What Superinvestors Are Buying While Everyone Else Is Panic Selling
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…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
Contexto extraído por IA 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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…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
Contexto extraído por IA 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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… 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
Contexto extraído por 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.
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…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
Contexto extraído por IA 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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… 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
Contexto extraído por IA 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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… 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
Contexto extraído por IA 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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…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%
Contexto extraído por IA Amazon was cut by around 25%, Brookfield by just 4%.
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S&P Global
Contexto extraído por 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.
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…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
Contexto extraído por 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.
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…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
Contexto extraído por 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.
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…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
Contexto extraído por IA Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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…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
Contexto extraído por IA Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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…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
Contexto extraído por IA Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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…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
Contexto extraído por IA Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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…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
Contexto extraído por 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.
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…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%
Contexto extraído por IA 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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…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%
Contexto extraído por IA 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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…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%
Contexto extraído por IA 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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…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
Contexto extraído por IA 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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…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%
Contexto extraído por 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.
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…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.
Contexto extraído por IA 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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…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
Contexto extraído por IA 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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…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
Contexto extraído por IA 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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…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
Contexto extraído por IA 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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…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
Contexto extraído por IA 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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…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
Contexto extraído por 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.
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…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
Contexto extraído por 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.
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…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
Contexto extraído por 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.
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…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
Contexto extraído por 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.
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…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
Contexto extraído por 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.
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…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
Contexto extraído por 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.
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Entrada $64,41 17 ago 2026Atual $64,06 09 set 2026Resultado +$0,35vs. índice +1,9% SPY −1,3% no mesmo período
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…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%
Contexto extraído por IA 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 $258,23 09 set 2026Resultado +$5,65vs. índice +3,5% SPY −1,3% no mesmo período
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…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
Contexto extraído por IA 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 $108,71 09 set 2026Resultado −$10,74vs. índice −7,7% SPY −1,3% no mesmo período
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…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
Contexto extraído por 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.
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Entrada $59,70 17 ago 2026Atual $49,06 09 set 2026Resultado −$10,64vs. índice −16,5% SPY −1,3% no mesmo período
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…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
Contexto extraído por 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.
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Entrada $23,00 17 ago 2026Atual $20,42 09 set 2026Resultado −$2,58vs. índice −9,9% SPY −1,3% no mesmo período
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…, 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
Contexto extraído por 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.
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Entrada $24,92 17 ago 2026Atual $24,24 09 set 2026Resultado −$0,68vs. índice −1,4% SPY −1,3% no mesmo período
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…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
Contexto extraído por 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.
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Entrada $14,36 17 ago 2026Atual $14,12 09 set 2026Resultado −$0,24vs. índice −0,3% SPY −1,3% no mesmo período
and Surgery Partners
Contexto extraído por 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.
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Entrada $155,85 17 ago 2026Atual $157,22 09 set 2026Resultado −$1,37vs. índice +0,5% SPY −1,3% no mesmo período
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…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
Contexto extraído por 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.
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Entrada $184,52 17 ago 2026Atual $182,53 04 set 2026Resultado +$1,99vs. índice +2,4% SPY −1,3% no mesmo período
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…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
Contexto extraído por 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.
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Entrada $266,06 17 ago 2026Atual $265,22 09 set 2026Resultado +$0,84vs. índice +1,6% SPY −1,3% no mesmo período
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…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%
Contexto extraído por 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.
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Entrada $568,97 17 ago 2026Atual $644,38 10 set 2026Resultado −$75,41vs. índice −11,9% SPY −1,3% no mesmo período
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…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%
Contexto extraído por 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.
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Entrada $74,99 17 ago 2026Atual $72,56 10 set 2026Resultado −$2,43vs. índice −1,9% SPY −1,3% no mesmo período
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Contexto da transcrição original
…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
Contexto extraído por 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.
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Entrada $562,26 17 ago 2026Atual $565,37 10 set 2026Resultado +$3,11vs. índice +1,9% SPY −1,3% no mesmo período
Mastercard
Contexto extraído por 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.
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Entrada $1.079,00 17 ago 2026Atual $923,91 10 set 2026Resultado −$155,09vs. índice −13,0% SPY −1,3% no mesmo período
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Contexto da transcrição original
…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
Contexto extraído por 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.
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Entrada $311,98 17 ago 2026Atual $305,06 09 set 2026Resultado −$6,92vs. índice −0,9% SPY −1,3% no mesmo período
AppLovin
Contexto extraído por 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.
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Entrada $150,85 17 ago 2026Atual $126,42 10 set 2026Resultado −$24,43vs. índice −14,9% SPY −1,3% no mesmo período
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… 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
Contexto extraído por 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.
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Entrada $145,14 17 ago 2026Atual $145,16 09 set 2026Resultado +$0,02vs. índice +1,3% SPY −1,3% no mesmo período
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…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
Contexto extraído por 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.
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Entrada $1.064,41 17 ago 2026Atual $983,19 09 set 2026Resultado −$81,22vs. índice −6,3% SPY −1,3% no mesmo período
FICO
Contexto extraído por 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.
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Entrada $93,92 17 ago 2026Atual $90,07 09 set 2026Resultado +$3,85vs. índice +5,4% SPY −1,3% no mesmo período
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… 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%
Contexto extraído por IA 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 $121,84 09 set 2026Resultado +$4,75vs. índice +5,1% SPY −1,3% no mesmo período
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…. 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%
Contexto extraído por IA 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 $78,61 09 set 2026Resultado −$8,33vs. índice −8,3% SPY −1,3% no mesmo período
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…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
Contexto extraído por IA He did add 134% to Pinduoduo and 23% to Berkshire Hathaway.
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Entrada — 17 ago 2026Atual $506,72 09 set 2026Resultado —vs. índice — SPY −1,3% no mesmo período
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… 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
Contexto extraído por IA He did add 134% to Pinduoduo and 23% to Berkshire Hathaway.
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Entrada $282,91 17 ago 2026Atual $261,59 09 set 2026Resultado +$21,32vs. índice +8,9% SPY −1,3% no mesmo período
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…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%
Contexto extraído por 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.
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Entrada $546,09 17 ago 2026Atual $515,15 09 set 2026Resultado +$30,94vs. índice +7,0% SPY −1,3% no mesmo período
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Contexto da transcrição original
…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
Contexto extraído por 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.
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