Here are some of the big investors that track:

Altarock Partners
AKO Capital
Appaloosa
Akre Capital
Broad Run
Dorsey Asset
Duquense
Ensemble
Fundsmith
Polen Capital
Third Point

Here are their current top 10 holdings (in order) and links to their latest buys/sells ⬇️

Altarock Partners

Top 7

$TDG
$CHTR
$GOOGL
$FB
$MCO
$MA
$V

https://t.co/N4SntCHh2b
AKO Capital

Top 10 (in order):

$LIN
$BKNG
$EBAY
$V
$EL
$GOOG
$NKE
$RACE
$OTIS
$PG

https://t.co/lWlCD1HZU9
Appaloosa: (David Tepper)

Top 10:

$TMUS
$AMZN
$MU
$FB
$PCG
$GOOG
$BABA
$TWTR
$HCA
$ET
$MA

https://t.co/qWrwOKtl3f
Broad Run

Top 10

$ORLY
$BAM
$AMT
$KMX
$MKL
$AON
$ECPG
$AMWD
$SSNC
$NVR

https://t.co/h9kuU7RSqk
Dorsey Asset Management (Pat Dorsey)

Top 9

$FB
$WIX
$SMAR
$GOOG
$EBAY
$UPWK
$PYPL
$DESP
$ROKU

https://t.co/LZf9PrWJpH
Duquesne Family Office (Stanley Druckenmiller)

Top 10

$MSFT
$TMUS
$AMZN
$SBUX
$FCX
$PANW
$SE
$PENN
$NUAN
$DIS

https://t.co/VVD3dUdgsX
Ensemble Capital

Top 10

$NFLX
$FRC
$HD
$MA
$RACE
$GOOGL
$ISRG
$MASI
$BR
$BNKG

https://t.co/4B6w9VArQB
@FundsmithLLP (Terry Smith)

Top 10

$PYPL
$MSFT
$IDXX
$EL
$INTU
$SYK
$PM
$MKC
$PEP

https://t.co/wLR9sLjiym
Polen Capital Management

Top 10

$MSFT
$FB
$GOOG
$ADBE
$ABT
$V
$MA
$ACN
$ADSK
$ZTS

https://t.co/X3tH751PBA
Third Point

Top 10

$PCG
$DIS
$DHR
$IAA
$UPST
$CHTR
$AMZN
$GOOG
$BURL
$INTU

https://t.co/1khoCASWzJ

More from Brian Feroldi

Last week, I asked my followers to share their favorite Twitter threads

I receive tons of wonderful replies and read through them all

Here are 31 amazing threads that are well worth your time ⬇️

1/ @10kdiver on


2/ @aaronbush100 on 20 semi-controversial investing


3/ @annieduke on category


4/ @awilkinson on losing

More from Trading

1/ Feels like a good time to tell the story of how I went from broke to a millionaire to broke again in 2017/18 again...

Yesterday was brutal for some people...

Losing life-changing money sucks, losing any money sucks...you can chase the market or you can change your strategy.

2/ The original thread is gone but you can read it here.

https://t.co/cLLNs75rB0

tl;dr
- Traded $32k to $1.2m
- Thought I was a genius
- Made poor investments
- Didn't conserve capital
- Peaked at 150 BTC
- Lost nearly all of it

2 weeks from losing my house + no income. Oops.

3/ I am going to assume you are in it for the money rather than the tech. Yeah, you might Tweet about the amazing blockchaining of cross-border payments and oracles yadda yadda...really, you are in it to make money.

If you are really in it for the tech, go and build something.

4/ Okay, so if you want to make money, trading is super hard, you are trading against:
- Better traders than you
- People who can move markets
- Unknown information

And if you are trading with leverage you might blow up your account with the volatility.

5/ If you are not trading, you are investing. Okay, so what are you investing in?

I made the decision that the crypto with the best opportunity of existing in 10 years is #Bitcoin:
- Solves a genuine problem
- The right tech
- A proven track record

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