[Form 13F] Public disclosure of institutional investor portfolios as of the end of 24Q2! Hi-tech stock holdings declined

●Berkshire Hathaway
Led by Warren Buffett, a famous American investor called the “god of investment”paddy $Berkshire Hathaway-A (BRK.A.US)$New investment stocks for the second quarter (end of the April-6 fiscal year) have been revealed.Berkshire will hold it for 3 days $Apple (AAPL.US)$It was revealed that approximately half of the shares were sold for the April-6 fiscal year. Also, according to a report submitted by the company, cosmetics retail stocks, meanwhile, have plummeted this year $Ulta Beauty (ULTA.US)$It was also revealed that 0.69 million new shares were acquired.
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● Bailey Gifford
British asset management giant Baillie Gifford (Baillie Gifford) has submitted a shareholding report (13F) for the 2nd quarter of 2024 to the US Securities and Exchange Commission (SEC). According to the same report, Bailey Gifford lowered the ownership ratio of many US high-tech stocks in the second quarter, and among them,Top 1 that reduced their holdingsIs $NVIDIA (NVDA.US)$It was (ownership ratio reduced by 20.34%).Top 5 stocks with ownership ratio(in order of valuation value) is NVIDIA, $MercadoLibre (MELI.US)$、 $Amazon (AMZN.US)$、 $Moderna (MRNA.US)$and $Spotify Technology (SPOT.US)$It was.

●Hedge Fund Bridgewater
Bridgewater Associates (Bridgewater Associates), the world's largest hedge fund, is similar to Mr. Buffett $Apple (AAPL.US)$Reduce stock holdings, and on the other hand $Amazon (AMZN.US)$with $Microsoft (MSFT.US)$The number of shares held by has increased drastically. Also, major artificial intelligence (AI) companies $NVIDIA (NVDA.US)$Reduce the number of shares held by, and at the same time $Broadcom (AVGO.US)$The number of shares held by has been increased。

●ARK
Famous fund manager'sARK led by Cathy WoodThe total assets under management have declined from 50 billion dollars at the peak to 11.3 billion dollars now (until the end of the second quarter). This quarter, the number of stocks held by Arc declined from 230 to 199.What are the top 3 that bought more $10x Genomics (TXG.US)$、 $Roblox (RBLX.US)$、 $ARK 21Shares Bitcoin ETF (ARKB.US)$It was. Meanwhile,What are the top 3 stocks that have reduced their holdings $Zoom Video Communications (ZM.US)$、 $Coinbase (COIN.US)$、 $Robinhood (HOOD.US)$It was.