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Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
INFY —
INFOSYS LTD
CUSIP: 456788108 · Held by 5 superinvestors · Combined value: $170,266,678
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Philippe Laffont | 0.2% | $81,521,261 | 4,574,706 | NEW BUY | +4,574,706 |
| 2 | Sarah Ketterer | 0.6% | $44,234,907 | 2,482,318 | ADD | +2,198,391 |
| 3 | Howard Marks | 0.3% | $19,508,480 | 1,094,752 | NEW BUY | +1,094,752 |
| 4 | Ken Griffin | 0.0% | $16,092,030 | 903,032 | REDUCE | -1,095,635 |
| 5 | Leopold Aschenbrenner | 0.2% | $8,910,000 | 500,000 | NEW BUY | +500,000 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Howard Marks | NEW BUY | +1,094,752 | New |
| Leopold Aschenbrenner | NEW BUY | +500,000 | New |
| Philippe Laffont | NEW BUY | +4,574,706 | New |
| Sarah Ketterer | ADD | +2,198,391 | +774.3% |
| Ken Griffin | REDUCE | -1,095,635 | -54.8% |
| Jim Simons | SOLD | -53,200 | Exit |
| John Rogers | SOLD | -11,637 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| John Rogers | NEW BUY | +11,637 | New |
| Jim Simons | REDUCE | -3,083,976 | -98.3% |
| Ken Griffin | REDUCE | -3,802,370 | -65.5% |
Who Owns INFY? Superinvestor Holdings
INFOSYS LTD is held by 5 tracked superinvestors, with a combined position value of $170 million . The largest positions are held by Philippe Laffont (0.2% of portfolio), Sarah Ketterer (0.6% of portfolio), Howard Marks (0.3% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 1 reduced or exited.