Fidelity Covington Trust Msci Information Technology Index Etf Newsroom

S&P 500 Settles Higher For Fourth Session Amid Surge In Tech Stocks: Investor Sentiment Slips, But Fear Index Stays In 'Greed' Zone

Benzinga04:31 ET

Wall Street's Q1 Moves: 13F Filings Decoded for U.S. Stock Investors

Moomoo News Global04:29 ET

Berkshire's Q1 Portfolio: Doubles Stake in Constellation, Cuts Bank Stocks

In One Chart04:02 ET

Duan Yongping's latest portfolio adjustments: Shareholding in Apple and Google, Shareholding in PDD Holdings, establishing positions in Microsoft, NVIDIA, and Taiwan Semiconductor.

According to regulatory documents submitted to the SEC on Thursday, Duan Yongping's HH&H International Investment increased its Shareholding in PDD Holdings, Occidental Petroleum, and established new positions in Microsoft, NVIDIA, and Taiwan Semiconductor, while reducing its Shareholding in Apple, Google, and six other Stocks. Notably, as of the end of the first quarter of 2025, the market value of the US stock investment portfolio managed by Duan Yongping reached $12 billion, a decrease of 15.95% compared to the previous quarter's $14.5 billion. However, the number of Stocks held increased from 8 in the fourth quarter of last year to 11. Increased Shareholding in PDD Holdings and established positions in Microsoft.

wallstreetcn03:59 ET

Buffett, Soros, Gates, let's see what the big shots have bought.

From Buffett's "Hold cash and not buy" strategy, to Soros's "Sell Small Cap and buy Large Cap", and then to Bridgewater's Gold allocation, all show that top investors are enhancing the defensiveness of their portfolios, while the keen Ackman even cleared out of Nike ahead of the tariffs.

wallstreetcn02:05 ET

Soros doubles his shareholding in UnitedHealth! Buys NVIDIA, liquidates Super Micro Computer! Buys Electric Power stocks, sells S&P for Russell 2000.

In the first quarter, Soros Fund's largest hold position was Smurfit WestRock (accounting for 6.1%), increased shareholding in S&P 500 ETF, and added to the utility and financial sectors. Cleared positions in Russel 2000 ETF, Alibaba, and Taiwan Semiconductor, and significantly reduced shareholding in Google and JD.com.

wallstreetcn01:52 ET

Jensen Huang-Led Nvidia Plans New Shanghai Research Hub To Stay Competitive In China As US Export Curbs Threaten AI Chip Sales: Report

Benzinga01:37 ET

Wall Street Getting Nervous? Magnificent 7 Giants Face $33M Bet Against Them As Market Turbulence Looms

Benzinga23:48 ET

Steve Ballmer's Missed Call: $1000 Investment Then Worth $289,000 To Apple Investors Today — Why Ex-Microsoft CEO Once Admitted 'Religious Transformation' Came Too Late

Benzinga21:19 ET

In the first quarter, David Tepper increased his shareholding in Uber and Meta, completely sold off AMD, and reduced his shareholding in Alibaba and Microsoft.

In the first quarter, Tepper reduced his shareholding in Alibaba and Microsoft, decreasing his stake in Alibaba by 22%. However, Tepper still maintains significant exposure to Chinese Technology companies, with three Chinese concept stocks among his top five Hold Positions, including Alibaba, PDD Holdings, and JD.com.

wallstreetcn21:05 ET

Glenview Capital's Q1 Moves Include New Stakes in Meta, Disney, Exiting Microsoft

Seeking Alpha19:34 ET

Appaloosa Trims AMZN, MSFT, QCOM, and Adds to NRG, GLW, and UNH, Among Other Q1 Moves

Seeking Alpha18:43 ET

Starboard Q1 Moves Include Halving Pfizer Stake Amid Activist Challenge, Taking in Qorvo

Seeking Alpha18:19 ET

U.S. stocks closed: The seven giants collectively cooled down, and the Nasdaq ended its six-day rise, while the S&P rose for the fourth consecutive day.

① The Nasdaq China Golden Dragon Index closed down 2.37%; ② NetEase rose 14.61%, with the closing price nearing its previous high; ③ Meta is reportedly delaying the release of the AI model "Behemoth"; ④ Buffett made large sales of bank stocks in Q1 while maintaining his Hold Positions in Apple.

cls.cn18:15 ET

3G Capital Exits Uber & Broadcom, Raises Stakes in Meta, Amazon in Q1 Moves

Seeking Alpha18:06 ET

Whale Rock Exits Salesforce, Reddit; Adds Impinj, Bloom Energy Among Q1 Moves

Seeking Alpha18:06 ET

Eminence Capital Cuts BABA, COF, AMD, Enters BAC, EVR, Among Other Q1 Moves

Seeking Alpha18:06 ET

Soroban Capital Takes New Stakes in Amazon, Western Digital, Exits Lowe's, Among Other Q1 Moves

Seeking Alpha18:06 ET

Berkshire cut its bank stocks significantly in Q1, completely sold Citigroup, the Apple holdings remained unchanged, the Beer manufacturers' Hold Positions doubled, and there are confidential holdings.

The Form 13F shows that Buffett's Berkshire fully exited Citigroup in the first quarter, reduced holdings in Bank of America and Capital One Financial; the largest new purchase for the quarter was Beer manufacturer Constellation Brands, with holdings increasing by over 113%. Berkshire also submitted a confidentiality request to the USA SEC, asking to postpone the disclosure of one or more stock investments in the Form 13F report. Analysts suggest that if the newly added confidential holdings consist of only one stock, the investment size is relatively small, estimated between 1 billion to 2 billion USD, and the new investment likely belongs to Berkshire's so-called "commercial and industrial" stock investment portfolio.

wallstreetcn18:05 ET

What 7 Analyst Ratings Have To Say About IBM

Benzinga18:01 ET · Ratings