What Superinvestors Are Buying While Everyone Else Is Panic Selling

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1. 01 FLEX NASDAQ ACHETER -13,32%
   Entrée $130,00 17 août 2026

   Actuel $112,68 09 sept 2026

   Résultat −$17,32

   vs. indice −12,0% SPY −1,3% sur la même période

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   Contexte de la transcription source

   …r Bros. Discovery. It's very interesting that he has this right now in Q2 but okay. 11.6% then Amazon 9.1 Google 8% then we have CRH and TDS. Now he did add or increase his Google position by 486% but it was a small position to start with. Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX. Amazon is the number two position but that got trimmed by 10%. Up next here we have David Einhorn from Greenlight Capital. Also a lot of names in the portfolio 46 stocks. The number one position he…

   Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management

   Aller

   Contexte extrait par IA Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.

2. 02 DAL NYSE ACHETER -10,09%
   Entrée $87,59 17 août 2026

   Actuel $78,75 09 sept 2026

   Résultat −$8,84

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

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   Contexte de la transcription source

   …oca-Cola and Bank of America. They did increase their position in Alphabet this quarter, 37.8 billion dollars actually, which is bigger than 14 of the other 15 funds entire portfolios. Just shows you how big Berkshire Hathaway actually is. They did add 44% to Delta Air and 30% to Lennar, and their new tiny position was in D.R. Horton. Moving on to Bill Ackman, I'm not going to spend that much time here because we did cover that whole portfolio in another single video. Uber is now the largest holding ther…

   They did add 44% to Delta Air

   Aller

   Contexte extrait par IA They did add 44% to Delta Air and 30% to Lennar, and their new tiny position was in D.R. Horton.

3. 03 MA NYSE ACHETER +0,55%
   Entrée $562,26 17 août 2026

   Actuel $565,37 10 sept 2026

   Résultat +$3,11

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

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   Contexte de la transcription source

   … single video. Uber is now the largest holding there, 12.72%. Brookfield is number two, Microsoft is number three, then we have Amazon and uh Triple H, which is Howard Hughes. We don't have any Google Alphabet anymore. They did, of course, add Visa, Mastercard, S&P Global, Netflix, and two other uh positions as well to the portfolio, fresh positions there. But Uber is now the number one holding in that portfolio. Amazon was cut by around 25%, Brookfield by just 4%. It's interesting why they did …

   add Visa, Mastercard

   Aller

   Contexte extrait par IA They did, of course, add Visa, Mastercard, S&P Global, Netflix, and two other uh positions as well to the portfolio, fresh positions there.

4. 04 HUT NASDAQ ACHETER +8,95%
   Entrée $88,04 17 août 2026

   Actuel $95,92 09 sept 2026

   Résultat +$7,88

   vs. indice +10,3% SPY −1,3% sur la même période

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   Contexte de la transcription source

   …r Bros. Discovery. It's very interesting that he has this right now in Q2 but okay. 11.6% then Amazon 9.1 Google 8% then we have CRH and TDS. Now he did add or increase his Google position by 486% but it was a small position to start with. Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX. Amazon is the number two position but that got trimmed by 10%. Up next here we have David Einhorn from Greenlight Capital. Also a lot of names in the portfolio 46 stocks. The number one position he…

   Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management

   Aller

   Contexte extrait par IA Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.

5. 05 LEN NYSE ACHETER -6,68%
   Entrée $86,54 17 août 2026

   Actuel $80,76 09 sept 2026

   Résultat −$5,78

   vs. indice −5,3% SPY −1,3% sur la même période

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   Contexte de la transcription source

   … did increase their position in Alphabet this quarter, 37.8 billion dollars actually, which is bigger than 14 of the other 15 funds entire portfolios. Just shows you how big Berkshire Hathaway actually is. They did add 44% to Delta Air and 30% to Lennar, and their new tiny position was in D.R. Horton. Moving on to Bill Ackman, I'm not going to spend that much time here because we did cover that whole portfolio in another single video. Uber is now the largest holding there, 12.72%. Brookfi…

   30% to Lennar

   Aller

   Contexte extrait par IA They did add 44% to Delta Air and 30% to Lennar, and their new tiny position was in D.R. Horton.

6. 06 DHI NYSE ACHETER -6,34%
   Entrée $148,34 17 août 2026

   Actuel $138,93 09 sept 2026

   Résultat −$9,41

   vs. indice −5,0% SPY −1,3% sur la même période

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   Contexte de la transcription source

   … position in Alphabet this quarter, 37.8 billion dollars actually, which is bigger than 14 of the other 15 funds entire portfolios. Just shows you how big Berkshire Hathaway actually is. They did add 44% to Delta Air and 30% to Lennar, and their new tiny position was in D.R. Horton. Moving on to Bill Ackman, I'm not going to spend that much time here because we did cover that whole portfolio in another single video. Uber is now the largest holding there, 12.72%. Brookfield is number two, Microsoft is number three, th…

   their new tiny position was in D.R. Horton

   Aller

   Contexte extrait par IA They did add 44% to Delta Air and 30% to Lennar, and their new tiny position was in D.R. Horton.

7. 07 BN NYSE VENDRE +9,89%
   Entrée $42,75 17 août 2026

   Actuel $38,52 09 sept 2026

   Résultat +$4,23

   vs. indice +11,2% SPY −1,3% sur la même période

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   Contexte de la transcription source

   …et anymore. They did, of course, add Visa, Mastercard, S&P Global, Netflix, and two other uh positions as well to the portfolio, fresh positions there. But Uber is now the number one holding in that portfolio. Amazon was cut by around 25%, Brookfield by just 4%. It's interesting why they did cut Amazon by 25%, and yes, he does own Meta, but Meta is not a 10% position, it's just around 9.2% or so. Looking at a family office in this case, we do have Peter Thiel here. Eight stocks, number one, Amazo…

   Brookfield by just 4%

   Aller

   Contexte extrait par IA Amazon was cut by around 25%, Brookfield by just 4%.

8. 08 SPGI NYSE ACHETER +1,91%
   Entrée $410,53 17 août 2026

   Actuel $418,36 09 sept 2026

   Résultat +$7,83

   vs. indice +3,2% SPY −1,3% sur la même période

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   S&P Global

   Aller

   Contexte extrait par IA They did, of course, add Visa, Mastercard, S&P Global, Netflix, and two other uh positions as well to the portfolio, fresh positions there.

9. 09 NFLX NASDAQ ACHETER -0,01%
   Entrée $76,02 17 août 2026

   Actuel $76,01 10 sept 2026

   Résultat −$0,01

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

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   Contexte de la transcription source

   …gest holding there, 12.72%. Brookfield is number two, Microsoft is number three, then we have Amazon and uh Triple H, which is Howard Hughes. We don't have any Google Alphabet anymore. They did, of course, add Visa, Mastercard, S&P Global, Netflix, and two other uh positions as well to the portfolio, fresh positions there. But Uber is now the number one holding in that portfolio. Amazon was cut by around 25%, Brookfield by just 4%. It's interesting why they did cut Amazon by 25%, an…

   Netflix

   Aller

   Contexte extrait par IA They did, of course, add Visa, Mastercard, S&P Global, Netflix, and two other uh positions as well to the portfolio, fresh positions there.

10. 10 UBER NYSE ACHETER -3,24%
    Entrée $74,99 17 août 2026

    Actuel $72,56 10 sept 2026

    Résultat −$2,43

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

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    Contexte de la transcription source

    …d to that. Amazon is close to 16% or was close to 16% of the portfolio. Micron is 15% but it did slash that position by 41% which is the biggest single trim of the quarter. 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 ac…

    22% to Uber

    Aller

    Contexte extrait par IA 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.

11. 11 CRWV NASDAQ ACHETER -10,43%
    Entrée $106,00 17 août 2026

    Actuel $94,94 09 sept 2026

    Résultat −$11,06

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

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    Contexte de la transcription source

    …was close to 16% of the portfolio. Micron is 15% but it did slash that position by 41% which is the biggest single trim of the quarter. 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. Very interesting. Now as for the trimming here, he did cut Aliba…

    brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom

    Aller

    Contexte extrait par IA Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.

12. 12 BA NYSE ACHETER -8,64%
    Entrée $225,95 17 août 2026

    Actuel $206,42 09 sept 2026

    Résultat −$19,53

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

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    Contexte de la transcription source

    …was close to 16% of the portfolio. Micron is 15% but it did slash that position by 41% which is the biggest single trim of the quarter. 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. Very interesting. Now as for the trimming here, he did cut Aliba…

    brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom

    Aller

    Contexte extrait par IA Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.

13. 13 AAL NASDAQ ACHETER -10,33%
    Entrée $14,43 17 août 2026

    Actuel $12,94 09 sept 2026

    Résultat −$1,49

    vs. indice −9,0% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …was close to 16% of the portfolio. Micron is 15% but it did slash that position by 41% which is the biggest single trim of the quarter. 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. Very interesting. Now as for the trimming here, he did cut Aliba…

    brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom

    Aller

    Contexte extrait par IA Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.

14. 14 AVGO NASDAQ ACHETER -8,05%
    Entrée $392,43 17 août 2026

    Actuel $360,83 10 sept 2026

    Résultat −$31,60

    vs. indice −6,7% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …was close to 16% of the portfolio. Micron is 15% but it did slash that position by 41% which is the biggest single trim of the quarter. 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. Very interesting. Now as for the trimming here, he did cut Aliba…

    brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom

    Aller

    Contexte extrait par IA Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.

15. 15 NVDA NASDAQ ACHETER -2,96%
    Entrée $225,01 17 août 2026

    Actuel $218,36 10 sept 2026

    Résultat −$6,65

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

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    Contexte de la transcription source

    …y 41% which is the biggest single trim of the quarter. 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. Very interesting. Now as for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpoo…

    He did add an extra 4% to Nvidia

    Aller

    Contexte extrait par IA 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.

16. 16 BABA NYSE VENDRE +12,28%
    Entrée $124,71 17 août 2026

    Actuel $109,40 09 sept 2026

    Résultat +$15,31

    vs. indice +13,6% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …s 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. Very interesting. Now as for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD. Looking at third point Daniel Loeb here 38 stocks held. We're not going to go through all all of them. We'll look at the top holdings. He does have here at the number one spot Warner Bros. D…

    he did cut Alibaba by 42%

    Aller

    Contexte extrait par IA As for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD.

17. 17 QCOM NASDAQ VENDRE -8,77%
    Entrée $162,18 17 août 2026

    Actuel $176,40 09 sept 2026

    Résultat −$14,22

    vs. indice −7,4% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …dd 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. Very interesting. Now as for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD. Looking at third point Daniel Loeb here 38 stocks held. We're not going to go through all all of them. We'll look at the top holdings. He does have here at the number one spot Warner Bros. Discovery. It's v…

    Qualcomm by 50%

    Aller

    Contexte extrait par IA As for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD.

18. 18 WHR NYSE VENDRE +6,97%
    Entrée $39,59 17 août 2026

    Actuel $36,83 09 sept 2026

    Résultat +$2,76

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

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    Contexte de la transcription source

    …o 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. Very interesting. Now as for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD. Looking at third point Daniel Loeb here 38 stocks held. We're not going to go through all all of them. We'll look at the top holdings. He does have here at the number one spot Warner Bros. Discovery. It's very interesting t…

    Whirlpool by 63%

    Aller

    Contexte extrait par IA As for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD.

19. 19 AMD NASDAQ VENDRE -2,98%
    Entrée $506,00 17 août 2026

    Actuel $521,10 09 sept 2026

    Résultat −$15,10

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

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    Contexte de la transcription source

    …nteresting is that not many of these funds and super investors actually own Nvidia or actually add to Nvidia in recent quarters. Very interesting. Now as for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD. Looking at third point Daniel Loeb here 38 stocks held. We're not going to go through all all of them. We'll look at the top holdings. He does have here at the number one spot Warner Bros. Discovery. It's very interesting that he has this…

    11% in AMD

    Aller

    Contexte extrait par IA As for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD.

20. 20 MU NASDAQ VENDRE +3,39%
    Entrée $1 011,75 17 août 2026

    Actuel $977,41 10 sept 2026

    Résultat +$34,34

    vs. indice +4,7% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …to go up. CapEx is expected to increase. Moving on to the next one, and that's David Tepper's Appaloosa Management. 25 stocks held. Number one here is Amazon. He did add to that. Amazon is close to 16% or was close to 16% of the portfolio. Micron is 15% but it did slash that position by 41% which is the biggest single trim of the quarter. 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 di…

    Micron is 15% but it did slash that position by 41%

    Aller

    Contexte extrait par IA 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.

21. 21 WBD NASDAQ ACHETER -0,07%
    Entrée $27,93 17 août 2026

    Actuel $27,91 09 sept 2026

    Résultat −$0,02

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

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    Contexte de la transcription source

    …r Bros. Discovery. It's very interesting that he has this right now in Q2 but okay. 11.6% then Amazon 9.1 Google 8% then we have CRH and TDS. Now he did add or increase his Google position by 486% but it was a small position to start with. Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX. Amazon is the number two position but that got trimmed by 10%. Up next here we have David Einhorn from Greenlight Capital. Also a lo…

    Brand new positions are Warner Bros.

    Aller

    Contexte extrait par IA Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.

22. 22 KEYS NYSE ACHETER -8,35%
    Entrée $361,15 17 août 2026

    Actuel $331,01 09 sept 2026

    Résultat −$30,14

    vs. indice −7,0% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …r Bros. Discovery. It's very interesting that he has this right now in Q2 but okay. 11.6% then Amazon 9.1 Google 8% then we have CRH and TDS. Now he did add or increase his Google position by 486% but it was a small position to start with. Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX. Amazon is the number two position but that got trimmed by 10%. Up next here we have David Einhorn from Greenlight Capital. Also a lot of names in the portfolio 46 stocks. The number one position he…

    Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management

    Aller

    Contexte extrait par IA Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.

23. 23 XYZ NYSE ACHETER -1,00%
    Entrée $80,20 17 août 2026

    Actuel $79,40 09 sept 2026

    Résultat −$0,80

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

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    Contexte de la transcription source

    …r Bros. Discovery. It's very interesting that he has this right now in Q2 but okay. 11.6% then Amazon 9.1 Google 8% then we have CRH and TDS. Now he did add or increase his Google position by 486% but it was a small position to start with. Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX. Amazon is the number two position but that got trimmed by 10%. Up next here we have David Einhorn from Greenlight Capital. Also a lot of names in the portfolio 46 stocks. The number one position he…

    Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management

    Aller

    Contexte extrait par IA Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.

24. 24 TTMI NASDAQ ACHETER -11,87%
    Entrée $140,98 17 août 2026

    Actuel $124,25 09 sept 2026

    Résultat −$16,73

    vs. indice −10,5% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …r Bros. Discovery. It's very interesting that he has this right now in Q2 but okay. 11.6% then Amazon 9.1 Google 8% then we have CRH and TDS. Now he did add or increase his Google position by 486% but it was a small position to start with. Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX. Amazon is the number two position but that got trimmed by 10%. Up next here we have David Einhorn from Greenlight Capital. Also a lot of names in the portfolio 46 stocks. The number one position he…

    Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management

    Aller

    Contexte extrait par IA Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.

25. 25 ARES NYSE ACHETER -4,93%
    Entrée $141,34 17 août 2026

    Actuel $134,37 09 sept 2026

    Résultat −$6,97

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

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    Contexte de la transcription source

    …r Bros. Discovery. It's very interesting that he has this right now in Q2 but okay. 11.6% then Amazon 9.1 Google 8% then we have CRH and TDS. Now he did add or increase his Google position by 486% but it was a small position to start with. Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX. Amazon is the number two position but that got trimmed by 10%. Up next here we have David Einhorn from Greenlight Capital. Also a lot of names in the portfolio 46 stocks. The number one position he…

    Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management

    Aller

    Contexte extrait par IA Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.

26. 26 FBIN NYSE ACHETER -12,52%
    Entrée $46,55 17 août 2026

    Actuel $40,72 09 sept 2026

    Résultat −$5,83

    vs. indice −11,2% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …ompany. Number three is a bit more famous, I would say, is the Canadian National Railway. That's $106 billion. That's company number three here at 4.67%. Now, 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. I I do wonder why they add Warner Bros. Discovery in Q2. Very interesting. They did cut Centene that position by 40%, Versant Media by 37%, and Synne…

    It's Future Brands Innovations

    Aller

    Contexte extrait par IA 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.

27. 27 PRMB NYSE ACHETER -14,48%
    Entrée $24,38 17 août 2026

    Actuel $20,85 09 sept 2026

    Résultat −$3,53

    vs. indice −13,1% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …I would say, is the Canadian National Railway. That's $106 billion. That's company number three here at 4.67%. Now, 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. I I do wonder why they add Warner Bros. Discovery in Q2. Very interesting. They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder co…

    Primo Brands

    Aller

    Contexte extrait par IA 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.

28. 28 PYPL NASDAQ ACHETER -13,73%
    Entrée $60,47 17 août 2026

    Actuel $52,17 09 sept 2026

    Résultat −$8,30

    vs. indice −12,4% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …s the Canadian National Railway. That's $106 billion. That's company number three here at 4.67%. Now, 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. I I do wonder why they add Warner Bros. Discovery in Q2. Very interesting. They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder company. A…

    PayPal

    Aller

    Contexte extrait par IA 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.

29. 29 WBD NASDAQ ACHETER -0,07%
    Entrée $27,93 17 août 2026

    Actuel $27,91 09 sept 2026

    Résultat −$0,02

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

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    Contexte de la transcription source

    …nadian National Railway. That's $106 billion. That's company number three here at 4.67%. Now, 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. I I do wonder why they add Warner Bros. Discovery in Q2. Very interesting. They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder company. And this is a company that has…

    Warner Bros. Discovery here

    Aller

    Contexte extrait par IA 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.

30. 30 PVH NYSE ACHETER -12,37%
    Entrée $78,18 17 août 2026

    Actuel $68,51 09 sept 2026

    Résultat −$9,67

    vs. indice −11,0% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …illion. That's company number three here at 4.67%. Now, 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. I I do wonder why they add Warner Bros. Discovery in Q2. Very interesting. They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder company. And this is a company that has actually done…

    PVH

    Aller

    Contexte extrait par IA 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.

31. 31 CMCSA NASDAQ ACHETER -1,56%
    Entrée $25,57 17 août 2026

    Actuel $25,17 10 sept 2026

    Résultat −$0,40

    vs. indice −0,2% SPY −1,3% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …n. That's company number three here at 4.67%. Now, 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. I I do wonder why they add Warner Bros. Discovery in Q2. Very interesting. They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder company. And this is a company that has actually done quite well. …

    and Comcast

    Aller

    Contexte extrait par IA 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.

32. 32 CNC NYSE VENDRE +0,54%
    Entrée $64,41 17 août 2026

    Actuel $64,06 09 sept 2026

    Résultat +$0,35

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

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …lio, 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. I I do wonder why they add Warner Bros. Discovery in Q2. Very interesting. They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder company. And this is a company that has actually done quite well. It's up 172% over the past 5 years. 2.4% over the past 12 months. Year-to-date, it's up 11.4%. Trading PE 10.6 times. …

    They did cut Centene that position by 40%

    Aller

    Contexte extrait par IA They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder company.

33. 33 SNX NYSE VENDRE +2,14%
    Entrée $263,88 17 août 2026

    Actuel $258,23 09 sept 2026

    Résultat +$5,65

    vs. indice +3,5% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …novations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here, as well, PVH, and Comcast. I I do wonder why they add Warner Bros. Discovery in Q2. Very interesting. They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder company. And this is a company that has actually done quite well. It's up 172% over the past 5 years. 2.4% over the past 12 months. Year-to-date, it's up 11.4%. Trading PE 10.6 times. Forward 1.4. Margin-wise for this typ…

    and Synnex by

    Aller

    Contexte extrait par IA They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder company.

34. 34 SE NYSE ACHETER -8,99%
    Entrée $119,45 17 août 2026

    Actuel $108,71 09 sept 2026

    Résultat −$10,74

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

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    Contexte de la transcription source

    …okfield for couple of years now. 51 stocks held, so basically an ETF. Coloplast A/S, which is the Danish company, is still the number one position here at 13.87%. Expand Energy is the number two here at 12.64%. He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery uh Partners. As for Terry Smith, Fundsmith, a portfolio that has been underperforming for a long period of time. 41 stocks held. You can c…

    Sea Limited is one

    Aller

    Contexte extrait par IA He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.

35. 35 MMYT NASDAQ ACHETER -17,82%
    Entrée $59,70 17 août 2026

    Actuel $49,06 09 sept 2026

    Résultat −$10,64

    vs. indice −16,5% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …f years now. 51 stocks held, so basically an ETF. Coloplast A/S, which is the Danish company, is still the number one position here at 13.87%. Expand Energy is the number two here at 12.64%. He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery uh Partners. As for Terry Smith, Fundsmith, a portfolio that has been underperforming for a long period of time. 41 stocks held. You can clearly see that there was b…

    MakeMyTrip is another one

    Aller

    Contexte extrait par IA He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.

36. 36 MATW NASDAQ ACHETER -11,22%
    Entrée $23,00 17 août 2026

    Actuel $20,42 09 sept 2026

    Résultat −$2,58

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

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    Contexte de la transcription source

    …, so basically an ETF. Coloplast A/S, which is the Danish company, is still the number one position here at 13.87%. Expand Energy is the number two here at 12.64%. He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery uh Partners. As for Terry Smith, Fundsmith, a portfolio that has been underperforming for a long period of time. 41 stocks held. You can clearly see that there was broad trimming across uh …

    Matthews International

    Aller

    Contexte extrait par IA He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.

37. 37 QMCO NASDAQ ACHETER -2,73%
    Entrée $24,92 17 août 2026

    Actuel $24,24 09 sept 2026

    Résultat −$0,68

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

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    Contexte de la transcription source

    …oloplast A/S, which is the Danish company, is still the number one position here at 13.87%. Expand Energy is the number two here at 12.64%. He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery uh Partners. As for Terry Smith, Fundsmith, a portfolio that has been underperforming for a long period of time. 41 stocks held. You can clearly see that there was broad trimming across uh the board. Alp…

    Quantum Corp

    Aller

    Contexte extrait par IA He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.

38. 38 SGRY NASDAQ ACHETER -1,67%
    Entrée $14,36 17 août 2026

    Actuel $14,12 09 sept 2026

    Résultat −$0,24

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

    Citer cette recommandation · Voir la vidéo source * † ‡

    and Surgery Partners

    Aller

    Contexte extrait par IA He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.

39. 39 FTNT NASDAQ VENDRE -0,88%
    Entrée $155,85 17 août 2026

    Actuel $157,22 09 sept 2026

    Résultat −$1,37

    vs. indice +0,5% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …ddition, and Surgery uh Partners. As for Terry Smith, Fundsmith, a portfolio that has been underperforming for a long period of time. 41 stocks held. You can clearly see that there was broad trimming across uh the board. Alphabet down 40%, Fortinet 41, Philip Morris 43, Texas Instruments down 31%, Idexx down 30, ADP 33%, and Meta also a cut of 20%. His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX…

    Fortinet 41

    Aller

    Contexte extrait par IA 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.

40. 40 PM NYSE VENDRE +1,08%
    Entrée $184,52 17 août 2026

    Actuel $182,53 04 sept 2026

    Résultat +$1,99

    vs. indice +2,4% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …Surgery uh Partners. As for Terry Smith, Fundsmith, a portfolio that has been underperforming for a long period of time. 41 stocks held. You can clearly see that there was broad trimming across uh the board. Alphabet down 40%, Fortinet 41, Philip Morris 43, Texas Instruments down 31%, Idexx down 30, ADP 33%, and Meta also a cut of 20%. 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…

    Philip Morris 43

    Aller

    Contexte extrait par IA 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.

41. 41 ADP NASDAQ VENDRE +0,32%
    Entrée $266,06 17 août 2026

    Actuel $265,22 09 sept 2026

    Résultat +$0,84

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

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    Contexte de la transcription source

    …io that has been underperforming for a long period of time. 41 stocks held. You can clearly see that there was broad trimming across uh the board. Alphabet down 40%, Fortinet 41, Philip Morris 43, Texas Instruments down 31%, Idexx down 30, ADP 33%, and Meta also a cut of 20%. 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 …

    ADP 33%

    Aller

    Contexte extrait par IA 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.

42. 42 META NASDAQ VENDRE -13,25%
    Entrée $568,97 17 août 2026

    Actuel $644,38 10 sept 2026

    Résultat −$75,41

    vs. indice −11,9% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …een underperforming for a long period of time. 41 stocks held. You can clearly see that there was broad trimming across uh the board. Alphabet down 40%, Fortinet 41, Philip Morris 43, Texas Instruments down 31%, Idexx down 30, ADP 33%, and Meta also a cut of 20%. 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 hi…

    Meta also a cut of 20%

    Aller

    Contexte extrait par IA 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.

43. 43 UBER NYSE ACHETER -3,24%
    Entrée $74,99 17 août 2026

    Actuel $72,56 10 sept 2026

    Résultat −$2,43

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

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    Contexte de la transcription source

    …trimming across uh the board. Alphabet down 40%, Fortinet 41, Philip Morris 43, Texas Instruments down 31%, Idexx down 30, ADP 33%, and Meta also a cut of 20%. 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. Moving on to the last couple of names here, Chris Hohn and Chuck Akre. Ch…

    includes of course Uber

    Aller

    Contexte extrait par IA 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.

44. 44 MA NYSE ACHETER +0,55%
    Entrée $562,26 17 août 2026

    Actuel $565,37 10 sept 2026

    Résultat +$3,11

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

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    Mastercard

    Aller

    Contexte extrait par IA 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.

45. 45 GEV NYSE ACHETER -14,37%
    Entrée $1 079,00 17 août 2026

    Actuel $923,91 10 sept 2026

    Résultat −$155,09

    vs. indice −13,0% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …t down 40%, Fortinet 41, Philip Morris 43, Texas Instruments down 31%, Idexx down 30, ADP 33%, and Meta also a cut of 20%. 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. Moving on to the last couple of names here, Chris Hohn and Chuck Akre. Chris Hohn, 11 stocks in t…

    GE Vernova

    Aller

    Contexte extrait par IA 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.

46. 46 APP NASDAQ ACHETER -2,22%
    Entrée $311,98 17 août 2026

    Actuel $305,06 09 sept 2026

    Résultat −$6,92

    vs. indice −0,9% SPY −1,3% sur la même période

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    AppLovin

    Aller

    Contexte extrait par IA 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.

47. 47 TJX NYSE ACHETER -16,19%
    Entrée $150,85 17 août 2026

    Actuel $126,42 10 sept 2026

    Résultat −$24,43

    vs. indice −14,9% SPY −1,3% sur la même période

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    Contexte de la transcription source

    … 41, Philip Morris 43, Texas Instruments down 31%, Idexx down 30, ADP 33%, and Meta also a cut of 20%. 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. Moving on to the last couple of names here, Chris Hohn and Chuck Akre. Chris Hohn, 11 stocks in the portfolio,…

    TJX

    Aller

    Contexte extrait par IA 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.

48. 48 YUM NYSE ACHETER +0,01%
    Entrée $145,14 17 août 2026

    Actuel $145,16 09 sept 2026

    Résultat +$0,02

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

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    Contexte de la transcription source

    …own 31%, Idexx down 30, ADP 33%, and Meta also a cut of 20%. 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. Moving on to the last couple of names here, Chris Hohn and Chuck Akre. Chris Hohn, 11 stocks in the portfolio, top positions are GE 33.5%, so quite a concentrat…

    Yum! Brands

    Aller

    Contexte extrait par IA 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.

49. 49 FICO NYSE ACHETER -7,63%
    Entrée $1 064,41 17 août 2026

    Actuel $983,19 09 sept 2026

    Résultat −$81,22

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

    Citer cette recommandation · Voir la vidéo source * † ‡

    FICO

    Aller

    Contexte extrait par IA 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.

50. 50 CP NYSE VENDRE +4,10%
    Entrée $93,92 17 août 2026

    Actuel $90,07 09 sept 2026

    Résultat +$3,85

    vs. indice +5,4% SPY −1,3% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    … couple of names here, Chris Hohn and Chuck Akre. Chris Hohn, 11 stocks in the portfolio, top positions are GE 33.5%, so quite a concentrated one. Visa at close to 20%, Moody's 12.3, and S&P Global at 10.87%. Did increase Google by 12% and did trim Canadian Pacific Kansas City by 3% and Canadian National Railway by 4%. As for Chuck Eker, top position here by far, 20% MasterCard, Moody's 10.2, Brookfield 10.1, KKR close to 9%. Looking at Francois Rochon, 51 stocks here, number one position Google 7.1%, then we have Met…

    did trim Canadian Pacific Kansas City by 3%

    Aller

    Contexte extrait par IA Did increase Google by 12% and did trim Canadian Pacific Kansas City by 3% and Canadian National Railway by 4%.

51. 51 CNI NYSE VENDRE +3,75%
    Entrée $126,59 17 août 2026

    Actuel $121,84 09 sept 2026

    Résultat +$4,75

    vs. indice +5,1% SPY −1,3% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …. Chris Hohn, 11 stocks in the portfolio, top positions are GE 33.5%, so quite a concentrated one. Visa at close to 20%, Moody's 12.3, and S&P Global at 10.87%. Did increase Google by 12% and did trim Canadian Pacific Kansas City by 3% and Canadian National Railway by 4%. As for Chuck Eker, top position here by far, 20% MasterCard, Moody's 10.2, Brookfield 10.1, KKR close to 9%. Looking at Francois Rochon, 51 stocks here, number one position Google 7.1%, then we have Meta at 5.74%. But number two at 6.38% …

    Canadian National Railway by 4%

    Aller

    Contexte extrait par IA Did increase Google by 12% and did trim Canadian Pacific Kansas City by 3% and Canadian National Railway by 4%.

52. 52 PDD NASDAQ ACHETER -9,58%
    Entrée $86,94 17 août 2026

    Actuel $78,61 09 sept 2026

    Résultat −$8,33

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

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …course Charles Schwab. Looking at Li Lu from Himalaya Capital Management, only eight names. Google number one position almost half of the portfolio. PDD, sorry, Pinduoduo 12.17%, Berkshire close to 15%, and then East West Bancorp at 9.68%. He did add 134% to Pinduoduo and 23% to Berkshire Hathaway. Pat Dorsey and then we have Dev Kantesaria at Valley Forge. He did reduce, although many people have told me these are just outflows. Top holdings are still FICO, S&P Global, Moody's, and MasterCard. Pat Dors…

    He did add 134% to Pinduoduo

    Aller

    Contexte extrait par IA He did add 134% to Pinduoduo and 23% to Berkshire Hathaway.

53. 53 BRK.B NYSE ACHETER
    Entrée — 17 août 2026

    Actuel $506,72 09 sept 2026

    Résultat —

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

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    … Li Lu from Himalaya Capital Management, only eight names. Google number one position almost half of the portfolio. PDD, sorry, Pinduoduo 12.17%, Berkshire close to 15%, and then East West Bancorp at 9.68%. He did add 134% to Pinduoduo and 23% to Berkshire Hathaway. Pat Dorsey and then we have Dev Kantesaria at Valley Forge. He did reduce, although many people have told me these are just outflows. Top holdings are still FICO, S&P Global, Moody's, and MasterCard. Pat Dorsey number one position is SML …

    23% to Berkshire Hathaway

    Aller

    Contexte extrait par IA He did add 134% to Pinduoduo and 23% to Berkshire Hathaway.

54. 54 TXN NASDAQ VENDRE +7,54%
    Entrée $282,91 17 août 2026

    Actuel $261,59 09 sept 2026

    Résultat +$21,32

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

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …s. As for Terry Smith, Fundsmith, a portfolio that has been underperforming for a long period of time. 41 stocks held. You can clearly see that there was broad trimming across uh the board. Alphabet down 40%, Fortinet 41, Philip Morris 43, Texas Instruments down 31%, Idexx down 30, ADP 33%, and Meta also a cut of 20%. 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! Br…

    Texas Instruments down 31%

    Aller

    Contexte extrait par IA 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.

55. 55 IDXX NASDAQ VENDRE +5,67%
    Entrée $546,09 17 août 2026

    Actuel $515,15 09 sept 2026

    Résultat +$30,94

    vs. indice +7,0% SPY −1,3% sur la même période

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    Contexte de la transcription source

    …mith, a portfolio that has been underperforming for a long period of time. 41 stocks held. You can clearly see that there was broad trimming across uh the board. Alphabet down 40%, Fortinet 41, Philip Morris 43, Texas Instruments down 31%, Idexx down 30, ADP 33%, and Meta also a cut of 20%. 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 FI…

    Idexx down 30

    Aller

    Contexte extrait par IA 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.