Thread by @TKPTrader

🎄Christmas is here again w/ another round of 13f's filed. I will update this thread over the course of the next few days with my findings of what some of the top hedge funds have been buying.🎄

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1/ 1st on this thread... is a no brainer stock $AMZN

Nearly a top 10 holding among my top 5 hedge funds and all of which added to their position last quarter.

2/ Next is probably my favorite long term hold for the next 5-10 years... $SE

Also nearly a top 10 holding for all these funds. It's the most obvious stock to own I can think of

3/ $MSFT... One I don't own, and maybe I should. Tybourne not only capitulated to finally owning this stock along with his other buddies... he made it a top 5 position.

Microsoft also remains GOAT Druckenmiller's top position by a significant margin.

4/ Next is $SHOP.... I posted about this one last week. Seeing 4/5 w/ ownership and a new position also initiated by Tybourne gives me more conviction this is heading higher..

5/ $CRWD getting BIG adds. Similar to $SHOP it has been trading sideways since September...

6/ Lets continue this thread with some more exciting new names... It's clear that $PENN is not some one off speculative bet... New positions initiated and Druck increased his position by 80%

7/ $DKNG catching love from Tybourne as well. One thing is clear, you want to be onboard the gambling trend. Don't overthink it.

8/ Some new names that really excite me catching interest... Recnt IPO $SUMO

9/ Recent IPO $SNOW

10/ $U Catching legitimate interest as well

11/ $FROG is another IPO catching interest

12/ $BIGC , the next "Shopify" is also one they bought last quarter

13/ Now here's a really new exciting name I've never heard of before yesterday... $NCNO. High growth SaaS Recent IPO, that's 100% worth your attention

14/ $BEKE is another one I've never heard of, and it definitely deserves our attention. Massive sales, Recent IPO, Online Chinese Real Estate Platform.

15/ To sum up and to make this easier to digest, here's lists I came up w/ based on the hedge fund data:

"Top Stocks"
$AMZN
$SE
$MSFT
$SHOP
$CRWD
$PENN
$FB
$BABA
$NOW
$MELI
$JD
$CVNA
$PDD
$TWLO
$FIVN
$DOCU
$STNE

16/ "Top new adds"... the names in this list interest me more than anything else

$SUMO
$PENN
$DKNG
$SNOW
$BIGC
$U
$BEKE**
$NCNO**
$FROG
$NUAN**

17/ "Notable"... These are mixed between bullish and bearish transactions. But nonetheless worth considering at a minimum.

$PTON
$ZI
$BILL
$OKTA
$ZM
$FTCH
$V

18/ Hope you enjoyed! For me personally, I'm taking a hard look at $BEKE $SNOW $FROG $NCNO as far as new positions go. I own many of the above names already, thanks to this type of analysis