13F: Any Insights From Institutional Moves?

Major institutions have been submitting their 13F filings to SEC, disclosing their U.S. stock holdings and positions for the second quarter. Warren Buffett took a $1.57 billion heavyweight position in a healthcare giant and continued trimming Apple; Hillhouse’s fund maintained heavy positions in Chinese concept stocks; Goldman Sachs made big bets on tech stocks, heavily holding Nvidia, Microsoft, Apple, and Meta; while BlackRock’s top favorites remained the U.S. “Magnificent Seven.” ---------- Any insights from 13F? Will you follow institutions?

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Spiders

2025-08-21

13F: Any Insights From Institutional Moves?

Major institutions have been submitting their 13F filings to the SEC, revealing their U.S. stock holdings and shifts in positions for the second quarter. These filings offer a glimpse into what some of the world’s most successful investors are doing. Highlights From the Latest 13F Filings Warren Buffett / Berkshire Hathaway: Buffett took a $1.57 billion position in a healthcare giant, while continuing to trim his Apple holdings. The move underscores his cautious optimism in healthcare, even as he steadily reduces exposure to a tech behemoth he has long championed. Hillhouse Capital: Hillhouse maintained heavy positions in Chinese concept stocks, signaling continued confidence in the long-term potential of the region despite regulatory and geopolitical uncertainties. Goldman Sachs: The bank

13F: Any Insights From Institutional Moves?

Kjjkxxx

2025-09-26

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These filings offer a glimpse into what some of the world’s most successful investors are doing. Highlights From the Latest 13F Filings Warren Buffett / Berkshire Hathaway: Buffett took a $1.57 billion position in a healthcare giant, while continuing to trim his Apple holdings. The move underscores his cautious optimism in healthcare, even as he steadily reduces exposure to a tech behemoth he has long championed. Hillhouse Capital: Hillhouse maintained heavy positions in Chinese concept stocks, signaling continued confidence in the long-term potential of the region despite regulatory and geopolitical uncertainties. Goldman Sachs: The bank","listText":"Major institutions have been submitting their 13F filings to the SEC, revealing their U.S. stock holdings and shifts in positions for the second quarter. These filings offer a glimpse into what some of the world’s most successful investors are doing. Highlights From the Latest 13F Filings Warren Buffett / Berkshire Hathaway: Buffett took a $1.57 billion position in a healthcare giant, while continuing to trim his Apple holdings. The move underscores his cautious optimism in healthcare, even as he steadily reduces exposure to a tech behemoth he has long championed. Hillhouse Capital: Hillhouse maintained heavy positions in Chinese concept stocks, signaling continued confidence in the long-term potential of the region despite regulatory and geopolitical uncertainties. Goldman Sachs: The bank","text":"Major institutions have been submitting their 13F filings to the SEC, revealing their U.S. stock holdings and shifts in positions for the second quarter. These filings offer a glimpse into what some of the world’s most successful investors are doing. Highlights From the Latest 13F Filings Warren Buffett / Berkshire Hathaway: Buffett took a $1.57 billion position in a healthcare giant, while continuing to trim his Apple holdings. The move underscores his cautious optimism in healthcare, even as he steadily reduces exposure to a tech behemoth he has long championed. Hillhouse Capital: Hillhouse maintained heavy positions in Chinese concept stocks, signaling continued confidence in the long-term potential of the region despite regulatory and geopolitical uncertainties. Goldman Sachs: The bank","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/470031680397528","isVote":1,"tweetType":1,"viewCount":3567,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011020","authorId":"10000000000011020","name":"Reg Ford","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011020","authorIdStr":"10000000000011020"},"content":"Buffett’s healthcare bet is interesting, but time lags matter.","text":"Buffett’s healthcare bet is interesting, but time lags matter.","html":"Buffett’s healthcare bet is interesting, but time lags matter."},{"author":{"id":"3479274772637387","authorId":"3479274772637387","name":"Liang0020","avatar":"https://static.tigerbbs.com/b236fdccfdb0530242ae425de1d77179","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274772637387","authorIdStr":"3479274772637387"},"content":"I appreciate your commitment to independent thinking","text":"I appreciate your commitment to independent thinking","html":"I appreciate your commitment to independent thinking"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469190327656696,"gmtCreate":1755586502182,"gmtModify":1755593210533,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Estée Lauder (EL) 13F Movement By Burry Might Mean Post Earnings Positive Signal","htmlText":"<a href=\"https://ttm.financial/S/EL\">$Estee Lauder(EL)$</a> is scheduled to release its fiscal Q4 2025 earnings before the market opens on August 20, 2025. Estée Lauder (EL), which is down over 80% from its peak of $350 to $69, is showing signs of a potential turnaround. Based on he 13F filing, we can see that despite its decline, it is the only remaining stock in Michael Burry’s 13F portfolio, and recent activity such as sizable January 2027 $110 call purchases and insider buying near current levels, these suggests renewed investor confidence. Overall Revenue : Analysts are expecting a decline in both the top and bottom lines for Q4. The Zacks consensus estimate for revenue is approximately $3.4 billion, representing a drop of over 12% year-over-year. Overall Earnings Per Share (EPS) : Th","listText":"<a href=\"https://ttm.financial/S/EL\">$Estee Lauder(EL)$</a> is scheduled to release its fiscal Q4 2025 earnings before the market opens on August 20, 2025. Estée Lauder (EL), which is down over 80% from its peak of $350 to $69, is showing signs of a potential turnaround. Based on he 13F filing, we can see that despite its decline, it is the only remaining stock in Michael Burry’s 13F portfolio, and recent activity such as sizable January 2027 $110 call purchases and insider buying near current levels, these suggests renewed investor confidence. Overall Revenue : Analysts are expecting a decline in both the top and bottom lines for Q4. The Zacks consensus estimate for revenue is approximately $3.4 billion, representing a drop of over 12% year-over-year. Overall Earnings Per Share (EPS) : Th","text":"$Estee Lauder(EL)$ is scheduled to release its fiscal Q4 2025 earnings before the market opens on August 20, 2025. Estée Lauder (EL), which is down over 80% from its peak of $350 to $69, is showing signs of a potential turnaround. Based on he 13F filing, we can see that despite its decline, it is the only remaining stock in Michael Burry’s 13F portfolio, and recent activity such as sizable January 2027 $110 call purchases and insider buying near current levels, these suggests renewed investor confidence. Overall Revenue : Analysts are expecting a decline in both the top and bottom lines for Q4. The Zacks consensus estimate for revenue is approximately $3.4 billion, representing a drop of over 12% year-over-year. Overall Earnings Per Share (EPS) : Th","images":[{"img":"https://community-static.tradeup.com/news/2c78162936ddd86ec305d7f3f1682343","width":"444","height":"607"},{"img":"https://community-static.tradeup.com/news/90e9bc11c6503ee8f0b0f8034ca231f9","width":"1615","height":"759"},{"img":"https://community-static.tradeup.com/news/d3ff08d1600ecb18c00517160c411d3d","width":"1170","height":"481"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":113,"commentSize":7,"repostSize":5,"link":"https://ttm.financial/post/469190327656696","isVote":1,"tweetType":1,"viewCount":4768,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4094526733194150","authorId":"4094526733194150","name":"Agxm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"idStr":"4094526733194150","authorIdStr":"4094526733194150"},"content":"Any insight for this?😂as far as I know, this stock drop a lot due to poor sale in China and the stock have been hovering between 85 to 95. So what is the recovery plan to increase the sale to pump the share price?","text":"Any insight for this?😂as far as I know, this stock drop a lot due to poor sale in China and the stock have been hovering between 85 to 95. So what is the recovery plan to increase the sale to pump the share price?","html":"Any insight for this?😂as far as I know, this stock drop a lot due to poor sale in China and the stock have been hovering between 85 to 95. So what is the recovery plan to increase the sale to pump the share price?"},{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011023","authorIdStr":"10000000000011023"},"content":"Burry’s holding + insider buys! Betting EL’s turnaround sticks.","text":"Burry’s holding + insider buys! Betting EL’s turnaround sticks.","html":"Burry’s holding + insider buys! Betting EL’s turnaround sticks."}],"imageCount":7,"langContent":"EN","totalScore":0},{"id":468915742929472,"gmtCreate":1755484723475,"gmtModify":1755484727091,"author":{"id":"3572916667219493","authorId":"3572916667219493","name":"Zarkness","avatar":"https://static.tigerbbs.com/4b8c61830c4883c4232aece921d89d14","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572916667219493","authorIdStr":"3572916667219493"},"themes":[],"title":"","htmlText":"Berkshire Hathaway bought<a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$&nbsp;</a> , Micheal burry , David teller ,renaissance and dodge &amp; cox all showed in 13F , bought it in 2nd quarter . You guys think ? They are all great traders ..: 😘❤️🌹","listText":"Berkshire Hathaway bought<a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$&nbsp;</a> , Micheal burry , David teller ,renaissance and dodge &amp; cox all showed in 13F , bought it in 2nd quarter . You guys think ? They are all great traders ..: 😘❤️🌹","text":"Berkshire Hathaway bought$UnitedHealth(UNH)$ , Micheal burry , David teller ,renaissance and dodge & cox all showed in 13F , bought it in 2nd quarter . You guys think ? They are all great traders ..: 😘❤️🌹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/468915742929472","isVote":1,"tweetType":1,"viewCount":2967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":468572398707504,"gmtCreate":1755422397346,"gmtModify":1755503957129,"author":{"id":"4093561479903300","authorId":"4093561479903300","name":"SPACE ROCKET","avatar":"https://community-static.tradeup.com/news/5f9c495dd9f776573648d60f1476fdab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093561479903300","authorIdStr":"4093561479903300"},"themes":[],"title":"","htmlText":"Berkshire Hathaway's 13F filing for the second quarter of 2025 has been released, revealing significant changes to <a href=\"https://ttm.financial/U/4180165723785092\">Warren Buffett</a>'s and his team's stock portfolio. The filing provides a snapshot of the firm's equity holdings as of June 30, 2025. Key Buys and New Positions ✅️ UnitedHealth Group (UNH) The most notable and surprising new position is a significant stake in UnitedHealth Group. This investment, worth about $1.6 billion, was accumulated under a request for confidential treatment from the SEC to avoid a price spike. The purchase is particularly interesting given that UnitedHealth has faced a Justice Department probe and other challenges. I do have stakes in UNH as well. ✅️ Chevron (CVX) Berkshire added to its position in C","listText":"Berkshire Hathaway's 13F filing for the second quarter of 2025 has been released, revealing significant changes to <a href=\"https://ttm.financial/U/4180165723785092\">Warren Buffett</a>'s and his team's stock portfolio. The filing provides a snapshot of the firm's equity holdings as of June 30, 2025. Key Buys and New Positions ✅️ UnitedHealth Group (UNH) The most notable and surprising new position is a significant stake in UnitedHealth Group. This investment, worth about $1.6 billion, was accumulated under a request for confidential treatment from the SEC to avoid a price spike. The purchase is particularly interesting given that UnitedHealth has faced a Justice Department probe and other challenges. I do have stakes in UNH as well. ✅️ Chevron (CVX) Berkshire added to its position in C","text":"Berkshire Hathaway's 13F filing for the second quarter of 2025 has been released, revealing significant changes to Warren Buffett's and his team's stock portfolio. The filing provides a snapshot of the firm's equity holdings as of June 30, 2025. Key Buys and New Positions ✅️ UnitedHealth Group (UNH) The most notable and surprising new position is a significant stake in UnitedHealth Group. This investment, worth about $1.6 billion, was accumulated under a request for confidential treatment from the SEC to avoid a price spike. The purchase is particularly interesting given that UnitedHealth has faced a Justice Department probe and other challenges. I do have stakes in UNH as well. ✅️ Chevron (CVX) Berkshire added to its position in C","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":7,"repostSize":4,"link":"https://ttm.financial/post/468572398707504","isVote":1,"tweetType":1,"viewCount":3582,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011024","authorId":"10000000000011024","name":"Astrid Stephen","avatar":"https://static.tigerbbs.com/1647de40d206ee3288442d8c4170cfa0","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011024","authorIdStr":"10000000000011024"},"content":"UNH buy’s telling—if he’s betting on its resilience, I’m paying attention. Trimmed AAPL but still holds big—smart.","text":"UNH buy’s telling—if he’s betting on its resilience, I’m paying attention. Trimmed AAPL but still holds big—smart.","html":"UNH buy’s telling—if he’s betting on its resilience, I’m paying attention. Trimmed AAPL but still holds big—smart."},{"author":{"id":"3572916667219493","authorId":"3572916667219493","name":"Zarkness","avatar":"https://static.tigerbbs.com/4b8c61830c4883c4232aece921d89d14","crmLevel":11,"crmLevelSwitch":0,"idStr":"3572916667219493","authorIdStr":"3572916667219493"},"content":"Nice , ur so sharp !!! 👍❤️🌹","text":"Nice , ur so sharp !!! 👍❤️🌹","html":"Nice , ur so sharp !!! 👍❤️🌹"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467884474019920,"gmtCreate":1755267264423,"gmtModify":1755504345221,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186204260634262","authorIdStr":"4186204260634262"},"themes":[],"title":"","htmlText":"13F Filing Secrets 📊 — What Buffett, BlackRock &amp; Goldman Are Really Buying Every quarter, U.S. institutions with $100M+ in assets pull back the curtain on their portfolios through 13F filings. These snapshots reveal billions in moves — but with a three-month lag. Still, they’re a goldmine for spotting trends and gauging where “smart money” is leaning. This quarter’s filings show healthcare bets, selective tech rotation, and a mixed stance on China. Here’s the breakdown 👇 --- Big Headlines from Q2 2025 Buffett’s Berkshire Hathaway: Dropped $1.57B into UnitedHealth (<a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;) at ~$314/share, trimmed Apple for the second straight quarter. Hillhouse Capital: Added to Alibaba","listText":"13F Filing Secrets 📊 — What Buffett, BlackRock &amp; Goldman Are Really Buying Every quarter, U.S. institutions with $100M+ in assets pull back the curtain on their portfolios through 13F filings. These snapshots reveal billions in moves — but with a three-month lag. Still, they’re a goldmine for spotting trends and gauging where “smart money” is leaning. This quarter’s filings show healthcare bets, selective tech rotation, and a mixed stance on China. Here’s the breakdown 👇 --- Big Headlines from Q2 2025 Buffett’s Berkshire Hathaway: Dropped $1.57B into UnitedHealth (<a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;) at ~$314/share, trimmed Apple for the second straight quarter. Hillhouse Capital: Added to Alibaba","text":"13F Filing Secrets 📊 — What Buffett, BlackRock & Goldman Are Really Buying Every quarter, U.S. institutions with $100M+ in assets pull back the curtain on their portfolios through 13F filings. These snapshots reveal billions in moves — but with a three-month lag. Still, they’re a goldmine for spotting trends and gauging where “smart money” is leaning. This quarter’s filings show healthcare bets, selective tech rotation, and a mixed stance on China. Here’s the breakdown 👇 --- Big Headlines from Q2 2025 Buffett’s Berkshire Hathaway: Dropped $1.57B into UnitedHealth ($UnitedHealth(UNH)$ ) at ~$314/share, trimmed Apple for the second straight quarter. Hillhouse Capital: Added to Alibaba","images":[{"img":"https://community-static.tradeup.com/news/0e4f30ee1f4a6225fba5b2c8bea88882","width":"1536","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/467884474019920","isVote":1,"tweetType":1,"viewCount":4114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":437784050672192,"gmtCreate":1747915111274,"gmtModify":1747923720160,"author":{"id":"4159970598736412","authorId":"4159970598736412","name":"Spiders","avatar":"https://community-static.tradeup.com/news/a08fe88b7b62506e5bc7ffed483a03a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4159970598736412","authorIdStr":"4159970598736412"},"themes":[],"title":"13F: Buffett and The Big Short Sales, Any Insights From Institutional Moves?","htmlText":"The latest 13F filings are out, and as always, they reveal some interesting institutional moves. I looked into what <a href=\"https://ttm.financial/U/4180165723785092\">Warren Buffett</a>'s Berkshire Hathaway and <a href=\"https://ttm.financial/U/4180240649875042\">Michael Burry</a>'s Scion Asset Management did in Q1 2025—not because I'm looking to copy them, but because I find it useful to understand how high-profile investors are adjusting in this market. That said, I don't treat these filings as signals to buy or sell anything. I don't follow moves blindly, and I don't think they tell the whole story. But they can offer useful context—if I filter them through my own judgment. Berkshire Hathaway's 13F filing Berkshire Hathaway exited its positions in Citigroup and Nu Holdings. It also reduce","listText":"The latest 13F filings are out, and as always, they reveal some interesting institutional moves. I looked into what <a href=\"https://ttm.financial/U/4180165723785092\">Warren Buffett</a>'s Berkshire Hathaway and <a href=\"https://ttm.financial/U/4180240649875042\">Michael Burry</a>'s Scion Asset Management did in Q1 2025—not because I'm looking to copy them, but because I find it useful to understand how high-profile investors are adjusting in this market. That said, I don't treat these filings as signals to buy or sell anything. I don't follow moves blindly, and I don't think they tell the whole story. But they can offer useful context—if I filter them through my own judgment. Berkshire Hathaway's 13F filing Berkshire Hathaway exited its positions in Citigroup and Nu Holdings. It also reduce","text":"The latest 13F filings are out, and as always, they reveal some interesting institutional moves. I looked into what Warren Buffett's Berkshire Hathaway and Michael Burry's Scion Asset Management did in Q1 2025—not because I'm looking to copy them, but because I find it useful to understand how high-profile investors are adjusting in this market. That said, I don't treat these filings as signals to buy or sell anything. I don't follow moves blindly, and I don't think they tell the whole story. But they can offer useful context—if I filter them through my own judgment. Berkshire Hathaway's 13F filing Berkshire Hathaway exited its positions in Citigroup and Nu Holdings. It also reduce","images":[{"img":"https://community-static.tradeup.com/news/2465f6cba0c24273e305de98704b7d20","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/58fceb15a2803a443abc3f06bbe74ea9","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/5e8b985276471a2294e3045bb15c5b58","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":977,"commentSize":3,"repostSize":37,"link":"https://ttm.financial/post/437784050672192","isVote":1,"tweetType":1,"viewCount":7119,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies.\"Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies.\"Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies.\"Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":437493076402944,"gmtCreate":1747840448572,"gmtModify":1747840452402,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"title":"","htmlText":"Nvidia is the King AI Winner. Full Stop","listText":"Nvidia is the King AI Winner. Full Stop","text":"Nvidia is the King AI Winner. Full Stop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/437493076402944","isVote":1,"tweetType":1,"viewCount":3560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":437434261729416,"gmtCreate":1747825327969,"gmtModify":1748918698221,"author":{"id":"3527667575564749","authorId":"3527667575564749","name":"Tom_Brady","avatar":"https://static.itradeup.com/news/b95551980766456e2ff4fbc6ca94e456","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667575564749","authorIdStr":"3527667575564749"},"themes":[],"title":"Follow the Money: NVIDIA’s 13F Reveals the Next AI Winners","htmlText":"If you thought the AI trade peaked in 2023, think again.While the hype around anything labeled “AI” has cooled since last year’s frenzy, the market is now shifting toward fundamentals — and the kingmaker is clearly NVIDIA <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> . Forget who’s talking about AI. The new question is: Who’s actually in NVIDIA’s inner circle?NVIDIA just filed its latest 13F, revealing six investments that offer a blueprint for where it thinks the next wave of AI growth will come from. It’s a full-stack bet — from raw compute to real-world applications — and might give us a serious edge if we’re looking to “copy its homework.”Let’s take a closer look at each name.1. <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> Key themes: Cloud compute | G","listText":"If you thought the AI trade peaked in 2023, think again.While the hype around anything labeled “AI” has cooled since last year’s frenzy, the market is now shifting toward fundamentals — and the kingmaker is clearly NVIDIA <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> . Forget who’s talking about AI. The new question is: Who’s actually in NVIDIA’s inner circle?NVIDIA just filed its latest 13F, revealing six investments that offer a blueprint for where it thinks the next wave of AI growth will come from. It’s a full-stack bet — from raw compute to real-world applications — and might give us a serious edge if we’re looking to “copy its homework.”Let’s take a closer look at each name.1. <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> Key themes: Cloud compute | G","text":"If you thought the AI trade peaked in 2023, think again.While the hype around anything labeled “AI” has cooled since last year’s frenzy, the market is now shifting toward fundamentals — and the kingmaker is clearly NVIDIA $NVIDIA(NVDA)$ . Forget who’s talking about AI. The new question is: Who’s actually in NVIDIA’s inner circle?NVIDIA just filed its latest 13F, revealing six investments that offer a blueprint for where it thinks the next wave of AI growth will come from. It’s a full-stack bet — from raw compute to real-world applications — and might give us a serious edge if we’re looking to “copy its homework.”Let’s take a closer look at each name.1. $CoreWeave, Inc.(CRWV)$ Key themes: Cloud compute | G","images":[{"img":"https://community-static.tradeup.com/news/fe37bcc09975084cd982aaeeabb681d7","width":"2248","height":"658"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":31,"commentSize":2,"repostSize":10,"link":"https://ttm.financial/post/437434261729416","isVote":1,"tweetType":1,"viewCount":23812,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010970","authorId":"10000000000010970","name":"AL_Ishan","avatar":"https://static.tigerbbs.com/cab7df5b408edf934b7780f3bcaceece","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010970","authorIdStr":"10000000000010970"},"content":"NVIDIA’s 13F just dropped and wow — they’re basically showing us the next AI winners. CoreWeave, Recursion, ARM… all future-facing plays. Honestly makes me even more bullish on $NVDA. They’re not just selling chips — they’re building the whole AI empire.🔥🔥🔥","text":"NVIDIA’s 13F just dropped and wow — they’re basically showing us the next AI winners. CoreWeave, Recursion, ARM… all future-facing plays. Honestly makes me even more bullish on $NVDA. They’re not just selling chips — they’re building the whole AI empire.🔥🔥🔥","html":"NVIDIA’s 13F just dropped and wow — they’re basically showing us the next AI winners. CoreWeave, Recursion, ARM… all future-facing plays. Honestly makes me even more bullish on $NVDA. They’re not just selling chips — they’re building the whole AI empire.🔥🔥🔥"},{"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"content":"Nvidia is the King AI Winner. Full Stop","text":"Nvidia is the King AI Winner. Full Stop","html":"Nvidia is the King AI Winner. Full Stop"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":436795067298576,"gmtCreate":1747675544889,"gmtModify":1747675548541,"author":{"id":"4107097862867960","authorId":"4107097862867960","name":"Patmos","avatar":"https://community-static.tradeup.com/news/d0b2e09fdb3dc618e98d3ac304599118","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107097862867960","authorIdStr":"4107097862867960"},"themes":[],"title":"","htmlText":"Selling is a short term solution but stocks always go up in the long run&nbsp;","listText":"Selling is a short term solution but stocks always go up in the long run&nbsp;","text":"Selling is a short term solution but stocks always go up in the long run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/436795067298576","isVote":1,"tweetType":1,"viewCount":3799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":436719782404320,"gmtCreate":1747673275332,"gmtModify":1747673279693,"author":{"id":"3572916667219493","authorId":"3572916667219493","name":"Zarkness","avatar":"https://static.tigerbbs.com/4b8c61830c4883c4232aece921d89d14","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572916667219493","authorIdStr":"3572916667219493"},"themes":[],"title":"","htmlText":"it's something that he see we don't . Financially for banks are in peak and some brewing are in .","listText":"it's something that he see we don't . Financially for banks are in peak and some brewing are in .","text":"it's something that he see we don't . Financially for banks are in peak and some brewing are in .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/436719782404320","isVote":1,"tweetType":1,"viewCount":2940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":436744528535928,"gmtCreate":1747663274718,"gmtModify":1747663278376,"author":{"id":"3581075786142701","authorId":"3581075786142701","name":"Kittyzai","avatar":"https://community-static.tradeup.com/news/da027903f8fb92f9af1f570807bb5f35","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581075786142701","authorIdStr":"3581075786142701"},"themes":[],"title":"","htmlText":"[财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"[财迷] [财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/436744528535928","isVote":1,"tweetType":1,"viewCount":3757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":436980467020048,"gmtCreate":1747652092339,"gmtModify":1747660272324,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I found the recent 13F filing details from Berkshire Hathaway <a href=\"https://ttm.financial/S/BRK.A\">$Berkshire Hathaway(BRK.A)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;quite revealing, especially given the shifts in their investment strategy for Q1 2025. The fact that they fully exited their positions in Citigroup and Nu Holdings, while also trimming stakes in Bank of America and Capital One Financial, makes me think they are reevaluating their exposure to the banking sector. I have been following Warren Buffett's moves for years, and this seems to signal a cautious approach, possibly due to concerns about economic uncertainty or interest rate pressures. I am curious about what t","listText":"I found the recent 13F filing details from Berkshire Hathaway <a href=\"https://ttm.financial/S/BRK.A\">$Berkshire Hathaway(BRK.A)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;quite revealing, especially given the shifts in their investment strategy for Q1 2025. The fact that they fully exited their positions in Citigroup and Nu Holdings, while also trimming stakes in Bank of America and Capital One Financial, makes me think they are reevaluating their exposure to the banking sector. I have been following Warren Buffett's moves for years, and this seems to signal a cautious approach, possibly due to concerns about economic uncertainty or interest rate pressures. I am curious about what t","text":"I found the recent 13F filing details from Berkshire Hathaway $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ quite revealing, especially given the shifts in their investment strategy for Q1 2025. The fact that they fully exited their positions in Citigroup and Nu Holdings, while also trimming stakes in Bank of America and Capital One Financial, makes me think they are reevaluating their exposure to the banking sector. I have been following Warren Buffett's moves for years, and this seems to signal a cautious approach, possibly due to concerns about economic uncertainty or interest rate pressures. I am curious about what t","images":[{"img":"https://community-static.tradeup.com/news/7f74e46305a05c253e7fb6e332b0a72d","width":"674","height":"786"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/436980467020048","isVote":1,"tweetType":1,"viewCount":5194,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4132300740238052","authorIdStr":"4132300740238052"},"content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":436419021795624,"gmtCreate":1747583899131,"gmtModify":1747618108066,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"title":"","htmlText":"Wall Street's Q1 Moves: 13F Filings Decoded for U.S. Stock Investors The latest 13F filings, mandated by the SEC for institutions managing over $100 million in U.S. equities, reveal Wall Street's Q1 2025 strategies.&nbsp; Here's a concise look at what major players like Berkshire Hathaway, Baillie Gifford, Bridgewater, and ARK Invest did—and what it means for investors. <a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$&nbsp;</a><v-v data-views=\"1\"></v-v> 's $259 billion portfolio, down $8 billion from Q4, remains heavily concentrated, with 89% in its top 10 holdings. Apple dominates at $66.6 billion, unchanged after 2024 trims, with Buffett praising CEO Tim Cook at the May 2025 shareholder meeting. Berkshire added to $Constellation Brands (STZ.US)$ and $Pool Corp (POOL.US","listText":"Wall Street's Q1 Moves: 13F Filings Decoded for U.S. Stock Investors The latest 13F filings, mandated by the SEC for institutions managing over $100 million in U.S. equities, reveal Wall Street's Q1 2025 strategies.&nbsp; Here's a concise look at what major players like Berkshire Hathaway, Baillie Gifford, Bridgewater, and ARK Invest did—and what it means for investors. <a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$&nbsp;</a><v-v data-views=\"1\"></v-v> 's $259 billion portfolio, down $8 billion from Q4, remains heavily concentrated, with 89% in its top 10 holdings. Apple dominates at $66.6 billion, unchanged after 2024 trims, with Buffett praising CEO Tim Cook at the May 2025 shareholder meeting. Berkshire added to $Constellation Brands (STZ.US)$ and $Pool Corp (POOL.US","text":"Wall Street's Q1 Moves: 13F Filings Decoded for U.S. Stock Investors The latest 13F filings, mandated by the SEC for institutions managing over $100 million in U.S. equities, reveal Wall Street's Q1 2025 strategies. Here's a concise look at what major players like Berkshire Hathaway, Baillie Gifford, Bridgewater, and ARK Invest did—and what it means for investors. $Berkshire Hathaway(BRK.B)$ 's $259 billion portfolio, down $8 billion from Q4, remains heavily concentrated, with 89% in its top 10 holdings. Apple dominates at $66.6 billion, unchanged after 2024 trims, with Buffett praising CEO Tim Cook at the May 2025 shareholder meeting. Berkshire added to $Constellation Brands (STZ.US)$ and $Pool Corp (POOL.US","images":[{"img":"https://community-static.tradeup.com/news/8f3a03116788b229877c3288b8c5be68","width":"952","height":"1764"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":6,"link":"https://ttm.financial/post/436419021795624","isVote":1,"tweetType":1,"viewCount":4203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":436456269140424,"gmtCreate":1747540340878,"gmtModify":1747547259519,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"title":"","htmlText":"Index Put Options Are Everywhere in Wall Street's 13F Fillings Institutions are reporting their 13F holding in the first quarter of 2025(as of 3/31/25), and they have demonstrated a keen interest in option strategies to hedge with the market uncertainties. We saw index put options everywhere, puts on <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;,&nbsp;<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; and&nbsp;<a href=\"https://ttm.financial/S/IWN\">$iShares Russell 2000 Value ETF(IWN)$ </a>&nbsp; surged up across their portfolios, signaling a downside protection. Tech stocks are still favored, but with lighter exposure to volatile names like&nbsp;","listText":"Index Put Options Are Everywhere in Wall Street's 13F Fillings Institutions are reporting their 13F holding in the first quarter of 2025(as of 3/31/25), and they have demonstrated a keen interest in option strategies to hedge with the market uncertainties. We saw index put options everywhere, puts on <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;,&nbsp;<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; and&nbsp;<a href=\"https://ttm.financial/S/IWN\">$iShares Russell 2000 Value ETF(IWN)$ </a>&nbsp; surged up across their portfolios, signaling a downside protection. Tech stocks are still favored, but with lighter exposure to volatile names like&nbsp;","text":"Index Put Options Are Everywhere in Wall Street's 13F Fillings Institutions are reporting their 13F holding in the first quarter of 2025(as of 3/31/25), and they have demonstrated a keen interest in option strategies to hedge with the market uncertainties. We saw index put options everywhere, puts on $SPDR S&P 500 ETF Trust(SPY)$ , $Invesco QQQ(QQQ)$ and $iShares Russell 2000 Value ETF(IWN)$ surged up across their portfolios, signaling a downside protection. Tech stocks are still favored, but with lighter exposure to volatile names like","images":[{"img":"https://community-static.tradeup.com/news/25b743915f988abee7a22a79f0d8d2c0","width":"1080","height":"423"},{"img":"https://community-static.tradeup.com/news/15c4f053b784d6367c07f248ec227d27","width":"1080","height":"565"},{"img":"https://community-static.tradeup.com/news/115f6da00980a85b13cd93489e8db116","width":"1079","height":"519"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":398,"commentSize":0,"repostSize":17,"link":"https://ttm.financial/post/436456269140424","isVote":1,"tweetType":1,"viewCount":6419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":436031051018752,"gmtCreate":1747488731047,"gmtModify":1747488735104,"author":{"id":"4192027907906022","authorId":"4192027907906022","name":"ELI_59","avatar":"https://community-static.tradeup.com/news/8f0db678e07fa297e21eddb33f939707","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192027907906022","authorIdStr":"4192027907906022"},"themes":[],"title":"","htmlText":"Congrats 🥳 Happy Trading All","listText":"Congrats 🥳 Happy Trading All","text":"Congrats 🥳 Happy Trading All","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/436031051018752","isVote":1,"tweetType":1,"viewCount":2945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435887517839984,"gmtCreate":1747454075272,"gmtModify":1747642307980,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"Xaddy_Analyst","avatar":"https://community-static.tradeup.com/news/ce2222167a012fbb02ed7519f44039bf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Buffett Ditches Banks, Burry Bets on Beauty: Secrets of the 13F Filings","htmlText":"The latest 13F filings have dropped, and the moves from Berkshire Hathaway and Michael Burry are turning heads. Warren Buffett’s trimming his bank exposure like it’s out of fashion, while Burry, the oracle of market meltdowns, has slashed his portfolio to a single stock. What’s behind these bold plays? Let’s break it down and uncover the insights. What’s a 13F Filing? These quarterly SEC reports are a goldmine, showing what institutional giants managing over $100 million are buying and selling. Today, we’re spotlighting Berkshire Hathaway and Michael Burry—two names that move markets. Berkshire’s Portfolio Shake-Up Buffett’s been busy with the pruning shears in Q1 2025. Here’s what Berkshire’s up to: Full Exits: Citigroup: Out completely. Nu Holdings: The Brazilian digital bank is gone too","listText":"The latest 13F filings have dropped, and the moves from Berkshire Hathaway and Michael Burry are turning heads. Warren Buffett’s trimming his bank exposure like it’s out of fashion, while Burry, the oracle of market meltdowns, has slashed his portfolio to a single stock. What’s behind these bold plays? Let’s break it down and uncover the insights. What’s a 13F Filing? These quarterly SEC reports are a goldmine, showing what institutional giants managing over $100 million are buying and selling. Today, we’re spotlighting Berkshire Hathaway and Michael Burry—two names that move markets. Berkshire’s Portfolio Shake-Up Buffett’s been busy with the pruning shears in Q1 2025. Here’s what Berkshire’s up to: Full Exits: Citigroup: Out completely. Nu Holdings: The Brazilian digital bank is gone too","text":"The latest 13F filings have dropped, and the moves from Berkshire Hathaway and Michael Burry are turning heads. Warren Buffett’s trimming his bank exposure like it’s out of fashion, while Burry, the oracle of market meltdowns, has slashed his portfolio to a single stock. What’s behind these bold plays? Let’s break it down and uncover the insights. What’s a 13F Filing? These quarterly SEC reports are a goldmine, showing what institutional giants managing over $100 million are buying and selling. Today, we’re spotlighting Berkshire Hathaway and Michael Burry—two names that move markets. Berkshire’s Portfolio Shake-Up Buffett’s been busy with the pruning shears in Q1 2025. Here’s what Berkshire’s up to: Full Exits: Citigroup: Out completely. Nu Holdings: The Brazilian digital bank is gone too","images":[{"img":"https://community-static.tradeup.com/news/b82a59ed677b286573fe7c21b28a19b9","width":"1052","height":"594"},{"img":"https://community-static.tradeup.com/news/7b0e0fed6215b35213f165fb33289295","width":"1145","height":"810"},{"img":"https://community-static.tradeup.com/news/54d7b92f6dc8b9aadad81573edbbeec5","width":"1024","height":"563"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":35,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/435887517839984","isVote":1,"tweetType":1,"viewCount":3987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},{"id":435825855836416,"gmtCreate":1747438526205,"gmtModify":1747546802442,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟Warren Buffett reduced&nbsp; his exposure to the financial sector by selling <a href=\"https://ttm.financial/S/C\"> $Citigroup(C)$ </a>as he believes that it is vulnerable to economic cycles, regulatory uncertainties and margin pressures.&nbsp;&nbsp; He could also be taking some profits as its share price has gone up. By trimming his bank position, Warren Buffett mitigates his exposure to risks in the financial sector amid shifting global interest rate trends. <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667618000160\"> @CaptainTiger </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/3527667671414981\"> @Tige</a>","listText":"🌟🌟🌟Warren Buffett reduced&nbsp; his exposure to the financial sector by selling <a href=\"https://ttm.financial/S/C\"> $Citigroup(C)$ </a>as he believes that it is vulnerable to economic cycles, regulatory uncertainties and margin pressures.&nbsp;&nbsp; He could also be taking some profits as its share price has gone up. By trimming his bank position, Warren Buffett mitigates his exposure to risks in the financial sector amid shifting global interest rate trends. <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667618000160\"> @CaptainTiger </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/3527667671414981\"> @Tige</a>","text":"🌟🌟🌟Warren Buffett reduced his exposure to the financial sector by selling $Citigroup(C)$ as he believes that it is vulnerable to economic cycles, regulatory uncertainties and margin pressures. He could also be taking some profits as its share price has gone up. By trimming his bank position, Warren Buffett mitigates his exposure to risks in the financial sector amid shifting global interest rate trends. @Tiger_comments @TigerStars @CaptainTiger @Tiger_SG @Tige","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":122,"commentSize":24,"repostSize":1081,"link":"https://ttm.financial/post/435825855836416","isVote":1,"tweetType":1,"viewCount":28151,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583571359572641","authorId":"3583571359572641","name":"Tony Boon","avatar":"https://community-static.tradeup.com/news/e7090d1e1d330d9f46f450df88abac91","crmLevel":12,"crmLevelSwitch":0,"idStr":"3583571359572641","authorIdStr":"3583571359572641"},"content":"Thought he retired already ? He is great investment guru indeed. Normally follow his trend better. Cheers.","text":"Thought he retired already ? He is great investment guru indeed. Normally follow his trend better. Cheers.","html":"Thought he retired already ? He is great investment guru indeed. Normally follow his trend better. Cheers."},{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4132300740238052","authorIdStr":"4132300740238052"},"content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435823170003344,"gmtCreate":1747438066545,"gmtModify":1747455002439,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟Warren Buffett has long been regarded as a value investor, seeking stocks that are selling below their intrinsic value. His recent 13F report&nbsp; shows his belief in buying companies with durable competitive advantages. Warren Buffett's purchase of additional stocks of&nbsp; <a href=\"https://ttm.financial/S/OXY\"> $Occidental(OXY)$ </a>indicates his belief that Occidental&nbsp; is&nbsp; undervalued relative to its long term potential.&nbsp; Occidental is a established leader in the US Energy sector and benefits from robust oil and gas reserves. Warren Buffett also likes stocks that pay good dividends and Occidental fulfil that criteria with a dividend yield of 2.23%. <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>","listText":"🌟🌟🌟Warren Buffett has long been regarded as a value investor, seeking stocks that are selling below their intrinsic value. His recent 13F report&nbsp; shows his belief in buying companies with durable competitive advantages. Warren Buffett's purchase of additional stocks of&nbsp; <a href=\"https://ttm.financial/S/OXY\"> $Occidental(OXY)$ </a>indicates his belief that Occidental&nbsp; is&nbsp; undervalued relative to its long term potential.&nbsp; Occidental is a established leader in the US Energy sector and benefits from robust oil and gas reserves. Warren Buffett also likes stocks that pay good dividends and Occidental fulfil that criteria with a dividend yield of 2.23%. <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>","text":"🌟🌟🌟Warren Buffett has long been regarded as a value investor, seeking stocks that are selling below their intrinsic value. His recent 13F report shows his belief in buying companies with durable competitive advantages. Warren Buffett's purchase of additional stocks of $Occidental(OXY)$ indicates his belief that Occidental is undervalued relative to its long term potential. Occidental is a established leader in the US Energy sector and benefits from robust oil and gas reserves. Warren Buffett also likes stocks that pay good dividends and Occidental fulfil that criteria with a dividend yield of 2.23%. @Tiger_comments","images":[{"img":"https://community-static.tradeup.com/news/26636ea024649a92962d0d5c6c117611"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":145,"commentSize":30,"repostSize":1250,"link":"https://ttm.financial/post/435823170003344","isVote":1,"tweetType":1,"viewCount":29584,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"j islandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"content":"thank you for sharing","text":"thank you for sharing","html":"thank you for sharing"},{"author":{"id":"4098098188330620","authorId":"4098098188330620","name":"MojoStellar","avatar":"https://static.tigerbbs.com/9e757a91c3f486e5fb2bd8b91f998420","crmLevel":12,"crmLevelSwitch":1,"idStr":"4098098188330620","authorIdStr":"4098098188330620"},"content":"great insights 👍","text":"great insights 👍","html":"great insights 👍"}],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":470031680397528,"gmtCreate":1755791291564,"gmtModify":1755841739803,"author":{"id":"4159970598736412","authorId":"4159970598736412","name":"Spiders","avatar":"https://community-static.tradeup.com/news/a08fe88b7b62506e5bc7ffed483a03a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4159970598736412","idStr":"4159970598736412"},"themes":[],"title":"13F: Any Insights From Institutional Moves?","htmlText":"Major institutions have been submitting their 13F filings to the SEC, revealing their U.S. stock holdings and shifts in positions for the second quarter. These filings offer a glimpse into what some of the world’s most successful investors are doing. Highlights From the Latest 13F Filings Warren Buffett / Berkshire Hathaway: Buffett took a $1.57 billion position in a healthcare giant, while continuing to trim his Apple holdings. The move underscores his cautious optimism in healthcare, even as he steadily reduces exposure to a tech behemoth he has long championed. Hillhouse Capital: Hillhouse maintained heavy positions in Chinese concept stocks, signaling continued confidence in the long-term potential of the region despite regulatory and geopolitical uncertainties. Goldman Sachs: The bank","listText":"Major institutions have been submitting their 13F filings to the SEC, revealing their U.S. stock holdings and shifts in positions for the second quarter. These filings offer a glimpse into what some of the world’s most successful investors are doing. Highlights From the Latest 13F Filings Warren Buffett / Berkshire Hathaway: Buffett took a $1.57 billion position in a healthcare giant, while continuing to trim his Apple holdings. The move underscores his cautious optimism in healthcare, even as he steadily reduces exposure to a tech behemoth he has long championed. Hillhouse Capital: Hillhouse maintained heavy positions in Chinese concept stocks, signaling continued confidence in the long-term potential of the region despite regulatory and geopolitical uncertainties. Goldman Sachs: The bank","text":"Major institutions have been submitting their 13F filings to the SEC, revealing their U.S. stock holdings and shifts in positions for the second quarter. These filings offer a glimpse into what some of the world’s most successful investors are doing. Highlights From the Latest 13F Filings Warren Buffett / Berkshire Hathaway: Buffett took a $1.57 billion position in a healthcare giant, while continuing to trim his Apple holdings. The move underscores his cautious optimism in healthcare, even as he steadily reduces exposure to a tech behemoth he has long championed. Hillhouse Capital: Hillhouse maintained heavy positions in Chinese concept stocks, signaling continued confidence in the long-term potential of the region despite regulatory and geopolitical uncertainties. Goldman Sachs: The bank","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/470031680397528","isVote":1,"tweetType":1,"viewCount":3567,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011020","authorId":"10000000000011020","name":"Reg Ford","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011020","idStr":"10000000000011020"},"content":"Buffett’s healthcare bet is interesting, but time lags matter.","text":"Buffett’s healthcare bet is interesting, but time lags matter.","html":"Buffett’s healthcare bet is interesting, but time lags matter."},{"author":{"id":"3479274772637387","authorId":"3479274772637387","name":"Liang0020","avatar":"https://static.tigerbbs.com/b236fdccfdb0530242ae425de1d77179","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274772637387","idStr":"3479274772637387"},"content":"I appreciate your commitment to independent thinking","text":"I appreciate your commitment to independent thinking","html":"I appreciate your commitment to independent thinking"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":482701217280392,"gmtCreate":1758877503472,"gmtModify":1758878392905,"author":{"id":"4219400546357732","authorId":"4219400546357732","name":"Kjjkxxx","avatar":"https://community-static.tradeup.com/news/55e2abbd59fb29e36f331fbe167d702f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219400546357732","idStr":"4219400546357732"},"themes":[],"title":"Tiger Brokers AU new customer rewards","htmlText":"Find out more here: <a href=\"https://au.etasphere.com/activity/market/lego/?id=AUzerofee&amp;actionID=83744b0e4584b72fa613149f9a52ddc8&amp;skin=1&amp;os=iOS&amp;uuid=4219400546357732&amp;utm_source=invite&amp;utm_campaign=AC1733744861478RZLifA&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=a6f2704439ec988dff582b2d4c71fbeb&amp;invite=ZZCZ5M&amp;lang=en_US\">Tiger Brokers AU new customer rewards</a> - 4x zero brokerage trades and zero FX fees for exchanging up to AUD 2,000 every month!","listText":"Find out more here: <a href=\"https://au.etasphere.com/activity/market/lego/?id=AUzerofee&amp;actionID=83744b0e4584b72fa613149f9a52ddc8&amp;skin=1&amp;os=iOS&amp;uuid=4219400546357732&amp;utm_source=invite&amp;utm_campaign=AC1733744861478RZLifA&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=a6f2704439ec988dff582b2d4c71fbeb&amp;invite=ZZCZ5M&amp;lang=en_US\">Tiger Brokers AU new customer rewards</a> - 4x zero brokerage trades and zero FX fees for exchanging up to AUD 2,000 every month!","text":"Find out more here: Tiger Brokers AU new customer rewards - 4x zero brokerage trades and zero FX fees for exchanging up to AUD 2,000 every month!","images":[{"img":"https://static.tigerbbs.com/0982a70a961bc5c3ec36a93070c46f6a"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/482701217280392","isVote":1,"tweetType":1,"viewCount":1759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}]}