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.

wallstreetcn34minutes 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.

wallstreetcn47minutes ago

In the first quarter, Bill Ackman increased his shareholding in Uber and cleared out of Nike before the tariffs.

In the first quarter, Ackman increased holdings of over 30.3 million shares of Uber, becoming the largest Hold Positions in the portfolio, accounting for as much as 18.5%. Increased Shareholding in Brookfield, one of the largest alternative asset management giants globally, and shares of Google Class A. Completely sold the previously held 18.769 million shares of Nike in the first quarter, reducing Shareholding in Hilton and Google Class C shares.

wallstreetcn13:26

In the first quarter, David Tepper increased his shareholding in Uber and Meta, completely sold off AMD, and reduced his shareholding in Alibaba and Microsoft.

In the first quarter, Tepper reduced his shareholding in Alibaba and Microsoft, decreasing his stake in Alibaba by 22%. However, Tepper still maintains significant exposure to Chinese Technology companies, with three Chinese concept stocks among his top five Hold Positions, including Alibaba, PDD Holdings, and JD.com.

wallstreetcn09:05

Glenview Capital's Q1 Moves Include New Stakes in Meta, Disney, Exiting Microsoft

Seeking Alpha07:34

Appaloosa Trims AMZN, MSFT, QCOM, and Adds to NRG, GLW, and UNH, Among Other Q1 Moves

Seeking Alpha06:43