# What value investors bought and sold in Q1 2024 | moatshark

In Q1 2024, 34 value investors filed 13Fs. The most popular buy was Alibaba Group Holding, added to by 5 managers, followed by Charles Schwab and Baidu.

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Alibaba Group Holding (BABA) | 5 | 0 | $627m |
| Charles Schwab (SCHW) | 4 | 0 | $271m |
| Baidu (BIDU) | 4 | 1 | $235m |
| Analog Devices (ADI) | 4 | 1 | $147m |
| HDFC Bank (HDB) | 4 | 1 | $99.7m |
| International Flavors & Fragrances (IFF) | 3 | 0 | $1.3bn |
| Thermo Fisher Scientific (TMO) | 3 | 0 | $888m |
| Apple (AAPL) | 3 | 0 | $879m |
| Paycom Software (PAYC) | 3 | 0 | $820m |
| Zoetis (ZTS) | 3 | 0 | $431m |
| Nike (NKE) | 3 | 0 | $336m |
| UnitedHealth Group (UNH) | 3 | 0 | $275m |
| Alphabet (GOOG) | 3 | 0 | $165m |
| Yum China Holdings (YUMC) | 3 | 1 | $162m |
| JD.com (JD) | 3 | 1 | $156m |
| Uber Technologies (UBER) | 3 | 1 | $155m |
| Comcast (CMCSA) | 3 | 0 | $79.5m |
| Walt Disney (DIS) | 3 | 0 | $45.7m |
| Starbucks (SBUX) | 3 | 0 | $36.0m |
| Medtronic (MDT) | 3 | 0 | $8.5m |
| Truist Financial (TFC) | 3 | 0 | $4.1m |
| Microsoft (MSFT) | 3 | 0 | $3.0m |
| Exxon Mobil (EXMOC) | 3 | 0 | $2.0m |
| Mastercard (MA) | 3 | 1 | $1.3m |
| Deere & Co (DE) | 2 | 1 | $1.3bn |
| Charter Communications (CHTR) | 2 | 0 | $1.2bn |
| General Electric (GE) | 2 | 0 | $906m |
| CVS Health (CVS) | 2 | 0 | $859m |
| Haleon (HLN) | 2 | 0 | $566m |
| Occidental Petroleum (OXY) | 2 | 0 | $325m |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 13 | 0 | $562m |
| Microsoft (MSFT) | 11 | 1 | $914m |
| Meta Platforms (META) | 9 | 1 | $1.8bn |
| Berkshire Hathaway (BRK.B) | 9 | 0 | $749m |
| Wells Fargo & Company (WFC) | 7 | 0 | $425m |
| Visa (V) | 7 | 0 | $189m |
| Apple (AAPL) | 6 | 0 | $22bn |
| Amazon.com (AMZN) | 6 | 0 | $972m |
| American Express (AXP) | 6 | 0 | $219m |
| JPMorgan Chase (JPM) | 5 | 0 | $245m |
| Bank of America (BAC) | 5 | 0 | $182m |
| Pepsico (PEP) | 5 | 1 | $173m |
| Walt Disney (DIS) | 5 | 0 | $56.8m |
| UnitedHealth Group (UNH) | 5 | 0 | $53.4m |
| Taiwan Semiconductor Manufacturing (TSM) | 5 | 1 | $42.4m |
| Paypal Holdings (PYPL) | 4 | 0 | $1.3bn |
| Capital One Financial (COF) | 4 | 0 | $680m |
| Oracle (ORCL) | 4 | 0 | $534m |
| Chevron (CVX) | 4 | 0 | $465m |
| Ferguson (FERG1GBX) | 4 | 1 | $436m |
| Mastercard (MA) | 4 | 0 | $356m |
| BNY (BK) | 4 | 0 | $308m |
| Fiserv (FISV) | 4 | 0 | $225m |
| Moody's (MCO) | 4 | 0 | $145m |
| Booking Holdings (BKNG) | 4 | 0 | $124m |
| Liberty Broadband (8L8C) | 4 | 1 | $122m |
| US Bancorp (USB) | 4 | 0 | $48.8m |
| KKR & Co. (KKR) | 3 | 0 | $1.3bn |
| Liberty Media (FWONA) | 3 | 0 | $592m |
| Otis Worldwide (OTIS) | 3 | 0 | $524m |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 23 | $26bn | 37.5% |
| Microsoft (MSFT) | 15 | $17bn | 12.5% |
| Berkshire Hathaway (BRK.B) | 15 | $8.8bn | 32.3% |
| Visa (V) | 14 | $13bn | 11.8% |
| Apple (AAPL) | 11 | $147bn | 78.0% |
| Bank of America (BAC) | 11 | $45bn | 42.8% |
| American Express (AXP) | 11 | $36bn | 10.4% |
| Walt Disney (DIS) | 11 | $6.4bn | 49.3% |
| Meta Platforms (META) | 10 | $8.7bn | 9.4% |
| Mastercard (MA) | 10 | $8.2bn | 19.5% |
| UnitedHealth Group (UNH) | 10 | $3.8bn | 7.9% |
| Amazon.com (AMZN) | 9 | $14bn | 24.7% |
| Wells Fargo & Company (WFC) | 9 | $9.6bn | 46.2% |
| Moody's (MCO) | 8 | $17bn | 14.5% |
| S&P Global (SPGI) | 8 | $4.6bn | 19.2% |
| Alibaba Group Holding (BABA) | 8 | $2.6bn | 12.1% |
| Charles Schwab (SCHW) | 7 | $8.9bn | 9.1% |
| Comcast (CMCSA) | 7 | $5.6bn | 3.1% |
| Taiwan Semiconductor Manufacturing (TSM) | 7 | $1.9bn | 7.9% |
| JPMorgan Chase (JPM) | 7 | $1.4bn | 5.4% |
| General Electric (GE) | 6 | $12bn | 20.7% |
| Capital One Financial (COF) | 6 | $9.8bn | 8.1% |
| BNY (BK) | 6 | $5.3bn | 3.3% |
| Philip Morris International (PM) | 6 | $2.8bn | 5.3% |
| Oracle (ORCL) | 6 | $2.7bn | 4.3% |
| Truist Financial (TFC) | 6 | $2.5bn | 1.5% |
| Nike (NKE) | 6 | $1.7bn | 2.4% |
| Pepsico (PEP) | 6 | $1.6bn | 11.0% |
| Diageo (DEO) | 6 | $266m | 2.0% |
| Coca-Cola (KO) | 5 | $24bn | 7.4% |
| Occidental Petroleum (OXY) | 5 | $23bn | 31.8% |
| Chevron (CVX) | 5 | $19bn | 5.8% |
| Fiserv (FISV) | 5 | $8.5bn | 12.9% |
| FedEx (FDX) | 5 | $4.3bn | 6.0% |
| CVS Health (CVS) | 5 | $3.7bn | 1.9% |
| Booking Holdings (BKNG) | 5 | $3.3bn | 4.8% |
| Thermo Fisher Scientific (TMO) | 5 | $3.1bn | 4.4% |
| KKR & Co. (KKR) | 5 | $2.9bn | 12.4% |
| Texas Instruments (TXN) | 5 | $1.5bn | 2.3% |
| Analog Devices (ADI) | 5 | $1.2bn | 2.3% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2024-q1). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.