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New 13F from DRAGONEER INVESTMENT GROUP, LLC. See holdings at
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The Q4 '21 Heatmap representing the highest increased interest from hedge funds & institutional money is now out.
We saw some big shake-ups in the top 5 (Q3 ranking - Q4 ranking):
$CVNA / 32-1
$MELI / 29-2
$NVDA / 14-3
$MSFT / 33-4
$TWLO / 39-5
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New 13F from MASTERS CAPITAL MANAGEMENT LLC. See holdings at
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New 13F from DRAGONEER INVESTMENT GROUP, LLC. See holdings at
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Here are Appaloosa Management's top 10 holdings as of Q4 '21.
Appaloosa is ran by David Tepper, popularly known as the owner of the Carolina Panthers. Tepper uses a value investing strategy much like that of Warren Buffet.
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New WhaleWisdomAlpha Post: Burry’s Scion sold all Gamestop shares in Q4 before GME went stratospheric, 13F filing s
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New WhaleWisdomAlpha Post: Scion Asset’s Q3 13F: Burry cuts to 7 positions. GME, TLRD top holdings; adds BBBY and a
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3y annualized performance out of top 5 most viewed filers:
Scion Asset Management: 24.9%
Berkshire Hathaway: 12.86%
Blackrock: 15.73%
Bridgewater Associates: 6.55%
Melvin Capital Management: 11.48%
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New SC 13D from VOSS CAPITAL, LP concerning $IMXI. See details at
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Q4 13F filings show hedge funds and institutional money continuing to pile into Nvidia. Note the sharp increase in new positions and In top 10.
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New SC 13D/A from RUBRIC CAPITAL MANAGEMENT LP concerning $MREO. See details at
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New SC 13D from CANNELL CAPITAL LLC concerning $GOED. See details at
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New 13F from BERKSHIRE MONEY MANAGEMENT, INC.. See holdings at
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New WhaleWisdomAlpha Post: Top ten most underrated hedge funds. Big returns, little notoriety.
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New 13F from BILL & MELINDA GATES FOUNDATION TRUST. See holdings at
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New SC 13D/A from ORBIMED ADVISORS LLC concerning $CMPX. See details at
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Here are the 7 positions Bill Ackman's Pershing Square Capital Management has of Q4 '21
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New SC 13D from ACUTA CAPITAL PARTNERS, LLC concerning $AADI. See details at
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New 13F from TAYLOR FRIGON CAPITAL MANAGEMENT LLC. See holdings at
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New SC 13D/A from GOLDENTREE ASSET MANAGEMENT LP concerning $CRC. See details at
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New SC 13D from PAULSON & COMPANY . INC. concerning $PPTA. See details at
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New SC 13D/A from ADAGE CAPITAL PARTNERS GP, L.L.C. concerning $XEC. See details at
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New 13F from ROTHSCHILD & COMPANY WEALTH MANAGEMENT UK LTD. See holdings at
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New 13F from BILL & MELINDA GATES FOUNDATION TRUST. See holdings at
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LMT widely saw selling from hedge funds and institutional money in Q3, yet one of the most interesting changes was a massive bet from Michael Burry's Scion Asset Management, which now makes up almost 1/4 of his portfolio.
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New 13F from PERSHING SQUARE CAPITAL MANAGEMENT, L.P.. See holdings at
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New SC 13D/A from WILDCAT CAPITAL MANAGEMENT, LLC concerning $SKLZ. See details at
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New 13F from ADIRONDACK RESEARCH & MANAGEMENT INC.. See holdings at
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Motley Fool Asset Management's top 10 holdings for Q4. The most notable addition to their portfolio was a 1.01% increase in their AAPL position.
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Twilio saw an increase in reductions and closed positions for Q4 '21, yet there were a high number of new positions created.
$TWLO is down over 45% YTD - Price to book ratio now sits at 2.43, which is the lowest it has been on an annual basis since their IPO in June of 2016.
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New SC 13D/A from ICAHN CARL C concerning $BHC. See details at
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New SC 13D from VOSS CAPITAL, LLC concerning $GFF. See details at
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New SC 13D/A from VIKING GLOBAL INVESTORS LP concerning $DNA. See details at
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New SC 13D/A from SOFTBANK GROUP CORP concerning $SOFI. See details at
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Hedge funds were continuing to add to $NVDA in the third quarter, increasing Nvidia's ranking on the Whale Wisdom Heatmap to 14.
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New SC 13G from RIDGEBACK CAPITAL INVESTMENTS L.P. concerning $TRIL. See details at
http://t.co/egRMJOYNsE
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New SC 13D/A from TCI FUND MANAGEMENT LTD concerning $CNI. See details at
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New 13F from ASYMMETRY CAPITAL MANAGEMENT, L.P.. See holdings at
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New 13F from GREENLEA LANE CAPITAL PARTNERS LP. See holdings at
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New SC 13D/A from RUBRIC CAPITAL MANAGEMENT LP concerning $MREO. See details at
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New SC 13D/A from ABDIEL QUALIFIED MASTER FUND LP concerning $CRCT. See details at
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New 13F from COMGEST GLOBAL INVESTORS S.A.S.. See holdings at
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New SC 13D from HARBOURVEST PARTNERS LLC concerning $NABL. See details at
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New SC 13D/A from OAKTREE CAPITAL MANAGEMENT LP concerning $OCSL. See details at
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New 13F from HIMALAYA CAPITAL MANAGEMENT LLC. See holdings at
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New SC 13D from D1 CAPITAL PARTNERS L.P. concerning $CZOO. See details at
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New SC 13D from GOLDEN GATE PRIVATE EQUITY, INC. concerning $LVOX. See details at
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New 13F from PERSHING SQUARE CAPITAL MANAGEMENT, L.P.. See holdings at
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New SC 13D/A from BERKSHIRE HATHAWAY INC concerning $DVA. See details at
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New WhaleWisdomAlpha Post: Abdiel’s 13F portfolio gained 15.65% during a tumultuous Q1. One year return has been 7
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New SC 13D/A from CYRUS CAPITAL PARTNERS, L.P. concerning $ICMB. See details at
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New WhaleWisdomAlpha Post: Abdiel’s Fastly Inc. stake is unchanged — the fund hasn’t sold a share even after FSLY’s
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New SC 13D/A from OAKTREE CAPITAL MANAGEMENT LP concerning $SBLK. See details at
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New SC 13D/A from MAGNETAR FINANCIAL LLC concerning $GTS. See details at
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New 13F from FORT WASHINGTON INVESTMENT ADVISORS INC. See holdings at
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New SC 13G from ADAGE CAPITAL PARTNERS GP, L.L.C. concerning $SGMO. See details at
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