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Christmas is here again w/ another round of 13f's filed. I will update this thread over the course of the next few days with my findings of what some of the top hedge funds have been buying.
1/ 1st on this thread... is a no brainer stock $AMZN
Nearly a top 10 holding among my top 5 hedge funds and all of which added to their position last quarter.
Nearly a top 10 holding among my top 5 hedge funds and all of which added to their position last quarter.
2/ Next is probably my favorite long term hold for the next 5-10 years... $SE
Also nearly a top 10 holding for all these funds. It's the most obvious stock to own I can think of
Also nearly a top 10 holding for all these funds. It's the most obvious stock to own I can think of
3/ $MSFT... One I don't own, and maybe I should. Tybourne not only capitulated to finally owning this stock along with his other buddies... he made it a top 5 position.
Microsoft also remains GOAT Druckenmiller's top position by a significant margin.
Microsoft also remains GOAT Druckenmiller's top position by a significant margin.
4/ Next is $SHOP.... I posted about this one last week. Seeing 4/5 w/ ownership and a new position also initiated by Tybourne gives me more conviction this is heading higher..
6/ Lets continue this thread with some more exciting new names... It's clear that $PENN is not some one off speculative bet... New positions initiated and Druck increased his position by 80%
7/ $DKNG catching love from Tybourne as well. One thing is clear, you want to be onboard the gambling trend. Don't overthink it.
8/ Some new names that really excite me catching interest... Recnt IPO $SUMO
9/ Recent IPO $SNOW
10/ $U Catching legitimate interest as well
11/ $FROG is another IPO catching interest
12/ $BIGC , the next "Shopify" is also one they bought last quarter
13/ Now here's a really new exciting name I've never heard of before yesterday... $NCNO. High growth SaaS Recent IPO, that's 100% worth your attention
14/ $BEKE is another one I've never heard of, and it definitely deserves our attention. Massive sales, Recent IPO, Online Chinese Real Estate Platform.
15/ To sum up and to make this easier to digest, here's lists I came up w/ based on the hedge fund data:
"Top Stocks"
$AMZN
$SE
$MSFT
$SHOP
$CRWD
$PENN
$FB
$BABA
$NOW
$MELI
$JD
$CVNA
$PDD
$TWLO
$FIVN
$DOCU
$STNE
"Top Stocks"
$AMZN
$SE
$MSFT
$SHOP
$CRWD
$PENN
$FB
$BABA
$NOW
$MELI
$JD
$CVNA
$PDD
$TWLO
$FIVN
$DOCU
$STNE
16/ "Top new adds"... the names in this list interest me more than anything else
$SUMO
$PENN
$DKNG
$SNOW
$BIGC
$U
$BEKE**
$NCNO**
$FROG
$NUAN**
$SUMO
$PENN
$DKNG
$SNOW
$BIGC
$U
$BEKE**
$NCNO**
$FROG
$NUAN**
