#13-f-filings
#13-f-filings

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This Star Hedge Fund Is Going AllIn on AI Plumbing Behind the Scenes of the Revolution

Situational Awareness is concentrating heavily on AI, reflecting a shift toward semiconductors and AI infrastructure where relative value may emerge.

HIVE and T1 Energy rose sharply on social media buzz tied to a 13-F filing, while other named holdings showed different hedge and buy activity.

Pershing Square modestly trimmed Q3 positions and holds a notable Amazon stake positioned for potential year-end gains amid rising tech valuations.

David Tepper increased stakes in UnitedHealth (UNH), Nvidia (NVDA), and Intel (INTC) in Q2, targeting perceived undervalued opportunities.

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