• Cut stakes in: JACK, ICPT, GLD, CC, CCK, NCR, CHNG, AER
ICAHN
• Top new buys: BHC, DAN
• Boosted stakes in: IEP, XRX
• Cut stakes in: TEN, LNG
JANA PARTNERS
• Top new buys: LH, THS, TGNA, GRA
• Top exits: ELY, BCO
• Boosted stakes in: PRSP, EHC
• Cut stakes in: SPY, BLMN, NEWR
LANSDOWNE
• Top new buys: UNP, GE, ENIA, PSX, HTOO, EEM, VXX, GLD, UVXY
• Top exits: FSLR, COG, EQT, CDE, PAAS, UNVR, LOOP, QS, RIDE, GDXJ
• Boosted stakes in: TSM, AMAT, ADI, AES, BLDP, AG, TMUS
• Cut stakes in: C, ED, IDA, LUV, NSC, BKNG, DAR, UAL, REGI, VMC
LONG POND
• Top new buys: PHM, SUI, ELS, AMH, NNN, SRC, FR, ABNB, LSI, EXP
• Top exits: HLT, SHO, SBRA, PEAK, WELL, PGRE, HPP, EXPE, KRC, H
• Boosted stakes in: EQR, AVB, WH, UDR, GLPI
• Cut stakes in: DEI, JBGS, MGP, MAA, LVS, ESS, CPT, HGV
MAGNETAR FINANCIAL
• Top new buys: OPEN, XLNX, ALXN, PNM, NAV, AJRD, WORK, HMSY, OSB, CCX
• Boosted stakes in: IPHI, CIIC, BSX, AZN, NPA, MRK, EXPC, JIH, IPV, FSRV
• Cut stakes in: ADCT, MPLN, MP, EHC, UBER, ABBV, WLTW, GRUB, VAR, PSTH
MAVERICK CAPITAL
• Top new buys: SEER, MGM, PLD, GTLS, WYNN, IBP, SQZ, DASH, DGNS, CROX
• Top exits: DLTR, GPN, TMUS, WEN, BBBY, UAA, FND, CRI, FTCH, FDX
• Boosted stakes in: AMAT, FLT, ADBE, FB, GME, MSFT, ATRA, GOOG, NKTR, JACK
• Cut stakes in: HUM, GLW, KKR, AMZN, LOGI, APD, ZNGA, DXC, CCK, CNC
MELVIN CAPITAL MANAGEMENT
• Top new buys: FB, COUP, MELI, NFLX, PAGS, CRWD, SPGI, GWW, ADI, XRAY
• Top exits: DOCU, MCD, TJX, LOW, PYPL, WDAY, SBAC, DPZ, BURL, EAT
• Boosted stakes in: MA, EXPE, GOOGL, TEAM, V, HLT, AMD, NUAN, LVS, NKE
• Cut stakes in: BABA, NOW, AMZN, AZO, DDOG, SE, AAP, LH, ALGN, FISV
OAKTREE CAPITAL MANAGEMENT
• Top new buys: COLD, LU, OAS, CRC
• Top exits: MEG, BIDU, CEO, SQM, CCS, GTXMQ, GTH, XPEV, API, MSGE
• Boosted stakes in: ITUB, VALE, BBD, PBR, CX, IBN, AZUL, NMIH, SMCI, TRMD
• Cut stakes in: TSM, UNIT, MELI, INDA, KC, COOP, ALLY
OMEGA ADVISORS
• Top new buys: GM, WSC, CMCSA, BGS, ORCC, DMAC
• Top exits: LEE
• Boosted stakes in: MP, COOP, ATH, ET, STKL, SNR, NAVI, VRT, GCI, FCRD
• Cut stakes in: AMCX, SRGA, MGY
PERSHING SQUARE
• Cut stakes in: LOW, QSR, SBUX, A, HLT
SOROBAN CAPITAL
• Top new buys: LOW, GWRE, PLNT
• Boosted stakes in: MSFT, ATUS, AMZN, FIS, YUM, MAR, ADI, GOOGL
• Cut stakes in: RTX, CSX, PSTH, UNP, HLT, ARMK, FISV
SOROS FUND MANAGEMENT
• Top new buys: QS, EEM, CLVT, ELAN, ALLY, UPST, SYF, XLNX, AMZN, EV
• Top exits: DKNG, XLI, MCHP, U, MCHI, MTG, SIRI, RNR, BXMT, C
• Boosted stakes in: LQD, ATVI, DIS, DHI, NLOK, DEN, GOOGL, AXTA, NXPI, OMF
• Cut stakes in: HAIN, VICI, DRI, SE, PCG, VST, AGNC, CBB, FE, VAR
STARBOARD
• Top new buys: ON
• Top exits: SPY
• Boosted stakes in: ACIW, CTVA, NLOK, CVLT, ACM, IWM, BOX, IWR
• Cut stakes in: AAP, IWN, SCOR, CERN, GDOT, MMSI
TEMASEK HOLDINGS
• Top new buys: DASH, WISH, XLB, XLI, MSFT, SQZ, EWZ, CRM, ABNB, ADBE
• Top exits: DD, GOVT, XLK, USIG, XLV, FUTU, XLP, ROK, CGNX
• Boosted stakes in: PYPL, V, AMZN, MA, SCHP, DDOG, UBER, ASLN
• Cut stakes in: TME, DELL, XLY, SE, FTCH, HDB
THIRD POINT
• Top new buys: UPST, GOOGL, APTV, SWK, NKE, CTLT, LESL, KMX, RH, UNH
• Top exits: FTV, SQ, CZR, GDRX, TXG, PTVE, CD
• Boosted stakes in: INTU, AVTR, PLNT, TDG, MSFT, SPGI, SHY
• Cut stakes in: BABA, AMZN, FIS, CRM, ADBE, PINS, JD, FB, EXPE, GB
TIGER GLOBAL
• Top new buys: DASH, COUP, ONEM, AI, YSG, ABNB, SQ, INTU, MSP, ASO
• Top exits: GOOGL, TME, CDAY, FTCH, CDLX, TENB, BILI
• Boosted stakes in: UBER, SE, PTON, DOCU, MSFT, EGHT, WDAY, NOW, SNOW, SHOP
• Cut stakes in: RUN, FB, TWLO, MDB, ZM, PLAN, PYPL, NFLX, SMAR, FLT
TUDOR INVESTMENT
• Top new buys: AI, ABNB, SOXX, XLF, EWZ, ICLN, MDLZ, RSG, PG, TEKK
• Top exits: KC, KDP, BDX, RPAY, ADT, ADI, ARE, TROW, MAS, SHW
• Boosted stakes in: WORK, SPY, ALXN, MXIM, VAR, EV, GRUB, WLTW, AAPL, UBER
• Cut stakes in: PCG, FSLR, RXT, GDRX, LSI, DLR, DIS, V, XOM, LIN
VIKING GLOBAL INVESTORS
• Top new buys: UNH, ABCL, DIS, PANW, NOW, HIG, GE, HCA, FB, APD
• Top exits: CMCSA, CME, RTX, ADI, EXAS, BILL, TEAM, CDAY, ANTM, ALL
ICAHN
• Top new buys: BHC, DAN
• Boosted stakes in: IEP, XRX
• Cut stakes in: TEN, LNG
JANA PARTNERS
• Top new buys: LH, THS, TGNA, GRA
• Top exits: ELY, BCO
• Boosted stakes in: PRSP, EHC
• Cut stakes in: SPY, BLMN, NEWR
LANSDOWNE
• Top new buys: UNP, GE, ENIA, PSX, HTOO, EEM, VXX, GLD, UVXY
• Top exits: FSLR, COG, EQT, CDE, PAAS, UNVR, LOOP, QS, RIDE, GDXJ
• Boosted stakes in: TSM, AMAT, ADI, AES, BLDP, AG, TMUS
• Cut stakes in: C, ED, IDA, LUV, NSC, BKNG, DAR, UAL, REGI, VMC
LONG POND
• Top new buys: PHM, SUI, ELS, AMH, NNN, SRC, FR, ABNB, LSI, EXP
• Top exits: HLT, SHO, SBRA, PEAK, WELL, PGRE, HPP, EXPE, KRC, H
• Boosted stakes in: EQR, AVB, WH, UDR, GLPI
• Cut stakes in: DEI, JBGS, MGP, MAA, LVS, ESS, CPT, HGV
MAGNETAR FINANCIAL
• Top new buys: OPEN, XLNX, ALXN, PNM, NAV, AJRD, WORK, HMSY, OSB, CCX
• Boosted stakes in: IPHI, CIIC, BSX, AZN, NPA, MRK, EXPC, JIH, IPV, FSRV
• Cut stakes in: ADCT, MPLN, MP, EHC, UBER, ABBV, WLTW, GRUB, VAR, PSTH
MAVERICK CAPITAL
• Top new buys: SEER, MGM, PLD, GTLS, WYNN, IBP, SQZ, DASH, DGNS, CROX
• Top exits: DLTR, GPN, TMUS, WEN, BBBY, UAA, FND, CRI, FTCH, FDX
• Boosted stakes in: AMAT, FLT, ADBE, FB, GME, MSFT, ATRA, GOOG, NKTR, JACK
• Cut stakes in: HUM, GLW, KKR, AMZN, LOGI, APD, ZNGA, DXC, CCK, CNC
MELVIN CAPITAL MANAGEMENT
• Top new buys: FB, COUP, MELI, NFLX, PAGS, CRWD, SPGI, GWW, ADI, XRAY
• Top exits: DOCU, MCD, TJX, LOW, PYPL, WDAY, SBAC, DPZ, BURL, EAT
• Boosted stakes in: MA, EXPE, GOOGL, TEAM, V, HLT, AMD, NUAN, LVS, NKE
• Cut stakes in: BABA, NOW, AMZN, AZO, DDOG, SE, AAP, LH, ALGN, FISV
OAKTREE CAPITAL MANAGEMENT
• Top new buys: COLD, LU, OAS, CRC
• Top exits: MEG, BIDU, CEO, SQM, CCS, GTXMQ, GTH, XPEV, API, MSGE
• Boosted stakes in: ITUB, VALE, BBD, PBR, CX, IBN, AZUL, NMIH, SMCI, TRMD
• Cut stakes in: TSM, UNIT, MELI, INDA, KC, COOP, ALLY
OMEGA ADVISORS
• Top new buys: GM, WSC, CMCSA, BGS, ORCC, DMAC
• Top exits: LEE
• Boosted stakes in: MP, COOP, ATH, ET, STKL, SNR, NAVI, VRT, GCI, FCRD
• Cut stakes in: AMCX, SRGA, MGY
PERSHING SQUARE
• Cut stakes in: LOW, QSR, SBUX, A, HLT
SOROBAN CAPITAL
• Top new buys: LOW, GWRE, PLNT
• Boosted stakes in: MSFT, ATUS, AMZN, FIS, YUM, MAR, ADI, GOOGL
• Cut stakes in: RTX, CSX, PSTH, UNP, HLT, ARMK, FISV
SOROS FUND MANAGEMENT
• Top new buys: QS, EEM, CLVT, ELAN, ALLY, UPST, SYF, XLNX, AMZN, EV
• Top exits: DKNG, XLI, MCHP, U, MCHI, MTG, SIRI, RNR, BXMT, C
• Boosted stakes in: LQD, ATVI, DIS, DHI, NLOK, DEN, GOOGL, AXTA, NXPI, OMF
• Cut stakes in: HAIN, VICI, DRI, SE, PCG, VST, AGNC, CBB, FE, VAR
STARBOARD
• Top new buys: ON
• Top exits: SPY
• Boosted stakes in: ACIW, CTVA, NLOK, CVLT, ACM, IWM, BOX, IWR
• Cut stakes in: AAP, IWN, SCOR, CERN, GDOT, MMSI
TEMASEK HOLDINGS
• Top new buys: DASH, WISH, XLB, XLI, MSFT, SQZ, EWZ, CRM, ABNB, ADBE
• Top exits: DD, GOVT, XLK, USIG, XLV, FUTU, XLP, ROK, CGNX
• Boosted stakes in: PYPL, V, AMZN, MA, SCHP, DDOG, UBER, ASLN
• Cut stakes in: TME, DELL, XLY, SE, FTCH, HDB
THIRD POINT
• Top new buys: UPST, GOOGL, APTV, SWK, NKE, CTLT, LESL, KMX, RH, UNH
• Top exits: FTV, SQ, CZR, GDRX, TXG, PTVE, CD
• Boosted stakes in: INTU, AVTR, PLNT, TDG, MSFT, SPGI, SHY
• Cut stakes in: BABA, AMZN, FIS, CRM, ADBE, PINS, JD, FB, EXPE, GB
TIGER GLOBAL
• Top new buys: DASH, COUP, ONEM, AI, YSG, ABNB, SQ, INTU, MSP, ASO
• Top exits: GOOGL, TME, CDAY, FTCH, CDLX, TENB, BILI
• Boosted stakes in: UBER, SE, PTON, DOCU, MSFT, EGHT, WDAY, NOW, SNOW, SHOP
• Cut stakes in: RUN, FB, TWLO, MDB, ZM, PLAN, PYPL, NFLX, SMAR, FLT
TUDOR INVESTMENT
• Top new buys: AI, ABNB, SOXX, XLF, EWZ, ICLN, MDLZ, RSG, PG, TEKK
• Top exits: KC, KDP, BDX, RPAY, ADT, ADI, ARE, TROW, MAS, SHW
• Boosted stakes in: WORK, SPY, ALXN, MXIM, VAR, EV, GRUB, WLTW, AAPL, UBER
• Cut stakes in: PCG, FSLR, RXT, GDRX, LSI, DLR, DIS, V, XOM, LIN
VIKING GLOBAL INVESTORS
• Top new buys: UNH, ABCL, DIS, PANW, NOW, HIG, GE, HCA, FB, APD
• Top exits: CMCSA, CME, RTX, ADI, EXAS, BILL, TEAM, CDAY, ANTM, ALL