The creator mentions that the discussed investment activities occurred in Q2 and anticipates seeing what investors bought in July and early August.
Source Post
What Superinvestors Are Buying While Everyone Else Is Panic Selling
Aug 17, 2026
This video analyzes the quarterly SEC filings of famous investors and executives to understand their recent buying and selling activity. It highlights holdings in companies like Nvidia, AMD, Apple, Alphabet, and discusses Peter Thiel's concentrated portfolio focused on energy infrastructure to support AI data center growth, with a specific look at Vistra's valuation and growth prospects.
Linked Mentions
Tickers discussed in this post
Yum! Brands is a new position for Chris Hohn.
Vivint Smart Home Systems is a new position for Chris Hohn.
Nextracker is a new position for Chris Hohn.
Snowflake is one of Brad Gerstner's other positions.
Arm is one of Brad Gerstner's other positions.
Micron is a holding for Gavin Baker.
Booking Holdings is a holding for Pat Dorsey.
Royalty Pharma is a holding for Pat Dorsey.
AppLovin is a new position for Chris Hohn and a top holding for Pat Dorsey.
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