Super Investors Biggest Buys (Some Are Terrible)

Leopold Aschenbrenner's Q4 portfolio was all-in on AI infrastructure, including Intel.

Leopold Aschenbrenner's Q4 portfolio was all-in on AI infrastructure, including Coreweave.

Leopold Aschenbrenner's Q4 portfolio was all-in on AI infrastructure, including Bloom Energy.

Michael Burry's value instincts are real, and the creator finds his interest in MELI incredibly interesting.

Michael Burry's value instincts are real, and the creator likes his interest in Adobe.

Michael Burry has put options on SOX, betting that the AI semiconductor trade is a bubble.

Michael Burry has put options on Nvidia, betting that the AI semiconductor trade is a bubble.

The creator disapproves of Chuck Akre selling Visa, considering it one of the best businesses in the world.

The creator disapproves of Chuck Akre selling Mastercard, considering it one of the best businesses in the world.

The creator disapproves of Chuck Akre selling Brookfield, considering it one of the best businesses in the world.

Chuck Akre is taking a contrarian stance on SaaS by initiating positions in ServiceNow, buying when the market fears AI's impact on the sector.

Chuck Akre is making a contrarian bet on SaaS by opening new positions in Salesforce, buying into the sector when others believe AI will kill it.

Howard Marks added Simply Good Foods (Quest protein bars/Atkins) to his portfolio, and the creator finds the Quest chips appealing despite the price, warranting further diligence.

Howard Marks bought Micron, praised it, but then sold it, which proved to be a poor decision given Micron's subsequent performance.

Perby is buying Constellation Software (CSU) and its related entities (Topicus, Lumine), viewing it as cloning the right compounder and a strong move despite usual criticism.

Li Lu increased his holding in Crocs by 40%, viewing it as a fantastic value play with strong cash flow, high margins, and personalization through Jibbitz.

MSCI is noted as a new, potentially exploratory position for Li Lu, alongside Moody's and S&P Global.

David Tepper tripled his Uber position, making it a significant holding alongside Bill Ackman's stake, prompting Varun to investigate further.

Terry Smith completely divested his Nike shares, a position previously considered a high conviction play.

Terry Smith sold his entire stake in Intuit, a stock he had doubled down on the previous quarter, which Varun views critically.

Varun believes Macy's is a good value play due to its real estate ownership and attractive cash flow and PE ratios.

Varun 'genuinely hates' Berkshire Hathaway's purchase of Delta Air Lines, citing Buffett's historical poor performance in airlines.

Bill Ackman sold his stake in Hilton, a business Varun acknowledges as good but likely sold to reinvest in big tech.

Meta is one of Bill Ackman's top three holdings, alongside Microsoft and Amazon.

Amazon is a significant holding for Bill Ackman and David Tepper, with Tepper doubling his position.

Bill Ackman rotated into Microsoft from Google, viewing it as a better value at 21X forward earnings, though Varun is less enthusiastic.