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Adds vs. Reduces by Quarter
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TOST —
TOAST INC
CUSIP: 888787108 · Held by 5 superinvestors · Combined value: $628,005,323
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | ValueAct Capital | 4.0% | $284,622,486 | 8,015,277 | ADD | +4,618,077 |
| 2 | Jim Simons | 0.2% | $122,648,983 | 3,453,928 | ADD | +993,116 |
| 3 | Ken Griffin | 0.0% | $99,073,930 | 2,790,029 | ADD | +18,466 |
| 4 | Henry Ellenbogen | 0.8% | $81,638,307 | 2,299,023 | REDUCE | -4,061,875 |
| 5 | Ray Dalio | 0.1% | $40,021,617 | 1,127,052 | ADD | +737,699 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | ADD | +993,116 | +40.4% |
| Ken Griffin | ADD | +18,466 | +0.7% |
| Ray Dalio | ADD | +737,699 | +189.5% |
| ValueAct Capital | ADD | +4,618,077 | +135.9% |
| Henry Ellenbogen | REDUCE | -4,061,875 | -63.9% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| ValueAct Capital | NEW BUY | +3,397,200 | New |
| Jim Simons | ADD | +17,000 | +0.7% |
| Henry Ellenbogen | REDUCE | -3,884,826 | -37.9% |
| Ken Griffin | REDUCE | -343,409 | -11.0% |
| Ray Dalio | REDUCE | -304,723 | -43.9% |
Who Owns TOST? Superinvestor Holdings
TOAST INC is held by 5 tracked superinvestors, with a combined position value of $628 million . The largest positions are held by ValueAct Capital (4.0% of portfolio), Jim Simons (0.2% of portfolio), Ken Griffin (0.0% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 1 reduced or exited.