Moves
Every disclosed AI move by the tracked legends this 13F season — new positions and exits are the strongest signals.
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⚠ Disclaimer:For education and information only. Not investment advice.
▲ Buy side: new & added
- NewAVGOStanley DruckenmillerNew position (custom AI silicon)24Weak
- NewSNDKStanley DruckenmillerNew position (NAND storage)24Weak
- NewSTXStanley DruckenmillerNew position (HDD / data-center storage)24Weak
- NewTSLADuan YongpingNew ~3.4M-share stake — #5 holding40Split
- AddedAMDCathie WoodAdded — now #2 (4.3%)22Weak
- AddedAMZNCathie WoodCloud + AI platform, added again56Split
- AddedAMZNDavid TepperAdded 98% to 4.3M shares — #1 holding56Split
- AddedBRK.BDuan YongpingAdded — #2 holding22Weak
- AddedCRWVCathie WoodPure-play GPU cloud22Weak
- AddedGOOGLWarren BuffettAdded 225% — the clearest AI bet54Split
- AddedMSFTPhilippe LaffontAdded 18% (enterprise AI platform)22Weak
- AddedMUStanley DruckenmillerAdded (HBM memory)44Split
- AddedMUDavid TepperBet on the HBM memory cycle44Split
- AddedNVDADuan YongpingSharply added to #342Split
- AddedPDDDuan YongpingAdded 8M+ shares — #4 holding22Weak
- AddedTEMCathie WoodAI + healthcare data22Weak
- AddedUBERDavid TepperTripled — now #4 (autonomy / AI mobility)22Weak
▼ Sell side: trimmed & exited
- ExitedAMZNWarren BuffettFully exited56Split
- ExitedBABADuan YongpingFully exited0Weak
- ExitedGOOGLStanley DruckenmillerAll 385,000 shares exited54Split
- TrimmedAAPLDuan Yongping#1 holding (slightly trimmed)20Weak
- TrimmedNVDADavid TepperTrimmed ~13%42Split
- TrimmedNVDAPhilippe LaffontTrimmed42Split