MarketPulse

hedge fund portfolio moves

2 articles
The Motley FoolThe Motley Fool··Bram Berkowitz

Coatue Management Exits Trade Desk, Dramatically Expands Netflix Holding

Coatue Management exits Trade Desk entirely while dramatically increasing Netflix position 17-fold, signaling confidence in streaming despite 43% stock decline.
NFLXWBDAMZNTTDhedge fund portfolio movesThe Trade Desk exit
The Motley FoolThe Motley Fool··Bram Berkowitz

Ackman's Pershing Square Exits Hilton, Allocates $2B to Meta

Pershing Square exits Hilton position, redirects $2B to Meta, betting AI spending obscures the tech giant's underlying strength and valuation opportunity.
METAAMZNGOOGGOOGLHLTvaluationAI investment