u/Gogul_

Source: Dataroma

MSFT - Microsoft Corp.

META - Meta Platforms Inc.

V - Visa Inc.

AMZN - Amazon.com Inc.

BRK.B - Berkshire Hathaway CL B

SPGI - S&P Global Inc.

GOOG - Alphabet Inc. CL C

DIS - Walt Disney Co.

COF - Capital One Financial

TMO - Thermo Fisher Scientific

Notably, Meta's percentage basis of all superinvestor portfolios (.21%) is tops, with SPGI at .19% then a huge drop to AMZN's 3rd-most at .155%.

Also, though Mastercard was 15th in total investor buys, those buys were significant in amount.

What else catches your eye from this data?

I’ve read he shorted Adobe but not Microsoft but I think he did it. Can anyone confirm this or at least have the same suspect?

Well thats bullish!

Reminds me the early dips AMD had mid march before the take off in april!

https://preview.redd.it/1tbn2aacwkah1.png?width=1536&format=png&auto=webp&s=3d94b2c32eb4980e18967e67cafd91c0c2a92004

https://www.morningstar.com/news/marketwatch/2026062924/silver-and-the-semiconductor-climax-a-warning-from-morgan-stanleys-wilson

Because once ChatGPT 5.6 Sol will start to roll out this evening the stock will bounce instantly @ 400+

https://preview.redd.it/2hqy1q9uvk9h1.png?width=1536&format=png&auto=webp&s=d9aaf13bc51565237c2418c5c4f092b5b0541562

A lot of people here is low in confidence so I’ll tell you a story.
Back in December 2025 I enter with a strong position in UNH at 350. In no time Orange destroyed all healthcare insurances and the stock was sub 300 for several months. But I knew the fundamentals was solid so I resisted the impulse to sell at loss. In April stock rebounded hard and I made a huge profit. I remember like yesterday people in February saying UNH would be a flat stock for the next 2 years.