13F Insights | Supercharge Your Investments with Warren Buffett, Ray Dalio, and Soros
M+ Global Updates 16/05/2024 13:51

Berkshire Hathaway's top buys/sells in Q1 includes new $6.7B Chubb stake

Kevin Dietsch

Source: Seeking Alpha

Bridgewater's Top Q1 Buys, Sells: Amazon, AMD, Medtronic, CME, Others

Arturo Holmes

Bridgewater Associates, the hedge fund founded by billionaire investor Ray Dalio, took new stakes in Amazon (NASDAQ: $Amazon.com, Inc. AMZN$ ), with 1.05M shares, Advanced Micro Devices (NASDAQ: $Advanced Micro Devices, Inc. AMD$ ), with 679K shares, and Medtronic (NYSE: $Medtronic Plc MDT$ ), with 680K shares, during the first quarter, according to its latest 13F filing dated earlier this week.

Conversely, the fund exited its positions in CME Group (NASDAQ: $CME Group Inc. Class A CME$ ), Discover Financial Services (NYSE: $Discover Financial Services DFS$ ) and Monolithic Power Systems (NASDAQ: $Monolithic Power Systems, Inc. MPWR$ ).

It boosted its holdings in Nvidia (NASDAQ: $NVIDIA Corporation NVDA$ ), to 705K shares from 268K, Apple (NASDAQ: $Apple Inc. AAPL$ ), to 1.84M from 1.10K, and Microsoft (NASDAQ: $Microsoft Corporation MSFT$ ), to 580K from 198K.

Stakes that were trimmed during Q1 include Cisco Systems (NASDAQ: $Cisco Systems, Inc. CSCO$ ), to 118K from 1.92M, Coca-Cola (NYSE: $Coca-Cola Company KO$ ), to 6.29M from 8.00M, and Costco (NASDAQ: $Costco Wholesale Corporation COST$ ), to 535K from 688K, the filing showed.

Source: Seeking Alpha

Soros Fund Management's top buy and sells in Q1

Sean Gallup
  • Soros Fund Management took new stakes in PG&E Corp. (NYSE: $PG&E Corporation PCG$ ), with 2.12M shares, WestRock Company (NYSE: $WestRock Co. WRK$ ), with 900K shares, and Sunrun (NASDAQ: $Sunrun Inc. RUN$ ), with 2.08M shares, during Q1 2024, the investment firm and family office disclosed Wednesday in its latest 13F filing.
  • The fund, founded by billionaire investor George Soros, boosted its positions in Aramark (NYSE: $Aramark ARMK$ ), to 2.06M shares from 518K shares and D.R. Horton (NYSE: $D.R. Horton, Inc. DHI$ ), to 179K from 70K.
  • Reduced its holdings in Amazon (NASDAQ: $Amazon.com, Inc. AMZN$ ), to 396K from 557K, and Sempra (NYSE: $Sempra Energy SRE$ ), to 44K from 500K, according to the filing.

Source: Seeking Alpha

More about 13F filings:

Institutional investment managers with over $100 million in qualifying assets under management are mandated by the US Securities and Exchange Commission (SEC) to file quarterly Form 13F reports. These reports reveal the manager's long positions in publicly traded securities, including stocks and ETFs, as of the end of the preceding quarter.

How can investors use it?

As concluded by investing.com writer Daniel Shvartsman, investors can track the 13Fs for some advantages:

  • Identify institutional investors with a track record of outperforming the market and track their current holdings
  • Find potential investment themes or trends from the 13Fs


The content is provided as general information only and should not be taken as investment advice. All the contents shall not be taken as a recommendation to buy or sell any security or financial instruments. Any action you take resulting from information, analysis, or commentary on this article is your responsibility. Please consult your investment advisor before making any investments.

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