Super Investors Are Buying These Stocks

Netflix has two new positions, one of which is substantial.

SoFi appears in two portfolios, albeit as very small positions.

AMD saw mixed activity with one investor buying and another reducing a small position.

PayPal is being bought by multiple investors, with one making it a significant part of their portfolio.

Mercado Libre saw significant activity, with some investors adding to their positions.

Waste Management is a significant holding, with a reduction noted.

Petroleo Brasileiro, a Brazilian company, was bought by investors.

Core Scientific saw additions from investors.

Credo was bought by investors, and the stock has more than doubled recently.

Nokia was trimmed, and the creator questions why people would chase the stock given its recent rise.

Grab was completely sold out by investors, indicating a sell sentiment.

Dev Kantesaria trimmed his MSCI position.

Fundsmith completely sold out of Intuit.

Dorsey's Asset Management added to its Booking Holdings position.

Dorsey's Asset Management initiated a new position in AppLovin.

Berkshire Hathaway significantly reduced its position in Chevron.

Berkshire Hathaway is buying Delta Airlines again, indicating a renewed interest in the airline sector.

The New York Times is still being added to by Berkshire Hathaway.

Canadian Pacific is a holding for one investor.

American Tower Corp was trimmed by one investor.

Airbnb was trimmed by one investor.

FICO saw additions from one investor, likely on a dip.

Hut 8 is a small holding for one investor.

Danaher Corp is a holding representing 4.78% of one portfolio.

CRH is a tertiary holding for one investor.

Telephone & Data Systems is a secondary holding for one investor.

Spotify was completely sold out of by one investor.

Brookfield Corp is the top holding for one investor.

GE Aerospace is a top holding for one investor.

S&P Global was added to by one investor.

TSMC is held in a portfolio but represents a small percentage.

Mastercard was trimmed by one investor and sold out of by another.

Visa was trimmed by one investor and sold out of by another.

ServiceNow was initiated as a new position by one investor.

Salesforce was initiated as a new position by one investor.

Google (Alphabet) is a strong buy for two investors, with one pivoting from Microsoft.

Third Point completely sold out of Spotify.

Third Point completely sold out of CoStar Group.

Third Point completely sold out of Capital One Financial.

Third Point reduced its stake in Carpenter Technology by 60.5%.

Daniel Loeb's Third Point bought Broadcom in Q1.

Daniel Loeb's Third Point bought ASML in Q1.

Daniel Loeb's Third Point bought Lam Research in Q1.

Daniel Loeb's Third Point bought KLA-Tencor in Q1.

Warren Buffett reportedly sold out of United Health.

Appaloosa Management significantly trimmed its JD.com position by 68.6%.

Appaloosa Management trimmed Pinduoduo by 49.3%.

Appaloosa Management trimmed Alibaba by 32.5%, and Third Point sold out completely.

Appaloosa Management lists Alphabet as a top holding, and Third Point bought it in Q1.

Appaloosa Management made a huge addition to Uber in Q1.

Appaloosa Management opened a new position in SanDisk in Q1.

Appaloosa Management bought more Micron in Q1, making it a top holding.

Appaloosa Management trimmed Meta by 27.2%, while Third Point bought Meta in Q1.

Appaloosa Management trimmed Microsoft by 82% and Third Point sold out completely.

Daniel Loeb's Third Point significantly reduced its Nvidia stake by 93.5%.

Appaloosa Management made a huge addition to Amazon, making it the number one holding.