What Superinvestors Are Buying While Everyone Else Is Panic Selling
- Video return
- +0.02%
- Calls
- 55
- Buy / Sell
- 39 16
- Published
Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $130.00 17 Aug 2026Current $120.24 18 Aug 2026Result −$9.76
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Context 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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Entry $87.59 17 Aug 2026Current $85.70 18 Aug 2026Result −$1.89
They did add 44% to Delta Air
Context 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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Entry $562.26 17 Aug 2026Current $576.10 18 Aug 2026Result +$13.84
add Visa, Mastercard
Context 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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Entry $88.04 17 Aug 2026Current $80.79 18 Aug 2026Result −$7.25
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Context 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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Entry $86.54 17 Aug 2026Current $84.94 18 Aug 2026Result −$1.60
30% to Lennar
Context 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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Entry $148.34 17 Aug 2026Current $145.68 18 Aug 2026Result −$2.66
their new tiny position was in D.R. Horton
Context 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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Entry $42.75 17 Aug 2026Current $42.75 17 Aug 2026Result +$0.00
Brookfield by just 4%
Context Amazon was cut by around 25%, Brookfield by just 4%.
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Entry $410.53 17 Aug 2026Current $417.46 18 Aug 2026Result +$6.93
S&P Global
Context 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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Entry $76.02 17 Aug 2026Current $77.77 18 Aug 2026Result +$1.75
Netflix
Context 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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Entry $74.99 17 Aug 2026Current $74.66 18 Aug 2026Result −$0.33
22% to Uber
Context 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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Entry $106.00 17 Aug 2026Current $93.17 18 Aug 2026Result −$12.83
brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom
Context Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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Entry $225.95 17 Aug 2026Current $223.06 18 Aug 2026Result −$2.89
brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom
Context Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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Entry $14.43 17 Aug 2026Current $14.05 18 Aug 2026Result −$0.38
brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom
Context Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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Entry $392.43 17 Aug 2026Current $380.00 18 Aug 2026Result −$12.43
brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom
Context Of course brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom.
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Entry $225.01 17 Aug 2026Current $219.74 18 Aug 2026Result −$5.27
He did add an extra 4% to Nvidia
Context 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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Entry $124.71 17 Aug 2026Current $128.23 18 Aug 2026Result −$3.52
he did cut Alibaba by 42%
Context 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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Entry $162.18 17 Aug 2026Current $160.19 18 Aug 2026Result +$1.99
Qualcomm by 50%
Context 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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Entry $39.59 17 Aug 2026Current $39.27 18 Aug 2026Result +$0.32
Whirlpool by 63%
Context 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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Entry $506.00 17 Aug 2026Current $484.39 18 Aug 2026Result +$21.61
11% in AMD
Context 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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Entry $1,011.75 17 Aug 2026Current $940.76 18 Aug 2026Result +$70.99
Micron is 15% but it did slash that position by 41%
Context 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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Entry $27.93 17 Aug 2026Current $28.48 18 Aug 2026Result +$0.55
Brand new positions are Warner Bros.
Context 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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Entry $361.15 17 Aug 2026Current $361.15 17 Aug 2026Result +$0.00
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Context 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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Entry $80.20 17 Aug 2026Current $80.25 18 Aug 2026Result +$0.05
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Context 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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Entry $140.98 17 Aug 2026Current $125.71 18 Aug 2026Result −$15.27
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Context 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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Entry $141.34 17 Aug 2026Current $144.02 14 Aug 2026Result +$2.68
Brand new positions are Warner Bros., Keysight, Block, Flex, Hut 8, TTM Technologies, Ares Management
Context 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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Entry $46.55 17 Aug 2026Current $47.84 14 Aug 2026Result +$1.29
It's Future Brands Innovations
Context 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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Entry $24.38 17 Aug 2026Current $24.70 14 Aug 2026Result +$0.32
Primo Brands
Context 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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Entry $60.47 17 Aug 2026Current $61.07 18 Aug 2026Result +$0.60
PayPal
Context 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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Entry $27.93 17 Aug 2026Current $28.48 18 Aug 2026Result +$0.55
Warner Bros. Discovery here
Context 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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Entry $78.18 17 Aug 2026Current $77.47 17 Aug 2026Result −$0.72
PVH
Context 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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Entry $25.57 17 Aug 2026Current $25.98 18 Aug 2026Result +$0.41
and Comcast
Context 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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Entry $64.41 17 Aug 2026Current $65.67 18 Aug 2026Result −$1.26
They did cut Centene that position by 40%
Context They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder company.
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Entry $263.88 17 Aug 2026Current $263.88 17 Aug 2026Result +$0.00
and Synnex by
Context They did cut Centene that position by 40%, Versant Media by 37%, and Synnex by is a home builder company.
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Entry $119.45 17 Aug 2026Current $116.86 18 Aug 2026Result −$2.59
Sea Limited is one
Context 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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Entry $59.70 17 Aug 2026Current $60.42 14 Aug 2026Result +$0.72
MakeMyTrip is another one
Context 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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Entry $23.00 17 Aug 2026Current $22.94 17 Aug 2026Result −$0.06
Matthews International
Context 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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Entry $24.92 17 Aug 2026Current $26.11 14 Aug 2026Result +$1.19
Quantum Corp
Context 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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Entry $14.36 17 Aug 2026Current $15.03 14 Aug 2026Result +$0.67
and Surgery Partners
Context 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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Entry $155.85 17 Aug 2026Current $158.01 18 Aug 2026Result −$2.16
Fortinet 41
Context 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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Entry $184.52 17 Aug 2026Current $184.52 17 Aug 2026Result +$0.00
Philip Morris 43
Context 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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Entry $546.09 17 Aug 2026Current $550.96 14 Aug 2026Result −$4.87
Idexx down 30
Context 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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Entry $266.06 17 Aug 2026Current $272.96 14 Aug 2026Result −$6.90
ADP 33%
Context 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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Entry $568.97 17 Aug 2026Current $543.67 18 Aug 2026Result +$25.30
Meta also a cut of 20%
Context 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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Entry $74.99 17 Aug 2026Current $74.66 18 Aug 2026Result −$0.33
includes of course Uber
Context 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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Entry $562.26 17 Aug 2026Current $576.10 18 Aug 2026Result +$13.84
Mastercard
Context 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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Entry $1,079.00 17 Aug 2026Current $1,079.00 17 Aug 2026Result +$0.00
GE Vernova
Context 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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Entry $311.98 17 Aug 2026Current $307.26 18 Aug 2026Result −$4.72
AppLovin
Context 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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Entry $150.85 17 Aug 2026Current $150.85 18 Aug 2026Result +$0.00
TJX
Context 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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Entry $145.14 17 Aug 2026Current $144.86 18 Aug 2026Result −$0.28
Yum! Brands
Context 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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Entry $1,064.41 17 Aug 2026Current $1,078.12 18 Aug 2026Result +$13.71
FICO
Context 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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Entry $93.92 17 Aug 2026Current $93.50 14 Aug 2026Result +$0.42
did trim Canadian Pacific Kansas City by 3%
Context Did increase Google by 12% and did trim Canadian Pacific Kansas City by 3% and Canadian National Railway by 4%.
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Entry $126.59 17 Aug 2026Current $126.55 18 Aug 2026Result +$0.04
Canadian National Railway by 4%
Context Did increase Google by 12% and did trim Canadian Pacific Kansas City by 3% and Canadian National Railway by 4%.
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Entry $86.94 17 Aug 2026Current $87.34 18 Aug 2026Result +$0.40
He did add 134% to Pinduoduo
Context He did add 134% to Pinduoduo and 23% to Berkshire Hathaway.
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Entry — 17 Aug 2026Current —Result —
23% to Berkshire Hathaway
Context He did add 134% to Pinduoduo and 23% to Berkshire Hathaway.
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Entry $282.91 17 Aug 2026Current $272.24 18 Aug 2026Result +$10.67
Texas Instruments down 31%
Context 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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