美國神級基金最新持股變化

美國神級基金最新持股變化

截至2013年9月30日美國神級基金最新持股變化（13F）

又到了抄飛時節

APPALOOSA

• Boosted Stakes in HCA, HUN, CE, LCC, TEX in 3Q
• Cut Stakes in SPY, BRCM, BAC, HTZ, SNDK in 3Q
• Exited Stakes in CMCSA, MSFT, WFT, CHKP, NTAP in 3Q
• Took Stakes in JCP, FCX, INGR, CYH, THC in 3Q

BERKSHIRE HATHAWAY

• Boosted Stakes in SU, V.N, USB, BK in 3Q
• Cut Stakes in COP, DTV, GSK, SNY in 3Q

BP CAPITAL

• Boosted Stakes in PXD, WFT, HAL, VLO, APC in 3Q
• Exited Stakes in APA, WLL, SU, BCEI, SM in 3Q
• Cut Stakes in GDP, TSO, PSX, BAS, YCS in 3Q
• Took Stakes in XOM, ATHL, EQT, XON in 3Q

ETON PARK

• Cut Stakes in FOXA, DG, DLTR, ELN, EBAY, BIDU in 3Q
• Exited Stakes in NLSN, PCLN, ULTA, VC, CHTR in 3Q
• Took Stakes in FDO, STZ, BID, EQIX, AUCN, MNK in 3Q

FAIRHOLME CAPITAL

• Cut Stakes in JOE, C, WFC, HIG in 3Q
• Boosted Stakes in SHLD in 3Q

GATES FOUNDATION

• Boosted Stakes in BRK/B, BP in 3Q
• Took Stakes in APD in 3Q

GREENLIGHT CAPITAL INC

• Boosted Stakes in WPX, OIS, SPR in 3Q
• Cut Stakes in AET, AHL, LM, NCR, CI in 3Q
• Exited Stakes in OAK, STBZ, CBF in 3Q
• Took Stakes in XON, TPX, NVR in 3Q

HIGHFIELDS

• Boosted Stakes in MSFT, FDX, VOD, QCOM, Vodafone 3Q
• Cut Stakes in FOXA, SLM, UPS, THI, ups, aet in 3Q
• Exited Stakes in ILMN, ORCL, JPM, LPS, ORCL TEVA 3Q
• Took Stakes in ASH, NWSA, MU, CF, MU, NWSA in 3Q

ICAHN ASSOCIATES

• Boosted Stakes in FDML, IEP, CHK, NUAN in 3Q

LONE PINE CAPITAL

• Boosted Stakes in MON, QCOM, DG in 3Q
• Exited Stakes in ISRG, RL, HTZ, GRA, TMO in 3Q
• Took Stakes in BIDU, MA, DVA, P, AMZN in 3Q
• Cut Stakes in GOOG, PUN, EBAY, CHTR, HRB in 3Q

OMEGA ADVISORS

• Boosted Stakes in SD, C, EXXI, CZR, PMT in 3Q
• Cut Stakes in UNE, KMI, ESRX, QCOM, WMB in 3Q
• Exited Stakes in OXY, WFC, CROX, ASNA, ORCL in 3Q
• Took Stakes in S, FCX, HCA, RLGY, CMCSK in 3Q

PAULSON

• Boosted Stakes in VOD, FDO, KOG, MTB, AET in 3Q
• Cut Stakes in RLGY, CIE, LIFE, IOC, LEAP in 3Q
• Exited Stakes in MJN, ELN, FRP in 3Q
• Took Stakes in TWC, S, MNK, FDX, WLL in 3Q

PERSHING SQUARE

• Boosted Stake in APD in 3Q
• Exited Stake in MATX, JCP in 3Q
• Cut Stakes in GGP, PG, CP in 3Q

RELATIONAL

• Boosted Stakes in SPW, TKR, HES, PM., TKR, BG in 3Q
• Cut Stakes in HPQ, DGX, SPY, MDY in 3Q
• Exited Stakes in A, EMN, TEX, IWS in 3Q
• Took Stakes in TLM, VSI in 3Q

SAC CAPITAL

• Boosted Stakes in YHOO, APD, ISRG, ISO in 3Q
• Cut Stakes in CLR, AMZN, SLB, FB, GPS in 3Q
• Exited Stakes in PETM, MT, GDX, PF in 3Q
• Took Stakes in PNRA, ZNGA, TRN, NOK, PRGO in 3Q

SOROS FUND

• Exited Stakes in DAL, UAL, SFLY, ACTG in 3Q
• Boosted Stakes in CF, DXJ, PVA, SEMG in 3Q
• Cut Stakes in GOOG, HO, AIG, STZ in 3Q
• Took Stakes in MSFT, FDX, TEVA, HAL in 3Q

THIRD POINT LLC

• Boosted Stakes in BID, CCE, STZ, APC, CF in 3Q
• Cut Stakes in YHOO, DIS, TMO, COG, FOXA in 3Q
• Exited Stakes in TIF, WCC, WMB in 3Q
• Took Stakes in FDX, GOOG, EQT, XON, ATVI in 3Q

TRIAN FUND MANAGEMENT LP

• Boosted Stakes in LM in 3Q
• Cut Stakes in IR in 3Q
• Exited Stakes in STT, BID in 3Q