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.
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Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.