Billionaire Portfolio Updates
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Insights by Echo AI
Several billionaire investors have recently updated their portfolios. Seth Klarman's Baupost Group revealed holdings worth $5.4 billion, including significant stakes in Amazon, Elevance Health, and Restaurant Brands. Terry Smith and Fundstrat updated their $13.6 billion portfolio with major positions in Marriott, Stryker, and Waters. Pat Dorsey's Dorsey Asset Management showed a $1.6 billion portfolio led by ASML, AppLovin, and Royalty Pharma. Chris Hohn's TCI Fund updated its $52.8 billion portfolio, with GE Aerospace, Visa, and Moody's as top holdings. Leon Cooperman's $3.5 billion portfolio includes Vertiv, Rocket Companies, and Energy Transfer. Brad Gerstner's Altimeter Capital disclosed holdings in NVIDIA, Cerebras, and Taiwan Semiconductor. Kryptker Capital's $1.4 billion portfolio includes Norfolk Southern, Chart Industries, and Kenvue.
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