Evan Profile picture
Aug 14, 2025 15 tweets 9 min read Read on X
Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios

Here's what their portfolios looked like as of the end of Q2 (A thread🧵⬇️)

Warren Buffett: 🐐 Image
Bill Ackman:

Important info:

All the portfolios are their holdings as of the end of Q4 … all of the info was taken from 13F forms filed with the SEC and the photos are from DataRoma Image
Bill Gates: Image
Michael Burry: Image
Daniel Loeb Image
- Chase Coleman's Tiger Global
- Howard Marks Image
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Carl Icahn: Image
David Einhorn
Leon Cooperman Image
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Ray Dalio and Bridgewater have 749 holdings ... here's their top 100 holdings Image
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- Chris Hohn
- Terry Smith
- Seth Klarman
- Samantha Mclemore Image
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Dodge & Cox (Photo 1 and 2)
Viking Global (Photo 3 and 4) Image
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- Nelson Peltz
- Chuck Akre
- ValueAct
- Stephen Mandel Image
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- Li Lu
- Glenn Greenberg
- Valley Forge
- AltaRock Image
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Renaissance Technologies have 4,018 holdings ... here's their top 100 Image
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Saudi Public Investment Fund ... Are they out here trading options? Image
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More from @StockMKTNewz

Jan 25
GET READY FOR A VERY IMPORANT WEEK AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread🧵⬇️ Image
EARNINGS SEASON IS BACK ... AND IN FULL SWING

This week we have earnings from companies including

Tesla $TSLA
Apple $AAPL
Microsoft $MSFT
Meta Platforms $META
UnitedHealth $UNH
Boeing $BA
Starbucks $SBUX
$ASML
Mastercard $MA
Visa $V
$SOFI
Exxon Mobil $XOM
American Express $AXP

and many many more

(Earnings calendar taken from @EarningsHubHQ)

x.com/EarningsHubHQ/…Image
WATCH OUT FOR

JEROME POWELL SPEAKING THIS WEEK

- The FOMC will release its January rates decision at 2PM ET on Wednesday, the 28th ... Kalshi currently says there is a 99% chance that the FOMC makes no changes to rates

- Jerome Powell will give his FOMC Press Conference speech at 2:30PM ET on the same day (Wednesday)Image
Read 9 tweets
Nov 16, 2025
Many of the most famous investors in the world including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios this week

Here's what their largest holdings looked like as of the end of Q3

(A thread🧵⬇️)

Warren Buffett 🐐 and Berkshire Hathaway Image
Bill Ackman:

Important info

All the portfolios are their holdings as of the end of Q3 (September 30th) … all of the info was taken from 13F forms filed with the SEC and the photos are from @fiscal_ai Image
@fiscal_ai Ray Dalio's Bridgewater Associates Image
Read 25 tweets
Nov 14, 2025
Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios

Here's what their portfolios looked like as of the end of Q3 (A thread🧵⬇️)

Warren Buffett 🐐 and Berkshire Hathaway: Image
Bill Ackman:

Important info:

All the portfolios are their holdings as of the end of Q3 or September 30th … all of the info was taken from 13F forms filed with the SEC and the photos are from Dataroma Image
Carl Icahn: Image
Read 34 tweets
Oct 26, 2025
GET READY FOR THE CRAZIEST WEEK OF THE QUARTER AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread 🧵⬇️ Image
The busiest earnings week of the quarter is here ... get ready

We have earnings from companies including:

Apple $AAPL
Microsoft $MSFT
Google $GOOGL
Amazon $AMZN
Meta Platforms $META
UnitedHealth $UNH
Eli Lilly $LLY
Exxon Mobil $XOM
Visa $V

and much more
Monday and Tuesday:

(Shoutout to @SeekingAlpha for making this part of the Catalyst Watch) Image
Read 11 tweets
Sep 5, 2025
The S&P 500 will announce later today what companies will be added to the index ... who do you think gets in?

For those who don't know, the index announces its quarterly rebalance every year on

- The first Friday of March
- The first Friday of June
- The first Friday of September
- The first Friday of December

The stocks actually get added to the index on the 3rd Friday within those months

The index will also be rebalanced when companies from within the ~500 companies get acquired. Often after the markets close on the same day the company being acquired stops trading is when S&P announces another company being added

Here is every stock that has been added to the S&P 500 since the start of 2023

- August 2025: Interactive Brokers $IBKR
- July 2025: Square (Block) $XYZ, Trade Desk $TTD, Datadog $DDOG
- May 2025: Coinbase $COIN
- March 2025: DoorDash $DASH, TKO Group $TKO, Williams Sonoma $WSM, and Expand Energy $EXE
- December 2024: Apollo Global $APO, Workday $WDAY, Lennox $LII
- November 2024: Texas Pacific $TPL
- September 2024: Palantir $PLTR, $DELL, and $ERIE
- July 2024: Smurfit Westrock $SW
- June 2024: CrowdStrike $CRWD, $KKR, and GoDaddy $GDDY
- May 2024: Vistra $VST
- April 2024: GE Vernova $GEV and Solventum $SOLV
- March 2024: Super Micro $SMCI and Deckers $DECK
- December 2023: $UBER, Jabil $JBL, and Builders $BLDR
- October 2023: Lululemon $LULU, Hubbell $HUBB, and Veralto $VLTO
- September 2023: Airbnb $ABNB, Blackstone $BX
- August 2023: Kenvue $KVUE
- June 2023: Palo Alto $PANW
- May 2023: $AXON
- March 2023: Fair Issac $FICO, Bunge $BG, and Insulet $PODD
- January 2023: GE Healthcare $GEHCImage
BE THE FIRST TO KNOW WHO GETS ADDED TO THE INDEX

I will be live on YouTube for the S&P 500 index rebalacning with some really smart people ... come join up

Here's the link to get your reminders set (Subscribe while you're there ⬇️⬇️)

youtube.com/live/Kyz4CvfbV…
The S&P 500 will announce who is being added to the index today right around 5:05PM ET

We are live right now through the index rebalancing to help you close out your week

Come join and find out who is getting added first ⬇️⬇️

youtube.com/live/Kyz4CvfbV…
Read 4 tweets
Aug 17, 2025
GET READY FOR ANOTHER HUGE WEEK AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread 🧵⬇️ Image
The biggest known event we'll be watching for this week is:

- The Fed's Jackson Hole Economic Symposium which includes a press conference from Jerome Powell at 10 AM ET on Friday
Monday:

(Shoutout to @SeekingAlpha for making this part of the catalyst watch) Image
Read 10 tweets

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