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In Q1, he didn’t own this stock.
Now it’s Andreas Halvorsen’s 4th largest.
He just increased his position in PNC Financial Services with +235%
That’s a $1.42B bet at a 3.8% weight.
And he’s still down 6%.
$PNC
Now it’s Andreas Halvorsen’s 4th largest.
He just increased his position in PNC Financial Services with +235%
That’s a $1.42B bet at a 3.8% weight.
And he’s still down 6%.
$PNC
November 17, 2025 at 11:37 PM
In Q1, he didn’t own this stock.
Now it’s Andreas Halvorsen’s 4th largest.
He just increased his position in PNC Financial Services with +235%
That’s a $1.42B bet at a 3.8% weight.
And he’s still down 6%.
$PNC
Now it’s Andreas Halvorsen’s 4th largest.
He just increased his position in PNC Financial Services with +235%
That’s a $1.42B bet at a 3.8% weight.
And he’s still down 6%.
$PNC
Steven Cohen has 1,215 holdings.
He just increased his position in Teradyne with +1,371%.
Making it his 5th largest.
He now owns stock worth $694M.
Cathie is a close second with $473M.
$TER
He just increased his position in Teradyne with +1,371%.
Making it his 5th largest.
He now owns stock worth $694M.
Cathie is a close second with $473M.
$TER
November 16, 2025 at 7:47 PM
Steven Cohen has 1,215 holdings.
He just increased his position in Teradyne with +1,371%.
Making it his 5th largest.
He now owns stock worth $694M.
Cathie is a close second with $473M.
$TER
He just increased his position in Teradyne with +1,371%.
Making it his 5th largest.
He now owns stock worth $694M.
Cathie is a close second with $473M.
$TER
Ray Dalio just doubled his position in Sea Ltd.
They dropped a monster Q3 with strong rev growth and profitability exploding.
Revenue: +38%
Gross Profit: +40%
EPS: +142%
But maybe he just likes the logo.
$SE #SE
They dropped a monster Q3 with strong rev growth and profitability exploding.
Revenue: +38%
Gross Profit: +40%
EPS: +142%
But maybe he just likes the logo.
$SE #SE
November 15, 2025 at 10:06 PM
Ray Dalio just doubled his position in Sea Ltd.
They dropped a monster Q3 with strong rev growth and profitability exploding.
Revenue: +38%
Gross Profit: +40%
EPS: +142%
But maybe he just likes the logo.
$SE #SE
They dropped a monster Q3 with strong rev growth and profitability exploding.
Revenue: +38%
Gross Profit: +40%
EPS: +142%
But maybe he just likes the logo.
$SE #SE
AMD is now her 2nd largest position.
Cathie Wood increased her stake with +13% in Q3.
She boosted her position 6 quarters in a row.
Now up +105% and worth $792M.
$AMD #AMD
Cathie Wood increased her stake with +13% in Q3.
She boosted her position 6 quarters in a row.
Now up +105% and worth $792M.
$AMD #AMD
November 13, 2025 at 9:09 PM
AMD is now her 2nd largest position.
Cathie Wood increased her stake with +13% in Q3.
She boosted her position 6 quarters in a row.
Now up +105% and worth $792M.
$AMD #AMD
Cathie Wood increased her stake with +13% in Q3.
She boosted her position 6 quarters in a row.
Now up +105% and worth $792M.
$AMD #AMD
Superinvestors are quietly buying this datacenter stock.
Demand is exploding. Yet it’s trading at P/E 16.
Ken Griffin tripled his stake last quarter to $222M.
Baillie Gifford, Jeremy Grantham, and Joel Greenblatt all joined in.
Deep value. High growth.
$EXEL
Demand is exploding. Yet it’s trading at P/E 16.
Ken Griffin tripled his stake last quarter to $222M.
Baillie Gifford, Jeremy Grantham, and Joel Greenblatt all joined in.
Deep value. High growth.
$EXEL
November 9, 2025 at 7:53 PM
Superinvestors are quietly buying this datacenter stock.
Demand is exploding. Yet it’s trading at P/E 16.
Ken Griffin tripled his stake last quarter to $222M.
Baillie Gifford, Jeremy Grantham, and Joel Greenblatt all joined in.
Deep value. High growth.
$EXEL
Demand is exploding. Yet it’s trading at P/E 16.
Ken Griffin tripled his stake last quarter to $222M.
Baillie Gifford, Jeremy Grantham, and Joel Greenblatt all joined in.
Deep value. High growth.
$EXEL
Everyone was panic-selling Alibaba in Q2 over the TACO tariffs.
Baillie Gifford bought back in.
They quietly bought $49M worth of stock in Q3.
Now that position’s worth $62M.
Up +27% in weeks.
$BABA #BABA
Baillie Gifford bought back in.
They quietly bought $49M worth of stock in Q3.
Now that position’s worth $62M.
Up +27% in weeks.
$BABA #BABA
November 8, 2025 at 10:00 PM
Everyone was panic-selling Alibaba in Q2 over the TACO tariffs.
Baillie Gifford bought back in.
They quietly bought $49M worth of stock in Q3.
Now that position’s worth $62M.
Up +27% in weeks.
$BABA #BABA
Baillie Gifford bought back in.
They quietly bought $49M worth of stock in Q3.
Now that position’s worth $62M.
Up +27% in weeks.
$BABA #BABA
Unfavored stocks that at least one superinvestor still has as a top 10 holding:
• Lululemon – Michael Burry (2nd)
• Pdd Holdings – Li Lu (3rd)
• Kraft Heinz – Warren Buffet (8th)
• CRISPR – Cathie Wood (9th)
• Wix.com – Pat Dorsey (10th)
Which one stands out?
$LULU $PDD $KHC $CRSP $WIX
• Lululemon – Michael Burry (2nd)
• Pdd Holdings – Li Lu (3rd)
• Kraft Heinz – Warren Buffet (8th)
• CRISPR – Cathie Wood (9th)
• Wix.com – Pat Dorsey (10th)
Which one stands out?
$LULU $PDD $KHC $CRSP $WIX
November 6, 2025 at 9:58 PM
Unfavored stocks that at least one superinvestor still has as a top 10 holding:
• Lululemon – Michael Burry (2nd)
• Pdd Holdings – Li Lu (3rd)
• Kraft Heinz – Warren Buffet (8th)
• CRISPR – Cathie Wood (9th)
• Wix.com – Pat Dorsey (10th)
Which one stands out?
$LULU $PDD $KHC $CRSP $WIX
• Lululemon – Michael Burry (2nd)
• Pdd Holdings – Li Lu (3rd)
• Kraft Heinz – Warren Buffet (8th)
• CRISPR – Cathie Wood (9th)
• Wix.com – Pat Dorsey (10th)
Which one stands out?
$LULU $PDD $KHC $CRSP $WIX
PayPal conviction remains low.
$66M bought in Q2
$160m sold
Bulls:
• Ray Dalio – $208M (26 largest)
• Ken Griffin – $457M (33rd largest)
• Jeremy Grantham – $35.2M (117th largest)
Bears:
• Pat Dorsey – Sold $59M (-100%)
• Jim Simons (RIP) – Sold $32M (-100%)
Wouldn’t be so sure.
$PYPL #PYPL
$66M bought in Q2
$160m sold
Bulls:
• Ray Dalio – $208M (26 largest)
• Ken Griffin – $457M (33rd largest)
• Jeremy Grantham – $35.2M (117th largest)
Bears:
• Pat Dorsey – Sold $59M (-100%)
• Jim Simons (RIP) – Sold $32M (-100%)
Wouldn’t be so sure.
$PYPL #PYPL
November 5, 2025 at 7:02 PM
PayPal conviction remains low.
$66M bought in Q2
$160m sold
Bulls:
• Ray Dalio – $208M (26 largest)
• Ken Griffin – $457M (33rd largest)
• Jeremy Grantham – $35.2M (117th largest)
Bears:
• Pat Dorsey – Sold $59M (-100%)
• Jim Simons (RIP) – Sold $32M (-100%)
Wouldn’t be so sure.
$PYPL #PYPL
$66M bought in Q2
$160m sold
Bulls:
• Ray Dalio – $208M (26 largest)
• Ken Griffin – $457M (33rd largest)
• Jeremy Grantham – $35.2M (117th largest)
Bears:
• Pat Dorsey – Sold $59M (-100%)
• Jim Simons (RIP) – Sold $32M (-100%)
Wouldn’t be so sure.
$PYPL #PYPL
Here’s a stock superinvestors actually are buying.
Over the last 3 quarters, 5 investors bought $239M worth of stock. Only 2 sold.
All of them added more in Q2:
• Steven Cohen – $76M (+43%)
• Ken Griffin – $58M (+310%)
• Ray Dalio – $17M (+208%)
Looks cheap.
$FOUR #FOUR #Stocks
Over the last 3 quarters, 5 investors bought $239M worth of stock. Only 2 sold.
All of them added more in Q2:
• Steven Cohen – $76M (+43%)
• Ken Griffin – $58M (+310%)
• Ray Dalio – $17M (+208%)
Looks cheap.
$FOUR #FOUR #Stocks
November 2, 2025 at 9:01 PM
Novo Nordisk vs. Eli Lilly
Novo bulls:
• Jim Simons – $244M (50th largest)
• Tom Gayner – $18M (32nd)
• Grantham – $3M (339th)
Eli bulls:
• Ken Fisher – $3.7B (19th)
• Coleman – $1.3B (9th)
• Ken Griffin – $736M (12th)
GLP-1’s first mover? Novo. Winner so far? Lilly.
$NVO $LLY #NVO #LLY #Stocks
Novo bulls:
• Jim Simons – $244M (50th largest)
• Tom Gayner – $18M (32nd)
• Grantham – $3M (339th)
Eli bulls:
• Ken Fisher – $3.7B (19th)
• Coleman – $1.3B (9th)
• Ken Griffin – $736M (12th)
GLP-1’s first mover? Novo. Winner so far? Lilly.
$NVO $LLY #NVO #LLY #Stocks
November 1, 2025 at 6:51 PM
We found something.
Basically no investors had bought this tiny biotech company.
Until...
In Q2 – Jim Simons (RenTech), Ken Griffin and Chuck Royce bought $2.4M worth of stock.
Current market cap: $688M
Huge runway.
$GLUE
Basically no investors had bought this tiny biotech company.
Until...
In Q2 – Jim Simons (RenTech), Ken Griffin and Chuck Royce bought $2.4M worth of stock.
Current market cap: $688M
Huge runway.
$GLUE
October 29, 2025 at 6:21 PM
We found something.
Basically no investors had bought this tiny biotech company.
Until...
In Q2 – Jim Simons (RenTech), Ken Griffin and Chuck Royce bought $2.4M worth of stock.
Current market cap: $688M
Huge runway.
$GLUE
Basically no investors had bought this tiny biotech company.
Until...
In Q2 – Jim Simons (RenTech), Ken Griffin and Chuck Royce bought $2.4M worth of stock.
Current market cap: $688M
Huge runway.
$GLUE
Howard knew.
In Q1 he made Nokia his 6th largest holding.
He bought $119M worth at $4.88/share.
Already up +67%
Legendary move.
$NOK $NVDA
In Q1 he made Nokia his 6th largest holding.
He bought $119M worth at $4.88/share.
Already up +67%
Legendary move.
$NOK $NVDA
October 28, 2025 at 5:29 PM
Howard knew.
In Q1 he made Nokia his 6th largest holding.
He bought $119M worth at $4.88/share.
Already up +67%
Legendary move.
$NOK $NVDA
In Q1 he made Nokia his 6th largest holding.
He bought $119M worth at $4.88/share.
Already up +67%
Legendary move.
$NOK $NVDA
1) Philip Morris acquired ZYN from Swedish Match in 2022.
Surprise surprise, it’s not an American invention.
Nicotine pouches are a Swedish tradition dating back to the 1600s.
Holding tight to their ZYN:
• Terry Smith – $1.4B (6th largest)
• First Eagle – $1.1B (14th largest)
See more 👇
Surprise surprise, it’s not an American invention.
Nicotine pouches are a Swedish tradition dating back to the 1600s.
Holding tight to their ZYN:
• Terry Smith – $1.4B (6th largest)
• First Eagle – $1.1B (14th largest)
See more 👇
October 25, 2025 at 6:11 PM
1) Philip Morris acquired ZYN from Swedish Match in 2022.
Surprise surprise, it’s not an American invention.
Nicotine pouches are a Swedish tradition dating back to the 1600s.
Holding tight to their ZYN:
• Terry Smith – $1.4B (6th largest)
• First Eagle – $1.1B (14th largest)
See more 👇
Surprise surprise, it’s not an American invention.
Nicotine pouches are a Swedish tradition dating back to the 1600s.
Holding tight to their ZYN:
• Terry Smith – $1.4B (6th largest)
• First Eagle – $1.1B (14th largest)
See more 👇
Pat Dorsey is mega bullish on this healthcare stock.
It’s already 16% of his portfolio and he just increased his stake by +34%
• Danaher Corp – $194M (+34% increase)
Pat with conviction is the Pat we like.
$DHR
It’s already 16% of his portfolio and he just increased his stake by +34%
• Danaher Corp – $194M (+34% increase)
Pat with conviction is the Pat we like.
$DHR
October 20, 2025 at 7:57 PM
Pat Dorsey is mega bullish on this healthcare stock.
It’s already 16% of his portfolio and he just increased his stake by +34%
• Danaher Corp – $194M (+34% increase)
Pat with conviction is the Pat we like.
$DHR
It’s already 16% of his portfolio and he just increased his stake by +34%
• Danaher Corp – $194M (+34% increase)
Pat with conviction is the Pat we like.
$DHR
Cathie Wood bought more Shopify in Q2.
After a +122% gain since her first position in 2017, she’s still adding at an avg. price of $99.82
• Shopify – $797M (+13.6% increase)
Her biggest add came in August 2022 when she bought 13M shares at $40. Legendary move.
Now her 6th largest holding.
$SHOP
After a +122% gain since her first position in 2017, she’s still adding at an avg. price of $99.82
• Shopify – $797M (+13.6% increase)
Her biggest add came in August 2022 when she bought 13M shares at $40. Legendary move.
Now her 6th largest holding.
$SHOP
October 19, 2025 at 9:01 PM
Cathie Wood bought more Shopify in Q2.
After a +122% gain since her first position in 2017, she’s still adding at an avg. price of $99.82
• Shopify – $797M (+13.6% increase)
Her biggest add came in August 2022 when she bought 13M shares at $40. Legendary move.
Now her 6th largest holding.
$SHOP
After a +122% gain since her first position in 2017, she’s still adding at an avg. price of $99.82
• Shopify – $797M (+13.6% increase)
Her biggest add came in August 2022 when she bought 13M shares at $40. Legendary move.
Now her 6th largest holding.
$SHOP
Carl Icahn just made a huge bet.
He bought this stock a month ago and is already down -6%
• Centuri Holdings – $218M (+69% increase)
Now his 6th largest
$CTRI
He bought this stock a month ago and is already down -6%
• Centuri Holdings – $218M (+69% increase)
Now his 6th largest
$CTRI
October 18, 2025 at 9:37 AM
Carl Icahn just made a huge bet.
He bought this stock a month ago and is already down -6%
• Centuri Holdings – $218M (+69% increase)
Now his 6th largest
$CTRI
He bought this stock a month ago and is already down -6%
• Centuri Holdings – $218M (+69% increase)
Now his 6th largest
$CTRI
Andreas Halvorsen just bought a stock that is up +138% YTD.
This trade was executed only 8-days ago.
• Inhibrx Biosciences – $3.7M (+7% return)
He’s adding at these levels? Wtf.
$INBX #INBX #Stocks #Investing
This trade was executed only 8-days ago.
• Inhibrx Biosciences – $3.7M (+7% return)
He’s adding at these levels? Wtf.
$INBX #INBX #Stocks #Investing
October 16, 2025 at 5:21 PM
Andreas Halvorsen just bought a stock that is up +138% YTD.
This trade was executed only 8-days ago.
• Inhibrx Biosciences – $3.7M (+7% return)
He’s adding at these levels? Wtf.
$INBX #INBX #Stocks #Investing
This trade was executed only 8-days ago.
• Inhibrx Biosciences – $3.7M (+7% return)
He’s adding at these levels? Wtf.
$INBX #INBX #Stocks #Investing
“Who’s buying Doordash at these levels?”
Well, Tom Russo is. And he has a track record.
• Doordash – $35M (+22% increase)
Position is now worth $262M. His 14th largest.
$DASH
Well, Tom Russo is. And he has a track record.
• Doordash – $35M (+22% increase)
Position is now worth $262M. His 14th largest.
$DASH
October 14, 2025 at 9:33 PM
“Who’s buying Doordash at these levels?”
Well, Tom Russo is. And he has a track record.
• Doordash – $35M (+22% increase)
Position is now worth $262M. His 14th largest.
$DASH
Well, Tom Russo is. And he has a track record.
• Doordash – $35M (+22% increase)
Position is now worth $262M. His 14th largest.
$DASH