Amazon EPS is breaking out. - 1Y growth → +56.9% - 2Y growth → +127.3% From losses in 2022 to record highs in 2025, the earnings engine is not slowing down. $AMZN

10. Dev Kantesaria – Valley Forge Capital Management Key highlights from Q2 - $INTU: Sold 11.45% Dev rarely makes significant portfolio changes. Valley Forge's portfolio remains focused on $FICO being their centerpiece.

Always curious and full of energy, Beagles turn every walk into an adventure 🐾🎉.

9. Michael Burry – Scion Asset Management Key highlights from Q2 - $UNH: Call Option - $REGN: Call Option - $META: Call Option - $LULU: Call Option Michael Burry is well known for his option-plays and counter narrative positioning.

8. Terry Smith – Fundsmith Key highlights from Q2 - $VRT: New Position - $INTU: Added 102.91% - $PM: Sold 16.03% - $VRSK: Sold 46.71% - $EFX: Exited Position Fundsmith's portfolio is primarily focused on large companies like $META and $MSFT.

7. Seth Klarman – Baupost Group Key highlights from Q2 - $FI: New Position - $GOOG: Added 26.76% - $DG: Added 26.70% - $SOLV: Exited Position Baupost Group frequently enters new, and exists positions on a quarterly basis.

Looking for an edge in your bets? At Sportshub, you get: - Live consensus data and money movement charts - Verified expert picks across every major sport - Full transparency with tracked records and leaderboards Join now and get the tools the pros use to win.

6. Nelson Peltz – Trian Fund Management Key highlights from Q2 - $IVZ: Sold 36.87% - $UHAL: Sold 45.81% - $ALL: Sold 68.53% Trian Fund continues to be focused on $GE Aerospace and $JNG.

5. Chase Coleman – Tiger Global Management Key highlights from Q2 - $CHYM: New Position - $AMZN: Added 62.19% - $RDDT: Added 89.22% - $CRWD: Sold 44.44% - $NOW: Sold 48.25% - $DASH: Sold 98.85% - $PDD: Exited Position As per usual, Tiger Global saw a lot of portfolio changes.

4. Chris Hohn – TCI Fund Management Key highlights from Q2 - $V: Added 14.61% - $SPGI: Added 7.05% - $CNI: Sold 14.54% - $GOOGL: Sold 22.77% TCI Fund is dominated by $GE Aerospace and $MSFT.

3. Li Lu – Himalaya Capital Key highlights from Q2 - $PDD: New Position - $BAC: Sold 24.66% Interesting new buy of PDD Holdings, forming a 18.18% position.

2. Bill Ackman – Pershing Square Key highlights from Q2 - $AMZN: New Position - $GOOGL: Added 20.84% Concentrated bets remain his edge, with $UBER now a centerpiece.

Super Investor Q2 portfolio recap – here’s how they stood at Friday’s close: 1. Warren Buffett – Berkshire Hathaway Key highlights from Q2 - $UNH: New Position - $BAC: Sold 4.17% - $AAPL: Sold 6.67% - $TMUS: Exited Position Berkshire now sits on $347 billion in cash.

"We added a record 850,000 new members in Q2, increasing total members by 34% YoY to 11.7 million." – Anthony Noto, CEO At this pace, is SoFi becoming the next consumer finance giant? $SOFI

"There’s a lot of power of incumbency… one of Microsoft’s barriers to entry is bundling." – Chris Hohn He’s held Microsoft for nearly 8 years. Bundling turned Office into a monopoly and now fuels Azure, Teams & Copilot. Is Microsoft the master of bundling? $MSFT

Adobe’s ROCE has compounded for a decade, now 11.55%. If AI accelerates the flywheel, is the real risk not disruption… but underestimation? $ADBE

Adobe is down –26% in 5 years. - Sept 2020 → $471 - Sept 2025 → $349 But here's the catch... SBC adjusted FCF/share doubled from $8.37 → $17.68. Cash has doubled, and valuation has compressed. Is the marketing missing this opportunity? $ADBE

Did the AI Cloud boom just begin? - Google Cloud RPO = $108 billion - Oracle Cloud RPO = $455 billion Putting Oracle's Cloud backlog (RPO) into perspective is truly eye opening. $ORCL $GOOGL $GOOG

UnitedHealth has continued to compound fundamentals, while the total number of people served decreases. It now trades at: - 15.20x P/E - 7.92% FCF Yield $UNH

Buying the dip paid off. UnitedHealth is up +30.09% in just one month. $UNH

"Remaining performance obligations were $20.44 billion, growing 13% YoY, or 12% in constant currency" – Dan Durn, Adobe CFO Is this an opportunity? Are the bears wrong about Adobe? $ADBE