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BREAKING: Bill Ackman just bought Meta.
For 10% of their portfolio — likely a top 7 position.
They made they announcement at Pershing Square 2026 Annual Investor Presentation.
Now we wait for the 13F for details.
#$META
For 10% of their portfolio — likely a top 7 position.
They made they announcement at Pershing Square 2026 Annual Investor Presentation.
Now we wait for the 13F for details.
#$META
February 11, 2026 at 9:44 PM
BREAKING: Bill Ackman just bought Meta.
For 10% of their portfolio — likely a top 7 position.
They made they announcement at Pershing Square 2026 Annual Investor Presentation.
Now we wait for the 13F for details.
#$META
For 10% of their portfolio — likely a top 7 position.
They made they announcement at Pershing Square 2026 Annual Investor Presentation.
Now we wait for the 13F for details.
#$META
BREAKING: Cathie Wood and ARK bought $10,000,000 worth of Roblox shares yesterday.
She now owns stock for roughly $400M.
7th largest position
#$RBLX
She now owns stock for roughly $400M.
7th largest position
#$RBLX
February 10, 2026 at 10:23 PM
BREAKING: Cathie Wood and ARK bought $10,000,000 worth of Roblox shares yesterday.
She now owns stock for roughly $400M.
7th largest position
#$RBLX
She now owns stock for roughly $400M.
7th largest position
#$RBLX
Investors are positioning for the GTA VI launch.
Take-Two holders:
• Chase Coleman: $1.1B (9th largest)
• Renaissance: $86M
• Ken Griffin: $64M
• Mario Gabelli: $12M
Q4 filings are about to drop.
High likelihood that investors are taking advantage of the Google Genie dip.
#$TTWO
Take-Two holders:
• Chase Coleman: $1.1B (9th largest)
• Renaissance: $86M
• Ken Griffin: $64M
• Mario Gabelli: $12M
Q4 filings are about to drop.
High likelihood that investors are taking advantage of the Google Genie dip.
#$TTWO
February 9, 2026 at 9:07 PM
Investors are positioning for the GTA VI launch.
Take-Two holders:
• Chase Coleman: $1.1B (9th largest)
• Renaissance: $86M
• Ken Griffin: $64M
• Mario Gabelli: $12M
Q4 filings are about to drop.
High likelihood that investors are taking advantage of the Google Genie dip.
#$TTWO
Take-Two holders:
• Chase Coleman: $1.1B (9th largest)
• Renaissance: $86M
• Ken Griffin: $64M
• Mario Gabelli: $12M
Q4 filings are about to drop.
High likelihood that investors are taking advantage of the Google Genie dip.
#$TTWO
Halvorsen is already up +84% in Philip Morris.
He increased his stake 2 quarters in a row. The stake is now worth $809,000,000
His 19th largest position.
#$PM
He increased his stake 2 quarters in a row. The stake is now worth $809,000,000
His 19th largest position.
#$PM
February 7, 2026 at 9:59 PM
Halvorsen is already up +84% in Philip Morris.
He increased his stake 2 quarters in a row. The stake is now worth $809,000,000
His 19th largest position.
#$PM
He increased his stake 2 quarters in a row. The stake is now worth $809,000,000
His 19th largest position.
#$PM
Richard Pzena’s Q4 trades are out.
He tripled his position in PPG Industries, the paint & coatings supplier.
The stake is now worth $898,000,000
Trading at PE 18.
#$PPG
He tripled his position in PPG Industries, the paint & coatings supplier.
The stake is now worth $898,000,000
Trading at PE 18.
#$PPG
February 6, 2026 at 9:32 PM
Richard Pzena’s Q4 trades are out.
He tripled his position in PPG Industries, the paint & coatings supplier.
The stake is now worth $898,000,000
Trading at PE 18.
#$PPG
He tripled his position in PPG Industries, the paint & coatings supplier.
The stake is now worth $898,000,000
Trading at PE 18.
#$PPG
He just took a huge bet in Texas Instruments.
In Q4, Chris Davis increased his stake with +23%. Adding 535,000 shares worth $92,000,000.
Position: $642M
Total return: +541%
#$TXN
In Q4, Chris Davis increased his stake with +23%. Adding 535,000 shares worth $92,000,000.
Position: $642M
Total return: +541%
#$TXN
February 2, 2026 at 10:00 PM
He just took a huge bet in Texas Instruments.
In Q4, Chris Davis increased his stake with +23%. Adding 535,000 shares worth $92,000,000.
Position: $642M
Total return: +541%
#$TXN
In Q4, Chris Davis increased his stake with +23%. Adding 535,000 shares worth $92,000,000.
Position: $642M
Total return: +541%
#$TXN
Mohnish Pabrai had a rough year.
But you got to admire the conviction.
He holds only 5 stocks:
• Warrior Met Coal: $161M (35%)
• Transocean Ltd: $121M (26%)
• Alpha Metallurgical: $112M (24%)
• Valaris Ltd: $62M (13%)
• Noble Corp Plc: $9M (2%)
Unique portfolio. AUM: $565M
#$HCC #$RIG #$AMR #$VAL
But you got to admire the conviction.
He holds only 5 stocks:
• Warrior Met Coal: $161M (35%)
• Transocean Ltd: $121M (26%)
• Alpha Metallurgical: $112M (24%)
• Valaris Ltd: $62M (13%)
• Noble Corp Plc: $9M (2%)
Unique portfolio. AUM: $565M
#$HCC #$RIG #$AMR #$VAL
February 1, 2026 at 6:38 PM
A small-cap fintech stock at PE 18
Jim Simons fund RenTech increased their stake in Payoneer in Q3, buying 259,000 new shares.
Total stake: $22,000,000
Market cap: $2.3B
#$PAYO
Jim Simons fund RenTech increased their stake in Payoneer in Q3, buying 259,000 new shares.
Total stake: $22,000,000
Market cap: $2.3B
#$PAYO
January 30, 2026 at 8:06 PM
A small-cap fintech stock at PE 18
Jim Simons fund RenTech increased their stake in Payoneer in Q3, buying 259,000 new shares.
Total stake: $22,000,000
Market cap: $2.3B
#$PAYO
Jim Simons fund RenTech increased their stake in Payoneer in Q3, buying 259,000 new shares.
Total stake: $22,000,000
Market cap: $2.3B
#$PAYO
This gold stock is up +570% in a year
Yesterday John Paulson increased his stake in International Tower Hill Mines with 18,000,000 new shares, worth $50,000,000
Now his 5th largest holding.
#$THM
Yesterday John Paulson increased his stake in International Tower Hill Mines with 18,000,000 new shares, worth $50,000,000
Now his 5th largest holding.
#$THM
January 28, 2026 at 10:53 PM
This gold stock is up +570% in a year
Yesterday John Paulson increased his stake in International Tower Hill Mines with 18,000,000 new shares, worth $50,000,000
Now his 5th largest holding.
#$THM
Yesterday John Paulson increased his stake in International Tower Hill Mines with 18,000,000 new shares, worth $50,000,000
Now his 5th largest holding.
#$THM
The machines are talking.
Baillie Gifford just reported Q4 trades, and took a huge bet on IoT company Samsara.
They now own $1.46B worth of shares, making it their 17th largest position.
#$IOT
Baillie Gifford just reported Q4 trades, and took a huge bet on IoT company Samsara.
They now own $1.46B worth of shares, making it their 17th largest position.
#$IOT
January 27, 2026 at 10:28 PM
The machines are talking.
Baillie Gifford just reported Q4 trades, and took a huge bet on IoT company Samsara.
They now own $1.46B worth of shares, making it their 17th largest position.
#$IOT
Baillie Gifford just reported Q4 trades, and took a huge bet on IoT company Samsara.
They now own $1.46B worth of shares, making it their 17th largest position.
#$IOT
The craziest silver trade of 2025.
First Eagle bought $149,000,000 worth of shares in Pan American Silver.
It’s now worth $247,000,000.
Up +68% in a few months.
#$PAAS
First Eagle bought $149,000,000 worth of shares in Pan American Silver.
It’s now worth $247,000,000.
Up +68% in a few months.
#$PAAS
January 26, 2026 at 8:32 PM
The craziest silver trade of 2025.
First Eagle bought $149,000,000 worth of shares in Pan American Silver.
It’s now worth $247,000,000.
Up +68% in a few months.
#$PAAS
First Eagle bought $149,000,000 worth of shares in Pan American Silver.
It’s now worth $247,000,000.
Up +68% in a few months.
#$PAAS
Intuitive Surgical just saw its largest smart-money inflow in 5 years.
$850,000,000 bought by 11 hedge funds in Q3.
Buyers:
• Ken Griffin: $236M (+144%)
• Steven Cohen: $135M (+84%)
• Paul Tudor Jones: $57M (New)
• Jeremy Grantham: $24M (+5%)
• Ken Fisher: $20M (+1%)
#$ISRG
$850,000,000 bought by 11 hedge funds in Q3.
Buyers:
• Ken Griffin: $236M (+144%)
• Steven Cohen: $135M (+84%)
• Paul Tudor Jones: $57M (New)
• Jeremy Grantham: $24M (+5%)
• Ken Fisher: $20M (+1%)
#$ISRG
January 25, 2026 at 4:22 PM
Intuitive Surgical just saw its largest smart-money inflow in 5 years.
$850,000,000 bought by 11 hedge funds in Q3.
Buyers:
• Ken Griffin: $236M (+144%)
• Steven Cohen: $135M (+84%)
• Paul Tudor Jones: $57M (New)
• Jeremy Grantham: $24M (+5%)
• Ken Fisher: $20M (+1%)
#$ISRG
$850,000,000 bought by 11 hedge funds in Q3.
Buyers:
• Ken Griffin: $236M (+144%)
• Steven Cohen: $135M (+84%)
• Paul Tudor Jones: $57M (New)
• Jeremy Grantham: $24M (+5%)
• Ken Fisher: $20M (+1%)
#$ISRG
Smart money is betting on the fitness trend.
Planet Fitness saw one of the largest hedge-fund inflows ever in Q3.
Ken Griffin, Ray Dalio, Ron Baron, Joel Greenblatt, and Steven Cohen bought $226,300,000 worth of shares.
No sellers. Go Bryan Johnson.
$PLNT
Planet Fitness saw one of the largest hedge-fund inflows ever in Q3.
Ken Griffin, Ray Dalio, Ron Baron, Joel Greenblatt, and Steven Cohen bought $226,300,000 worth of shares.
No sellers. Go Bryan Johnson.
$PLNT
January 23, 2026 at 8:53 PM
Smart money is betting on the fitness trend.
Planet Fitness saw one of the largest hedge-fund inflows ever in Q3.
Ken Griffin, Ray Dalio, Ron Baron, Joel Greenblatt, and Steven Cohen bought $226,300,000 worth of shares.
No sellers. Go Bryan Johnson.
$PLNT
Planet Fitness saw one of the largest hedge-fund inflows ever in Q3.
Ken Griffin, Ray Dalio, Ron Baron, Joel Greenblatt, and Steven Cohen bought $226,300,000 worth of shares.
No sellers. Go Bryan Johnson.
$PLNT
Andreas Halvorsen has increased his stake in Nike 3 quarters in a row.
In Q3, he added 2M shares worth $150M (+29%)
Position now: $516M
$NKE
In Q3, he added 2M shares worth $150M (+29%)
Position now: $516M
$NKE
January 21, 2026 at 9:08 PM
Andreas Halvorsen has increased his stake in Nike 3 quarters in a row.
In Q3, he added 2M shares worth $150M (+29%)
Position now: $516M
$NKE
In Q3, he added 2M shares worth $150M (+29%)
Position now: $516M
$NKE
A second level defence bet hidden in plain sight?
Take a look at military boots maker Wolverine World Wide.
Top holders include:
• Blackrock: $213M
• Steven Cohen: $30M
• Paul Tudor Jones: $5M
EV/EBIT 14
$WWW #WWW #STOCKS #INVESTING
Take a look at military boots maker Wolverine World Wide.
Top holders include:
• Blackrock: $213M
• Steven Cohen: $30M
• Paul Tudor Jones: $5M
EV/EBIT 14
$WWW #WWW #STOCKS #INVESTING
January 18, 2026 at 4:36 PM
A second level defence bet hidden in plain sight?
Take a look at military boots maker Wolverine World Wide.
Top holders include:
• Blackrock: $213M
• Steven Cohen: $30M
• Paul Tudor Jones: $5M
EV/EBIT 14
$WWW #WWW #STOCKS #INVESTING
Take a look at military boots maker Wolverine World Wide.
Top holders include:
• Blackrock: $213M
• Steven Cohen: $30M
• Paul Tudor Jones: $5M
EV/EBIT 14
$WWW #WWW #STOCKS #INVESTING
Smart-money is buying this stock aggressively for the first time ever.
$187,000,000 worth of shares was bought in Q3 by Ray Dalio, Ken Griffin, and Steven Cohen.
This mid-cap biotech stop looks cheap on PE basis.
$PTCT
$187,000,000 worth of shares was bought in Q3 by Ray Dalio, Ken Griffin, and Steven Cohen.
This mid-cap biotech stop looks cheap on PE basis.
$PTCT
January 17, 2026 at 7:52 AM
Smart-money is buying this stock aggressively for the first time ever.
$187,000,000 worth of shares was bought in Q3 by Ray Dalio, Ken Griffin, and Steven Cohen.
This mid-cap biotech stop looks cheap on PE basis.
$PTCT
$187,000,000 worth of shares was bought in Q3 by Ray Dalio, Ken Griffin, and Steven Cohen.
This mid-cap biotech stop looks cheap on PE basis.
$PTCT
Baillie Gifford bought Iris Energy in Q3
They acquired 563,000 shares worth $23,700,000
Up +74% since entry
$IREN
They acquired 563,000 shares worth $23,700,000
Up +74% since entry
$IREN
January 13, 2026 at 5:02 PM
Baillie Gifford bought Iris Energy in Q3
They acquired 563,000 shares worth $23,700,000
Up +74% since entry
$IREN
They acquired 563,000 shares worth $23,700,000
Up +74% since entry
$IREN
Ray Dalio just doubled his position in LAM Research
... and made it his 4th largest holding.
It’s now worth $607,000,000 – netting the investor a gain of 104%.
A pure pick-and-shovel play for semiconductors.
$LRCX #Stocks
... and made it his 4th largest holding.
It’s now worth $607,000,000 – netting the investor a gain of 104%.
A pure pick-and-shovel play for semiconductors.
$LRCX #Stocks
January 11, 2026 at 10:36 PM
Ray Dalio just doubled his position in LAM Research
... and made it his 4th largest holding.
It’s now worth $607,000,000 – netting the investor a gain of 104%.
A pure pick-and-shovel play for semiconductors.
$LRCX #Stocks
... and made it his 4th largest holding.
It’s now worth $607,000,000 – netting the investor a gain of 104%.
A pure pick-and-shovel play for semiconductors.
$LRCX #Stocks
Ken Griffin has a small-cap tech name on his radar.
DigitalOcean attracted over $50,000,000 of smart money in Q3.
Top holders include Blackrock ($460M), Ken Griffin ($105M), and Steven Cohen ($16M).
This cloud infra play trades at just PE 21
$DOCN
DigitalOcean attracted over $50,000,000 of smart money in Q3.
Top holders include Blackrock ($460M), Ken Griffin ($105M), and Steven Cohen ($16M).
This cloud infra play trades at just PE 21
$DOCN
January 10, 2026 at 11:34 PM
Ken Griffin has a small-cap tech name on his radar.
DigitalOcean attracted over $50,000,000 of smart money in Q3.
Top holders include Blackrock ($460M), Ken Griffin ($105M), and Steven Cohen ($16M).
This cloud infra play trades at just PE 21
$DOCN
DigitalOcean attracted over $50,000,000 of smart money in Q3.
Top holders include Blackrock ($460M), Ken Griffin ($105M), and Steven Cohen ($16M).
This cloud infra play trades at just PE 21
$DOCN
Copper bulls?
Steven Cohen, Ray Dalio, and Ken Griffin all hold small positions in this tiny copper-gold miner.
The stock is up +96% in one year.
$ERO
Steven Cohen, Ray Dalio, and Ken Griffin all hold small positions in this tiny copper-gold miner.
The stock is up +96% in one year.
$ERO
January 9, 2026 at 4:09 PM
Copper bulls?
Steven Cohen, Ray Dalio, and Ken Griffin all hold small positions in this tiny copper-gold miner.
The stock is up +96% in one year.
$ERO
Steven Cohen, Ray Dalio, and Ken Griffin all hold small positions in this tiny copper-gold miner.
The stock is up +96% in one year.
$ERO