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I’m always interested by what other great investors are buying and selling. Not to blindly copy/clone. But to source ideas or even just out of interest.
Here are some of the most interesting investments from the 13F filings from Q4 2021.
I’m always interested by what other great investors are buying and selling. Not to blindly copy/clone. But to source ideas or even just out of interest.
Here are some of the most interesting investments from the 13F filings from Q4 2021.
1/
Li Lu increases his position in $FB by 53%.
I’d like to think this happened after the drawdown. But the buy is from Q4 2021. Li Lu payed ~$320 per share. $FB Now trades at $220 per share. Curious to see what his next 13F looks like.
Li Lu increases his position in $FB by 53%.
I’d like to think this happened after the drawdown. But the buy is from Q4 2021. Li Lu payed ~$320 per share. $FB Now trades at $220 per share. Curious to see what his next 13F looks like.
2/
Greg Alexander increases his stake in $BABA by 20%.
Alibaba has been a stock with a lot of pessimism from the market. But China bulls like Greg and Charlie Munger keep averaging down.
Munger increased his $BABA stake by 99%
Greg Alexander increases his stake in $BABA by 20%.
Alibaba has been a stock with a lot of pessimism from the market. But China bulls like Greg and Charlie Munger keep averaging down.
Munger increased his $BABA stake by 99%
3/
Terry Smith buys $GOOGL. Only a relatively small position.
Interestingly, in @AltaFoxCapital first 13F we can see that Conor Haley also owns $GOOGL. It’s the largest of all US holdings in the fund. For a renowned micro-cap investor that was surprising.
Terry Smith buys $GOOGL. Only a relatively small position.
Interestingly, in @AltaFoxCapital first 13F we can see that Conor Haley also owns $GOOGL. It’s the largest of all US holdings in the fund. For a renowned micro-cap investor that was surprising.
4/
Pat Dorsey buys a small-cap online marketplace $POSH.
Dorsey holds a few names that are down significantly like $WIX $FB $PYPL & $EBAY. So hopefully $POSH works out for him. I know nothing about it, but might be worth looking into.
Pat Dorsey buys a small-cap online marketplace $POSH.
Dorsey holds a few names that are down significantly like $WIX $FB $PYPL & $EBAY. So hopefully $POSH works out for him. I know nothing about it, but might be worth looking into.
5/
Rob Vinall buys $CVNA.
Carvana is down ~60% in the past six months. If Rob timed it at the end of December he may of payed ~$250 per share. It now trades at $142. A rough start in the position.
Will be curious to see if he increases his position next quarter.
Rob Vinall buys $CVNA.
Carvana is down ~60% in the past six months. If Rob timed it at the end of December he may of payed ~$250 per share. It now trades at $142. A rough start in the position.
Will be curious to see if he increases his position next quarter.
6/
There was definitely some noteworthy moves by the ‘super investors’ in Q4. Although I think the Q1 2022 filings will be much more interesting as we have seen some turmoil in the markets.
There was definitely some noteworthy moves by the ‘super investors’ in Q4. Although I think the Q1 2022 filings will be much more interesting as we have seen some turmoil in the markets.
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