Third Point cut and dissolved its stakes in some key megacap technology holdings, while opening a fresh position in this Magnificent Seven name.
David Tepper’s Appaloosa loaded up on Temu parent PDD Holdings during third quarter
Tepper told CNBC in September he had bought “everything” tied to China after stepped-up stimulus measures there, and the Federal Reserve’s half-point rate cut.
Philippe Laffont’s Coatue makes big bets on China and GLP-1 drugmakers in latest quarter
Laffont is a tech-focused investor and one of the “Tiger Cub” fund managers who worked under the late Julian Robertson at Tiger Management.
Warren Buffett’s Berkshire Hathaway takes a stake in Domino’s Pizza
The Omaha-based conglomerate bought more than 1.2 million shares of the pizza chain for a stake worth about $550 million at the end of September.
Keep buying the ‘Trump trades’ through inauguration, Societe Generale says
Although “Trump trade” names have popped in the week following President-elect Donald Trump’s victory, Societe Generale thinks the trend has more room to run.
Sundheim’s D1 Capital adds new stakes in GE Healthcare, Bank of America
D1 also closed out of several large positions, including GE Vernova, Pfizer and Nu Holdings.
‘Big Short’ investor Michael Burry reshuffles portfolio, adds hedges on China holdings
Burry, who now manages hedge fund Scion Asset Management, boosted his stakes in a few Chinese internet companies’ ADRs.
These mutual funds are about to drop a tax surprise in investors’ portfolios. How to prepare
Capital gains distribution season is upon us. Here’s how investors can get ready for it.
Buying opportunity or time to bail? What to do with gold following the postelection selloff
David Keller breaks down the charts on gold.
JPMorgan loves Netflix, predicts Tyson-Paul fight could be most-watched boxing match ever
Friday could be a big day for Netflix, according to JPMorgan.