AI & tech investing
Institutional holdings
Duquesne Family Office's latest 13F filing shows its reported portfolio grew past $5.2 billion. Top holding Natera reached 16.6% of the portfolio, while stakes in TSMC ADR and STMicroelectronics increased. Duquesne significantly increased Amazon, added Alphabet, and liquidated Broadcom, Intel, and Micron.
Institutional holdings
H&H International Investment reported total 13F holdings of $19,100,584,155 for the quarter. The firm reduced Nvidia by over 54% and exited TSMC and CrowdStrike, while trimming Alphabet and Microsoft. It also added to PDD Holdings and initiated a new position in Alibaba, with Apple and Berkshire Hathaway remaining top holdings.
Institutional holdings
Berkshire Hathaway's latest 13F filing shows reported holdings reaching nearly $300 billion, driven by large purchases in Alphabet Class A and C shares, alongside reductions in Bank of America and Capital One.