Portfolio Value Over Time
Current Holdings for Sequoia Fund
|
Stock
Click to search
|
Shares | Value | % of Portfolio | Change | Est. Return |
|---|---|---|---|---|---|
|
SCHW|SCHWAB CHARLES CORP
|
6.3M | $602.9M | TRIM -4.3% | — | |
|
FWONA|LIBERTY MEDIA CORP DEL
|
5.6M | $581.7M | TRIM -0.8% | +31.38% | |
|
GOOGL|ALPHABET INC
|
2.4M | $572.9M | TRIM -0.4% | — | |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
1.9M | $525.5M | TRIM -1.9% | +416.89% | |
|
ELV|ELEVANCE HEALTH INC FORMERLY
|
1.4M | $468.0M | ADD +32.2% | +4.28% | |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
2.7M | $462.2M | TRIM -0.9% | +74.08% | |
|
COF|CAPITAL ONE FINL CORP
|
2.1M | $446.0M | TRIM -0.9% | +123.21% | |
|
GOOG|ALPHABET INC
|
1.3M | $305.6M | TRIM -2.5% | — | |
|
ICLR|ICON PLC
|
1.7M | $297.7M | TRIM -0.4% | -4.72% | |
|
MSA|MSA SAFETY INC
|
1.7M | $293.4M | ADD +79.7% | +11.56% | |
|
CACC|CREDIT ACCEP CORP MICH
|
578.5K | $270.1M | TRIM -0.9% | — | |
|
UNH|UNITEDHEALTH GROUP INC
|
758.2K | $261.8M | TRIM -0.7% | +21.89% | |
|
META|META PLATFORMS INC
|
244.0K | $179.2M | TRIM -38.6% | — | |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
322.6K | $162.2M | TRIM -1.3% | — | |
|
LBRDA|LIBERTY BROADBAND CORP
|
1.9M | $119.1M | TRIM -0.8% | — | |
|
CHTR|CHARTER COMMUNICATIONS INC N
|
373.4K | $102.7M | TRIM -3.4% | -29.46% | |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
117 | $88.2M | — | — | |
|
TECH|BIO-TECHNE CORP
|
1.5M | $82.0M | ADD +866.9% | +31.75% | |
|
FWONA|LIBERTY MEDIA CORP DEL
|
742.3K | $70.7M | TRIM -0.8% | +30.93% | |
|
AMTM|AMENTUM HOLDINGS INC
|
2.4M | $58.0M | TRIM -0.7% | +26.26% | |
|
LBRDA|LIBERTY BROADBAND CORP
|
669.2K | $42.4M | ADD +0.1% | — | |
|
GLIBK|GCI LIBERTY INC
|
374.7K | $14.0M | ADD NEW | +8.25% | |
|
SAP|SAP SE
|
46.0K | $12.3M | ADD NEW | -15.12% | |
|
GLIBA|GCI LIBERTY INC
|
133.2K | $5.0M | ADD NEW | +8.34% | |
|
EQH|EQUITABLE HLDGS INC
|
40.6K | $2.1M | TRIM -0.2% | +72.93% | |
|
GPI|GROUP 1 AUTOMOTIVE INC
|
3.6K | $1.6M | ADD +7.8% | +55.22% | |
|
J|JACOBS SOLUTIONS INC
|
9.3K | $1.4M | TRIM -99.1% | +36.96% | |
|
VTI|VANGUARD INDEX FDS
|
2.6K | $868.7K | ADD +3.8% | +20.52% | |
|
LAD|LITHIA MTRS INC
|
2.7K | $858.3K | — | +50.58% | |
|
NFLX|NETFLIX INC
|
604 | $724.1K | TRIM -0.3% | +135.13% | |
|
VXUS|VANGUARD STAR FDS
|
5.3K | $389.4K | ADD +13.7% | +23.50% | |
|
MU|MICRON TECHNOLOGY INC
|
2.2K | $361.7K | — | +297.21% | |
|
MSFT|MICROSOFT CORP
|
689 | $356.9K | — | +42.78% | |
|
AXP|AMERICAN EXPRESS CO
|
932 | $309.6K | — | +68.36% | |
|
CPA|COPA HOLDINGS SA
|
2.6K | $303.6K | — | +35.43% | |
|
KSPI|KASPI KZ JSC
|
3.7K | $303.2K | ADD NEW | -8.91% | |
|
SBGI|SINCLAIR INC
|
18.0K | $271.2K | — | -6.44% | |
|
SPGI|S&P GLOBAL INC
|
531 | $258.4K | — | +42.97% | |
|
STLA|STELLANTIS N.V
|
27.3K | $255.1K | TRIM -31.2% | -37.94% | |
|
AAPL|APPLE INC
|
891 | $226.9K | ADD NEW | +12.57% | |
|
FERG|FERGUSON ENTERPRISES INC
|
1.0K | $224.6K | — | +41.16% | |
|
DG|DOLLAR GEN CORP NEW
|
2.2K | $224.3K | ADD +1.2% | +58.70% | |
|
ATAI|ATAI LIFE SCIENCES NV
|
42.1K | $222.8K | — | +113.22% | |
|
BLK|BLACKROCK INC
|
186 | $216.9K | ADD NEW | +3.37% | |
|
SDHC|SMITH DOUGLAS HOMES CORP
|
12.2K | $215.6K | ADD NEW | +11.87% | |
|
KMX|CARMAX INC
|
4.5K | $200.5K | TRIM -28.8% | — | |
|
RMNI|RIMINI STR INC DEL
|
37.1K | $173.8K | TRIM -2.1% | -29.90% |
Trading Activity for Sequoia Fund
|
Stock
Click to search
|
Action | Change | Shares After | Value | Est. Return |
|---|---|---|---|---|---|
| 2025-Q3 | |||||
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -4.29% | 6.3M | $603M | — |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -0.75% | 5.6M | $582M | +49.3% |
|
GOOGL|ALPHABET INC
|
SELL | -0.41% | 2.4M | $573M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -1.88% | 1.9M | $526M | +279.6% |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -0.93% | 2.7M | $462M | +80.4% |
|
ELV|ELEVANCE HEALTH INC FORMERLY
|
BUY | +32.18% | 1.4M | $468M | — |
|
COF|CAPITAL ONE FINL CORP
|
SELL | -0.89% | 2.1M | $446M | +108.4% |
|
GOOG|ALPHABET INC
|
SELL | -2.45% | 1.3M | $306M | — |
|
ICLR|ICON PLC
|
SELL | -0.42% | 1.7M | $298M | -13.1% |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -0.95% | 578.5K | $270M | — |
|
META|META PLATFORMS INC
|
SELL | -38.62% | 244.0K | $179M | — |
|
MSA|MSA SAFETY INC
|
BUY | +79.68% | 1.7M | $293M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -0.68% | 758.2K | $262M | +4.5% |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -0.80% | 1.9M | $119M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -1.31% | 322.6K | $162M | — |
|
CHTR|CHARTER COMMUNICATIONS INC N
|
SELL | -3.41% | 373.4K | $103M | -1.9% |
|
J|JACOBS SOLUTIONS INC
|
SELL | -99.13% | 9.3K | $1M | +40.8% |
|
TECH|BIO-TECHNE CORP
|
BUY | +866.92% | 1.5M | $82M | — |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -0.81% | 742.3K | $71M | +48.8% |
|
LBRDA|LIBERTY BROADBAND CORP
|
BUY | +0.05% | 669.2K | $42M | — |
|
AMTM|AMENTUM HOLDINGS INC
|
SELL | -0.74% | 2.4M | $58M | -11.3% |
|
GLIBK|GCI LIBERTY INC
|
BUY | NEW | 374.7K | $14M | — |
|
SAP|SAP SE
|
BUY | NEW | 46.0K | $12M | — |
|
GLIBA|GCI LIBERTY INC
|
BUY | NEW | 133.2K | $5M | — |
|
EXPD|EXPEDITORS INTL WASH INC
|
SELL | EXIT | — | — | +1.4% |
|
EQH|EQUITABLE HLDGS INC
|
SELL | -0.23% | 40.6K | $2M | +93.5% |
|
GPI|GROUP 1 AUTOMOTIVE INC
|
BUY | +7.76% | 3.6K | $2M | — |
|
VTI|VANGUARD INDEX FDS
|
BUY | +3.76% | 2.6K | $868666 | — |
|
NFLX|NETFLIX INC
|
SELL | -0.33% | 604 | $724148 | +225.3% |
|
KMX|CARMAX INC
|
SELL | -28.84% | 4.5K | $200524 | — |
|
STLA|STELLANTIS N.V
|
SELL | -31.16% | 27.3K | $255103 | -40.4% |
|
VXUS|VANGUARD STAR FDS
|
BUY | +13.71% | 5.3K | $389411 | — |
|
VOO|VANGUARD INDEX FDS
|
SELL | EXIT | — | — | +7.9% |
|
KSPI|KASPI KZ JSC
|
BUY | NEW | 3.7K | $303196 | — |
|
DG|DOLLAR GEN CORP NEW
|
BUY | +1.21% | 2.2K | $224270 | — |
|
AAPL|APPLE INC
|
BUY | NEW | 891 | $226875 | — |
|
BLK|BLACKROCK INC
|
BUY | NEW | 186 | $216852 | — |
|
SDHC|SMITH DOUGLAS HOMES CORP
|
BUY | NEW | 12.2K | $215611 | — |
|
RSG|REPUBLIC SVCS INC
|
SELL | EXIT | — | — | -5.8% |
|
RMNI|RIMINI STR INC DEL
|
SELL | -2.14% | 37.1K | $173820 | -17.6% |
| 2025-Q2 | |||||
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -2.40% | 6.6M | $602M | — |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -2.51% | 5.6M | $586M | +42.7% |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -0.90% | 2.8M | $508M | +74.9% |
|
ELV|ELEVANCE HEALTH INC
|
SELL | -2.43% | 1.1M | $426M | +10.9% |
|
COF|CAPITAL ONE FINL CORP
|
SELL | -0.63% | 2.1M | $450M | +79.6% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | +2.75% | 1.9M | $434M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -7.14% | 763.4K | $238M | +9.5% |
|
GOOGL|ALPHABET INC
|
SELL | -0.27% | 2.4M | $417M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -9.19% | 584.0K | $298M | — |
|
META|META PLATFORMS INC
|
SELL | -22.20% | 397.6K | $293M | — |
|
ICLR|ICON PLC
|
BUY | +36.18% | 1.7M | $248M | — |
|
GOOG|ALPHABET INC
|
SELL | -3.19% | 1.3M | $228M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -20.73% | 1.9M | $186M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -3.01% | 326.8K | $159M | — |
|
MSA|MSA SAFETY INC
|
BUY | NEW | 949.1K | $159M | — |
|
CHTR|CHARTER COMMUNICATIONS INC N
|
SELL | -3.46% | 386.6K | $158M | +43.5% |
|
J|JACOBS SOLUTIONS INC
|
SELL | -8.89% | 1.1M | $141M | +21.4% |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -7.14% | 117 | $85M | — |
|
FWONA|LIBERTY MEDIA CORP DEL
|
BUY | +0.96% | 748.3K | $71M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -0.78% | 668.8K | $65M | — |
|
AMTM|AMENTUM HOLDINGS INC
|
BUY | +2.04% | 2.4M | $58M | — |
|
TECH|BIO-TECHNE CORP
|
BUY | NEW | 152.4K | $8M | — |
|
GPI|GROUP 1 AUTOMOTIVE INC
|
SELL | -0.33% | 3.4K | $1M | +75.8% |
|
VTI|VANGUARD INDEX FDS
|
BUY | +47.88% | 2.6K | $775325 | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
SELL | EXIT | — | — | — |
|
MSFT|MICROSOFT CORP
|
BUY | +6.16% | 689 | $342715 | — |
|
VXUS|VANGUARD STAR FDS
|
BUY | +13.13% | 4.7K | $322098 | — |
|
MU|MICRON TECHNOLOGY INC
|
BUY | NEW | 2.2K | $266467 | — |
|
DG|DOLLAR GEN CORP NEW
|
BUY | NEW | 2.1K | $245231 | — |
|
FERG|FERGUSON ENTERPRISES INC
|
BUY | NEW | 1.0K | $217750 | — |
|
RSG|REPUBLIC SVCS INC
|
BUY | NEW | 817 | $201480 | — |
| 2025-Q1 | |||||
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -41.87% | 2.8M | $482M | +66.7% |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -1.94% | 5.8M | $518M | +37.9% |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -2.06% | 6.8M | $529M | — |
|
ELV|ELEVANCE HEALTH INC
|
SELL | -1.84% | 1.1M | $488M | +9.0% |
|
GOOGL|ALPHABET INC
|
SELL | -0.79% | 2.4M | $367M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -1.89% | 822.2K | $431M | +76.8% |
|
COF|CAPITAL ONE FINL CORP
|
SELL | -2.15% | 2.1M | $382M | +81.3% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -3.49% | 1.9M | $310M | +221.4% |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -1.86% | 643.1K | $332M | — |
|
META|META PLATFORMS INC
|
SELL | -2.03% | 511.0K | $295M | — |
|
ICLR|ICON PLC
|
SELL | -0.88% | 1.3M | $219M | -10.1% |
|
GOOG|ALPHABET INC
|
SELL | -4.56% | 1.3M | $208M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.19% | 2.4M | $203M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -3.23% | 337.0K | $179M | — |
|
J|JACOBS SOLUTIONS INC
|
SELL | -2.82% | 1.2M | $142M | +24.9% |
|
CHTR|CHARTER COMMUNICATIONS INC N
|
SELL | -3.30% | 400.5K | $148M | +30.3% |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -1.03% | 741.2K | $60M | +37.9% |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.37% | 674.1K | $57M | — |
|
AMTM|AMENTUM HOLDINGS INC
|
SELL | -1.78% | 2.4M | $44M | -27.2% |
|
KMX|CARMAX INC
|
SELL | -77.22% | 6.3K | $489338 | — |
|
EQH|EQUITABLE HLDGS INC
|
SELL | -0.25% | 40.7K | $2M | +94.0% |
|
GPI|GROUP 1 AUTOMOTIVE INC
|
SELL | -0.24% | 3.4K | $1M | +85.5% |
|
ASAIY|SENDAS DISTRIBUIDORA S A
|
SELL | EXIT | — | — | -57.9% |
|
STLA|STELLANTIS N.V
|
SELL | -23.16% | 39.7K | $444779 | -20.3% |
|
VTI|VANGUARD INDEX FDS
|
BUY | +48.96% | 1.7K | $474099 | — |
|
ISCV|ISHARES TR
|
SELL | EXIT | — | — | +13.3% |
|
VOO|VANGUARD INDEX FDS
|
BUY | NEW | 682 | $350487 | — |
|
VXUS|VANGUARD STAR FDS
|
BUY | NEW | 4.1K | $255914 | — |
|
AAPL|APPLE INC
|
SELL | EXIT | — | — | +0.7% |
| 2024-Q4 | |||||
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -4.10% | 4.8M | $716M | +57.7% |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -13.28% | 838.0K | $424M | +96.5% |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -3.48% | 5.9M | $544M | +22.8% |
|
ELV|ELEVANCE HEALTH INC
|
BUY | +13.88% | 1.1M | $422M | — |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -7.34% | 6.9M | $511M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -33.42% | 1.9M | $382M | +210.4% |
|
GOOGL|ALPHABET INC
|
SELL | -10.32% | 2.4M | $453M | — |
|
COF|CAPITAL ONE FINL CORP
|
SELL | -21.44% | 2.2M | $388M | +71.1% |
|
J|JACOBS SOLUTIONS INC
|
SELL | -52.14% | 1.2M | $162M | +33.1% |
|
META|META PLATFORMS INC
|
SELL | -8.04% | 521.5K | $305M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -3.86% | 655.3K | $308M | — |
|
ICLR|ICON PLC
|
BUY | NEW | 1.3M | $265M | — |
|
GOOG|ALPHABET INC
|
SELL | -4.73% | 1.4M | $265M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -19.81% | 348.2K | $158M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -4.08% | 2.4M | $180M | — |
|
CHTR|CHARTER COMMUNICATIONS INC N
|
SELL | -8.99% | 414.1K | $142M | +34.0% |
|
KMX|CARMAX INC
|
SELL | -98.49% | 27.6K | $2M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -5.97% | 126 | $86M | — |
|
AMTM|AMENTUM HOLDINGS INC
|
SELL | -3.72% | 2.4M | $51M | -8.1% |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -5.28% | 748.9K | $63M | +22.8% |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -3.71% | 683.4K | $51M | — |
|
EXPD|EXPEDITORS INTL WASH INC
|
SELL | -36.34% | 21.9K | $2M | +2.0% |
|
EQH|EQUITABLE HLDGS INC
|
SELL | -0.03% | 40.8K | $2M | +70.3% |
|
GPI|GROUP 1 AUTOMOTIVE INC
|
SELL | -0.50% | 3.4K | $1M | +68.4% |
|
ASAIY|SENDAS DISTRIBUIDORA S A
|
BUY | +0.80% | 152.5K | $681577 | — |
|
LAD|LITHIA MTRS INC
|
SELL | -0.44% | 2.7K | $970780 | +63.5% |
|
STLA|STELLANTIS N.V
|
SELL | -0.08% | 51.6K | $673811 | -17.8% |
|
VTI|VANGUARD INDEX FDS
|
BUY | +8.73% | 1.2K | $335600 | — |
|
CPA|COPA HOLDINGS SA
|
BUY | NEW | 2.6K | $224533 | — |
|
MU|MICRON TECHNOLOGY INC
|
SELL | EXIT | — | — | +20.9% |
|
AAPL|APPLE INC
|
BUY | NEW | 821 | $205595 | — |
|
RMNI|RIMINI STR INC DEL
|
SELL | -0.35% | 38.0K | $101340 | -64.2% |
| 2024-Q3 | |||||
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -1.88% | 5.0M | $805M | +55.3% |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -4.30% | 7.5M | $483M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -1.78% | 966.3K | $565M | +97.8% |
|
ELV|ELEVANCE HEALTH INC
|
SELL | -1.91% | 1.0M | $522M | +48.2% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -3.94% | 2.9M | $504M | +172.3% |
|
GOOGL|ALPHABET INC
|
SELL | -3.92% | 2.7M | $442M | — |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -1.59% | 6.1M | $471M | +14.7% |
|
COF|CAPITAL ONE FINL CORP
|
SELL | -1.85% | 2.8M | $415M | +35.3% |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -3.85% | 681.6K | $302M | — |
|
J|JACOBS SOLUTIONS INC
|
SELL | -1.76% | 2.5M | $331M | +16.6% |
|
META|META PLATFORMS INC
|
SELL | -1.79% | 567.2K | $325M | — |
|
KMX|CARMAX INC
|
SELL | -51.93% | 1.8M | $141M | — |
|
GOOG|ALPHABET INC
|
SELL | -2.19% | 1.5M | $244M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -1.05% | 434.3K | $200M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -2.01% | 2.5M | $194M | — |
|
CHTR|CHARTER COMMUNICATIONS INC N
|
BUY | +0.18% | 455.0K | $147M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -2.90% | 134 | $93M | — |
|
AMTM|AMENTUM HOLDINGS INC
|
BUY | NEW | 2.5M | $82M | — |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -2.79% | 790.7K | $57M | +14.7% |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.85% | 709.8K | $55M | — |
|
EXPD|EXPEDITORS INTL WASH INC
|
SELL | -66.32% | 34.4K | $5M | +4.0% |
|
EQH|EQUITABLE HLDGS INC
|
SELL | -0.11% | 40.8K | $2M | +51.2% |
|
GPI|GROUP 1 AUTOMOTIVE INC
|
SELL | -1.20% | 3.4K | $1M | +44.1% |
|
ASAIY|SENDAS DISTRIBUIDORA S A
|
BUY | +9.39% | 151.3K | $1M | — |
|
MHK|MOHAWK INDS INC
|
SELL | EXIT | — | — | — |
|
STLA|STELLANTIS N.V
|
BUY | +14.41% | 51.7K | $726006 | — |
|
LAD|LITHIA MTRS INC
|
BUY | +0.15% | 2.7K | $866522 | — |
|
NFLX|NETFLIX INC
|
SELL | -1.46% | 606 | $429818 | +80.4% |
|
VTI|VANGUARD INDEX FDS
|
BUY | NEW | 1.1K | $301565 | — |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | EXIT | — | — | +9.8% |
|
RMNI|RIMINI STR INC DEL
|
BUY | +34.26% | 38.1K | $70467 | — |
| 2024-Q2 | |||||
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -4.59% | 5.1M | $699M | +34.4% |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -4.27% | 7.8M | $574M | — |
|
ELV|ELEVANCE HEALTH INC
|
SELL | -4.71% | 1.0M | $555M | +48.0% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -18.64% | 3.0M | $526M | +141.6% |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -4.28% | 983.8K | $501M | +69.5% |
|
GOOGL|ALPHABET INC
|
SELL | -4.44% | 2.8M | $506M | — |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -4.02% | 6.2M | $444M | +4.9% |
|
COF|CAPITAL ONE FINL CORP
|
SELL | -4.38% | 2.8M | $391M | +33.3% |
|
J|JACOBS SOLUTIONS INC
|
SELL | -4.17% | 2.6M | $360M | +12.7% |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -1.27% | 708.9K | $365M | — |
|
KMX|CARMAX INC
|
SELL | -4.30% | 3.8M | $279M | — |
|
META|META PLATFORMS INC
|
SELL | -3.87% | 577.5K | $291M | — |
|
GOOG|ALPHABET INC
|
SELL | -5.50% | 1.5M | $274M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -2.58% | 438.9K | $179M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -13.31% | 2.6M | $141M | — |
|
CHTR|CHARTER COMMUNICATIONS INC N
|
BUY | NEW | 454.2K | $136M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -7.38% | 138 | $84M | — |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -5.05% | 813.3K | $52M | +4.9% |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -5.61% | 723.2K | $39M | — |
|
EXPD|EXPEDITORS INTL WASH INC
|
BUY | NEW | 102.1K | $13M | — |
|
STLA|STELLANTIS N.V
|
SELL | -6.22% | 45.2K | $896505 | +38.0% |
|
GPI|GROUP 1 AUTOMOTIVE INC
|
BUY | +23.10% | 3.4K | $1M | — |
|
LAD|LITHIA MTRS INC
|
BUY | +16.86% | 2.7K | $687674 | — |
|
MU|MICRON TECHNOLOGY INC
|
SELL | -31.63% | 2.2K | $284368 | +47.8% |
|
GS|GOLDMAN SACHS GROUP INC
|
BUY | NEW | 450 | $203544 | — |
|
RMNI|RIMINI STR INC DEL
|
BUY | +54.43% | 28.4K | $87099 | — |
| 2024-Q1 | |||||
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -4.45% | 5.4M | $736M | +35.2% |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -3.98% | 8.1M | $588M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -3.89% | 1.0M | $508M | +75.6% |
|
ELV|ELEVANCE HEALTH INC
|
SELL | -4.19% | 1.1M | $557M | +39.0% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -8.69% | 3.7M | $506M | +104.0% |
|
COF|CAPITAL ONE FINL CORP
|
SELL | -8.45% | 3.0M | $440M | +28.7% |
|
GOOGL|ALPHABET INC
|
SELL | -2.39% | 2.9M | $438M | — |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -4.22% | 6.4M | $422M | -0.9% |
|
J|JACOBS SOLUTIONS INC
|
SELL | -3.98% | 2.7M | $413M | +16.4% |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -3.92% | 718.0K | $396M | — |
|
KMX|CARMAX INC
|
SELL | -3.85% | 4.0M | $346M | — |
|
META|META PLATFORMS INC
|
SELL | -3.73% | 600.7K | $292M | — |
|
GOOG|ALPHABET INC
|
SELL | -11.23% | 1.6M | $241M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -4.60% | 3.0M | $169M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -1.26% | 450.5K | $189M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -11.31% | 149 | $95M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.07% | 766.1K | $44M | — |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -1.05% | 856.6K | $50M | -0.9% |
|
ASAIY|SENDAS DISTRIBUIDORA S A
|
SELL | -0.88% | 138.3K | $2M | -3.5% |
|
EQH|EQUITABLE HLDGS INC
|
SELL | -0.29% | 40.9K | $2M | +22.9% |
|
STLA|STELLANTIS N.V
|
SELL | -6.84% | 48.2K | $1M | +51.9% |
|
GPI|GROUP 1 AUTOMOTIVE INC
|
BUY | +1.20% | 2.8K | $813568 | — |
|
LAD|LITHIA MTRS INC
|
SELL | -1.27% | 2.3K | $701305 | +38.1% |
|
MSFT|MICROSOFT CORP
|
SELL | -6.21% | 649 | $273047 | +30.2% |
|
AXP|AMERICAN EXPRESS CO
|
BUY | NEW | 932 | $212207 | — |
|
RMNI|RIMINI STR INC DEL
|
SELL | -6.52% | 18.4K | $59889 | -54.2% |
| 2023-Q4 | |||||
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -2.66% | 5.6M | $720M | +11.6% |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -2.43% | 8.5M | $583M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -2.38% | 1.1M | $563M | +84.0% |
|
ELV|ELEVANCE HEALTH INC
|
SELL | -2.48% | 1.1M | $529M | +28.2% |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -2.41% | 6.7M | $424M | -4.5% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -2.98% | 4.1M | $423M | +55.2% |
|
COF|CAPITAL ONE FINL CORP
|
SELL | -2.35% | 3.2M | $423M | +0.4% |
|
GOOGL|ALPHABET INC
|
SELL | -2.22% | 3.0M | $416M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -2.34% | 747.4K | $398M | — |
|
KMX|CARMAX INC
|
SELL | -25.85% | 4.1M | $317M | — |
|
J|JACOBS SOLUTIONS INC
|
SELL | -2.32% | 2.8M | $363M | +5.9% |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -2.46% | 3.1M | $250M | — |
|
META|META PLATFORMS INC
|
SELL | -30.20% | 624.0K | $221M | — |
|
GOOG|ALPHABET INC
|
SELL | -5.01% | 1.8M | $251M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -3.34% | 456.3K | $163M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -1.18% | 168 | $91M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.83% | 774.4K | $62M | — |
|
FWONA|LIBERTY MEDIA CORP DEL
|
SELL | -2.52% | 865.7K | $50M | -4.5% |
|
LLYVK*|LIBERTY MEDIA CORP DEL
|
SELL | EXIT | — | — | — |
|
BATRK|ATLANTA BRAVES HLDGS INC
|
SELL | EXIT | — | — | -3.7% |
|
ASAIY|SENDAS DISTRIBUIDORA S A
|
SELL | -4.25% | 139.5K | $2M | -14.8% |
|
EQH|EQUITABLE HLDGS INC
|
SELL | -0.12% | 41.0K | $1M | +3.0% |
|
STLA|STELLANTIS N.V
|
SELL | -6.59% | 51.7K | $1M | +24.9% |
|
LLYVA*|LIBERTY MEDIA CORP DEL
|
SELL | EXIT | — | — | — |
|
GPI|GROUP 1 AUTOMOTIVE INC
|
SELL | -0.94% | 2.8K | $838340 | +21.2% |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
SELL | -18.97% | 4.7K | $784618 | — |
|
LAD|LITHIA MTRS INC
|
SELL | -0.55% | 2.4K | $777430 | +25.3% |
|
AMZN|AMAZON COM INC
|
SELL | EXIT | — | — | — |
|
MU|MICRON TECHNOLOGY INC
|
SELL | -53.55% | 3.2K | $269845 | -13.1% |
|
NFLX|NETFLIX INC
|
SELL | -49.09% | 615 | $299431 | +19.4% |
|
SPGI|S&P GLOBAL INC
|
BUY | NEW | 531 | $233916 | — |
|
RMNI|RIMINI STR INC DEL
|
SELL | -33.25% | 19.7K | $64262 | -57.3% |
| 2023-Q3 | |||||
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -3.15% | 5.8M | $633M | +14.8% |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -2.94% | 1.1M | $552M | +69.9% |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
SELL | EXIT | — | — | — |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -2.99% | 8.7M | $477M | — |
|
KMX|CARMAX INC
|
SELL | -7.71% | 5.6M | $394M | — |
|
ELV|ELEVANCE HEALTH INC
|
BUY | +9.69% | 1.2M | $501M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -2.97% | 4.2M | $365M | +50.4% |
|
FWONA|LIBERTY MEDIA CORP DEL
|
BUY | NEW | 6.9M | $429M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -2.94% | 765.2K | $352M | — |
|
GOOGL|ALPHABET INC
|
SELL | -6.72% | 3.0M | $398M | — |
|
J|JACOBS SOLUTIONS INC
|
SELL | -3.00% | 2.9M | $391M | +5.4% |
|
COF|CAPITAL ONE FINL CORP
|
SELL | -2.96% | 3.3M | $321M | -0.2% |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -3.20% | 3.2M | $291M | — |
|
META|META PLATFORMS INC
|
SELL | -3.21% | 894.0K | $268M | — |
|
GOOG|ALPHABET INC
|
SELL | -4.64% | 1.9M | $247M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -3.79% | 472.1K | $165M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -2.30% | 170 | $90M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -2.93% | 788.9K | $72M | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
SELL | EXIT | — | — | — |
|
FWONA|LIBERTY MEDIA CORP DEL
|
BUY | NEW | 888.0K | $50M | — |
|
LLYVK*|LIBERTY MEDIA CORP DEL
|
BUY | NEW | 295.0K | $9M | — |
|
BATRK|ATLANTA BRAVES HLDGS INC
|
BUY | NEW | 224.5K | $8M | — |
|
ASAIY|SENDAS DISTRIBUIDORA S A
|
BUY | +4.58% | 145.7K | $2M | — |
|
LLYVA*|LIBERTY MEDIA CORP DEL
|
BUY | NEW | 37.4K | $1M | — |
|
STLA|STELLANTIS N.V
|
SELL | -0.68% | 55.3K | $1M | +15.9% |
|
NFLX|NETFLIX INC
|
SELL | -37.80% | 1.2K | $456141 | +14.5% |
|
GPI|GROUP 1 AUTOMOTIVE INC
|
BUY | +6.03% | 2.8K | $746208 | — |
|
MU|MICRON TECHNOLOGY INC
|
SELL | -2.48% | 6.8K | $463148 | -20.5% |
|
SPGI|S&P GLOBAL INC
|
SELL | EXIT | — | — | +8.2% |
|
RMNI|RIMINI STR INC DEL
|
BUY | +22.30% | 29.4K | $64772 | — |
| 2023-Q2 | |||||
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -1.90% | 5.9M | $672M | +8.1% |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +2.34% | 1.1M | $542M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
SELL | -1.46% | 7.1M | $534M | — |
|
SCHW|SCHWAB CHARLES CORP
|
BUY | +8.60% | 8.9M | $507M | — |
|
KMX|CARMAX INC
|
SELL | -1.68% | 6.0M | $505M | — |
|
ELV|ELEVANCE HEALTH INC
|
BUY | +29.92% | 1.0M | $466M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -1.75% | 4.3M | $436M | +44.7% |
|
CACC|CREDIT ACCEP CORP MICH
|
BUY | +0.89% | 788.4K | $400M | — |
|
GOOGL|ALPHABET INC
|
SELL | -8.08% | 3.3M | $391M | — |
|
COF|CAPITAL ONE FINL CORP
|
BUY | +26.37% | 3.4M | $372M | — |
|
J|JACOBS SOLUTIONS INC
|
BUY | +11.87% | 3.0M | $351M | — |
|
MU|MICRON TECHNOLOGY INC
|
SELL | -99.85% | 7.0K | $440571 | -24.1% |
|
META|META PLATFORMS INC
|
SELL | -27.59% | 923.7K | $265M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
BUY | +43.73% | 3.3M | $263M | — |
|
GOOG|ALPHABET INC
|
SELL | -3.64% | 2.0M | $238M | — |
|
NFLX|NETFLIX INC
|
SELL | -99.68% | 1.9K | $855432 | -7.4% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -0.07% | 490.7K | $167M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -4.40% | 174 | $90M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.08% | 812.7K | $65M | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
SELL | -1.86% | 920.5K | $62M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
SELL | -88.39% | 5.8K | $788800 | — |
|
ASAIY|SENDAS DISTRIBUIDORA S A
|
SELL | -0.97% | 139.3K | $2M | -13.7% |
|
AMZN|AMAZON COM INC
|
SELL | -54.80% | 6.0K | $784767 | — |
|
STLA|STELLANTIS N.V
|
SELL | -9.64% | 55.7K | $977364 | +2.0% |
|
EQH|EQUITABLE HLDGS INC
|
SELL | -0.34% | 41.1K | $1M | -7.6% |
|
LAD|LITHIA MTRS INC
|
BUY | +10.01% | 2.4K | $721957 | — |
|
GPI|GROUP 1 AUTOMOTIVE INC
|
BUY | NEW | 2.6K | $675964 | — |
|
2362120D|SINCLAIR BROADCAST GROUP INC
|
SELL | EXIT | — | — | — |
|
SBGI|SINCLAIR INC
|
BUY | NEW | 18.0K | $248193 | — |
|
MSFT|MICROSOFT CORP
|
BUY | NEW | 692 | $235654 | — |
|
SPGI|S&P GLOBAL INC
|
BUY | NEW | 531 | $212873 | — |
|
RMNI|RIMINI STR INC DEL
|
SELL | -3.45% | 24.1K | $115310 | -46.8% |
| 2023-Q1 | |||||
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -2.37% | 8.2M | $432M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -2.46% | 6.1M | $632M | +4.1% |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -2.37% | 1.1M | $521M | +68.1% |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
SELL | -18.06% | 7.2M | $539M | — |
|
ELV|ELEVANCE HEALTH INC
|
SELL | -2.35% | 807.1K | $371M | +39.2% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -2.29% | 4.4M | $409M | +44.1% |
|
KMX|CARMAX INC
|
SELL | -2.20% | 6.1M | $394M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -2.16% | 781.5K | $341M | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.90% | 3.5M | $368M | — |
|
META|META PLATFORMS INC
|
SELL | -56.96% | 1.3M | $270M | — |
|
J|JACOBS SOLUTIONS INC
|
SELL | -2.09% | 2.6M | $310M | -3.7% |
|
MU|MICRON TECHNOLOGY INC
|
SELL | -2.13% | 4.7M | $281M | -31.4% |
|
COF|CAPITAL ONE FINL CORP
|
SELL | -1.96% | 2.7M | $259M | -1.6% |
|
NFLX|NETFLIX INC
|
SELL | -2.03% | 616.5K | $213M | -12.6% |
|
GOOG|ALPHABET INC
|
SELL | -5.21% | 2.0M | $212M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -2.05% | 2.3M | $187M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -3.57% | 491.0K | $152M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -3.19% | 182 | $85M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.68% | 821.6K | $67M | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
SELL | -4.82% | 937.9K | $63M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
BUY | +11.05% | 50.0K | $4M | — |
|
ASAIY|SENDAS DISTRIBUIDORA S A
|
BUY | +39.21% | 140.7K | $2M | — |
|
AMZN|AMAZON COM INC
|
BUY | +1.37% | 13.3K | $1M | — |
|
STLA|STELLANTIS N.V
|
BUY | +12.91% | 61.7K | $1M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -0.40% | 10.8K | $1M | — |
|
EQH|EQUITABLE HLDGS INC
|
BUY | +21.26% | 41.2K | $1M | — |
|
IVV|ISHARES TR
|
SELL | EXIT | — | — | +4.0% |
|
LAD|LITHIA MTRS INC
|
BUY | +4.71% | 2.2K | $494031 | — |
|
ISCV|ISHARES TR
|
BUY | NEW | 6.4K | $332826 | — |
|
2362120D|SINCLAIR BROADCAST GROUP INC
|
BUY | +1.35% | 18.0K | $308176 | — |
|
RMNI|RIMINI STR INC DEL
|
SELL | -18.09% | 24.9K | $102724 | -41.4% |
|
ATAI|ATAI LIFE SCIENCES NV
|
BUY | NEW | 42.1K | $76223 | — |
|
ANGI1EUR|ANGI INC
|
SELL | EXIT | — | — | — |
|
OPEN|OPENDOOR TECHNOLOGIES INC
|
SELL | EXIT | — | — | -90.2% |
| 2022-Q4 | |||||
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -3.22% | 8.4M | $703M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -14.43% | 1.1M | $599M | +83.9% |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -3.27% | 6.2M | $637M | +1.9% |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
SELL | -5.47% | 8.8M | $525M | — |
|
ELV|ELEVANCE HEALTH INC
|
SELL | -16.33% | 826.5K | $424M | +49.4% |
|
KMX|CARMAX INC
|
SELL | -3.05% | 6.3M | $382M | — |
|
META|META PLATFORMS INC
|
SELL | -3.14% | 3.0M | $357M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -2.93% | 798.7K | $379M | — |
|
GOOGL|ALPHABET INC
|
SELL | -2.37% | 3.6M | $316M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -3.16% | 4.5M | $336M | +18.9% |
|
J|JACOBS SOLUTIONS INC
|
SELL | -2.97% | 2.7M | $324M | -5.2% |
|
NFLX|NETFLIX INC
|
SELL | -48.76% | 629.3K | $186M | -23.0% |
|
COF|CAPITAL ONE FINL CORP
|
SELL | -2.82% | 2.7M | $255M | -8.7% |
|
MU|MICRON TECHNOLOGY INC
|
SELL | -3.15% | 4.8M | $238M | -35.5% |
|
GOOG|ALPHABET INC
|
SELL | -5.73% | 2.2M | $191M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -3.52% | 2.3M | $178M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -2.48% | 509.2K | $157M | — |
|
W|WAYFAIR INC
|
SELL | EXIT | — | — | -74.0% |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -5.53% | 188 | $88M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.58% | 835.6K | $63M | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
SELL | -2.24% | 985.4K | $53M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
SELL | -1.63% | 45.0K | $3M | — |
|
ASAIY|SENDAS DISTRIBUIDORA S A
|
BUY | +1.38% | 101.1K | $2M | — |
|
IVV|ISHARES TR
|
BUY | NEW | 2.5K | $945157 | — |
|
STLA|STELLANTIS N.V
|
BUY | +6.52% | 54.6K | $775561 | — |
|
LAD|LITHIA MTRS INC
|
BUY | NEW | 2.1K | $421969 | — |
|
RMNI|RIMINI STR INC DEL
|
BUY | +0.19% | 30.4K | $115969 | — |
|
ANGI1EUR|ANGI INC
|
BUY | +40.26% | 32.4K | $76100 | — |
| 2022-Q3 | |||||
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -1.60% | 1.3M | $667M | +81.8% |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -1.50% | 8.7M | $627M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -1.56% | 6.4M | $580M | -0.2% |
|
KMX|CARMAX INC
|
SELL | -3.57% | 6.5M | $427M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
SELL | -1.45% | 9.3M | $544M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -29.55% | 4.7M | $319M | +33.7% |
|
ELV|ELEVANCE HEALTH INC
|
SELL | -2.58% | 987.9K | $449M | +39.9% |
|
META|META PLATFORMS INC
|
BUY | +10.49% | 3.1M | $415M | — |
|
MU|MICRON TECHNOLOGY INC
|
SELL | -34.27% | 4.9M | $247M | -30.6% |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -1.75% | 822.9K | $360M | — |
|
GOOGL|ALPHABET INC
|
BUY | NEW | 3.7M | $351M | — |
|
NFLX|NETFLIX INC
|
SELL | -40.25% | 1.2M | $289M | -39.6% |
|
JECUSD|JACOBS ENGR GROUP INC
|
SELL | EXIT | — | — | — |
|
J|JACOBS SOLUTIONS INC
|
BUY | NEW | 2.8M | $302M | — |
|
GOOG|ALPHABET INC
|
BUY | NEW | 2.3M | $219M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -6.19% | 2.4M | $179M | — |
|
COF|CAPITAL ONE FINL CORP
|
BUY | NEW | 2.8M | $261M | — |
|
W|WAYFAIR INC
|
SELL | -4.98% | 4.7M | $153M | -60.0% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +2.45% | 522.1K | $139M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -0.81% | 849.1K | $63M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -8.29% | 199 | $81M | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
SELL | -3.61% | 1.0M | $53M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
BUY | +4.66% | 45.7K | $3M | — |
|
ASAIY|SENDAS DISTRIBUIDORA S A
|
BUY | +19.02% | 99.7K | $2M | — |
|
EQH|EQUITABLE HLDGS INC
|
BUY | +6.32% | 34.0K | $895000 | — |
|
STLA|STELLANTIS N.V
|
BUY | +20.31% | 51.3K | $607000 | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
SELL | EXIT | — | — | -61.4% |
|
RMNI|RIMINI STR INC DEL
|
SELL | -12.26% | 30.4K | $142000 | -30.8% |
|
OPEN|OPENDOOR TECHNOLOGIES INC
|
SELL | -21.17% | 17.5K | $54000 | -70.6% |
|
ANGI1EUR|ANGI INC
|
BUY | +9.39% | 23.1K | $68000 | — |
| 2022-Q2 | |||||
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -26.31% | 1.3M | $689M | +72.8% |
|
ELV|ELEVANCE HEALTH INC
|
SELL | -42.30% | 1.0M | $489M | +44.9% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -2.79% | 6.6M | $540M | +48.4% |
|
SCHW|SCHWAB CHARLES CORP
|
BUY | +7.44% | 8.9M | $559M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
SELL | -2.79% | 9.4M | $598M | — |
|
KMX|CARMAX INC
|
SELL | -2.75% | 6.7M | $607M | — |
|
META|META PLATFORMS INC
|
SELL | -2.31% | 2.8M | $447M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
BUY | +87.99% | 6.5M | $613M | — |
|
MU|MICRON TECHNOLOGY INC
|
SELL | -2.85% | 7.5M | $414M | -17.2% |
|
GOOGL|ALPHABET INC
|
SELL | -13.08% | 181.8K | $396M | — |
|
NFLX|NETFLIX INC
|
BUY | +43.84% | 2.1M | $359M | — |
|
GOOG|ALPHABET INC
|
SELL | -24.82% | 136.8K | $299M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -2.81% | 837.6K | $397M | — |
|
JECUSD|JACOBS ENGR GROUP INC
|
SELL | -2.70% | 2.8M | $359M | — |
|
W|WAYFAIR INC
|
BUY | +43.33% | 4.9M | $215M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -3.19% | 2.6M | $298M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -62.33% | 217 | $89M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +1.27% | 509.6K | $139M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.13% | 856.0K | $97M | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
SELL | -1.49% | 1.0M | $61M | — |
|
EXPD|EXPEDITORS INTL WASH INC
|
SELL | EXIT | — | — | -14.7% |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
SELL | -9.38% | 43.7K | $2M | — |
|
AMZN|AMAZON COM INC
|
BUY | NEW | 13.1K | $1M | — |
|
ASAIY|SENDAS DISTRIBUIDORA S A
|
SELL | -14.60% | 83.8K | $1M | +21.1% |
|
EQH|EQUITABLE HLDGS INC
|
BUY | +0.40% | 32.0K | $833000 | — |
|
STLA|STELLANTIS N.V
|
BUY | +5.47% | 42.6K | $527000 | — |
|
DIS|DISNEY WALT CO
|
SELL | EXIT | — | — | -3.5% |
|
RMNI|RIMINI STR INC DEL
|
BUY | +0.23% | 34.6K | $208000 | — |
|
VCTR|VICTORY CAP HLDGS INC
|
SELL | EXIT | — | — | -17.8% |
|
ANGI1EUR|ANGI INC
|
BUY | +1.46% | 21.1K | $97000 | — |
| 2022-Q1 | |||||
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -2.69% | 1.8M | $928M | +66.5% |
|
KMX|CARMAX INC
|
SELL | -1.03% | 6.9M | $665M | — |
|
META|META PLATFORMS INC
|
BUY | +7.17% | 2.8M | $630M | — |
|
ELV|ANTHEM INC
|
SELL | -0.71% | 1.8M | $863M | +31.9% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -2.71% | 6.8M | $708M | +91.6% |
|
MU|MICRON TECHNOLOGY INC
|
SELL | -0.94% | 7.7M | $600M | -0.7% |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -2.87% | 8.2M | $695M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
SELL | -2.89% | 9.7M | $677M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -3.56% | 861.8K | $474M | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.41% | 209.2K | $582M | — |
|
W|WAYFAIR INC
|
BUY | +9.06% | 3.4M | $381M | — |
|
GOOG|ALPHABET INC
|
SELL | -3.08% | 182.0K | $508M | — |
|
NFLX|NETFLIX INC
|
BUY | +84.36% | 1.4M | $535M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -0.93% | 3.5M | $458M | +29.1% |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.82% | 2.7M | $360M | — |
|
DIS|DISNEY WALT CO
|
SELL | -99.93% | 2.0K | $273000 | +27.0% |
|
JECUSD|JACOBS ENGR GROUP INC
|
SELL | -1.10% | 2.9M | $400M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -3.52% | 576 | $305M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -1.71% | 503.2K | $178M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
BUY | +0.25% | 865.8K | $113M | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
BUY | +1.56% | 1.1M | $67M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
SELL | -1.14% | 48.2K | $3M | — |
|
AMZN|AMAZON COM INC
|
SELL | -0.45% | 657 | $2M | — |
|
ASAIY|SENDAS DISTRIBUIDORA S A
|
BUY | +1.61% | 98.1K | $2M | — |
|
EQH|EQUITABLE HLDGS INC
|
BUY | +2.81% | 31.8K | $984000 | — |
|
STLA|STELLANTIS N.V
|
BUY | +4.12% | 40.4K | $657000 | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
SELL | -30.89% | 2.4K | $257000 | -51.2% |
|
PRI|PRIMERICA INC
|
SELL | EXIT | — | — | -1.6% |
|
VCTR|VICTORY CAP HLDGS INC
|
BUY | NEW | 7.2K | $207000 | — |
|
RMNI|RIMINI STR INC DEL
|
BUY | +24.40% | 34.5K | $200000 | — |
|
ANGI1EUR|ANGI INC
|
BUY | +30.69% | 20.8K | $118000 | — |
| 2021-Q4 | |||||
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -1.62% | 1.9M | $939M | +56.9% |
|
META|META PLATFORMS INC
|
SELL | -2.79% | 2.6M | $890M | — |
|
KMX|CARMAX INC
|
SELL | -2.58% | 7.0M | $908M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -1.28% | 7.0M | $840M | +87.9% |
|
ELV|ANTHEM INC
|
SELL | -2.82% | 1.8M | $820M | +23.8% |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -32.31% | 893.6K | $614M | — |
|
MU|MICRON TECHNOLOGY INC
|
SELL | -3.28% | 7.8M | $725M | -9.4% |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -2.11% | 8.5M | $713M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
SELL | -1.59% | 10.0M | $632M | — |
|
GOOGL|ALPHABET INC
|
BUY | +1.92% | 210.0K | $608M | — |
|
W|WAYFAIR INC
|
BUY | +32.52% | 3.2M | $599M | — |
|
GOOG|ALPHABET INC
|
SELL | -4.10% | 187.7K | $543M | — |
|
NFLX|NETFLIX INC
|
SELL | -2.22% | 775.1K | $467M | +26.1% |
|
DIS|DISNEY WALT CO
|
SELL | -0.96% | 2.8M | $435M | +41.1% |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -0.57% | 3.5M | $479M | +34.4% |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.22% | 2.7M | $437M | — |
|
JECUSD|JACOBS ENGR GROUP INC
|
SELL | -2.24% | 2.9M | $409M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -19.11% | 597 | $269M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -6.75% | 863.6K | $139M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +9.04% | 512.0K | $153M | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
BUY | +3.40% | 1.0M | $62M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
SELL | -29.35% | 48.8K | $4M | — |
|
ASAIY|SENDAS DISTRIBUIDORA S A
|
BUY | NEW | 96.5K | $1M | — |
|
STLA|STELLANTIS N.V
|
BUY | +0.58% | 38.8K | $728000 | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
SELL | -0.58% | 3.4K | $406000 | -40.0% |
|
RMNI|RIMINI STR INC DEL
|
BUY | +24.04% | 27.8K | $166000 | — |
| 2021-Q3 | |||||
|
META|FACEBOOK INC
|
BUY | +9.82% | 2.7M | $923M | — |
|
KMX|CARMAX INC
|
BUY | +6.36% | 7.2M | $915M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | +20.88% | 7.1M | $789M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -17.67% | 1.3M | $773M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -1.43% | 1.9M | $743M | +43.9% |
|
ELV|ANTHEM INC
|
SELL | -1.22% | 1.8M | $679M | +10.6% |
|
MU|MICRON TECHNOLOGY INC
|
SELL | -1.31% | 8.0M | $571M | -12.3% |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -1.47% | 8.7M | $631M | — |
|
W|WAYFAIR INC
|
BUY | +82.65% | 2.4M | $608M | — |
|
GOOGL|ALPHABET INC
|
SELL | -1.06% | 206.1K | $551M | — |
|
GOOG|ALPHABET INC
|
SELL | -7.19% | 195.8K | $522M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
SELL | -1.44% | 10.1M | $522M | — |
|
NFLX|NETFLIX INC
|
SELL | -0.92% | 792.7K | $484M | +7.6% |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.24% | 2.7M | $474M | — |
|
DIS|DISNEY WALT CO
|
BUY | +5.51% | 2.8M | $479M | — |
|
JECUSD|JACOBS ENGR GROUP INC
|
SELL | -1.55% | 3.0M | $398M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
BUY | +3.69% | 3.5M | $405M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -3.02% | 738 | $304M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | EXIT | — | — | -9.9% |
|
ANETEUR|ARISTA NETWORKS INC
|
SELL | EXIT | — | — | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -22.58% | 469.6K | $128M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.95% | 926.1K | $156M | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
BUY | +218.95% | 1.0M | $48M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
BUY | +0.30% | 69.1K | $4M | — |
|
EQH|EQUITABLE HLDGS INC
|
BUY | +1.64% | 31.0K | $918000 | — |
|
STLA|STELLANTIS N.V
|
SELL | -17.03% | 38.6K | $737000 | +18.8% |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +0.88% | 3.4K | $509000 | — |
|
OPEN|OPENDOOR TECHNOLOGIES INC
|
BUY | NEW | 22.2K | $456000 | — |
|
RMNI|RIMINI STR INC DEL
|
BUY | NEW | 22.4K | $216000 | — |
|
ANGI1EUR|ANGI INC
|
BUY | +27.29% | 15.9K | $196000 | — |
|
IMXI|INTERNATIONAL MNY EXPRESS IN
|
SELL | EXIT | — | — | +7.2% |
|
GTT1USD|GTT COMMUNICATIONS INC
|
SELL | EXIT | — | — | — |
| 2021-Q2 | |||||
|
KMX|CARMAX INC
|
SELL | -1.28% | 6.7M | $869M | — |
|
META|FACEBOOK INC
|
SELL | -1.56% | 2.5M | $861M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +2.65% | 1.9M | $772M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -1.07% | 1.6M | $728M | — |
|
ELV|ANTHEM INC
|
BUY | +57.36% | 1.8M | $704M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -1.20% | 5.8M | $703M | +122.5% |
|
MU|MICRON TECHNOLOGY INC
|
BUY | +53.02% | 8.1M | $692M | — |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -3.75% | 8.8M | $640M | — |
|
GOOG|ALPHABET INC
|
SELL | -1.37% | 210.9K | $529M | — |
|
GOOGL|ALPHABET INC
|
SELL | -1.53% | 208.3K | $509M | — |
|
JECUSD|JACOBS ENGR GROUP INC
|
SELL | -21.54% | 3.1M | $407M | — |
|
DIS|DISNEY WALT CO
|
SELL | -1.43% | 2.7M | $472M | +63.6% |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
SELL | -1.41% | 10.3M | $496M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.11% | 2.8M | $483M | — |
|
ANETEUR|ARISTA NETWORKS INC
|
SELL | -56.83% | 619.9K | $225M | — |
|
NFLX|NETFLIX INC
|
BUY | +15.26% | 800.1K | $423M | — |
|
W|WAYFAIR INC
|
SELL | -1.20% | 1.3M | $411M | +197.8% |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -0.77% | 3.4M | $403M | +15.5% |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -5.58% | 761 | $319M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -0.86% | 1.9M | $269M | +2.9% |
|
MA|MASTERCARD INCORPORATED
|
SELL | EXIT | — | — | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -2.39% | 606.5K | $169M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -0.94% | 944.5K | $159M | — |
|
V|VISA INC
|
SELL | EXIT | — | — | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
SELL | -3.75% | 316.9K | $14M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
SELL | -3.74% | 68.9K | $3M | — |
|
AMZN|AMAZON COM INC
|
SELL | -2.51% | 660 | $2M | — |
|
EQH|EQUITABLE HLDGS INC
|
SELL | -2.56% | 30.5K | $927000 | +25.5% |
|
STLA|STELLANTIS N.V
|
SELL | -3.56% | 46.5K | $917000 | +10.0% |
|
BABA|ALIBABA GROUP HLDG LTD
|
SELL | -2.85% | 3.4K | $772000 | -8.7% |
|
2362120D|SINCLAIR BROADCAST GROUP INC
|
SELL | -14.82% | 17.7K | $589000 | — |
|
IMXI|INTERNATIONAL MNY EXPRESS IN
|
BUY | +10.08% | 12.4K | $184000 | — |
|
ANGI1EUR|ANGI INC
|
BUY | +4.45% | 12.5K | $169000 | — |
|
GTT1USD|GTT COMMUNICATIONS INC
|
SELL | -11.54% | 21.3K | $52000 | — |
| 2021-Q1 | |||||
|
KMX|CARMAX INC
|
BUY | +4.04% | 6.8M | $904M | — |
|
META|FACEBOOK INC
|
BUY | +13.38% | 2.5M | $741M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -11.50% | 5.9M | $700M | +135.7% |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +2.26% | 1.9M | $699M | — |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -2.10% | 9.1M | $596M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
BUY | +1.14% | 1.6M | $584M | — |
|
ANETEUR|ARISTA NETWORKS INC
|
SELL | -25.87% | 1.4M | $433M | — |
|
JECUSD|JACOBS ENGR GROUP INC
|
SELL | -2.34% | 3.9M | $503M | — |
|
DIS|DISNEY WALT CO
|
SELL | -1.56% | 2.7M | $503M | +70.6% |
|
MU|MICRON TECHNOLOGY INC
|
BUY | NEW | 5.3M | $470M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
SELL | -1.15% | 10.4M | $452M | — |
|
GOOG|ALPHABET INC
|
SELL | -2.10% | 213.9K | $442M | — |
|
GOOGL|ALPHABET INC
|
SELL | -1.88% | 211.5K | $436M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
BUY | +34.65% | 2.8M | $422M | — |
|
ELV|ANTHEM INC
|
BUY | NEW | 1.2M | $421M | — |
|
W|WAYFAIR INC
|
SELL | -26.43% | 1.3M | $415M | +178.2% |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -1.31% | 3.4M | $382M | +14.8% |
|
NFLX|NETFLIX INC
|
SELL | -1.04% | 694.1K | $362M | +4.1% |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -18.99% | 806 | $311M | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -47.52% | 503.7K | $179M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -1.49% | 1.9M | $269M | -5.8% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -40.75% | 621.3K | $159M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.21% | 953.5K | $138M | — |
|
V|VISA INC
|
SELL | -30.14% | 363.9K | $77M | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
SELL | -2.12% | 329.3K | $13M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
SELL | -8.40% | 71.5K | $3M | — |
|
AMZN|AMAZON COM INC
|
SELL | -1.17% | 677 | $2M | — |
|
EQH|EQUITABLE HLDGS INC
|
BUY | +110.34% | 31.3K | $1M | — |
|
STLA|STELLANTIS N.V
|
BUY | NEW | 48.2K | $858000 | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | NEW | 3.5K | $795000 | — |
|
FCAU|Fiat Chrysler Automobiles NV s
|
SELL | EXIT | — | — | — |
|
2362120D|SINCLAIR BROADCAST GROUP INC
|
SELL | -2.42% | 20.8K | $609000 | — |
|
PG|PROCTER AND GAMBLE CO
|
SELL | EXIT | — | — | — |
|
UNP|UNION PAC CORP
|
SELL | EXIT | — | — | — |
|
AEP|AMERICAN ELEC PWR CO INC
|
SELL | EXIT | — | — | — |
|
KO|COCA COLA CO
|
SELL | EXIT | — | — | — |
|
EIX|EDISON INTL
|
SELL | EXIT | — | — | -4.3% |
|
PRI|PRIMERICA INC
|
BUY | NEW | 1.4K | $207000 | — |
|
PGR|PROGRESSIVE CORP
|
SELL | EXIT | — | — | -4.2% |
|
IMXI|INTERNATIONAL MNY EXPRESS IN
|
BUY | NEW | 11.3K | $169000 | — |
| 2020-Q4 | |||||
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -0.86% | 6.7M | $729M | +77.0% |
|
W|WAYFAIR INC
|
SELL | -23.23% | 1.8M | $405M | +144.5% |
|
GOOG|ALPHABET INC
|
SELL | -52.31% | 218.5K | $383M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -0.46% | 1.8M | $644M | +18.5% |
|
KMX|CARMAX INC
|
SELL | -0.45% | 6.5M | $619M | — |
|
META|Facebook Inc Cl A
|
SELL | -1.59% | 2.2M | $606M | — |
|
ANETEUR|ARISTA NETWORKS INC
|
SELL | -0.62% | 1.9M | $563M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
BUY | +24.10% | 1.6M | $555M | — |
|
DIS|DISNEY WALT CO
|
SELL | -0.89% | 2.8M | $501M | +29.9% |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -2.83% | 9.3M | $495M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
SELL | -0.13% | 10.6M | $450M | — |
|
JECUSD|JACOBS ENGR GROUP INC
|
SELL | -3.40% | 4.0M | $434M | — |
|
ICE|Intercontinental Exchange Inc.
|
SELL | -0.42% | 3.5M | $400M | +2.7% |
|
NFLX|Netflix Com Inc
|
BUY | NEW | 701.4K | $379M | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.10% | 215.6K | $378M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -0.80% | 995 | $346M | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -3.59% | 959.8K | $343M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -4.54% | 2.1M | $331M | — |
|
FIS|Fidelity Natl Info Svcs Inc
|
SELL | -0.31% | 1.9M | $275M | -0.3% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -4.42% | 1.0M | $243M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -0.47% | 965.2K | $152M | — |
|
V|VISA INC
|
SELL | -1.85% | 520.9K | $114M | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
SELL | -0.41% | 336.4K | $13M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
SELL | -1.73% | 78.1K | $3M | — |
|
AMZN|AMAZON COM INC
|
SELL | -1.01% | 685 | $2M | — |
|
FCAU|Fiat Chrysler Automobiles NV s
|
BUY | +7.59% | 42.0K | $759000 | — |
|
EQH|Equitable Holdings Inc
|
BUY | NEW | 14.9K | $380000 | — |
|
EIX|EDISON INTL
|
BUY | NEW | 3.4K | $213000 | — |
|
PGR|PROGRESSIVE CORP
|
BUY | NEW | 2.1K | $205000 | — |
|
ANGI1EUR|ANGI HOMESERVICES INC
|
SELL | -2.44% | 12.0K | $158000 | — |
|
WTRHUSD|WAITR HLDGS INC
|
SELL | EXIT | — | — | — |
| 2020-Q3 | |||||
|
GOOG|ALPHABET INC
|
SELL | -10.90% | 458.1K | $673M | — |
|
W|WAYFAIR INC
|
SELL | -21.34% | 2.3M | $680M | +161.6% |
|
KMX|CARMAX INC
|
SELL | -2.25% | 6.6M | $605M | — |
|
META|FACEBOOK INC
|
SELL | -1.60% | 2.3M | $591M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +28.74% | 1.8M | $576M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -1.16% | 6.7M | $547M | +49.8% |
|
CACC|CREDIT ACCEP CORP MICH
|
BUY | +7.05% | 1.3M | $437M | — |
|
ANETEUR|ARISTA NETWORKS INC
|
SELL | -1.48% | 1.9M | $403M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
BUY | +3.43% | 10.6M | $384M | — |
|
JECUSD|JACOBS ENGR GROUP INC
|
SELL | -1.77% | 4.1M | $383M | — |
|
GOOGL|ALPHABET INC
|
SELL | -13.05% | 215.8K | $316M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
BUY | NEW | 3.5M | $349M | — |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -2.33% | 9.6M | $348M | — |
|
DIS|DISNEY WALT CO
|
SELL | -0.77% | 2.8M | $347M | +16.8% |
|
MA|MASTERCARD INCORPORATED
|
SELL | -0.24% | 995.5K | $337M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -2.43% | 1.0K | $321M | — |
|
AMZN|AMAZON COM INC
|
SELL | -99.40% | 692 | $2M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.97% | 2.2M | $313M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
BUY | NEW | 2.0M | $287M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -0.80% | 1.1M | $234M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.02% | 969.7K | $138M | — |
|
V|VISA INC
|
SELL | -5.01% | 530.7K | $106M | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
SELL | -2.97% | 337.8K | $11M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
SELL | -0.13% | 79.5K | $3M | — |
|
JD|JD.COM INC
|
SELL | EXIT | — | — | — |
|
PG|PROCTER AND GAMBLE CO
|
SELL | -36.90% | 3.2K | $451000 | — |
|
UNP|UNION PAC CORP
|
SELL | -38.78% | 2.1K | $405000 | — |
|
AEP|AMERICAN ELEC PWR CO INC
|
SELL | -43.67% | 3.8K | $308000 | — |
|
FCAU|FIAT CHRYSLER AUTOMOBILES N
|
BUY | +3.22% | 39.0K | $476000 | — |
|
KO|COCA COLA CO
|
SELL | -47.31% | 5.6K | $274000 | — |
|
EIX|EDISON INTL
|
SELL | EXIT | — | — | -13.9% |
|
BABA|Alibaba Group Sh ADR
|
SELL | EXIT | — | — | +55.9% |
|
2362120D|SINCLAIR BROADCAST GROUP INC
|
BUY | +2.26% | 21.3K | $410000 | — |
|
SAILEUR|Sailpoint Technologies Holding
|
SELL | EXIT | — | — | — |
|
ANGI1EUR|ANGI HOMESERVICES INC
|
SELL | -16.37% | 12.3K | $136000 | — |
|
WTRHUSD|WAITR HLDGS INC
|
SELL | -36.91% | 12.0K | $39000 | — |
| 2020-Q2 | |||||
|
GOOG|ALPHABET INC
|
SELL | -19.25% | 514.1K | $727M | — |
|
KMX|CARMAX INC
|
SELL | -26.57% | 6.7M | $603M | — |
|
W|WAYFAIR INC
|
SELL | -42.61% | 3.0M | $587M | +57.3% |
|
META|Facebook Inc Cl A
|
BUY | +3.27% | 2.3M | $521M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
BUY | +3.43% | 1.2M | $505M | — |
|
UNH|Unitedhealth Group Inc
|
BUY | +1.26% | 1.4M | $423M | — |
|
ANETEUR|ARISTA NETWORKS INC
|
SELL | -1.32% | 2.0M | $415M | — |
|
SCHW|SCHWAB CHARLES CORP
|
SELL | -16.81% | 9.8M | $332M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | +124.04% | 6.8M | $388M | — |
|
JECUSD|JACOBS ENGR GROUP INC
|
SELL | -1.05% | 4.2M | $356M | — |
|
GOOGL|ALPHABET INC
|
SELL | -8.84% | 248.2K | $352M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
BUY | +4.57% | 10.2M | $324M | — |
|
AMZN|AMAZON COM INC
|
SELL | -1.29% | 115.3K | $318M | — |
|
DIS|DISNEY WALT CO
|
BUY | NEW | 2.8M | $314M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -10.76% | 1.0K | $275M | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -19.14% | 997.9K | $295M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.07% | 2.2M | $277M | — |
|
BKNG|BOOKING HLDGS INC
|
SELL | EXIT | — | — | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -14.89% | 1.1M | $197M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -0.78% | 979.8K | $120M | — |
|
V|VISA INC
|
SELL | -22.80% | 558.7K | $108M | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
SELL | -0.50% | 348.1K | $10M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
SELL | -1.63% | 79.6K | $2M | — |
|
PG|PROCTER AND GAMBLE CO
|
SELL | -4.72% | 5.1K | $615000 | — |
|
UNP|UNION PAC CORP
|
SELL | -5.11% | 3.4K | $568000 | — |
|
AEP|AMERICAN ELEC PWR CO INC
|
SELL | -5.34% | 6.7K | $532000 | — |
|
KO|COCA COLA CO
|
SELL | -6.02% | 10.6K | $471000 | — |
|
EIX|EDISON INTL
|
SELL | -6.44% | 7.9K | $427000 | -6.5% |
|
SAILEUR|Sailpoint Technologies Holding
|
BUY | +0.34% | 14.7K | $388000 | — |
|
FCAU|Fiat Chrysler Automobiles NV s
|
SELL | -0.47% | 37.8K | $387000 | — |
|
PGR|PROGRESSIVE CORP OHIO
|
SELL | EXIT | — | — | +2.0% |
|
ANGI1EUR|ANGI HOMESERVICES INC
|
BUY | +20.52% | 14.7K | $178000 | — |
|
WTRHUSD|WAITR HLDGS INC
|
SELL | -36.53% | 19.0K | $50000 | — |
| 2020-Q1 | |||||
|
GOOG|ALPHABET INC
|
SELL | -12.32% | 636.7K | $740M | — |
|
KMX|CARMAX INC
|
BUY | +15.26% | 9.2M | $493M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -39.75% | 1.2K | $313M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
BUY | +1.27% | 1.2M | $298M | — |
|
JECUSD|JACOBS ENGR GROUP INC
|
SELL | -24.52% | 4.2M | $336M | — |
|
META|FACEBOOK INC
|
SELL | -2.37% | 2.2M | $370M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DEL
|
SELL | -3.64% | 9.8M | $266M | — |
|
MA|MASTERCARD INC
|
SELL | -10.00% | 1.2M | $298M | — |
|
SCHW|SCHWAB CHARLES CORP
|
BUY | +38.31% | 11.8M | $397M | — |
|
ANETEUR|ARISTA NETWORKS INC
|
BUY | +15.15% | 2.0M | $406M | — |
|
GOOGL|ALPHABET INC
|
SELL | -1.37% | 272.3K | $316M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -22.84% | 2.3M | $250M | — |
|
W|WAYFAIR INC
|
BUY | +29.46% | 5.2M | $276M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +294.27% | 1.4M | $353M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +20.10% | 200.6K | $270M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -9.50% | 1.3M | $238M | — |
|
AMZN|AMAZON COM INC
|
SELL | -25.30% | 116.9K | $228M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | +2.18% | 3.0M | $146M | — |
|
V|VISA INC
|
SELL | -13.32% | 723.7K | $117M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -2.17% | 987.5K | $106M | — |
|
LM05|LIBERTY MEDIA CORP DEL
|
SELL | -3.13% | 349.9K | $9M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -22.67% | 10.8K | $826000 | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
BUY | +10.61% | 80.9K | $989000 | — |
|
UNP|UNION PAC CORP
|
SELL | -24.09% | 3.5K | $499000 | — |
|
AEP|AMERICAN ELEC PWR CO INC
|
SELL | -20.57% | 7.1K | $565000 | — |
|
EIX|EDISON INTL
|
SELL | -23.25% | 8.4K | $461000 | +22.6% |
|
PG|PROCTER & GAMBLE CO
|
SELL | -18.22% | 5.4K | $594000 | — |
|
KO|COCA COLA CO
|
SELL | -21.28% | 11.2K | $497000 | — |
|
FCAU|FIAT CHRYSLER AUTOMOBILES N
|
BUY | +0.58% | 38.0K | $273000 | — |
|
TJX|TJX COS INC NEW
|
SELL | EXIT | — | — | — |
|
SAILEUR|SAILPOINT TECHNLGIES HLDGS I
|
SELL | -8.85% | 14.6K | $222000 | — |
|
2362120D|SINCLAIR BROADCAST GROUP INC
|
BUY | NEW | 20.8K | $335000 | — |
|
PGR|PROGRESSIVE CORP OHIO
|
BUY | NEW | 3.5K | $261000 | — |
|
JPM|JPMORGAN CHASE & CO
|
SELL | EXIT | — | — | +18.2% |
|
WFC|WELLS FARGO CO NEW
|
SELL | EXIT | — | — | — |
|
ANGI1EUR|ANGI HOMESERVICES INC
|
BUY | NEW | 12.2K | $64000 | — |
|
RMNI|RIMINI STR INC DEL
|
SELL | EXIT | — | — | -35.0% |
|
WTRHUSD|WAITR HLDGS INC
|
BUY | +3.01% | 29.9K | $37000 | — |
| 2019-Q4 | |||||
|
GOOG|ALPHABET INC
|
SELL | -3.52% | 726.1K | $971M | — |
|
KMX|CARMAX INC
|
SELL | -19.07% | 8.0M | $697M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -13.84% | 1.9K | $649M | — |
|
JECUSD|JACOBS ENGR GROUP INC
|
SELL | -3.45% | 5.6M | $505M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
BUY | +6.67% | 1.2M | $509M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DELAWARE
|
SELL | -16.07% | 10.2M | $467M | — |
|
META|FACEBOOK INC
|
SELL | -1.79% | 2.3M | $467M | — |
|
MA|MASTERCARD INC
|
SELL | -3.41% | 1.4M | $409M | — |
|
SCHW|THE CHARLES SCHWAB CORPORATI
|
SELL | -1.78% | 8.5M | $407M | — |
|
AMZN|AMAZON COM INC
|
SELL | -27.33% | 156.4K | $289M | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.81% | 276.0K | $370M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -5.92% | 2.9M | $368M | — |
|
W|WAYFAIR INC
|
BUY | +38.70% | 4.0M | $361M | — |
|
ANETEUR|ARISTA NETWORKS INC
|
BUY | NEW | 1.7M | $354M | — |
|
BKNG|BOOKING HLDGS INC
|
SELL | -4.58% | 167.0K | $343M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +5.62% | 1.4M | $325M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -99.00% | 14.0K | $2M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | NEW | 3.0M | $173M | — |
|
V|VISA INC
|
SELL | -2.37% | 834.9K | $157M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.39% | 1.0M | $126M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | NEW | 359.2K | $106M | — |
|
LM05|LIBERTY MEDIA CORP DELAWARE
|
SELL | -3.03% | 361.2K | $16M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
BUY | +0.18% | 73.1K | $2M | — |
|
AEP|AMERICAN ELEC PWR CO INC
|
SELL | -28.09% | 8.9K | $840000 | — |
|
PG|PROCTER & GAMBLE CO
|
SELL | -27.74% | 6.6K | $825000 | — |
|
EIX|EDISON INTL
|
SELL | -24.33% | 11.0K | $826000 | — |
|
KO|COCA COLA CO
|
SELL | -26.99% | 14.3K | $789000 | — |
|
UNP|UNION PACIFIC CORP
|
SELL | -26.55% | 4.7K | $843000 | — |
|
TJX|TJX COS INC NEW
|
SELL | -52.62% | 8.1K | $497000 | — |
|
COST|COSTCO WHSL CORP NEW
|
SELL | EXIT | — | — | — |
|
JD|JD COM INC
|
SELL | -7.59% | 12.0K | $423000 | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
SELL | -4.56% | 1.9K | $413000 | +10.4% |
|
SAILEUR|SAILPOINT TECHNLGIES HLDGS I
|
BUY | +14.51% | 16.0K | $378000 | — |
|
IDXX|IDEXX LABS INC
|
SELL | EXIT | — | — | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -9.58% | 4.2K | $225000 | — |
|
AAPL|APPLE INC
|
SELL | EXIT | — | — | +26.0% |
|
WTRHUSD|WAITR HLDGS INC
|
BUY | +3.37% | 29.0K | $9000 | — |
| 2019-Q3 | |||||
|
GOOG|ALPHABET INC
|
BUY | +0.61% | 752.6K | $917M | — |
|
KMX|CARMAX INC
|
SELL | -0.97% | 9.8M | $864M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -1.64% | 2.2K | $692M | — |
|
MA|MASTERCARD INC
|
SELL | -29.61% | 1.4M | $386M | — |
|
JECUSD|JACOBS ENGR GROUP INC
|
SELL | -0.92% | 5.8M | $533M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -0.65% | 1.1M | $498M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DELAWARE
|
SELL | -1.44% | 12.1M | $503M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
SELL | -99.93% | 2.0K | $341000 | +4.0% |
|
META|FACEBOOK INC
|
BUY | +9.59% | 2.3M | $412M | — |
|
AMZN|AMAZON COM INC
|
SELL | -0.94% | 215.2K | $374M | — |
|
SCHW|THE CHARLES SCHWAB CORPORATI
|
SELL | -0.65% | 8.7M | $364M | — |
|
BKNG|BOOKING HLDGS INC
|
SELL | -0.80% | 175.0K | $343M | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.05% | 278.3K | $340M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.00% | 3.1M | $325M | — |
|
W|WAYFAIR INC
|
BUY | +475.81% | 2.9M | $323M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -0.94% | 1.4M | $283M | — |
|
V|VISA INC
|
SELL | -40.93% | 855.1K | $147M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -0.61% | 1.4M | $174M | — |
|
2362120D|SINCLAIR BROADCAST GROUP INC
|
SELL | EXIT | — | — | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -0.75% | 1.0M | $107M | — |
|
Yandex NV Shs
|
SELL | EXIT | — | — | — |
|
BMCH|BMC Stock Holdings Inc.
|
SELL | EXIT | — | — | — |
|
EQH|AXA EQUITABLE HLDGS INC
|
SELL | EXIT | — | — | +1.2% |
|
GTT1USD|GTT COMMUNICATIONS INC
|
SELL | -98.67% | 24.1K | $227000 | — |
|
RH|RH Com
|
SELL | EXIT | — | — | +34.9% |
|
GTY|GTY TECHNOLOGY HOLDINGS INC
|
SELL | EXIT | — | — | -3.9% |
|
BIDUN|BAIDU INC
|
SELL | EXIT | — | — | — |
|
CARG|CARGURUS INC
|
SELL | EXIT | — | — | -11.4% |
|
DOMO|DOMO INC
|
SELL | EXIT | — | — | +29.8% |
|
LM05|LIBERTY MEDIA CORP DELAWARE
|
SELL | -0.07% | 372.5K | $15M | — |
|
IQ|Iqiyi Inc ADR
|
SELL | EXIT | — | — | -14.8% |
|
CD8|CRESUD S A C I F Y A
|
SELL | EXIT | — | — | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
SELL | -0.67% | 73.0K | $2M | — |
|
EIX|EDISON INTL
|
SELL | -23.54% | 14.5K | $1M | — |
|
PG|PROCTER & GAMBLE CO
|
SELL | -16.73% | 9.1K | $1M | — |
|
KO|COCA COLA CO
|
SELL | -14.67% | 19.5K | $1M | — |
|
AEP|AMERICAN ELEC PWR CO INC
|
SELL | -5.53% | 12.4K | $1M | — |
|
UNP|UNION PACIFIC CORP
|
SELL | -5.65% | 6.4K | $1M | — |
|
AABAUSD|ALTABA INC
|
SELL | EXIT | — | — | — |
|
TJX|TJX COS INC NEW
|
SELL | -1.05% | 17.2K | $958000 | — |
|
COST|COSTCO WHSL CORP NEW
|
SELL | -2.58% | 2.4K | $696000 | — |
|
FCAU|FIAT CHRYSLER AUTOMOBILES N
|
SELL | -1.12% | 37.7K | $489000 | — |
|
JD|JD COM INC
|
SELL | -2.50% | 13.0K | $366000 | — |
|
XRAY|DENTSPLY SIRONA INC
|
SELL | EXIT | — | — | -2.9% |
|
WFC|WELLS FARGO CO NEW
|
SELL | -5.61% | 4.6K | $233000 | — |
|
AAPL|APPLE INC
|
BUY | NEW | 1.0K | $224000 | — |
|
JPM|JPMORGAN CHASE & CO
|
BUY | NEW | 1.7K | $201000 | — |
|
WTRHUSD|WAITR HLDGS INC
|
BUY | +88.79% | 28.1K | $36000 | — |
|
RMNI|RIMINI STR INC DEL
|
SELL | -6.12% | 10.1K | $44000 | -28.1% |
| 2019-Q2 | |||||
|
GOOGL|ALPHABET INC
|
SELL | -66.06% | 278.4K | $301M | — |
|
GOOG|ALPHABET INC
|
SELL | -1.44% | 748.0K | $809M | — |
|
KMX|CARMAX INC
|
SELL | -13.50% | 9.9M | $861M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -0.70% | 2.3K | $718M | — |
|
AMZN|AMAZON COM INC
|
SELL | -32.74% | 217.3K | $411M | — |
|
MA|MASTERCARD INC
|
BUY | +0.13% | 2.0M | $534M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -0.59% | 1.1M | $526M | — |
|
BABA|Alibaba Group Sh ADR
|
BUY | +146.17% | 2.9M | $498M | — |
|
JECUSD|JACOBS ENGR GROUP INC
|
SELL | -8.84% | 5.9M | $496M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DELAWARE
|
SELL | -0.74% | 12.3M | $459M | — |
|
FCAU|FIAT CHRYSLER AUTOMOBILES N
|
SELL | -99.86% | 38.2K | $527000 | — |
|
META|FACEBOOK INC
|
SELL | -1.26% | 2.1M | $408M | — |
|
SCHW|THE CHARLES SCHWAB CORPORATI
|
SELL | -1.04% | 8.8M | $352M | — |
|
BKNG|BOOKING HLDGS INC
|
SELL | -1.15% | 176.4K | $331M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.45% | 3.1M | $327M | — |
|
AABAUSD|ALTABA INC
|
SELL | -99.62% | 15.1K | $1M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -3.04% | 1.4M | $293M | — |
|
V|VISA INC
|
SELL | -2.68% | 1.4M | $251M | — |
|
JD|JD COM INC
|
SELL | -99.84% | 13.3K | $403000 | — |
|
MHK|MOHAWK INDS INC
|
SELL | -0.26% | 1.4M | $209M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
SELL | -99.15% | 73.5K | $1M | — |
|
2362120D|SINCLAIR BROADCAST GROUP INC
|
BUY | +60.61% | 2.1M | $114M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.04% | 1.0M | $106M | — |
|
EQH|AXA EQUITABLE HLDGS INC
|
BUY | NEW | 1.8M | $38M | — |
|
RH|RH Com
|
BUY | +16.28% | 250.0K | $29M | — |
|
GTY|GTY TECHNOLOGY HOLDINGS INC
|
BUY | NEW | 4.0M | $27M | — |
|
DOMO|DOMO INC
|
BUY | +11.93% | 750.0K | $20M | — |
|
AYXEUR|ALTERYX INC
|
SELL | EXIT | — | — | — |
|
CARG|CARGURUS INC
|
BUY | +70.69% | 605.0K | $22M | — |
|
DHI|D R HORTON INC
|
SELL | EXIT | — | — | +2.3% |
|
LM05|LIBERTY MEDIA CORP DELAWARE
|
SELL | -2.14% | 372.7K | $13M | — |
|
APPN|APPIAN CORP
|
SELL | EXIT | — | — | +28.0% |
|
SAILEUR|SAILPOINT TECHNLGIES HLDGS I
|
SELL | -96.50% | 14.0K | $281000 | — |
|
NETSHOES CAYMAN LTD
|
SELL | EXIT | — | — | — |
|
TJX|TJX COS INC NEW
|
SELL | -45.57% | 17.4K | $918000 | — |
|
PG|PROCTER AND GAMBLE CO
|
SELL | -17.46% | 11.0K | $1M | — |
|
EIX|EDISON INTL
|
SELL | -11.31% | 18.9K | $1M | — |
|
UNP|UNION PACIFIC CORP
|
SELL | -11.42% | 6.7K | $1M | — |
|
ANETEUR|ARISTA NETWORKS INC
|
BUY | NEW | 3.6K | $935000 | — |
|
COST|COSTCO WHSL CORP NEW
|
SELL | -14.84% | 2.5K | $655000 | — |
|
EA|ELECTRONIC ARTS INC
|
SELL | EXIT | — | — | +7.4% |
|
WFC|WELLS FARGO CO NEW
|
SELL | -16.58% | 4.9K | $232000 | — |
|
XRAY|DENTSPLY SIRONA INC
|
BUY | NEW | 4.0K | $234000 | — |
|
WTRHUSD|WAITR HLDGS INC
|
BUY | NEW | 14.9K | $94000 | — |
| 2019-Q1 | |||||
|
GOOGL|ALPHABET INC
|
SELL | -0.42% | 820.3K | $965M | — |
|
GOOG|ALPHABET INC
|
SELL | -6.06% | 758.9K | $890M | — |
|
KMX|CARMAX INC
|
SELL | -1.39% | 11.5M | $800M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -7.79% | 2.3K | $684M | — |
|
AMZN|AMAZON COM INC
|
SELL | -2.47% | 323.0K | $575M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
BUY | +1.07% | 1.1M | $494M | — |
|
JECUSD|JACOBS ENGR GROUP INC
|
BUY | +2.95% | 6.4M | $485M | — |
|
MA|MASTERCARD INC
|
SELL | -0.45% | 2.0M | $474M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DELAWARE
|
SELL | -4.65% | 12.4M | $433M | — |
|
FCAU|FIAT CHRYSLER AUTOMOBILES N
|
BUY | +0.04% | 28.1M | $417M | — |
|
SCHW|THE CHARLES SCHWAB CORPORATI
|
BUY | +8.53% | 8.9M | $379M | — |
|
META|FACEBOOK INC
|
SELL | -22.87% | 2.1M | $357M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -9.80% | 1.4M | $284M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +5.90% | 178.5K | $311M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -6.40% | 3.2M | $292M | — |
|
EA|ELECTRONIC ARTS INC
|
SELL | -99.89% | 3.8K | $384000 | +9.1% |
|
JD|JD COM INC
|
SELL | -5.19% | 8.2M | $248M | — |
|
V|VISA INC
|
SELL | -4.27% | 1.5M | $232M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +3.46% | 1.2M | $218M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +5.00% | 1.4M | $179M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
BUY | +0.12% | 8.7M | $116M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -6.24% | 1.0M | $96M | — |
|
W|WAYFAIR INC
|
SELL | -21.92% | 500.3K | $74M | +14.6% |
|
RH|RH
|
SELL | -6.52% | 215.0K | $22M | +30.7% |
|
DOMO|DOMO INC
|
BUY | +3.09% | 670.1K | $27M | — |
|
TJX|TJX COS INC NEW
|
SELL | -92.80% | 31.9K | $2M | — |
|
MTH|MERITAGE HOMES CORP
|
SELL | EXIT | — | — | — |
|
DHI|D R HORTON INC
|
SELL | -20.83% | 380.0K | $16M | -9.1% |
|
CARG|CARGURUS INC
|
BUY | NEW | 354.4K | $14M | — |
|
LM05|LIBERTY MEDIA CORP DELAWARE
|
BUY | +6.29% | 380.9K | $13M | — |
|
FND|FLOOR & DECOR HLDGS INC
|
SELL | EXIT | — | — | +21.3% |
|
EXPD|EXPEDITORS INTL WASH INC
|
SELL | -6.53% | 102.1K | $8M | — |
|
KO|COCA COLA CO
|
SELL | -30.91% | 22.9K | $1M | — |
|
PG|PROCTER AND GAMBLE CO
|
SELL | -18.25% | 13.3K | $1M | — |
|
UNP|UNION PACIFIC CORP
|
SELL | -29.11% | 7.6K | $1M | — |
|
EIX|EDISON INTL
|
SELL | -15.82% | 21.4K | $1M | — |
|
PGR|PROGRESSIVE CORP OHIO
|
SELL | EXIT | — | — | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -66.65% | 5.9K | $284000 | — |
|
COST|COSTCO WHSL CORP NEW
|
SELL | -3.77% | 2.9K | $705000 | — |
|
VTI|VANGUARD INDEX FDS
|
SELL | EXIT | — | — | +1.3% |
|
ORLY|O REILLY AUTOMOTIVE INC NEW
|
SELL | EXIT | — | — | — |
|
IDXX|IDEXX LABS INC
|
SELL | -28.02% | 1.1K | $256000 | — |
|
XRAY|DENTSPLY SIRONA INC
|
SELL | EXIT | — | — | — |
|
FAST|FASTENAL CO
|
SELL | EXIT | — | — | — |
|
RMNI|RIMINI STR INC DEL
|
BUY | +0.64% | 10.8K | $54000 | — |
| 2018-Q4 | |||||
|
GOOG|ALPHABET INC
|
SELL | -4.16% | 807.9K | $837M | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.22% | 823.8K | $861M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -13.70% | 2.5K | $754M | — |
|
KMX|CARMAX INC
|
SELL | -0.97% | 11.6M | $729M | — |
|
AMZN|AMAZON COM INC
|
SELL | -4.31% | 331.2K | $497M | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -8.67% | 2.0M | $382M | — |
|
JECUSD|JACOBS ENGR GROUP INC DEL
|
SELL | -0.26% | 6.3M | $366M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -0.47% | 1.1M | $413M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DELAWARE
|
BUY | +2.92% | 13.0M | $398M | — |
|
META|FACEBOOK INC
|
SELL | -1.91% | 2.8M | $364M | — |
|
FCAU|FIAT CHRYSLER AUTOMOBILES N
|
BUY | +14.26% | 28.0M | $406M | — |
|
SCHW|SCHWAB CHARLES CORP NEW
|
SELL | -0.16% | 8.2M | $339M | — |
|
TJX|TJX COS INC NEW
|
SELL | -85.38% | 442.9K | $20M | — |
|
BKNG|BOOKING HLDGS INC
|
SELL | -1.21% | 168.5K | $290M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +12.90% | 1.6M | $320M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.83% | 3.4M | $245M | — |
|
EA|ELECTRONIC ARTS INC
|
BUY | NEW | 3.5M | $275M | — |
|
AABAUSD|ALTABA INC
|
BUY | +0.25% | 4.0M | $233M | — |
|
V|VISA INC
|
SELL | -4.17% | 1.6M | $205M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -0.99% | 1.4M | $158M | — |
|
JD|JD COM INC
|
BUY | +0.14% | 8.7M | $181M | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -99.57% | 17.6K | $811000 | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +285.00% | 1.2M | $158M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
BUY | +13.80% | 8.7M | $95M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.61% | 1.1M | $80M | — |
|
GTT1USD|GTT COMMUNICATIONS INC
|
BUY | +0.44% | 1.8M | $42M | — |
|
YANDEX N V
|
BUY | +200.00% | 2.7M | $75M | — |
|
W|WAYFAIR INC
|
BUY | NEW | 640.8K | $58M | — |
|
2362120D|SINCLAIR BROADCAST GROUP INC
|
SELL | -34.00% | 1.3M | $35M | — |
|
DHI|D R HORTON INC
|
SELL | -31.43% | 480.0K | $17M | -16.4% |
|
RH|RH
|
BUY | +15.00% | 230.0K | $28M | — |
|
MTH|MERITAGE HOMES CORP
|
SELL | -7.52% | 470.0K | $17M | — |
|
AYXEUR|ALTERYX INC
|
BUY | NEW | 300.0K | $18M | — |
|
LM05|LIBERTY MEDIA CORP DELAWARE
|
SELL | -0.20% | 358.4K | $11M | — |
|
DOMO|DOMO INC
|
BUY | NEW | 650.0K | $13M | — |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | NEW | 476.8K | $12M | — |
|
APPN|APPIAN CORP
|
BUY | NEW | 353.6K | $9M | — |
|
SAILEUR|SAILPOINT TECHNLGIES HLDGS I
|
BUY | NEW | 400.0K | $9M | — |
|
CD8|CRESUD S A C I F Y A
|
BUY | +4.29% | 643.4K | $8M | — |
|
COST|COSTCO WHSL CORP NEW
|
SELL | -85.06% | 3.0K | $616000 | — |
|
ORLY|O REILLY AUTOMOTIVE INC NEW
|
SELL | -93.32% | 874 | $301000 | — |
|
SPSC|SPS COMM INC
|
SELL | EXIT | — | — | — |
|
WST|WEST PHARMACEUTICAL SVSC INC
|
SELL | EXIT | — | — | — |
|
UNP|UNION PAC CORP
|
SELL | -15.72% | 10.7K | $1M | — |
|
EIX|EDISON INTL
|
SELL | -13.03% | 25.4K | $1M | — |
|
WAT|WATERS CORP
|
SELL | EXIT | — | — | — |
|
KO|COCA COLA CO
|
SELL | -9.56% | 33.1K | $2M | — |
|
PG|PROCTER AND GAMBLE CO
|
SELL | -8.45% | 16.3K | $1M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | EXIT | — | — | — |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | EXIT | — | — | — |
|
XRAY|DENTSPLY SIRONA INC
|
SELL | -74.10% | 7.6K | $283000 | — |
|
AEP|AMERICAN ELEC PWR INC
|
SELL | -9.03% | 13.1K | $978000 | — |
|
EME|EMCOR GROUP INC
|
SELL | EXIT | — | — | — |
|
VTI|VANGUARD INDEX FDS
|
BUY | NEW | 5.1K | $654000 | — |
|
OMC|OMNICOM GROUP INC
|
SELL | EXIT | — | — | — |
|
PRI|PRIMERICA INC
|
SELL | EXIT | — | — | — |
|
TRMB|TRIMBLE INC
|
SELL | EXIT | — | — | — |
|
CARG|CARGURUS INC
|
SELL | EXIT | — | — | -17.2% |
|
AAPL|APPLE INC
|
SELL | EXIT | — | — | -7.8% |
|
RMNI|RIMINI STR INC DEL
|
BUY | +2.05% | 10.7K | $55000 | — |
|
LND|BRASILAGRO BRAZILIAN AGRIC R
|
SELL | EXIT | — | — | +5.6% |
| 2018-Q3 | |||||
|
GOOG|ALPHABET INC
|
SELL | -1.40% | 842.9K | $1.0B | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.59% | 825.6K | $997M | — |
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -2.76% | 2.9K | $914M | — |
|
KMX|CARMAX INC
|
SELL | -1.73% | 11.7M | $877M | — |
|
AMZN|AMAZON COM INC
|
SELL | -28.32% | 346.1K | $693M | — |
|
TJX|TJX COS INC NEW
|
SELL | -48.25% | 3.0M | $339M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DELAWARE
|
SELL | -16.01% | 12.6M | $469M | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -21.73% | 2.2M | $493M | — |
|
JECUSD|JACOBS ENGR GROUP INC DEL
|
SELL | -3.19% | 6.3M | $480M | — |
|
META|FACEBOOK INC
|
BUY | +15.39% | 2.8M | $465M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -1.24% | 1.1M | $476M | — |
|
FCAU|FIAT CHRYSLER AUTOMOBILES N
|
BUY | +0.02% | 24.5M | $430M | — |
|
SCHW|SCHWAB CHARLES CORP NEW
|
SELL | -1.16% | 8.2M | $402M | — |
|
BKNG|BOOKING HLDGS INC
|
SELL | -1.95% | 170.6K | $338M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -4.11% | 1.4M | $298M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -1.35% | 1.4M | $239M | — |
|
AABAUSD|ALTABA INC
|
BUY | +0.04% | 4.0M | $273M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.46% | 3.5M | $292M | — |
|
V|VISA INC
|
SELL | -21.67% | 1.6M | $243M | — |
|
JD|JD COM INC
|
BUY | +43.47% | 8.7M | $226M | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -1.72% | 4.1M | $218M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
BUY | +35.77% | 7.6M | $112M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -1.08% | 1.1M | $95M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | NEW | 300.0K | $49M | — |
|
JPM|JPMORGAN CHASE & CO
|
SELL | EXIT | — | — | — |
|
YANDEX N V
|
BUY | +52.94% | 910.0K | $30M | — |
|
DHI|D R HORTON INC
|
BUY | +40.00% | 700.0K | $30M | — |
|
IQ|IQIYI INC
|
BUY | +13.17% | 713.0K | $19M | — |
|
MTH|MERITAGE HOMES CORP
|
BUY | +14.98% | 508.2K | $20M | — |
|
LM05|LIBERTY MEDIA CORP DELAWARE
|
BUY | +0.87% | 359.1K | $13M | — |
|
SPSC|SPS COMM INC
|
SELL | -78.79% | 35.0K | $3M | — |
|
NETSHOES CAYMAN LTD
|
BUY | +19.71% | 2.8M | $7M | — |
|
IRSUSD|IRSA INVERSIONES Y REP S A
|
SELL | EXIT | — | — | — |
|
COST|COSTCO WHSL CORP NEW
|
SELL | -2.20% | 20.3K | $5M | — |
|
ORLY|O REILLY AUTOMOTIVE INC NEW
|
BUY | +0.28% | 13.1K | $5M | — |
|
IRSA PROPIEDADES COMERCIALES
|
SELL | EXIT | — | — | — |
|
WST|WEST PHARMACEUTICAL SVSC INC
|
SELL | -1.10% | 22.9K | $3M | — |
|
UNP|UNION PAC CORP
|
SELL | -7.29% | 12.7K | $2M | — |
|
EIX|EDISON INTL
|
SELL | -3.32% | 29.2K | $2M | — |
|
KO|COCA COLA CO
|
SELL | -2.66% | 36.6K | $2M | — |
|
SECOGBP|SECOO HLDG LTD
|
SELL | EXIT | — | — | — |
|
XRAY|DENTSPLY SIRONA INC
|
BUY | +0.48% | 29.4K | $1M | — |
|
PGR|PROGRESSIVE CORP OHIO
|
SELL | -1.14% | 17.1K | $1M | — |
|
OMC|OMNICOM GROUP INC
|
SELL | -27.88% | 9.5K | $644000 | — |
|
IDXX|IDEXX LABS INC
|
SELL | -11.01% | 1.6K | $397000 | — |
|
CARG|CARGURUS INC
|
BUY | NEW | 5.2K | $292000 | — |
|
AAPL|APPLE INC
|
BUY | NEW | 1.0K | $226000 | — |
|
RMNI|RIMINI STR INC DEL
|
BUY | NEW | 10.5K | $66000 | — |
|
LND|BRASILAGRO BRAZILIAN AGRIC R
|
BUY | +40.90% | 19.0K | $63000 | — |
| 2018-Q2 | |||||
|
BRK-A|BERKSHIRE HATHAWAY INC DEL
|
SELL | -12.93% | 2.9K | $828M | — |
|
AMZN|AMAZON COM INC
|
SELL | -28.61% | 482.9K | $821M | — |
|
GOOG|ALPHABET INC
|
SELL | -3.79% | 854.8K | $954M | — |
|
GOOGL|ALPHABET INC
|
SELL | -7.36% | 830.5K | $938M | — |
|
KMX|CARMAX INC
|
SELL | -0.02% | 12.0M | $871M | — |
|
TJX|TJX COS INC NEW
|
SELL | -0.75% | 5.9M | $557M | — |
|
FWONKUSD|LIBERTY MEDIA CORP DELAWARE
|
BUY | +0.56% | 15.0M | $557M | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -2.71% | 2.8M | $556M | — |
|
FCAU|FIAT CHRYSLER AUTOMOBILES N
|
SELL | -0.08% | 24.5M | $464M | — |
|
META|FACEBOOK INC
|
BUY | +12.29% | 2.5M | $476M | — |
|
SCHW|SCHWAB CHARLES CORP NEW
|
SELL | -0.58% | 8.3M | $422M | — |
|
JECUSD|JACOBS ENGR GROUP INC DEL
|
BUY | +19.33% | 6.5M | $412M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
BUY | +1.35% | 1.1M | $389M | — |
|
BKNG|BOOKING HLDGS INC
|
SELL | -0.48% | 174.0K | $353M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -0.14% | 1.4M | $296M | — |
|
AABAUSD|ALTABA INC
|
BUY | +33.45% | 4.0M | $293M | — |
|
V|VISA INC
|
BUY | +0.73% | 2.1M | $274M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +10.92% | 1.4M | $271M | — |
|
JD|JD COM INC
|
SELL | -9.52% | 6.0M | $235M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
BUY | +28.04% | 3.5M | $266M | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -0.69% | 4.2M | $234M | — |
|
COF|CAPITAL ONE FINL CORP
|
SELL | EXIT | — | — | — |
|
OMC|OMNICOM GROUP INC
|
SELL | -99.33% | 13.1K | $1M | — |
|
BLDR|BUILDERS FIRSTSOURCE INC
|
BUY | +39.93% | 5.6M | $103M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
BUY | +0.35% | 1.1M | $86M | — |
|
PRI|PRIMERICA INC
|
SELL | -99.49% | 4.7K | $471000 | — |
|
GTT1USD|GTT COMMUNICATIONS INC
|
BUY | NEW | 1.8M | $77M | — |
|
WUBAUSD|58 COM INC
|
SELL | EXIT | — | — | — |
|
2362120D|SINCLAIR BROADCAST GROUP INC
|
BUY | +46.52% | 2.0M | $64M | — |
|
W|WAYFAIR INC
|
SELL | EXIT | — | — | — |
|
BIDUN|BAIDU INC
|
BUY | NEW | 200.0K | $49M | — |
|
RH|RH
|
BUY | NEW | 200.0K | $28M | — |
|
YANDEX N V
|
BUY | NEW | 595.0K | $21M | — |
|
DHI|D R HORTON INC
|
BUY | NEW | 500.0K | $20M | — |
|
IQ|IQIYI INC
|
BUY | NEW | 630.0K | $20M | — |
|
MTH|MERITAGE HOMES CORP
|
BUY | +19.82% | 442.0K | $19M | — |
|
SPSC|SPS COMM INC
|
SELL | -44.07% | 165.0K | $12M | — |
|
IRSUSD|IRSA INVERSIONES Y REP S A
|
SELL | -38.46% | 370.1K | $6M | — |
|
LM05|LIBERTY MEDIA CORP DELAWARE
|
SELL | -0.35% | 356.0K | $13M | — |
|
NETSHOES CAYMAN LTD
|
BUY | +40.09% | 2.4M | $6M | — |
|
SECOGBP|SECOO HLDG LTD
|
SELL | -83.56% | 164.4K | $1M | — |
|
IRSA PROPIEDADES COMERCIALES
|
BUY | +5.00% | 105.0K | $3M | — |
|
COST|COSTCO WHSL CORP NEW
|
SELL | -0.46% | 20.7K | $4M | — |
|
ORLY|O REILLY AUTOMOTIVE INC NEW
|
SELL | -6.79% | 13.1K | $4M | — |
|
WST|WEST PHARMACEUTICAL SVSC INC
|
SELL | -5.44% | 23.2K | $2M | — |
|
WAT|WATERS CORP
|
SELL | -10.89% | 9.3K | $2M | — |
|
XRAY|DENTSPLY SIRONA INC
|
SELL | -24.74% | 29.2K | $1M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | -9.00% | 6.4K | $1M | — |
|
AXP|AMERICAN EXPRESS CO
|
BUY | +1.86% | 13.8K | $1M | — |
|
EME|EMCOR GROUP INC
|
SELL | -38.28% | 9.5K | $723000 | — |
|
PGR|PROGRESSIVE CORP OHIO
|
SELL | -1.76% | 17.2K | $1M | — |
|
HDB|HDFC BANK LTD
|
SELL | EXIT | — | — | — |
|
TRMB|TRIMBLE INC
|
BUY | +0.22% | 12.2K | $401000 | — |
|
IDXX|IDEXX LABS INC
|
BUY | +33.21% | 1.8K | $390000 | — |
|
FAST|FASTENAL CO
|
BUY | +32.44% | 5.0K | $242000 | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
SELL | EXIT | — | — | — |
|
LND|BRASILAGRO BRAZILIAN AGRIC R
|
BUY | NEW | 13.5K | $47000 | — |
Closed Positions for Sequoia Fund
|
Stock
Click to search
|
Held Period | Cost Basis | Sale Proceeds | Realized Gain | Return | CAGR |
|---|---|---|---|---|---|---|
|
EXPD|EXPEDITORS INTL WASH INC
|
2024-Q2 → 2025-Q3 (1.2y) | $12.0M | $12.4M | $+385.1K | +3.2% | +2.6% |
|
VOO|VANGUARD INDEX FDS
|
2025-Q1 → 2025-Q3 (0.5y) | $371.7K | $401.1K | $+29.4K | +7.9% | +16.5% |
|
RSG|REPUBLIC SVCS INC
|
2025-Q2 → 2025-Q3 (0.2y) | $202.8K | $191.1K | $-11.8K | -5.8% | -5.8% |
|
ASAIY|SENDAS DISTRIBUIDORA S A
|
2021-Q4 → 2025-Q1 (3.2y) | $2.5M | $1.3M | $-1.2M | -49.8% | -19.1% |
|
ISCV|ISHARES TR
|
2023-Q1 → 2025-Q1 (2.0y) | $356.8K | $404.3K | $+47.5K | +13.3% | +6.5% |
|
AAPL|APPLE INC
|
2024-Q4 → 2025-Q1 (0.2y) | $190.3K | $191.5K | $+1.2K | +0.7% | +0.7% |
|
MU|MICRON TECHNOLOGY INC
|
2021-Q1 → 2024-Q4 (3.7y) | $690.6M | $515.4M | $-175.2M | -25.4% | -7.5% |
|
GS|GOLDMAN SACHS GROUP INC
|
2024-Q2 → 2024-Q3 (0.2y) | $201.1K | $220.8K | $+19.7K | +9.8% | +9.8% |
|
BATRK|ATLANTA BRAVES HLDGS INC
|
2023-Q3 → 2023-Q4 (0.2y) | $8.4M | $8.1M | $-312.0K | -3.7% | -3.7% |
|
SPGI|S&P GLOBAL INC
|
2023-Q2 → 2023-Q3 (0.2y) | $191.7K | $207.5K | $+15.8K | +8.2% | +8.2% |
|
IVV|ISHARES TR
|
2022-Q4 → 2023-Q1 (0.2y) | $947.0K | $984.3K | $+37.4K | +4.0% | +4.0% |
|
OPEN|OPENDOOR TECHNOLOGIES INC
|
2021-Q3 → 2023-Q1 (1.5y) | $365.9K | $51.1K | $-314.7K | -86.0% | -73.2% |
|
W|WAYFAIR INC
|
2018-Q4 → 2022-Q4 (4.0y) | $1.2B | $1.0B | $-162.4M | -13.8% | -3.7% |
|
DIS|DISNEY WALT CO
|
2020-Q2 → 2022-Q2 (2.0y) | $333.5M | $426.8M | $+93.3M | +28.0% | +13.2% |
|
VCTR|VICTORY CAP HLDGS INC
|
2022-Q1 → 2022-Q2 (0.2y) | $235.0K | $193.3K | $-41.7K | -17.8% | -17.8% |
|
PRI|PRIMERICA INC
|
2021-Q1 → 2022-Q1 (1.0y) | $200.7K | $197.4K | $-3.3K | -1.6% | -1.6% |
|
FIS|FIDELITY NATL INFORMATION SV
|
2020-Q3 → 2021-Q3 (1.0y) | $282.3M | $254.9M | $-27.5M | -9.7% | -9.8% |
|
IMXI|INTERNATIONAL MNY EXPRESS IN
|
2021-Q1 → 2021-Q3 (0.5y) | $190.9K | $204.6K | $+13.7K | +7.2% | +14.9% |
|
EIX|EDISON INTL
|
2020-Q4 → 2021-Q1 (0.2y) | $208.3K | $199.3K | $-9.0K | -4.3% | -4.3% |
|
BABA|Alibaba Group Sh ADR
|
2021-Q1 → 2020-Q3 (2.0y) | $492.5M | $512.3M | $+19.8M | +4.0% | +2.0% |
|
PGR|PROGRESSIVE CORP OHIO
|
2020-Q4 → 2020-Q2 (0.2y) | $270.5K | $275.9K | $+5.4K | +2.0% | +2.0% |
|
JPM|JPMORGAN CHASE & CO
|
2019-Q3 → 2020-Q1 (0.5y) | $193.9K | $229.3K | $+35.3K | +18.2% | +39.9% |
|
RMNI|RIMINI STR INC DEL
|
2018-Q3 → 2020-Q1 (1.5y) | $72.5K | $47.4K | $-25.0K | -34.6% | -24.7% |
|
GTY|GTY TECHNOLOGY HOLDINGS INC
|
2019-Q2 → 2019-Q3 (0.2y) | $128.1M | $123.1M | $-5.0M | -3.9% | -3.9% |
|
EQH|AXA EQUITABLE HLDGS INC
|
2019-Q2 → 2019-Q3 (0.2y) | $38.5M | $39.0M | $+468.0K | +1.2% | +1.2% |
|
RH|RH Com
|
2018-Q2 → 2019-Q3 (1.2y) | $27.5M | $37.0M | $+9.5M | +34.6% | +27.0% |
|
CARG|CARGURUS INC
|
2018-Q3 → 2019-Q3 (0.5y) | $23.2M | $20.5M | $-2.7M | -11.4% | -21.6% |
|
DOMO|DOMO INC
|
2018-Q4 → 2019-Q3 (0.7y) | $14.7M | $19.0M | $+4.4M | +29.8% | +41.8% |
|
IQ|Iqiyi Inc ADR
|
2018-Q2 → 2019-Q3 (1.2y) | $15.3M | $13.0M | $-2.3M | -14.8% | -12.1% |
|
XRAY|DENTSPLY SIRONA INC
|
2019-Q2 → 2019-Q3 (0.2y) | $218.7K | $212.5K | $-6.2K | -2.9% | -2.9% |
|
EA|ELECTRONIC ARTS INC
|
2018-Q4 → 2019-Q2 (0.5y) | $306.3M | $334.1M | $+27.7M | +9.1% | +19.0% |
|
DHI|D R HORTON INC
|
2018-Q2 → 2019-Q2 (1.0y) | $30.2M | $28.6M | $-1.6M | -5.2% | -5.2% |
|
APPN|APPIAN CORP
|
2018-Q4 → 2019-Q2 (0.5y) | $9.4M | $12.0M | $+2.6M | +28.0% | +64.1% |
|
FND|FLOOR & DECOR HLDGS INC
|
2018-Q4 → 2019-Q1 (0.2y) | $13.7M | $16.6M | $+2.9M | +21.3% | +21.3% |
|
VTI|VANGUARD INDEX FDS
|
2018-Q4 → 2019-Q1 (0.2y) | $714.4K | $723.9K | $+9.5K | +1.3% | +1.3% |
|
LND|BRASILAGRO BRAZILIAN AGRIC R
|
2018-Q2 → 2018-Q4 (0.5y) | $69.9K | $73.9K | $+3.9K | +5.6% | +11.6% |