Super Investors Are Quietly Loading Up On These Stocks!🚨

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1. 01 HUM NYSE VENDRE -2,82%
   Entrée $389,05 14 août 2026

   Actuel $400,02 09 sept 2026

   Résultat −$10,97

   vs. indice −1,0% SPY −1,8% sur la même période

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   Contexte de la transcription source

   … there it is. Palo Alto Network. We have AMD, a bunch of new positions. Um, let's see the closed out positions. They closed out JBL, uh, Twilio. We can see WLK, Mercado Libre, they canned that one. Lumentum, they sold out of Lumentum. ALM, they sold out of Humana. Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays. Looks like they dumped out of uh, Broadcom as well. Uh, we can see here they added to if I come up here, guys. Give me a second. They added to Taiwa…

   they sold out of Humana

   Aller

   Contexte extrait par IA ALM, they sold out of Humana.

2. 02 COHR NYSE VENDRE +6,86%
   Entrée $325,83 14 août 2026

   Actuel $303,48 09 sept 2026

   Résultat +$22,35

   vs. indice +8,7% SPY −1,8% sur la même période

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   Contexte de la transcription source

   …etwork. We have AMD, a bunch of new positions. Um, let's see the closed out positions. They closed out JBL, uh, Twilio. We can see WLK, Mercado Libre, they canned that one. Lumentum, they sold out of Lumentum. ALM, they sold out of Humana. Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays. Looks like they dumped out of uh, Broadcom as well. Uh, we can see here they added to if I come up here, guys. Give me a second. They added to Taiwan Semicond…

   Coherent

   Aller

   Contexte extrait par IA Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays.

3. 03 ROKU NASDAQ VENDRE +3,03%
   Entrée $157,68 14 août 2026

   Actuel $152,90 09 sept 2026

   Résultat +$4,78

   vs. indice +4,8% SPY −1,8% sur la même période

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   Roku

   Aller

   Contexte extrait par IA They reduced Sandisk. We can see here Roku, a couple other names.

4. 04 ARM NASDAQ VENDRE +5,44%
   Entrée $279,44 14 août 2026

   Actuel $264,23 09 sept 2026

   Résultat +$15,21

   vs. indice +7,2% SPY −1,8% sur la même période

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   Contexte de la transcription source

   …ngs. So, they made a lot of money on those calls, probably. Uh, maybe they're out of those calls now. But, let's see. They reduced um, Druckenmiller reduced Sandisk. We can see here Roku, a couple other names. I mean, a lot of other names. Arm Holdings YPF um TBBB, Roku, Teva. And these are the overall holdings, the top holdings. Uh the number one position by far and away is the healthcare play in Anterra, 18% of uh Duquesne. They actually added more, another 122,000 shares of that stock…

   Arm Holdings

   Aller

   Contexte extrait par IA Arm Holdings YPF um TBBB, Roku, Teva.

5. 05 DHI NYSE ACHETER -6,94%
   Entrée $148,81 14 août 2026

   Actuel $138,49 08 sept 2026

   Résultat −$10,32

   vs. indice −5,1% SPY −1,8% sur la même période

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   Contexte de la transcription source

   …-Cola, Google, uh Bank of America. But you do notice a couple of stocks are being sold, some are increasing in size. So let's dive deeper into that. So what new holdings did uh Berkshire, did Buffett add during the quarter? Well, just one. D.R. Horton, ticker DHI. He uh he added what? 3,500 shares. They added a whopping $580,000. So that's nothing for Berkshire, guys. Um that is absolutely nothing, but that is the only new stock they added. and they did close out Constellation Brands, ticker STZ. They sold all 632,000 shares. Um let …

   D.R. Horton, ticker DHI. He uh he added what? 3,500 shares.

   Aller

   Contexte extrait par IA Well, just one. D.R. Horton, ticker DHI. He uh he added what? 3,500 shares.

6. 06 STZ NYSE VENDRE +12,67%
   Entrée $139,18 14 août 2026

   Actuel $121,55 09 sept 2026

   Résultat +$17,63

   vs. indice +14,5% SPY −1,8% sur la même période

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   Contexte de la transcription source

   …g the quarter? Well, just one. D.R. Horton, ticker DHI. He uh he added what? 3,500 shares. They added a whopping $580,000. So that's nothing for Berkshire, guys. Um that is absolutely nothing, but that is the only new stock they added. and they did close out Constellation Brands, ticker STZ. They sold all 632,000 shares. Um let me see what market I I I don't know what the market value of that was before, but they're out of that stock. So, not many new or closed out closed out positions. But, that's what they did. And what did they add to? Well, look at thi…

   they did close out Constellation Brands, ticker STZ. They sold all 632,000 shares.

   Aller

   Contexte extrait par IA and they did close out Constellation Brands, ticker STZ. They sold all 632,000 shares.

7. 07 NYT NYSE ACHETER +2,79%
   Entrée $64,79 14 août 2026

   Actuel $66,60 09 sept 2026

   Résultat +$1,81

   vs. indice +4,6% SPY −1,8% sur la même période

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   Contexte de la transcription source

   …abet stake out the wazoo, both classes of shares. Uh you know, you have GOOGL and GOOG. They increased their GOOG position by 658% and they added 23 million shares and 24 million shares of GOOGL, which that increased their position by 45%. They also added more Delta Airlines, Lennar, New York Times, Macy's. So, those are the stocks they're increasing. And the most notable ones are again Alphabet, primarily the class uh C shares, right? And Macy's, which that that position increased by 141% unbelievable, man. And I believe now Google makes up …

   They also added more Delta Airlines, Lennar, New York Times, Macy's.

   Aller

8. 08 M NYSE ACHETER -8,12%
   Entrée $23,41 14 août 2026

   Actuel $21,51 09 sept 2026

   Résultat −$1,90

   vs. indice −6,3% SPY −1,8% sur la même période

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   Contexte de la transcription source

   …abet stake out the wazoo, both classes of shares. Uh you know, you have GOOGL and GOOG. They increased their GOOG position by 658% and they added 23 million shares and 24 million shares of GOOGL, which that increased their position by 45%. They also added more Delta Airlines, Lennar, New York Times, Macy's. So, those are the stocks they're increasing. And the most notable ones are again Alphabet, primarily the class uh C shares, right? And Macy's, which that that position increased by 141% unbelievable, man. And I believe now Google makes up …

   They also added more Delta Airlines, Lennar, New York Times, Macy's.

   Aller

9. 09 DAL NYSE ACHETER -11,63%
   Entrée $89,35 14 août 2026

   Actuel $78,96 08 sept 2026

   Résultat −$10,39

   vs. indice −9,8% SPY −1,8% sur la même période

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   Contexte de la transcription source

   …abet stake out the wazoo, both classes of shares. Uh you know, you have GOOGL and GOOG. They increased their GOOG position by 658% and they added 23 million shares and 24 million shares of GOOGL, which that increased their position by 45%. They also added more Delta Airlines, Lennar, New York Times, Macy's. So, those are the stocks they're increasing. And the most notable ones are again Alphabet, primarily the class uh C shares, right? And Macy's, which that that position increased by 141% unbelievable, man. And I believe now Google makes up …

   They also added more Delta Airlines, Lennar, New York Times, Macy's.

   Aller

10. 10 LEN NYSE ACHETER -6,99%
    Entrée $86,83 14 août 2026

    Actuel $80,76 09 sept 2026

    Résultat −$6,07

    vs. indice −5,2% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …abet stake out the wazoo, both classes of shares. Uh you know, you have GOOGL and GOOG. They increased their GOOG position by 658% and they added 23 million shares and 24 million shares of GOOGL, which that increased their position by 45%. They also added more Delta Airlines, Lennar, New York Times, Macy's. So, those are the stocks they're increasing. And the most notable ones are again Alphabet, primarily the class uh C shares, right? And Macy's, which that that position increased by 141% unbelievable, man. And I believe now Google makes up …

    They also added more Delta Airlines, Lennar, New York Times, Macy's.

    Aller

11. 11 NFLX NASDAQ ACHETER -2,73%
    Entrée $78,16 14 août 2026

    Actuel $76,03 09 sept 2026

    Résultat −$2,13

    vs. indice −0,9% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …lthcare play in Anterra, 18% of uh Duquesne. They actually added more, another 122,000 shares of that stock. Number two is TSM. And their third largest position is STM. Now, I'm sure you guys heard a lot about Bill Ackman, Pershing Square. They added back into Netflix, uh which Ackman actually used to own Netflix a couple years ago. Then he got out of it, I think 3 months after buying it, saying he made a mistake and he's not afraid to uh you know, to to admit to when he makes mistakes. So, now we can s…

    They added back into Netflix

    Aller

    Contexte extrait par IA Now, I'm sure you guys heard a lot about Bill Ackman, Pershing Square. They added back into Netflix...

12. 12 V NYSE ACHETER +0,89%
    Entrée $364,15 14 août 2026

    Actuel $367,39 09 sept 2026

    Résultat +$3,24

    vs. indice +2,7% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …some reason here on Well Wisdom, it says all these positions are new. Maybe because they just got listed on um the New York Stock Exchange, Pershing Square did. So, maybe it's showing as they're all new positions. But, he added to Netflix. He added to uh Visa, a couple other names. I'm pretty sure six names uh Pershing Square added to. And these are the new or not the new, but the the the top holdings. Uber is number one by far and away. Uh well, not at not really, actually. It's 12%, 13%. But …

    He added to uh Visa

    Aller

    Contexte extrait par IA He added to Netflix. He added to uh Visa, a couple other names.

13. 13 META NASDAQ ACHETER +10,82%
    Entrée $589,85 14 août 2026

    Actuel $653,69 09 sept 2026

    Résultat +$63,84

    vs. indice +12,6% SPY −1,8% sur la même période

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    Contexte de la transcription source

    … 13%. But but it's a decent size uh for Bill Ackman. Number two is Brookfield. Uh we can see ticker BM. Microsoft is number three. Amazon is number four. Number five is Howard Hughes Holdings. Uh we can see number six is Restaurant Brands. Meta is number seven, which they added that a couple months ago. You guys remember that. Visa is after that. MasterCard. And then we have S&P Global which oh yeah S&P Global is one that he started adding and now Netflix again it's a new stake 14 million shares or 13 million excuse me. Now it's about a 5…

    Meta is number seven, which they added that a couple months ago.

    Aller

14. 14 SPGI NYSE ACHETER -0,11%
    Entrée $418,80 14 août 2026

    Actuel $418,36 09 sept 2026

    Résultat −$0,44

    vs. indice +1,7% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …ve is Howard Hughes Holdings. Uh we can see number six is Restaurant Brands. Meta is number seven, which they added that a couple months ago. You guys remember that. Visa is after that. MasterCard. And then we have S&P Global which oh yeah S&P Global is one that he started adding and now Netflix again it's a new stake 14 million shares or 13 million excuse me. Now it's about a 5% waiting uh Pershing Square and Appaloosa is another one David Tepper that we have to look deeper into. Let me click that refresh so the f…

    S&P Global is one that he started adding

    Aller

    Contexte extrait par IA S&P Global is one that he started adding and now Netflix again it's a new stake

15. 15 MU NASDAQ VENDRE -5,77%
    Entrée $971,66 14 août 2026

    Actuel $1 027,77 09 sept 2026

    Résultat −$56,11

    vs. indice −4,0% SPY −1,8% sur la même période

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    Contexte de la transcription source

    … to this page. We can see Tepper is in a lot of these uh similar stocks right a lot of these the Ubers the Googles the Taiwan semiconductors and one thing that stands out to me here guys is the massive reduction of Micron. If we click here he actually sold about 41% of his Micron stake uh 690,000 shares. I mean they still own a good chunk it's still about 14% of the overall portfolio I believe. Um but now it's um you know it's coming down a little bit but overall that is the key one they reduced. They also reduced Alibab…

    he actually sold about 41% of his Micron stake

    Aller

    Contexte extrait par IA one thing that stands out to me here guys is the massive reduction of Micron. If we click here he actually sold about 41% of his Micron stake

16. 16 BABA NYSE VENDRE +11,59%
    Entrée $123,74 14 août 2026

    Actuel $109,40 09 sept 2026

    Résultat +$14,34

    vs. indice +13,4% SPY −1,8% sur la même période

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    Contexte de la transcription source

    … 41% of his Micron stake uh 690,000 shares. I mean they still own a good chunk it's still about 14% of the overall portfolio I believe. Um but now it's um you know it's coming down a little bit but overall that is the key one they reduced. They also reduced Alibaba AMD Qualcomm um WHR excuse me guys and excuse me again they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG uh Baidu ASML some other names uh they closed out. We can see they actually closed out Corning which I'm lon…

    They also reduced Alibaba

    Aller

    Contexte extrait par IA They also reduced Alibaba AMD Qualcomm um WHR excuse me guys

17. 17 AMD NASDAQ VENDRE -1,30%
    Entrée $514,39 14 août 2026

    Actuel $521,10 09 sept 2026

    Résultat −$6,71

    vs. indice +0,5% SPY −1,8% sur la même période

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    Contexte de la transcription source

    … 41% of his Micron stake uh 690,000 shares. I mean they still own a good chunk it's still about 14% of the overall portfolio I believe. Um but now it's um you know it's coming down a little bit but overall that is the key one they reduced. They also reduced Alibaba AMD Qualcomm um WHR excuse me guys and excuse me again they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG uh Baidu ASML some other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you kno…

    They also reduced Alibaba AMD Qualcomm um WHR

    Aller

    Contexte extrait par IA They also reduced Alibaba AMD Qualcomm um WHR excuse me guys

18. 18 QCOM NASDAQ VENDRE -6,40%
    Entrée $165,79 14 août 2026

    Actuel $176,40 09 sept 2026

    Résultat −$10,61

    vs. indice −4,6% SPY −1,8% sur la même période

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    Contexte de la transcription source

    … 41% of his Micron stake uh 690,000 shares. I mean they still own a good chunk it's still about 14% of the overall portfolio I believe. Um but now it's um you know it's coming down a little bit but overall that is the key one they reduced. They also reduced Alibaba AMD Qualcomm um WHR excuse me guys and excuse me again they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG uh Baidu ASML some other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you kno…

    They also reduced Alibaba AMD Qualcomm um WHR

    Aller

    Contexte extrait par IA They also reduced Alibaba AMD Qualcomm um WHR excuse me guys

19. 19 WHR NYSE VENDRE +10,97%
    Entrée $41,37 14 août 2026

    Actuel $36,83 09 sept 2026

    Résultat +$4,54

    vs. indice +12,8% SPY −1,8% sur la même période

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    Contexte de la transcription source

    … 41% of his Micron stake uh 690,000 shares. I mean they still own a good chunk it's still about 14% of the overall portfolio I believe. Um but now it's um you know it's coming down a little bit but overall that is the key one they reduced. They also reduced Alibaba AMD Qualcomm um WHR excuse me guys and excuse me again they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG uh Baidu ASML some other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you kno…

    They also reduced Alibaba AMD Qualcomm um WHR

    Aller

    Contexte extrait par IA They also reduced Alibaba AMD Qualcomm um WHR excuse me guys

20. 20 TSM NYSE ACHETER +2,11%
    Entrée $426,35 14 août 2026

    Actuel $435,36 09 sept 2026

    Résultat +$9,01

    vs. indice +3,9% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …'s still about 14% of the overall portfolio I believe. Um but now it's um you know it's coming down a little bit but overall that is the key one they reduced. They also reduced Alibaba AMD Qualcomm um WHR excuse me guys and excuse me again they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG uh Baidu ASML some other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you know that's how the cookie crumble sometimes guys they closed out Sandisk United…

    they added to Amazon Taiwan Semiconductor

    Aller

    Contexte extrait par IA they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG Baidu ASML some other names

21. 21 UBER NYSE ACHETER -6,41%
    Entrée $75,95 14 août 2026

    Actuel $71,08 09 sept 2026

    Résultat −$4,87

    vs. indice −4,6% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …'s still about 14% of the overall portfolio I believe. Um but now it's um you know it's coming down a little bit but overall that is the key one they reduced. They also reduced Alibaba AMD Qualcomm um WHR excuse me guys and excuse me again they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG uh Baidu ASML some other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you know that's how the cookie crumble sometimes guys they closed out Sandisk United Health Group …

    they added to Amazon Taiwan Semiconductor Alphabet Uber

    Aller

    Contexte extrait par IA they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG Baidu ASML some other names

22. 22 META NASDAQ ACHETER +10,82%
    Entrée $589,85 14 août 2026

    Actuel $653,69 09 sept 2026

    Résultat +$63,84

    vs. indice +12,6% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …'s still about 14% of the overall portfolio I believe. Um but now it's um you know it's coming down a little bit but overall that is the key one they reduced. They also reduced Alibaba AMD Qualcomm um WHR excuse me guys and excuse me again they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG uh Baidu ASML some other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you know that's how the cookie crumble sometimes guys they closed out Sandisk United Health Group Micro…

    they added to Amazon Taiwan Semiconductor Alphabet Uber Meta

    Aller

    Contexte extrait par IA they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG Baidu ASML some other names

23. 23 NRG NYSE ACHETER -8,61%
    Entrée $126,24 14 août 2026

    Actuel $115,37 09 sept 2026

    Résultat −$10,87

    vs. indice −6,8% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …'s still about 14% of the overall portfolio I believe. Um but now it's um you know it's coming down a little bit but overall that is the key one they reduced. They also reduced Alibaba AMD Qualcomm um WHR excuse me guys and excuse me again they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG uh Baidu ASML some other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you know that's how the cookie crumble sometimes guys they closed out Sandisk United Health Group Microsoft uh Lyft um…

    they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG

    Aller

    Contexte extrait par IA they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG Baidu ASML some other names

24. 24 BIDU NASDAQ ACHETER -11,23%
    Entrée $103,67 14 août 2026

    Actuel $92,03 09 sept 2026

    Résultat −$11,64

    vs. indice −9,4% SPY −1,8% sur la même période

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    they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG Baidu

    Aller

    Contexte extrait par IA they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG Baidu ASML some other names

25. 25 GLW NYSE VENDRE -1,54%
    Entrée $165,91 14 août 2026

    Actuel $168,46 09 sept 2026

    Résultat −$2,55

    vs. indice +0,3% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …ey one they reduced. They also reduced Alibaba AMD Qualcomm um WHR excuse me guys and excuse me again they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG uh Baidu ASML some other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you know that's how the cookie crumble sometimes guys they closed out Sandisk United Health Group Microsoft uh Lyft um you know ticker DB jd.com you know these are couple stocks they completely closed out and the …

    they actually closed out Corning

    Aller

    Contexte extrait par IA they actually closed out Corning which I'm long Corning so you know that's how the cookie crumble sometimes guys

26. 26 SNDK NASDAQ VENDRE -7,50%
    Entrée $1 641,11 14 août 2026

    Actuel $1 764,17 09 sept 2026

    Résultat −$123,06

    vs. indice −5,7% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG uh Baidu ASML some other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you know that's how the cookie crumble sometimes guys they closed out Sandisk United Health Group Microsoft uh Lyft um you know ticker DB jd.com you know these are couple stocks they completely closed out and the new positions are wow that's actually interesting. Uh they they bought puts on Apple which I'm curious d…

    they closed out Sandisk

    Aller

    Contexte extrait par IA they closed out Sandisk United Health Group Microsoft Lyft um you know ticker DB jd.com

27. 27 UNH NYSE VENDRE +2,16%
    Entrée $401,73 14 août 2026

    Actuel $393,06 09 sept 2026

    Résultat +$8,67

    vs. indice +4,0% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …ductor Alphabet Uber Meta VST Nvidia NRG uh Baidu ASML some other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you know that's how the cookie crumble sometimes guys they closed out Sandisk United Health Group Microsoft uh Lyft um you know ticker DB jd.com you know these are couple stocks they completely closed out and the new positions are wow that's actually interesting. Uh they they bought puts on Apple which I'm curious did they buy puts on …

    United Health Group

    Aller

    Contexte extrait par IA they closed out Sandisk United Health Group Microsoft Lyft um you know ticker DB jd.com

28. 28 MSFT NASDAQ VENDRE +0,76%
    Entrée $495,40 14 août 2026

    Actuel $491,65 09 sept 2026

    Résultat +$3,75

    vs. indice +2,6% SPY −1,8% sur la même période

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    Microsoft

    Aller

    Contexte extrait par IA they closed out Sandisk United Health Group Microsoft Lyft um you know ticker DB jd.com

29. 29 LYFT NASDAQ VENDRE +14,76%
    Entrée $17,48 14 août 2026

    Actuel $14,90 09 sept 2026

    Résultat +$2,58

    vs. indice +16,6% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …dia NRG uh Baidu ASML some other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you know that's how the cookie crumble sometimes guys they closed out Sandisk United Health Group Microsoft uh Lyft um you know ticker DB jd.com you know these are couple stocks they completely closed out and the new positions are wow that's actually interesting. Uh they they bought puts on Apple which I'm curious did they buy puts on Apple uh before th…

    Lyft

    Aller

    Contexte extrait par IA they closed out Sandisk United Health Group Microsoft Lyft um you know ticker DB jd.com

30. 30 DB NYSE VENDRE -5,45%
    Entrée $38,56 14 août 2026

    Actuel $40,66 09 sept 2026

    Résultat −$2,10

    vs. indice −3,7% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …ASML some other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you know that's how the cookie crumble sometimes guys they closed out Sandisk United Health Group Microsoft uh Lyft um you know ticker DB jd.com you know these are couple stocks they completely closed out and the new positions are wow that's actually interesting. Uh they they bought puts on Apple which I'm curious did they buy puts on Apple uh before their earnings report th…

    ticker DB

    Aller

    Contexte extrait par IA they closed out Sandisk United Health Group Microsoft Lyft um you know ticker DB jd.com

31. 31 JD NASDAQ VENDRE +7,09%
    Entrée $29,06 14 août 2026

    Actuel $27,00 09 sept 2026

    Résultat +$2,06

    vs. indice +8,9% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you know that's how the cookie crumble sometimes guys they closed out Sandisk United Health Group Microsoft uh Lyft um you know ticker DB jd.com you know these are couple stocks they completely closed out and the new positions are wow that's actually interesting. Uh they they bought puts on Apple which I'm curious did they buy puts on Apple uh before their earnings report that migh…

    jd.com

    Aller

    Contexte extrait par IA they closed out Sandisk United Health Group Microsoft Lyft um you know ticker DB jd.com

32. 32 JBL NYSE VENDRE +14,25%
    Entrée $363,10 14 août 2026

    Actuel $311,37 09 sept 2026

    Résultat +$51,73

    vs. indice +16,0% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …new positions. Um, you see Alphabet here is a new position. Delta Airlines, they added calls on Tesla. Uh, we can see DR Horton, there it is. Palo Alto Network. We have AMD, a bunch of new positions. Um, let's see the closed out positions. They closed out JBL, uh, Twilio. We can see WLK, Mercado Libre, they canned that one. Lumentum, they sold out of Lumentum. ALM, they sold out of Humana. Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays. Looks like they …

    They closed out JBL

    Aller

    Contexte extrait par IA They closed out JBL, uh, Twilio.

33. 33 TWLO NYSE VENDRE +4,62%
    Entrée $238,20 14 août 2026

    Actuel $227,19 09 sept 2026

    Résultat +$11,01

    vs. indice +6,4% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …e Alphabet here is a new position. Delta Airlines, they added calls on Tesla. Uh, we can see DR Horton, there it is. Palo Alto Network. We have AMD, a bunch of new positions. Um, let's see the closed out positions. They closed out JBL, uh, Twilio. We can see WLK, Mercado Libre, they canned that one. Lumentum, they sold out of Lumentum. ALM, they sold out of Humana. Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays. Looks like they dumped out o…

    Twilio

    Aller

    Contexte extrait par IA They closed out JBL, uh, Twilio.

34. 34 MELI NASDAQ VENDRE -1,72%
    Entrée $1 844,58 14 août 2026

    Actuel $1 876,33 09 sept 2026

    Résultat −$31,75

    vs. indice +0,1% SPY −1,8% sur la même période

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    Contexte de la transcription source

    … position. Delta Airlines, they added calls on Tesla. Uh, we can see DR Horton, there it is. Palo Alto Network. We have AMD, a bunch of new positions. Um, let's see the closed out positions. They closed out JBL, uh, Twilio. We can see WLK, Mercado Libre, they canned that one. Lumentum, they sold out of Lumentum. ALM, they sold out of Humana. Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays. Looks like they dumped out of uh, Broadcom as well. Uh, we can see here they added…

    Mercado Libre, they canned that one.

    Aller

35. 35 LITE NASDAQ VENDRE -6,79%
    Entrée $926,14 14 août 2026

    Actuel $988,98 09 sept 2026

    Résultat −$62,84

    vs. indice −5,0% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …Tesla. Uh, we can see DR Horton, there it is. Palo Alto Network. We have AMD, a bunch of new positions. Um, let's see the closed out positions. They closed out JBL, uh, Twilio. We can see WLK, Mercado Libre, they canned that one. Lumentum, they sold out of Lumentum. ALM, they sold out of Humana. Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays. Looks like they dumped out of uh, Broadcom as well. Uh, we can see here they added to if I come up here, guys. Give me…

    they sold out of Lumentum

    Aller

    Contexte extrait par IA they sold out of Lumentum. ALM, they sold out of Humana.

36. 36 HUM NYSE VENDRE -2,82%
    Entrée $389,05 14 août 2026

    Actuel $400,02 09 sept 2026

    Résultat −$10,97

    vs. indice −1,0% SPY −1,8% sur la même période

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    Contexte de la transcription source

    … there it is. Palo Alto Network. We have AMD, a bunch of new positions. Um, let's see the closed out positions. They closed out JBL, uh, Twilio. We can see WLK, Mercado Libre, they canned that one. Lumentum, they sold out of Lumentum. ALM, they sold out of Humana. Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays. Looks like they dumped out of uh, Broadcom as well. Uh, we can see here they added to if I come up here, guys. Give me a second. They added to Taiwa…

    they sold out of Humana

    Aller

    Contexte extrait par IA they sold out of Lumentum. ALM, they sold out of Humana.

37. 37 TSM NYSE ACHETER +2,11%
    Entrée $426,35 14 août 2026

    Actuel $435,36 09 sept 2026

    Résultat +$9,01

    vs. indice +3,9% SPY −1,8% sur la même période

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    Contexte de la transcription source

    … sold out of Humana. Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays. Looks like they dumped out of uh, Broadcom as well. Uh, we can see here they added to if I come up here, guys. Give me a second. They added to Taiwan Semiconductor, Amazon. They added an Amazon call option, which I'm assuming that was I mean, these moves by the way, guys, weren't made yesterday. These were within the last um, you know, what? 45-90 days, something like that. Maybe before that. So, I'm…

    They added to Taiwan Semiconductor

    Aller

    Contexte extrait par IA they added to if I come up here, guys. Give me a second. They added to Taiwan Semiconductor, Amazon.

38. 38 AAP NYSE VENDRE +23,29%
    Entrée $56,55 14 août 2026

    Actuel $43,38 09 sept 2026

    Résultat +$13,17

    vs. indice +25,1% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …ridgewater, not Berkshire, Bridgewater. And they closed out a good amount of stock when it comes to the information technology and industrials. Looks like a couple healthcare names. They sold out of AppLovin, or no, that's AAPL, excuse me. Advanced Auto Parts. The ticker is similar on that one. But, they sold out of that. Let's see, they sold out of man, a lot of different stocks. 209 stocks. They sold out of completely. I mean look ADM AAOI ALGM, a bunch of those different stocks. And they added to the S&P, all different types of tickers. You know, SPY, IV…

    Advanced Auto Parts. The ticker is similar on that one. But, they sold out of that.

    Aller

    Contexte extrait par IA they sold out of AppLovin, or no, that's AAPL, excuse me. Advanced Auto Parts. The ticker is similar on that one. But, they sold out of that.

39. 39 BA NYSE ACHETER -10,90%
    Entrée $231,67 14 août 2026

    Actuel $206,42 09 sept 2026

    Résultat −$25,25

    vs. indice −9,1% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …s report that might have been a genius play considering it tanked right after earnings. Uh so, they're in uh you know, Apple puts. They might be out of that, you know, out of those. That could have just been an earnings play. Um looks like they added 800,000 shares of Boeing, 7 and 1/2 million shares of American Airlines. They added a million shares of Core Weave, um about 150,000 shares of Broadcom. They They added SpaceX. Tepper's in SpaceX, guys. And it looks like they bought puts on Berkshire Hathaway, the…

    they added 800,000 shares of Boeing

    Aller

    Contexte extrait par IA looks like they added 800,000 shares of Boeing, 7 and 1/2 million shares of American Airlines.

40. 40 AAL NASDAQ ACHETER -12,74%
    Entrée $14,83 14 août 2026

    Actuel $12,94 09 sept 2026

    Résultat −$1,89

    vs. indice −10,9% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …s play considering it tanked right after earnings. Uh so, they're in uh you know, Apple puts. They might be out of that, you know, out of those. That could have just been an earnings play. Um looks like they added 800,000 shares of Boeing, 7 and 1/2 million shares of American Airlines. They added a million shares of Core Weave, um about 150,000 shares of Broadcom. They They added SpaceX. Tepper's in SpaceX, guys. And it looks like they bought puts on Berkshire Hathaway, the Class B shares. Um and they added 1.5 million …

    7 and 1/2 million shares of American Airlines

    Aller

    Contexte extrait par IA looks like they added 800,000 shares of Boeing, 7 and 1/2 million shares of American Airlines.

41. 41 CRWV NASDAQ ACHETER -9,80%
    Entrée $105,26 14 août 2026

    Actuel $94,94 09 sept 2026

    Résultat −$10,32

    vs. indice −8,0% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …gs. Uh so, they're in uh you know, Apple puts. They might be out of that, you know, out of those. That could have just been an earnings play. Um looks like they added 800,000 shares of Boeing, 7 and 1/2 million shares of American Airlines. They added a million shares of Core Weave, um about 150,000 shares of Broadcom. They They added SpaceX. Tepper's in SpaceX, guys. And it looks like they bought puts on Berkshire Hathaway, the Class B shares. Um and they added 1.5 million shares of Goodyear Tire and Rubber. Um so, …

    They added a million shares of Core Weave

    Aller

    Contexte extrait par IA They added a million shares of Core Weave...

42. 42 GT NASDAQ ACHETER -5,89%
    Entrée $6,11 14 août 2026

    Actuel $5,75 09 sept 2026

    Résultat −$0,36

    vs. indice −4,1% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …es of American Airlines. They added a million shares of Core Weave, um about 150,000 shares of Broadcom. They They added SpaceX. Tepper's in SpaceX, guys. And it looks like they bought puts on Berkshire Hathaway, the Class B shares. Um and they added 1.5 million shares of Goodyear Tire and Rubber. Um so, those are a couple of moves here from Tepper, guys. Uh did we go all those? Did we talk about the reduced ones? Yeah, we did. They added Uh yeah, so the top holdings in Appaloosa right now, Amazon's number one and Micron's number t…

    they added 1.5 million shares of Goodyear Tire and Rubber

    Aller

    Contexte extrait par IA they added 1.5 million shares of Goodyear Tire and Rubber.

43. 43 ES NYSE ACHETER -2,65%
    Entrée $72,36 14 août 2026

    Actuel $70,44 09 sept 2026

    Résultat −$1,92

    vs. indice −0,9% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …, but they also added um some new positions, which we can't possibly go over all these. 213 new positions is what I'm reading. So, there's a lot of you know, a lot of in, a lot of out and Bridgewater. But, some of the new positions include ES, which is Eversource Energy, AppLovin, ED, which is let's see, Consolidated Edison, and I ServiceNow. We have Duke Energy, APA, which is APA Corporation, XOM Energy. So, a lot of energy, finance materials you know, utilities. A lot of those additions to Dalio Berksh-…

    ES, which is Eversource Energy

    Aller

    Contexte extrait par IA The new positions include ES, which is Eversource Energy...

44. 44 APP NASDAQ ACHETER -3,29%
    Entrée $315,44 14 août 2026

    Actuel $305,06 09 sept 2026

    Résultat −$10,38

    vs. indice −1,5% SPY −1,8% sur la même période

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    AppLovin

    Aller

    Contexte extrait par IA The new positions include ES, which is Eversource Energy, AppLovin, ED, which is Consolidated Edison...

45. 45 ED NYSE ACHETER -1,20%
    Entrée $108,80 14 août 2026

    Actuel $107,49 09 sept 2026

    Résultat −$1,31

    vs. indice +0,6% SPY −1,8% sur la même période

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    ED, which is Consolidated Edison

    Aller

    Contexte extrait par IA The new positions include ES, which is Eversource Energy, AppLovin, ED, which is Consolidated Edison, and I ServiceNow.

46. 46 NOW NYSE ACHETER +5,73%
    Entrée $124,00 14 août 2026

    Actuel $131,11 09 sept 2026

    Résultat +$7,11

    vs. indice +7,5% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …ew positions is what I'm reading. So, there's a lot of you know, a lot of in, a lot of out and Bridgewater. But, some of the new positions include ES, which is Eversource Energy, AppLovin, ED, which is let's see, Consolidated Edison, and I ServiceNow. We have Duke Energy, APA, which is APA Corporation, XOM Energy. So, a lot of energy, finance materials you know, utilities. A lot of those additions to Dalio Berksh- what's it called? Bridgewater, not Berkshire, Bridgewater. And they clos…

    ServiceNow

    Aller

    Contexte extrait par IA The new positions include ES, which is Eversource Energy, AppLovin, ED, which is Consolidated Edison, and I ServiceNow.

47. 47 DUK NYSE ACHETER -2,82%
    Entrée $123,92 14 août 2026

    Actuel $120,43 09 sept 2026

    Résultat −$3,49

    vs. indice −1,0% SPY −1,8% sur la même période

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    Contexte de la transcription source

    … is what I'm reading. So, there's a lot of you know, a lot of in, a lot of out and Bridgewater. But, some of the new positions include ES, which is Eversource Energy, AppLovin, ED, which is let's see, Consolidated Edison, and I ServiceNow. We have Duke Energy, APA, which is APA Corporation, XOM Energy. So, a lot of energy, finance materials you know, utilities. A lot of those additions to Dalio Berksh- what's it called? Bridgewater, not Berkshire, Bridgewater. And they closed out a good amount …

    We have Duke Energy

    Aller

    Contexte extrait par IA We have Duke Energy, APA, which is APA Corporation, XOM Energy.

48. 48 APA NASDAQ ACHETER +10,80%
    Entrée $40,47 14 août 2026

    Actuel $44,84 09 sept 2026

    Résultat +$4,37

    vs. indice +12,6% SPY −1,8% sur la même période

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    Contexte de la transcription source

    … So, there's a lot of you know, a lot of in, a lot of out and Bridgewater. But, some of the new positions include ES, which is Eversource Energy, AppLovin, ED, which is let's see, Consolidated Edison, and I ServiceNow. We have Duke Energy, APA, which is APA Corporation, XOM Energy. So, a lot of energy, finance materials you know, utilities. A lot of those additions to Dalio Berksh- what's it called? Bridgewater, not Berkshire, Bridgewater. And they closed out a good amount of stock when it comes to the i…

    APA, which is APA Corporation

    Aller

    Contexte extrait par IA We have Duke Energy, APA, which is APA Corporation, XOM Energy.

49. 49 XOM NYSE ACHETER +2,60%
    Entrée $160,09 14 août 2026

    Actuel $164,26 09 sept 2026

    Résultat +$4,17

    vs. indice +4,4% SPY −1,8% sur la même période

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    Contexte de la transcription source

    … a lot of in, a lot of out and Bridgewater. But, some of the new positions include ES, which is Eversource Energy, AppLovin, ED, which is let's see, Consolidated Edison, and I ServiceNow. We have Duke Energy, APA, which is APA Corporation, XOM Energy. So, a lot of energy, finance materials you know, utilities. A lot of those additions to Dalio Berksh- what's it called? Bridgewater, not Berkshire, Bridgewater. And they closed out a good amount of stock when it comes to the information t…

    XOM Energy

    Aller

    Contexte extrait par IA We have Duke Energy, APA, which is APA Corporation, XOM Energy.

50. 50 NEM NYSE ACHETER +9,30%
    Entrée $117,76 14 août 2026

    Actuel $128,71 09 sept 2026

    Résultat +$10,95

    vs. indice +11,1% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …they sold out of man, a lot of different stocks. 209 stocks. They sold out of completely. I mean look ADM AAOI ALGM, a bunch of those different stocks. And they added to the S&P, all different types of tickers. You know, SPY, IVV, and VOO. They added NEM. They added to MO, Moody's, VST. Let's see, what did they close out? Did we talk about that already? They reduced Nvidia. This is what was interesting, guys. They're reducing a lot of these AI and tech plays. Bridgewater is Nvidia. They re…

    They added NEM

    Aller

    Contexte extrait par IA They added NEM.

51. 51 MO NYSE ACHETER +3,33%
    Entrée $65,70 14 août 2026

    Actuel $67,89 09 sept 2026

    Résultat +$2,19

    vs. indice +5,1% SPY −1,8% sur la même période

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    Contexte de la transcription source

    … man, a lot of different stocks. 209 stocks. They sold out of completely. I mean look ADM AAOI ALGM, a bunch of those different stocks. And they added to the S&P, all different types of tickers. You know, SPY, IVV, and VOO. They added NEM. They added to MO, Moody's, VST. Let's see, what did they close out? Did we talk about that already? They reduced Nvidia. This is what was interesting, guys. They're reducing a lot of these AI and tech plays. Bridgewater is Nvidia. They reduced by 17%. Sold…

    They added to MO

    Aller

    Contexte extrait par IA They added to MO, Moody's, VST.

52. 52 VST NYSE ACHETER +2,00%
    Entrée $148,13 14 août 2026

    Actuel $151,10 09 sept 2026

    Résultat +$2,97

    vs. indice +3,8% SPY −1,8% sur la même période

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    VST

    Aller

    Contexte extrait par IA They added to MO, Moody's, VST.

53. 53 AMD NASDAQ VENDRE -1,30%
    Entrée $514,39 14 août 2026

    Actuel $521,10 09 sept 2026

    Résultat −$6,71

    vs. indice +0,5% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …reducing a lot of these AI and tech plays. Bridgewater is Nvidia. They reduced by 17%. Sold 826,000 shares. They sold 30 30% of their AVGO stake, 517,000 shares. That's Broadcom. They sold 53% of Amazon, 33% of Google, 40% of Lam Research, 60% of their AMD stake. Bridgewater sold 50% of Applied materials, 71% of GE Vernova, 92% of Micron. So, we are noticing we are we are noticing some super investors, not all, but some of them are reducing their memory stake, their exposure to memory, whether it'…

    60% of their AMD stake

    Aller

    Contexte extrait par IA They sold 53% of Amazon, 33% of Google, 40% of Lam Research, 60% of their AMD stake.

54. 54 AMAT NASDAQ VENDRE +7,56%
    Entrée $507,18 14 août 2026

    Actuel $468,85 09 sept 2026

    Résultat +$38,33

    vs. indice +9,4% SPY −1,8% sur la même période

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    Bridgewater sold 50% of their Applied materials

    Aller

    Contexte extrait par IA Bridgewater sold 50% of their Applied materials...

55. 55 GEV NYSE VENDRE +10,55%
    Entrée $1 063,25 14 août 2026

    Actuel $951,04 09 sept 2026

    Résultat +$112,21

    vs. indice +12,3% SPY −1,8% sur la même période

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    They sold 71% of their GE Vernova stake

    Aller

    Contexte extrait par IA They sold 71% of their GE Vernova stake;

56. 56 MU NASDAQ VENDRE -5,77%
    Entrée $971,66 14 août 2026

    Actuel $1 027,77 09 sept 2026

    Résultat −$56,11

    vs. indice −4,0% SPY −1,8% sur la même période

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    They sold 92% of their Micron

    Aller

    Contexte extrait par IA They sold 92% of their Micron;

57. 57 MSFT NASDAQ VENDRE +0,76%
    Entrée $495,40 14 août 2026

    Actuel $491,65 09 sept 2026

    Résultat +$3,75

    vs. indice +2,6% SPY −1,8% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …what I'm noticing. Um and Bridgewater in particular, a lot of tech across the board is being reduced. Uh you know, big time, big time. Uh so, we are noticing some rebalancing and honestly, rotation, especially in Bridgewater here, guys. Uh they reduced Microsoft by 35%, Oracle by 10%, uh let's see, a 70% reduction in Klac, uh which is, you know, KLA Corp, uh 35% reduction in Apple, 37% in CLS, 33% in ASML. So, that's where we're at with Bridgewater, guys, but that doesn't mean that's what you should do, …

    they reduced Microsoft by 35%

    Aller

58. 58 ORCL NYSE VENDRE -7,52%
    Entrée $150,32 14 août 2026

    Actuel $161,63 09 sept 2026

    Résultat −$11,31

    vs. indice −5,7% SPY −1,8% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …ewater in particular, a lot of tech across the board is being reduced. Uh you know, big time, big time. Uh so, we are noticing some rebalancing and honestly, rotation, especially in Bridgewater here, guys. Uh they reduced Microsoft by 35%, Oracle by 10%, uh let's see, a 70% reduction in Klac, uh which is, you know, KLA Corp, uh 35% reduction in Apple, 37% in CLS, 33% in ASML. So, that's where we're at with Bridgewater, guys, but that doesn't mean that's what you should do, right? And and …

    Oracle by 10%

    Aller

59. 59 KLAC NASDAQ VENDRE +10,22%
    Entrée $203,72 14 août 2026

    Actuel $182,91 09 sept 2026

    Résultat +$20,81

    vs. indice +12,0% SPY −1,8% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …f tech across the board is being reduced. Uh you know, big time, big time. Uh so, we are noticing some rebalancing and honestly, rotation, especially in Bridgewater here, guys. Uh they reduced Microsoft by 35%, Oracle by 10%, uh let's see, a 70% reduction in Klac, uh which is, you know, KLA Corp, uh 35% reduction in Apple, 37% in CLS, 33% in ASML. So, that's where we're at with Bridgewater, guys, but that doesn't mean that's what you should do, right? And and and this is not what you should copy, e…

    a 70% reduction in Klac

    Aller

    Contexte extrait par IA a 70% reduction in Klac, uh which is, you know, KLA Corp

60. 60 AAPL NASDAQ VENDRE -3,08%
    Entrée $305,93 14 août 2026

    Actuel $315,34 09 sept 2026

    Résultat −$9,41

    vs. indice −1,3% SPY −1,8% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …me, big time. Uh so, we are noticing some rebalancing and honestly, rotation, especially in Bridgewater here, guys. Uh they reduced Microsoft by 35%, Oracle by 10%, uh let's see, a 70% reduction in Klac, uh which is, you know, KLA Corp, uh 35% reduction in Apple, 37% in CLS, 33% in ASML. So, that's where we're at with Bridgewater, guys, but that doesn't mean that's what you should do, right? And and and this is not what you should copy, either, because, guys, like I said earlier in the video, thes…

    35% reduction in Apple

    Aller

61. 61 CLS NYSE VENDRE +0,43%
    Entrée $335,05 14 août 2026

    Actuel $333,60 09 sept 2026

    Résultat +$1,45

    vs. indice +2,2% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …are noticing some rebalancing and honestly, rotation, especially in Bridgewater here, guys. Uh they reduced Microsoft by 35%, Oracle by 10%, uh let's see, a 70% reduction in Klac, uh which is, you know, KLA Corp, uh 35% reduction in Apple, 37% in CLS, 33% in ASML. So, that's where we're at with Bridgewater, guys, but that doesn't mean that's what you should do, right? And and and this is not what you should copy, either, because, guys, like I said earlier in the video, these moves were…

    37% in CLS

    Aller

62. 62 ADM NYSE VENDRE -7,58%
    Entrée $80,45 14 août 2026

    Actuel $86,55 09 sept 2026

    Résultat −$6,10

    vs. indice −5,8% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …f AppLovin, or no, that's AAPL, excuse me. Advanced Auto Parts. The ticker is similar on that one. But, they sold out of that. Let's see, they sold out of man, a lot of different stocks. 209 stocks. They sold out of completely. I mean look ADM AAOI ALGM, a bunch of those different stocks. And they added to the S&P, all different types of tickers. You know, SPY, IVV, and VOO. They added NEM. They added to MO, Moody's, VST. Let's see, what did they close out? Did we talk about tha…

    ADM

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    Contexte extrait par IA they sold out of completely. I mean look ADM AAOI ALGM, a bunch of those different stocks.

63. 63 AAOI NASDAQ VENDRE +28,18%
    Entrée $150,28 14 août 2026

    Actuel $107,93 09 sept 2026

    Résultat +$42,35

    vs. indice +30,0% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …pLovin, or no, that's AAPL, excuse me. Advanced Auto Parts. The ticker is similar on that one. But, they sold out of that. Let's see, they sold out of man, a lot of different stocks. 209 stocks. They sold out of completely. I mean look ADM AAOI ALGM, a bunch of those different stocks. And they added to the S&P, all different types of tickers. You know, SPY, IVV, and VOO. They added NEM. They added to MO, Moody's, VST. Let's see, what did they close out? Did we talk about that alr…

    AAOI

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    Contexte extrait par IA they sold out of completely. I mean look ADM AAOI ALGM, a bunch of those different stocks.

64. 64 ALGM NASDAQ VENDRE +19,26%
    Entrée $44,39 14 août 2026

    Actuel $35,84 09 sept 2026

    Résultat +$8,55

    vs. indice +21,1% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …n, or no, that's AAPL, excuse me. Advanced Auto Parts. The ticker is similar on that one. But, they sold out of that. Let's see, they sold out of man, a lot of different stocks. 209 stocks. They sold out of completely. I mean look ADM AAOI ALGM, a bunch of those different stocks. And they added to the S&P, all different types of tickers. You know, SPY, IVV, and VOO. They added NEM. They added to MO, Moody's, VST. Let's see, what did they close out? Did we talk about that already?…

    ALGM

    Aller

    Contexte extrait par IA they sold out of completely. I mean look ADM AAOI ALGM, a bunch of those different stocks.

65. 65 DB NYSE VENDRE -5,45%
    Entrée $38,56 14 août 2026

    Actuel $40,66 09 sept 2026

    Résultat −$2,10

    vs. indice −3,7% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …ASML some other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you know that's how the cookie crumble sometimes guys they closed out Sandisk United Health Group Microsoft uh Lyft um you know ticker DB jd.com you know these are couple stocks they completely closed out and the new positions are wow that's actually interesting. Uh they they bought puts on Apple which I'm curious did they buy puts on Apple uh before their earnings report th…

    ticker DB

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    Contexte extrait par IA they closed out Sandisk United Health Group Microsoft Lyft um you know ticker DB jd.com

66. 66 JBL NYSE VENDRE +14,25%
    Entrée $363,10 14 août 2026

    Actuel $311,37 09 sept 2026

    Résultat +$51,73

    vs. indice +16,0% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …new positions. Um, you see Alphabet here is a new position. Delta Airlines, they added calls on Tesla. Uh, we can see DR Horton, there it is. Palo Alto Network. We have AMD, a bunch of new positions. Um, let's see the closed out positions. They closed out JBL, uh, Twilio. We can see WLK, Mercado Libre, they canned that one. Lumentum, they sold out of Lumentum. ALM, they sold out of Humana. Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays. Looks like they …

    They closed out JBL

    Aller

    Contexte extrait par IA They closed out JBL, uh, Twilio.

67. 67 TWLO NYSE VENDRE +4,62%
    Entrée $238,20 14 août 2026

    Actuel $227,19 09 sept 2026

    Résultat +$11,01

    vs. indice +6,4% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …e Alphabet here is a new position. Delta Airlines, they added calls on Tesla. Uh, we can see DR Horton, there it is. Palo Alto Network. We have AMD, a bunch of new positions. Um, let's see the closed out positions. They closed out JBL, uh, Twilio. We can see WLK, Mercado Libre, they canned that one. Lumentum, they sold out of Lumentum. ALM, they sold out of Humana. Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays. Looks like they dumped out o…

    Twilio

    Aller

    Contexte extrait par IA They closed out JBL, uh, Twilio.

68. 68 MELI NASDAQ VENDRE -1,72%
    Entrée $1 844,58 14 août 2026

    Actuel $1 876,33 09 sept 2026

    Résultat −$31,75

    vs. indice +0,1% SPY −1,8% sur la même période

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    Contexte de la transcription source

    … position. Delta Airlines, they added calls on Tesla. Uh, we can see DR Horton, there it is. Palo Alto Network. We have AMD, a bunch of new positions. Um, let's see the closed out positions. They closed out JBL, uh, Twilio. We can see WLK, Mercado Libre, they canned that one. Lumentum, they sold out of Lumentum. ALM, they sold out of Humana. Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays. Looks like they dumped out of uh, Broadcom as well. Uh, we can see here they added…

    Mercado Libre, they canned that one.

    Aller

69. 69 LITE NASDAQ VENDRE -6,79%
    Entrée $926,14 14 août 2026

    Actuel $988,98 09 sept 2026

    Résultat −$62,84

    vs. indice −5,0% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …Tesla. Uh, we can see DR Horton, there it is. Palo Alto Network. We have AMD, a bunch of new positions. Um, let's see the closed out positions. They closed out JBL, uh, Twilio. We can see WLK, Mercado Libre, they canned that one. Lumentum, they sold out of Lumentum. ALM, they sold out of Humana. Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays. Looks like they dumped out of uh, Broadcom as well. Uh, we can see here they added to if I come up here, guys. Give me…

    they sold out of Lumentum

    Aller

    Contexte extrait par IA they sold out of Lumentum.

70. 70 YPF NYSE VENDRE -6,07%
    Entrée $50,05 14 août 2026

    Actuel $53,09 08 sept 2026

    Résultat −$3,04

    vs. indice −4,3% SPY −1,8% sur la même période

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    YPF

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    Contexte extrait par IA Arm Holdings YPF um TBBB, Roku, Teva.

71. 71 TEVA NYSE VENDRE +0,03%
    Entrée $36,77 14 août 2026

    Actuel $36,76 08 sept 2026

    Résultat +$0,01

    vs. indice +1,8% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …y on those calls, probably. Uh, maybe they're out of those calls now. But, let's see. They reduced um, Druckenmiller reduced Sandisk. We can see here Roku, a couple other names. I mean, a lot of other names. Arm Holdings YPF um TBBB, Roku, Teva. And these are the overall holdings, the top holdings. Uh the number one position by far and away is the healthcare play in Anterra, 18% of uh Duquesne. They actually added more, another 122,000 shares of that stock. Number two is TSM. And…

    Teva

    Aller

    Contexte extrait par IA Arm Holdings YPF um TBBB, Roku, Teva.

72. 72 VST NYSE ACHETER +2,00%
    Entrée $148,13 14 août 2026

    Actuel $151,10 09 sept 2026

    Résultat +$2,97

    vs. indice +3,8% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …'s still about 14% of the overall portfolio I believe. Um but now it's um you know it's coming down a little bit but overall that is the key one they reduced. They also reduced Alibaba AMD Qualcomm um WHR excuse me guys and excuse me again they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG uh Baidu ASML some other names uh they closed out. We can see they actually closed out Corning which I'm long Corning so you know that's how the cookie crumble sometimes guys they closed out Sandisk United Health Group Microsoft…

    they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST

    Aller

    Contexte extrait par IA they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG Baidu ASML some other names

73. 73 COHR NYSE VENDRE +6,86%
    Entrée $325,83 14 août 2026

    Actuel $303,48 09 sept 2026

    Résultat +$22,35

    vs. indice +8,7% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …etwork. We have AMD, a bunch of new positions. Um, let's see the closed out positions. They closed out JBL, uh, Twilio. We can see WLK, Mercado Libre, they canned that one. Lumentum, they sold out of Lumentum. ALM, they sold out of Humana. Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays. Looks like they dumped out of uh, Broadcom as well. Uh, we can see here they added to if I come up here, guys. Give me a second. They added to Taiwan Semicond…

    Coherent

    Aller

    Contexte extrait par IA Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays.

74. 74 LRCX NASDAQ VENDRE +4,97%
    Entrée $332,36 14 août 2026

    Actuel $315,84 09 sept 2026

    Résultat +$16,52

    vs. indice +6,8% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …sting, guys. They're reducing a lot of these AI and tech plays. Bridgewater is Nvidia. They reduced by 17%. Sold 826,000 shares. They sold 30 30% of their AVGO stake, 517,000 shares. That's Broadcom. They sold 53% of Amazon, 33% of Google, 40% of Lam Research, 60% of their AMD stake. Bridgewater sold 50% of Applied materials, 71% of GE Vernova, 92% of Micron. So, we are noticing we are we are noticing some super investors, not all, but some of them are reducing their memory stake, their exposur…

    40% of Lam Research

    Aller

    Contexte extrait par IA They sold 53% of Amazon, 33% of Google, 40% of Lam Research...

75. 75 AAP NYSE VENDRE +23,29%
    Entrée $56,55 14 août 2026

    Actuel $43,38 09 sept 2026

    Résultat +$13,17

    vs. indice +25,1% SPY −1,8% sur la même période

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    Contexte de la transcription source

    …ridgewater, not Berkshire, Bridgewater. And they closed out a good amount of stock when it comes to the information technology and industrials. Looks like a couple healthcare names. They sold out of AppLovin, or no, that's AAPL, excuse me. Advanced Auto Parts. The ticker is similar on that one. But, they sold out of that. Let's see, they sold out of man, a lot of different stocks. 209 stocks. They sold out of completely. I mean look ADM AAOI ALGM, a bunch of those different stocks. And they added to the S&P, all different types of tickers. You know, SPY, IV…

    Advanced Auto Parts. The ticker is similar on that one. But, they sold out of that.

    Aller

    Contexte extrait par IA they sold out of AppLovin, or no, that's AAPL, excuse me. Advanced Auto Parts. The ticker is similar on that one. But, they sold out of that.