Hedge Vision
@HedgeVision
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Institutional & Insider Insights | Investing
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Joined November 2017
Personal Portfolio As of Aug. 31, 2025 1. MELI 11.8% 2. CRWD 11.2% 3. BABA 10.2% 4. NVDA 8.8% 5. MSFT 6.2% 6. AMZN 5.9% 7. DDOG 5.9% 8. SE 5.7% 9. ZS 5.6% 10. CROX 4.5% -Top 10 Positions: 75.7% -Cash Position: 5.2% -Rest of Portfolio: 19.1%
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August 2025 Portfolio Review The Hedge Vision portfolio has returned 17.90% year-to-date while the S&P 500 and Nasdaq 100 have returned 11.03% and 12.18%, respectively. My only move during the month was buying more $TTD. Read why here: https://t.co/rexRKfox13
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August 2025 Portfolio Review The Hedge Vision portfolio has returned 17.90% year-to-date while the S&P 500 and Nasdaq 100 have returned 11.03% and 12.18%, respectively. My only move during the month was buying more $TTD. Read why here: https://t.co/rexRKfox13
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Druck has spoken
Druckenmiller files his Q2 13F with new bets on $MSFT $SE $NU $ENTG $IWM calls Top 5 Positions: 1. $NTRA, 12.80% 2. $TEVA, 6.67% 3. $INSM, 5.57% 4. $WWD, 5.11% 5. $TSM, 4.26% -Top Buys: $ENTG $MSFT $INSM $WBD $IWM calls -Top Sales: $CPNG $COHR $WWD $DAL calls $NTRA -Top New
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Druckenmiller files his Q2 13F with new bets on $MSFT $SE $NU $ENTG $IWM calls Top 5 Positions: 1. $NTRA, 12.80% 2. $TEVA, 6.67% 3. $INSM, 5.57% 4. $WWD, 5.11% 5. $TSM, 4.26% -Top Buys: $ENTG $MSFT $INSM $WBD $IWM calls -Top Sales: $CPNG $COHR $WWD $DAL calls $NTRA -Top New
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$AXON Director Hadi Partovi buys $1 million of shares. This marks the first insider buy in over 2 years. Axon is up by 102% during the past year.
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$LLY CFO Lucas Montarce tacks on another buy worth $494,627. 8 separate insiders have now purchased $4.53 million of shares during the past week.
$LLY Insiders are on a shopping spree. -CEO David Ricks buys $1.05 million. -Director Erik Frywald buys $1 million. -CSO Daniel Skovronsky buys $634,405 -Director Gaby Sulzberger buys $75,018 Five separate insiders have now bought a total of $2.89 million since August 8. Eli
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Where is Druckenmiller's 13F, and why is it so late? Anyone have any insight?
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$CROX Director John Replogle buys $250,084 of shares. Director Susan Healy buys $153,120 of shares. First insider buys since November 2024. CROX is down by 15% during the past month after the foam clogs company pulled its 2025 guidance "Given the continued uncertainty from
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Bill Ackman's Pershing Square files its Q2 13F with a new position in $AMZN, top buys include $GOOGL $BN Top 5 Positions, 12 total: 1. $UBER, 19.66% 2. $BN, 17.70% 3. $HHH, 13.40% 4. $QSR, 10.60% 5. $AMZN, 8.88% -Top Buys: $AMZN $GOOGL $BN $HLT $HTZ -Top Sales: $CP -Top New
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Whale Rock files its Q2 13F with new positions in $NFLX $SE $CPNG $SMCI, top buys includes $NVDA Top 5 Positions: 1. $CLS, 10.05% 2. $NVDA, 7.87% 3. $META, 6.37% 4. $AVGO, 6.26% 5. $APP, 5.95% -Top Buys: $NFLX $NVDA $SE $CPNG $TTMI -Top Sales: $CLS $GOOGL $APP $OKTA $AMZN -Top
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Kora Management remains concentrated with a 67% allocation to $SE, exits $BABA $MELI 6 total positions: 1. $SE, 67.61% 2. $NBIS, 10.32% 3. $NU, 8.19% 4. $RBLX, 6.30% 5. $PDD, 5.83% 6. $U, 1.76% -Top Buys: $NU -Top Sales: $SE $BABA $NBIS $MELI $RBLX -Top New Positions: None
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Dan Loeb's Third Point files its Q2 13F, increases $NVDA stake by 93% with new positions in $SE $META Top 5 Positions: 1. $PCG, 9.32% 2. $AMZN, 7.78% 3. $NVDA, 5.79% 4. $COF, 5.02% 5. $TSM, 4.24% -Top Buys: $NVDA $COF $COOP $META $FIX -Top Sales: $SPY puts $EQT $X $DFS $T -Top
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$NVDA Nvidia files its Q2 13F with $CRWV as 91% of its portfolio 6 Total Positions: 1. $CRWV, 91.36% 2. $ARM, 4.11% 3. $APLD, 1.79% 4. $NBIS, 1.52% 5. $RXRX, 0.90% 6. $WRD, 0.32% -Top Buys: $CRWV -Top Sales: None -New Positions: None Entire Portfolio 🔽
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Tiger Cub Stephen Mandel and Lone Pine file their Q2 13F with new positions in $UNH $BKNG Top 5 Positions, 24 total 1. $VST, 8.92% 2. $META, 8.75% 3. $AMZN, 7.86% 4. $MSFT, 6.57% 5. $TSM, 5.54% -Top New Positions: $UNH $EQT $BN $BKNG $WIX -Top Buys: $UNH $EQT $VST $BN $BKNG
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Altimeter files its Q2 13F with new positions in $DDOG $TSM and top buys in $NVDA $CPNG, exits $BABA Top 5 Positions, 18 total: 1. $META, 21.28% 2. $NVDA, 15.59% 3 $QQQ puts, 9.32% 4. $SNOW, 8.67% 5. $UBER, 8.30% -Top Buys: $TSM $NVDA $ARM $CPNG $IOT -Top Sales: $QQQ puts $CRWV
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D.E. Shaw files its Q2 13F with $NVDA as its top buy and new positions in $SE $OKLO $FOUR Top 5 Positions: 1. $SPY, 2.61% 2. $NVDA, 2.28% 3. $AAPL, 1.69% 4. $MSFT, 1.30% 5. $NFLX, 0.90% -Top Buys: $NVDA, $AAPL, $TMUS, $MU, $NFLX -Top Sales: $HOOD, $GEV , $SCHW, $TSM , $MSFT
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$UNH Hedge funds are going on a shopping spree -Warren Buffett buys 5.03 million shares. -Dodge & Cox buys 4.73 million shares. -David Tepper buys 2.27 million shares. -Renaissance buys 1.35 million shares. -Michael Burry buys calls. -Saudi Arabia's Public Investment Fund (PIF)
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Michael Burry files his Q2 13F with calls in $UNH, $REGN, and $LULU as his top buys. He sold all of the positions he had in Q1 except for $EL. Top 5 Positions, 15 total: 1. $UNH calls, 18.88% 2. $REGN calls, 18.16% 3. $LULU calls, 16.43% 4. $META calls, 12.76% 5. $EL calls,
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