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Summary of Mag-7 13F’s: AMZN raised, and cut, at a couple; NVDA raised at Point72 & Third Point; META new buy at Pershing, while Lone Pine exits

The recent 13F filings reveal notable shifts in hedge fund positions among key tech stocks.

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Summary of Mag-7 13F’s: AMZN raised, and cut, at a couple; NVDA raised at Point72 & Third Point; META new buy at Pershing, while Lone Pine exits

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Apple (AAPL)

  • Top holding: Berkshire:

Amazon (AMZN)

  • Raised: Pershing Square, Point72:.
  • Cut: Berkshire, Lone Pine.
  • Top holding: Appaloosa, Pershing Square, Point 72.

Alphabet (GOOGL)

  • Raised: Appaloosa.
  • Cut: Pershing Square
  • Top Holding: Pershing Square, Appaloosa.

Meta (META)

  • New: Pershing Square
  • Raised: Appaloosa.
  • Cut: Point72.
  • Exits: Lone Pine.
  • Top Holding: Appaloosa, Pershing Square

Microsoft (MSFT)

  • Cut: Point72, Third Point.
  • Top holding: Point72.

Nvidia (NVDA)

  • Raised: Point72, Third Point.
  • Top holding: Point72.
Context

Amazon (AMZN) saw increased bets from Pershing Square and Point72, suggesting bullish sentiment, while Meta (META) gained a new position from Pershing Square, indicating confidence in its potential. Conversely, cuts in holdings for Microsoft (MSFT) and exits from Lone Pine in both Amazon and Meta might reflect a cautious outlook among some investors, highlighting the mixed sentiment in the tech sector.

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