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"Tracking Al Gore's Generation Investment Management Portfolio – Q2 2023 Update" | "….….….This article is part of a series that provides an ongoing analysis of the changes made to Generation Investment Management’s 13F portfolio on a quarterly basis. It is based on Al Gore’s regulatory filed on 8/11/2023. Please visit our Portfolio series to get an idea of their investment philosophy and our for t... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q1 2023 Update" | "Generation Investment Management’s 13F portfolio value increased from $17.32B to $18.78B this quarter.They increased Microsoft Corporation, Thermo Fisher Scientific, Texas Instruments, and Palo Alto Networks while decreasing Charles Schwab, Toast, Baxter International, and Ptc Inc. They also dropped Alibaba and Trimbl... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q4 2022 Update" | "Generation Investment Management’s 13F portfolio value increased from $16.86B to $17.32B this quarter.They increased Cooper Companies, Texas Instruments, Toast, and Twilio while reducing Becton Dickinson, Salesforce.com, Alibaba Group Holdings, and H World Group. They also dropped Alphabet.The top three positions are ... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q3 2022 Update" | "Generation Investment Management’s 13F portfolio value decreased from $18.35B to $16.86B this quarter.They increased Mercadolibre and Toast while decreasing Alphabet and Shopify. They also dropped Intel.The top three positions are Amazon.com, Charles Schwab, and Microsoft, and they add up to ~19% of the portfolio.This... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q2 2022 Update" | "Generation Investment Management’s 13F portfolio value decreased from $21.84B to $18.35B this quarter.They added MasterCard and increased Amazon.com, Microsoft, Trane Technologies, and Analog Devices while reducing Baxter International, Becton Dickinson, and Alphabet. They also dropped Visa.The top three positions are... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q1 2022 Update" | "Generation Investment Management’s 13F portfolio value decreased from $24.33B to $21.84B this quarter.They increased Equifax, Clarivate plc, Trane Technologies, Twilio, and Salesforce.com while reducing Dentsply Sirona & Sensata Technologies.The top three positions are Amazon.com, Baxter International, and Becton Dick... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q4 2021 Update" | "Generation Investment Management’s 13F portfolio value increased from $24.05B to $24.33B this quarter.They increased Becton Dickinson, Clarivate, and Dentsply Sirona while reducing Alphabet, Thermo Fisher Scientific, Gartner, and Equifax.The top three positions are Baxter International, Amazon.com, and Jones Lang LaSa... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q3 2021 Update" | "Generation Investment Management’s 13F portfolio value decreased from $24.11B to $24.05B this quarter.They increased Alibaba Group Holdings, Intel, Mercadolibre, and Huazhu Group while reducing Cisco Systems, Equifax, Texas Instruments and Cognizant.The top three positions are Baxter International, Alphabet, and Amazo... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q2 2021 Update" | "Generation Investment Management’s 13F portfolio value increased from $23.86B to $24.11B this quarter.They increased Amazon.com, Alibaba Group Holdings, and Thermo Fisher Scientific while reducing Equifax, Gartner, and Dentsply Sirona.The top three positions are Baxter International, Amazon.com, and Alphabet, and they... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q1 2021 Update" | "Generation Investment Management’s 13F portfolio value increased from $22.41B to $23.86B this quarter.They added Amazon.com and increased Alibaba Group Holdings & Steris plc while reducing Dentsply Sirona & Illumina.The top three positions are Baxter International, Equifax, and Cisco Systems, and they add up to ~18% o... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q4 2020 Update" | "Generation Investment Management’s 13F portfolio value increased from $18.84B to $22.41B this quarter.They increased Baxter International and Equifax while reducing Aptiv plc.The top three positions are Charles Schwab, Baxter International, and Cognizant Technology, and they add up to ~18% of the portfolio.This articl... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q3 2020 Update" | "Generation Investment Management’s 13F portfolio value increased from $17.34B to $18.84B this quarter.They increased Becton Dickinson and Analog Devices while decreasing Alphabet, Varian Medical Systems, and Workday during the quarter. They also added Cisco Systems.The top three positions are Cognizant Technology, Cha... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q2 2020 Update" | "Generation Investment Management’s 13F portfolio value increased from $14.09B to $17.34B this quarter.They increased Palo Alto Networks and Gartner while decreasing Mercadolibre and Twilio.The top three positions are Alphabet, Cognizant Technology, and Baxter International and they add up to ~18% of the portfolio.Thi... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q1 2020 Update" | "Generation Investment Management’s 13F portfolio value decreased from $15.64B to $14.09B this quarter.They added Palo Alto Networks, Gartner, & Trimble while dropping Credicorp, Automatic Data Processing, & Trane Technologies.The top three positions are Alphabet, Charles Schwab, and Baxter International and they add u... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q4 2019 Update" | "Generation Investment Management’s 13F portfolio value increased 7.5% from $14.54B to $15.64B this quarter.They added Baxter International and increased Twilio while decreasing Analog Devices and Deere.The top three positions are Alphabet, Charles Schwab, and Cognizant Technology and they add up to ~24% of the portfol... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q3 2019 Update" | "Generation Investment Management’s 13F portfolio value increased marginally from $14.51B to $14.54B this quarter.They increased Alphabet, Charles Schwab, Cognizant, and Salesforce.com while decreasing Nvidia.The top three positions are Alphabet, Charles Schwab, and Dentsply Sirona and they add up to ~24% of the portfo... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q2 2019 Update" | "Generation Investment Management’s 13F portfolio value increased ~6% from $13.68B to $14.51B this quarter.They added Cognizant and increased Alphabet while reducing Analog Devices.The top three positions are Alphabet, Dentsply Sirona, and Charles Schwab, and they add up to ~19% of the portfolio.This article is part of... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q1 2019 Update" | "Generation Investment Management’s 13F portfolio value increased ~15% from $11.92B to $13.68B this quarter.They increased Alphabet and Charles Schwab while decreasing Cooper Companies and Cerner Corporation during the quarter.The top three positions are Analog Devices, Dentsply Sirona, and Alphabet Inc., and they add ... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q4 2018 Update" | "Generation Investment Management’s 13F portfolio value decreased ~5% from $12.53B to $11.92B this quarter.They increased Texas Instruments, Alphabet, and Salesforce.com while dropping MasterCard and Nike during the quarter.The top three positions are Henry Schein, Analog Devices, and Cooper Companies, and they add up ... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q3 2018 Update" | "Generation Investment Management’s 13F portfolio value increased ~11% from $11.33B to $12.53B this quarter.They increased Analog Devices, Deere, and Dentsply Sirona during the quarter.The top three positions are Henry Schein, Cooper Companies, and Dentsply Sirona and they add up to ~23% of the entire portfolio.This ar... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q2 2018 Update" | "Generation Investment Management’s 13F portfolio value increased ~11% from $10.26B to $11.33B this quarter.They increased Dentsply Sirona & Cooper Companies while reducing JD.com and dropping Infosys.The top three positions are Henry Schein, Dentsply Sirona, and Cooper Companies and they add up to ~23% of the entire p... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q1 2018 Update" | "Generation Investment Management’s 13F portfolio value decreased marginally from $10.32B to $10.26B this quarter.They increased Cooper Companies & Automatic Data Processing while reducing Cerner & Deere.The top three positions are Henry Schein, Jones Lang LaSalle, and Thermo Fisher Scientific and they add up to ~22% o... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q4 2017 Update" | "Generation Investment Management’s 13F portfolio value decreased from $10.41B to $10.32B this quarter.They increased Henry Schein & Dentsply Sirona while reducing Facebook & Alphabet.The top three positions are Henry Schein, Cerner, and Acuity Brands and they add up to ~21% of the entire portfolio.This article is part... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q3 2017 Update" | "Generation Investment Management portfolio value increased from $9.8B to $10.41B this quarter.They added Visa and substantially increased Charles Schwab, JD.com, & Chipotle.The top three positions are Cerner, Acuity Brands, and Microsoft and they add up to ~23% of the entire portfolio.This article is part of a series ... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q2 2017 Update" | "Generation Investment Management portfolio value increased from $9.1B to $9.8B this quarter.They substantially increased Acuity Brands & Jones Lang LaSalle while decreasing Microsoft and dropping Varian Medical Systems.The top three positions are Cerner, Acuity Brands, and Jones Lang LaSalle and they add up to ~24% of... |
"Tracking Baillie Gifford’s 13F Portfolio – Q2 2023 Update" | "Baillie Gifford’s 13F portfolio value increased from ~$111B to ~$118B this quarter.They increased PDD Holdings, Cloudflare, Meta Platforms, and Datadog while reducing Tesla Motors and Netflix.The top three positions are MercadoLibre, NVIDIA, and Tesla Motors, and they add up to ~17% of the portfolio.This article is pa... |
"Tracking Baillie Gifford’s 13F Portfolio – Q1 2023 Update" | "Baillie Gifford’s 13F portfolio value increased from ~$96B to ~$111B this quarter.They increased Advanced Micro Devices, Duolingo, and Meta Platforms while reducing Elevance Health, Alphabet, AJ Gallagher & Co, and Booking Holdings.The top three positions are MercadoLibre, Moderna, and Tesla Motors, and they add up to... |
"Tracking Baillie Gifford’s 13F Portfolio – Q4 2022 Update" | "Baillie Gifford’s 13F portfolio value decreased from ~$96.99B to ~$95.96B this quarter.They increased NVIDIA, Shopify, NIO Inc., SEA Ltd., Roblox, Doordash, and Ginkgo Bioworks while reducing Illumina, Ferrari NV, AJ Gallagher & Co, Albemarle, Meta Platforms, and Abiomed.The top three positions are Moderna, MercadoLib... |
"Tracking Baillie Gifford’s 13F Portfolio – Q3 2022 Update" | "Baillie Gifford’s 13F portfolio value decreased from ~$97.51B to ~$96.99B this quarter.They increased Shopify, Roblox, Zoom Video, and Twilio while reducing Albemarle Corporation and Li Auto ADR.The top three positions are Tesla Motors, Moderna, and MercadoLibre, and they add up to ~18% of the portfolio.This article i... |
"Tracking Baillie Gifford’s 13F Portfolio – Q2 2022 Update" | "Baillie Gifford’s 13F portfolio value decreased from ~$143B to ~$97.51B this quarter.They increased Spotify and Royalty Pharma while decreasing Cloudflare, Petrobras, BeiGene, CBRE Group, Teladoc, and Peloton Interactive.The top three positions are Moderna, Tesla Motors, and Amazon.com, and they add up to ~17% of the ... |
"Tracking Baillie Gifford’s 13F Portfolio – Q1 2022 Update" | "Baillie Gifford’s 13F portfolio value decreased from ~$182B to ~$143B this quarter.They increased Affirm Holdings, Coupang, and Ginkgo Bioworks while reducing Petrobras Brasileiro and First Republic Bank.The top three positions are Tesla Motors, Moderna, and Illumina, and they add up to ~18% of the portfolio.This arti... |
"Tracking Cathie Wood’s ARK Invest 13F Portfolio – Q2 2023 Update" | "....….….This article is part of a series that provides an ongoing analysis of the changes made to ARK Invest’ 13F portfolio on a quarterly basis. It is based on their regulatory filed on 7/10/2023.ARK Invest was founded by Cathie Wood in 2014. They manage several actively managed ETFs, index ETFs, and certain other i... |
"Tracking Cathie Wood’s ARK Invest 13F Portfolio – Q1 2023 Update" | "ARK Invest’ 13F portfolio value increased from $11.54B to $14.55B this quarter.They increased Tesla, Coinbase Global, Block, Unity Software, and Ginkgo Bioworks while decreasing Exact Sciences, Twilio, and NVIDIA during the quarter.The top three positions are Tesla, Roku, and Zoom Video, and they add up to ~19% of the... |
"Tracking Cathie Wood’s ARK Invest 13F Portfolio – Q4 2022 Update" | "ARK Invest’ 13F portfolio value decreased from $14.35B to $11.54B this quarter.They increased Tesla, Ginkgo Bioworks, and Coinbase Global stakes while decreasing NVIDIA, Fate Therapeutics, and TuSimple Holdings during the quarter.The top three positions are Exact Sciences, Zoom Video, and Tesla, and they add up to ~18... |
"Tracking Cathie Wood’s ARK Invest 13F Portfolio – Q3 2022 Update" | "ARK Invest’ 13F portfolio value decreased from $16.91B to $14.35B this quarter.UiPath, Ginkgo Bioworks, and NVIDIA were increased while decreasing Spotify, Ionis Pharma, CRISPR Therapeutics, and Coinbase Global.The top three positions are Tesla Inc., Zoom Video, and Roku, and they add up to ~18% of the portfolio.This ... |
"Tracking Cathie Wood’s ARK Invest 13F Portfolio – Q2 2022 Update" | "ARK Invest’ 13F portfolio value decreased from $23.96B to $16.91B this quarter.Coinbase Global, Roku, Shopify, and Gingko Bioworks were increased while decreasing Spotify, Ionis Pharma, Vertex Pharma, and Sea Limited.The top three positions are Tesla Inc., Zoom Video, and Roku, and they add up to ~18% of the portfolio... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q2 2023 Update" | "… .….….This article is part of a series that provides an ongoing analysis of the changes made to Chase Coleman’s Tiger Global Management 13F stock portfolio on a quarterly basis. It is based on Tiger Global’s regulatory filed on 8/14/2023. Please visit our Portfolio series to get an idea of their investment philosop... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q1 2023 Update" | "Chase Coleman’s 13F portfolio value increased from $8.16B to $10.99B this quarter.Tiger Global increased Alphabet, Take-Two Interactive, Intuit, and Datadog while reducing Snowflake, Kanzhun, and Hubspot.The largest three positions are Microsoft, Meta Platforms, and JD.com, and they add up to ~40% of the portfolio.Thi... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q4 2022 Update" | "Chase Coleman’s 13F portfolio value decreased from $10.90B to $8.16B this quarter.Tiger Global increased Meta Platforms and Amazon while reducing Sea Limited, Block Inc., Datadog, and Atlassian. They also dropped Li Auto and Doordash.The largest three positions are Microsoft, JD.com, and Meta Platforms, and they add u... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q3 2022 Update" | "Chase Coleman’s 13F portfolio value decreased from $11.93B to $10.90B this quarter.Tiger Global added HubSpot and increased ServiceNow, Alphabet, and Uber Technologies while reducing NU Holdings, CrowdStrike, and SentinelOne.The largest three positions are JD.com, Microsoft, and ServiceNow, and they add up to ~33% of ... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q2 2022 Update" | "Chase Coleman’s 13F portfolio value decreased from $26.64B to $11.93B this quarter.Tiger Global added Alphabet and increased Kanzhun, SentinelOne, & Toast while decreasing JD.com, Microsoft, CrowdStrike, and NU Holdings. They also dropped DocuSign.The largest three positions are JD.com, CrowdStrike, and NU Holdings an... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q1 2022 Update" | "Chase Coleman’s 13F portfolio value decreased from $45.94B to $26.64B this quarter.Tiger Global increased Li Auto, Xpeng, Block, Monday.com, and Toast while decreasing Amazon.com, DocuSign, Datadog, Zoom Video and Uber.The largest three positions are JD.com, Microsoft, and Crowd Strike and they add up to ~27% of the p... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q4 2021 Update" | "Chase Coleman’s 13F portfolio value decreased from $52.06B to $45.94B this quarter.Tiger Global increased Snowflake, Carvana, and Zoom Video while decreasing Microsoft and Amazon.com during the quarter. They also dropped TransDigm Group.The largest three positions are Microsoft, JD.com, and Sea Limited and they add up... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q3 2021 Update" | "Chase Coleman’s 13F portfolio value decreased from $53.76B to $52.06B this quarter.Tiger Global increased Snowflake while decreasing Roblox and Apollo Global Management during the quarter.The largest three positions are Microsoft, JD.com, and Sea Limited and they add up to ~21% of the portfolio.This article is part of... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q2 2021 Update" | "Chase Coleman’s 13F portfolio value increased from $43.47B to $53.76B this quarter.Tiger Global increased DocuSign, DoorDash, Shopify, and Zoom Video while decreasing Roblox, Salesforce.com, and Apollo Global Management during the quarter.The largest three positions are JD.com, Microsoft, and Sea Limited and they add ... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q1 2021 Update" | "Chase Coleman’s 13F portfolio value increased from $39B to $43.47B this quarter.Tiger Global increased DocuSign, DoorDash, Shopify, and Zoom Video while decreasing Uber Technologies and Facebook during the quarter.The largest three positions are JD.com, Microsoft, and Roblox and they add up to ~24% of the portfolio.Th... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q4 2020 Update" | "Chase Coleman’s 13F portfolio value increased from $35.5B to $39B this quarter.Tiger Global increased Uber Technologies, Snowflake, and DocuSign while decreasing Sunrun, Anaplan, MongoDB, and Twilio during the quarter.The largest three positions are JD.com, Microsoft, and Pinduoduo and they add up to ~25% of the portf... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q3 2020 Update" | "Chase Coleman’s 13F portfolio value increased from $25.79B to $35.53B this quarter.Tiger Global increased Pinduoduo and CrowdStrike Holdings during the quarter.The largest three positions are JD.com, Microsoft, and Sunrun and they add up to ~25% of the portfolio.This article is part of a series that provides an ongoin... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q2 2020 Update" | "Chase Coleman’s 13F portfolio value increased from $16.61B to $25.79B this quarter.Tiger Global added CrowdStrike Holdings and increased Salesforce.com during the quarter.The largest three positions are JD.com, Microsoft, and Facebook and they add up to ~29% of the portfolio.This article is part of a series that provi... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q1 2020 Update" | "Chase Coleman’s 13F portfolio value decreased from $18.12B to $16.61B this quarter.Tiger Global increased Alibaba Group Holdings and added Workday while reducing Uber & Alphabet during the quarter.The largest three positions are JD.com, Microsoft, and Facebook and they add up to ~31% of the portfolio.This article is p... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q4 2019 Update" | "Chase Coleman’s 13F portfolio value decreased from $18.88B to $18.12B this quarter.Tiger Global increased Uber Technologies & Elastic NV while decreasing Salesforce.com & Adobe Systems and dropping Fiat Chrysler.The largest three positions are JD.com, Apollo Global, and Microsoft and they add up to ~30% of the portfol... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q3 2019 Update" | "Chase Coleman’s 13F portfolio value increased from $18.47B to $18.88B this quarter.Tiger Global increased Alibaba Group Holdings and Facebook while decreasing Fiat Chrysler during the quarter.The largest three positions are Microsoft Corporation, Facebook, and JD.com and they add up to ~30% of the portfolio.This artic... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q2 2019 Update" | "Chase Coleman’s 13F portfolio value increased from $18.11B to $18.47B this quarter.Tiger Global increased Microsoft while reducing Spotify and dropping Booking Holdings during the quarter.The largest three positions are Microsoft Corporation, Facebook, and JD.com and they add up to ~29% of the portfolio.This article i... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q1 2019 Update" | "Chase Coleman’s 13F portfolio value increased from $15.02B to $18.11B this quarter.Tiger Global increased Facebook and Netflix while reducing Spotify and Booking Holdings during the quarter.The largest three positions are JD.com, Microsoft Corporation, and Facebook, and they add up to ~26% of the portfolio.This articl... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q4 2018 Update" | "Chase Coleman’s 13F portfolio value decreased from $21.09B to $15.02B this quarter.Tiger Global increased JD.com and Fiat Chrysler while reducing Amazon.com, Booking Holdings, Alibaba Group Holdings, and Netflix during the quarter.The largest three positions are Spotify Technology, Microsoft Corporation, and JD.com, a... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q3 2018 Update" | "Chase Coleman’s 13F portfolio value increased from $19.22B to $21.09B this quarter.Tiger Global increased Fiat Chrysler, Alibaba, & JD.com while reducing Mercadolibre & Twitter during the quarter.The largest three positions are Amazon.com, Spotify Technology, and Microsoft Corporation, and they add up to ~30% of the p... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q2 2018 Update" | "Chase Coleman’s 13F portfolio value increased from $15.04B to $19.22B this quarter.Tiger Global increased Mercadolibre while reducing Redfin Corp during the quarter.The largest three positions are Spotify Technology, Amazon.com, and JD.com, and they add up to ~30% of the portfolio.This article is part of a series that... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q1 2018 Update" | "Chase Coleman’s 13F portfolio value increased from $12.66B to $15.04B this quarter.Tiger Global increased Facebook and Microsoft substantially during the quarter.The largest three positions are Amazon.com, JD.com, and Booking Holdings, and they add up to ~32% of the portfolio.This article is part of a series that prov... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q3 2017 Update" | "Chase Coleman’s 13F portfolio value increased from $11.56B to $14.74B this quarter.Tiger Global substantially increased Netflix, TAL Education, and Facebook during the quarter.The largest three positions are Priceline Group, JD.com, and Amazon.com Inc. and they add up to ~36% of the portfolio.Chase Coleman’s 13F portf... |
"Tracking Chase Coleman’s Tiger Global Portfolio – Q2 2017 Update" | "Chase Coleman’s 13F portfolio value increased from $9.96B to $11.56B this quarter.Tiger Global increased Apollo Global, Transdigm & Microsoft while decreasing Domino’s Pizza.The largest three positions are Priceline Group, JD.com, and Amazon.com Inc. and they add up to ~43% of the portfolio.Chase Coleman’s 13F portfol... |
"Tracking Chase Coleman’s Tiger Global Portfolio - Q1 2017 Update" | "Chase Coleman’s 13F portfolio value increased from $8.03B to $9.96B this quarter.Tiger Global added Apollo Global while increasing Transdigm & Domino’s Pizza.The largest three positions are Priceline Group, JD.com, and Amazon.com Inc. and they add up to ~47% of the portfolio.Chase Coleman’s 13F portfolio value increas... |
"Tracking Chase Coleman’s Tiger Global Portfolio - Q4 2016 Update" | "Chase Coleman’s 13F portfolio increased from $6.94B to $8.03B this quarter.Tiger Global added Fiat Chrysler while increasing Priceline Group & JD.com and dropping Apple.The largest three positions are Priceline Group, JD.com, and Amazon.com Inc. and they add up to ~51% of the portfolio.Chase Coleman’s 13F portfolio in... |
"Tracking Chase Coleman’s Tiger Global Portfolio - Q3 2016 Update" | "Chase Coleman’s 13F portfolio increased from $5.06B to $6.94B this quarter.Tiger Global added Alibaba Group Holdings while increasing Apple Inc., and Priceline Group.The largest three positions are Priceline Group, Amazon.com Inc., and Charter Communications and they add up to ~47% of the portfolio.Chase Coleman’s 13F... |
"Tracking Chase Coleman’s Tiger Global Portfolio - Q2 2016 Update" | "Chase Coleman’s 13F portfolio decreased from $6.94B to $5.06B this quarter.Tiger Global dropped Netflix Inc. and reduced Apple Inc. while adding to Amazon.com Inc., Charter Communications, and Priceline Group.The largest three positions are Amazon.com Inc., Charter Communications, and Priceline Group and they add up t... |
"Tracking Chris Hohn’s TCI Fund Management 13F Portfolio – Q2 2023 Update" | "….….….This article is part of a series that provides an ongoing analysis of the changes made to TCI Fund Management’s 13F portfolio on a quarterly basis. It is based on their regulatory filed on 8/14/2023. Please visit our article for an idea on their investment philosophy and our last for the fund’s moves during Q... |
"Tracking Chris Hohn’s TCI Fund Management 13F Portfolio – Q1 2023 Update" | "TCI Fund Management’s 13F portfolio value decreased from $29.93B to $29.20B this quarter.They added General Electric and increased Thermo Fisher Scientific while reducing Microsoft and Alphabet.The top three positions are Microsoft, Visa, and Canadian National Railway and they add up to ~45% of the portfolio.This arti... |
"Tracking Chris Hohn’s TCI Fund Management 13F Portfolio – Q4 2022 Update" | "TCI Fund Management’s 13F portfolio value increased from $28.58B to $29.93B this quarter.They increased Microsoft and Moody’s while reducing Union Pacific and dropping Boston Properties.The top three positions are Alphabet, Microsoft, and Canadian National Railway and they add up to ~53% of the portfolio.This article ... |
"Tracking Chris Hohn’s TCI Fund Management 13F Portfolio – Q3 2022 Update" | "TCI Fund Management’s 13F portfolio value decreased from $31.60B to $28.58B this quarter.Boston Properties stake was decreased during the quarter.The top three positions are Alphabet, Microsoft, and Canadian National Railway and they add up to ~53% of the portfolio.This article is part of a series that provides an ong... |
"Tracking Chris Hohn’s TCI Fund Management 13F Portfolio – Q2 2022 Update" | "TCI Fund Management’s 13F portfolio value decreased from $36.84B to $31.60B this quarter.S&P Global was increased substantially while dropping Charter Communications.The top three positions are Alphabet, Microsoft, and Canadian National Railway and they add up to ~52% of the portfolio.This article is part of a series ... |
"Tracking Christopher Davis’ Davis Selected Advisers 13F Portfolio – Q2 2023 Update" | "….….….This article is part of a series that provides an ongoing analysis of the changes made to Davis Selected Advisers’ 13F portfolio on a quarterly basis. It is based on their regulatory filed on 8/9/2023. Please visit our to get an idea of their investment philosophy and our for the fund’s moves during Q1 2023.T... |
"Tracking Christopher Davis’ Davis Selected Advisers 13F Portfolio – Q1 2023 Update" | "Davis Selected Advisers 13F portfolio value increased from $14.71B to $15.13B this quarter.They increased Amazon and JD.com while reducing Quest Diagnostics.The top three positions are Meta Platforms, Berkshire Hathaway, and Wells Fargo, and they add up to ~25% of the portfolio.This article is part of a series that pr... |
"Tracking Christopher Davis’ Davis Selected Advisers 13F Portfolio – Q4 2022 Update" | "Davis Selected Advisers 13F portfolio value increased from $14.06B to $14.71B this quarter.They increased Meta Platforms, Amazon.com, and Markel while reducing Cigna, JD.com, and Coupang.The top three positions are Berkshire Hathaway, Wells Fargo, and Capital One Financial, and they add up to ~25% of the portfolio.Thi... |
"Tracking Christopher Davis’ Davis Selected Advisers 13F Portfolio – Q3 2022 Update" | "Davis Selected Advisers 13F portfolio value decreased from $15.59B to $14.06B this quarter.They increased Meta Platforms and Teck Resources while reducing Intel, Loews, and Alibaba Group Holdings.The top three positions are Wells Fargo, Berkshire Hathaway, and Capital One Financial, and they add up to ~25% of the port... |
"Tracking Christopher Davis’ Davis Selected Advisers 13F Portfolio – Q2 2022 Update" | "Davis Selected Advisers 13F portfolio value decreased from $19.79B to $15.59B this quarter.They increased Teck Resources and Owens Corning while reducing Alibaba Group Holdings and American Express.The top three positions are Wells Fargo, Berkshire Hathaway, and Capital One Financial, and they add up to ~25% of the po... |
"Tracking Christopher Davis’ Davis Selected Advisers 13F Portfolio – Q1 2022 Update" | "Davis Selected Advisers 13F portfolio value decreased from $21.52B to $19.79B this quarter.They increased Meta Platforms, Viatris, JD.com, and Coupang while reducing Wells Fargo and American Express.The top three positions are Berkshire Hathaway, Wells Fargo, and Capital One Financial, and they add up to ~26% of the p... |
"Tracking Akre Capital Management Portfolio – Q2 2023 Update" | "….….….This article is part of a series that provides an ongoing analysis of the changes made to Akre Capital Management’s 13F portfolio on a quarterly basis. It is based on Akre’s regulatory filed on 8/11/2023. Please visit our series to get an idea of their investment philosophy and our for their moves in Q1 2023.... |
"Tracking Akre Capital Management Portfolio – Q1 2023 Update" | "Akre Capital Management’s 13F portfolio value increased from $11.06B to $11.37B this quarter.They decreased CarMax substantially this quarter.The top three positions are MasterCard, Moody’s, and American Tower and they add up to ~47% of the entire portfolio.This article is part of a series that provides an ongoing ana... |
"Tracking Akre Capital Management Portfolio – Q4 2022 Update" | "Akre Capital Management’s 13F portfolio value decreased from $11.34B to $11.06B this quarter.They increased Brookfield Corp while decreasing O’Reilly Auto, Adobe, CarMax, and Verisk Analytics. They also dropped Salesforce.com and Snowflake.The top three positions are MasterCard, Moody’s, and American Tower and they ad... |
"Tracking Akre Capital Management Portfolio – Q3 2022 Update" | "Akre Capital Management’s 13F portfolio value decreased from $12.49B to $11.34B this quarter.They increased DigitalBridge Group while decreasing Goosehead Insurance during the quarter.The top three positions are MasterCard, American Tower, and Moody’s, and they add up to ~40% of the entire portfolio.This article is pa... |
"Tracking Akre Capital Management Portfolio – Q2 2022 Update" | "Akre Capital Management’s 13F portfolio value decreased from $14.67B to $12.49B this quarter.They added Snowflake and increased DigitalBridge & Goosehead Insurance while decreasing Mastercard, CoStar Group, and AlarmCom during the quarter. They also dropped Ansys.The top three positions are MasterCard, American Tower,... |
"Tracking Akre Capital Management Portfolio – Q1 2022 Update" | "Akre Capital Management’s 13F portfolio value decreased from $17.92B to $14.67B this quarter.They decreased Dollar Tree and AlarmCom Holding during the quarter.The top three positions are MasterCard, Moody’s, and American Tower, and they add up to ~41% of the entire portfolio.This article is part of a series that prov... |
"Tracking Akre Capital Management Portfolio – Q4 2021 Update" | "Akre Capital Management’s 13F portfolio value increased from $16.24B to $17.92B this quarter.They decreased SBA Communications and Dollar Tree during the quarter.The top three positions are American Tower, MasterCard, and Moody’s, and they add up to ~39% of the entire portfolio.This article is part of a series that pr... |
"Tracking Akre Capital Management Portfolio – Q3 2021 Update" | "Akre Capital Management portfolio value remained almost steady at $16.24B this quarter.They dropped Markel Corporation during the quarter.The top three positions are MasterCard, Moody’s, and American Tower and they add up to ~36% of the entire portfolio.This article is part of a series that provides an ongoing analysi... |
"Tracking Akre Capital Management Portfolio – Q2 2021 Update" | "Akre Capital Management portfolio value increased from $14.72B to $16.24B this quarter.They added Salesforce.com while dropping Live Nation Entertainment during the quarter.The top three positions are MasterCard, Moody’s, and American Tower and they add up to ~37% of the entire portfolio.This article is part of a seri... |
"Tracking Akre Capital Management Portfolio – Q1 2021 Update" | "Akre Capital Management portfolio value decreased marginally from $14.80B to $14.72B this quarter.They increased Adobe while almost eliminating Markel Corporation during the quarter.The top three positions are MasterCard, American Tower, and Moody’s and they add up to ~37% of the entire portfolio.This article is part ... |
"Tracking Akre Capital Management Portfolio – Q4 2020 Update" | "Akre Capital Management portfolio value increased from $14.19B to $14.80B this quarter.They decreased Markel Corporation during the quarter.The top three positions are MasterCard, Moody’s, and American Tower and they add up to ~36% of the entire portfolio.This article is part of a series that provides an ongoing analy... |
"Tracking Charles Akre's Akre Capital Management Portfolio – Q3 2020 Update" | "Chuck Akre’s portfolio value increased from $13.27B to $14.19B this quarter.Akre Capital Management increased Roper Technologies and Brookfield Asset Management during the quarter.The top three positions are MasterCard, American Tower, and Moody’s and they add up to ~38% of the entire portfolio.This article is part of... |
"Tracking Charles Akre's Akre Capital Management Portfolio – Q2 2020 Update" | "Chuck Akre’s portfolio value increased from $10.29B to $13.27B this quarter.Akre Capital Management increased CoStar Group and Ansys Inc. while decreasing Primo Water during the quarter.The top three positions are American Tower, MasterCard, and Moody’s and they add up to ~38% of the entire portfolio.This article is p... |
"Tracking Charles Akre's Akre Capital Management Portfolio – Q1 2020 Update" | "Chuck Akre’s portfolio value decreased from $10.91B to $10.29B this quarter.Akre Capital Management added Adobe and Live Nation during the quarter.The top three positions are American Tower, MasterCard, and Moody’s, and they add up to ~40% of the entire portfolio.This article is part of a series that provides an ongoi... |
"Tracking Charles Akre's Akre Capital Management Portfolio – Q4 2019 Update" | "Chuck Akre’s portfolio value increased from $10.14B to $10.91B this quarter.Akre Capital Management added CoStar Group and increased Brookfield Asset Management during the quarter.The top three positions are American Tower, MasterCard, and Moody’s, and they add up to ~42% of the entire portfolio.This article is part o... |
"Tracking Charles Akre's Akre Capital Management Portfolio – Q3 2019 Update" | "Chuck Akre’s portfolio value increased from $9.86B to $10.14B this quarter.Akre Capital Management dropped TD Ameritrade & Ubiquiti while adding Brookfield Asset Management.The top three positions are American Tower, MasterCard, and Moody’s, and they add up to ~41% of the entire portfolio.This article is part of a ser... |
"Tracking Charles Akre's Akre Capital Management Portfolio – Q2 2019 Update" | "Chuck Akre’s portfolio value increased from $9.48B to $9.86B this quarter.Akre Capital Management decreased Ubiquiti Networks and Enstar Group during the quarter.The top three positions are American Tower, MasterCard, and Moody’s, and they add up to ~40% of the entire portfolio.This article is part of a series that pr... |
"Tracking Charles Akre's Akre Capital Management Portfolio – Q1 2019 Update" | "Chuck Akre’s portfolio value increased from $7.90B to $9.48B this quarter.Akre Capital Management decreased Enstar Group during the quarter.The top three positions are American Tower, MasterCard, and Moody’s, and they add up to ~39% of the entire portfolio.This article is part of a series that provides an ongoing anal... |
"Tracking Charles Akre's Akre Capital Management Portfolio – Q4 2018 Update" | "Chuck Akre’s portfolio value decreased from $8.56B to $7.90B this quarter.Akre Capital Management decreased Enstar Group while increasing CarMax, KKR, and TD Ameritrade during the quarter.The top three positions are American Tower, MasterCard, and Moody’s, and they add up to ~37% of the entire portfolio.This article i... |
"Tracking Charles Akre's Akre Capital Management Portfolio – Q3 2018 Update" | "Chuck Akre’s portfolio value increased from $7.92B to $8.56B this quarter.Akre Capital Management decreased Enstar Group while adding Focus Financial Partners during the quarter.The top three positions are MasterCard, American Tower, and Moody’s and they add up to ~37% of the entire portfolio.This article is part of a... |
"Tracking Charles Akre's Akre Capital Management Portfolio – Q2 2018 Update" | "Chuck Akre’s portfolio value increased from $7.62B to $7.92B this quarter.Akre Capital Management doubled KKR while dropping LKQ during the quarter.The top three positions are MasterCard, American Tower, and Moody’s and they add up to ~38% of the entire portfolio.This article is part of a series that provides an ongoi... |
"Tracking Charles Akre's Akre Capital Management Portfolio – Q1 2018 Update" | "Chuck Akre’s portfolio value increased from $7.23B to $7.62B this quarter.Akre Capital Management added KKR during the quarter.The top three positions are American Tower, MasterCard, and Moody’s and they add up to ~38% of the entire portfolio.This article is part of a series that provides an ongoing analysis of the ch... |
"Tracking Charles Akre's Akre Capital Management Portfolio – Q4 2017 Update" | "Chuck Akre’s portfolio value increased from $6.84B to $7.23B this quarter.Akre Capital Management dropped Monro Inc. during the quarter.The top three positions are American Tower, Moody’s, and MasterCard and they add up to ~37% of the entire portfolio.This article is part of a series that provides an ongoing analysis ... |
"Tracking Charles Akre's Akre Capital Management Portfolio – Q3 2017 Update" | "Chuck Akre’s portfolio value increased from $6.15B to $6.84B this quarter.Akre Capital Management substantially increased O’Reilly Automotive during the quarter.The top three positions are American Tower, Moody’s, and MasterCard and they add up to ~37% of the entire portfolio.This article is part of a series that prov... |
"Tracking Charles Akre's Akre Capital Management Portfolio – Q2 2017 Update" | "Chuck Akre’s portfolio value increased from $6.08B to $6.15B this quarter.Akre Capital Management substantially increased Dollar Tree & O’Reilly Automotive while dropping Colfax, Dollar General, and Fortive.The top three positions are American Tower, Moody’s, and MasterCard and they add up to ~38% of the entire portfo... |
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