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Unlock the trends of smart money: The Power of 13F Filings
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The Q4 13F filings of super-investors particularly interesting.

The Q4 13F filings of super-investors particularly interesting.
Michael Burry buys $Alibaba (BABA.US)$ and $JD.com (JD.US)$ at what appears to be the bottom, at least temporarily.
During a time Chinese stocks were even more out of favour than they usually are, Burry was buying.
He also bought $Black Knight (BKI.US)$ , $Coherent (COHR.US)$ , $Wolverine World Wide (WWW.US)$ & $MGM Resorts International (MGM.US)$ .
Seth Klarman adds +190% to his $GOOG position as well as +150% to $Meta Platforms (META.US)$ .
In less meaningful dollar amounts, he also increased his position in $Amazon (AMZN.US)$ , $Fidelity National Information Services (FIS.US)$ and $Warner Bros Discovery (WBD.US)$ .
Greg Alexander slightly reduced his three largest US holdings $Stellantis NV (STLA.US)$ , $Equitable (EQH.US)$ , $Builders FirstSource (BLDR.US)$ and allocated 12.5% of his portfolio (US) into $Lithia Motors (LAD.US)$ , as well as a smaller 2.9% position in $Group 1 Automotive (GPI.US)$ .
Li Lu increased his position in $Alphabet-C (GOOG.US)$ by +168%.
Google is now a 25% stake of his US portfolio. Although important to note most of his AUM is invested in China.
Here are the most popular buys from super-investors in Q4 according to Dataroma.
The Q4 13F filings of super-investors particularly interesting.
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