Uncover the Secrets of the Top Investors: Warren Buffett, Ray Dalio, Bill Gates, and Michael Burry Q3 Portfolio Moves
The Q3 13F filings have just been released, revealing the strategic moves of the world’s most renowned investors and major hedge funds. These filings are mandatory for funds and investors managing over $100 million, providing valuable insights into their latest purchases and sales of shares in listed companies and ETFs.
In this article, we delve into the main portfolio adjustments made by some of the most famous investors in the third quarter of 2024:
Warren Buffett, the legendary investor, made significant changes to his portfolio, including opening new positions in Ulta Beauty and Heico, while completely liquidating his positions in Snowflake and Paramount. His biggest move was reducing his position in Apple by over $80 billion.
Ray Dalio also made bold moves in Q3, betting big on Nvidia and strengthening his positions in Amazon and Microsoft. On the sales front, he divested from Apple, Eli Lilly, and Alphabet.
Bill Gates made a notable purchase in Berkshire Hathaway, while reducing his holdings in Microsoft and Carvana. Microsoft remains his largest position, followed closely by Berkshire.
Michael Burry, famous for his successful bet against the US real estate market in 2008, halved the size of his equity portfolio, closing several positions but also opening new ones and increasing his stakes in Alibaba and Baidu.
These portfolio moves by the top investors provide valuable insights for individual investors looking for investment ideas and understanding the long-term vision of large funds. By analyzing and understanding these strategic decisions, investors can gain valuable knowledge to enhance their own investment strategies and potentially improve their financial outcomes.
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