TOP TEN STOCKS BOUGHT ACROSS LARGE MONEY MANAGERS IN Q4:

- $MSFT
- $AMZN
- $META
- $V
- $GOOGL
- $NVDA
- $GOOG
- $TSM
- $RKT
- $LYV

so the big guys are buying big tech but the market wanrs retail to think big tech is done because the stocks are flat

big tech should be fine 🤷‍♂️

Another BIG $GOOGL Trim, this time by Pat Dorsey's asset Management.

- They reduced their position in $GOOGL by 50%
- Biggest add: $LYV - Livenation, now 7.47% of portfolio

Top holdings:
1. $ASML (18%)
2. $DHR (16.5%)
3. $AER (15%)

I think we will see a lot more $GOOGL profit-taking in this 13f-season.