard Marks Oaktree Capital | 57 |
| 7 | Bill Nygren Oakmark Funds | 50 |
| 8 | Lee Ainslie Maverick Capital | 35 |
| 9 | Stephen Mandel Lone Pine Capital | 31 |
| 10 | David Tepper Appaloosa Management | 29 |
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 1459 | 1303 | +156 |
| Technology | 45 | 38 | +7 |
| Industrials | 7 | 0 | +7 |
| Financials | 26 | 24 | +2 |
| Communication | 8 | 6 | +2 |
| Energy | 5 | 4 | +1 |
| Consumer Discretionary | 11 | 10 | +1 |
| Real Estate | 3 | 2 | +1 |
| Utilities | 4 | 5 | -1 |
| Materials | 0 | 1 | -1 |
| Consumer Staples | 2 | 6 | -4 |
| Healthcare | 3 | 9 | -6 |
Frequently asked questions
How many 13F moves filed in Q4 2024?
2981 tracked 13F moves filed in Q4 2024: 310 new positions, 1263 adds, 1200 trims, 208 exits. Across 26 active managers and 2294 unique tickers. Filed with SEC 2025-02-14.
Were superinvestors net buyers or sellers in Q4 2024?
Q4 2024 net action: 1573 buy-side moves (310 new + 1263 adds) vs 1408 sell-side moves (1200 trims + 208 exits). Net: +165 (net accumulation). Full breakdown by sector + manager below.
When are Q4 2024 13F filings released?
Form 13F-HR is filed within 45 days of quarter-end per SEC regulation. Q4 2024 filings completed by 2025-02-14. HoldLens aggregates positions across 82 tracked superinvestors as filings arrive — see /methodology for refresh cadence + lag windows.
Where does Q4 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; Q4 2024 = SEC filing window ending 2025-02-14.
Based on publicly filed 13Fs for Q4 2024, filed with the SEC on 2025-02-14. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.
Reading for your research
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