๐ก๐ก๐ก The world's largest investors updated their portfolios last week! ๐
We collected the 6 most interesting and significant acquisitions that caught our attention -
1.) Stan Druckenmiller - $NTRA
Druckenmiller increased his holdings in DNA testing company Natera by 80% (!)โฌ๏ธ
And now - this is his largest holding by a significant margin. โก๏ธ
2.) Chuck Akre - $ABNB
Akre nearly tripled his holdings in AirBnB (!) ๐
3.) Dov Kantzaria - $ASML (on the premium channel we expanded in depth on this acquisition)
Kantzaria manages a very selective fund with few transactions.
He doubled his holding in ASML during the last quarter (!) ๐
Ackman increased his holdings in Brookfield and Nike by 5x (!) ๐ผ
Is his active management involvement the reason for this...(?) โ
(Bill Ackman is an activist investor who intervenes in the management of the companies he invests in, interesting...)
5 and 6 are undergoing in-depth review - and will be published over the weekend. โญ๏ธ
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