What Superinvestors Are Buying While Everyone Else Is Panic Selling
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Entrada é o preço de fechamento do ativo na data de publicação. Atual é o último fechamento registrado.
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Entrada $130,00 17 ago 2026Atual $120,24 18 ago 2026Resultado −$9,76
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Contexto Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.
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Entrada $87,59 17 ago 2026Atual $85,70 18 ago 2026Resultado −$1,89
They did add 44% to Delta Air
Contexto They did add 44% to Delta Air and 30% to Lennar, and their new tiny position was in D.R. Horton.
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Entrada $562,26 17 ago 2026Atual $576,10 18 ago 2026Resultado +$13,84
add Visa, Mastercard
Contexto They did, of course, add Visa, Mastercard, S&P Global, Netflix, and two other uh positions as well to the portfolio, fresh positions there.
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Entrada $88,04 17 ago 2026Atual $80,79 18 ago 2026Resultado −$7,25
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Contexto Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.
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Entrada $86,54 17 ago 2026Atual $84,94 18 ago 2026Resultado −$1,60
30% to Lennar
Contexto They did add 44% to Delta Air and 30% to Lennar, and their new tiny position was in D.R. Horton.
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Entrada $148,34 17 ago 2026Atual $145,68 18 ago 2026Resultado −$2,66
their new tiny position was in D.R. Horton
Contexto They did add 44% to Delta Air and 30% to Lennar, and their new tiny position was in D.R. Horton.
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Entrada $42,75 17 ago 2026Atual $42,75 17 ago 2026Resultado +$0,00
Brookfield by just 4%
Contexto Amazon was cut by around 25%, Brookfield by just 4%.
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Entrada $410,53 17 ago 2026Atual $417,46 18 ago 2026Resultado +$6,93
S&P Global
Contexto They did, of course, add Visa, Mastercard, S&P Global, Netflix, and two other uh positions as well to the portfolio, fresh positions there.
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Entrada $76,02 17 ago 2026Atual $77,77 18 ago 2026Resultado +$1,75
Netflix
Contexto They did, of course, add Visa, Mastercard, S&P Global, Netflix, and two other uh positions as well to the portfolio, fresh positions there.
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Entrada $74,99 17 ago 2026Atual $74,66 18 ago 2026Resultado −$0,33
22% to Uber
Contexto He did add 55% to Amazon, 22% to Uber, 7% to Google. Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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Entrada $106,00 17 ago 2026Atual $93,17 18 ago 2026Resultado −$12,83
brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom
Contexto Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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Entrada $225,95 17 ago 2026Atual $223,06 18 ago 2026Resultado −$2,89
brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom
Contexto Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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Entrada $14,43 17 ago 2026Atual $14,05 18 ago 2026Resultado −$0,38
brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom
Contexto Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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Entrada $392,43 17 ago 2026Atual $380,00 18 ago 2026Resultado −$12,43
brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom
Contexto Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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Entrada $225,01 17 ago 2026Atual $219,74 18 ago 2026Resultado −$5,27
He did add an extra 4% to Nvidia
Contexto He did add an extra 4% to Nvidia and what's interesting is that not many of these funds and super investors actually own Nvidia or actually add to Nvidia in recent quarters.
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Entrada $124,71 17 ago 2026Atual $128,23 18 ago 2026Resultado −$3,52
he did cut Alibaba by 42%
Contexto As for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD.
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Entrada $162,18 17 ago 2026Atual $160,19 18 ago 2026Resultado +$1,99
Qualcomm by 50%
Contexto As for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD.
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Entrada $39,59 17 ago 2026Atual $39,27 18 ago 2026Resultado +$0,32
Whirlpool by 63%
Contexto As for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD.
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Entrada $506,00 17 ago 2026Atual $484,39 18 ago 2026Resultado +$21,61
11% in AMD
Contexto As for the trimming here, he did cut Alibaba by 42% Qualcomm by 50% Whirlpool by 63% and 11% in AMD.
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Entrada $1.011,75 17 ago 2026Atual $940,76 18 ago 2026Resultado +$70,99
Micron is 15% but it did slash that position by 41%
Contexto Then TSM at 10.5% Google 8.7 Uber 7.43%. He did add 55% to Amazon, 22% to Uber, 7% to Google. Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom. He did add an extra 4% to Nvidia and what's interesting is that not many of these funds and super investors actually own Nvidia or actually add to Nvidia in recent quarters.
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Entrada $27,93 17 ago 2026Atual $28,48 18 ago 2026Resultado +$0,55
Brand new positions are Warner Bros.
Contexto Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.
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Entrada $361,15 17 ago 2026Atual $361,15 17 ago 2026Resultado +$0,00
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Contexto Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.
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Entrada $80,20 17 ago 2026Atual $80,25 18 ago 2026Resultado +$0,05
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Contexto Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.
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Entrada $140,98 17 ago 2026Atual $125,71 18 ago 2026Resultado −$15,27
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Contexto Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.
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Entrada $141,34 17 ago 2026Atual $144,02 14 ago 2026Resultado +$2,68
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Contexto Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management and of course like we said before SpaceX.
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Entrada $46,55 17 ago 2026Atual $47,84 14 ago 2026Resultado +$1,29
It's Future Brands Innovations
Contexto The brand new positions in his portfolio, there is a very interesting name here. It's Future Brands Innovations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here, as well, PVH, and Comcast.
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Entrada $24,38 17 ago 2026Atual $24,70 14 ago 2026Resultado +$0,32
Primo Brands
Contexto The brand new positions in his portfolio, there is a very interesting name here. It's Future Brands Innovations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here, as well, PVH, and Comcast.
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Entrada $60,47 17 ago 2026Atual $61,07 18 ago 2026Resultado +$0,60
PayPal
Contexto The brand new positions in his portfolio, there is a very interesting name here. It's Future Brands Innovations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here, as well, PVH, and Comcast.
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Entrada $27,93 17 ago 2026Atual $28,48 18 ago 2026Resultado +$0,55
Warner Bros. Discovery here
Contexto The brand new positions in his portfolio, there is a very interesting name here. It's Future Brands Innovations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here, as well, PVH, and Comcast.
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Entrada $78,18 17 ago 2026Atual $77,47 17 ago 2026Resultado −$0,72
PVH
Contexto The brand new positions in his portfolio, there is a very interesting name here. It's Future Brands Innovations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here, as well, PVH, and Comcast.
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Entrada $25,57 17 ago 2026Atual $25,98 18 ago 2026Resultado +$0,41
and Comcast
Contexto The brand new positions in his portfolio, there is a very interesting name here. It's Future Brands Innovations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here, as well, PVH, and Comcast.
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Entrada $64,41 17 ago 2026Atual $65,67 18 ago 2026Resultado −$1,26
They did cut Centene that position by 40%
Contexto They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder company.
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Entrada $263,88 17 ago 2026Atual $263,88 17 ago 2026Resultado +$0,00
and Synnex by
Contexto They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder company.
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Entrada $119,45 17 ago 2026Atual $116,86 18 ago 2026Resultado −$2,59
Sea Limited is one
Contexto He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.
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Entrada $59,70 17 ago 2026Atual $60,42 14 ago 2026Resultado +$0,72
MakeMyTrip is another one
Contexto He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.
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Entrada $23,00 17 ago 2026Atual $22,94 17 ago 2026Resultado −$0,06
Matthews International
Contexto He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.
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Entrada $24,92 17 ago 2026Atual $26,11 14 ago 2026Resultado +$1,19
Quantum Corp
Contexto He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.
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Entrada $14,36 17 ago 2026Atual $15,03 14 ago 2026Resultado +$0,67
and Surgery Partners
Contexto He did buy new companies, so Sea Limited is one, MakeMyTrip is another one, Matthews International, Quantum Corp, very strange addition, and Surgery Partners.
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Entrada $155,85 17 ago 2026Atual $158,01 18 ago 2026Resultado −$2,16
Fortinet 41
Contexto His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO. Visa is also a 5% position for him, but it did trim uh that one.
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Entrada $184,52 17 ago 2026Atual $184,52 17 ago 2026Resultado +$0,00
Philip Morris 43
Contexto His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO. Visa is also a 5% position for him, but it did trim uh that one.
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Entrada $546,09 17 ago 2026Atual $550,96 14 ago 2026Resultado −$4,87
Idexx down 30
Contexto His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO. Visa is also a 5% position for him, but it did trim uh that one.
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Entrada $266,06 17 ago 2026Atual $272,96 14 ago 2026Resultado −$6,90
ADP 33%
Contexto His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO. Visa is also a 5% position for him, but it did trim uh that one.
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Entrada $568,97 17 ago 2026Atual $543,67 18 ago 2026Resultado +$25,30
Meta also a cut of 20%
Contexto His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO. Visa is also a 5% position for him, but it did trim uh that one.
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Entrada $74,99 17 ago 2026Atual $74,66 18 ago 2026Resultado −$0,33
includes of course Uber
Contexto His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO.
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Entrada $562,26 17 ago 2026Atual $576,10 18 ago 2026Resultado +$13,84
Mastercard
Contexto His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO.
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Entrada $1.079,00 17 ago 2026Atual $1.079,00 17 ago 2026Resultado +$0,00
GE Vernova
Contexto His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO.
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Entrada $311,98 17 ago 2026Atual $307,26 18 ago 2026Resultado −$4,72
AppLovin
Contexto His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO.
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Entrada $150,85 17 ago 2026Atual $150,85 18 ago 2026Resultado +$0,00
TJX
Contexto His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO.
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Entrada $145,14 17 ago 2026Atual $144,86 18 ago 2026Resultado −$0,28
Yum! Brands
Contexto His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO.
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Entrada $1.064,41 17 ago 2026Atual $1.078,12 18 ago 2026Resultado +$13,71
FICO
Contexto His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO.
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Entrada $93,92 17 ago 2026Atual $93,50 14 ago 2026Resultado +$0,42
did trim Canadian Pacific Kansas City by 3%
Contexto Did increase Google by 12% and did trim Canadian Pacific Kansas City by 3% and Canadian National Railway by 4%.
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Entrada $126,59 17 ago 2026Atual $126,55 18 ago 2026Resultado +$0,04
Canadian National Railway by 4%
Contexto Did increase Google by 12% and did trim Canadian Pacific Kansas City by 3% and Canadian National Railway by 4%.
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Entrada $86,94 17 ago 2026Atual $87,34 18 ago 2026Resultado +$0,40
He did add 134% to Pinduoduo
Contexto He did add 134% to Pinduoduo and 23% to Berkshire Hathaway.
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Entrada — 17 ago 2026Atual —Resultado —
23% to Berkshire Hathaway
Contexto He did add 134% to Pinduoduo and 23% to Berkshire Hathaway.
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Entrada $282,91 17 ago 2026Atual $272,24 18 ago 2026Resultado +$10,67
Texas Instruments down 31%
Contexto His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber, Mastercard, GE Vernova AppLovin TJX Nextracker Vivint Smart Home Systems, Yum! Brands, and uh FICO. Visa is also a 5% position for him, but it did trim uh that one.
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