Canal+ et la LFP obtiennent le blocage de 200 sites pirates par les VPN
C’est une première : le tribunal judiciaire de Paris vient d’ordonner le blocage de plus de 200 sites pirates par NordVPN ou Proton.
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Les internautes qui espéraient pouvoir regarder librement des matchs sur des sites illicites en utilisant leur VPN vont devoir se faire une raison. Le tribunal judiciaire, saisi par la chaîne cryptée et la Ligue de football professionnel (LFP), vient d’ordonner à plusieurs géants des réseaux privés virtuels (VPN, ou virtual private network) de bloquer une ribambelle de sites de streaming piratant les compétitions de foot ou de rugby. Les solutions proposées par NordVPN, Proton, Cyberghost, Surfshark et Express VPN, étaient utilisées pour contourner les mesures de blocage déjà ordonnées à l’encontre des fournisseurs d’accès (comme Orange, Bouygues, Free ou SFR). Par l’attribution d’une nouvelle adresse IP, les abonnés pouvaient esquiver ces barrières en quelques clics. La juridiction parisienne a sifflé la fin du match et rejeté l’un après l’autre, l’ensemble des arguments opposés par ces prestataires. L’Informé diffuse les deux décisions.
Le tribunal judiciaire de Paris a constaté l’existence « d’atteintes graves et répétées aux droits exclusifs » des demandeurs. Il a ainsi ordonné aux différentes sociétés de mettre en œuvre, au plus tard dans un délai de trois jours, « toutes mesures propres à empêcher » l’accès à des dizaines de sites. Pour protéger les droits de Canal+, les mesures concernent quelque 200 sites. Elles devront perdurer jusqu’à la date du dernier match du championnat de la Premier league pour la saison 2024/2025, (25 mai 2025), de la Ligue des champions (31 mai 2025), du Top 14 de rugby (28 juin 2025). S’agissant de la défense des intérêts de la LFP, 25 sites sont cette fois concernés, afin de protéger les retransmissions des championnats de Ligue 1 et de Ligue 2, des matchs de barrages et des play-offs y afférents, et du Trophée des champions, pour la saison 2024/2025.
La décision est susceptible d’appel.
D1 Capital discloses updated portfolio positions in 13F filing: New BAC PRMB CNM SCHW ALK CP KRC RDDT INTC positions, Exited WMG STZ MMM DAL LYV
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions: BAC (7.3 mln shares), PRMB (5.2 mln), CNM (5 mln), SCHW (4.36 mln), ALK (4.1 mln), CP (2.33 mln), KRC (1.89 mln), RDDT (1.79 mln), INTC (1.4 mln), SGI (1.4 mln), USFD (1.3 mln), APO (1.3 mln), AFRM (820K), BDX (672K), CRS (617K), CVNA (370K), CDNS (198K), CLH (193K)
- Increased positions: ENTG (to 4.2 mln shares from 2.8 mln shares), XPO (to 3.1 mln from 2.0 mln), ANSS (to 864K from 249K), AMZN (to 951K from 409K), COF (to 811K from 487K), APP (to 790K from 481K), SNPS (to 335K from 253K), AMAT (to 205K from 181K)
- Maintained positions in: CART (22.55 mln shares)
- Closed positions: WMG (from 2.7 mln shares), STZ (from 1.5 mln), MMM (from 1.36 mln), DAL (from 1.3 mln), LYV (from 1 mln), VST (from 672K), PTC (from 589K), YPF (from 374K), MDB (from 327K), SPOT (from 326K), META (from 252K), MELI (from 45K)
- Decreased positions: NU (to 9.8 mln shares from 14.9 mln shares), WRBY (to 0.3 mln from 5.3 mln), GEHC (to 1.3 mln from 3.5 mln), PM (to 1.5 mln from 3.6 mln), QSR (to 0.09 mln from 1.8 mln), LINE (to 2.7 mln from 3.8 mln), LXEO (to 1.0 mln from 2.2 mln), BBWI (to 2.2 mln from 2.8 mln), RCL (to 1.1 mln from 1.6 mln)
Miller Value Partners (Bill Miller) discloses updated portfolio positions in 13F filing: New JELD DEA VZ positions, Increased CNDT GCI GTN NBR LNC AXL holdings, Exited ATKR PBI TEVA
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: JELD (776K), DEA (367K), VZ (198K), LYB (38K)
- Increased positions in: AXL (to 996K from 530K), FOSL (to 3 mln from 2.6 mln), CNDT (to 1.9 mln from 1.6 mln), GCI (to 2.7 mln from 2.4 mln), GTN (to 3.6 mln from 3.4 mln), NBR (to 389K from 281K), LNC (to 519K from 494K), TPC (to 91K from 76K), SMLR (to 53K from 43K), BBW (to 100K from 95K)
- Maintained positions in: QUAD (2574K), VTRS (619K), STLA (390K), CTO (384K), BFH (310K), UGI (292K), OMF (149K), ARLP (127K), BMY (108K)
- Closed positions in: ATKR (from 37K), PBI (from 24K), TEVA (from 11K)
- Decreased positions in: T (to 116K from 533K), UNFI (to 189K from 413K), WAL (to 83K from 141K), JXN (to 121K from 137K)
Hyperion Asset Management discloses updated portfolio positions in 13F filing: Boosted TSLA NOW holdings
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- Increased positions: TSLA (to 1.4 mln shares from 1.2 mln shares), NOW (to 313K from 284K), ASML (to 302K from 298K), V (to 242K from 239K), CRM (to 137K from 134K), MA (to 102K from 101K)
- Maintained positions: MSFT (597K), GOOGL (186K)
- Decreased positions: PLTR (to 2 mln shares from 2.3 mln shares), XYZ (to 2.84 mln from 3.13 mln), AMZN (to 1.18 mln from 1.38 mln), ABNB (to 211K from 330K), SPOT (to 360K from 472K), ROKU (to 342K from 375K), META (to 256K from 284K), WDAY (to 570K from 596K), COST (to 49K from 52K), CRM (to 137K from 134K)
Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New FIS SGI ICLR ELV positions, Boosted QSR GOOG WCC EXP holdings, Exited SNRE HUM GPC
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: FIS (3.49 mln shares), SGI (703K), ICLR (405K), ELV (246K)
- Increased positions in: QSR (to 3.89 mln shares from 2.9 mln shares), GOOG (to 2.08 mln from 1.43 mln), WCC (to 2.01 mln from 1.44 mln), EXP (to 910K from 638K)
- Maintained positions in: GDS (4.25 mln shares), CRH (2.69 mln shares), DG (2.1 mln shares), FERG (1.13 mln shares)
- Closed positions in: SNRE (from 2.34 mln shares), HUM (from 346K), GPC (from 315K)
- Decreased positions in: CLVT (to 10.8 mln shares from 36.3 mln shares), LBTYK (to 24.7 mln from 39.5 mln), VSAT (to 10.2 mln from 12.2 mln), SOLV (to 1.05 mln from 1.45 mln), WTW (to 1.5 mln from 1.8 mln)
Marathon Partners discloses updated portfolio positions in 13F filing: New LION AMRK positions, Boosted SXT RELY HSIC XMTR UBER holdings
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: LION (100K), AMRK (13K)
- Increased positions in: SXT (to 39K from 13K), RELY (to 950K from 925K), HSIC (to 108K from 88K), XMTR (to 265K from 255K), UBER (to 170K from 163K)
- Maintained positions in: TKO (114K), PRMB (38K), META (29K)
- Closed positions in: HLN (from 125K), JACK (from 50K), PTLO (from 35K), RGR (from 33K),
- Decreased positions in: EWCZ (to 225K from 275K), ATMU (to 140K from 145K), TPB (to 23K fom 25K)
Kerrisdale discloses updated portfolio positions in 13F filing: New FTRE MSOS QS positions, Increased STX LESL IMXI RTO AMZN holdings
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: FTRE (275K), MSOS (77K), QS (58K), GOGL (25K), FIGS (19K), ON (16K), PII (15K), SSTK (11K)
- Increased positions in: STX (to 565K from 140K), LESL (to 476K from 160K), IMXI (to 189K from 173K), RTO (to 128K from 113K), AMZN (to 57K from 44K), CC (to 32K from 22K), ZM (to 59K from 50K), ATKR (to 26K from 18K), CPNG (to 87K from 81K)
- Maintained positions in: SHC (795K), NE (330K)
- Closed positions in: GTX (from 262K), TTI (from 108K), CUTRQ (from 84K), MOS (from 71K), INTC (from 64K), CSTM (from 57K), LYFT (from 22K), DE (from 8K)
- Decreased positions in: ACMR (to 214K from 1948K), PRTS (to 252K from 539K), SYY (to 112K from 235K), CIB (to 129K from 220K), BABA (to 2K from 42K), DCTH (to 37K from 67K), NXE (to 51K from 78K), UNP (to 3K from 28K), PMTS (to 62K from 86K), GTM (to 291K from 311K), HSIC (to 10K from 30K), USB (to 23K from 38K), GOOGL (to 65K from 79K), WAB (to 24K from 38K), BAC (to 26K from 40K), KNX (to 26K from 40K), BITB (to 13K from 24K), WFC (to 9K from 19K)
SRS Investment Management discloses updated portfolio positions in 13F filing: New TPR HIMS MDB positions, Boosted UNH TSM holdings, Exited VSCO NVDA WDC DECK
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions: TPR (4.74 mln shares), HIMS (4 mln), MDB (1.4 mln), CVS (1.22 mln), RGTI (1.22 mln), TCOM (756K), ELV (146K)
- Increased positions: UNH (to 0.59 mln shares from 0.29 mln shares), TSM (to 0.79 mln from 0.77 mln), CAR (to 17.43 mln from 17.13 mln)
- Maintained positions: SNAP (73.72 mln shares) PLNT (4.7 mln shares), PDD (4.06 mln shares), UAL (2.9 mln shares), NFLX (2.03 mln shares), BURL (1.27 mln shares)
- Closed positions: VSCO (from 894K), NVDA (from 540K), WDC (from 286K), DECK (from 165K)
- Decreased positions: TEAM (to 1.01 mln shares from 1.31 mln shares), SPOT (to 147K from 398K), META (to 744K from 846K)
Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: Confirms new FRPT position, Increased LW RPD SPY MKL holdings, Exited WOLF
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: FRPT (0.73 mln shares)
- Increased positions in: LW (to 7.99 mln shares from 7.13 mln shares), RPD (to 4.11 mln from 3.69 mln), SPY (to 0.54 mln from 0.43 mln), MKL (to 0.16 mln from 0.11 mln)
- Maintained positions in: MRCY (6.94 mln shares), THS (4.91 mln shares), FIS (0.5 mln shares)
- Closed positions in: WOLF (from 4.99 mln shares)
- Decreased positions in: TRMB (to 3.95 mln shares from 4.18 mln shares)