Позиции ведущих хэджфондов за 2-й квартал 2021 года.

APPALOOSA

Top new buys: UBER, PHM, BODY, TCVA
Top exits: CRM, ADBE, DIS, PYPL, IQ, DISCA, BIDU, SHOP
Boosted stakes in: MOS, FCX
Cut stakes in: PCG, MU, TMUS, AMZN, CHK, BABA, FB, GOOG, HCA, XLE

BAUPOST GROUP

Top new buys: SJR, RTPY, 1865300D
Top exits: FOXA, FOX, PEAK, FNF, RTP, HIPO
Boosted stakes in: FB, MU, QRVO, TBPH
Cut stakes in: INTC, WLTW, EBAY, PSTH, SSNC, ADV, AJAX, NXST, DBRG, LBTYK

BERKSHIRE HATHAWAY

Top exits: AXTA, BIIB, LBTYA
Boosted stakes in: KR, RH, AON
Cut stakes in: GM, BMY, ABBV, LBTYK, CVX, MMC, USB

CORVEX MANAGEMENT

Top new buys: CRM, ZNGA, BOAC, ROVR, TWCT, LGV
Top exits: FISV, EXPE, GLD, FE, GPN, RADI, ORGN, TALK, ELMS, NFLX
Boosted stakes in: BLMN, AMZN, GOOGL, DIS, MSFT, CCEP, ATUS, EXC, DOMA, FB
Cut stakes in: ATVI, TMUS, AJAX, CFAC

D1 CAPITAL PARTNERS

Top new buys: PCOR, FTCH, PODD, ALKT, CMG, DLO, DECK, STNE, CRWD, FTV
Top exits: HLT, NFLX, EDU, BAX, NKE, PPD, LVS, FIS, BX, BMBL
Boosted stakes in: AMZN, EXPE, CVNA, PTON, BBWI, JD, RH, BLL, BKNG, DIS
Cut stakes in: MSFT, TMUS, FB, COUP, DHR, DDOG

DUQUESNE FAMILY OFFICE

Top new buys: NFLX, ABNB, MRNA, SMAR, GM, COUP, MAR, FTCH, CF, RBLX
Top exits: C, GOLD, MELI, UBER, TSM, LIN, RUN, JPM, AA, ASHR
Boosted stakes in: GOOGL, AMZN, CVNA, FB, KBR, MA, V, SBUX, EXPE, OPCH
Cut stakes in: MSFT, SE, ON, BLDR, PLTR, FLEX, TMUS, SNOW, TECK, FCX

ELLIOTT INVESTMENT MANAGEMENT

Top new buys: DUK, DBX, HRB
Top exits: DISCK, CYH, FB
Boosted stakes in: TWTR, ETWO, PINS
Cut stakes in: SNAP, HWM

GLENVIEW CAPITAL MANAGEMENT

Top new buys: CNC, AMZN, BABA, CCCS, UBER, AMGN, CHNG, OUST, BOWX, LSAQ
Top exits: NUAN, LH, MSFT, CAR, LYFT, MAR, PPD, NBSE
Boosted stakes in: GPN, CCEP, APTV, WBA, DD, CTVA, DVA, NSC, HOLX, ESI
Cut stakes in: CI, TAK, HCA, MCK, DXC, FB, ANTM, BSX, BAX, FISV

GREENLIGHT CAPITAL

Top new buys: SPY, PLBY, GPK, NWS, SRNG, EXPE, DMYI, LIVN, UWMC, PANA
Top exits: ADT, ALIT, TALK, SEAH
Boosted stakes in: TECK, GPRO, ODP, CC, CPRI, JOBY, SATS, ASTS, FUBO, REZI
Cut stakes in: DNMR, APG, KPLT, CNX, XOG, CNXC, JACK, SNX, NUVB, CEIX

ICAHN

Top exits: HLF, TEN
Boosted stakes in: IEP, XRX
Cut stakes in: OXY, DK, WBT

JANA PARTNERS

Top new buys: CSOD
Boosted stakes in: CONE, VG, SPY, EHC
Cut stakes in: LH, CAG, THS

LANSDOWNE

Top new buys: ILMN, WMG, NVT
Top exits: ED, DAR, AES, REGI, CDE, PAAS, USO
Boosted stakes in: ETN, FCX, CARR, AER, DAL, IEUR, BLBD, VMC, RBLX, UVXY
Cut stakes in: AMAT, TSM, LRCX, MU, RYAAY, GE, ENIA, EGO, ADI, BKNG

MAVERICK CAPITAL

Top new buys: CNC, JLL, CANO, FTCH, GPN, BHG, CMAX, ADSK, SE, JWSM
Top exits: FIS, PLD, ELAN, LVS, SPFR, MAC, DASH, TJX, ZBRA, HPQ
Boosted stakes in: CVNA, ASO, SNOW, V, BABA, EXPE, TMUS, CCK, XP, ATRA
Cut stakes in: SEER, AMAT, ALNY, LRCX, AON, AMZN, LPLA, SUM, TGTX, GOOG

MELVIN CAPITAL MANAGEMENT

Top new buys: JD, DASH, PYPL, DPZ, MSFT, TGT, VMEO, SE, SHOP, DDOG
Top exits: NFLX, NUAN, PINS, AAP, NKE, MU, SIG, TPX, TPR, WYNN
Boosted stakes in: AMZN, ATVI, ALGN, LYV, LH, EXPE, SEAS, SNOW, PVH, TXRH
Cut stakes in: MA, FB, BBWI, GOOGL, SBUX, UBER, FICO, NTES, HLT, NOW

OMEGA ADVISORS

Top new buys: LAD, BHC, VOO, PFSI, EFA, IVW, COG, SCHO, IEUR, EWJ
Top exits: MGY, IFF, CMCSA
Boosted stakes in: FOA, WSC, VRT, NRG, PXD, ABR, ASH, ASPU, BABA, FLMN
Cut stakes in: FOE, NAVI, OCN, TRN, BBDC, FCRD, SRGA, FB, SNR

PERSHING SQUARE

Boosted stakes in: DPZ
Cut stakes in: LOW, QSR, HLT, A

SOROBAN CAPITAL

Top new buys: FB, TWTR, NFLX, WAB, KAHC, LGV, BKI, PLNT, MSDA, TIOA
Top exits: BABA, CMCSA, DPZ, RTX, GRA, GWRE, ALIT, SFTW, SPFR
Boosted stakes in: LOW, CSX, ADI, UNP, FIS, VYGG, BTNB
Cut stakes in: ATUS, SPGI, PAYO, KVSB, ME, SUNL, BGRY, GNAC, DOMA, NSH

SOROS FUND MANAGEMENT

Top new buys: FIGS, INFO, PTRA, MQ, PPD, VER, NUAN, MGLN, INDI, ACN
Top exits: BIDU, DEN, VIPS, TME, IQ, DISCK, XLE, MU, ASHR, WAL
Boosted stakes in: AMZN, MXIM, ELAN, GOOGL, CLVT, DIS, OPEN, W, CRM, SYF
Cut stakes in: LQD, QS, VICI, UPST, TXN, LVS, ADI, NXPI, DHI, LPLA

STARBOARD

Top new buys: PZZA, WPCB, LEGA, KAHC, SLAM, FRXB, ATMR, ROSS, MACC, ACAH
Boosted stakes in: CERN, BOX, IWM, IWR, TWCT, KVSC, DGNU, PRPB, LNFA, ON
Cut stakes in: CTVA, IWN, ACM, MAAC, SCOR, NLOK, MMSI, ELAN, CVLT

TEMASEK HOLDINGS

Top new buys: ABNB, INTA, FLYW, PAYO, KRE, STEM, LCTU, INTC, SOFI, COPX
Top exits: XLF, ADBE, INDA, EWZ, ACIU, PCVX
Boosted stakes in: BILL, BEAM, TMO, DELL, EWY, IBN, IAU, CRM, SNOW, AFRM
Cut stakes in: WISH, IWM, BABA, MSFT, XLB, CTVA, DASH, RBLX

THIRD POINT

Top new buys: S, SOFI, EDR, ZBH, PTON, RTPY, JWSM, ASZ, IACC, AUS
Top exits: IAA, RACE, KMX, Z, SHOP, CVNA, ETRN, NYT, WISH, RKT
Boosted stakes in: INTC, AMZN, DELL, CANO, EL, UBER, SU, RH, DD, AES
Cut stakes in: CHTR, PCG, JD, IQV, DIS, RADI, APTV, BOAC, MTTR, TEL

TIGER GLOBAL

Top new buys: PCOR, PATH, COIN, DV, BHG, DLO, APP, S, GRUB, KPLT
Top exits: ASO
Boosted stakes in: DASH, DOCU, ZM, SHOP, SE, SNOW, CVNA, PTON, YSG, RNG
Cut stakes in: CRM, TAL, JD, EDU, RBLX, GDS, UBER, DESP, BABA, RDFN