HedgeMind
@hedgemind.bsky.social
Invest alongside the best hedge funds.
$AVGO is top buy of O'Neil Global Advisors in Q4.
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...
February 4, 2025 at 12:11 AM
$AVGO is top buy of O'Neil Global Advisors in Q4.
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...
$RDDT $KD $CLBT are all at or near all time high today.
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.👇🏼
January 29, 2025 at 12:18 AM
$RDDT $KD $CLBT are all at or near all time high today.
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.👇🏼
$VST David Tepper has demonstrated to us
"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
January 25, 2025 at 12:30 AM
$VST David Tepper has demonstrated to us
"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
$NVDA Time for hedge funds to reload Nvidia shares again!
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.👀
January 24, 2025 at 9:56 PM
$NVDA Time for hedge funds to reload Nvidia shares again!
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.👀
$TWLO up 20%+ to $136.38, a multi-year high after reported it now expects Q4 revs growth to be approximately ~11%, higher than its prior target of 8%.👇🏼
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👇🏼
January 24, 2025 at 8:39 PM
$TWLO up 20%+ to $136.38, a multi-year high after reported it now expects Q4 revs growth to be approximately ~11%, higher than its prior target of 8%.👇🏼
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 The timing of these top hedge fund buyers were Perfect! 👇🏼
$SRAD closed at $20.88, a new 52Wk Hi high, +20%+ YTD.
$SRAD closed at $20.88, a new 52Wk Hi high, +20%+ YTD.
January 24, 2025 at 12:00 AM
$SRAD The timing of these top hedge fund buyers were Perfect! 👇🏼
$SRAD closed at $20.88, a new 52Wk Hi high, +20%+ YTD.
$SRAD closed at $20.88, a new 52Wk Hi high, +20%+ YTD.
$DASH regains its 52Wk Hi today, up 3%+ to $183.17.
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.
January 23, 2025 at 9:17 PM
$DASH regains its 52Wk Hi today, up 3%+ to $183.17.
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.
$PLTR ~430 institutional holders reported holding 22M+ shares in 24Q4, slightly up from 24Q3.
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.
January 23, 2025 at 9:12 PM
$PLTR ~430 institutional holders reported holding 22M+ shares in 24Q4, slightly up from 24Q3.
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.
$APP UBS raised price target to $440 from $315, a ~40% higher and kept its Buy rating today.
$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...
January 23, 2025 at 12:26 AM
$APP UBS raised price target to $440 from $315, a ~40% higher and kept its Buy rating today.
$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...
$HOOD is so strong, up 5 days in a row. It is now up ~27% in the last 5 days.👇🏼
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...
January 22, 2025 at 12:50 AM
$HOOD is so strong, up 5 days in a row. It is now up ~27% in the last 5 days.👇🏼
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...
$RDDT closed up 7.41% to $188.32, a new high since IPO.👇🏼
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.
January 22, 2025 at 12:49 AM
$RDDT closed up 7.41% to $188.32, a new high since IPO.👇🏼
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.
Stanley Druckenmiller acquired 30 new stocks in 24Q3.👇🏼
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...
January 22, 2025 at 12:46 AM
Stanley Druckenmiller acquired 30 new stocks in 24Q3.👇🏼
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...
$RBLX is one of the best performing tech stocks today, up ~14% YTD.👇🏼
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.
January 16, 2025 at 8:54 PM
$RBLX is one of the best performing tech stocks today, up ~14% YTD.👇🏼
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.
#13F filing season for 24Q4 has started. The filing deadline is Feb. 14, 2025.
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...
January 13, 2025 at 9:50 PM
#13F filing season for 24Q4 has started. The filing deadline is Feb. 14, 2025.
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 Stanley Druckenmiller is also bullish on this chip maker and initiated a new position recently.
$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.👇🏼
January 11, 2025 at 12:04 AM
$TSM Stanley Druckenmiller is also bullish on this chip maker and initiated a new position recently.
$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.👇🏼
$DKNG closed up in a down market, now two days in a row, showing great strength.
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
January 10, 2025 at 9:27 PM
$DKNG closed up in a down market, now two days in a row, showing great strength.
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
$RBLX closed at a new 2+ year high today.
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.
January 6, 2025 at 9:06 PM
$RBLX closed at a new 2+ year high today.
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.
$PLTR $APP
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.
January 5, 2025 at 9:44 PM
$PLTR $APP
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.
Top hedge funds that have caught the most of tech winning stocks in 2024 are:
Philippe Laffont's Coatue has caught:
$APP $NVDA $TSLA $SE $SPOT...
Alex Sacerdote's Whale Rock holds
$APP $NVDA $CVNA $KVYO...
Top 10 tech focused hedge funds that have held the most of winning stocks currently.👇🏼🔥
Philippe Laffont's Coatue has caught:
$APP $NVDA $TSLA $SE $SPOT...
Alex Sacerdote's Whale Rock holds
$APP $NVDA $CVNA $KVYO...
Top 10 tech focused hedge funds that have held the most of winning stocks currently.👇🏼🔥
December 29, 2024 at 12:04 AM
Top hedge funds that have caught the most of tech winning stocks in 2024 are:
Philippe Laffont's Coatue has caught:
$APP $NVDA $TSLA $SE $SPOT...
Alex Sacerdote's Whale Rock holds
$APP $NVDA $CVNA $KVYO...
Top 10 tech focused hedge funds that have held the most of winning stocks currently.👇🏼🔥
Philippe Laffont's Coatue has caught:
$APP $NVDA $TSLA $SE $SPOT...
Alex Sacerdote's Whale Rock holds
$APP $NVDA $CVNA $KVYO...
Top 10 tech focused hedge funds that have held the most of winning stocks currently.👇🏼🔥
David Tepper initiated just 4 new positions in Q3.
Two of them are casinos stocks:👇🏼
$LVS and $WYNN, which have a combined weight of ~2.6%, relatively significant new purchases.
Both stocks have not risen much yet from his cost basis.
See what else he was bullish:
hedgemind.com/hedge-fund-p...
Two of them are casinos stocks:👇🏼
$LVS and $WYNN, which have a combined weight of ~2.6%, relatively significant new purchases.
Both stocks have not risen much yet from his cost basis.
See what else he was bullish:
hedgemind.com/hedge-fund-p...
December 29, 2024 at 12:00 AM
David Tepper initiated just 4 new positions in Q3.
Two of them are casinos stocks:👇🏼
$LVS and $WYNN, which have a combined weight of ~2.6%, relatively significant new purchases.
Both stocks have not risen much yet from his cost basis.
See what else he was bullish:
hedgemind.com/hedge-fund-p...
Two of them are casinos stocks:👇🏼
$LVS and $WYNN, which have a combined weight of ~2.6%, relatively significant new purchases.
Both stocks have not risen much yet from his cost basis.
See what else he was bullish:
hedgemind.com/hedge-fund-p...
$APP Alex Sacerdote's Whale Rocks remains a high-conviction holder, even though its position has gained an estimated ~460%+.👇🏼
Institutional investors played significant role in $APP's rising and have increased total stakes 4 quarters in a role.👇🏼
Institutional investors played significant role in $APP's rising and have increased total stakes 4 quarters in a role.👇🏼
December 2, 2024 at 12:11 AM
$APP Alex Sacerdote's Whale Rocks remains a high-conviction holder, even though its position has gained an estimated ~460%+.👇🏼
Institutional investors played significant role in $APP's rising and have increased total stakes 4 quarters in a role.👇🏼
Institutional investors played significant role in $APP's rising and have increased total stakes 4 quarters in a role.👇🏼
Introduce Alex Sacerdote, the founder of Whale Rock Capital, a top-performing tech focused hedge fund.
His fund has achieved 25% or higher annualized returns in the last 5, 10 years. 👇🏼
His performance in the last two years were even more impressive, above 50% each year.
#Best2Follow
His fund has achieved 25% or higher annualized returns in the last 5, 10 years. 👇🏼
His performance in the last two years were even more impressive, above 50% each year.
#Best2Follow
December 2, 2024 at 12:09 AM
Introduce Alex Sacerdote, the founder of Whale Rock Capital, a top-performing tech focused hedge fund.
His fund has achieved 25% or higher annualized returns in the last 5, 10 years. 👇🏼
His performance in the last two years were even more impressive, above 50% each year.
#Best2Follow
His fund has achieved 25% or higher annualized returns in the last 5, 10 years. 👇🏼
His performance in the last two years were even more impressive, above 50% each year.
#Best2Follow
$WULF Stanley Druckenmiller raised his initial position by 40.88% to 2,944,451 shares in Q3.👇🏼
He is now one of 10 largest hedge fund holders of $WULF shares.
See who else were equally bullish among hedge funds:
hedgemind.com/stocks/WULF
He is now one of 10 largest hedge fund holders of $WULF shares.
See who else were equally bullish among hedge funds:
hedgemind.com/stocks/WULF
November 28, 2024 at 6:34 PM
$WULF Stanley Druckenmiller raised his initial position by 40.88% to 2,944,451 shares in Q3.👇🏼
He is now one of 10 largest hedge fund holders of $WULF shares.
See who else were equally bullish among hedge funds:
hedgemind.com/stocks/WULF
He is now one of 10 largest hedge fund holders of $WULF shares.
See who else were equally bullish among hedge funds:
hedgemind.com/stocks/WULF