Berkshire Hathaway sold its UnitedHealth Group position, which the creator found surprising.
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Superinvestor 13F ($MSFT) Celsius ($CELH) Growth Question ServiceNOW ($NOW) Agentic AI
The RoseMay 16, 2026
The creator discusses several stocks based on recent 13F filings and company performance. Microsoft is highlighted as an attractive mega-cap despite recent selling by the Bill and Melinda Gates Foundation, with Bill Ackman and the creator himself adding to their positions. Celsius and ServiceNow are also mentioned as interesting companies. Berkshire Hathaway's moves, including adding to Google and selling Amazon, Visa, Mastercard, and UnitedHealth Group, are analyzed.
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Berkshire Hathaway sold its Mastercard position, which the creator found surprising.
Berkshire Hathaway sold its Visa position, which the creator found surprising.
Berkshire Hathaway sold its small Amazon position, which the creator finds concerning given Amazon's potential.
Bill Ackman sold most of his Google position, which the creator views as a good move.
ServiceNow is growing faster than any other enterprise software company at scale and aims to double by 2030.
Celsius is an interesting company in the energy category, capturing new consumer segments.
Microsoft is an attractive mega-cap company, and the creator is buying shares despite selling pressure from the Bill and Melinda Gates Foundation.
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