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13F filings offer a rare look at billionaire portfolios, but what they leave out can matter as much as what they reveal
@13fxiii You just haven’t seen mine🥵
@13fxiii Can you handle this?
Thos 13F season was wild.
See what the billionaires were betting on.
Take Berkshire.
They spent the billions of their cash.
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The 13F season was wild.
See what the billionaires were betting on.
Take Berkshire.
$NVDA 13F Holdings:
$COHR
$CRWV
$GENB
$INTC
$NBIS
$NOK
$SNPS
The upcoming 13F filings for the BTC ETFs should be interesting. Just a hunch.
Appaloosa's Q2 13F shows a clear rotation: less memory, more mega-cap tech.
David Tepper cut $MU by 41% and exited $SNDK, while adding 55% to $META and 16% to $AMZN. The two now make up ~21% of the portfolio.
Not a broad semiconductor exit, though — $TSM was increased 24%, making it the third-largest position.
Elsewhere, $BIDU nearly doubled while $BABA was cut 42%.
A reshuffle within tech, not a retreat from it.
→
Not investment advice. For informational purposes only.
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Nvidia's 13F dropped Friday. $63.44B across 8 positions.
$INTC $29.99B
SpaceX $20.98B
$CRWV $4.70B
$COHR $3.07B
$NOK $2.21B
$SNPS $2.15B
$NBIS $328.8M
Generate Biomedicines $14.1M
Intel and SpaceX are 80% of the book
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