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 $Black Knight(BKI.US$ , $Coherent(COHR.US$ , $Wolverine World Wide(WWW.US$ & $MGM Resorts International(MGM.US$ .
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 $Warner Bros Discovery(WBD.US$ .
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.
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.
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