Moves
Every disclosed AI move by the tracked legends this 13F season — new positions and exits are the strongest signals.
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⚠ Disclaimer:For education and information only. Not investment advice.
▲ Buy side: new & added
- NewCBRSCathie WoodNewly public AI chip24Weak
- NewPLTRDuan YongpingNew position (AI software)24Weak
- AddedAMZNCathie WoodCloud + AI platform98Strong consensus
- AddedAMZNStanley DruckenmillerAdded two quarters running98Strong consensus
- AddedAMZNDavid TepperNearly doubled — #1 holding98Strong consensus
- AddedBRK.BDuan YongpingAdded — #2 holding22Weak
- AddedCRWVCathie WoodPure-play GPU cloud22Weak
- AddedGOOGLStanley DruckenmillerFull-stack AI at a relatively reasonable valuation54Split
- AddedMUDavid TepperBet on the HBM memory cycle22Weak
- AddedNFLXPhilippe LaffontSharply added (+76%)22Weak
- AddedNVDADuan YongpingSharply added to #342Split
- AddedPDDDuan YongpingAdded — #4 holding22Weak
- AddedTEMCathie WoodAI + healthcare data22Weak
▼ Sell side: trimmed & exited
- TrimmedAAPLDuan Yongping#1 holding (slightly trimmed)20Weak
- TrimmedMETAPhilippe LaffontPartly trimmed4Weak
- TrimmedNVDADavid TepperTrimmed ~13%42Split
- TrimmedNVDAPhilippe LaffontTrimmed42Split