# ![@HedgeVision Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::928028699550797824.png) @HedgeVision Hedge Vision

Hedge Vision posts on X about $nvda, $amzn, $msft, $meta the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::928028699550797824/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::928028699550797824/c:line/m:interactions.svg)

- [--] Week [-------] -24%
- [--] Month [-------] +50%
- [--] Months [---------] +4.80%
- [--] Year [---------] -62%

### Mentions: [--] [#](/creator/twitter::928028699550797824/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::928028699550797824/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [--] +19%
- [--] Months [---] -29%
- [--] Year [---] -54%

### Followers: [------] [#](/creator/twitter::928028699550797824/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::928028699550797824/c:line/m:followers.svg)

- [--] Week [------] +0.54%
- [--] Month [------] +4.60%
- [--] Months [------] +10%
- [--] Year [------] +23%

### CreatorRank: [-------] [#](/creator/twitter::928028699550797824/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::928028699550797824/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  84.26% [technology brands](/list/technology-brands)  59.26% [finance](/list/finance)  38.89% [cryptocurrencies](/list/cryptocurrencies)  22.22% [fashion brands](/list/fashion-brands)  8.33% [financial services](/list/financial-services)  #791 [automotive brands](/list/automotive-brands)  4.63% [countries](/list/countries)  4.63% [social networks](/list/social-networks)  1.85% [exchanges](/list/exchanges)  1.85%

**Social topic influence**
[$nvda](/topic/$nvda) #923, [$amzn](/topic/$amzn) #287, [$msft](/topic/$msft) 20.37%, [$meta](/topic/$meta) 17.59%, [meta](/topic/meta) 17.59%, [$uber](/topic/$uber) 14.81%, [$meli](/topic/$meli) #77, [$baba](/topic/$baba) #43, [baba](/topic/baba) #2004, [$arm](/topic/$arm) 11.11%

**Top accounts mentioned or mentioned by**
[@vidarvikan](/creator/undefined) [@unusualwhales](/creator/undefined) [@newkennethomars](/creator/undefined) [@venu7](/creator/undefined) [@altcap](/creator/undefined) [@jessecoheninv](/creator/undefined) [@firedupwealth](/creator/undefined) [@techemails](/creator/undefined) [@energyblogger](/creator/undefined) [@techequityeng](/creator/undefined) [@basilialukos](/creator/undefined) [@stocknotebook](/creator/undefined) [@thephiloinvest](/creator/undefined) [@heliuleo](/creator/undefined) [@10kwizard_](/creator/undefined) [@ocshree](/creator/undefined) [@justbrosef](/creator/undefined) [@grok](/creator/undefined) [@livemarketchat](/creator/undefined) [@jp_money_95630](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Uber Technologies, Inc. (UBER)](/topic/$uber) [MercadoLibre Inc (MELI)](/topic/$meli) [Alibaba Group (BABA)](/topic/$baba) [Arm Holdings plc (ARM)](/topic/$arm) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Coupang, Inc.  (CPNG)](/topic/$cpng) [UnitedHealth Group (UNH)](/topic/$unh) [Sea Limited (SE)](/topic/$se) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Lucid Group Inc (LCID)](/topic/$lcid) [Coherent Inc (COHR)](/topic/$cohr) [Advanced Micro Devices (AMD)](/topic/$amd) [Snowflake Inc. (SNOW)](/topic/$snow) [Starbucks Corporation (SBUX)](/topic/$sbux) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Electronic Arts Inc. (EA)](/topic/$ea) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [Vistra, Corp. (VST)](/topic/$vst) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Salesforce Inc (CRM)](/topic/$crm) [Tesla, Inc. (TSLA)](/topic/$tsla) [Eli Lilly and Company (LLY)](/topic/$lly) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Adobe, Inc. (ADBE)](/topic/$adbe) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Woodward, Inc. (WWD)](/topic/$wwd) [Philip Morris International Inc. (PM)](/topic/$pm) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AppLovin Corporation (APP)](/topic/$app) [Nike Inc (NKE)](/topic/$nke) [aelf (ELF)](/topic/$elf) [Spotify Technology (SPOT)](/topic/$spot) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Intel Corporation (INTC)](/topic/$intc) [Datadog Inc (DDOG)](/topic/$ddog) [Shopify Inc (SHOP)](/topic/$shop) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Cloudflare, Inc. (NET)](/topic/$net) [Netflix Inc (NFLX)](/topic/$nflx) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [SoundHound AI, Inc. Class A Common Stock (SOUN)](/topic/$soun) [Nano-X Imaging Ltd. (NNOX)](/topic/$nnox) [NuCypher (NU)](/topic/$nu) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Dell Technologies, Inc. (DELL)](/topic/dell) [Apple, Inc. (AAPL)](/topic/$aapl) [Vertex Protocol (VRTX)](/topic/$vrtx) [Stacks (STX)](/topic/$stx) [Applied Digital Corp. (APLD)](/topic/$apld) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Delta Air Lines, Inc. (DAL)](/topic/$dal) [UNIPOLY (UNP)](/topic/$unp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Dan Loeb's Third Point files its Q3 13F increases $MSFT stake by 175% with a new position in $SPY puts Top [--] Positions: [--]. $PCG 8.40% [--]. $AMZN 6.86% [--]. $SPY puts 6.48% [--]. $MSFT 6.34% [--]. $NVDA 5.92% -Top Buys: $SPY puts $NSC $MSFT $SGI $UNP -Top Sales: $CPY $ICE $TLN $LYV $FTV -Top New Positions: $SPY puts $NSC $SGI $UNP $MTZ Top [--] Positions 🔽 https://twitter.com/i/web/status/1989454105006178471 https://twitter.com/i/web/status/1989454105006178471"  
[X Link](https://x.com/HedgeVision/status/1989454105006178471)  2025-11-14T22:03Z 19.4K followers, [----] engagements


"$INTC CFO David Zinsner buys $249985 of shares marking the first insider buy since [----]. Intel is down by 12% over the past week after reporting weak guidance and warning of a supply shortage"  
[X Link](https://x.com/HedgeVision/status/2016284619310522605)  2026-01-27T22:58Z 19.4K followers, 87.5K engagements


"Would be nice to see some software insider buying right about now"  
[X Link](https://x.com/HedgeVision/status/2016902176065364372)  2026-01-29T15:52Z 19.4K followers, [----] engagements


"Druckenmiller says Kevin Warsh isnt permanently hawkish. The branding of Kevin as someone whos always hawkish is not correct. Ive seen him go both ways. I could not think of a single other individual on the planet better equipped. Warsh has worked as a partner at Druckenmillers Duquesne family office since stepping down from the Fed in [----]. https://twitter.com/i/web/status/2017254479360299472 https://twitter.com/i/web/status/2017254479360299472"  
[X Link](https://x.com/HedgeVision/status/2017254479360299472)  2026-01-30T15:12Z 19.5K followers, 86.2K engagements


"$IBM Director David Farr buys $304000 of shares marking the first insider purchase since February [----]. IBM reported a double beat on revenue and EPS on Wednesday and is up 19% over the past year"  
[X Link](https://x.com/HedgeVision/status/2017386684946448549)  2026-01-30T23:57Z 19.4K followers, 22.3K engagements


"Personal Portfolio As of Jan. [--] [----] [--]. $MELI 13.5% [--]. $BABA 13.3% [--]. $CRWD 12.1% [--]. $NVDA 10.0% [--]. $AMZN 6.4% [--]. $DDOG 5.7% [--]. $MSFT 5.5% [--]. $CROX 4.5% [--]. $ZS 4.2% [--]. $SE 3.7% -Top [--] Positions: 78.7% -Cash Position: 0.6% -Rest of Portfolio: 20.7%"  
[X Link](https://x.com/HedgeVision/status/2018364790914314655)  2026-02-02T16:44Z 19.5K followers, [----] engagements


"@Venu_7_ Always demand for cybersecurity and cloud $CRWD $MSFT. $NOW is also really compelling continues to grow earnings and sales 20%+"  
[X Link](https://x.com/HedgeVision/status/2018724394890375624)  2026-02-03T16:32Z 19.4K followers, [----] engagements


"@VidarVikan $AXON was Baillies top buy during Q4"  
[X Link](https://x.com/HedgeVision/status/2021731904622358763)  2026-02-11T23:43Z 19.5K followers, [---] engagements


"Insiders buying the dip on beaten down SaaS stocks. $TEAM Director Scott Belsky buys $247506 of shares. $ESTC Director Paul Auvil buys $710230 of shares first insider buy since September [----]. TEAM down by 36% YTD ESTC down by 27%"  
[X Link](https://x.com/HedgeVision/status/1996223144529428709)  2025-12-03T14:21Z 19.5K followers, [----] engagements


"$MGM 10% owner $IAC picks up [----] million shares worth $39.88 million. IAC now owns 24.07% of MGM shares outstanding after first investing in 2020"  
[X Link](https://x.com/HedgeVision/status/1998757846142353521)  2025-12-10T14:13Z 19.5K followers, [----] engagements


"The Top Hedge Funds of [----] -Apis Capital led with a 55% return boosted by bets on memory and energy including $SNDK and $WDC -Whale Rock trailed behind with both of its top two positions up over 1000% since entry. -Tiger Cub Maverick Capital posted a 40% return in its Long Enhanced fund. Read more here: https://hedgevision.substack.com/p/the-top-hedge-funds-of-2025 https://hedgevision.substack.com/p/the-top-hedge-funds-of-2025"  
[X Link](https://x.com/HedgeVision/status/2013654755969503353)  2026-01-20T16:48Z 19.5K followers, 15.3K engagements


"Relentless selling in SaaS "I ask clients whats your hold-your-nose level and even with all the capitulation I havent heard any conviction on where that is. People are just selling everything and dont care about the price." -Jefferies Trading Desk Jeffrey Favuzza"  
[X Link](https://x.com/HedgeVision/status/2018719184683761993)  2026-02-03T16:12Z 19.5K followers, 131.5K engagements


"Heres why stocks are down today: While Januarys nonfarm payrolls were [------] double the estimate of [-----] the growth was largely driven by healthcare (+82000) and social assistance (+42000). Furthermore the BLS revised total nonfarm payroll gains in [----] to [------] from its previous estimate of [------] averaging out to [-----] additions per month. That marks the worst year for hiring outside of a recession since [----]. Despite labor market weakness underneath the hood the odds of a [--] bps interest rate cut at the March [--] FOMC plummeted to 5.9% from 20.1% a day ago. The same odds for the April 26"  
[X Link](https://x.com/HedgeVision/status/2021615657435979790)  2026-02-11T16:01Z 19.5K followers, [----] engagements


"$SPGI Director Joly Hubert buys $997459 of shares marking the second insider buy during the past [--] years. SPGI is down by 22% YTD driven by fears of AI disruption and a earnings guidance miss for 2026"  
[X Link](https://x.com/HedgeVision/status/2022056680255844673)  2026-02-12T21:14Z 19.5K followers, 31.5K engagements


"Software retail inflows hit record high. Net inflows into $IGV the BlackRock Software ETF reached $176 million on a one-month rolling period as of Monday's close. That's more than double the previous record set in [----]. IGV is down by 15% YTD"  
[X Link](https://x.com/HedgeVision/status/2021250339207328035)  2026-02-10T15:50Z 19.5K followers, [----] engagements


"Baillie Gifford files its Q4 13F with top buys in: $AXON $RKLB $GOOGL Top [--] positions: [--]. $NVDA 6.80% [--]. $MELI 5.83% [--]. $AMZN 5.64% [--]. $SHOP 4.17% [--]. $SE 4.11% -New Positions: $MDLN $UTHR $MDB $BLLN $SVM -Top Buys: $AXON $MDLN $RKLB $GOOGL $DUOL -Top Sales: $DDOG $NET $SHOP $BNTX $META Top [--] positions and new positions 🔽 https://twitter.com/i/web/status/2021619913966653698 https://twitter.com/i/web/status/2021619913966653698"  
[X Link](https://x.com/HedgeVision/status/2021619913966653698)  2026-02-11T16:18Z 19.5K followers, [----] engagements


"$RDDT Director Sarah Farrell buys $7.48 million of shares This is the largest insider purchase of Reddit since its IPO in March [----]. It's worth noting that Farrell indirectly purchased the shares through Waygrove Partnership which she co-founded and serves as a Managing Partner. https://twitter.com/i/web/status/2022116921252909350 https://twitter.com/i/web/status/2022116921252909350"  
[X Link](https://x.com/HedgeVision/status/2022116921252909350)  2026-02-13T01:13Z 19.5K followers, 82.1K engagements


"The late Jim Simons' Renaissance Technologies files its Q4 13F with new positions in $AMZN $NOW $RKLB Top [--] positions: [--]. $PLTR 2.43% [--]. $UTHR 1.44% [--]. $MU 1.33% [--]. $KGC 1.09% [--]. $VRSN 1.05% -Top Buys: $COST $MU $TSLA $NFLX $PG -Top Sales: $NVDA $GOOGL $GOOG $APP $GILD -New Positions: $AMZN $NOW $LLY $CRXL $SO Top [--] positions and new positions🔽 https://twitter.com/i/web/status/2022314820322963933 https://twitter.com/i/web/status/2022314820322963933"  
[X Link](https://x.com/HedgeVision/status/2022314820322963933)  2026-02-13T14:20Z 19.5K followers, [----] engagements


"Wowthis morning the Pentagon added $BABA $BIDU and $BYDDY to its Section 1260H list which identifies firms it says are linked to or supportive of Chinas military. The document showing the additions has since been removed from the Pentagons website Seems like Trump doesnt want to stir up trouble ahead of his April summit with Xi. Wow. The Pentagon published its updated list of Chinese military companies (1260H list) with notable additions and removals. Then the document is removed. Unclear whats going on https://t.co/Fxn6gH2eWz Wow. The Pentagon published its updated list of Chinese military"  
[X Link](https://x.com/HedgeVision/status/2022330481593786373)  2026-02-13T15:22Z 19.5K followers, [----] engagements


"David Tepper's Appaloosa files its Q4 13F disclosing a position in $ARKK calls Top [--] positions: [--]. $META 11.31% [--]. $MSFT 11.04% [--]. $AMZN 10.36% [--]. $NVDA 6.76% [--]. $UBER 6.38% -New Positions: $ORCL $ARKK calls $UPS $HCA $FMC -Top Buys: $ORCL $ARKK calls $UPS $BABA $CZR -Top Sales: $NVDA $PDD $INTC $UBER $GOOGL Entire [--] position portfolio🔽"  
[X Link](https://x.com/HedgeVision/status/1757879235111199002)  2024-02-14T21:27Z 19.5K followers, 18.2K engagements


"@unusual_whales Bloomberg is wrong here is his March [----] filing revealing [---] million shares compared to [---] milliion shares in the recent filing. Ownership actually dropped from 20.6% to 20.5%"  
[X Link](https://x.com/HedgeVision/status/1757883080193265794)  2024-02-14T21:42Z 19.5K followers, 23.6K engagements


"$NVDA Nvidia files its first ever 13F: [--] total positions split across $230.41 million: [--]. $ARM 63.95% [--]. $RXRX 32.98% [--]. $SOUN 1.59% [--]. $TSP 1.32% [--]. $NNOX 0.16%"  
[X Link](https://x.com/HedgeVision/status/1757886191548895714)  2024-02-14T21:55Z 19.5K followers, 253.4K engagements


"Altimeter @altcap files its Q4 13F discloses a new stake in $TSLA: Top Positions [--] total: [--]. $SNOW 41.05% [--]. $META 14.13% [--]. $UBER 13.63% [--]. $MSFT 10.32% [--]. $NVDA 6.58% -New Positions: $TSLA -Top Buys: $PDD $TSLA $NVDA $MELI -Top Sales: $SNOW $CFLT $VLRS Entire Portfolio 🔽"  
[X Link](https://x.com/HedgeVision/status/1757909956169515233)  2024-02-14T23:29Z 19.5K followers, 27.5K engagements


"$MELI my second largest position is down by 8% after reporting earnings. There are two major concerns among many positives: -Net income of $165M vs. estimate for $356M. -Adj. operating margin of 13.22% vs. estimate for 15.78%. I'm not worried. MELI got hit with two one-off expenses totaling $351M which resulted in the net income miss. Net income would have been $383M excluding the one-off expenses. Income from operations which was $240M would have been $572M excluding the expenses which are explained in the first picture. Margins were also a concern which SVP of strategy and corporate"  
[X Link](https://x.com/HedgeVision/status/1761035100412674174)  2024-02-23T14:27Z 19.5K followers, 46.1K engagements


"$SNOW New CEO Sridhar Ramaswamy makes his first ever insider purchase of Snowflake picking up $5 million of shares"  
[X Link](https://x.com/HedgeVision/status/1773084064636960984)  2024-03-27T20:25Z 19.5K followers, 30.5K engagements


"$LULU down again after Jefferies says that it "could be the next Under Armour." "1) Data shows LULU losing incremental share to Alo/Vuori 2) fashion in bottoms is shifting to wide-leg (not a core for LULU) and 3) entrance into Mirror and footwear are mistakes in strategic direction." "The Result: LULU's total sales growth avg of 30% last [--] qtrs slowed to near 10% today.""  
[X Link](https://x.com/HedgeVision/status/1775883127715512665)  2024-04-04T13:48Z 19.5K followers, 119K engagements


"Piper Sandler releases its Spring [----] Talking Stock with Teens survey results: Top Shopping Websites: [--]. $AMZN 55% [--]. SHEIN 12% [--]. $NKE 6% Top Clothing Brands: [--]. $NKE 34% [--]. $AEO 6% [--]. $LULU 5% Top Cosmetics Brands: [--]. $ELF 38% [--]. Rare Beauty 9% [--]. Maybelline $LRLCY 6% More 🔽"  
[X Link](https://x.com/HedgeVision/status/1777685187863708049)  2024-04-09T13:09Z 19.5K followers, 33.6K engagements


"Stanley Druckenmiller on selling some $NVDA: "I'm not Warren Buffett; I don't own things for [--] or [--] years. I wish I was Warren Buffett." "We did cut that position and a lot of other positions in late March. I just need a break. We've had a hell of a run. A lot of what we recognized has become recognized by the marketplace now." "We're as bullish on AI as we've ever been." "The big payoff might be four to five years from now.""  
[X Link](https://x.com/HedgeVision/status/1787854011611156853)  2024-05-07T14:36Z 19.5K followers, 110.1K engagements


"Baillie Gifford files its Q1 13F ahead of the deadline: Top [--] positions: [--]. $NVDA 7.24% [--]. $MELI 5.92% [--]. $AMZN 5.49% [--]. $SPOT 4.41% [--]. $MRNA 3.70% -New Positions: $SYM $KSPI $BC $MNDY $CSL -Top Buys: $NU $SYM $CPNG $META $MBLY -Top Sales: $NVDA $BR $SPOT $MELI $SCHW Top [--] Positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1788601256329531632)  2024-05-09T16:05Z 19.5K followers, 48K engagements


"Jim Simons' Renaissance Technologies files its Q1 13F: Top [--] positions: [--]. $NVO 2.18% [--]. $PLTR 1.71% [--]. $META 1.20% [--]. $ABNB 1.15% [--]. $AMZN 1.06% -New Positions: $CVX $LIN $UNP $ADBE $AMT -Top Buys: $CVX $WMT $LIN $PYPL $UNP -Top Sales: $NVDA $UBER $XOM $NVO $GE Top [--] Positions 🔽 https://twitter.com/i/web/status/1790368462411354499 https://twitter.com/i/web/status/1790368462411354499"  
[X Link](https://x.com/HedgeVision/status/1790368462411354499)  2024-05-14T13:07Z 19.5K followers, 31.2K engagements


"Saudi Arabia's Public Investment Fund (PIF) has just filed its Q1 13F Form: Top Positions: [--]. $UBER 27.29% [--]. $LCID 19.06% [--]. $EA 16.02% [--]. $TTWO 8.25% [--]. $LIN 2.73% -New Positions: $ARM calls $SBUX calls $BKNG calls $AMZN calls $ADBE calls -Top Buys: $ARM $SBUX $BKNG $AMZN $ADBE -Top Sales: $META $XLU $LYV $CCL $APD Top [--] positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1790756954257727808)  2024-05-15T14:51Z 19.5K followers, 29.3K engagements


"Stanley Druckenmiller files his Q1 13F sells 71% of $NVDA stake while buying $IWM calls: Top [--] positions: [--]. $IWM calls 15.14% [--]. $MSFT 10.67% [--]. $CPNG 9.11% [--]. $TECK 4.75% [--]. $VST 4.17% -New Positions: $IWM calls $COHR $DFS $KMI $WAB -Top Buys: $IWM calls $COHR $NTRA $WWD $DFS -Top Sales: $NVDA $NVDA calls $LLY $VRT $UBS Top [--] Positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1790832628771283159)  2024-05-15T19:52Z 19.5K followers, 605.2K engagements


"David Tepper's Appaloosa files its Q1 13F with big bets on China: Top [--] positions: [--]. $BABA 12.05% [--]. $AMZN 10.22% [--]. $MSFT 8.72% [--]. $META 8.07% [--]. $NVDA 5.91% -New Positions: $FXI $JD $KWEB $MSFT puts $ADBE -Top Buys: $BABA $PDD $BIDU $ORCL $KWEB -Top Sales: $ARKK calls $UBER $AMD $NVDA $MSFT Top [--] Positions🔽"  
[X Link](https://x.com/HedgeVision/status/1790838491263193333)  2024-05-15T20:15Z 19.5K followers, 37.9K engagements


"Altimeter files its Q1 13F increases $TSLA stake by 276%: Top Positions [--] total: [--]. $SNOW 25.52% [--]. $META 17.59% [--]. $UBER 15.77% [--]. $NVDA 11.01% [--]. $MSFT 10.66% -New Positions: $CPNG $DELL $AVOG $GOOGL $ALAB -Top Buys: $TSLA $CPNG $DELL $AVGO $AMZN -Top Sales: $SNOW $CFLT $META $PDD $NVDA Entire Portfolio 🔽"  
[X Link](https://x.com/HedgeVision/status/1790839684425195555)  2024-05-15T20:20Z 19.5K followers, 41.8K engagements


"$NVDA Nvidia files its Q1 13F: [--] total positions split across $332.68 million: [--]. $ARM 73.67% [--]. $RXRX 23.09% [--]. $SOUN 3.06% [--]. $NNOX 0.18% Exits $TSPH. No new positions"  
[X Link](https://x.com/HedgeVision/status/1790856084908843150)  2024-05-15T21:25Z 19.5K followers, 19.7K engagements


"Tiger Cubs consensus holdings: $AMZN was the only holding with an ownership rating of 100% while $NVDA commanded the highest average portfolio weight at 10.53%. [--]. $AMZN 100% [--]. $META 87.50% [--]. $MSFT 87.50% [--]. $NVDA 62.50% [--]. $TSM 62.50% More 🔽"  
[X Link](https://x.com/HedgeVision/status/1792552119897104616)  2024-05-20T13:45Z 19.5K followers, 14.1K engagements


"$CRWD Morgan Stanley believes CrowdStrike's market cap will surpass $100 billion in the next [--] months raises PT to $422. "With an expanding total addressable market (TAM) improving upsell and FCF we see CRWD surpassing $100B market cap in the next twelve months and nearly doubling in 4-5 years." "We forecast CRWD comfortably surpassing $5 billion ARR (annual recurring revenue) in CY25 nearly 2-3 years faster vs best-in-class SaaS peers $NOW $CRM $WDAY and doubling to $10 billion ARR by CY28.""  
[X Link](https://x.com/HedgeVision/status/1795482324781428764)  2024-05-28T15:48Z 19.5K followers, 23.7K engagements


"$CRM ValueAct Capital picks up $99.79 million of shares at an average price of $233.17 per share. Salesforce Director Mason Morfit is the co-CEO of the investment firm"  
[X Link](https://x.com/HedgeVision/status/1798449406276251745)  2024-06-05T20:18Z 19.5K followers, 46.8K engagements


"$SNOW Director Mike Speiser buys $9.98 million worth of shares. Snowflake insiders have now purchased $15.49 million of shares during the past year"  
[X Link](https://x.com/HedgeVision/status/1800277452717002844)  2024-06-10T21:22Z 19.5K followers, 31.4K engagements


"$DELL CEO Michael Dell just disclosed a $379.54 million sale of DELL or [----] million shares"  
[X Link](https://x.com/HedgeVision/status/1802709021079523383)  2024-06-17T14:24Z 19.5K followers, 32.1K engagements


"$NVDA Cisco ex-CEO says Nvidia's dominance is different from dot-com bubble -WSJ The implications in terms of the size of the market opportunity (AI) is that of the internet and cloud computing combined. The speed of change is different the size of the market is different the stage when the most valuable company was reached is different" said former Cisco CEO John Chambers"  
[X Link](https://x.com/HedgeVision/status/1803880040494485798)  2024-06-20T19:58Z 19.5K followers, 18.8K engagements


"$NKE A Nike insider bought the 20% earnings drop the stock's worst trading day since its IPO in [----]. Director Bob Swan purchased [----] shares worth $226516 bringing his position to [-----] shares"  
[X Link](https://x.com/HedgeVision/status/1807879946175447105)  2024-07-01T20:52Z 19.5K followers, 34K engagements


"@JesseCohenInv He also still owns [------] million shares worth $106 billion"  
[X Link](https://x.com/HedgeVision/status/1808372385474609373)  2024-07-03T05:29Z 19.5K followers, 13.3K engagements


"$CELH down 10% following a WSJ article that alleges misleading marketing practices. "Medical experts say Celsiuss fat-burning and metabolism-boosting messages are misleading. The studies they use to justify their claims have substantial design flaws with small sample sizes and were conducted over short periods of time says Aviva Musicus science director at the Center for Science in the Public Interest a nonprofit consumer advocacy group.""  
[X Link](https://x.com/HedgeVision/status/1812871665606406397)  2024-07-15T15:27Z 19.5K followers, 40.7K engagements


"The Top Hedge Funds of [----] - Updated list"  
[X Link](https://x.com/HedgeVision/status/1813207744653951122)  2024-07-16T13:43Z 19.5K followers, 197.5K engagements


"$CRWD Down another 12% today. My long-term thesis remains unchanged. Here's why. -The proportion of the outage is being overblown. [---] million Windows devices were affected or less than 1% of the Windows installation base across the world. -People are acting like this is the first ever major outage event attributable to a single company. It's not. $NET $OKTA $MSFT $AMZN have all been responsible for similar situations. -Yes Crowdstrike will likely receive lawsuits and fines. This is an implication that will put the company in the penalty box in the short-term while also hurting margins."  
[X Link](https://x.com/HedgeVision/status/1815454916410044898)  2024-07-22T18:32Z 19.5K followers, 41.4K engagements


"$AMD Just brutal. Now negative for the year compared to the S&P [---] at +14.6%"  
[X Link](https://x.com/HedgeVision/status/1816476315316306199)  2024-07-25T14:11Z 19.5K followers, 22.2K engagements


"Baillie Gifford files its Q2 13F ahead of the deadline: Top [--] positions: [--]. $NVDA 7.88% [--]. $MELI 6.19% [--]. $AMZN 5.78% [--]. $MRNA 4.01% [--]. $SPOT 3.93% -Top Buys: $ELF $UNH $AZO $KSPI $ENPH -Top Sales: $NVDA $SPOT $TSLA $TER $SHOP -New Positions: $AZO $STAA $CERT $ALB $NEOG Top [--] Positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1821995635207499900)  2024-08-09T19:43Z 19.5K followers, 26.9K engagements


"The late Jim Simons' Renaissance Technologies files its Q2 13F. Top [--] positions: [--]. $NVO 2.22% [--]. $PLTR 1.70% [--]. $NVDA 1.47% [--]. $VRTX 1.25% [--]. $UTHR 1.18% -Top Buys: $AVGO $AMD $AAPL $QCOM $NVDA -Top Sales: $AMZN $UBER $CVX $META $CRWD -New Positions: $AVGO $AMD $QCOM $NFLX $PDD Top [--] Positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1823447608872067539)  2024-08-13T19:52Z 19.5K followers, 66.8K engagements


"Coatue Management files its Q2 13F: Top [--] Positions: [--]. $META 8.21% [--]. $AMZN 8.10% [--]. $TSM 7.71% [--]. $NVDA 6.61% [--]. $MSFT 6.44% -Top Buys: $CEG $GEV $DELL $APH $QCOM -Top Sales: $AVGO $CRM $CART $GOOGL $NFLX -New Positions: $GEV $APH $UNH $PARA $FSLR Top [--] Positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1823706524520227228)  2024-08-14T13:01Z 19.5K followers, 107.4K engagements


"Saudi Arabia's Public Investment Fund (PIF) files its Q2 13F and continues to load up on calls: Top Positions: [--]. $UBER 25.62% [--]. $LCID 17.37% [--]. $EA 16.67% [--]. $TTWO 8.59% [--]. $ARM calls 2.87% -Top Buys: $AMD calls $PYPL calls $MSFT calls $META calls $NU -Top Sales: $BKNG calls $CMI $V $SBUX calls $ADBE calls -New Positions: $ALUR warrants Top [--] Positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1823732936186978647)  2024-08-14T14:46Z 19.5K followers, 58.3K engagements


"Stanley Druckenmiller files his Q2 13F: Top [--] Positions: [--]. $COHR 8.92% [--]. $CPNG 7.88% [--]. $VST 7.74% [--]. $NTRA 7.33% [--]. $STX 6.21% -Top Buys: $PM calls $MAA $PM $COHR $CPT -Top Sales: $IWM calls $MSFT $CPNG $NVDA $TECK -New Positions: $PM calls $MAA $PM $CPT $PDYPF Top [--] Positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1823813564978569366)  2024-08-14T20:06Z 19.5K followers, 61.4K engagements


"David Tepper's Appaloosa files its Q2 13F with some big sales: Top [--] Positions: [--]. $BABA 12.24% [--]. $AMZN 10.87% [--]. $MSFT 8.55% [--]. $META 7.63% [--]. $GOOG 5.72% -Top Buys: $LYFT $KWEB $JD $FXI $UBER -Top Sales: $NVDA $MSFT $META $AMZN $MSFT puts -New Positions: None Top [--] Positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1823816396306047186)  2024-08-14T20:18Z 19.5K followers, 42.8K engagements


"Altimeter files its Q2 13F with a large buy in $MELI and a new position in $CRM: Top [--] Positions [--] total: [--]. $SNOW 19.17% [--]. $META 17.17% [--] $UBER 14.59% [--]. $NVDA 14.21% [--]. $MSFT 10.79% -Top Buys: $APH $CRM $MELI $GOOGL $AAPL -Top Sales: $AVGO $TSLA $SNOW $META $COHR -New Positions: $APH $CRM $AAPL $IOT $RBRK Entire Portfolio 🔽"  
[X Link](https://x.com/HedgeVision/status/1823822485680480269)  2024-08-14T20:42Z 19.5K followers, 26.2K engagements


"Tiger Cubs Consensus Holdings: $AMZN is the only holding with a consensus rating of 100% while $NVDA has the highest average portfolio weight at 9.83%. $PM and $UNH stand out as the only non-tech companies"  
[X Link](https://x.com/HedgeVision/status/1825530588704772216)  2024-08-19T13:49Z 19.5K followers, 53.6K engagements


"Goldman Sachs' Hedge Fund VIP list. The list has outperformed the S&P [---] in 59% of the quarters since [----]. It's up by 19% compared to the S&P [---] at 17% this year"  
[X Link](https://x.com/HedgeVision/status/1826314754110935188)  2024-08-21T17:45Z 19.5K followers, 19.6K engagements


"$LULU CEO Calvin McDonald makes his first ever insider purchase. McDonald bought [----] shares worth $1.04 million"  
[X Link](https://x.com/HedgeVision/status/1831810156394639415)  2024-09-05T21:42Z 19.5K followers, 89.3K engagements


"$ASTS Director Adriana Cisneros discloses a $129884 insider buy. This marks the first insider buy in nearly [--] years"  
[X Link](https://x.com/HedgeVision/status/1833623953962573878)  2024-09-10T21:49Z 19.5K followers, 32.8K engagements


"David Tepper loaded up on Chinese stocks after the rate cut and yesterday as well. Tepper said he wants to buy even more on a sizable dip. $BABA was his largest 13F position as of Q2 accounting for 12.24% of his portfolio. He also owns $PDD $FXI $KWEB $JD What is David Tepper buying in China "Everything" he says. "ETFs I would do futures - everything. Everything." https://t.co/KF2UIA7sSg What is David Tepper buying in China "Everything" he says. "ETFs I would do futures - everything. Everything." https://t.co/KF2UIA7sSg"  
[X Link](https://x.com/HedgeVision/status/1839293203482292603)  2024-09-26T13:17Z 19.5K followers, 123.3K engagements


"$NVDA David Tepper sold 84% of his Nvidia position during Q2. His recent comments on the company: So it looks great in [--] looks great in [--]. I have no idea in [--] and [--]. I have no idea. I dont believe my analysts I dont believe any analysts I dont trust myself. You have these multiples out there and how it can go and the variation of where that earnings can be is too much. So its not my preferred vehicle versus other things that I have more confidence in. "We sold a lot of our Nvidia but the stock we thought was too high at the time" says David Tepper. "Those stocks like $NVDA is a question"  
[X Link](https://x.com/HedgeVision/status/1839295904412803409)  2024-09-26T13:28Z 19.5K followers, 157.1K engagements


"Piper Sandler releases the latest Taking Stock With Teens Survey Top Clothing Brands: [--]. Nike $NKE [--]. American Eagle $AEO [--]. Lululemon $LULU Top Shopping Websites: [--]. Amazon $AMZN [--]. Shein [--]. Nike Top Cosmetics Brands: [--]. e.l.f. $ELF [--]. Rare Beauty [--]. Maybelline (owned by L'Oral $LRLCY) Top Footwear Brands: [--]. Nike $NKE [--]. Adidas $ADDYY [--]. Converse (owned by Nike) More 🔽"  
[X Link](https://x.com/HedgeVision/status/1844084829610180769)  2024-10-09T18:37Z 19.5K followers, 27.7K engagements


"$NVDA Druckenmiller says selling Nvidia was a "big mistake." "I've made so many mistake in my investment career one of them was I sold all my Nvidia probably somewhere between $800 and $950." "Yes I think Nvidia is a wonderful company and were the price to come down we'd get involved again. But right now I'm licking my wounds from a bad sale there." Says he owns [--] shares today compared to [----] million at the beginning of the year"  
[X Link](https://x.com/HedgeVision/status/1846605054251348468)  2024-10-16T17:32Z 19.5K followers, 477.8K engagements


"Dan Loeb's Third Point releases its Q3 Investor Letter. Top Q3 Winners: $PCG $VST $KBH $DHR -Sees slowing inflation no recession. -Believes chances of a Republication victory have increased which is a plus for the market. -Believes the environment is good for event-driven investing. "In the economy we see no evidence of recession slowing inflation and a real interest rate that still needs to come down. We believe healthy consumer spending and active levels of individual investing should provide a liquidity backdrop to sustain market levels." "For most of the nearly thirty years I have run"  
[X Link](https://x.com/HedgeVision/status/1847273275832906033)  2024-10-18T13:47Z 19.5K followers, 29.3K engagements


"Paul Tudor Jones has began positioning for a Trump victory and is long Bitcoin and gold as an inflation hedge. "I think all roads lead to inflation. Im long gold. Im long Bitcoin. I think commodities are so ridiculously under-owned so Im long commodities. I think most young people find their inflation hedges via the Nasdaq thats also been great.""  
[X Link](https://x.com/HedgeVision/status/1848736220022554625)  2024-10-22T14:40Z 19.5K followers, 162K engagements


"Saudi Arabia's Public Investment Fund (PIF) continues to load up on calls including $CRWD $MELI $LULU Top Positions: [--]. $UBER 20.47% [--]. $LCID 18.14% [--]. $EA 13.30% [--]. $TTWO 6.56% [--]. $ARM calls 5.24% -Top Buys: $ARM calls $SBUX calls $CRM calls $BKNG calls $MSFT calls -Top Sales: $FDX -New Positions: $CSX calls $VRTX calls $TMUS calls $HON calls $INTU calls Top [--] Positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1857107326773113339)  2024-11-14T17:04Z 19.5K followers, 459.7K engagements


"Michael Burry files his Q3 13F with big China bets as well as hedges Top [--] Positions [--] total: [--]. $BABA 16.36% [--]. $JD 15.41% [--]. $JD puts 15.41% [--]. $BABA puts 13.81% [--]. $FOUR 10.24% -Top Buys: $JD puts $BABA puts $JD $BIDU puts $BIDU -Top Sales: $HPP $BCAB $ACIC $REAL -New Positions: $JD puts $BABA puts $BIDU puts Entire Portfolio 🔽"  
[X Link](https://x.com/HedgeVision/status/1857144137814069640)  2024-11-14T19:30Z 19.5K followers, 47.1K engagements


"Druckenmiller files his Q3 13F with new bets on $KRE $AVGO $ASND Top [--] Positions: [--]. $NTRA 15.34% [--]. $CPNG 9.73% [--]. $COHR 8.97% [--]. $WWD 6.15% [--]. $STX 6.09% -Top Buys: $NTRA $KRE $AVGO $ASND $NVT -Top Sales: $VST $MSFT $KMI $GEV $MAA -New Positions: $KRE $AVGO $ASND $NVT $STX calls Top [--] positions and new positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1857165934437265804)  2024-11-14T20:57Z 19.5K followers, 40.8K engagements


"David Tepper files his Q3 13F increases stakes in $PDD $JD significantly Top [--] Positions: [--]. $BABA 15.76% [--]. $PDD 10.62% [--]. $AMZN 8.86% [--]. $MSFT 6.20% [--]. $META 5.31% -Top Buys: $PDD $VST $JD $LYFT $NRG -Top Sales: $META $MSFT $UPS $ADBE $LRCX -New Positions: $VST $NRG $LVS $WYNN Top [--] Positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1857169997732225523)  2024-11-14T21:13Z 19.5K followers, 46.4K engagements


"$NVDA Nvidia files its Q3 13F with a new position in $APLD [--] Total Positions: [--]. $ARM 64.77% [--]. $APLD 14.70% [--]. $RXRX 11.73% [--]. $SERV 6.85% [--]. $SOUN 1.86% [--]. $NNOX [----] -Top Buys: $APLD -Top Sales: None -New Positions: $APLD Entire Portfolio 🔽"  
[X Link](https://x.com/HedgeVision/status/1857185923634499672)  2024-11-14T22:16Z 19.5K followers, 20.1K engagements


"$NVDA Altimeter's Brad Gerstner bought more Nvidia this morning says it's his second-largest position. "The world runs on Nvidia." "The Intels of the world are going to continue to lose share and the Nvidias of the world will gain share so if you want to be long AI you have to own Nvidia.""  
[X Link](https://x.com/HedgeVision/status/1859663801429180437)  2024-11-21T18:22Z 19.5K followers, 130.3K engagements


"Trips per week: $UBER: [---] million Waymo: [------] UBER down 15.5% during the past week on Waymo's expansion to Miami.seems way overblown"  
[X Link](https://x.com/HedgeVision/status/1866918885791821910)  2024-12-11T18:52Z 19.5K followers, 126.9K engagements


"@TechEmails That billion is now worth $280 million 📉"  
[X Link](https://x.com/HedgeVision/status/1870975736380792927)  2024-12-22T23:32Z 19.5K followers, 298.1K engagements


"$MSTR 40% of MicroStrategy's Bitcoin holdings were purchased during the past month. Guess Saylor was asleep when BTC was at $40K a year ago 🤔"  
[X Link](https://x.com/HedgeVision/status/1871235216091586788)  2024-12-23T16:43Z 19.5K followers, 22.1K engagements


"$NKE Director John W. Rogers Jr. buys $191624 of shares. Insiders have purchased just $418140 of NKE in [----] despite a 30% decline"  
[X Link](https://x.com/HedgeVision/status/1874098182742810913)  2024-12-31T14:20Z 19.5K followers, 13.9K engagements


"@unusual_whales Here's the chart:"  
[X Link](https://x.com/HedgeVision/status/1874108293507146200)  2024-12-31T15:00Z 19.5K followers, 16K engagements


"$AMD is really about to finish the year of the AI revolution down by 13%. Investing isn't easy"  
[X Link](https://x.com/HedgeVision/status/1874147041355718691)  2024-12-31T17:34Z 19.5K followers, 169.1K engagements


"The Top-Performing Hedge Funds of [----] - Updated list"  
[X Link](https://x.com/HedgeVision/status/1877003073614491954)  2025-01-08T14:43Z 19.5K followers, 80.8K engagements


"No one posting their YTD returns anymore"  
[X Link](https://x.com/HedgeVision/status/1877772743648682432)  2025-01-10T17:41Z 19.5K followers, 92K engagements


"Druckenmiller: I wouldnt worry about the market Id focus on individual stocks. Ive been doing this for [--] years and were probably going from the most anti-business administration to the opposite. Were a believer in animal spirits. The economy looks very very strong at least for the next six months which is about as far out as one can see with any degree of confidence. In terms of the market I would say its complicated. Despite what I just said about the wonderful things about the economy we have an earnings yield to bond yield probably the most unattractive not probably the most unattractive"  
[X Link](https://x.com/HedgeVision/status/1881719365449752815)  2025-01-21T15:03Z 19.5K followers, 61.8K engagements


"Altimeter files its Q4 13F with new positions in $CART $FLUT $TWLO $MU $TTAN Top [--] Positions [--] total: [--]. $META 19.45% [--]. $NVDA 19.00% [--] $SNOW 13.86% [--]. $MSFT 7.55% [--]. $UBER 6.08% -Top Buys: $CART $FLUT $TWLO $MU $GOOGL -Top Sales: $SNOW $UBER $MSFT $META $KWEB -New Positions: $CART $FLUT $TWLO $MU $TTAN Entire Portfolio 🔽"  
[X Link](https://x.com/HedgeVision/status/1890566848543920185)  2025-02-15T01:00Z 19.5K followers, 32.8K engagements


"Druckenmiller files his Q4 13F with new bets on $UAL $SKX $AMZN Top [--] Positions: [--]. $NTRA 15.17% [--]. $COHR 7.18% [--]. $WWD 5.48% [--]. $TEVA 5.33% [--]. $CPNG 5.26% -Top Buys: $TEVA $UAL $SKX $AMZN $SLM -Top Sales: $KRE $PM calls $FLUT $CPNG $AVGO -New Positions: $UAL $SKX $AMZN $SLM $DAL Top [--] positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1890567943765037502)  2025-02-15T01:04Z 19.5K followers, 30.4K engagements


"$BABA Double beat +5% premarket -Revenue: 280.15B vs est. 277.37B +8% YoY -Adj. EPS: [-----] vs est. [-----] -Taobao & TMall Revenue: 136.09B +9% YoY "Our Cloud revenue growth reignited to double digits at 13% with AI-related product revenue achieving triple-digit growth for the sixth consecutive quarter. Looking ahead revenue growth at Cloud Intelligence Group driven by AI will continue to accelerate." -CEO Eddie Wu"  
[X Link](https://x.com/HedgeVision/status/1892527302594183263)  2025-02-20T10:50Z 19.5K followers, 20K engagements


"David Tepper has now made billions on his China stocks Est. cost basis: $BABA - $80.87 +70% gain $FXI - $24.30 +47% gain $JD - $29.53 +40% gain $KWEB - $26.98 +32% gain $PDD - $122.41 +3% gain China accounted for 37% of his 13F portfolio as of Q4 likely much higher today. Tepper's top [--] positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1892611863172502012)  2025-02-20T16:26Z 19.5K followers, 63.3K engagements


"Saudi Arabia's Public Investment Fund (PIF) files its Q1 13F with top buys in $ASML calls $AMZN continues to bet big on $UBER Top Positions: [--]. $UBER 20.77% [--]. $LCID 16.77% [--]. $EA 14.03% [--]. $TTWO 9.26% [--]. $ARM calls 3.72% -Top Buys: $SYX calls $HCA calls $ZTS calls $ASML calls $AMZN -Top Sales: $SBUX calls $BKNG calls $PYPL calls $META calls $ARM calls -New Positions: $SYX calls $HCA calls $ASML calls $BAC calls $SPGI calls Top [--] Positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1923052522589364558)  2025-05-15T16:27Z 19.5K followers, 17.6K engagements


"Druckenmiller files his Q1 13F with new bets on $APP $TWLO $DOCU $ROKU Top [--] Positions: [--]. $NTRA 15.72% [--]. $TEVA 7.47% [--]. $CPNG 6.67% [--]. $WWD 6.55% [--]. $PM 5.73% -Top Buys: $TEVA $DOCU $TSM $FLUT $INSM -Top Sales: $STX $SKX $SLM $UAL $X -New Positions: $DOCU $CCS $EQT $CZR $TWLO Top [--] positions and new positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1923106746391830872)  2025-05-15T20:02Z 19.5K followers, 34.3K engagements


"$NVDA Nvidia files its Q1 13F with $CRWV as 78% of its portfolio [--] Total Positions: [--]. $CRWV 78.17% [--]. $ARM 10.25% [--]. $APLD 3.78% [--]. $RXRX 3.55% [--]. $NBIS 2.19% [--]. $WRD 2.06% -Top Buys: $CRWV (not an outright Q1 buy Nvidia invested privately and then its investment converted to shares at the IPO) -Top Sales: None -New Positions: $CRWV Entire Portfolio 🔽"  
[X Link](https://x.com/HedgeVision/status/1923141172727513147)  2025-05-15T22:19Z 19.5K followers, 29.2K engagements


"Tiger Cubs Consensus Holdings: $META is the only holding with a consensus rating of 100% followed by $TSM and $AMZN at 85.71%. $APP $UNH $PM and $FLUT also made the cut"  
[X Link](https://x.com/HedgeVision/status/1924863039821512745)  2025-05-20T16:21Z 19.5K followers, 32.9K engagements


"$AMD Chief Commercial Officer Philip Guido buys $1 million of shares. Guido is the ONLY insider to purchase shares during the past [--] years. He previously bought $500K in February"  
[X Link](https://x.com/HedgeVision/status/1925655796357951969)  2025-05-22T20:51Z 19.5K followers, 12.7K engagements


"If it isnt clear we are currently in the part of the cycle where new/beginner investors bid unprofitable and low-quality companies to unsustainable highs. They think the easy money will last forever. It wont. If you remember 2020-2021 names like $FSLY $TDOC $PTON $LCID $SPCE and $SKLZ traded to insane levels. There are many parallels to those today like $RKLB $IONQ $QBTS. Dare I add $PLTR and $HOOD which are profitable but trading at absurd valuations Dont be the last one holding the bag when the selloff begins"  
[X Link](https://x.com/HedgeVision/status/1933519889530077503)  2025-06-13T13:40Z 19.5K followers, 22.1K engagements


"$TMDX CEO & President Waleed Hassanein buys $1.98 million of shares. This marks the first insider purchase since [----]. TMDX is up by 72% YTD"  
[X Link](https://x.com/HedgeVision/status/1953922219664351428)  2025-08-08T20:52Z 19.5K followers, 65.9K engagements


"$LLY Director Lamere Jackson buys $127913 of shares. This marks the first insider purchase since [----]. LLY fell by 18% this week after data for its weight loss pill showed a 12.4% weight drop in [--] weeks below the expectation for between 13% and 15%"  
[X Link](https://x.com/HedgeVision/status/1953924574443180216)  2025-08-08T21:01Z 19.5K followers, 31.4K engagements


"$LLY Insiders are on a shopping spree. -CEO David Ricks buys $1.05 million. -Director Erik Frywald buys $1 million. -CSO Daniel Skovronsky buys $634405 -Director Gaby Sulzberger buys $75018 Five separate insiders have now bought a total of $2.89 million since August [--]. Eli Lilly is down by 20% during the past month. $LLY Director Lamere Jackson buys $127913 of shares. This marks the first insider purchase since [----]. LLY fell by 18% this week after data for its weight loss pill showed a 12.4% weight drop in [--] weeks below the expectation for between 13% and 15%. https://t.co/XLRWxislD5 $LLY"  
[X Link](https://x.com/HedgeVision/status/1955620856908206371)  2025-08-13T13:22Z 19.5K followers, 49.4K engagements


"Baillie Gifford files its Q2 13F with top buys in: $RDDT $TEM $APP Top [--] positions: [--]. $MELI 6.83% [--]. $NVDA 5.78% [--]. $SPOT 5.51% [--]. $AMZN 5.45% [--]. $SE 4.96% -New Positions: $TEM $DG $FTAI $MSCI $EPAM -Top Buys: $RDDT $TEM $APP $DG $NVDA -Top Sales: $SHOP $ONC $WDAY $SPOT $ESTC Top [--] Positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1956021713985995145)  2025-08-14T15:54Z 19.5K followers, 27.9K engagements


"Saudi Arabia's Public Investment Fund (PIF) files its Q2 13F with top buys in $UNH and $LLY calls new position in $PDD calls Top Positions: [--]. $UBER 28.54% [--]. $EA 16.64% [--]. $LCID 15.69% [--]. $TTWO 11.64% [--]. $ARM calls 6.09% -Top Buys: $UNH calls $LLY calls $VRTX calls $MA calls $HD -Top Sales: $CRM calls $MSFT calls $SBUX calls $AMD calls $AMZN calls -New Positions: $VRTX calls $MA calls $HD calls $MRK calls $PDD calls Top [--] Positions 🔽 https://twitter.com/i/web/status/1956022780895330679 https://twitter.com/i/web/status/1956022780895330679"  
[X Link](https://x.com/HedgeVision/status/1956022780895330679)  2025-08-14T15:59Z 19.5K followers, 234.4K engagements


"David Tepper files his Q2 13F with big buys in $UNH $NVDA $INTC trims China exposure Top [--] Positions: [--]. $BABA 12.43% [--]. $UNH 11.85% [--]. $AMZN 9.19% [--]. $VST 5.41% [--]. $NRG 4.93% -Top Buys: $UNH $NVDA $INTC $TSM $RTX -Top Sales: $SPYX puts $PDD $BABA $AAPL puts -Top New Positions: $INTC $RTX $IQV $UAL $DAL Top [--] Positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1956087334191177951)  2025-08-14T20:15Z 19.5K followers, 15.3K engagements


"Michael Burry files his Q2 13F with calls in $UNH $REGN and $LULU as his top buys. He sold all of the positions he had in Q1 except for $EL. Top [--] Positions [--] total: [--]. $UNH calls 18.88% [--]. $REGN calls 18.16% [--]. $LULU calls 16.43% [--]. $META calls 12.76% [--]. $EL calls 6.99% -Top New Positions: $UNH calls $REGN calls $LULU calls $META calls $EL puts -Top Buys: $UNH calls $REGN calls $LULU calls $META calls $EL puts -Top Sales: $NVDA puts $BABA puts $PDD puts $JD puts $TCOM puts Entire Portfolio 🔽"  
[X Link](https://x.com/HedgeVision/status/1956095227590271162)  2025-08-14T20:46Z 19.5K followers, 38.8K engagements


"$UNH Hedge funds are going on a shopping spree -Warren Buffett buys [----] million shares. -Dodge & Cox buys [----] million shares. -David Tepper buys [----] million shares. -Renaissance buys [----] million shares. -Michael Burry buys calls. -Saudi Arabia's Public Investment Fund (PIF) buys calls. Q2 filings are still coming in"  
[X Link](https://x.com/HedgeVision/status/1956099043769090140)  2025-08-14T21:02Z 19.5K followers, 304.7K engagements


"$NVDA Nvidia files its Q2 13F with $CRWV as 91% of its portfolio [--] Total Positions: [--]. $CRWV 91.36% [--]. $ARM 4.11% [--]. $APLD 1.79% [--]. $NBIS 1.52% [--]. $RXRX 0.90% [--]. $WRD 0.32% -Top Buys: $CRWV -Top Sales: None -New Positions: None Entire Portfolio 🔽"  
[X Link](https://x.com/HedgeVision/status/1956124102386966900)  2025-08-14T22:41Z 19.5K followers, 43K engagements


"Druckenmiller files his Q2 13F with new bets on $MSFT $SE $NU $ENTG $IWM calls Top [--] Positions: [--]. $NTRA 12.80% [--]. $TEVA 6.67% [--]. $INSM 5.57% [--]. $WWD 5.11% [--]. $TSM 4.26% -Top Buys: $ENTG $MSFT $INSM $WBD $IWM calls -Top Sales: $CPNG $COHR $WWD $DAL calls $NTRA -Top New Positions: $ENTG $MSFT $WBD $IWM calls $C Top [--] positions and new positions 🔽 https://twitter.com/i/web/status/1956479822642729274 https://twitter.com/i/web/status/1956479822642729274"  
[X Link](https://x.com/HedgeVision/status/1956479822642729274)  2025-08-15T22:15Z 19.5K followers, 49.1K engagements


"Kora Management has 75% of their portfolio in $SE and 15% in $MELI.kind of crazy"  
[X Link](https://x.com/HedgeVision/status/1369845054236418055)  2021-03-11T02:58Z 19.5K followers, [---] engagements


"Personal Top [--] Holdings As of Dec. 31st [----] [--]. $SE: 10.3% [--]. $MSFT: 9.9% [--]. $MELI: 9.7% [--]. $AMZN: 7.2% [--]. $CRWD: 6.4% [--]. $NVDA: 5.9% [--]. $ROKU: 5.1% [--]. $ZS: 3.8% [--]. $SQ: 3.7% [--]. $DDOG: 3.7% Top [--] Positions: 65.7% Rest of Portfolio: 26.2% Cash Position: 8.1%"  
[X Link](https://x.com/HedgeVision/status/1477683636187144192)  2022-01-02T16:50Z 19.5K followers, [---] engagements


"Bought my first ever shares of $GOOGL at $90.53 🥳"  
[X Link](https://x.com/HedgeVision/status/1587533534314602496)  2022-11-01T19:54Z 19.5K followers, [---] engagements


"$NVDA Druckenmiller has sold 96.5% of his Nvidia position since the beginning of the year. He sold 71.51% during Q1 and another 87.83% during Q2. His new top position is $COHR while he completely sold out of all of the $IWM calls he purchased during Q1. $MELI was one of his new buys during Q2. Top [--] Positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1825609567281230047)  2024-08-19T19:03Z 19.5K followers, 24.7K engagements


"@energy_blogger We need to figure out why he loves trading options so much Saudi Arabia's Public Investment Fund (PIF) continues to load up on calls including $CRWD $MELI $LULU Top Positions: [--]. $UBER 20.47% [--]. $LCID 18.14% [--]. $EA 13.30% [--]. $TTWO 6.56% [--]. $ARM calls 5.24% -Top Buys: $ARM calls $SBUX calls $CRM calls $BKNG calls https://t.co/EcMkOklypm Saudi Arabia's Public Investment Fund (PIF) continues to load up on calls including $CRWD $MELI $LULU Top Positions: [--]. $UBER 20.47% [--]. $LCID 18.14% [--]. $EA 13.30% [--]. $TTWO 6.56% [--]. $ARM calls 5.24% -Top Buys: $ARM calls $SBUX calls $CRM calls"  
[X Link](https://x.com/HedgeVision/status/1858205537701097844)  2024-11-17T17:48Z 19.5K followers, 400.3K engagements


"Ackman: "We're stepping into the most pro-growth pro-business pro-American administration I've perhaps seen in my adult lifetime.""  
[X Link](https://x.com/HedgeVision/status/1867243828379574300)  2024-12-12T16:23Z 19.5K followers, 237K engagements


"Baillie Gifford files its Q3 13F with new positions in: $COIN $BABA $IREN Top [--] positions: [--]. $NVDA 6.41% [--]. $MELI 5.73% [--]. $SE 5.29% [--]. $AMZN 5.13% [--]. $SPOT 4.48% -New Positions: $COIN $KNF $FIG $HTFL $ARM -Top Buys: $RKLB $ENSG $DUOL $COIN $MSCI -Top Sales: $NET $SPOT $NVDA $MELI $RBLX Top [--] Positions and new positions 🔽"  
[X Link](https://x.com/HedgeVision/status/1988252121402118550)  2025-11-11T14:27Z 19.5K followers, 20.4K engagements


"$MELI Added more at $1501. Would post the chart but is down 😭 http://investing.com http://investing.com"  
[X Link](https://x.com/HedgeVision/status/1389582728597811205)  2021-05-04T14:08Z 19.5K followers, [--] engagements


"$ELF It's still too early to buy the pullback according to Morgan Stanley. ELF has lost 43% during the past [--] months. "We're getting closer but we don't see enough visibility to turn positive yet." PT lowered to $139 from $184"  
[X Link](https://x.com/HedgeVision/status/1840831390885060837)  2024-09-30T19:09Z 19.5K followers, [----] engagements

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