13F Q2 – New Positions Highlights
• Healthcare in focus – UNH added by BRK (5.04M), Lone Pine (1.69M), Eminence, Scopia, Burry, Hound; other flow into REGN, TMO, IQV, MASI.
• Tech inflows – NVDA (SRS 2.7M), MSFT, META, GOOG, WIX, AMD, PDD (Himalaya 4.61M).
• Travel/leisure bid – TRIP (Starboard 8.5M), BKNG (Lone Pine), DIS (Viking 5.85M), DKS, MTN, RH.
• Energy/commodities – EQT, RRC, FSLR, NUE, APD w/ multi-fund interest (Lone Pine, Peconic, Discovery).
• Event-driven / financials – COOP (Third Point, ValueAct), HPE (Elliott 18.63M), AMZN (Pershing 5.82M), UBS, PNC, GS.
• Healthcare in focus – UNH added by BRK (5.04M), Lone Pine (1.69M), Eminence, Scopia, Burry, Hound; other flow into REGN, TMO, IQV, MASI.
• Tech inflows – NVDA (SRS 2.7M), MSFT, META, GOOG, WIX, AMD, PDD (Himalaya 4.61M).
• Travel/leisure bid – TRIP (Starboard 8.5M), BKNG (Lone Pine), DIS (Viking 5.85M), DKS, MTN, RH.
• Energy/commodities – EQT, RRC, FSLR, NUE, APD w/ multi-fund interest (Lone Pine, Peconic, Discovery).
• Event-driven / financials – COOP (Third Point, ValueAct), HPE (Elliott 18.63M), AMZN (Pershing 5.82M), UBS, PNC, GS.
Largest new disclosed stakes:
TRIP 8.5M (Starboard) | HPE 18.63M (Elliott) | INTC 8M (Appaloosa) | NVDA 2.7M (SRS) | DIS 5.85M (Viking) | AMZN 5.82M (Pershing).
TRIP 8.5M (Starboard) | HPE 18.63M (Elliott) | INTC 8M (Appaloosa) | NVDA 2.7M (SRS) | DIS 5.85M (Viking) | AMZN 5.82M (Pershing).
Takeaway: Broad HC accumulation, big-cap tech remains core, selective cyclical & travel exposure; pockets of event-driven positioning.