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Peter Thiel's Thiel Macro disclosed a $418.67 million portfolio, establishing Amazon (AMZN) as its largest position at $117.98 million (28% of assets). The bet targets AI energy bottlenecks, focusing…
Stanley Druckenmiller's latest 13F filing reveals increased stakes in mega-cap leaders Amazon and Alphabet, while molecular diagnostics firm Natera emerged as his largest portfolio position amid rapi…
David Tepper's Appaloosa LP revealed its latest 13F filing, keeping Amazon as its top holding and increasing stakes in Alphabet, Meta, and Nvidia. Tepper completely dumped Microsoft and trimmed Micro…
JPMorgan increased its crypto ETF holdings in Q2, boosting Bitcoin and Ethereum exposure via IBIT and BlackRock's Ether ETF, and adding new XRP and Solana positions, signaling growing institutional c…
Billionaire Gina Rinehart disclosed $5.71B in US holdings, including a $1.37B SpaceX stake, S&P 500 ETFs, and doubled Trump Media stake, per Q2 SEC filing.
Berkshire Hathaway bought over $10 billion of Alphabet stock in Q2 2025, boosting its stake to nearly 100 million shares, potentially its third-largest equity holding, signaling strong institutional …
Billionaire investor Bill Ackman added Netflix, Visa, Mastercard, Alcon, ICE and S&P Global to his portfolio, marking his biggest overhaul in years, citing strong earnings growth potential.
National Bank of Canada disclosed multi-million dollar holdings in Bitcoin ETFs (FBTC, BITO, GBTC) and an XRP ETF via SEC 13F filing, signaling growing institutional crypto adoption from a major Cana…
Legendary investor Stanley Druckenmiller's Q1 13F reveals he exited Alphabet entirely, slashed Amazon to a minor stake, and initiated a new Broadcom position, signaling reduced conviction in traditio…
Druckenmiller's Q1 13F highlights non-mega-cap bets: TBBB, INSM, TSM, NTRA, YPF. TSM's strong AI foundry results and 2nm ramp signal robust chip supply chain health, indirectly supportive of NVIDIA a…
Druckenmiller's 13F reveals top holdings: BBB Foods, Insmed, Taiwan Semiconductor, Natera, and YPF—none of which are tracked symbols. NVDA and AMD are mentioned only as TSMC's chip-design customers, …
Billionaire Stanley Druckenmiller sold all his Alphabet shares in Q1, citing profit-taking after stock doubled and elevated valuation, while rotating into AI memory play Sandisk amid AI bubble concer…