>>> Tiger Global discloses updated portfolio positions in 13F filing: New ZKH UN

Tiger Global discloses updated portfolio positions in 13F filing: New ZKH UNH QCOM AMAT RBRK positions, Exited CART FRPH
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
  • New positions in: ZKH (8.2 mln shares), UNH (2.35 mln), QCOM (1.86 mln), AMAT (0.9 mln), RBRK (0.25 mln)
  • Increased positions in: GRAB (to 92.92 mln shares from 66.8 mln shares), SE (to 16.04 mln from 15 mln), LLY (to 0.93 mln from 0.89 mln)
  • Maintained positions in: NU (18.43 mln shares), APO (12.29 mln shares), GOOGL (10.31 mln shares), NVDA (9.68 mln shares-post split), META (7.47 mln shares), AMZN (6.32 mln shares), TTWO (5.64 mln shares), MSFT (5.34 mln shares), UBER (3.01 mln shares), DASH (2.2 mln shares), WDAY (1.88 mln shares), CRWD (0.9 mln shares), NOW (0.58 mln shares), LRCX (0.35 mln shares), AVGO (0.18 mln shares)
  • Closed positions in: CART (from 1.76 mln shares), FRSH (from 0.2 mln)
  • Decreased positions in: JD (to 0.82 mln shares from 3.14 mln shares), ZI (to 9.36 mln from 11.59 mln), CPAY (to 1.05 mln from 1.33 mln)

>>> Scion Asset Management (Michael Burry) discloses updated portfolio positions

Scion Asset Management (Michael Burry) discloses updated portfolio positions in 13F filing: New HPP OLPX BCAB positions
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
  • New positions in: HPP (1.14 mln shares), OLPX (1 mln), BCAB (0.63 mln), FOUR (0.1 mln), MOH (0.02 mln)
  • Increased positions in: BIDU (to 0.08 mln shares from 0.04 mln shares), BABA (to 0.16 mln from 0.13 mln)
  • Maintained positions in: ACIC (0.25 mln shares)
  • Closed positions in: PHYS (from 0.44 mln shares), SB (from 0.4 mln), SBLK (from 0.25 mln), BP (from 0.18 mln), C (from 0.13 mln), VTLE (from 0.13 mln), SQ (from 90K shares), AAP (85K shares), FSLR (30K shares), HCA (25K shares), CI (20K shares)
  • Decreased positions in: REAL (to 1 mln shares from 1.41 mln shares), JD (to 0.25 mln from 0.36 mln)

FT : German police seal off air base over sabotage fears

German police seal off air base over sabotage fears
Move reflects heightened concern that Russia may be plotting violent acts across Europe

German police temporarily sealed off an air base near Cologne as they investigated a suspected case of sabotage, authorities have said, with media reports indicating its water supply had been contaminated.

The operation at the military facility, an important hub for western allies’ military support of Ukraine, comes at a time of heightened concern in European capitals that Russia could be plotting violent acts across the continent as it commits to a course of permanent conflict with the west.

Intelligence agencies believe Russia has already begun to prepare covert bombings, arson attacks and damage to infrastructure in Europe, either directly or through proxies.

Col Arne Collatz, a spokesperson for the defence ministry, said an intruder was suspected of illegally entering the Cologne-Wahn barracks and carrying out an act of sabotage. He said investigators as well as officials of the State Protection Office, a police unit that deals with politically motivated crimes, were at the air base, which was set to reopen later on Wednesday.

“You can assume that the safety of barracks has absolute priority at the moment and everyone is very alert to possible gaps [in security] that might arise,” Collatz said. 

Authorities also said there had been another incident at a Nato air base in Geilenkirchen, close to Germany’s border with the Netherlands, and said they could not exclude a link with the suspected sabotage in Cologne-Wahn. The security level was raised at the facility, but it was not sealed off, Nato said.

The news magazine Spiegel reported that the saboteur at Cologne-Wahn may have contaminated the barracks’ water supply. It cited internal communications in which soldiers and civilian employees were warned not to drink any tap water. Collatz declined to comment. The air base has its own waterworks.

A statement by the Bundeswehr’s territorial leadership command said it “wishes all members of the armed forces who had come to harm during the incident a speedy and complete recovery”. The Bundeswehr did not say how many people had been affected or provide other details about the incident.

Spiegel said the military air base to the south-east of Cologne, the biggest city in the western state of North Rhine-Westphalia, provides military support for Kyiv, while Ukrainian soldiers who undergo training in Germany return home from the facility.

It also hosts several military and civilian departments of the Bundeswehr as well as the headquarters of the department that provides military planes to German cabinet ministers for official trips. The facility is adjacent to Cologne’s commercial airport.

Spiegel said Bundeswehr officers inspecting the site on Wednesday morning found a hole in a section of fence surrounding the barracks.

Thomas Haldenwang, head of German domestic intelligence, said in April that the “risk of state-controlled acts of sabotage [had] significantly increased” in recent months. He said Russia now seemed comfortable carrying out operations on European soil “[with] a high potential for damage”.

He was speaking just days after two German-Russian nationals were arrested in Bayreuth, Bavaria, for allegedly plotting to attack military and logistics sites in Germany on behalf of Russia.

Meanwhile, two men were charged in the UK in late April with having started a fire at a warehouse containing aid shipments for Ukraine. English prosecutors have accused them of working for the Russian government.

>>> Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13

Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: Affirms new RPD holding and new BL FTRE positions, Added to WOLF TRMB THS, Exited FRPT
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
  • New positions in: RPD (2.72 mln shares), BL (1.15 mln), FTRE (0.69 mln)
  • Increased positions in: WOLF (to 6.17 mln shares from 4.56 mln shares), TRMB (to 4.18 mln from 3.76 mln), THS (to 4.91 mln from 4.91 mln)
  • Maintained positions in: MRCY (6.92 mln shares) EHAB (2.08 mln shares)
  • Closed positions in: FRPT (from 1.09 mln shares)
  • Decreased positions in: FIS (to 3.14 mln shares from 3.44 mln shares), SPY (to 0.44 mln from 0.68 mln), QDEL (to 1.03 mln from 1.2 mln) FYBR (to 9.58 mln from 9.72 mln)