Top Institutions disclose Q1 U.S. stock Hold Positions! Operations of AI Software stocks show divergence, Technology giants face Shareholding reduction, while Chinese concept stocks and Gold are preferred for increased positions.

Berkshire significantly reduced its holdings in Banks in Q1, completely divesting from Citigroup, while its shares in Apple remained unchanged; Bridgewater and Baillie Gifford have sequentially reduced their holdings in US Technology giants; meanwhile, ARK Invest's operations on AI Application software stocks showed divergence, increasing its position in Tempus AI and reducing its stake in Palantir. What signals are hidden behind these moves by capital giants?

Futu News25minutes ago

In the first quarter, Druckenmiller reduced his shareholding in Google, Amazon, and Tesla, while buying Taiwan Semiconductor and AppLovin.

In the first quarter, Druckenmiller completely divested from Skechers USA, SLM, and 37 other Stocks, reduced holdings in several Technology stocks including Google, Amazon, and Tesla, and added 12 new Stocks including Taiwan Semiconductor and AppLovin. The Medical Care and Technology Industries dominate his investment portfolio.

wallstreetcn29minutes ago

China's top private equity disclosed "US stock report card": significantly increasing positions in Chinese concept stocks, optimistic about China's prospects.

The first quarter Hold Positions data of Chinese private investment institutions such as Hillhouse, Yiyuan, and Jinglin shows that they have all increased their investments in Chinese concept stocks; against the backdrop of this year's "East rising, West falling" market, it's clear that these private investment giants are optimistic about the prospects of China Assets.

cls.cn31minutes ago

Buffett, Soros, Gates, let's see what the big shots have bought.

From Buffett's "Hold cash and not buy" strategy, to Soros's "Sell Small Cap and buy Large Cap", and then to Bridgewater's Gold allocation, all show that top investors are enhancing the defensiveness of their portfolios, while the keen Ackman even cleared out of Nike ahead of the tariffs.

wallstreetcn57minutes ago

Soros doubles his shareholding in UnitedHealth! Buys NVIDIA, liquidates Super Micro Computer! Buys Electric Power stocks, sells S&P for Russell 2000.

In the first quarter, Soros Fund's largest hold position was Smurfit WestRock (accounting for 6.1%), increased shareholding in S&P 500 ETF, and added to the utility and financial sectors. Cleared positions in Russel 2000 ETF, Alibaba, and Taiwan Semiconductor, and significantly reduced shareholding in Google and JD.com.

wallstreetcn13:52

"Trump's policies" backfire? The potential prosperity of the Semiconductor manufacturing industry in the USA is tarnished.

Analysts point out that the uncertainty of tariff policies has led to supply chain disruptions, and some companies like Samsung have postponed the construction of chip factories in the USA. Video game companies have also raised prices due to increasing costs.

cls.cn13:29