Q4 2024 AI Insights
50 signals · 50 stocks · 0 sectors|Precomputed from the cohort's 13F filings — facts only, no opinions.
MSFT
MICROSOFT CORP
- •20 whales opened a new position this quarter.
- •Net inflow $27.6B this quarter.
- •High conviction: top holder weighted 29% on this name.
V
Visa, Inc.
- •15 whales opened a new position this quarter.
- •Net inflow $12.5B this quarter.
- •High conviction: top holder weighted 13% on this name.
AAPL
APPLE INC
- •10 whales opened a new position this quarter.
- •Net inflow $12.2B this quarter.
- •High conviction: top holder weighted 70% on this name.
BRK-B
BERKSHIRE HATHAWAY INC DEL
- •10 whales opened a new position this quarter.
- •Net inflow $11.6B this quarter.
- •High conviction: top holder weighted 21% on this name.
GOOG
ALPHABET INC
- •18 whales opened a new position this quarter.
- •Net inflow $10.3B this quarter.
- •High conviction: top holder weighted 13% on this name.
GEV
GE AEROSPACE
- •7 whales opened a new position this quarter.
- •Net inflow $9.2B this quarter.
- •High conviction: top holder weighted 18% on this name.
MCO
MOODYS CORP
- •8 whales opened a new position this quarter.
- •Net inflow $9.1B this quarter.
- •High conviction: top holder weighted 15% on this name.
CNI
CANADIAN NATL RY CO
- •4 whales opened a new position this quarter.
- •Net inflow $8.6B this quarter.
- •High conviction: top holder weighted 13% on this name.
META
Meta Platforms, Inc.
- •15 whales opened a new position this quarter.
- •Net inflow $7.9B this quarter.
- •High conviction: top holder weighted 19% on this name.
AMZN
AMAZON COM INC
- •13 whales opened a new position this quarter.
- •Net inflow $7.8B this quarter.
- •High conviction: top holder weighted 23% on this name.
WM
WASTE MGMT INC DEL
- •3 whales opened a new position this quarter.
- •Net inflow $6.5B this quarter.
- •High conviction: top holder weighted 15% on this name.
MA
Mastercard Inc.
- •11 whales opened a new position this quarter.
- •Net inflow $6.2B this quarter.
- •High conviction: top holder weighted 17% on this name.
SPGI
S&P GLOBAL INC
- •6 whales opened a new position this quarter.
- •Net inflow $6.1B this quarter.
- •High conviction: top holder weighted 19% on this name.
GOOGL
ALPHABET INC
- •15 whales opened a new position this quarter.
- •Net inflow $5.9B this quarter.
- •High conviction: top holder weighted 13% on this name.
CP
CANADIAN PACIFIC KANSAS CITY
- •5 whales opened a new position this quarter.
- •Net inflow $5.6B this quarter.
- •High conviction: top holder weighted 25% on this name.
ORCL
ORACLE CORP
- •8 whales opened a new position this quarter.
- •Net inflow $3.9B this quarter.
IEP
ICAHN ENTERPRISES LP
- •Net inflow $3.9B this quarter.
- •High conviction: top holder weighted 53% on this name.
PM
Philip Morris Intl Inc
- •7 whales opened a new position this quarter.
- •Net inflow $3.8B this quarter.
LOAR
LOAR HOLDINGS INC
- •Net inflow $2.8B this quarter.
- •High conviction: top holder weighted 44% on this name.
SYK
STRYKER CORPORATION
- •3 whales opened a new position this quarter.
- •Net inflow $2.6B this quarter.
BRK-A
BERKSHIRE HATHAWAY INC DEL
- •9 whales opened a new position this quarter.
- •Net inflow $2.4B this quarter.
- •High conviction: top holder weighted 75% on this name.
SHOP
SHOPIFY INC
- •3 whales opened a new position this quarter.
- •Net inflow $2.2B this quarter.
WTW
WILLIS TOWERS WATSON PLC LTD
- •5 whales opened a new position this quarter.
- •Net inflow $2.2B this quarter.
- •High conviction: top holder weighted 17% on this name.
ELV
ELEVANCE HEALTH INC FORMERLY
- •3 whales opened a new position this quarter.
- •Net inflow $2.2B this quarter.
- •High conviction: top holder weighted 15% on this name.
NFLX
NETFLIX INC
- •5 whales opened a new position this quarter.
- •Net inflow $2.2B this quarter.
WAT
WATERS CORP
- •3 whales opened a new position this quarter.
- •Net inflow $2.1B this quarter.
ADP
AUTOMATIC DATA PROCESSING IN
- •4 whales opened a new position this quarter.
- •Net inflow $2.1B this quarter.
TSM
Taiwan Semiconductor Mfg Ltd
- •9 whales opened a new position this quarter.
- •Net inflow $2.0B this quarter.
CRM
SALESFORCE INC
- •7 whales opened a new position this quarter.
- •Net inflow $1.9B this quarter.
- •High conviction: top holder weighted 22% on this name.
FICO
FAIR ISAAC CORP
- •4 whales opened a new position this quarter.
- •Net inflow $1.9B this quarter.
- •High conviction: top holder weighted 34% on this name.
CVNA
CARVANA CO
- •3 whales opened a new position this quarter.
- •Net inflow $1.8B this quarter.
- •High conviction: top holder weighted 76% on this name.
CMCSA
Comcast Corp Cl A
- •7 whales opened a new position this quarter.
- •Net inflow $1.8B this quarter.
MAR
MARRIOTT INTL INC NEW
- •4 whales opened a new position this quarter.
- •Net inflow $1.8B this quarter.
DE
DEERE & CO
- •4 whales opened a new position this quarter.
- •Net inflow $1.7B this quarter.
KKR
KKR & CO INC
- •4 whales opened a new position this quarter.
- •Net inflow $1.6B this quarter.
- •High conviction: top holder weighted 13% on this name.
ABT
ABBOTT LABS
- •3 whales opened a new position this quarter.
- •Net inflow $1.6B this quarter.
ZTS
Zoetis Inc
- •5 whales opened a new position this quarter.
- •Net inflow $1.5B this quarter.
TMO
THERMO FISHER SCIENTIFIC INC
- •4 whales opened a new position this quarter.
- •Net inflow $1.5B this quarter.
UNH
UnitedHealth Group Inc.
- •7 whales opened a new position this quarter.
- •Net inflow $1.5B this quarter.
MSCI
MSCI INC
- •4 whales opened a new position this quarter.
- •Net inflow $1.5B this quarter.
LLY
ELI LILLY & CO
- •3 whales opened a new position this quarter.
- •Net inflow $1.5B this quarter.
IDXX
IDEXX LABS INC
- •3 whales opened a new position this quarter.
- •Net inflow $1.5B this quarter.
JHG
JANUS HENDERSON GROUP PLC
- •Net inflow $1.4B this quarter.
- •High conviction: top holder weighted 35% on this name.
ADI
ANALOG DEVICES INC
- •5 whales opened a new position this quarter.
- •Net inflow $1.4B this quarter.
LAD
LITHIA MTRS INC
- •6 whales opened a new position this quarter.
- •Net inflow $1.4B this quarter.
- •High conviction: top holder weighted 23% on this name.
ADBE
ADOBE INC
- •4 whales opened a new position this quarter.
- •Net inflow $1.4B this quarter.
DIS
DISNEY WALT CO
- •8 whales opened a new position this quarter.
- •Net inflow $1.4B this quarter.
- •High conviction: top holder weighted 17% on this name.
PG
PROCTER AND GAMBLE CO
- •5 whales opened a new position this quarter.
- •Net inflow $1.3B this quarter.
TDG
TRANSDIGM GROUP INC
- •Net inflow $1.3B this quarter.
- •High conviction: top holder weighted 26% on this name.
CSGP
COSTAR GROUP INC
- •4 whales opened a new position this quarter.
- •Net inflow $1.3B this quarter.
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★ WatchlistData from SEC EDGAR · whalstreet.com