The Motley Fool

NOVEMBER 11, 2024

With the understanding that Citadel's hedge fund has hedged its positions with options contracts, its 13F shows that stakes in AI-fueled data-mining specialist Palantir Technologies (NYSE: PLTR) and AI networking solutions colossus Broadcom (NASDAQ: AVGO) were increased by 1,140% and 64%, respectively, during the June-ended quarter.

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Hedge Funds Stakes Asset Management Assets 246

The Motley Fool

MARCH 6, 2025

Berkshire significantly trimmed its stakes in two of its largest holdings, Apple and Bank of America , and the company hasn't been too interested in buying its own stock, repurchasing far fewer shares in 2024 than in prior years. The company runs one of the four large credit card networks in the world and has a large credit card portfolio.

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Stakes Banks Conglomerates Portfolios 246

The Motley Fool

JANUARY 11, 2025

Today, Berkshire Hathaway is worth nearly $1 trillion; its success is the culmination of a buy-and-hold strategy for numerous private businesses and stakes in public corporations. If Berkshire Hathaway's stakes in public companies happen to pay dividends , they go to Berkshire's balance sheet in the same way.

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Stakes Shareholders Banks Public Companies 246

The Motley Fool

MARCH 19, 2025

Those subsidiaries generated plenty of cash for building Berkshire's investment portfolio. Today, that portfolio is worth $276 billion and holds positions in 44 stocks. Amazon Amazon, the world's largest e-commerce and cloud infrastructure company, accounts for 0.70% of Berkshire's portfolio. billion stake now accounts for 2.9%

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Conglomerates Financial Institutions Banks Stakes 245

The Motley Fool

JANUARY 3, 2025

million shares of Nvidia, nearly tripling his stake. million shares of Apple, reducing his stake by 90%. million shares of Nvidia, increasing his stake by 75%. The 10 stocks that made the cut could produce monster returns in the coming years. It is now his third-largest position excluding options. He also sold 4.9

Hedge Funds 246

Hedge Funds Stakes Asset Management Prospects 246

Private Equity Insights

MARCH 18, 2025

This transaction underscores the growing interest of private equity firms in the energy sector, particularly in assets that can provide stable returns while contributing to the energy transition. This move aligns with the firm’s strategy to support the transition to a more sustainable energy future while ensuring grid reliability.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Portfolios Stakes 147

The Motley Fool

NOVEMBER 16, 2024

In the second quarter of 2024, David Tepper increased his stake in Uber by 10% to 1.5 million shares, and Daniel Loeb lifted his stake by 320% to 2.1 But instead of completely exiting those higher-growth markets, it retained equity stakes in most of those companies. million shares. The Motley Fool has a disclosure policy.

Enterprise Values 245

Enterprise Values Stakes Amortization Depreciation 245

The Motley Fool

APRIL 17, 2025

It's common for investors to look at their portfolios and wonder "What if." For example, you might wonder what your portfolio would be worth if you'd sold a certain stock or two. Well, from April 15, 2020 to April 15, 2025, a $10,000 stake would have become worth. Or what would have happened if you'd bought a certain stock.

Investing 245

Investing Stakes Funds Portfolios 245

The Motley Fool

OCTOBER 28, 2024

Just look at Nvidia (NASDAQ: NVDA) -a speculative gaming chip maker in 1999 turned artificial intelligence (AI) titan, turning a $500 initial stake into $1.88 NVDA data by YCharts Let's examine 12 innovative companies that could deliver similar transformative returns over the next quarter century.

Returns 244

Returns Exchange-Traded Funds Leveraging Stakes 244

Private Equity Insights

JANUARY 16, 2025

Ardians secondary platform focuses on acquiring stakes in existing private equity funds and portfolios, offering liquidity to institutional investors looking to rebalance their holdings. By targeting a variety of geographies and sectors, the firm aims to build a well-diversified portfolio that aligns with investor goals.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Pension Funds Stakes 147

The Motley Fool

FEBRUARY 14, 2025

In his six decades as Berkshire's chief, he's overseen a nearly 5,700,000% aggregate return in his company's Class A shares (BRK.A). Form 4 filings show that Buffett and his crew added to Berkshire Hathaway's stake in Occidental Petroleum (NYSE: OXY) , as well, during the fourth quarter. CEO Warren Buffett. The nearly 8.9

Securities and Exchange Commission (SEC) 228

Securities and Exchange Commission (SEC) Legal Hedge Funds Stakes 228

The Motley Fool

NOVEMBER 10, 2024

The company, run by investor Warren Buffett, keeps trimming its equity portfolio and is now sitting on close to $325 billion in cash on its balance sheet. He sold yet again in the third quarter, reducing the stake for Berkshire Hathaway to an estimated 300 million shares worth around $69.9 Should you trim Apple along with Buffett?

Stakes 245

Stakes Taxes Shareholders Portfolios 245

The Motley Fool

APRIL 8, 2025

Wood added to her stakes in Nvidia (NASDAQ: NVDA) , Baidu (NASDAQ: BIDU) , and Iridium Communications (NASDAQ: IRDM) on Monday, a day that featured the market's widest swing in the last five years. Wood is getting a good price by adding to Baidu here as she waits for a potential return to historical growth levels.

Stock Market 296

Stock Market Stock Market Enterprise Values Exchange-Traded Funds 296

The Motley Fool

APRIL 11, 2025

Growth-seeking investors with $1,000 (or any other amount of money) in available cash they can commit to a long-term trade should consider scooping up a stake in the iShares S&P 500 Growth ETF (NYSEMKT: IVW) over any other alternative. The 10 stocks that made the cut could produce monster returns in the coming years. Here's why.

Exchange-Traded Funds 236

Exchange-Traded Funds Investing Stakes Funds 236

The Motley Fool

OCTOBER 10, 2024

Stanley Druckenmiller slashed his fund's stake in Nvidia Druckenmiller tends to minimize risks when investing and attempts to align his portfolio with the health of the U.S. The 1,545.370 shares sold by Druckenmiller reduced his fund's stake in Wall Street's AI darling by roughly 88% to just 214,060 shares. and global economy.

Stakes 246

Stakes Exchange-Traded Funds Asset Management Funds 246

The Motley Fool

MARCH 28, 2025

While it includes 24 holdings, just three stocks represent the lion's share of the portfolio. as of February compared to about 34% in February 2024 -- but Microsoft still represents the largest position in the trust portfolio. As the only tech stock in the portfolio, it offers significant artificial intelligence (AI) exposure.

Portfolios 246

Portfolios Due Diligence Stakes Returns 246

The Motley Fool

JANUARY 2, 2025

They are also the company's largest shareholders, which means they have a direct stake in its long-term success. However, as part of the spinoff, Uber retained a stake in Serve and it currently holds around 12% of its outstanding shares. The 10 stocks that made the cut could produce monster returns in the coming years.

Stakes 246

Stakes Shareholders Capital Investors 246

The Motley Fool

SEPTEMBER 23, 2024

Since becoming CEO in the mid-1960s, he's overseen a cumulative return in his company's Class A shares (BRK.A) The Oracle of Omaha has a secret $602 million portfolio, and three AI stocks are getting the heave-ho In 1998, Berkshire Hathaway acquired General Re in an all-share deal valued at $22 billion. CEO Warren Buffett.

Portfolios 244

Portfolios Asset Management Stakes Assets 244

The Motley Fool

FEBRUARY 20, 2025

The silver lining If there was a silver lining, it would be the fact that Berkshire did not sell any more of its stake in Apple (NASDAQ: AAPL) , the largest stock in the S&P 500 (consuming over 7% of the index), in the fourth quarter. Berkshire trimmed 67% of its stake in Apple in the first three quarters of 2024.

Stock Market 200

Stock Market Stock Market Exchange-Traded Funds Stakes 200

The Motley Fool

OCTOBER 17, 2024

Laffont completely exited Coatue's stake in Palantir Let me preface the following discussion by pointing out that Coatue Management is an actively managed fund. Further, Laffont reduced his fund's stake in 30 companies and completely sold out of 23 during the second quarter.

Stakes 246

Stakes Hedge Funds Asset Management Assets 246

The Motley Fool

OCTOBER 22, 2024

During the second quarter, Yass's fund jettisoned 52,497,275 shares of Nvidia's stock, which reduced its stake by 73% from the March-ended quarter. During the June-ended quarter, Yass oversaw the purchase of 2,347,500 shares of Broadcom, which increased Susquehanna's stake by 73% to 5,582,590 shares.

Stakes 246

Stakes Hedge Funds Buyout Asset Management 246

The Motley Fool

FEBRUARY 28, 2025

Let's dig into why that is such an important date for Netflix and explore what's at stake for the company's reputation. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

Stakes 242

Stakes Returns Companies Investors 242

The Motley Fool

OCTOBER 28, 2024

During his nearly 60 years as CEO, he's overseen an aggregate return in his company's Class A shares (BRK.A) Generally, Buffett is attracted to time-tested, profitable businesses, with strong management teams, well-defined competitive advantages, and established capital-return programs. of more than 5,500,000%! Apple: $92.2 Apple: $92.2

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

OCTOBER 24, 2024

During the June-ended quarter, Griffin oversaw the disposition of a sizable percentage of his fund's stake in market-leading AI stock Nvidia (NASDAQ: NVDA) , but chose pile into another AI company that appears to have a virtually insurmountable moat. Griffin increased his fund's stake in this unique AI stock by more than 1,100%!

Stakes 246

Stakes Hedge Funds Exchange-Traded Funds Stock Exchanges 246

The Motley Fool

JANUARY 23, 2025

However, four existing holdings in Berkshire's $297 billion portfolio of publicly traded securities are using AI to supercharge their legacy businesses. of Berkshire Hathaway's portfolio Berkshire bought shares in Domino's Pizza (NASDAQ: DPZ) during the third quarter of 2024 (ended Sept. Start Your Mornings Smarter! Amazon: 0.8%

Portfolios 246

Portfolios Conglomerates Investing Stakes 246

The Motley Fool

NOVEMBER 19, 2024

Englander's Millennium slashes its stake in one of Wall Street's most-prominent AI stocks With the exception of Nvidia , there's probably not a hotter AI stock on the planet right now than Palantir. Millennium Management's 13F shows that 9,309,333 shares of Nio were purchased, which increased the fund's stake by 196.3% in three months.

Stakes 246

Stakes Funds Assets Returns 246

The Motley Fool

JANUARY 6, 2025

However, from time to time, a company may invest in other businesses and acquire a small equity stake. See the 10 stocks Within this portfolio, none has gained more attention than SoundHound. I think Nebius' current roadmap is compelling enough for AI investors to consider a position in their portfolio.

Conglomerates 246

Conglomerates Venture Capital Education Stakes 246

The Motley Fool

NOVEMBER 16, 2024

Nvidia (NASDAQ: NVDA) first disclosed a stake in fellow semiconductor company Arm Holdings (NASDAQ: ARM) in the fourth quarter of 2023. The position was valued at $147 million at the time, but a recently filed Form 13F shows the position is now worth more than $280 million and accounts for about 65% of Nvidia's $433 million stock portfolio.

Portfolios 246

Portfolios Investing Stakes Accounting 246

The Motley Fool

JANUARY 16, 2025

These estimates exclude any contribution from DIRECTV, since AT&T has struck a deal to sell its remaining stake in the satellite TV company. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

Stakes 246

Stakes Returns Capital Companies 246

Private Equity Insights

APRIL 9, 2025

equity stake in Lincoln Financial in a $825m all-cash deal, marking the start of a long-term strategic partnership between the global investment firm and the NYSE-listed life insurance and retirement services provider. Bain Capital has also agreed to certain limitations on divesting its stake. million shares at $44.00

Capital Investments 147

Capital Investments Capital Stakes Investing 147

Private Equity Insights

JANUARY 16, 2025

The fund will invest in a diversified portfolio of growth-focused businesses across sectors with high potential. Sagard aims to deliver strong returns by leveraging its expertise in alternative investments and its track record in private equity. Source: Canada Newswire Can’t stop reading?

High Net Worth Individuals 147

High Net Worth Individuals Accredited Investors Investors Funds 147

The Motley Fool

OCTOBER 9, 2024

investment company has delivered a compound annual return of 19.8% With that said, three existing stocks in Berkshire's $315 billion portfolio of publicly listed securities are deploying AI into their legacy businesses in unique ways. Under Warren Buffett's leadership as CEO, the Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Conglomerates 246

Conglomerates Portfolios Investing Stakes 246

The Motley Fool

OCTOBER 9, 2024

These filings reveal which stocks "smart money" portfolio managers bought and sold during the most recent quarter. According to Appaloosa's latest 13F, the firm dumped 84% of its stake in semiconductor stock Nvidia (NASDAQ: NVDA) in the second quarter.

Stakes 246

Stakes Hedge Funds Prospects Companies 246

The Motley Fool

NOVEMBER 24, 2024

Most of that rally occurred this July after Nvidia revealed that it had taken a 10% stake in the company. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. But it ended the first day at just $3.11

Mergers and Acquisitions 241

Mergers and Acquisitions Enterprise Values Stakes Returns 241

The Motley Fool

SEPTEMBER 26, 2024

Only one of these premier businesses completed a reverse split -- and it's the stock I've more than quintupled my stake in since mid-April. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

Legal 244

Legal Stakes Stock Exchanges Returns 244

The Motley Fool

OCTOBER 21, 2024

Englander's Millennium dumped more than half its stake in Palantir over three months Palantir has been a continuous holding in Millennium Management's mammoth portfolio since it became a public company in September 2020. This lifted Millennium's stake in the beverage leader by 347% in a three-month period to 7,009,050 shares.

Stakes 246

Stakes Hedge Funds Public Companies Asset Management 246

The Motley Fool

APRIL 15, 2025

Investors can benefit from this market uncertainty by picking small stakes in high-quality, fundamentally strong AI stocks with sustainable competitive advantages, such as Meta Platforms (NASDAQ: META) , Broadcom (NASDAQ: AVGO) , and Palantir Technologies (NASDAQ: PLTR). government's tariff policies.

Stakes 147

Stakes Capital Assets Returns 147