HedgeMind

Stanley Druckenmiller acquired 30 new stocks in 24Q3.👇🏼 77% of his new positions were winners since the end of 24Q3. The top 5 gainers by % ROI: $VRNA +80% $NAMS +42% $FHN +39% $AVGO +38% $XPO +28% Free access to Stanley Druckenmiller's portfolio: hedgemind.com/hedge-fund-p...

$AVGO is top buy of O'Neil Global Advisors in Q4. The fund initiated a small position in Q3 and then quintupled it in Q4, a truly high-conviction buy.👇🏼 The position is now its 5th largest holding, only less important than these big winners: $TSLA $NVDA $META $PLTR hedgemind.com/hedge-fund-p...

$RDDT $KD $CLBT are all at or near all time high today. What do they all have in common? High bullish sentiment among hedge funds.👇🏼 Leverage what we have done to uncover these winning stocks and increase your probabilities of catching winners.👇🏼

$CRWD reaches a new record high, $409 today. Institutional investors continued to be net buyers in Q4. Our early #13F data shows 500+ institutional holders reported holding 11M+ shares, up 12%+ q/q. ~60% of 500+ holders were buyers. Track latest #13F filings: hedgemind.com/13f-filing-d...

Some tech earnings, incl. 4 of magnificent 7, we'll be watching for the week starting 1/27 Mon 1/27 $SOFI** Tue 1/28 $SAP Wed 1/29 $TSLA $META $MSFT $NOW $CLS $IBM $LRCX $ASML** Thur 1/30 $AAPL $INTC $KLAC $TEAM $APPF $COUR $MBLY** **Before the market open

$VST David Tepper has demonstrated to us "Late Better than Never" when buying a winning stock. His $VST position is the top gainer, now up ~125%, even though he missed the 1st wave of big rally.👇🏼 #Best2Follow

$NVDA Time for hedge funds to reload Nvidia shares again! Hedge funds had been steadily abandoning this most valuable stock since 23Q4. 👇🏼 We shall find out soon.👀

$TWLO up 20%+ to $136.38, a multi-year high after reported it now expects Q4 revs growth to be approximately ~11%, higher than its prior target of 8%.👇🏼 Early Q4 #13F filings shows institutional investors were net buyers. This could be a significant sentiment change among institutional investors👇🏼

$SRAD The timing of these top hedge fund buyers were Perfect! 👇🏼 $SRAD closed at $20.88, a new 52Wk Hi high, +20%+ YTD.

$DASH regains its 52Wk Hi today, up 3%+ to $183.17. 2 piece of news: Bank of America raised its price target to $205 and kept Buy rating Announced partnership with Home Depot to expand delivery option.

$PLTR ~430 institutional holders reported holding 22M+ shares in 24Q4, slightly up from 24Q3. Most notable is the significant number of new buyers represents ~33% of these holders.👇🏼 Overall 63%+ of holders were buyers. At least the data shows strong demand from institutional investors.

$PLTR Wedbush raised price target to $90 from $75 and kept Outperform rating today. The stock rose non-stop since rebounding from support line around 50-Day MA so far. It closed up 2.74% at $78.98 today. Monitor latest filings for $PLTR at: hedgemind.com/13f-filing-d...

$APP UBS raised price target to $440 from $315, a ~40% higher and kept its Buy rating today. $APP closed at $361.72, the highest close since Dec. 6, the day it made all time high. It has risen steadily after it retested support at ~$310.👇🏼 Check latest #13F filings: hedgemind.com/13f-filing-d...

$HOOD is so strong, up 5 days in a row. It is now up ~27% in the last 5 days.👇🏼 Latest #13F data for Q4 shows clearly institutional investors were buying and increased their stakes by 120%+ q/q.👇🏼 Track latest #13F filings for Q4: hedgemind.com/13f-filing-d...

$RDDT closed up 7.41% to $188.32, a new high since IPO.👇🏼 The momentum winner continued to attract new institutional buyers in Q4. 55% of institutional investors who reported holding $RDDT were first time buyers as shown in the latest #13F data. New holders are potential future buyers.

$RBLX is one of the best performing tech stocks today, up ~14% YTD.👇🏼 It continues to rise higher, making new multi-year high. Once again Alex Sacerdote has been proven right on timing and catching winning stocks. Invest alongside him if you are holders of $RBLX. No better teacher to learn from.

$TTAN reported Q4 earnings results yesterday:👇🏼 Total revs up 24% y/y to $199.3M - Platform revs up 26% y/y to $191.2M - Platform Gross margin was 77% Expect 25Q1 revs to be min $199M, up ~23% y/y $TTAN reached an intraday ~$91, a new IPO low today. investors.servicetitan.com/static-files...

Early #13F filings for Q4 data show institutional investors raised their stakes in these stocks:** $UBER $TSM $TSLA $NFLX $AMD $NVDA 👇🏼 **Stocks that have min 100 institutional holders who reported #13F.

#13F filing season for 24Q4 has started. The filing deadline is Feb. 14, 2025. Our dashboard of #13F filings are now live. Get latest filings update on some of the most popular tech stocks incl. important data like Shares chg. % q/q👇🏼 $APP $PLTR $NVDA ... hedgemind.com/13f-filing-d...

$TSM Stanley Druckenmiller is also bullish on this chip maker and initiated a new position recently. $TSM just reported revs up 57.8% y/y to $8.46B in Dec. 2024 today, driven by strong AI demand. $TSM earned the HM's "Accumulate" rating three times consecutively, from Q4 2023 to Q2 2024.👇🏼

$DKNG closed up in a down market, now two days in a row, showing great strength. Institutional investors were not as bearish as its price has indicated. In fact institutional ownership has reached a new record high of 82%+ of O/S.👇🏼 learn more: hedgemind.com/stocks/DKNG

$RBLX closed at a new 2+ year high today. Institutional support is strong as both number of holders and shares held by them reached new record high as of 9/30.👇🏼 Total shares held by 630+ institutional investors were up 11% q/q to 485M+ shares, ~80% of O/S. $RBLX may be at an inflection point.

$PLTR $APP What did the two big winners have in common? They have similar chart patterns that show institutional demand drove stock price higher.👇🏼 Something to keep in mind when looking for new stocks to buy and watch.

Top hedge funds that have caught the most of tech winning stocks in 2024 are: Philippe Laffont's Coatue has caught: $APP $NVDA $TSLA $SE $SPOT... Alex Sacerdote's Whale Rock holds $APP $NVDA $CVNA $KVYO... Top 10 tech focused hedge funds that have held the most of winning stocks currently.👇🏼🔥

David Tepper initiated just 4 new positions in Q3. Two of them are casinos stocks:👇🏼 $LVS and $WYNN, which have a combined weight of ~2.6%, relatively significant new purchases. Both stocks have not risen much yet from his cost basis. See what else he was bullish: hedgemind.com/hedge-fund-p...

$APP Alex Sacerdote's Whale Rocks remains a high-conviction holder, even though its position has gained an estimated ~460%+.👇🏼 Institutional investors played significant role in $APP's rising and have increased total stakes 4 quarters in a role.👇🏼

$WULF Stanley Druckenmiller raised his initial position by 40.88% to 2,944,451 shares in Q3.👇🏼 He is now one of 10 largest hedge fund holders of $WULF shares. See who else were equally bullish among hedge funds: hedgemind.com/stocks/WULF

Helloooo, Bluesky. This is our first post. We post all things about investing, mainly a simple way to follow some of the best and most successful hedge funds and even invest alongside them whenever possible. This is the way!