Theofanis 13F just released!
The legendary Hedge Fund manager made few changes in Q3, with the most notable being a new $216M position in $RBLX at $48.38, and adding 16% more $BSX at $43 for the 3rd quarter in a row.
Primecap ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ถ๐ ๐จ๐ฃ +140.50% in 3 years.
RenTech 13F is out!
The 5-star Hedge Fund had a change of heart in Q3.
After selling down $MU and $UNH in Q2, they ๐ต๐ฒ๐ฎ๐๐ถ๐น๐ ๐๐ข๐ข๐ฆ๐ง๐๐ those positions in Q3.
They also ๐ฑ๐ผ๐๐ฏ๐น๐ฒ๐ฑ their $AMD stake and started a new $620M position in $SPCX.
RenTech is up +226.42%
๐๐ผ๐น๐น๐ผ๐ ๐๐ต๐ฒ ๐๐๐ข ๐ณ๐ผ๐ผ๐๐๐๐ฒ๐ฝ๐:ย
A top Director just bought a $100k of $DKNG 3 days after the CEO bought the dip.
And even paid more for those shares!
DraftKings is trading near its 52-week lows.
๐พ๐๐ ๐๐ช๐ฎ๐จ ๐ฉ๐๐ ๐๐๐ฅ:
DraftKings CFO just bought $350k worth of his own company after the price hit its 52 week low last week.
$DKNG is trading at attractive levels right now.
๐๐ผ๐ฟ๐ถ๐๐ผ๐ป ๐๐ถ๐ป๐ฒ๐๐ถ๐ฐ๐ 13๐ ๐ท๐๐๐ ๐ฟ๐ฒ๐น๐ฒ๐ฎ๐๐ฒ๐ฑ:
They TRIPLED their $BTC holdings in Q3!
It is now their 2nd largest position.
Horizon's ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ถ๐ ๐จ๐ฃ +81.27% in the past 3 years.
13๐ ๐ฆ๐บ๐ฎ๐ฟ๐ ๐๐๐๐:
Terry Zhang, whose Hedge Fund returned +264.09%, just reported his Q3 trades.
He started a ๐น๐ฎ๐ฟ๐ด๐ฒ position in both $DASH and $SHOP .
Keep an eye on him, he knows what he's doing.
๐๐ถ๐ด ๐๐ผ๐๐ ๐๐๐๐ถ๐ป๐ด:
UBS, one of the top 5 Largest Shareholders in $XPEV reported adding over 50% more shares - as per latest 13F.
Other Hedge Funds will file their Q3 trades within less than 1 week.
Did they also add more?
๐๐ผ๐๐ฏ๐น๐ถ๐ป๐ด ๐๐ต๐ฒ๐ถ๐ฟ ๐ฏ๐ฒ๐:
Jpmorgan Chase just filed their 13F for Q3 and the one thing that stands out is they ๐ฑ๐ผ๐๐ฏ๐น๐ฒ๐ฑ their holding in $NFLXย !
JPmorgan's ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ถ๐ ๐จ๐ฃ +91.26% in the past 3 years.
They're top-tier, worth keeping an eye, their trades matter.
๐๐ฎ๐ฟ๐ด๐ฒ๐๐ ๐๐ผ๐ป๐ด๐ฟ๐ฒ๐๐ ๐๐๐๐:
The list is led by none other than Nancy Pelosi with $INTC and $BE being her latest large-sized purchases.
Find out what other congress members are buying, they rarely seem to get it wrong.
๐๐ถ๐ด ๐๐ผ๐๐ ๐๐๐๐ถ๐ป๐ด:ย
FMR, the 4th Largest Shareholder $CRWD just reported buying 28% MORE - as per latest 13F.
Other Hedge Funds will file their Q3 trades within 1 week.
Did they also buy more?
FMR ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ถ๐ ๐จ๐ฃ +126.05% in the past 3 years.
๐๐ถ๐ด ๐๐ผ๐๐ ๐๐๐๐ถ๐ป๐ด:ย
GEODE, one of the Top 10 Largest Shareholders of $RUM just reported adding 22% MORE to their Rumble stake - as per latest 13F.
The rest will file their Q3 trades within 1 week, lets see if they also bought more.
GEODE is up +103.97% in past 3 yrs
๐๐บ๐ผ๐ป๐ด ๐๐ต๐ฒ ๐๐ฎ๐ฟ๐ด๐ฒ๐๐ ๐๐ป๐๐ถ๐ฑ๐ฒ๐ฟ ๐๐๐๐ ๐ถ๐ป ๐ฝ๐ฎ๐๐ ๐๐ฒ๐ฒ๐ธ:
๐นย Almost $10M in $GLXY by the CEO himself
๐นย $15M in $FUN by 3 top Directors
๐นย $2M by the EVP of $CVS
These are no small amounts!
These guys know their companies inside-out.
๐๐ผ๐น๐น๐ผ๐ ๐๐ต๐ฒ ๐๐๐ข:
Director Douglas Deason followed CEO Mike's footsteps @novogratz by making a new 5,000 share purchase today at $13.98
He paid more than the CEO did per share, which adds to their confidence in $GLXY.
Galaxy Digital is trading at attractive levels now
๐ฅ๐ฎ๐ฟ๐ฒ ๐๐ฎ๐ฟ๐ด๐ฒ ๐๐๐ข ๐๐๐:
Among the Largest Insider Buys in the past week,
a massive almost $10M purchase in $GLXY by CEO @novogratz
Galaxy Digital is trading near its 52 week lows and looking ๐พ๐๐ถ๐๐ฒ ๐ฎ๐๐๐ฟ๐ฎ๐ฐ๐๐ถ๐๐ฒ at these levels.
The CEO buy confirms it.
13๐๐ ๐ฎ๐ฟ๐ฒ ๐ฑ๐๐ฒ ๐ถ๐ป ๐ฎ ๐๐ฒ๐ฒ๐ธ!
Be sure to check out what the ๐ง๐ผ๐ฝ 50 ๐ ๐ผ๐๐ ๐ฆ๐ฒ๐ฎ๐ฟ๐ฐ๐ต๐ฒ๐ฑ ๐๐ฒ๐ฑ๐ด๐ฒ ๐๐๐ป๐ฑ๐ run by stars like Leopold Asch., David Tepper, Gavin Baker, Mike Alfredย @mikealfred and many more did in Q3.
Updates are posted right after they file.
๐จ๐๐ฆ 13๐ ๐ถ๐ ๐ฟ๐ฒ๐น๐ฒ๐ฎ๐๐ฒ๐ฑ.
Their ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ถ๐ ๐จ๐ฃ +106.15% in the past 3 years.
๐๐ฐ๐ด๐ต ๐ฏ๐ฐ๐ต๐ข๐ฃ๐ญ๐ฆ ๐ค๐ฉ๐ข๐ฏ๐จ๐ฆ๐ด:
๐น ย ๐ค๐๐ฎ๐ฑ๐ฟ๐๐ฝ๐น๐ฒ๐ฑ $๐ฆ๐ฃ๐๐ซย stake.
๐นย ๐๐ผ๐๐ฏ๐น๐ฒ๐ฑ their $XOM holding
๐นย Had a changed of heart on $MRVL, after selling some in Q2, they bought them back and even more in Q3.
5-star Hedge Fund FMR just reported Q3 trades.
๐๐ฐ๐ด๐ต ๐ฏ๐ฐ๐ต๐ข๐ฃ๐ญ๐ฆ ๐ค๐ฉ๐ข๐ฏ๐จ๐ฆ๐ด:
๐น ย ๐๐ผ๐๐ฏ๐น๐ฒ๐ฑ $AMD holding
๐นย Added 50% more $TMO
๐นย After selling down $MU for 3 quarters, they suddenly added over 30% of it!ย
FMR ๐ถ๐ ๐จ๐ฃ +126.05% in past 3 yrs.
They are good!
๐๐ฃ๐ฉ๐๐ง๐๐จ๐ฉ๐๐ฃ๐ ๐๐ฃ๐จ๐๐๐๐ฉ:
Sprott, the 5 star Hedge Fund, had a change of heart in Q3!
They had sold almost 40% of their $XOM stake in Q2.
However, they seem to have realized it was a bad call.
In Q3, they bought everything they sold back, and paid more for it.
๐พ๐๐ ๐๐ช๐ฎ๐จ ๐ฉ๐๐ ๐๐๐ฅ:
DraftKings CFO just bought $350k worth of his own company after the price hit its 52 week low last week.
$DKNG is trading at attractive levels right now.
๐ฟ๐๐ ๐ฉ๐๐๐ฎ ๐๐ช๐ฎ ๐ข๐ค๐ง๐ $IBRX?
In Q1 & Q2,
8 of the top 10 Largest Shareholders of $IBRX added more to their positions. Only 2 sold.
Q3 reports will be out in 1 week.
Lets see if they've built a larger position, or are starting to exit.
GEODE reported Q3, they added!
๐๐ฅ๐๐ฆ๐ ๐๐ข๐ก๐๐ฅ๐๐ฆ๐ฆ ๐๐จ๐ฌ๐ฆ:
Congress Member Josh Gottheimer just made a new filing.
๐ก๐ฒ๐ ๐ช๐ผ๐ฟ๐๐ต: ~$5.3M
๐ฆ๐๐ผ๐ฐ๐ธ ๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ: up +114.65% (๐ช๐ฏ ๐ญ๐ข๐ด๐ต 3 ๐บ๐ณ๐ด)
๐๐ข๐ต๐ฆ๐ด๐ต ๐๐ณ๐ข๐ฅ๐ฆ๐ด:
๐น $AMAT - ๐๐ฑ๐ฑ๐ฒ๐ฑ ๐บ๐ผ๐ฟ๐ฒ @ $387.59
His trades matter.
๐๐ถ๐น๐น๐ถ๐ฒ ๐๐ถ๐ณ๐ณ๐ผ๐ฟ๐ฑ 13๐ ๐ถ๐ ๐ผ๐๐!
๐๐ฉ๐ข๐ต ๐ด๐ต๐ข๐ฏ๐ฅ๐ด ๐ฐ๐ถ๐ต?ย
After holding steady for the past several quarters,
they suddenly ๐ต๐ฒ๐ฎ๐๐ถ๐น๐ ๐๐ข๐ข๐ฆ๐ง๐๐ their $LRCX , $ARM and $ALAB positions.
More funds are filing their 13Fs now, check to see if other Hedge Funds agree with them on these trades.