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 $Uber Technologies (UBER.US)$ .

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 $Arch Resources (ARCH.US)$ , both positions of his friend Mohnish Pabrai.