NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 CRWV
CoreWeave
-- 40.000 LULU
Lululemon Athletica
-- 293.060 APP
Applovin
-- 272.380 
Must Follow Portfolios Ⅱ
1. Chris Hohn completed exited $Thermo Fisher Scientific (TMO.US)$ . He increased his stake in Google $Alphabet-A (GOOGL.US)$ by nearly 400%.
2. Chuck Akre entered into $Airbnb (ABNB.US)$ in Q2. He trimmed a handful of positions and completely exited out of $Uber Technologies (UBER.US)$ .
3. David Abrams entered a huge position into $LOAR. Makes up 40% of his equity portfolio.
4. Edgar Wachenheim continues to love home builders, but not banks. He reduced his positions in $Goldman Sachs (GS.US)$ and $JPMorgan (JPM.US)$ by 97.5% and 99.8% respectively.
5. Guy Spier purchased $Alpha Metallurgical (AMR.US)$ and $Arch Resources(Delisted) (ARCH.US)$ , both positions of his friend Mohnish Pabrai.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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🌲ex IBDer
📝Swing Trader since 2014
📚There are 3 ways to earn money: be fast, be smart or cheat.
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