77% of his new positions were winners since the end of 24Q3.
The top 5 gainers by % ROI:
$VRNA +80%
$NAMS +42%
$FHN +39%
$AVGO +38%
$XPO +28%
Free access to Stanley Druckenmiller's portfolio:
hedgemind.com/hedge-fund-p...
The fund initiated a small position in Q3 and then quintupled it in Q4, a truly high-conviction buy.👇🏼
The position is now its 5th largest holding, only less important than these big winners:
$TSLA
$NVDA
$META
$PLTR
hedgemind.com/hedge-fund-p...
The fund initiated a small position in Q3 and then quintupled it in Q4, a truly high-conviction buy.👇🏼
The position is now its 5th largest holding, only less important than these big winners:
$TSLA
$NVDA
$META
$PLTR
hedgemind.com/hedge-fund-p...
What do they all have in common?
High bullish sentiment among hedge funds.👇🏼
Leverage what we have done to uncover these winning stocks and increase your probabilities of catching winners.👇🏼
What do they all have in common?
High bullish sentiment among hedge funds.👇🏼
Leverage what we have done to uncover these winning stocks and increase your probabilities of catching winners.👇🏼
Institutional investors continued to be net buyers in Q4.
Our early #13F data shows 500+ institutional holders reported holding 11M+ shares, up 12%+ q/q.
~60% of 500+ holders were buyers.
Track latest #13F filings:
hedgemind.com/13f-filing-d...
Institutional investors continued to be net buyers in Q4.
Our early #13F data shows 500+ institutional holders reported holding 11M+ shares, up 12%+ q/q.
~60% of 500+ holders were buyers.
Track latest #13F filings:
hedgemind.com/13f-filing-d...
Mon 1/27
$SOFI**
Tue 1/28
$SAP
Wed 1/29
$TSLA
$META
$MSFT
$NOW
$CLS
$IBM
$LRCX
$ASML**
Thur 1/30
$AAPL
$INTC
$KLAC
$TEAM
$APPF
$COUR
$MBLY**
**Before the market open
Mon 1/27
$SOFI**
Tue 1/28
$SAP
Wed 1/29
$TSLA
$META
$MSFT
$NOW
$CLS
$IBM
$LRCX
$ASML**
Thur 1/30
$AAPL
$INTC
$KLAC
$TEAM
$APPF
$COUR
$MBLY**
**Before the market open
1,820+, 24% of exp. institutional investors have done their #13F flings.
Among them, a few hedge funds that are worth to take a look:
Deepwater Capital
Zweig-Dimenna Associate
Lindsell Train
Greenhaven
hedgemind.com/13f-filing-d...
...
1,820+, 24% of exp. institutional investors have done their #13F flings.
Among them, a few hedge funds that are worth to take a look:
Deepwater Capital
Zweig-Dimenna Associate
Lindsell Train
Greenhaven
hedgemind.com/13f-filing-d...
...
"Late Better than Never" when buying a winning stock.
His $VST position is the top gainer, now up ~125%, even though he missed the 1st wave of big rally.👇🏼
#Best2Follow
"Late Better than Never" when buying a winning stock.
His $VST position is the top gainer, now up ~125%, even though he missed the 1st wave of big rally.👇🏼
#Best2Follow
Hedge funds had been steadily abandoning this most valuable stock since 23Q4. 👇🏼
We shall find out soon.👀
Hedge funds had been steadily abandoning this most valuable stock since 23Q4. 👇🏼
We shall find out soon.👀
Early Q4 #13F filings shows institutional investors were net buyers.
This could be a significant sentiment change among institutional investors👇🏼
Early Q4 #13F filings shows institutional investors were net buyers.
This could be a significant sentiment change among institutional investors👇🏼
$SRAD closed at $20.88, a new 52Wk Hi high, +20%+ YTD.
$SRAD closed at $20.88, a new 52Wk Hi high, +20%+ YTD.
2 piece of news:
Bank of America raised its price target to $205 and kept Buy rating
Announced partnership with Home Depot to expand delivery option.
2 piece of news:
Bank of America raised its price target to $205 and kept Buy rating
Announced partnership with Home Depot to expand delivery option.
Most notable is the significant number of new buyers represents ~33% of these holders.👇🏼
Overall 63%+ of holders were buyers.
At least the data shows strong demand from institutional investors.
Most notable is the significant number of new buyers represents ~33% of these holders.👇🏼
Overall 63%+ of holders were buyers.
At least the data shows strong demand from institutional investors.
The stock rose non-stop since rebounding from support line around 50-Day MA so far.
It closed up 2.74% at $78.98 today.
Monitor latest filings for $PLTR at:
hedgemind.com/13f-filing-d...
The stock rose non-stop since rebounding from support line around 50-Day MA so far.
It closed up 2.74% at $78.98 today.
Monitor latest filings for $PLTR at:
hedgemind.com/13f-filing-d...
$APP closed at $361.72, the highest close since Dec. 6, the day it made all time high. It has risen steadily after it retested support at ~$310.👇🏼
Check latest #13F filings:
hedgemind.com/13f-filing-d...
$APP closed at $361.72, the highest close since Dec. 6, the day it made all time high. It has risen steadily after it retested support at ~$310.👇🏼
Check latest #13F filings:
hedgemind.com/13f-filing-d...
More than 1000 institutional holders, ~14% of institutional investors, have reported their Q4 holdings.
Stocks that show strong net money inflows from institutional holders:
Ticker** % Chg in shares (q/q)
$UBER +96%
$TSLA +44%
$CRWD +25%
...
Our dashboard of #13F filings are now live.
Get latest filings update on some of the most popular tech stocks incl. important data like Shares chg. % q/q👇🏼
$APP
$PLTR
$NVDA
...
hedgemind.com/13f-filing-d...
More than 1000 institutional holders, ~14% of institutional investors, have reported their Q4 holdings.
Stocks that show strong net money inflows from institutional holders:
Ticker** % Chg in shares (q/q)
$UBER +96%
$TSLA +44%
$CRWD +25%
...
Latest #13F data for Q4 shows clearly institutional investors were buying and increased their stakes by 120%+ q/q.👇🏼
Track latest #13F filings for Q4:
hedgemind.com/13f-filing-d...
Latest #13F data for Q4 shows clearly institutional investors were buying and increased their stakes by 120%+ q/q.👇🏼
Track latest #13F filings for Q4:
hedgemind.com/13f-filing-d...
The momentum winner continued to attract new institutional buyers in Q4.
55% of institutional investors who reported holding $RDDT were first time buyers as shown in the latest #13F data.
New holders are potential future buyers.
The momentum winner continued to attract new institutional buyers in Q4.
55% of institutional investors who reported holding $RDDT were first time buyers as shown in the latest #13F data.
New holders are potential future buyers.
77% of his new positions were winners since the end of 24Q3.
The top 5 gainers by % ROI:
$VRNA +80%
$NAMS +42%
$FHN +39%
$AVGO +38%
$XPO +28%
Free access to Stanley Druckenmiller's portfolio:
hedgemind.com/hedge-fund-p...
77% of his new positions were winners since the end of 24Q3.
The top 5 gainers by % ROI:
$VRNA +80%
$NAMS +42%
$FHN +39%
$AVGO +38%
$XPO +28%
Free access to Stanley Druckenmiller's portfolio:
hedgemind.com/hedge-fund-p...
It continues to rise higher, making new multi-year high.
Once again Alex Sacerdote has been proven right on timing and catching winning stocks.
Invest alongside him if you are holders of $RBLX. No better teacher to learn from.
It continues to rise higher, making new multi-year high.
Once again Alex Sacerdote has been proven right on timing and catching winning stocks.
Invest alongside him if you are holders of $RBLX. No better teacher to learn from.
Total revs up 24% y/y to $199.3M
- Platform revs up 26% y/y to $191.2M
- Platform Gross margin was 77%
Expect 25Q1 revs to be min $199M, up ~23% y/y
$TTAN reached an intraday ~$91, a new IPO low today.
investors.servicetitan.com/static-files...
Total revs up 24% y/y to $199.3M
- Platform revs up 26% y/y to $191.2M
- Platform Gross margin was 77%
Expect 25Q1 revs to be min $199M, up ~23% y/y
$TTAN reached an intraday ~$91, a new IPO low today.
investors.servicetitan.com/static-files...
Our dashboard of #13F filings are now live.
Get latest filings update on some of the most popular tech stocks incl. important data like Shares chg. % q/q👇🏼
$APP
$PLTR
$NVDA
...
hedgemind.com/13f-filing-d...
Our dashboard of #13F filings are now live.
Get latest filings update on some of the most popular tech stocks incl. important data like Shares chg. % q/q👇🏼
$APP
$PLTR
$NVDA
...
hedgemind.com/13f-filing-d...
$TSM just reported revs up 57.8% y/y to $8.46B in Dec. 2024 today, driven by strong AI demand.
$TSM earned the HM's "Accumulate" rating three times consecutively, from Q4 2023 to Q2 2024.👇🏼
$TSM just reported revs up 57.8% y/y to $8.46B in Dec. 2024 today, driven by strong AI demand.
$TSM earned the HM's "Accumulate" rating three times consecutively, from Q4 2023 to Q2 2024.👇🏼
Institutional investors were not as bearish as its price has indicated.
In fact institutional ownership has reached a new record high of 82%+ of O/S.👇🏼
learn more:
hedgemind.com/stocks/DKNG
Institutional investors were not as bearish as its price has indicated.
In fact institutional ownership has reached a new record high of 82%+ of O/S.👇🏼
learn more:
hedgemind.com/stocks/DKNG
Institutional support is strong as both number of holders and shares held by them reached new record high as of 9/30.👇🏼
Total shares held by 630+ institutional investors were up 11% q/q to 485M+ shares, ~80% of O/S.
$RBLX may be at an inflection point.
Institutional support is strong as both number of holders and shares held by them reached new record high as of 9/30.👇🏼
Total shares held by 630+ institutional investors were up 11% q/q to 485M+ shares, ~80% of O/S.
$RBLX may be at an inflection point.
What did the two big winners have in common?
They have similar chart patterns that show institutional demand drove stock price higher.👇🏼
Something to keep in mind when looking for new stocks to buy and watch.
What did the two big winners have in common?
They have similar chart patterns that show institutional demand drove stock price higher.👇🏼
Something to keep in mind when looking for new stocks to buy and watch.