What Superinvestors Are Buying While Everyone Else Is Panic Selling
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L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $130,00 17 août 2026Actuel $120,24 18 août 2026Résultat −$9,76
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Contexte Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.
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Entrée $87,59 17 août 2026Actuel $85,70 18 août 2026Résultat −$1,89
They did add 44% to Delta Air
Contexte They did add 44% to Delta Air and 30% to Lennar, and their new tiny position was in D.R. Horton.
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Entrée $562,26 17 août 2026Actuel $576,10 18 août 2026Résultat +$13,84
add Visa, Mastercard
Contexte They did, of course, add Visa, Mastercard, S&P Global, Netflix, and two other uh positions as well to the portfolio, fresh positions there.
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Entrée $88,04 17 août 2026Actuel $80,79 18 août 2026Résultat −$7,25
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Contexte Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.
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Entrée $86,54 17 août 2026Actuel $84,94 18 août 2026Résultat −$1,60
30% to Lennar
Contexte They did add 44% to Delta Air and 30% to Lennar, and their new tiny position was in D.R. Horton.
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Entrée $148,34 17 août 2026Actuel $145,68 18 août 2026Résultat −$2,66
their new tiny position was in D.R. Horton
Contexte They did add 44% to Delta Air and 30% to Lennar, and their new tiny position was in D.R. Horton.
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Entrée $42,75 17 août 2026Actuel $42,75 17 août 2026Résultat +$0,00
Brookfield by just 4%
Contexte Amazon was cut by around 25%, Brookfield by just 4%.
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Entrée $410,53 17 août 2026Actuel $417,46 18 août 2026Résultat +$6,93
S&P Global
Contexte They did, of course, add Visa, Mastercard, S&P Global, Netflix, and two other uh positions as well to the portfolio, fresh positions there.
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Entrée $76,02 17 août 2026Actuel $77,77 18 août 2026Résultat +$1,75
Netflix
Contexte They did, of course, add Visa, Mastercard, S&P Global, Netflix, and two other uh positions as well to the portfolio, fresh positions there.
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Entrée $74,99 17 août 2026Actuel $74,66 18 août 2026Résultat −$0,33
22% to Uber
Contexte He did add 55% to Amazon, 22% to Uber, 7% to Google. Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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Entrée $106,00 17 août 2026Actuel $93,17 18 août 2026Résultat −$12,83
brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom
Contexte Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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Entrée $225,95 17 août 2026Actuel $223,06 18 août 2026Résultat −$2,89
brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom
Contexte Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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Entrée $14,43 17 août 2026Actuel $14,05 18 août 2026Résultat −$0,38
brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom
Contexte Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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Entrée $392,43 17 août 2026Actuel $380,00 18 août 2026Résultat −$12,43
brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom
Contexte Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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Entrée $225,01 17 août 2026Actuel $219,74 18 août 2026Résultat −$5,27
He did add an extra 4% to Nvidia
Contexte He did add an extra 4% to Nvidia and what's interesting is that not many of these funds and super investors actually own Nvidia or actually add to Nvidia in recent quarters.
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Entrée $124,71 17 août 2026Actuel $128,23 18 août 2026Résultat −$3,52
he did cut Alibaba by 42%
Contexte As for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD.
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Entrée $162,18 17 août 2026Actuel $160,19 18 août 2026Résultat +$1,99
Qualcomm by 50%
Contexte As for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD.
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Entrée $39,59 17 août 2026Actuel $39,27 18 août 2026Résultat +$0,32
Whirlpool by 63%
Contexte As for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD.
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Entrée $506,00 17 août 2026Actuel $484,39 18 août 2026Résultat +$21,61
11% in AMD
Contexte As for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD.
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Entrée $1 011,75 17 août 2026Actuel $940,76 18 août 2026Résultat +$70,99
Micron is 15% but it did slash that position by 41%
Contexte Then TSM at 10.5% Google 8.7 Uber 7.43%. He did add 55% to Amazon, 22% to Uber, 7% to Google. Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom. He did add an extra 4% to Nvidia and what's interesting is that not many of these funds and super investors actually own Nvidia or actually add to Nvidia in recent quarters.
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Entrée $27,93 17 août 2026Actuel $28,48 18 août 2026Résultat +$0,55
Brand new positions are Warner Bros.
Contexte Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.
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Entrée $361,15 17 août 2026Actuel $361,15 17 août 2026Résultat +$0,00
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Contexte Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.
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Entrée $80,20 17 août 2026Actuel $80,25 18 août 2026Résultat +$0,05
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Contexte Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.
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Entrée $140,98 17 août 2026Actuel $125,71 18 août 2026Résultat −$15,27
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Contexte Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.
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Entrée $141,34 17 août 2026Actuel $144,02 14 août 2026Résultat +$2,68
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Contexte Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.
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Entrée $46,55 17 août 2026Actuel $47,84 14 août 2026Résultat +$1,29
It's Future Brands Innovations
Contexte The brand new positions in his portfolio, there is a very interesting name here. It's Future Brands Innovations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here, as well, PVH, and Comcast.
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Entrée $24,38 17 août 2026Actuel $24,70 14 août 2026Résultat +$0,32
Primo Brands
Contexte The brand new positions in his portfolio, there is a very interesting name here. It's Future Brands Innovations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here, as well, PVH, and Comcast.
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Entrée $60,47 17 août 2026Actuel $61,07 18 août 2026Résultat +$0,60
PayPal
Contexte The brand new positions in his portfolio, there is a very interesting name here. It's Future Brands Innovations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here, as well, PVH, and Comcast.
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Entrée $27,93 17 août 2026Actuel $28,48 18 août 2026Résultat +$0,55
Warner Bros. Discovery here
Contexte The brand new positions in his portfolio, there is a very interesting name here. It's Future Brands Innovations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here, as well, PVH, and Comcast.
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Entrée $78,18 17 août 2026Actuel $77,47 17 août 2026Résultat −$0,72
PVH
Contexte The brand new positions in his portfolio, there is a very interesting name here. It's Future Brands Innovations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here, as well, PVH, and Comcast.
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Entrée $25,57 17 août 2026Actuel $25,98 18 août 2026Résultat +$0,41
and Comcast
Contexte The brand new positions in his portfolio, there is a very interesting name here. It's Future Brands Innovations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here, as well, PVH, and Comcast.
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Entrée $64,41 17 août 2026Actuel $65,67 18 août 2026Résultat −$1,26
They did cut Centene that position by 40%
Contexte They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder company.
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Entrée $263,88 17 août 2026Actuel $263,88 17 août 2026Résultat +$0,00
and Synnex by
Contexte They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder company.
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Entrée $119,45 17 août 2026Actuel $116,86 18 août 2026Résultat −$2,59
Sea Limited is one
Contexte He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.
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Entrée $59,70 17 août 2026Actuel $60,42 14 août 2026Résultat +$0,72
MakeMyTrip is another one
Contexte He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.
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Entrée $23,00 17 août 2026Actuel $22,94 17 août 2026Résultat −$0,06
Matthews International
Contexte He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.
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Entrée $24,92 17 août 2026Actuel $26,11 14 août 2026Résultat +$1,19
Quantum Corp
Contexte He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.
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Entrée $14,36 17 août 2026Actuel $15,03 14 août 2026Résultat +$0,67
and Surgery Partners
Contexte He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.
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Entrée $155,85 17 août 2026Actuel $158,01 18 août 2026Résultat −$2,16
Fortinet 41
Contexte His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO. Visa is also a 5% position for him, but it did trim uh that one.
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Entrée $184,52 17 août 2026Actuel $184,52 17 août 2026Résultat +$0,00
Philip Morris 43
Contexte His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO. Visa is also a 5% position for him, but it did trim uh that one.
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Entrée $546,09 17 août 2026Actuel $550,96 14 août 2026Résultat −$4,87
Idexx down 30
Contexte His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO. Visa is also a 5% position for him, but it did trim uh that one.
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Entrée $266,06 17 août 2026Actuel $272,96 14 août 2026Résultat −$6,90
ADP 33%
Contexte His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO. Visa is also a 5% position for him, but it did trim uh that one.
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Entrée $568,97 17 août 2026Actuel $543,67 18 août 2026Résultat +$25,30
Meta also a cut of 20%
Contexte His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO. Visa is also a 5% position for him, but it did trim uh that one.
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Entrée $74,99 17 août 2026Actuel $74,66 18 août 2026Résultat −$0,33
includes of course Uber
Contexte His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO.
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Entrée $562,26 17 août 2026Actuel $576,10 18 août 2026Résultat +$13,84
Mastercard
Contexte His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO.
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Entrée $1 079,00 17 août 2026Actuel $1 079,00 17 août 2026Résultat +$0,00
GE Vernova
Contexte His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO.
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Entrée $311,98 17 août 2026Actuel $307,26 18 août 2026Résultat −$4,72
AppLovin
Contexte His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO.
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Entrée $150,85 17 août 2026Actuel $150,85 18 août 2026Résultat +$0,00
TJX
Contexte His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO.
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Entrée $145,14 17 août 2026Actuel $144,86 18 août 2026Résultat −$0,28
Yum! Brands
Contexte His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO.
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Entrée $1 064,41 17 août 2026Actuel $1 078,12 18 août 2026Résultat +$13,71
FICO
Contexte His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO.
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Entrée $93,92 17 août 2026Actuel $93,50 14 août 2026Résultat +$0,42
did trim Canadian Pacific Kansas City by 3%
Contexte Did increase Google by 12% and did trim Canadian Pacific Kansas City by 3% and Canadian National Railway by 4%.
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Entrée $126,59 17 août 2026Actuel $126,55 18 août 2026Résultat +$0,04
Canadian National Railway by 4%
Contexte Did increase Google by 12% and did trim Canadian Pacific Kansas City by 3% and Canadian National Railway by 4%.
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Entrée $86,94 17 août 2026Actuel $87,34 18 août 2026Résultat +$0,40
He did add 134% to Pinduoduo
Contexte He did add 134% to Pinduoduo and 23% to Berkshire Hathaway.
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Entrée — 17 août 2026Actuel —Résultat —
23% to Berkshire Hathaway
Contexte He did add 134% to Pinduoduo and 23% to Berkshire Hathaway.
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Entrée $282,91 17 août 2026Actuel $272,24 18 août 2026Résultat +$10,67
Texas Instruments down 31%
Contexte His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO. Visa is also a 5% position for him, but it did trim uh that one.
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