Блог им. ejik
ADAGE CAPITAL PARTNERS
Top new buys: PRAH, AEVA, F, PNTM, PAX, APTV, VRT, MIT, EPIX, PTC
Top exits: MMM, CEO, IMVT, KMB, SRPT, STEM, SAIC, NVAX, VALE, NVT
Boosted stakes in: FTV, ALXN, MRK, HON, JNJ, MSFT, BAC, GOOG, GOOGL, W
Cut stakes in: RPRX, AAPL, BURL, EYE, XOM, DOV, UAA, AMZN, DLTR, EIX
APPALOOSA
Top new buys: CHK, PSFE, DHI, MOS, AR, IQ, APA, ETWO, BP, DISCA
Top exits: SQ, WFC, MMP, TEN, KMI, ENBL
Boosted stakes in: XLE, OXY, XOP, UNH, GT, FCX, ADS, QCOM
Cut stakes in: PCG, BABA, TMUS, TWTR, PYPL, DIS, MA, AMZN, V, CRM
BALYASNY ASSET MANAGEMENT
Top new buys: WFC, COHR, INTC, ISRG, SCHW, HIG, PHM, FDX, HON, MTD
Top exits: PYPL, NVDA, XOM, RTX, JBHT, AAPL, STLA, SBUX, PG, KR
Boosted stakes in: TGT, BK, ZTS, AMZN, MS, MA, ALGN, CNI, ATVI, INFO
Cut stakes in: GOOGL, BABA, DIS, NFLX, MSFT, TEAM, TSCO, V, BAC, PANW
BAUPOST GROUP
Top new buys: WLTW, IFF, NUVB, CGEM, AJAX, TBA, AVAN, HZON, RTP, LMACA
Top exits: MPC, RBAC, RADI, VIST
Boosted stakes in: INTC, GOOG, QRVO, FB, MU, VRNT, PEAK, SSNC
Cut stakes in: EBAY, FOXA, ATRA, FNF
BERKSHIRE HATHAWAY
Top new buys: AON
Top exits: SYF, SU
Boosted stakes in: KR, VZ, RH, MMC
Cut stakes in: CVX, WFC, MRK, STNE, LBTYA, ABBV, AXTA, BMY, SIRI, GM
BRIDGEWATER ASSOCIATES
Top new buys: LOW, HD, JCI, LULU, DD, SHW, ECL, TSLA, KMX, F
Top exits: NOW, ADBE, SCCO, NVDA, APD, ATVI, ADSK, DE, AMAT, LRCX
Boosted stakes in: PG, KO, JNJ, MCD, WMT, TT, EL, APTV, PEP, WFC
Cut stakes in: GLD, EEM, IAU, SPY, IVV, VEA, PDD, EFA, IEFA, IEMG
COATUE MANAGEMENT
Top new buys: OSCR, MRNA, FTCH, RLX, TWLO, AI, LMND, BNTX, QS, DDD
Top exits: LRCX, JD, AYX, NVDA, DT, BABA, CREE, EXPE, GPS, MU
Boosted stakes in: LI, GH, XPEV, AMZN, NKLA, SE, SNOW, LSPD, COUP, VLDR
Cut stakes in: PYPL, DIS, PTON, CRWD, ZM, GPN, SQ, TSLA, UBER, PLAN
CORVEX MANAGEMENT
Top new buys: MSFT, EXPE, BLMN, AJAX, CAP, HZON, TWND, AACQ, HEC, FIII
Top exits: WDAY, ADBE, AEO, ZEN, HCA, HUM, EVRG, CNP, STEM
Boosted stakes in: EXC, GOOGL, TMUS, CCEP, AMZN, JPM, ATUS
Cut stakes in: MGM, FE, ATVI, GLD, NFLX
D1 CAPITAL PARTNERS
Top new buys: BKNG, DDOG, AMZN, DECK, MRVI, BAX, DRI, TEAM, BX, EDU
Top exits: IR, PNC, CLVT, DT, MSGS, MU, SMAR, KRC, BABA, ESS
Boosted stakes in: MSFT, EXPE, NFLX, FB, GOOGL, DIS, RH, JPM, DHR, TGT
Cut stakes in: LYV, CVNA, AVB, ORLY, HPP, BLL, LVS, DEI, AAP, RACE
DUQUESNE FAMILY OFFICE
Top new buys: C, PLTR, ON, BKNG, INTU, BLDR, FB, TSM, JPM, CAT
Top exits: DIS, NEE, CCL, IQV, ADI, WDAY, SMAR, SMH, NYT, ELAN
Boosted stakes in: EXPE, SBUX, CMI, UBER, GOOGL, USFD, TECK, FLEX, VALE, LIN
Cut stakes in: TMUS, NUAN, MSFT, CVNA, NET, MELI, PENN, AMZN, PANW, SE
ELLIOTT MANAGEMENT
Top new buys: ETWO, DISCK, TTD, RYAAY, FB, PFG
Top exits: FFIV, FNV, XOP
Boosted stakes in: TWTR, MPC, PINS, SNAP
Cut stakes in: CRMD
EMINENCE CAPITAL
Top new buys: AAP, NICE, ETWO, WBA, LIVN, NSTG, CHTR, CCK, SNRH, PFGC
Top exits: DD, CHNG, FISV, WWE, OUT, CNC, AVTR, WELL, VRT, VVV
Boosted stakes in: DNB, AMZN, EXPE, WSC, RRR, GOOG, AON, PSTG, PEGA, ABG
Cut stakes in: USFD, MIC, RHP, DFS, PLAY, NUAN, BERY, NEWR, CNNE, COF
ENGAGED CAPITAL
Top new buys: CORE
Top exits: MGLN
Boosted stakes in: NCR
Cut stakes in: QUOT, IWM
FIR TREE
Top new buys: CIT, EXC, NAAC, PCPC, MSFT, EAC, FPAC, CTAQ, PNTM, TACA
Top exits: EXPE, MSGE, CTXS, HHC, AACQ, DIS, WPF, THCB, ASPL, BOWX
Boosted stakes in: OUT, ENPC, ABBV, MLAC, STWO, GLEO, SCVX, GOAC, CRHC, CONX
Cut stakes in: SLM, LAMR, FE, SPR, GRSV, BSX, DELL, TMUS, HEC, THCA
GREENLIGHT CAPITAL
Top new buys: FSRV, WPF, SPNV, GPRO, XOG, CPRI, GANX, RTP, DGNR, NGAC
Top exits: NCR, GDX, CCK, DDS, UHAL, ICPT, MNOV
Boosted stakes in: DNMR, CNXC, APG, SATS, ADT, JACK
Cut stakes in: GRBK, AER, GLD, FUBO, REZI, CNX, CHNG, TECK, AAWW, CC
ICAHN
Top new buys: FE
Boosted stakes in: BHC, DAN, XRX, TEN
Cut stakes in: HLF, OXY
IMPALA ASSET MANAGEMENT
Top new buys: WFG, PXD, LYB, ZIM, AGCO, ASTE, OSK, WDC, TFII, SONY
Top exits: FCX, THO, CMI, SIX, EOG, KBH, LEA, CLR, GBX, F
Boosted stakes in: DAC, UAL, HES, DVN, TROX, ADNT, CENX, LAD, CNK, TECK
Cut stakes in: KNX, HOG, NVR, RIO, DOOR, SLB, COP, HGV, SBSW, MU
JANA PARTNERS
Top new buys: VG, CONE
Top exits: BLMN, TGNA, NEWR, GRA
Boosted stakes in: THS, LH
Cut stakes in: EHC, SPY
LAKEWOOD CAPITAL MANAGEMENT
Top new buys: AEL, GDDY, GPI, CDW, FAII, SYNH, HEC, TSCO, DNMR, UWMC
Top exits: TMUS, LBRDK, AGNC, GS, UE, SCHW, GLD, CWH, CROX
Boosted stakes in: FB, ATH, BABA, MIME, GOOGL, FAF, AXTA, SAIC, ANTM, WRK
Cut stakes in: CIT, DELL, HCA, APO, MCD, COF, ALLY, ABG, MA, SKX
LANSDOWNE
Top new buys: IEUR, BLBD, AER, CDE, PAAS, RBLX, SSO, USO
Top exits: C, UNP, NSC, PSX, IDA, AG, HTOO, EEM, GLD
Boosted stakes in: RYAAY, ETN, GE, CARR, ENIA, VXX, REGI, UVXY, EGO
Cut stakes in: OTIS, TSM, VMC, TMUS, AES, ED, BKNG, LUV, BLDP, DAR
LONG POND
Top new buys: INVH, GDS, FMX, EXPE, QTS, DIA, HLT, CONE, AIV, MLCO
Top exits: AIRC, GLPI, ESS, UDR, DEI, ABNB, LSI, MGP, EXP, RADI
Boosted stakes in: AMH, FR, SUI, CPT, WH, LVS, HGV, MSGS, ELS
Cut stakes in: EQR, AVB, PHM, JBGS, NNN, MAA, SRC, FPH
MAGNETAR FINANCIAL
Top new buys: PRAH, KSU, COHR, SJR, MGLN, PBCT, CCIV, CATM, CTB, FRTA
Top exits: CCX, NOVA, VIEW
Boosted stakes in: CHNG, FLIR, ATH, RTP, TCF, BDX, AZN, MDT, AJRD, AVTR
Cut stakes in: OPEN, BSX, ARVL, IPOF, LH, THBR, VGAC, FUSE, ATAC, FIII
MAVERICK CAPITAL
Top new buys: CPNG, TMUS, IFF, MELI, AJAX, TBA, SUM, DRNA, TSM, SPFR
Top exits: GME, GTLS, WYNN, IBP, CPB, CROX, JACK, VFC, CMLF, MKC
Boosted stakes in: LPLA, AMZN, AON, FIS, UBER, NFLX, XP, ELAN, LB, LVS
Cut stakes in: DD, FB, BABA, AXP, FLT, LRCX, MGM, AMAT, ADBE, NKE
MELVIN CAPITAL MANAGEMENT
Top new buys: SNOW, UBER, ADSK, SBUX, USFD, NTES, BILL, MU, SIG, SEAS
Top exits: FISV, AMD, ADBE, MELI, JD, MSFT, AZO, BABA, MSCI, SPGI
Boosted stakes in: LH, NFLX, AMZN, RACE, PAGS, FICO, CRWD, DECK, IAA, CBRL
Cut stakes in: FB, EXPE, BKNG, MA, COUP, NKE, LVS, PINS, LB, NOW
OAKTREE CAPITAL MANAGEMENT
Top new buys: CHK, SHLS, KRC, HIMS, FTAI, XOG, SRNE
Top exits: VALE, IBN, BBD, PBR, AU, AZUL, AFYA, TSM, AMX, LU
Boosted stakes in: STKL, EQR, IEA
Cut stakes in: ITUB, VST, CX, CRC, VEON, TV, NMIH, MTG, LBTYK, ALLY
OMEGA ADVISORS
Top new buys: BABA, IFF, NRG, PSFE, FOA, PNTM, JWSM, APSG
Top exits: AMCX, MNRL, BGS, NBR, AC, GBL
Boosted stakes in: ATH, ET, WSC, STKL, SMTS, C, VRT, FLMN, BBDC, ORCC
Cut stakes in: TRN, COOP, AMZN, OCN, SRGA, SNR, FCRD, ABR, MGY, NAVI
PERSHING SQUARE
Top new buys: DPZ
Top exits: SBUX
Boosted stakes in: HHC
Cut stakes in: CMG, QSR, A, HLT, LOW
SOROBAN CAPITAL
Top new buys: DPZ, INFO, V, MA, SPGI, WPF, NSTB, FUSE, FTOC, CAP
Top exits: YUM, MAR, FB, FISV, PSTH, HLT, ARMK, SONY, PLNT
Boosted stakes in: LOW, FIS, GWRE, AMZN
Cut stakes in: BABA, ADI, CMCSA, RTX, GOOGL, MSFT
SOROS FUND MANAGEMENT
Top new buys: BIDU, VIPS, TME, IFF, OPEN, DISCK, MU, ASHR, WAL, DISCA
Top exits: PLTR, EEM, SLQT, NLOK, DRI, PFSI, SE, XLNX, AGNC, FTAI
Boosted stakes in: AMZN, DHI, GOOGL, TXN, ADI, DEN, GM, IQ, VICI, ATVI
Cut stakes in: LBRDK, ALC, CLVT, HAIN, OTIS, UBER, MT, APTV, NOW, NKE
STARBOARD
Top new buys: ELAN, EHTH, MAAC, CCX, KVSC, PRPB, KVSA, TWCT, LNFA, DGNU
Top exits: AAP
Boosted stakes in: ACM, BOX, NLOK, IWM, SCOR, GDOT
Cut stakes in: ACIW, CERN, IWR, MMSI, CTVA, CVLT, ON
TEMASEK HOLDINGS
Top new buys: RBLX, XLF, INDA, GOVT, GRCL, PDD, AFRM, KRTX, PCVX, LMND
Top exits: AQUA, XLI, XLY, ABNB, SYK, MDT, ZBH, FTSI, BSX
Boosted stakes in: BGNE, KDP, MA, AMZN, VIR, V, EWY, IWM, SNOW, ADBE
Cut stakes in: DASH, BABA, VIRT, FTCH, EWZ, VNET, MSFT, DDOG, SE
THIRD POINT
Top new buys: CSGP, UBER, DD, DELL, SHOP, SU, CVNA, NYT, AES, SLV
Top exits: BABA, FIS, ADBE, CRM, PLNT, EXPE, SWK, NKE, PINS, PLTR
Boosted stakes in: PSFE, EL, UNH, MSFT, INTU, Z, SPGI, RH, LESL, APTV
Cut stakes in: IAA, AMZN, CHTR, DIS, PCG, JWS, RACE, ETRN, BKI, GOOGL
TIGER GLOBAL
Top new buys: RBLX, FUTU, CPNG, PLTK, OSCR, ONTF, DOCN, BMBL, XM, TBA
Top exits: GOTU, YALA
Boosted stakes in: DOCU, MSFT, DASH, SHOP, ZM, SE, ADBE, NOW, COUP, ONEM
Cut stakes in: UBER, SPOT, RUN, GDS, FB, STNE, DESP, INTU
TUDOR INVESTMENT
Top new buys: XLI, SMH, INFO, XLE, INTC, CLGX, DOCN, PRAH, WPC, FXI
Top exits: WLTW, EWZ, DD, PG, ZTS, VICI, IBM, LH, DELL, IRM
Boosted stakes in: SPY, NAV, ZM, XLNX, ALXN, LSPD, HIG, WMT, PANW, HQY
Cut stakes in: WORK, MXIM, ICLN, RSG, AAPL, MDLZ, EQIX, HEC, LOW, ELAN
VIKING GLOBAL INVESTORS
Top new buys: BAC, ORLY, COUP, NFLX, RUN, DE, AMP, XPEV, CRL, LAD
Top exits: DIS, AXP, TSM, HLT, BKNG, AMD, EHC, MU, AVB, APD
Boosted stakes in: GE, FB, TMO, LH, CB, FTV, BMY, UNH, PODD, PANW
Cut stakes in: JPM, MSFT, MELI, BSX, FIS, CI, NUAN, HIG, PH, VRSN
WHALE ROCK CAPITAL MANAGEMENT
Top new buys: GOOGL, W, AMAT, WDAY, ORCL, TWTR, ASML, MSFT, NCNO, CPNG
Top exits: SQ, NXPI, ZM, UBER, ZS, CRUS, EXPE, FTCH, NVDA, JD
Boosted stakes in: FB, BEKE, TRIP, AMZN, ZEN, TWLO, BILL, BILI, SMAR, SNOW
Cut stakes in: TSLA, CRWD, TSM, PTON, SE, PENN, CREE, FIVN, DIS, MDB