# ![@HedgeMind Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2272207286.png) @HedgeMind HedgeMind

Hedge funds are increasing their stakes in various tech stocks, with companies like $ORCL, $META, and $AMZN seeing significant investment. Some notable stocks that have gained attention from hedge funds include $CRWV, $RDDT, and $RKLB, which are attracting strong net institutional inflows. Additionally, certain "dotcom survivors" like $CIEN and $GLW are emerging as AI-age winners.

### Engagements: [-----] [#](/creator/twitter::2272207286/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2272207286/c:line/m:interactions.svg)

- [--] Week [-------] +72%
- [--] Month [-------] +94%
- [--] Months [---------] -22%
- [--] Year [---------] -35%

### Mentions: [--] [#](/creator/twitter::2272207286/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2272207286/c:line/m:posts_active.svg)

- [--] Week [--] +24%
- [--] Month [--] +14%
- [--] Months [---] +5.30%
- [--] Year [---] -23%

### Followers: [------] [#](/creator/twitter::2272207286/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2272207286/c:line/m:followers.svg)

- [--] Week [------] -0.04%
- [--] Month [------] -0.11%
- [--] Months [------] +0.44%
- [--] Year [------] +1%

### CreatorRank: [-------] [#](/creator/twitter::2272207286/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2272207286/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  78.57% [finance](/list/finance)  48.05% [technology brands](/list/technology-brands)  25.32% [cryptocurrencies](/list/cryptocurrencies)  18.83% [social networks](/list/social-networks)  5.19% [fashion brands](/list/fashion-brands)  4.55% [financial services](/list/financial-services)  #787 [automotive brands](/list/automotive-brands)  1.3% [exchanges](/list/exchanges)  0.65%

**Social topic influence**
[stocks](/topic/stocks) #1801, [at least](/topic/at-least) #1453, [bullish](/topic/bullish) #304, [$amzn](/topic/$amzn) #672, [$nvda](/topic/$nvda) #1569, [cash flow](/topic/cash-flow) #133, [flow](/topic/flow) #2007, [$uber](/topic/$uber) #938, [hm](/topic/hm) 4.55%, [$rddt](/topic/$rddt) #81

**Top accounts mentioned or mentioned by**
[@andrewthrasher](/creator/undefined) [@rixstox](/creator/undefined) [@reasonus4](/creator/undefined) [@davel452](/creator/undefined) [@akirasan01](/creator/undefined) [@seeking_betas](/creator/undefined) [@william_r2rclub](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Advanced Micro Devices (AMD)](/topic/$amd) [AppLovin Corporation (APP)](/topic/$app) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Shopify Inc (SHOP)](/topic/$shop) [Astera Labs, Inc. (ALAB)](/topic/$alab) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Fabrinet (FN)](/topic/$fn) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [SiTime Corporation Common Stock (SITM)](/topic/$sitm) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Arm Holdings plc (ARM)](/topic/$arm) [Coherent Inc (COHR)](/topic/$cohr) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Snap, Inc. (SNAP)](/topic/$snap) [Roblox Corp. (RBLX)](/topic/$rblx) [Datadog Inc (DDOG)](/topic/$ddog) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Confluent, Inc. (CFLT)](/topic/$cflt) [IBM (IBM)](/topic/ibm) [Iris Energy Limited (IREN)](/topic/$iren) [Bloom Energy Corporation (BE)](/topic/$be) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Toast, Inc. (TOST)](/topic/$tost) [Roku, Inc. (ROKU)](/topic/$roku) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Stacks (STX)](/topic/$stx) [Tesla, Inc. (TSLA)](/topic/$tsla) [Century Therapeutics, Inc. (IPSC)](/topic/$ipsc) [monday.com Ltd. (MNDY)](/topic/$mndy) [Twilio, Inc. (TWLO)](/topic/$twlo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$UBER Q4 [----] earnings results: Trips: 3.8B (22% y/y) Gross Booking: $54.1B (22% y/y) Total revenue: $14.4B (22% y/y) 27% of Gross booking Mobility revs: $8.2B (19%y/y) Delivery revs: $4.89B (30% y/y) Freight revs: $1.27B (flat y/y) Non-GAAP Net income: $1.5B (25% y/y) Free cash flow: $2.8B (65% y/y) Q1 [----] Outlook: Expect Gross Booking to be at least $52B (17% y/y) We enter [----] with a rapidly growing topline significant cash flow and a clear path to becoming the largest facilitator of AV trips in the world. -CEO Earnings Presentation:"  
[X Link](https://x.com/HedgeMind/status/2019143803664495056)  2026-02-04T20:19Z 75.5K followers, 11.5K engagements


"$APP Q4 [----] earnings results: Total revenue: $1.658B (66% y/y) +18% q/q Gross profit: $1.474B (74% y/y) Gross margin: 88.9% Net income: $1.102B (84% y/y) Free Cash Flow: $1.31B Q1 [----] Outlook: Expect total revs to be at least $1.745B $APP Q3 [----] earnings results: Total revenue: $1.405B (68% y/y) +11.6% q/q Advertising revs: $M (%y/y) Apps revs: $M (% y/y) Net income: $836M (92% y/y) Free cash flow: $1.05B (% y/y) Q4 [----] Outlook: Expect total revs to be at least $1.57B AppLovin repurchased https://t.co/NMnsbvh85R $APP Q3 [----] earnings results: Total revenue: $1.405B (68% y/y) +11.6% q/q"  
[X Link](https://x.com/HedgeMind/status/2021699900074025148)  2026-02-11T21:36Z 75.5K followers, 11.8K engagements


"$SHOP Q4 [----] earnings results: GMV: $123.8B (31% y/y) Total revenue: $3.67B (31% y/y) Merchant Solutions revs: $2.89B (34.9% y/y) Subscription Solutions revs: $777M (16.7% y/y) Gross profit: $1.69B (25% y/y) Gross margin: 46% Net income: $743M (42.5% y/y) Free cash flow: $715M (17% y/y) Q1 [----] Outlook: Revenue to grow at a low-thirties percentage rate on a year-over-year basis similar to Q4 2025; Shopify has authorized a share repurchase program of up to $2 which will start on Feb. [--] [----]. $SHOP Q3 [----] earnings results: GMV: $92B (32% y/y) Total revenue: $2.8B (32% y/y) Merchant Solutions"  
[X Link](https://x.com/HedgeMind/status/2021681273518084338)  2026-02-11T20:22Z 75.5K followers, [----] engagements


"$DDOG Q4 [----] earnings results: Total revenue: $953 (29% y/y) Gross profit: $766M (29% y/y) Gross margin: 80% Net income: $46.5M (2% y/y) Customers w/ $100K+ ARR: [----] (19% y/y) Customers w/ $1M+ ARR: [---] (31% y/y) Q1 [----] Outlook: Expect total revs to be at least $951M (25 % y/y) https://twitter.com/i/web/status/2021741424400904433 https://twitter.com/i/web/status/2021741424400904433"  
[X Link](https://x.com/HedgeMind/status/2021741424400904433)  2026-02-12T00:21Z 75.5K followers, [----] engagements


"$DDOG Q4 Institutional Activity Snapshot - Slightly Bearish [---] institutional holders (61%+ of Q3 holders) have reported Q4 positions collectively owning 113M+ shares down 8% q/q as of 12/31. Majority 59% of these holders added shares and control 71% of reported shares indicating accumulation led by larger holders. https://twitter.com/i/web/status/2021741426246398375 https://twitter.com/i/web/status/2021741426246398375"  
[X Link](https://x.com/HedgeMind/status/2021741426246398375)  2026-02-12T00:21Z 75.5K followers, [----] engagements


"$SHOP Q4 Institutional Activity Snapshot Slightly Bearish 1180+ institutional holders (70% of Q3 holders) have reported Q4 positions collectively owning 392M+ shares down 5% q/q as of 12/31. Buyers represent 47% of these holders. Goldman Sachs is one of more bullish buyers and raised its stake by 32% in Q4. $SHOP is down 10% at this moment after reported its Q4 earnings. $SHOP Q4 [----] earnings results: GMV: $123.8B (31% y/y) Total revenue: $3.67B (31% y/y) Merchant Solutions revs: $2.89B (34.9% y/y) Subscription Solutions revs: $777M (16.7% y/y) Gross profit: $1.69B (25% y/y) Gross margin:"  
[X Link](https://x.com/HedgeMind/status/2021685502659985898)  2026-02-11T20:39Z 75.5K followers, [----] engagements


"$APP Q4 Institutional Activity Snapshot Over [---] institutional holders (68%+ of Q3 holders) have reported Q4 positions collectively owning 91M+ shares down 6% q/q as of 12/31. Buyers remain significant majority 60% of these holders. 28% of the buyers just initiated positions in Q4. Institutional sponsorship is strong. $APP Q4 [----] earnings results: Total revenue: $1.658B (66% y/y) +18% q/q Gross profit: $1.474B (74% y/y) Gross margin: 88.9% Net income: $1.102B (84% y/y) Free Cash Flow: $1.31B Q1 [----] Outlook: Expect total revs to be at least $1.745B https://t.co/doV9FyWyaD $APP Q4 2025"  
[X Link](https://x.com/HedgeMind/status/2021704740388974929)  2026-02-11T21:55Z 75.5K followers, [----] engagements


"$DKNG Q4 [----] earnings results: Revenue: $1.989B (43% y/y) iGaming revs: $500M (17%y/y) Monthly Unique Payers (MUPs): 4.8M (unchanged y/y) Average Revenue per MUP (ARPMUP): $139 (43% y/y) Total unique customers: 10.9M (8% y/y) Earnings Presentation: https://draftkings.gcs-web.com/static-files/709382ae-8e1d-496d-9105-9be37f2173c1 $DKNG Q3 [----] earnings results: Revenue: $1.144B (4% y/y) iGaming revs: $451M (25%y/y) Monthly Unique Payers (MUPs): 3.6M (2% y/y) Average Revenue per MUP (ARPMUP): $106 (3% y/y) Total unique customers: 10.8M (4% y/y) Single digit growth nothing much to be"  
[X Link](https://x.com/HedgeMind/status/2022065787444551849)  2026-02-12T21:50Z 75.5K followers, 11.5K engagements


"$RDDT Q4 [----] earnings results: Total revenue: $726M (70% y/y) Ad revs: $690M (75% y/y) Other revs: $36M (6% y/y) Gross margin: 91.9% Net income: $252M (255% y/y) Free cash flow: $183M (197% y/y) Key Operating Metrics ARPU Global: $5.98 (42% y/y) Daily Active Uniques (DAUq): 121.4M (19% y/y) - U.S. DAUq: 52.5M (9% y/y) - International DAUq: 68.9M (28% y/y) WAUq: Global: 471.6M (24% y/y) Q1 [----] Outlook Expect revs to be at least $595M (52% y/y) Shareholder Letter: https://s203.q4cdn.com/380862485/files/doc_financials/2025/q4/Q4-25-Shareholder-Letter.pdf $RDDT Q3 [----] earnings results: Total"  
[X Link](https://x.com/HedgeMind/status/2019529410504986662)  2026-02-05T21:51Z 75.5K followers, [----] engagements


"$ALAB Q4 [----] earnings results: Revenue: $270.6M (92% y/y) +17% q/q Gross profit: $204M (96% y/y) +16% q/q Gross margin: 75.6% Net income: $45M (82% y/y) Q1 [----] Outlook: Expect revenue to be at least $286M Hype revs growth remains but decelerating. $ALAB Q3 [----] earnings results: Revenue: $230.6M (104% y/y) +20% q/q Gross profit: $176M (100% y/y) +21% q/q Gross margin: 76% Net income: $91M +78% q/q Q4 [----] Outlook: Expect revenue to be at least $245M (% y/y) Hype growth continues. https://t.co/qbNA7M0CxT $ALAB Q3 [----] earnings results: Revenue: $230.6M (104% y/y) +20% q/q Gross profit: $176M"  
[X Link](https://x.com/HedgeMind/status/2021751930633302400)  2026-02-12T01:03Z 75.5K followers, [----] engagements


"$DKNG Q4 Institutional Activity Snapshot More Bullish [---] institutional holders (61%+ of Q3 holders) have reported Q4 positions collectively owning 200M shares up 13% q/q as of 12/31. Among these holders buyers represent 47%+ and control 61%+ of total reported shares indicating accumulation led by larger institutional holders. Buyers hold avg. 738K shares each vs 375K per seller. $DKNG Q4 [----] earnings results: Revenue: $1.989B (43% y/y) iGaming revs: $500M (17%y/y) Monthly Unique Payers (MUPs): 4.8M (unchanged y/y) Average Revenue per MUP (ARPMUP): $139 (43% y/y) Total unique customers:"  
[X Link](https://x.com/HedgeMind/status/2022100574175658128)  2026-02-13T00:08Z 75.5K followers, 15.2K engagements


"$ABNB Q4 Institutional Activity Snapshot Neutral Over [---] institutional holders (72% of Q3 holders) have reported Q4 positions collectively owning 165M+ shares down 2% q/q as of 12/31. 50% of these holders were buyers in Q4. But sellers control 64% of total reported shares and each holds larger stake avg. 334K vs 136K each buyer. Larger institutional holders were reducing. $ABNB Q4 [----] earnings results: Gross Booking Value (GBV): $20.4B (16%y/y) Total revenue: $2.8B (12% y/y) Net income: $341M (12% y/y) Free cash flow: $521M Nights & Experience Booked: 121.9M (10% y/y) Q1 [----] Outlook:"  
[X Link](https://x.com/HedgeMind/status/2022103034923561270)  2026-02-13T00:18Z 75.5K followers, [----] engagements


"$NFLX RenTechs 2nd Largest Purchase in Q4 Renaissance Technologies appears to have taken advantage of the recent pullback nearly tripling its $NFLX stake to 7M+ shares as of 12/31. Notably the fund cut its position by half in Q3 then reloaded in Q4 effectively executing a sell-high buy-lower rotation. Something we all wish to do just like it. $NVDA RenTechs Top Buy in Q2 Renaissance Technologies appears to have taken advantage of Aprils pullback to add to its $NVDA stake increasing holdings to 7.42M+ shares as of 6/30. $NVDA is now the #2 position in the funds portfolio. The fund initiated"  
[X Link](https://x.com/HedgeMind/status/2022111807587201202)  2026-02-13T00:53Z 75.5K followers, [----] engagements


"$NVDA High-Conviction Buyers at $175$185 🚀 Who among top hedge funds arent afraid to buy $NVDA at current price levels ➣David Tepper (Appaloosa) raised his stake to 1.9M shares making $NVDA his 4th largest holding. ➣Steve Cohen (Point72) lifted his stake to 7.24M shares now his #1 stock. ➣Dan Loeb (Third Point) increased his position to 2.85M shares his 4th largest holding. All three are high-conviction buyers who added more shares around the $175 average in Q3 showing that price matters less when conviction runs high. 💡 Our core belief: You dont need to predict the market you just need to"  
[X Link](https://x.com/HedgeMind/status/1994888676233576505)  2025-11-29T21:58Z 75.5K followers, 71.3K engagements


"$RBRK Top Hedge Funds Turn Bullish Several top-performing HM500 hedge funds became significant buyers of $RBRK in Q3. Notable new or increased buyers include: ➣Zach Schreiber PointState Capital (Druckenmiller seeded the fund) ➣Steve Cohen Point72 ➣Gavin Baker Atreides $RBRK surged 16%+ to $82 in after hour trading landing right in the middle of the $74$98 range where top hedge funds established their positions. 📊 A notable alignment of hedge fund conviction and price action. Learn more: https://hedgemind.com/stocks/RBRK $RBRK Institutional Record Highs vs. Hedge Fund Caution 380+"  
[X Link](https://x.com/HedgeMind/status/1996736180688506945)  2025-12-05T00:19Z 75.5K followers, [----] engagements


"$CFLT Steve Cohens Point72 Just Cannot Be Wrong As we highlighted back in June Point72 accumulated more than 5% ownership of $CFLT a bold high-conviction bet. Today we know why. IBM announced it is acquiring Confluent in an $11B deal instantly validating Point72s aggressive positioning. Now its clear why the fund loaded up when it did. Sometimes the biggest opportunities are right in plain sight. $CFLT Point72 Crosses 5% Threshold Steve Cohens Point72 has disclosed a stake exceeding 5% of shares outstanding in $CFLT today signaling growing conviction. Its #13G filing indicates At Least 280K+"  
[X Link](https://x.com/HedgeMind/status/1998249652009967718)  2025-12-09T04:33Z 75.5K followers, 16.6K engagements


"$NTSK Q3 FY26 earnings results: Total revenue: $184M (33% y/y) ARR: $754M (34% y/y) Gross profit: $106.6M (16% y/y) Gross margin: 58% Customers with $100K+ ARR: [----] (24% y/y) Q4 FY26 Outlook: Expect total revs to be at least $188M (27% y/y) Earnings Presentation: https://investors.netskope.com/static-files/9cb0fcde-c9a5-453c-a3fc-34b4ac81d65f $NTSK Netskope a cybersecurity startup IPOed at $19 last Thur. and closed at $24.7 on Fri. Three months ended July 31: Total revs up 31% y/y to $171M +8.25% q/q Gross profit up 48% y/y to $123M 72% gross margin Total Customers up 21% y/y to [----] -"  
[X Link](https://x.com/HedgeMind/status/1999282790022750679)  2025-12-12T00:58Z 75.5K followers, [----] engagements


"$IPSC A +300% Move Hidden in Plain Sight $IPSC is up 300%+ since Dec. [--] [----]. Steve Cohens Point72 disclosed ownership of 4.7M+ shares representing 5.4% of shares outstanding as of 12/23.👇🏼 For investors tracking real-time #13G filings this was a straightforward win before the move became obvious. 📊 Track filings as they happen: https://hedgemind.com/real-time-13dgmanager=Steve-Cohen https://twitter.com/i/web/status/2011916062821138668 https://hedgemind.com/real-time-13dgmanager=Steve-Cohen https://twitter.com/i/web/status/2011916062821138668"  
[X Link](https://x.com/HedgeMind/status/2011916062821138668)  2026-01-15T21:39Z 75.5K followers, [----] engagements


"$TBBB What Is Druckenmiller Seeing Stanley Druckenmiller recently added aggressively to his $TBBB position more than doubling his stake to 3.1M+ shares now representing 5% of shares outstanding. He began accumulating around $28 in 3Q25 and continued buying over the next two quarters even as the stock moved higher. $TBBB now trades near all-time highs yet Druckenmiller is still adding a strong signal that he sees more upside ahead. #CopilotInvesting https://hedgemind.com/real-time-13dgmanager=Stanley-Druckenmiller https://hedgemind.com/real-time-13dgmanager=Stanley-Druckenmiller"  
[X Link](https://x.com/HedgeMind/status/2016977702822302060)  2026-01-29T20:52Z 75.5K followers, 11K engagements


"Growth tech earnings to watch for the week of Feb. [--] [----] (**Before the market open BMO): Mon 2/2 $PLTR $FN Tue 2/3 $AMD $SMCI $LITE Wed 2/4 $GOOGL $ARM $UBER** $QCOM $SNAP $COHR $SYM $TTMI $SITM Thur 2/5 $AMZN $RDDT $RBLX $IREN $BE $AFRM $TEAM"  
[X Link](https://x.com/HedgeMind/status/2018060944325431580)  2026-02-01T20:36Z 75.5K followers, 35.5K engagements


"More growth tech earnings to watch for the week of Feb. [--] [----] (**Before the market open BMO): Mon 2/9 $MNDY** Tue 2/10 $DDOG** $SPOT** $NET $HOOD $ALAB $LYFT $UPST Wed 2/11 $APP $SHOP** $CFLT $U** $VRT** Thur 2/12 $ABNB $DKNG $TOST $COIN $TWLO $ANET $PINS $RIVN $ROKU Growth tech earnings to watch for the week of Feb. [--] [----] (**Before the market open BMO): Mon 2/2 $PLTR $FN Tue 2/3 $AMD $SMCI $LITE Wed 2/4 $GOOGL $ARM $UBER** $QCOM $SNAP $COHR $SYM $TTMI $SITM Thur 2/5 $AMZN $RDDT $RBLX $IREN $BE $AFRM $TEAM Growth tech earnings to watch for the week of Feb. [--] [----] (**Before the market open"  
[X Link](https://x.com/HedgeMind/status/2020232794572828847)  2026-02-07T20:26Z 75.5K followers, 13.6K engagements


"$ALAB Q4 Institutional Activity Snapshot - Bullish Over [---] institutional holders ( 57%+ of Q3 holders) have reported Q4 positions collectively owning 31M+ shares up 16%+ q/q as of 12/31. Among these holders buyers represent 66%+ and control 87%+ of total reported shares indicating accumulation led by larger long term investors. https://twitter.com/i/web/status/2021751932273181111 https://twitter.com/i/web/status/2021751932273181111"  
[X Link](https://x.com/HedgeMind/status/2021751932273181111)  2026-02-12T01:03Z 75.5K followers, [----] engagements


"$TOST Q4 [----] earnings results: Total locations: 164K (26% y/y) Gross Payment Volume (GPV): $51.4B (22% y/y) Total revs: $1.633B (22% y/y) - Subscription revs: $256M (28% y/y) - Financial technology solutions revs: $1.334B (22% y/y) Gross profit: $423M (27% y/y) Gross margin: 25.9% Net income: $101M (206% y/y) $TOST Q3 [----] earnings results: Total locations: 156K (23% y/y) Gross Payment Volume (GPV): $51.5B (24% y/y) Total revs: $1.633B (25% y/y) - Subscription revs: $244M (29% y/y) - Financial technology solutions revs: $1.345B (26% y/y) Gross profit: $432M (34% y/y) Net"  
[X Link](https://x.com/HedgeMind/status/2022070916159877451)  2026-02-12T22:10Z 75.5K followers, 11.4K engagements


"$CRWV We see strong Institutional buying in Q4 The latest #13F data shows institutional investors among early filers increased their positions by 214% q/q a significant increase in ownership. Buying institutions now represent 71%+ of all reporting holders highlighting strong and broad-based accumulation. 📊 Institutional demand remains firmly in control. $CRWV Institutional Demand Surges While Hedge Funds Pull Back Our data shows a clear divergence in Q3: Investors overall were very positive ➣Total holders climbed to a new record high (630) ➣Total shares held rose to 250M+ now 65% ownership"  
[X Link](https://x.com/HedgeMind/status/2019198239367741648)  2026-02-04T23:55Z 75.5K followers, [----] engagements


"$ABNB Q4 [----] earnings results: Gross Booking Value (GBV): $20.4B (16%y/y) Total revenue: $2.8B (12% y/y) Net income: $341M (12% y/y) Free cash flow: $521M Nights & Experience Booked: 121.9M (10% y/y) Q1 [----] Outlook: Expect total revs to be at least $2.59B (14% y/y) Shareholder Letter: https://s26.q4cdn.com/656283129/files/doc_financials/2025/q4/Airbnb_Q4-2025-Shareholder-Letter.pdf $ABNB Q3 [----] earnings results: Revenue: $4.1B (10% y/y) Gross Booking Value (GBV): $22.9B (14%y/y) Nights & Seats Booked: 133.6M (9% y/y) Net income: $1.4B (0% y/y) Free cash flow: $1.3B (18% y/y) Q4 2025"  
[X Link](https://x.com/HedgeMind/status/2022059949472493980)  2026-02-12T21:27Z 75.5K followers, 10.5K engagements


"$TOST Q4 Institutional Activity Snapshot Neutral Over [---] institutional holders (71% of Q3 holders) have reported Q4 positions collectively owning 237M+ shares down 2% q/q as of 12/31. More than 50% of these holders bought shares in Q4. But sellers control 62% of total reported shares indicating larger holders trimming positions. $TOST Q4 [----] earnings results: Total locations: 164K (26% y/y) Gross Payment Volume (GPV): $51.4B (22% y/y) Total revs: $1.633B (22% y/y) - Subscription revs: $256M (28% y/y) - Financial technology solutions revs: $1.334B (22% y/y) Gross profit: $423M (27% y/y)"  
[X Link](https://x.com/HedgeMind/status/2022097809428951129)  2026-02-12T23:57Z 75.5K followers, [----] engagements


"$CRM Generation Investment a hedge fund co-founded by Al Gore bet big on the stock. The fund initiated a new position in Q3 and then raised its initial stake by 52% to 2.77M+ shares making $CRM its top buy in Q4. Generation previously successfully owned a large position of 6.8M+ shares and exited with 40% return. https://twitter.com/i/web/status/2022106497971597567 https://twitter.com/i/web/status/2022106497971597567"  
[X Link](https://x.com/HedgeMind/status/2022106497971597567)  2026-02-13T00:32Z 75.5K followers, [----] engagements


"Renaissance Technologies Made Its Largest Portfolio Cut Since 3Q22 The fund reduced total market exposure by $9B+ in Q4 a decline of approximately 13%. It marks the largest quarterly reduction since 3Q22 signaling a notable shift in positioning to close out the year. 📊 A meaningful adjustment from one of the markets most closely watched quantitative funds. https://twitter.com/i/web/status/2022114828064796796 https://twitter.com/i/web/status/2022114828064796796"  
[X Link](https://x.com/HedgeMind/status/2022114828064796796)  2026-02-13T01:05Z 75.5K followers, [----] engagements


"$SHOP Q2 [----] earnings results: GMV up 31% y/y to $87.837B Total revs up 31% y/y to $2.68B - Merchant Solutions revs up 36.57% y/y to $2.024B - Subscription Solutions revs up 16.52% y/y to $656M Gross profit up 24.6% y/y to $1.3B 48.6% gross margin Investor Deck: https://s27.q4cdn.com/572064924/files/doc_financials/2025/q2/Investor-Overview-Deck-Q2-2025-FINAL.pdf $SHOP 25Q1 earnings results: GMV up 23% y/y to $74.8B Total revs up 26.81% y/y to $2.36B - Merchant Solutions revs up 28.88% y/y to $1.74B - Subscription Solutions revs up 21.33% y/y to $620M Gross profit up 22.15% y/y to $1.169B"  
[X Link](https://x.com/HedgeMind/status/1953181501283287141)  2025-08-06T19:48Z 75.5K followers, 15.6K engagements


"$TTAN Q3 FY26 earnings results: Total revenue: $249.2M (25% y/y) Platform revenue: $239.6M (25% y/y) Professional services and other: $9.6M (19% y/y) Gross profit: $176.3M (36% y/y) Gross margin: 71% Q4 FY26 Outlook: Expect total revs to be at least $244M (16.7% y/y) Earnings Presentation: https://investors.servicetitan.com/static-files/e284164a-1deb-4992-9bb2-78ddb3a20c63 https://investors.servicetitan.com/static-files/e284164a-1deb-4992-9bb2-78ddb3a20c63"  
[X Link](https://x.com/HedgeMind/status/1996721832851132657)  2025-12-04T23:22Z 75.5K followers, [----] engagements


"Here are the top [--] stocks of Druckenmiller's portfolio which delivered 20% gain in Q4 2025: $NTRA +55% $TEVA +59% $INSM +22% $TSM +17% $WWD +29% $MELI $FIGR $DOCU $CPNG $VRNA See more insights:🔥👇🏼 https://hedgemind.com/hedge-fund-portfolios/Stanley-Druckenmiller New Year New Investing Strategy Hedge fund legend Stanley Druckenmiller has outperformed the market ($QQQ) by a wide margin over the past three years: Annualized returns (as of 12/31/2025) Druckenmiller vs. $QQQ 👇🏼 ➣1 Year: 42% vs. 21% ➣3 Year: 40% vs. 33% If you cant https://t.co/EW6fODkBOJ"  
[X Link](https://x.com/HedgeMind/status/2009018347762143350)  2026-01-07T21:44Z 75.5K followers, [----] engagements


"Growth tech earnings to watch for the week of Jan. [--] [----] (**Before the market open BMO): Tue 1/27 Ticker $STX Wed 1/28 $MSFT $META $TSLA $CLS $ASML** $GEV** $LRCX $NOW $GLW $IBM Thur 1/29 $AAPL $SNDK $WDC"  
[X Link](https://x.com/HedgeMind/status/2015173490639593645)  2026-01-24T21:22Z 75.5K followers, [----] engagements


"One thing most investors misunderstand about hedge fund conviction Its not what they buy. Its how long theyre willing to look wrong. #HedgeMind-Insights https://twitter.com/i/web/status/2015182198295715906 https://twitter.com/i/web/status/2015182198295715906"  
[X Link](https://x.com/HedgeMind/status/2015182198295715906)  2026-01-24T21:57Z 75.5K followers, 12.9K engagements


"$APP Institutional Activity Baillie Gifford Baillie Gifford one of the top institutional holders of $APP kept its stake steady at 6M+ shares for a second consecutive quarter as of 12/31. The long-term investor remains a high-conviction holder even as its position has nearly doubled over time a sign of sustained confidence rather than short-term trading. 📊 Steady ownership from long-term managers often speaks louder than frequent moves. $APP Institutional Activity Baillie Gifford Baillie Gifford a top [--] institutional holder of $APP raised its stake by 20%+ in Q2 to 6.4M+ shares. $APP ranked"  
[X Link](https://x.com/HedgeMind/status/2016244392684863900)  2026-01-27T20:18Z 75.5K followers, 14.6K engagements


"$APP ticks higher after Needham upgrades to Buy Price target raised to $700. The analyst remains bullish on $APPs long-term upside citing the potential to mirror TikToks early U.S. ad growth curve.👇🏼 📊If that comparison plays out todays price may be an opportunistic entry point. $APP Institutional Activity Baillie Gifford Baillie Gifford one of the top institutional holders of $APP kept its stake steady at 6M+ shares for a second consecutive quarter as of 12/31. The long-term investor remains a high-conviction holder even as its position has https://t.co/bS44gno8JD $APP Institutional"  
[X Link](https://x.com/HedgeMind/status/2016252904500572569)  2026-01-27T20:52Z 75.5K followers, [----] engagements


"$STX FQ2 [----] earnings results: Revenue: $2.83B (22% y/y) - Data Center revs $2.22B (28% y/y) 79% of total revs - Edge IoT revs $601M (2% y/y) Gross margin: 41.6% (670 bps y/y) +210bps Q/Q Net income: $593M (76.5% y/y) FYQ3 [----] Outlook: Expect revenue to be at least $2.9B (plus or minus $100M) https://s24.q4cdn.com/101481333/files/doc_financials/2026/q2/STX-FQ2-26-Supplemental.pdf https://s24.q4cdn.com/101481333/files/doc_financials/2026/q2/STX-FQ2-26-Supplemental.pdf"  
[X Link](https://x.com/HedgeMind/status/2016269965628997753)  2026-01-27T21:59Z 75.5K followers, [----] engagements


"$STX 4Q25 Institutional Activity Snapshot Strong Buying Early #13F data indicates institutions loaded up shares increasing their holdings by 46%+ as of 12/31. Notably buying institutions tend to be larger holders with an average position size of 47K shares compared with 17K shares held by selling institutions. 📊 Position size tells you who was leaning in. https://hedgemind.com/13f-filing-dashboard $STX FQ2 [----] earnings results: Revenue: $2.83B (22% y/y) - Data Center revs $2.22B (28% y/y) 79% of total revs - Edge IoT revs $601M (2% y/y) Gross margin: 41.6% (670 bps y/y) +210bps Q/Q Net"  
[X Link](https://x.com/HedgeMind/status/2016293692022366458)  2026-01-27T23:34Z 75.5K followers, [----] engagements


"$CLS Q4 [----] earnings results: Total revenue: $3.65B (44% y/y) Gross profit: $433.1M (45.7% y/y) Gross margin: 11.8% Net income: $267.5M (76% y/y) Q4 [----] Outlook: Expect total revs to be at least $3.85B (45.7% y/y) https://corporate.celestica.com/static-files/3f82636d-2990-46aa-af30-3b7ddbc66b60 https://corporate.celestica.com/static-files/3f82636d-2990-46aa-af30-3b7ddbc66b60 https://corporate.celestica.com/static-files/3f82636d-2990-46aa-af30-3b7ddbc66b60 https://corporate.celestica.com/static-files/3f82636d-2990-46aa-af30-3b7ddbc66b60"  
[X Link](https://x.com/HedgeMind/status/2016625586278715595)  2026-01-28T21:33Z 75.5K followers, [----] engagements


"$GLW Q4 [----] Earnings Results: Total revenue: $4.22B (20% y/y) Gross margin: 35.5% Net income: $540M (74% y/y) +26% Q/Q Earnings Presentation: https://s203.q4cdn.com/212458750/files/doc_financials/2025/q4/2026-01-28-Fourth-Quarter-and-Full-Year-Earnings-Call-Presentation-with-Appendix.pdf https://s203.q4cdn.com/212458750/files/doc_financials/2025/q4/2026-01-28-Fourth-Quarter-and-Full-Year-Earnings-Call-Presentation-with-Appendix.pdf"  
[X Link](https://x.com/HedgeMind/status/2016629957192274337)  2026-01-28T21:50Z 75.5K followers, [----] engagements


"$PLTR 4Q25 Institutional Activity Snapshot Early 13F filings are in. While overall sentiment is Neutral the conviction is in the buying. 📊 The Data: ➣1100+ Filers: 41% of total holders have reported. The Divergence: Only 43% of holders added BUT those buyers control 85% of total shares. ➣The Signal: The "Super Majority" of institutional weight isn't just holdingthey are adding. When the largest position holders increase their stakes it creates a long-term support floor. See top buyers 👇🏼 https://hedgemind.com/13f-filing-dashboard Growth tech earnings to watch for the week of Feb. [--] 2026"  
[X Link](https://x.com/HedgeMind/status/2018076353057406994)  2026-02-01T21:37Z 75.5K followers, [----] engagements


"$PLTR Q4 [----] earnings results: Total revenue: $1.407B (70% y/y) +19% Q/Q Commercial revs: $677M (82% y/y) Gov revs: $730M (60% y/y) U.S. revs: $1.076BM (93% y/y) +22% Q/Q U.S. Commercial revs: $507M (137% y/y) +28% Q/Q U.S. Gov revs: $570M (66% y/y) +17% Q/Q Net income: $609M (670% y/y) +28% Q/Q Customer count: [---] (34% y/y) US Commercial Customers [---] (49% y/y) Q1 [----] Outlook: Expect total revs to be at least $1.532B Total revs growth continued accelerating Earnings Presentation: https://investors.palantir.com/files/Palantir%20-%20Q4%202025%20Investor%20Presentation.pdf $PLTR Q3 2025"  
[X Link](https://x.com/HedgeMind/status/2018441436782567718)  2026-02-02T21:48Z 75.5K followers, [----] engagements


"$AMD Q4 [----] earnings results: Total revenue: $10.27B (34% y/y) +11% q/q Data center: $5.4B (39% y/y) growth accelerating Client & Gaming: $3.9B (37% y/y) Gross profit: $5.58B (44% y/y) +17% q/q Gross margin: 54% (3 ppts y/y) +2ppts q/q Net income: $1.51B (213% y/y) +22% q/q Q1 [----] Outlook: Expect total revs to be $9.8B +/- $300M Earnings Presentation: https://d1io3yog0oux5.cloudfront.net/_9e53a689347290edd98a4765563a0474/amd/db/841/9223/presentation/AMD+Q4%2725+Earnings+Slides+FINAL.pdf $AMD Q3 [----] earnings results: Total revenue: $9.25B (36% y/y) +20% q/q Data center: $4.3B (22% y/y)"  
[X Link](https://x.com/HedgeMind/status/2018798949835087944)  2026-02-03T21:29Z 75.5K followers, [----] engagements


"$SMCI Q2 FY2026 earnings results: Total revenue: $12.7B (123% y/y) +154% q/q Gross profit: $799M (19% y/y) Gross margin: 6.3% ((5.5 ppts y/y) [---] ppts q/q Net income: $401M ( 25% y/y) +139% q/q Q3 FY2026 Outlook: Expect total revs to be at least $12.3B Earnings presentation: https://s204.q4cdn.com/707617056/files/doc_financials/2026/q2/FQ226-Earnings-Deck-VFinal.pdf Growth tech earnings to watch for the week of Feb. [--] [----] (**Before the market open BMO): Mon 2/2 $PLTR $FN Tue 2/3 $AMD $SMCI $LITE Wed 2/4 $GOOGL $ARM $UBER** $QCOM $SNAP $COHR $SYM $TTMI $SITM Thur 2/5 $AMZN $RDDT $RBLX $IREN"  
[X Link](https://x.com/HedgeMind/status/2018808877538804170)  2026-02-03T22:08Z 75.5K followers, [----] engagements


"$AMD Q4 Institutional Activity Snapshot Slightly Bullish So far 1350+ institutional holders (50%+ of Q3 holders) have reported Q4 positions collectively owning 250M+ shares up 5.5% q/q as of 12/31. Among these holders buyers represent 60%+ and control 85%+ of total reported shares indicating accumulation led by larger higher-conviction investors. Top institutional buyers include: Jennison Associates Assenagon Vanguard 📊 A modest increase in ownership with buying concentrated among the biggest players. Track the latest #13F filings: https://hedgemind.com/13f-filing-dashboard $AMD David Tepper"  
[X Link](https://x.com/HedgeMind/status/2018852429442474182)  2026-02-04T01:01Z 75.5K followers, [----] engagements


"$UBER Q4 Institutional Activity Snapshot Slightly Bullish Over [----] institutional holders (45% of Q3 holders) have reported Q4 positions collectively owning 360M+ shares up 3% q/q as of 12/31. Among these holders majority of them added more shares. Large and bullish institutional holders control 78% of total reported shares. 👇🏼 Track the latest #13F filings: https://hedgemind.com/13f-filing-dashboard $UBER Q4 [----] earnings results: Trips: 3.8B (22% y/y) Gross Booking: $54.1B (22% y/y) Total revenue: $14.4B (22% y/y) 27% of Gross booking Mobility revs: $8.2B (19%y/y) Delivery revs: $4.89B"  
[X Link](https://x.com/HedgeMind/status/2019190007093948449)  2026-02-04T23:23Z 75.5K followers, [----] engagements


"$RBLX Q4 [----] earnings results: Total revenue: $1.4B (43% y/y) Booking: $2.28B (63%y/y) DAUs: 144M (69% y/y) Hours Engaged: 35B (88% y/y) ABPDAU: $15.38 Avg. Monthly Unique Payers: 36.7M (94% y/y) Free cash flow: $307M (155% y/y) Q1 [----] Outlook: Expect revs to be at least $1.37B (32% y/y) https://s27.q4cdn.com/984876518/files/doc_financials/2025/q4/Q4-2025-Supplemental-Materials.pdf $RBLX Q3 [----] earnings results: Total revenue: $1.36B (48% y/y) Booking: $1.92B (70%y/y) DAUs: 151.5M (70% y/y) Hours Engaged: 39.6B (91% y/y) ABPDAU: $12.68 Avg. Monthly Unique Payers: 35.8M (88% y/y) Free cash"  
[X Link](https://x.com/HedgeMind/status/2019522715624042643)  2026-02-05T21:25Z 75.5K followers, [----] engagements


"#13F Watch Q4 Update (as of Feb. 6) Nearly 50% of total expected institutional filers including 10% of hedge funds have reported Q4 holdings. Holding data to date indicates that these high growth stocks attracted net money inflows (min +10% q/q) from institutional investors (100+ holders): $CRWV $CVNA $RDDT $DUOL $RKLB $CRDO $IOT $ALAB + these growth techs $CFLT $S $SNOW https://twitter.com/i/web/status/2020240004937871795 https://twitter.com/i/web/status/2020240004937871795"  
[X Link](https://x.com/HedgeMind/status/2020240004937871795)  2026-02-07T20:55Z 75.5K followers, [----] engagements


"$MNDY closed down 20.80% to $77.62 near its all time low after reported its Q4 earnings results this morning. Revenue: $333.9M (25% y/y) Gross profit: $297M (25% y/y) Gross margin: 89% Net income: $77M (233% y/y) Total customers: 252K Customers w/ $50k+ ARR: [----] (34% y/y) Customers w/ $100k+ ARR: [----] (45% y/y) Customers w/ $500k+ ARR: [--] (74% y/y) Growth of enterprise customers remain very strong Expect Q1 [----] revs to be at least $338M (20% y/y) Investor Slides: https://s29.q4cdn.com/881027206/files/doc_financials/2025/q4/Q4-25-Investor-Slides.pdf $MNDY is now down 15%+ after reported its"  
[X Link](https://x.com/HedgeMind/status/2020971137774346500)  2026-02-09T21:20Z 75.5K followers, [----] engagements


"New 3F filing season has just started. HM's Form 13F Filings dashboard is now live. Check your stocks and see what institutional investors have done in 19Q4. It is early note 80%+ of hedge funds will report near the end of filing period Feb [--]. https://hedgemind.com/13f-filing-dashboard https://hedgemind.com/13f-filing-dashboard"  
[X Link](https://x.com/anyuser/status/1215353605680549888)  2020-01-09T19:24Z 75.5K followers, [--] engagements


"$BILL up in a.h. after reported quarterly earnings👇🏿 Total revs up 156% y/y to $200.2M vs - Core revs up 151% y/y to $194.8M - Transaction fees up 201% y/y to $139.6M Expect next Q revs to be min $208M up 76% y/y Alex Sacerdote closed another big winner w/ 160% gain in Q2. $BILL 😮 👇🏿 Alex Sacerdote our favorite manager got in way earlier than today. #Best2Follow. https://t.co/aKG9fyU4kE $BILL 😮 👇🏿 Alex Sacerdote our favorite manager got in way earlier than today. #Best2Follow. https://t.co/aKG9fyU4kE"  
[X Link](https://x.com/HedgeMind/status/1560365246929203200)  2022-08-18T20:37Z 75.5K followers, [--] engagements


"$UBER Q3 [----] earnings results: Trips: 3.5B (22% y/y) Gross Booking: $49.7B (21% y/y) Total revenue: $13.5B (19% y/y) % of Gross booking Mobility revs: $7.682B (18% y/y) Delivery revs: $4.477B (27% y/y) Freight revs: $1.308B (0% y/y) Net income: $6.626B (154% y/y) Q4 [----] Outlook: Expect Gross Booking to be at least $52.25B (17% y/y) Earnings Presentation: https://s23.q4cdn.com/407969754/files/doc_earnings/2025/q3/supplemental-info/Uber-Q3-25-Earnings-Supplemental-Data.pdf $UBER Q2 [----] earnings results: Revs up 18% y/y to $12.651B 27% of Gross Bookings - Mobility revs up 19% y/y to $7288B -"  
[X Link](https://x.com/HedgeMind/status/1985923918906212571)  2025-11-05T04:15Z 75.5K followers, 22.7K engagements


"$PATH Steve Cohen Was the Top New Buyer in Q3 Steve Cohens Point72 loaded up 2.46M shares of $PATH during Q3 when the stock was trading around $12. After todays earnings beat $PATH jumped to as high as $17 in after-hours trading. If the move holds Point72 is looking at a 40% gain on this new position by tomorrow. A win is a win Learn how other hedge funds did: https://hedgemind.com/stocks/PATH $RKLB Steve Cohen's Point72 was top new buyer among hedge funds. His new position is now at a new all time high today. https://t.co/fxbnRqosJo https://t.co/64PzBEfLHL https://hedgemind.com/stocks/PATH"  
[X Link](https://x.com/HedgeMind/status/1996377724001395172)  2025-12-04T00:35Z 75.5K followers, 13K engagements


"Here are some biotech stocks that top hedge funds have acquired 5% or more ownership recently: $IRON $KALV $FBRX $VSTM $IPSC Most notable buyer is Steve Cohen's Point72. Track latest 13D/G filings in real-time: https://hedgemind.com/real-time-13dg Biotech Hedge Funds Dominated in [----] Biotech-focused hedge funds delivered an exceptional year with [--] of the top [--] best-performing hedge funds posting gains above 50%. The leaders include: Fairmount Funds Octagon Deep Track Capital Perceptive Advisors Commodore Capital Baker https://hedgemind.com/real-time-13dg Biotech Hedge Funds Dominated in"  
[X Link](https://x.com/HedgeMind/status/2010096727379132667)  2026-01-10T21:09Z 75.5K followers, 11.7K engagements


"Billionaire Ron Baron's "open-ended opportunity investments:" $TSLA $UA $MBLY http://t.co/A1SmIDdN6g http://cnb.cx/1GZBhnD http://cnb.cx/1GZBhnD"  
[X Link](https://x.com/HedgeMind/status/611689651628183552)  2015-06-19T00:19Z 75.5K followers, [--] engagements


"$SUPN held by Joseph Edelman; $ESNT by George Soros & Jeremy Grantham; $ORA by Jim Simons; $AGX has more buyers $HQY by Crosslink Capital"  
[X Link](https://x.com/HedgeMind/status/777709957604970497)  2016-09-19T03:24Z 74.2K followers, [--] engagements


"Stocks traded at [--] wks high today that also loved by hedge funds: $AMZN $NVDA $CXO $IGT $BIOS $PCLN $CMA $PVH $SLCA"  
[X Link](https://x.com/HedgeMind/status/783414028370444289)  2016-10-04T21:10Z 73.8K followers, [--] engagements


"$ALNY a 40% hair cut tomorrow for these unfortunate hedgies"  
[X Link](https://x.com/HedgeMind/status/783860429265133568)  2016-10-06T02:44Z 73.8K followers, [--] engagements


"$EBAY Need to see reversal of declining hedge fund holders in Q3 just as AMZN had in 14Q4. That'll be bullish sign"  
[X Link](https://x.com/HedgeMind/status/786388309899550721)  2016-10-13T02:09Z 73.8K followers, [--] engagements


"$AAL $DAL $UAL are Buffett's new bets roughly 1% of portfolio in Q3. He kept top [--] essentially unchanged. https://hedgemind.com/hedge-fund-portfolios/Warren-Buffett https://hedgemind.com/hedge-fund-portfolios/Warren-Buffett"  
[X Link](https://x.com/HedgeMind/status/798307090091548672)  2016-11-14T23:30Z 73.8K followers, [--] engagements


"$BMRN $AERI $AVXS $DERM $ZGNX are the most loved stocks among [--] biotech hedge funds HM tracks. Each stock has at least [--] holders"  
[X Link](https://x.com/HedgeMind/status/799405021968220160)  2016-11-18T00:13Z 73.8K followers, [--] engagements


"$MSFT HM indicators flash bearish sign (see chart). Top long term holder Jeffrey Ubben led the selling herd & cashed out 1/3 of his chips"  
[X Link](https://x.com/HedgeMind/status/804036805762818048)  2016-11-30T18:58Z 73.8K followers, [--] engagements


"Kris Jenner of Rock Capital has [--] of [--] stock picks from Robin Hood Conf. Hedgies were more bullish on $AAP $SERV $EXAS $PRGO $BIO in Q3"  
[X Link](https://x.com/HedgeMind/status/804165324127891456)  2016-12-01T03:28Z 73.8K followers, [--] engagements


"$CARB Seymour Kaufman of Crosslink Capital just sold 29% of 1.87mln stake as of 11/28. Stock gained 83% YTD. He is cashing out"  
[X Link](https://x.com/HedgeMind/status/804806939494387712)  2016-12-02T21:58Z 74.2K followers, [--] engagements


"$WDC An old stock gained new life lately. Hedge funds had loaded up shs in the last two quarters (see charts). It raised Q2 outlook today"  
[X Link](https://x.com/HedgeMind/status/806338592033280000)  2016-12-07T03:24Z 73.8K followers, [--] engagements


"$MAR at 52wk high. Heavy buyings of hedge funds in the last [--] Qs are clearly bearing the fruits. https://hedgemind.com/stocks/MAR https://hedgemind.com/stocks/MAR"  
[X Link](https://x.com/HedgeMind/status/808771573926621184)  2016-12-13T20:32Z 73.8K followers, [--] engagements


"Im finding tons of shorts and no longs Tilson said. He is bullish on Fannie Mae Freddie Mac Berkshire Hathaway http://bloom.bg/2gXjfvs http://bloom.bg/2gXjfvs"  
[X Link](https://x.com/HedgeMind/status/810300702597742596)  2016-12-18T01:48Z 73.8K followers, [--] engagements


"$OPHT Novo A S just liquidated all its remaining 3.61mln shs at $4.72-4.97 as of 12/5. https://hedgemind.com/real-time-insights/ https://hedgemind.com/real-time-insights/"  
[X Link](https://x.com/HedgeMind/status/810986949867552768)  2016-12-19T23:15Z 73.8K followers, [--] engagements


"Want to spot the next big winner Look for 3R: Rising bullish sentiment Rising share ownership Rising fund holders as seen in $NVDA $AMZN"  
[X Link](https://x.com/HedgeMind/status/814203025925341184)  2016-12-28T20:15Z 73.8K followers, [--] engagements


"$TMUS great stock. But a clear divergence is seen in our indicators among hedge fund holders. Check who were selling https://hedgemind.com/stocks/TMUS https://hedgemind.com/stocks/TMUS"  
[X Link](https://x.com/HedgeMind/status/817167532444393472)  2017-01-06T00:34Z 73.8K followers, [--] engagements


"Top earnings watch today including a few super popular stocks among hedge funds: $MSFT $GOOG $INTC $SBUX Learn more https://hedgemind.com/stocks/INTC https://hedgemind.com/stocks/INTC"  
[X Link](https://x.com/HedgeMind/status/824716372080943104)  2017-01-26T20:31Z 73.8K followers, [--] engagements


"$ADSK Scott Ferguson of Sachem Head Capital updated recent event with issuer in his #13D filing no stake changed. https://www.sec.gov/Archives/edgar/data/769397/000092189517000208/sc13da410692002_02072017.htm https://www.sec.gov/Archives/edgar/data/769397/000092189517000208/sc13da410692002_02072017.htm"  
[X Link](https://x.com/HedgeMind/status/829061415742820352)  2017-02-07T20:16Z 73.8K followers, [--] engagements


"$AMZN is even loved by value investor RUANE CUNNIFF & GOLDFARB that bought [------] Amazon shs worth 3% of its $10+bln portfolio in 16Q4"  
[X Link](https://x.com/HedgeMind/status/831405709015126016)  2017-02-14T07:32Z 73.8K followers, [--] engagements


"Leon Cooperman's new buys: $AMZN $TSRO $BLUE $ZNGA $APC $WRD. He reduced stakes in each of top [--] holdings except $SHPG"  
[X Link](https://x.com/HedgeMind/status/831608487020941312)  2017-02-14T20:58Z 73.8K followers, [--] engagements


"$SRPT up 10% YTD but still down 50% from Oct high. Steve Cohen raised stake recently to 2.8mln shs 5.2% as of 2/22. https://hedgemind.com/stocks/SRPT https://hedgemind.com/stocks/SRPT"  
[X Link](https://x.com/HedgeMind/status/834941932593782784)  2017-02-24T01:44Z 73.8K followers, [--] engagements


"$PBYI Noticed a few hedgies made big move in 16Q4. Jeremy Green's Redmile Group doubled stake to 1.29mln shs & made a top [--] holding"  
[X Link](https://x.com/HedgeMind/status/837060756117975040)  2017-03-01T22:03Z 75.4K followers, [--] engagements


"$EQIX Never seen a chart that shows negative correlation between # of shares owned by hedgies & price have lasted so long. Fun to share"  
[X Link](https://x.com/HedgeMind/status/839217742209142784)  2017-03-07T20:54Z 73.8K followers, [--] engagements


"David Tepper to appear on CNBC at 7:30am ET on Wed. Watch if he makes any comment on his new buys $TEVA $MYL $MU $AAL & his top pick $AGN"  
[X Link](https://x.com/HedgeMind/status/839345874060746752)  2017-03-08T05:23Z 73.8K followers, [--] engagements


"$MBLY is one of stocks w/ HM "Accumulate" rating. A quick analysis shows stocks w/ the same rating include $GBT $WTW $INCY $AKAO $SQ"  
[X Link](https://x.com/HedgeMind/status/841444799836168192)  2017-03-14T00:24Z 73.8K followers, [--] engagements


"$VRX Ackman vs Ubben a battle of [--] hedge fund whales for the pride and ego. In There will only be one winner. An image to record the trade:"  
[X Link](https://x.com/HedgeMind/status/842868535005085696)  2017-03-17T22:41Z 73.8K followers, [--] engagements


"What did Vanguard do in March Overwhelmingly buyings as seen in its 13G filings YTD. $PRGO $ARRY $MTCH $MRO $KCG https://hedgemind.com/real-time-insights/filed_by=VANGUARD%20GROUP%20INC https://hedgemind.com/real-time-insights/filed_by=VANGUARD%20GROUP%20INC"  
[X Link](https://x.com/HedgeMind/status/851889432416223232)  2017-04-11T20:07Z 73.8K followers, [--] engagements


"$NBIX #1 pick of biotech hedgie Joseph Edelman finally gets the spotlight +24% after FDA approving its first drug Ingrezza. Top holders:"  
[X Link](https://x.com/HedgeMind/status/852279727507111936)  2017-04-12T21:58Z 73.8K followers, [--] engagements


"$ISRG beats earnings & stock +$30 to all time high $789 in a.h. Top holder Arthur Cohen got on board just in time. https://hedgemind.com/stocks/ISRG https://hedgemind.com/stocks/ISRG"  
[X Link](https://x.com/HedgeMind/status/854440789228650496)  2017-04-18T21:05Z 73.8K followers, [--] engagements


"Where Bill Nygren's Harris Associates spent its money the most in Q1: $C $GE $WLTW $MCO https://hedgemind.com/hedge-fund-portfolios/Bill-Nygren https://hedgemind.com/hedge-fund-portfolios/Bill-Nygren"  
[X Link](https://x.com/HedgeMind/status/862044884370313217)  2017-05-09T20:41Z 73.8K followers, [--] engagements


"David Tepper's biggest new buy is 1.5M sh $SPY in Call Options indicating his bullish view on the market. $BAC $MU $GM $LUV all big buys"  
[X Link](https://x.com/HedgeMind/status/863131224226713600)  2017-05-12T20:38Z 73.8K followers, [--] engagements


"Dan Loeb started selling $AAPL in 16Q4 now he sold out $AAPL. He captured bulk of $AAPL's gain since 16Q3. Now his top new pick is $TMUS"  
[X Link](https://x.com/HedgeMind/status/863138929389613056)  2017-05-12T21:08Z 73.8K followers, [--] engagements


"Ken Heebner closed out $AMD right on the top in Q1 a perfect trade. Many top semi winners are still in his portfolio: $WDC $MU $NVDA"  
[X Link](https://x.com/HedgeMind/status/863160687241052160)  2017-05-12T22:35Z 73.8K followers, [--] engagements


"Stanley Druckenmiller's top [--] holdings are all NEW picks but one: $MSFT $LYB $EEM $GOOGL $CRM $PCLN $AMZN $FB $ABX $EA"  
[X Link](https://x.com/HedgeMind/status/864209206403973122)  2017-05-15T20:01Z 73.8K followers, [--] engagements


"Exact [--] years ago Bill Ackman initiated $VRX & he had $16B reported portfolio value today $VRX closed only $6B reported"  
[X Link](https://x.com/HedgeMind/status/864241312404389890)  2017-05-15T22:09Z 73.8K followers, [--] engagements


"George Soros added [---] new positions & increased [--]. But 51% of new money went these [--] stocks: $LRCX $HPE $FB $SNAP $CI $MDLZ $RAI "  
[X Link](https://x.com/HedgeMind/status/864253375956738049)  2017-05-15T22:57Z 73.8K followers, [--] engagements


"$VRX enjoyed a rare surge of new buyers in Q1. Hedge fund sentiment shows 60% bullishness which is the highest since Q2'14"  
[X Link](https://x.com/HedgeMind/status/864586284102111233)  2017-05-16T21:00Z 73.8K followers, [--] engagements


"$WDC's price continues to correlate closely to the total shares held among hedge funds an indicator to watch for eventual breakdown"  
[X Link](https://x.com/HedgeMind/status/865682164334997504)  2017-05-19T21:34Z 73.8K followers, [--] engagements


"$PANW Hedge funds were big buyers in Q1 as our consensus indicators show. They probably expected a turnaround then. https://hedgemind.com/stocks/PANW https://hedgemind.com/stocks/PANW"  
[X Link](https://x.com/HedgeMind/status/870054822514278400)  2017-05-31T23:10Z 73.8K followers, [--] engagements


"5 Top performing tech hedge funds QTD. Check what winning stocks behind their top performances. Chris Lyle: $SHOP $FB $AMZN $MSFT $WDAY"  
[X Link](https://x.com/HedgeMind/status/870387465604931584)  2017-06-01T21:11Z 73.8K followers, [--] engagements


"$GILD another stock hedge funds found attractive to buy. It now trades below Q1 low. Check High-conviction buyers: https://hedgemind.com/stocks/GILD https://hedgemind.com/stocks/GILD"  
[X Link](https://x.com/HedgeMind/status/874708220215934976)  2017-06-13T19:21Z 73.8K followers, [--] engagements


"@rixstox Check the filing symbol should be $HRI Herc Holdings Inc. instead of $HTZ Hertz Global Holdings Inc. Thanks for questioning"  
[X Link](https://x.com/HedgeMind/status/876916619947016193)  2017-06-19T21:36Z 75K followers, [--] engagements


"$ADSK Long term investors are cashing out. Scott Ferguson's Sachem Head Capital just sold half 6.25M shs at $102.75 on yesterday 6/21"  
[X Link](https://x.com/HedgeMind/status/877972707886772224)  2017-06-22T19:33Z 73.8K followers, [--] engagements


"$VRX John Paulson the top holder has been buying. He bought net 2.4M shs at $13.07/sh on 5/11. Stock up 34% since https://hedgemind.com/stocks/VRX https://hedgemind.com/stocks/VRX"  
[X Link](https://x.com/HedgeMind/status/879443297244033024)  2017-06-26T20:56Z 73.8K followers, [--] engagements


"$VRTX up 120%+ incl. a.h gain. Top hedge fund manager Samuel Isaly shows us how to buy low & sell high as holding history chart shows:"  
[X Link](https://x.com/HedgeMind/status/887420327478804480)  2017-07-18T21:14Z 73.8K followers, [--] engagements


"$SHOR We know who is selling to the buyers on July 27: Robert Moses's RGM Capital unloaded 4.18M shs at $7.5/sh mostly on that day. #13D"  
[X Link](https://x.com/HedgeMind/status/892177212333412352)  2017-08-01T00:16Z 75K followers, [--] engagements


"Value investor Carl Goldsmith's Q2 new buys: $NXST $AAR $CMCSA. They are not cheap stocks anymore. #ValueInvesting. https://hedgemind.com/hedge-fund-portfolios/Carl-Goldsmith https://hedgemind.com/hedge-fund-portfolios/Carl-Goldsmith"  
[X Link](https://x.com/HedgeMind/status/893181249744809984)  2017-08-03T18:46Z 73.8K followers, [--] engagements


"John Armitage of Egerton Capital made $200M by betting $NVDA early & achieved 115% return of investment. He just bought $ALK $EW in Q2. https://x.com/HedgeMind/status/831614727046385664 $NVDA John Armitage of Egerton Capital one of early buyers continued to take profit sold another 60% in 16Q4. https://t.co/CxSqBOy1da https://x.com/HedgeMind/status/831614727046385664 $NVDA John Armitage of Egerton Capital one of early buyers continued to take profit sold another 60% in 16Q4. https://t.co/CxSqBOy1da"  
[X Link](https://x.com/HedgeMind/status/894355372030304256)  2017-08-07T00:31Z 73.8K followers, [--] engagements


"$PBYI must be a "terrible" feeling if one could have sold $200+ before & now had to take profit at max $88. That's the story of Phill Gross"  
[X Link](https://x.com/HedgeMind/status/897952617527001088)  2017-08-16T22:46Z 75.3K followers, [--] engagements


"$AMZN hedge funds as a group tend to start selling long before the stock reaches the top especially so among $AMZN holders"  
[X Link](https://x.com/HedgeMind/status/900089878594990080)  2017-08-22T20:18Z 73.8K followers, [--] engagements


"$SQ up 100%+ YTD. These winning hedgies made timely bets: Glen Kacher of Light Street Adam Wolfberg of Eastbay Brad Gerstner of Altimeter"  
[X Link](https://x.com/HedgeMind/status/907338617722257408)  2017-09-11T20:22Z 73.8K followers, [--] engagements


"$W reclaimed its all time high today. 39% of $W's holders in Q2 are new buyers. Often hedgies tend to start small and add more gradually"  
[X Link](https://x.com/HedgeMind/status/907701886999969792)  2017-09-12T20:26Z 73.8K followers, [--] engagements


"$ULTA Charts show an interesting fact that HF as a group tend to take profit a couple of quarters early ahead of the peak. #HMInsights"  
[X Link](https://x.com/HedgeMind/status/910237436776611840)  2017-09-19T20:21Z 73.8K followers, [--] engagements


"$ALNY $ABUS Roderick Wong of RTW has good reason to celebrate today. Both $ALNY his #1 holding & $ABUS his new #7 stock rose sharply today"  
[X Link](https://x.com/HedgeMind/status/910699798621167617)  2017-09-21T02:58Z 73.8K followers, [--] engagements


"$P Activist Keith Meister a protg of Carl Icahn cut stake by 45% to hold 5% ownership 11.4M shs. Filing shows 7M shs sold at $7.85/sh"  
[X Link](https://x.com/HedgeMind/status/913501610709475329)  2017-09-28T20:32Z 73.8K followers, [--] engagements


"Anna Nikolayevsky of Axel Capital still bets $SPY to go higher w/ 42% of $150M+ portfolio after cut stake by half. Also she cut $NVDA by 60%"  
[X Link](https://x.com/HedgeMind/status/918268378589962240)  2017-10-12T00:13Z 73.8K followers, [--] engagements


"$IBM +8%+ today. Not many would have expected including our beloved Buffett. https://hedgemind.com/stocks/IBM http://on.mktw.net/2giIDZG https://hedgemind.com/stocks/IBM http://on.mktw.net/2giIDZG"  
[X Link](https://x.com/HedgeMind/status/920753061110333440)  2017-10-18T20:46Z 73.8K followers, [--] engagements


"$BABA is a new high-conviction buy of John Armitage of EGERTON CAPITAL a $11B+ top fund. More timely he doubled $AVGO stake to 1.5M shs"  
[X Link](https://x.com/HedgeMind/status/926561847850942464)  2017-11-03T21:28Z 73.8K followers, [--] engagements


"$NTLA Samuel Isaly's Orbimed Advisors sold 5% of its stake [------] mostly at below $22.5/shs from Nov 2-8. Interestingly the share sales started on Nov [--] on the same dat after company announced $150M public offering and continued to today"  
[X Link](https://x.com/HedgeMind/status/928379821884809216)  2017-11-08T21:52Z 73.8K followers, [--] engagements


"$FB remains to be the most popular stock among hedge funds in Q3. The old tech giant $MSFT moved to #2 stock for the first time for a long time while $GOOGL's popularity declined to #5. $AAPL barely made to the top [--]. https://hedgemind.com/consensus-stock-picks/ https://hedgemind.com/consensus-stock-picks/"  
[X Link](https://x.com/HedgeMind/status/930888214176456704)  2017-11-15T20:00Z 73.8K followers, [--] engagements


"$AMAT Hedge funds were big buyers. Its infographics present HM's most bullish pattern: rising sentiment share ownership and holders. David Tepper is a first time buyer & returning buyers include Ken Heebner John Armitage Jeremy Grantham"  
[X Link](https://x.com/HedgeMind/status/931320551619956736)  2017-11-17T00:38Z 73.8K followers, [--] engagements


"$ERYP Baker Bros disclosed a 4.89M shs stake. 3.09M of its stake was purchased from issuer's recent public offering at $23.26/sh & the rest 1.808M sh was purchased in open market at price avg $26.13/sh according to transaction reported"  
[X Link](https://x.com/HedgeMind/status/931421937758216193)  2017-11-17T07:21Z 73.8K followers, [--] engagements


"$DRNA Peter Kolchinsky's RA Capital increased stake by 485K shs to 5.07M shs. The fund converted its preferred stocks to [-------] common shs and received additional [------] as part of $DNRA's recent public offering"  
[X Link](https://x.com/HedgeMind/status/943652888479272960)  2017-12-21T01:22Z 73.8K followers, [--] engagements


"5 top performing billion dollar fund managers who have achieved the best QTD return & each w/ one big winner: Prem Watsa $RFP +116% Stephen DuBois $NKTR +146% Christine Leone $GRUB +39% Jon Hilsabeck $DLTR +25% Jeffrey Ubben $FOX+29%. https://hedgemind.com/ https://hedgemind.com/"  
[X Link](https://x.com/HedgeMind/status/946155182844293121)  2017-12-27T23:05Z 73.8K followers, [--] engagements


"$GOOS Anna Nikolayevsky's Axel Capital bought $GOOS in 17Q4 a stake representing 6.5% of portfolio as of 12/31. The fund sold out $NVDA $ALB two top holding of previous quarter. Nikolayevsky is one of [--] Leading Women in Hedge Funds. #HMProfile"  
[X Link](https://x.com/HedgeMind/status/958864155871625216)  2018-02-01T00:46Z 73.8K followers, [--] engagements


"$REN Jeffrey Tannenbaum's Fir Tree purchased 1.22M shs at avg $33.52/sh last month and increased stake to 8.97% 2.027M shs as of today. The energy company's stock gained 10% in [--] days but still down 27% in [--] mos"  
[X Link](https://x.com/HedgeMind/status/960576438863675392)  2018-02-05T18:10Z 72.5K followers, [--] engagements


"$SGEN Julian Baker's Baker Bros funds again put new money in the stock. The funds purchased [-------] shs at $52 from the issuer's recent offering. As of today the funds own 49.82M shs 31.7% of O/S"  
[X Link](https://x.com/HedgeMind/status/960642176056098817)  2018-02-05T22:31Z 73.8K followers, [--] engagements


"$SNAP up sharply 25% in a.h. after earnings beat. These two hedge funds dared to bet the farm on the stock. Eashwar Krishnan's Tybourne Capital put 16% of its $1.3B+ funds in this stock alone. See who else in it: https://hedgemind.com/stocks/SNAP https://hedgemind.com/stocks/SNAP"  
[X Link](https://x.com/HedgeMind/status/960992527187722240)  2018-02-06T21:44Z 73.8K followers, [--] engagements


"$CBIO Venbio also acquired 6.9% 400K shs likely from the issuer's public offering at $9.5 in Dec. The stake is now up 260%+ as of today. Recently RTW is also a new holder. Most likely more new holders will emerge soon. https://x.com/HedgeMind/status/960568084426670080 $CBIO Roderick Wong's RTW funds acquired 5.71% [------] shs as of 1/26 indicating they purchased shares at $25 if not all. The issuer did a public offering of [---] M shs at $9.5 closed in Dec. Would not be surprised they bought shares from the offering. https://x.com/HedgeMind/status/960568084426670080 $CBIO Roderick Wong's RTW"  
[X Link](https://x.com/HedgeMind/status/963168536859361280)  2018-02-12T21:50Z 73.8K followers, [--] engagements


"$COUP Seymour Kaufman's Crosslink Capital the top holder has reduced its stake 330K 13.8% in 17Q4 to hold 1.98M shs as of 12/31. The stock is at new high since IPO. https://hedgemind.com/stocks/COUP https://hedgemind.com/stocks/COUP"  
[X Link](https://x.com/HedgeMind/status/963179141842354176)  2018-02-12T22:32Z 72.5K followers, [--] engagements


"$AMBA $TWLO are two stocks that long time tech investor Kevin Landis accumulated in 17Q4. He started selling his top holding $NTNX for the first time after stock more than doubled from the low around last Apr"  
[X Link](https://x.com/HedgeMind/status/963218938342522880)  2018-02-13T01:11Z 73.8K followers, [--] engagements


"Energy stocks are New new buys of hedge funds in 17Q4. Slate Path Capital a $1B+ fund allocated near 8% of its money to these [--] energy stocks: $FANG $RSPP $DVN $APA $NBR $WFT"  
[X Link](https://x.com/HedgeMind/status/963869991010418688)  2018-02-14T20:18Z 73.8K followers, [--] engagements


"George Soros' top tech new buys in Q4: $QCOM $MRVL $SWCH $CAVM $UCTT and $SNAP"  
[X Link](https://x.com/HedgeMind/status/963924193854177281)  2018-02-14T23:53Z 73.8K followers, [--] engagements


"Joseph Edelman bought more shares of his top [--] winning stocks: $NBIX $GBT $ZGNX which means these [--] stocks will remain to be active Stock Ideas on HM. https://hedgemind.com/ https://hedgemind.com/"  
[X Link](https://x.com/HedgeMind/status/963941674098421760)  2018-02-15T01:02Z 73.8K followers, [--] engagements


"$SNAP Overall hedge fund sentiment is slightly more bullish than bearish unlike its social media cousin $TWTR enjoys now. These are the early buyers: billionaire fund managers Philippe Laffont Lei Zhang Daniel Och George Soros & tech fund manager Josh Resnick"  
[X Link](https://x.com/HedgeMind/status/964276338562498560)  2018-02-15T23:12Z 73.8K followers, [--] engagements


"$FB is still the most widely held stocks among HM hedge fund universe 400+ top funds. $AMZN $MSFT $BABA $BAC are in the top 5"  
[X Link](https://x.com/HedgeMind/status/964622093353598976)  2018-02-16T22:06Z 73.8K followers, [--] engagements


"10 tech stocks that hedge funds accumulated shares heavily in 17Q4: $TWTR $SHOP $YNDX $VRSK $BOX $MLNX $OCLR $HDP $CAVM $ZEN. See $YNDX's HM infographic as an example:"  
[X Link](https://x.com/HedgeMind/status/968583892495159299)  2018-02-27T20:29Z 73.8K followers, [--] engagements


"60+ biotech/healthcare stocks that were heavily bought by hedge funds we track in 17Q4. Here are [--] of them: $DRNA $MRTX $ASMB $QURE $AMGN $NTLA $ZGNX $CDTX $IOVA $LJPC. See $DRNA's HM infographic as an example. More https://hedgemind.com/stocks/DRNA https://hedgemind.com/stocks/DRNA"  
[X Link](https://x.com/HedgeMind/status/968587192342740992)  2018-02-27T20:42Z 73.8K followers, [--] engagements


"Baker Bros put more money in $ACAD $BMRN $SAGE $ASND $NBIX and [--] stocks. The fund also initiated new stakes in: $NKTR $QURE $CRBP + IPOs $ABLX $ERYP $RYTM $IFRX in Q4"  
[X Link](https://x.com/HedgeMind/status/971173306580660224)  2018-03-06T23:58Z 75.1K followers, [--] engagements


"$TDG Chase Coleman's Tiger Global today bought back [------] shares of 1.34M shs it sold in Q4. interestingly we see a number of big block trades with 200K+ shares went through early in the morning on TDG chart"  
[X Link](https://x.com/HedgeMind/status/971185848094830593)  2018-03-07T00:48Z 73.8K followers, [--] engagements


"$OMED up 70% in a month still below the price Edelman paid in Dec. https://x.com/HedgeMind/status/938518341806723073 $OMED Joseph Edelman's Perceptive initiated 1.03M shs in Q3 & now doubled the size recently to 6.5% 2.47M shs as of 12/6. We estimated his avg purchase price is $4.22/sh. $OMED down 40% YTD. https://t.co/RYyHYtkvVu https://x.com/HedgeMind/status/938518341806723073 $OMED Joseph Edelman's Perceptive initiated 1.03M shs in Q3 & now doubled the size recently to 6.5% 2.47M shs as of 12/6. We estimated his avg purchase price is $4.22/sh. $OMED down 40% YTD. https://t.co/RYyHYtkvVu"  
[X Link](https://x.com/HedgeMind/status/972231100327055360)  2018-03-09T22:02Z 75.1K followers, [--] engagements


"$ADP Ackman sold [------] shs at $118.07/sh (weighted avg.) from 2/23 to 2/28 and sold to close [------] shs of $63 Strike Calls $61.58/sh from 3/9-3/13. Ackman currently still holds 7.2% 31.8M shs. https://x.com/HedgeMind/status/894695519666061312 https://hedgemind.com/real-time-insights/ticker=ADP $ADP Ackman's 1.75M shs were bought at avg price $97.43/sh during 05/10-05/17. The options were bought w/ strikes at 55-88. https://x.com/HedgeMind/status/894695519666061312 https://hedgemind.com/real-time-insights/ticker=ADP $ADP Ackman's 1.75M shs were bought at avg price $97.43/sh during"  
[X Link](https://x.com/HedgeMind/status/973674306411552769)  2018-03-13T21:36Z 73.8K followers, [--] engagements


"Tech stocks that institutional investors with 5%+ ownership are still buying as disclosed in the last [--] days: $IPHI $CTXS $MCHP $MRVL $SYNC $SSTI #InstitutionalSponsorship"  
[X Link](https://x.com/HedgeMind/status/974377448656683008)  2018-03-15T20:11Z 73.8K followers, [--] engagements


"$ESES Fir Tree used a $10M to acquire [-------] shares issuable upon conversion of Series A Preferred Stock April [--] [----] and raised its stake to 58.72M 70.5% of O/S. #PennyStock https://hedgemind.com/stocks/ESES https://hedgemind.com/stocks/ESES"  
[X Link](https://x.com/HedgeMind/status/980950523510534144)  2018-04-02T23:30Z 75.1K followers, [--] engagements


"$NAVI Joshua Friedman's Canyon Capital purchased 5.19M shares at $13.15/sh (weighted avg). in the past [--] days and increased its stake to 7.8% 20.44M shs as of today. The new holding now represents 4% of portfolio value. #HighConvictionBuy"  
[X Link](https://x.com/HedgeMind/status/981690715339018240)  2018-04-05T00:31Z 73.8K followers, [--] engagements


"$ZSAN Adage Capital apparently purchased 1M shs from the company's recent public offering at $5/sh. Aisling Capital the lead investor of share offering hasn't yet disclosed its stake. The stock close price $4.72 is below the offering price today. https://hedgemind.com/stocks/ZSAN https://hedgemind.com/stocks/ZSAN"  
[X Link](https://x.com/HedgeMind/status/982397325807992832)  2018-04-06T23:19Z 73.8K followers, [--] engagements


"5 Large-Cap Stocks ($2B+) that hedge funds acquired 5%+ ownership and disclosed in the last [--] days: $IQ $TI $SLM $CVLT $LHO"  
[X Link](https://x.com/HedgeMind/status/984540166386737152)  2018-04-12T21:14Z 73.8K followers, [--] engagements


"$COO David Blood's Generation Investment doubled its stake to 2.53M shares 5.2% of O/S making the stock now one of top [--] holding w/ a weight of 5.3% as of today. $COO a $11B+ medical device company has traded within a price range $230-250 during the last 12mos"  
[X Link](https://x.com/HedgeMind/status/989574434158604288)  2018-04-26T18:38Z 73.8K followers, [--] engagements


"Seminole Mgmt's #13F for 18Q1 shows it added $HPQ $TSLA $NFLX $BA increased $FB $DAL $INTC sold out $T $TSN $AMGN. https://hedgemind.com/hedge-fund-portfolios/Michael-Messner https://hedgemind.com/hedge-fund-portfolios/Michael-Messner"  
[X Link](https://x.com/HedgeMind/status/989669716477202432)  2018-04-27T00:57Z 73.8K followers, [--] engagements


"$INCY Julian Baker updated its stake to hold 34.52M shs 16.3% of O/S a small increase of [------] shs. But the latest filing does reveal one fact that the top holder hasn't changed its commitment to the stock at all even as it suffered a 50% decline in a year. #HighConviction"  
[X Link](https://x.com/HedgeMind/status/992147542182842368)  2018-05-03T21:03Z 73.8K followers, [--] engagements


"$ROKU $GOOS $CVNA $SHAK $GDDY $FORM $TWOU $AGRX $ALNY are Stocks big institutional investors are buying. Why wait for us to tweet about these info when you can get the same for FREE every second everyday. #StayAheadOfTheCrowd #YourEdge https://hedgemind.com/real-time-insights/ https://hedgemind.com/real-time-insights/"  
[X Link](https://x.com/HedgeMind/status/994654017023238146)  2018-05-10T19:02Z 73.8K followers, [--] engagements


"Brian Bares of Bare Capital. a multi-billion fund initiated a new high-conviction purchase $TRIP in Q1 just in time to catch TRIP's rise after earning release. Bares also bought more of his top [--] winning stocks $IBKR $CSGP #InvestAlongsideTheBest"  
[X Link](https://x.com/HedgeMind/status/994716270795739136)  2018-05-10T23:10Z 73.8K followers, [--] engagements


"Scott Bessent a Soros' protege has achieved great success since launched the multi-billion hedge funds. We estimated his stock holdings along has generated 40%+ gains in the last [--] mos. Here are some of his interesting new picks: $HAL $NEM $CLF #HMRisingStar. https://x.com/HedgeMind/status/895504792679624704 Scott Bessent is not new running big funds but relatively new running his own fund. One to watch: https://t.co/n1xASAQ3SP #HMProfile https://x.com/HedgeMind/status/895504792679624704 Scott Bessent is not new running big funds but relatively new running his own fund. One to watch:"  
[X Link](https://x.com/HedgeMind/status/994720053902819328)  2018-05-10T23:25Z 73.8K followers, [--] engagements


"Philippe Laffont ranked as one of Forbes Highest-Earning Managers this year bought more shares of these top holdings: $TWTR $FB $SHOP $EA. Apparently he took advantage of FB's decline in Mar & bought back shares he sold in 17Q4"  
[X Link](https://x.com/HedgeMind/status/996166794069987329)  2018-05-14T23:14Z 73.8K followers, [--] engagements


"Bill Ackman's buys and sales are no longer the talking of the market crowd. The falling of a hedge fund titan started around [--] years ago today when he exited $AGN a big winner but unfortunately put everything into the $VRX. #InvestingIsHard"  
[X Link](https://x.com/HedgeMind/status/996497278616551424)  2018-05-15T21:07Z 73.8K followers, [--] engagements


"$ZGNX Top holder Joseph Edelman remains steady without taking any profit after 200%+ gain since his stake disclosed last May. Edelman also bought more shares of top holdings $FOLD $GBT $LJPC $IOVA $AMBD #Best2Follow. https://x.com/HedgeMind/status/913797110205517824 $ZGNX up $15 120% after positive data. https://t.co/Y1qYMP002q https://x.com/HedgeMind/status/913797110205517824 $ZGNX up $15 120% after positive data. https://t.co/Y1qYMP002q"  
[X Link](https://x.com/HedgeMind/status/996528579914559488)  2018-05-15T23:11Z 75.1K followers, [--] engagements


"George Soros' new stock picks: $VICI $JPM $AMZN $WFC $C $MS $EA $USB $MU. One can get a sense of where George Soros saw potential in short term trades: Long Calls for $AMZN $AMD $XOP $ETFC $CI #Options"  
[X Link](https://x.com/HedgeMind/status/996532095903195141)  2018-05-15T23:25Z 73.8K followers, [--] engagements


"David Tepper's new positions are essentially Chip makers $LRCX $AMAT $SMH $NVDA; Banks $WFC $UBS; plus energy stocks"  
[X Link](https://x.com/HedgeMind/status/996791374665076736)  2018-05-16T16:35Z 73.8K followers, [--] engagements


"When Druckenmiller bought a bunch of energy stocks in 17Q1 $EOG $DVN $APA apparently he viewed them just for a quick trade. He sold them all after just one quarter"  
[X Link](https://x.com/HedgeMind/status/996826396449095680)  2018-05-16T18:55Z 73.8K followers, [--] engagements


"Top hedge funds recently acquired 5%+ ownership of O/S: $TLND $ROKU $NVTR $SLDB as disclosed today. #TradingIdeas https://hedgemind.com/real-time-insights/ https://hedgemind.com/real-time-insights/"  
[X Link](https://x.com/HedgeMind/status/997598274113556480)  2018-05-18T22:02Z 73.8K followers, [--] engagements


"$MSFT Notable activist investor Jeff Ubben finally cashed out all of his MSFT stake in Q1. He made more than $2.2B on the investment in [--] years. It is one of the most successful trades we can learn from the masters. https://hedgemind.com/stocks/MSFT https://hedgemind.com/stocks/MSFT"  
[X Link](https://x.com/HedgeMind/status/998663097916116992)  2018-05-21T20:33Z 73.8K followers, [--] engagements

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