Understanding 13F Filings
A 13F filing is the window through which we, the public, get a peek into the financial activities of major institutional investment managers. Required by the U.S. Securities and Exchange Commission (SEC), these disclosures pull back the curtain on the equity holdings of those with assets exceeding $100 million. It’s like a quarterly report card of their investment portfolios, revealing which stocks they own and in what quantities.
Investors and analysts devour these filings like parched wanderers stumbling upon an oasis in the desert. Why? Because uncovering the strategies of these titans of finance is invaluable. It’s like peeking into the playbook of the big leagues.
Top 3 Giants to Keep an Eye On
Nvidia’s Debut
Nvidia (NVDA) made its grand 13F filing entrance this week. As the leading chipmaker and now the third largest U.S. company, it’s a heavyweight worth shadowing. With heaps of cash at its disposal, Nvidia could be gearing up to boost its investments. And when it comes to the realm of artificial intelligence, Nvidia is the wizard behind the curtain.
Image Source: Nvidia
Unsurprisingly, Nvidia’s prime holding is the scorching hot IPO ARM Holdings (ARM), valued at nearly $150 million. However, a watchful eye should be kept on its IPO lockup date, expiring on March 12th. After the lockup period ends, insiders sitting on substantial profits can start selling.
Beyond merely profiting from AI’s gold rush, NVDA is on the prowl for AI-centric investments. While the crowd may be fixated on Chatbots, NVDA has spotted potential in Recursion Pharmaceuticals (RXRX), its second-largest investment, which employs AI for groundbreaking drug discoveries.
Finally, the stocks of SoundHound AI (SOUN), a voice assistant AI platform, and Nano-X Imaging (NNOX), an Israeli-based X-ray company, soared more than 50% post the revelation of NVDA’s 13F. Despite their modest size relative to NVDA’s war chest, investors are heartened by the blessing of the leading chipmaker.
Warren Buffett’s Moves
When it comes to 13F filings, few can hold a candle to Warren Buffett. The “Oracle of Omaha” boasts infallible investments, a penchant for long-term holdings, and an unwavering track record. His 13F is akin to a treasure map leading to rich bounty.
Image Source: HedgeVision
The headlines may have fixated on Buffett paring back 10 million shares of Apple (AAPL). The reduction, however, barely dented Buffett’s AAPL holdings, leaving Berkshire Hathaway with a massive 50% stake in the tech giant.
What truly caught attention were Buffett’s forays into the energy sector, with significant additions to names like Chevron (CVX) and Occidental Petroleum (OXY). Despite the waning interest in energy stocks, Buffett’s unshakeable faith and steady accumulation of shares in companies like OXY, which are trading at multi-year low price-to-book values, make perfect sense.
Image Source: Zacks Investment Research
The Wisdom of David Tepper
When you’re picking someone to follow, the safe bet is to side with the one who keeps batting a thousand. Over successive quarters, Appaloosa’s David Tepper has been on the money with his tech investments. And the latest 13F reaffirms his bullish stance, with a fresh position in Amazon (AMZN) and more than doubling down on the high-growth database software company, Elastic (ESTC).
Zacks Names “Single Best Pick to Double”
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s credited with a “watershed medical breakthrough” and is developing a bustling pipeline of other projects
