According to the latest 13F filings, several major institutional investors increased their holdings in Visa Inc. (V), signaling broad confidence in the company’s dominant payment network, strong free cash flow generation, and durable long-term growth. Here are the most significant additions from the quarter: TCI Fund Management LTD (Chris Hohn) … Read More
Chase Coleman’s Latest 13F: Tiger Global Loads Up on Coupang, Block, MongoDB, and Netflix
Tiger Global’s Q3 2025 13F shows a return to aggressive growth positioning. While many hedge funds have been rotating into defensives, Chase Coleman continues leaning into secular digital winners, cloud infrastructure, and global e-commerce — with several noteworthy additions and high-conviction increases. Below is a breakdown of the most significant … Read More
Why Top Investors Are Buying Constellation Brands (STZ)
According to their latest 13F filings, institutional investors made a series of notable moves in Constellation Brands (STZ), one of the leading global producers of premium beer, wine, and spirits. STZ’s steady cash generation, strong brand portfolio, and resilient consumer demand continue to attract both long-term value investors and quantitative … Read More
Why Top Investors Are Buying NVIDIA Corp (NVDA)
According to their latest 13F filings, institutional investors made a series of notable moves in NVIDIA Corp (NVDA), reflecting the continued conviction around AI-driven growth. As the leading GPU provider for data centers, gaming, and autonomous technologies, NVIDIA remains a high-conviction bet for many hedge funds and asset managers. Let’s … Read More
Andreas Halvorsen Top Portfolio Trims: Technology, Financials, and Insurance
Each week, we unpack the latest high-conviction trades from legendary investors — revealing what they’re doubling down on, cutting loose, or quietly walking away from. In his most recently reported quarter, Andreas Halvorsen — founder of Viking Global Investors and a former “Tiger Cub” under Julian Robertson — made substantial … Read More
Joel Greenblatt’s Top Portfolio Trims: Life Sciences, Utilities, and Ad Tech See Deep Cuts
Each week, we unpack the latest high-conviction trades from legendary investors — revealing what they’re doubling down on, cutting loose, or quietly walking away from. In the most recent quarter, Joel Greenblatt — famed value investor and author of The Little Book That Beats the Market — made a series … Read More
Superinvestor Moves: Amazon.com Inc. (AMZN) – Tracking Top Investor Activity Latest
Data from our SuperinvestorHub platform reveals that one of the most widely held stocks last quarter was Amazon.com Inc. (AMZN), a global leader in digital payments. Our coverage includes 55 top investors, such as Warren Buffett, Howard Marks, Jeremy Grantham, and Joel Greenblatt. As part of our ongoing series, we’re … Read More
Superinvestor Moves: Capital One Financial Corp (COF) – Tracking Top Investor Activity Last Quarter
Data from our SuperinvestorHub platform reveals that one of the most popular stocks held last quarter was Capital One Financial Corp (COF). Our coverage includes 55 top investors, including Warren Buffett, Howard Marks, Jeremy Grantham, and Joel Greenblatt. As part of our ongoing series, we’re breaking down quarterly activity for … Read More
Microsoft (MSFT) Superinvestor Moves: Top Investor Activity Last Quarter
Our research tool SuperinvestorHub reveals that one of the most popular stocks held last quarter was Microsoft Corp (MSFT). Our coverage includes 55 top investors, including Warren Buffett, Howard Marks, Jeremy Grantham, and Joel Greenblatt. As part of a new series, we’ll be breaking down quarterly activity for one stock … Read More