Must Follow Portfolios Ⅰ

1. Warren Buffett reduced his $Apple (AAPL.US)$ position by nearly 50%. He also entered into $Ulta Beauty (ULTA.US)$ and $Heico (HEI.US)$ $Heico-A (HEI.A.US)$ with very small positions.

2. Bill Ackman cut his $Chipotle Mexican Grill (CMG.US)$ stake by 23%, and reduced most of his positions. He purchased $Brookfield (BN.US)$ and $Nike (NKE.US)$ , but they make up less than 5% of the overall portfolio.

3. Bill Gates' portfolio didn't see much movement. $Carvana (CVNA.US)$ was sold, $Microsoft (MSFT.US)$was reduced, and $Berkshire Hathaway-B (BRK.B.US)$ was added to.

4. Billionaire Chase Coleman exited $Maplebear (CART.US)$ and $Freshworks (FRSH.US)$ . He notably purchased $UnitedHealth (UNH.US)$ and $Qualcomm (QCOM.US)$ .

5. Michael Burry continues to bet big on China. He added to his $Alibaba (BABA.US)$ position which now makes up 21% of his portfolio. Note that his portfolio value is roughly half what it was in Q1 (he may be sitting on more cash than usual).