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Super Investors Are Quietly Loading Up On These Stocks!🚨

Super Investors Are Quietly Loading Up On These Stocks!🚨

Stas Talks Stocks
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Chamadas
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Recomendações

Entrada é o preço de fechamento do ativo na data de publicação. Atual é o último fechamento registrado.

  1. 01 JBL NYSE VENDER +0,00%
    Entrada $363,10 14 ago 2026
    Atual $363,10 14 ago 2026
    Resultado +$0,00

    They closed out JBL

    Contexto They closed out JBL, uh, Twilio.

  2. 02 TWLO NYSE VENDER +0,00%
    Entrada $238,20 14 ago 2026
    Atual $238,20 14 ago 2026
    Resultado +$0,00

    Twilio

    Contexto They closed out JBL, uh, Twilio.

  3. 03 MELI NASDAQ VENDER +0,00%
    Entrada $1.844,58 14 ago 2026
    Atual $1.844,58 14 ago 2026
    Resultado +$0,00

    Mercado Libre, they canned that one.

  4. 04 LITE NASDAQ VENDER +0,00%
    Entrada $926,14 14 ago 2026
    Atual $926,14 14 ago 2026
    Resultado +$0,00

    they sold out of Lumentum

    Contexto they sold out of Lumentum.

  5. 05 HUM NYSE VENDER +0,00%
    Entrada $389,05 14 ago 2026
    Atual $389,05 14 ago 2026
    Resultado +$0,00

    they sold out of Humana

    Contexto ALM, they sold out of Humana.

  6. 06 COHR NYSE VENDER +0,00%
    Entrada $325,83 14 ago 2026
    Atual $325,83 14 ago 2026
    Resultado +$0,00

    Coherent

    Contexto Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays.

  7. 07 ROKU NASDAQ VENDER +0,00%
    Entrada $157,68 14 ago 2026
    Atual $157,68 14 ago 2026
    Resultado +$0,00

    Roku

    Contexto They reduced Sandisk. We can see here Roku, a couple other names.

  8. 08 ARM NASDAQ VENDER +0,00%
    Entrada $279,44 14 ago 2026
    Atual $279,44 14 ago 2026
    Resultado +$0,00

    Arm Holdings

    Contexto Arm Holdings YPF um TBBB, Roku, Teva.

  9. 09 YPF NYSE VENDER +0,00%
    Entrada $50,05 14 ago 2026
    Atual $50,05 14 ago 2026
    Resultado +$0,00

    YPF

    Contexto Arm Holdings YPF um TBBB, Roku, Teva.

  10. 10 TEVA NYSE VENDER +0,00%
    Entrada $36,77 14 ago 2026
    Atual $36,77 14 ago 2026
    Resultado +$0,00

    Teva

    Contexto Arm Holdings YPF um TBBB, Roku, Teva.

  11. 11 DHI NYSE COMPRAR +0,00%
    Entrada $148,81 14 ago 2026
    Atual $148,81 14 ago 2026
    Resultado +$0,00

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

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

  12. 12 STZ NYSE VENDER +0,00%
    Entrada $139,18 14 ago 2026
    Atual $139,18 14 ago 2026
    Resultado +$0,00

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

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

  13. 13 NYT NYSE COMPRAR +0,00%
    Entrada $64,79 14 ago 2026
    Atual $64,79 14 ago 2026
    Resultado +$0,00

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

  14. 14 M NYSE COMPRAR +0,00%
    Entrada $23,41 14 ago 2026
    Atual $23,41 14 ago 2026
    Resultado +$0,00

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

  15. 15 DAL NYSE COMPRAR +0,00%
    Entrada $89,35 14 ago 2026
    Atual $89,35 14 ago 2026
    Resultado +$0,00

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

  16. 16 LEN NYSE COMPRAR +0,00%
    Entrada $86,83 14 ago 2026
    Atual $86,83 14 ago 2026
    Resultado +$0,00

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

  17. 17 NFLX NASDAQ COMPRAR +0,00%
    Entrada $78,16 14 ago 2026
    Atual $78,16 14 ago 2026
    Resultado +$0,00

    They added back into Netflix

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

  18. 18 V NYSE COMPRAR +0,00%
    Entrada $364,15 14 ago 2026
    Atual $364,15 14 ago 2026
    Resultado +$0,00

    He added to uh Visa

    Contexto He added to Netflix. He added to uh Visa, a couple other names.

  19. 19 META NASDAQ COMPRAR +0,00%
    Entrada $589,85 14 ago 2026
    Atual $589,85 14 ago 2026
    Resultado +$0,00

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

  20. 20 SPGI NYSE COMPRAR +0,00%
    Entrada $418,80 14 ago 2026
    Atual $418,80 14 ago 2026
    Resultado +$0,00

    S&P Global is one that he started adding

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

  21. 21 MU NASDAQ VENDER +0,00%
    Entrada $971,66 14 ago 2026
    Atual $971,66 14 ago 2026
    Resultado +$0,00

    he actually sold about 41% of his Micron stake

    Contexto 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

  22. 22 BABA NYSE VENDER +0,00%
    Entrada $123,74 14 ago 2026
    Atual $123,74 14 ago 2026
    Resultado +$0,00

    They also reduced Alibaba

    Contexto They also reduced Alibaba AMD Qualcomm um WHR excuse me guys

  23. 23 AMD NASDAQ VENDER +0,00%
    Entrada $514,39 14 ago 2026
    Atual $514,39 14 ago 2026
    Resultado +$0,00

    They also reduced Alibaba AMD Qualcomm um WHR

    Contexto They also reduced Alibaba AMD Qualcomm um WHR excuse me guys

  24. 24 QCOM NASDAQ VENDER +0,00%
    Entrada $165,79 14 ago 2026
    Atual $165,79 14 ago 2026
    Resultado +$0,00

    They also reduced Alibaba AMD Qualcomm um WHR

    Contexto They also reduced Alibaba AMD Qualcomm um WHR excuse me guys

  25. 25 WHR NYSE VENDER +0,00%
    Entrada $41,37 14 ago 2026
    Atual $41,37 14 ago 2026
    Resultado +$0,00

    They also reduced Alibaba AMD Qualcomm um WHR

    Contexto They also reduced Alibaba AMD Qualcomm um WHR excuse me guys

  26. 26 TSM NYSE COMPRAR +0,00%
    Entrada $426,35 14 ago 2026
    Atual $426,35 14 ago 2026
    Resultado +$0,00

    they added to Amazon Taiwan Semiconductor

    Contexto they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG Baidu ASML some other names

  27. 27 UBER NYSE COMPRAR +0,00%
    Entrada $75,95 14 ago 2026
    Atual $75,95 14 ago 2026
    Resultado +$0,00

    they added to Amazon Taiwan Semiconductor Alphabet Uber

    Contexto they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG Baidu ASML some other names

  28. 28 META NASDAQ COMPRAR +0,00%
    Entrada $589,85 14 ago 2026
    Atual $589,85 14 ago 2026
    Resultado +$0,00

    they added to Amazon Taiwan Semiconductor Alphabet Uber Meta

    Contexto they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG Baidu ASML some other names

  29. 29 VST NYSE COMPRAR +0,00%
    Entrada $148,13 14 ago 2026
    Atual $148,13 14 ago 2026
    Resultado +$0,00

    they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST

    Contexto they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG Baidu ASML some other names

  30. 30 NRG NYSE COMPRAR +0,00%
    Entrada $126,24 14 ago 2026
    Atual $126,24 14 ago 2026
    Resultado +$0,00

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

    Contexto they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG Baidu ASML some other names

  31. 31 BIDU NASDAQ COMPRAR +0,00%
    Entrada $103,67 14 ago 2026
    Atual $103,67 14 ago 2026
    Resultado +$0,00

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

    Contexto they added to Amazon Taiwan Semiconductor Alphabet Uber Meta VST Nvidia NRG Baidu ASML some other names

  32. 32 GLW NYSE VENDER +0,00%
    Entrada $165,91 14 ago 2026
    Atual $165,91 14 ago 2026
    Resultado +$0,00

    they actually closed out Corning

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

  33. 33 SNDK NASDAQ VENDER +0,00%
    Entrada $1.641,11 14 ago 2026
    Atual $1.641,11 14 ago 2026
    Resultado +$0,00

    they closed out Sandisk

    Contexto they closed out Sandisk United Health Group Microsoft Lyft um you know ticker DB jd.com

  34. 34 UNH NYSE VENDER +0,00%
    Entrada $401,73 14 ago 2026
    Atual $401,73 14 ago 2026
    Resultado +$0,00

    United Health Group

    Contexto they closed out Sandisk United Health Group Microsoft Lyft um you know ticker DB jd.com

  35. 35 MSFT NASDAQ VENDER +0,00%
    Entrada $495,40 14 ago 2026
    Atual $495,40 14 ago 2026
    Resultado +$0,00

    Microsoft

    Contexto they closed out Sandisk United Health Group Microsoft Lyft um you know ticker DB jd.com

  36. 36 LYFT NASDAQ VENDER +0,00%
    Entrada $17,48 14 ago 2026
    Atual $17,48 14 ago 2026
    Resultado +$0,00

    Lyft

    Contexto they closed out Sandisk United Health Group Microsoft Lyft um you know ticker DB jd.com

  37. 37 DB NYSE VENDER +0,00%
    Entrada $38,56 14 ago 2026
    Atual $38,56 14 ago 2026
    Resultado +$0,00

    ticker DB

    Contexto they closed out Sandisk United Health Group Microsoft Lyft um you know ticker DB jd.com

  38. 38 JD NASDAQ VENDER +0,00%
    Entrada $29,06 14 ago 2026
    Atual $29,06 14 ago 2026
    Resultado +$0,00

    jd.com

    Contexto they closed out Sandisk United Health Group Microsoft Lyft um you know ticker DB jd.com

  39. 39 JBL NYSE VENDER +0,00%
    Entrada $363,10 14 ago 2026
    Atual $363,10 14 ago 2026
    Resultado +$0,00

    They closed out JBL

    Contexto They closed out JBL, uh, Twilio.

  40. 40 TWLO NYSE VENDER +0,00%
    Entrada $238,20 14 ago 2026
    Atual $238,20 14 ago 2026
    Resultado +$0,00

    Twilio

    Contexto They closed out JBL, uh, Twilio.

  41. 41 MELI NASDAQ VENDER +0,00%
    Entrada $1.844,58 14 ago 2026
    Atual $1.844,58 14 ago 2026
    Resultado +$0,00

    Mercado Libre, they canned that one.

  42. 42 LITE NASDAQ VENDER +0,00%
    Entrada $926,14 14 ago 2026
    Atual $926,14 14 ago 2026
    Resultado +$0,00

    they sold out of Lumentum

    Contexto they sold out of Lumentum. ALM, they sold out of Humana.

  43. 43 HUM NYSE VENDER +0,00%
    Entrada $389,05 14 ago 2026
    Atual $389,05 14 ago 2026
    Resultado +$0,00

    they sold out of Humana

    Contexto they sold out of Lumentum. ALM, they sold out of Humana.

  44. 44 COHR NYSE VENDER +0,00%
    Entrada $325,83 14 ago 2026
    Atual $325,83 14 ago 2026
    Resultado +$0,00

    Coherent

    Contexto Coherent, so looks like uh, Druckenmiller's getting out of some of these photonics plays.

  45. 45 TSM NYSE COMPRAR +0,00%
    Entrada $426,35 14 ago 2026
    Atual $426,35 14 ago 2026
    Resultado +$0,00

    They added to Taiwan Semiconductor

    Contexto they added to if I come up here, guys. Give me a second. They added to Taiwan Semiconductor, Amazon.

  46. 46 AAP NYSE VENDER +0,00%
    Entrada $56,55 14 ago 2026
    Atual $56,55 14 ago 2026
    Resultado +$0,00

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

    Contexto 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.

  47. 47 BA NYSE COMPRAR +0,00%
    Entrada $231,67 14 ago 2026
    Atual $231,67 14 ago 2026
    Resultado +$0,00

    they added 800,000 shares of Boeing

    Contexto looks like they added 800,000 shares of Boeing, 7 and 1/2 million shares of American Airlines.

  48. 48 AAL NASDAQ COMPRAR +0,00%
    Entrada $14,83 14 ago 2026
    Atual $14,83 14 ago 2026
    Resultado +$0,00

    7 and 1/2 million shares of American Airlines

    Contexto looks like they added 800,000 shares of Boeing, 7 and 1/2 million shares of American Airlines.

  49. 49 CRWV NASDAQ COMPRAR +0,00%
    Entrada $105,26 14 ago 2026
    Atual $105,26 14 ago 2026
    Resultado +$0,00

    They added a million shares of Core Weave

    Contexto They added a million shares of Core Weave...

  50. 50 GT NASDAQ COMPRAR +0,00%
    Entrada $6,11 14 ago 2026
    Atual $6,11 14 ago 2026
    Resultado +$0,00

    they added 1.5 million shares of Goodyear Tire and Rubber

    Contexto they added 1.5 million shares of Goodyear Tire and Rubber.

  51. 51 ES NYSE COMPRAR +0,00%
    Entrada $72,36 14 ago 2026
    Atual $72,36 14 ago 2026
    Resultado +$0,00

    ES, which is Eversource Energy

    Contexto The new positions include ES, which is Eversource Energy...

  52. 52 APP NASDAQ COMPRAR +0,00%
    Entrada $315,44 14 ago 2026
    Atual $315,44 14 ago 2026
    Resultado +$0,00

    AppLovin

    Contexto The new positions include ES, which is Eversource Energy, AppLovin, ED, which is Consolidated Edison...

  53. 53 ED NYSE COMPRAR +0,00%
    Entrada $108,80 14 ago 2026
    Atual $108,80 14 ago 2026
    Resultado +$0,00

    ED, which is Consolidated Edison

    Contexto The new positions include ES, which is Eversource Energy, AppLovin, ED, which is Consolidated Edison, and I ServiceNow.

  54. 54 NOW NYSE COMPRAR +0,00%
    Entrada $124,00 14 ago 2026
    Atual $124,00 14 ago 2026
    Resultado +$0,00

    ServiceNow

    Contexto The new positions include ES, which is Eversource Energy, AppLovin, ED, which is Consolidated Edison, and I ServiceNow.

  55. 55 DUK NYSE COMPRAR +0,00%
    Entrada $123,92 14 ago 2026
    Atual $123,92 14 ago 2026
    Resultado +$0,00

    We have Duke Energy

    Contexto We have Duke Energy, APA, which is APA Corporation, XOM Energy.

  56. 56 APA NASDAQ COMPRAR +0,00%
    Entrada $40,47 14 ago 2026
    Atual $40,47 14 ago 2026
    Resultado +$0,00

    APA, which is APA Corporation

    Contexto We have Duke Energy, APA, which is APA Corporation, XOM Energy.

  57. 57 XOM NYSE COMPRAR +0,01%
    Entrada $160,09 14 ago 2026
    Atual $160,10 14 ago 2026
    Resultado +$0,01

    XOM Energy

    Contexto We have Duke Energy, APA, which is APA Corporation, XOM Energy.

  58. 58 NEM NYSE COMPRAR +0,00%
    Entrada $117,76 14 ago 2026
    Atual $117,76 14 ago 2026
    Resultado +$0,00

    They added NEM

    Contexto They added NEM.

  59. 59 MO NYSE COMPRAR +0,00%
    Entrada $65,70 14 ago 2026
    Atual $65,70 14 ago 2026
    Resultado +$0,00

    They added to MO

    Contexto They added to MO, Moody's, VST.

  60. 60 VST NYSE COMPRAR +0,00%
    Entrada $148,13 14 ago 2026
    Atual $148,13 14 ago 2026
    Resultado +$0,00

    VST

    Contexto They added to MO, Moody's, VST.

  61. 61 LRCX NASDAQ VENDER +0,00%
    Entrada $332,36 14 ago 2026
    Atual $332,36 14 ago 2026
    Resultado +$0,00

    40% of Lam Research

    Contexto They sold 53% of Amazon, 33% of Google, 40% of Lam Research...

  62. 62 AMD NASDAQ VENDER +0,00%
    Entrada $514,39 14 ago 2026
    Atual $514,39 14 ago 2026
    Resultado +$0,00

    60% of their AMD stake

    Contexto They sold 53% of Amazon, 33% of Google, 40% of Lam Research, 60% of their AMD stake.

  63. 63 AMAT NASDAQ VENDER +0,00%
    Entrada $507,18 14 ago 2026
    Atual $507,18 14 ago 2026
    Resultado +$0,00

    Bridgewater sold 50% of their Applied materials

    Contexto Bridgewater sold 50% of their Applied materials...

  64. 64 GEV NYSE VENDER +0,00%
    Entrada $1.063,25 14 ago 2026
    Atual $1.063,25 14 ago 2026
    Resultado +$0,00

    They sold 71% of their GE Vernova stake

    Contexto They sold 71% of their GE Vernova stake;

  65. 65 MU NASDAQ VENDER +0,00%
    Entrada $971,66 14 ago 2026
    Atual $971,66 14 ago 2026
    Resultado +$0,00

    They sold 92% of their Micron

    Contexto They sold 92% of their Micron;

  66. 66 MSFT NASDAQ VENDER +0,00%
    Entrada $495,40 14 ago 2026
    Atual $495,40 14 ago 2026
    Resultado +$0,00

    they reduced Microsoft by 35%

  67. 67 ORCL NYSE VENDER +0,00%
    Entrada $150,32 14 ago 2026
    Atual $150,32 14 ago 2026
    Resultado +$0,00

    Oracle by 10%

  68. 68 KLAC NASDAQ VENDER +0,00%
    Entrada $203,72 14 ago 2026
    Atual $203,72 14 ago 2026
    Resultado +$0,00

    a 70% reduction in Klac

    Contexto a 70% reduction in Klac, uh which is, you know, KLA Corp

  69. 69 AAPL NASDAQ VENDER +0,00%
    Entrada $305,93 14 ago 2026
    Atual $305,93 14 ago 2026
    Resultado +$0,00

    35% reduction in Apple

  70. 70 CLS NYSE VENDER +0,00%
    Entrada $335,05 14 ago 2026
    Atual $335,05 14 ago 2026
    Resultado +$0,00

    37% in CLS

  71. 71 ADM NYSE VENDER +0,00%
    Entrada $80,45 14 ago 2026
    Atual $80,45 14 ago 2026
    Resultado +$0,00

    ADM

    Contexto they sold out of completely. I mean look ADM AAOI ALGM, a bunch of those different stocks.

  72. 72 AAOI NASDAQ VENDER +0,00%
    Entrada $150,28 14 ago 2026
    Atual $150,28 14 ago 2026
    Resultado +$0,00

    AAOI

    Contexto they sold out of completely. I mean look ADM AAOI ALGM, a bunch of those different stocks.

  73. 73 ALGM NASDAQ VENDER +0,00%
    Entrada $44,39 14 ago 2026
    Atual $44,39 14 ago 2026
    Resultado +$0,00

    ALGM

    Contexto they sold out of completely. I mean look ADM AAOI ALGM, a bunch of those different stocks.

  74. 74 AAP NYSE VENDER +0,00%
    Entrada $56,55 14 ago 2026
    Atual $56,55 14 ago 2026
    Resultado +$0,00

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

    Contexto 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.

  75. 75 DB NYSE VENDER +0,00%
    Entrada $38,56 14 ago 2026
    Atual $38,56 14 ago 2026
    Resultado +$0,00

    ticker DB

    Contexto they closed out Sandisk United Health Group Microsoft Lyft um you know ticker DB jd.com

Transcrição Completa
I absolutely love it when the 13 F's come out guys and we get to see what these super investors, what stocks they're buying, what they're selling, what their top holdings are. And guess what? That's exactly what we're going to talk about today. We're going to talk about Berkshire and Buffett, Ray Dalio, Bill Ackman, David Tepper, a couple of other ones. So guys, let's dive into it. Hit the like button, make sure to subscribe, and follow along for more content. And of course, take a sip of your coffee. Cheers guys, I appreciate you all for tuning in. And by the way, uh today was not the best day for the market, which we're not going to talk too much about uh because I really want to focus on these super investors. But we did have a red day pretty much across the board except for the Russell, which we'll talk about in a future video. But for now, let's dive into what these super investors are buying, what stocks they're holding, selling, you know, what they're adding to, what they're reducing. Let's dive right into it, guys. Bear with me. I'm going to pull this up right here and we'll start off with Warren Buffett, Berkshire Hathaway. And I get it, Warren Buffett technically retired, right? But he still has some sort of input in you know, in what Berkshire's doing. And if you guys take a look here, their top holdings are pretty much the same. We have Apple, American Express, Coca-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 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 this, guys. They are increasing their Alphabet 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 9% of the portfolio or you know, of Berkshire. Um let me see here, guys. How much does it make up? If I go to the holdings page, ba ba ba, maybe I have to change my uh filters here. Let's see. Percentage of portfolio, let's add all this stuff, actually. Um so, we can see what is going on here. So, we can see um now Google, the class A shares, those are ba ba ba, about 9.4% of Berkshire Hathaway, guys. Unfreaking believable. Let me see if I can um show you guys what uh we're we're seeing here with Druckenmiller at Duquesne. We can see they're making a lot of moves. Let me actually refresh this. Uh, give me a second here, guys. Let's go here. Zoom in a little bit. So, we can see they added um, a good amount of stock. We can see some reduction here in TP uh, BBB, YPF. Some of these stocks I don't even uh, know. I mean, YPF looks like it's an ADR. So, let's see what new positions they added. I mean, dang. They added a lot of new positions here, guys. So, Duquesne might have a lot of turnover. You know, there's they're active. They're selling this. They're buying that. So, we have a uh, a lot of 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 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 assuming um, they were in the Amazon calls heading into earnings. 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. 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 see a lot of positions um that he he's adding, you know. I'm pretty sure he added more on top of Netflix. He added more Visa. Let me see if I can find. For 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 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% 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 filters apply 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 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 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 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 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 two. Those are the top two by far and away. We then have Taiwan Semi, uh Google Uber EWI Meta VST Nvidia you know, Apple puts are I think the 10th or 11th largest holding. Um so, not a bad little uh you know, not not a bad uh you know, switcheroo for uh for uh Tepper, you know, a lot of moves here made. And we have to talk about Ray Dalio, guys. Bridgewater. This is the last one we're going to break down. And by the way, make sure to hit the like button, subscribe, hit that follow button. And let me know in the comments if you guys are finding value in this video, if you like these type of videos, we can do more uh like these. So, Ray Dalio, guys, he sold Bridgewater sold a lot of stock. Um if we look here, the new positions, I mean, look, they sold a bunch, 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- what's it called? Bridgewater, 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, 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 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's SanDisk, Micron. That's 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, right? And and and this is not what you should copy, either, because, guys, like I said earlier in the video, these moves weren't made yesterday. These were made in the last 90 days, right? So, who knows whether they were made 45 days ago, 12 days ago, 60 days ago, they might be out of these positions already. A lot of these, you know, they might they might be um in new stocks completely, you know? But, that's what super investors, some of them are doing at least as of this last round of 13Fs. And uh yeah, it's it's another um you know, big event that we should all be watching, these 13Fs. And it's always interesting to to track this stuff when it comes around. But, you guys got to take it, like I said, with a grain of salt as they might be out of these positions. Uh but, what do you guys think? Let me know in the comments and I'm going to dive deeper into all this stuff. Uh maybe throw it into chat GPT and be like, "What trends do you notice?" That would be a good prompt, actually. What trends are you noticing uh based on all these 13Fs? Uh you know, what are the super investors doing? Give me a deep dive. That would actually be a very good uh prompt. I might honestly I should have done that for the video, but I'm going to do it after this. So, let me know your thoughts in the comments, guys. Hit the like button, subscribe, and join my Patreon if you want to be a part of my private Discord community, see my portfolio updates, my trades, how I invest, sell you know, sell options to make money income, all that good stuff. Link down below, pinned in the comments, in the description box, in the bio, or go to stossurfest.com/patreon. I'll see you in there, and with that being said, cheers. Have a great rest of your day and weekend.

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