Tracking Michael Burry’s Scion Asset Management Portfolio – Q2 2020 Update

  • Michael Burry’s 13F portfolio value increased from $86B to $315M this quarter. 
  • Scion Asset Management added Alphabet and increased Facebook during the quarter.  
  • The top three positions are Alphabet, Facebook, and Booking Holdings and they add up to ~48% of the portfolio. 

Michael Burry’s 13F portfolio increased from $86M to $315M this quarter. The portfolio is heavily concentrated with recent 13F reports showing around 10 positions. This quarter saw the addition of a huge ~36% of the portfolio position in Alphabet. It is a frequently traded stock in Michael Burry’s portfolio.

 

To know more about Dr. Michael Burry, check out the book The Big Short: Inside the Doomsday Machine by Michael Lewis.

 

Below is a spreadsheet that shows the changes to Michael Burry's Scion Asset Management US long portfolio holdings as of Q2 2020. For a look at how the portfolio has progressed, see our previous update:

 

 


 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 




Tracking Leon Cooperman’s Omega Advisors Portfolio – Q2 2020 Update

  • Leon Cooperman’s 13F portfolio value increased from $775M to $874M this quarter. 
  • Omega Advisors increased JP Morgan Chase and Gray Television during the quarter. 
  • Cigna, Fiserv, and Trinity Industries are the largest three individual stock positions. 

 Leon Cooperman’s 13F portfolio value increased ~13% from $775M to $874M this quarter. Although the 13F report has ~70 positions, the portfolio is concentrated with the top five holdings accounting for over ~42% of the entire portfolio: Cigna, Fiserv, Trinity Industries, Ashland Global, and Mr. Cooper Group.

 

Note: In 2018, Leon Cooperman returned investor’s money as he moved to a Family Office Structure. The fund now manages his own money.

 

Below is a spreadsheet that shows the changes to Leon Cooperman's Omega Advisors 13F portfolio holdings as of Q2 2020. For a look at how the portfolio has progressed, see our previous update:

 

 

 


 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 




Tracking Bill & Melinda Gates Foundation Portfolio – Q2 2020 Update

  • The huge ~$18B portfolio has just 20 positions. 
  • The largest stake, Berkshire Hathaway is at a whopping ~40% of the portfolio. 
  • This quarter saw a ~11% trimming in the Berkshire Hathaway stake. 

 

Gates Foundation portfolio value increased ~3% this quarter from ~$17.35B to ~$17.86B this quarter. Over the years, the portfolio has become extremely concentrated. In their first 13F filing in 2002, they had about 27 positions and the total portfolio value was ~$1.8B. Currently, the portfolio is around ten times that while the number of positions has gone down to just 20.

 

To know more about Gates and the Foundation, check-out the book Bill Gates: The Inspirational Life Story of Bill Gates; Businessman, Inventor, and the World's Most Remarkable Philanthropist.

 

The spreadsheet below shows Gates Foundation’s holdings as of Q2 2020. Please visit our previous updates to get an idea on how the portfolio has progressed:

 

 


 

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.   

 

Tracking Michael Price’s MFP Portfolio – Q2 2020 Update

  • Michael Price’s 13F portfolio value increased from $493M to $547M this quarter. 
  • MFP Investors added Anterix while dropping Wabco Holdings during the quarter. 
  • The largest three individual stock positions are Intel Corporation S&W Seed Company, and Dolby Laboratories and they add up to ~35% of the portfolio. 

 Michael Price’s 13F portfolio value increased ~11% from $493M to $547M this quarter. The portfolio is diversified with recent 13F reports showing well over 100 individual stock positions. The top five stakes are Intel Corporation S&W Seed Company, Dolby Laboratories, Anterix, and Banc of California. They add up to ~42% of the 13F portfolio.

 

Below is a spreadsheet that shows the changes to Michael Price's MFP Investors 13F portfolio holdings as of Q2 2020. For a look at how the portfolio has progressed, see our previous update:

 

 


 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 




Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q2 2020 Update

  • Robert & Jeffrey Bruce’s 13F portfolio value increased from $434M to $460M this quarter. 
  • Bruce Fund increased Abbvie while decreasing Nextera Energy during the quarter. 
  • The largest three individual stock positions are AMERCO, Nextera Energy, and Apple and they add up to ~25% of the portfolio. 

 Robert & Jeffrey Bruce’s 13F portfolio value increased from $434M to $460M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO, Nextera Energy, Apple, Abbvie, and Allstate. They add up to ~38% of the 13F portfolio.

 

Below is a spreadsheet that shows the changes to Robert & Jeffrey Bruce's Bruce Fund Holdings US long portfolio holdings as of Q2 2020. For a look at how the portfolio has progressed, see our previous update:

 


 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 




Tracking Thyra Zerhusen’s Fairpointe Capital Portfolio – Q2 2020 Update

  • Thyra Zerhusen’s 13F portfolio value increased from $668M to $686M this quarter. 
  • Fairpointe Capital increased Charles Schwab and Cincinnati Financial during the quarter.  
  • The largest three positions are Juniper Networks, Mattel, and Tegna. 

Thyra Zerhusen’s 13F portfolio value increased from $668M to $686M this quarter. Recent 13F reports have shown a total of around 70 individual stock positions in the portfolio. The largest five stakes are Juniper Networks, Mattel, Tegna, Corning, and Cooper Tire & Rubber. They together add up to ~17% of the portfolio.

 

Below is a spreadsheet that highlights the changes to Thyra Zerhusen's Fairpointe Portfolio 13F stock portfolio as of Q2 2020. For a look at how the portfolio has progressed, see our previous update:

 

 


 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 



Tracking Guy Spier's Aquamarine Capital Portfolio – Q2 2020 Update

  • Aquamarine Capital’s 13F portfolio value decreased from $147M to $137M. 
  • Fiat Chrysler Auto and Ferrari NV were reduced during the quarter. 
  • Berkshire Hathaway, American Express, and Mastercard are the three largest positions.

Guy Spier’s Aquamarine Capital Portfolio value decreased from $147M to $137M during the quarter. The portfolio is very concentrated with just 12 positions. The largest five positions are Berkshire Hathaway (BRK.A), American Express (AXP), Mastercard Inc. (MA), Bank of America (BAC), and Ferrari NV. They together add up to ~76% of the entire portfolio.

 

Below is a spreadsheet that highlights the changes to the portfolio as of Q2 2020. Please check out our previous update to have an idea on how the portfolio is progressing:

 

 


 

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.    



 

Tracking Stanley Druckenmiller's Duquesne Family Office Portfolio – Q2 2020 Update

  •  Stanley Druckenmiller’s 13F portfolio value increased from $2.47B to $3.27B this quarter. 
  • Duquesne increased Microsoft and added T-Mobile US & JP Morgan Chase during the quarter. 
  • Duquesne Family Office portfolio has 69 positions with the top three accounting for around ~23% of the portfolio. 

Stanley Druckenmiller’s portfolio value increased ~32% from $2.47B to $3.27B this quarter. The pattern of very high turnover QoQ continued - many positions were dropped, and new ones added. The nimble trading is typical of the trend-following style. To know more about Druckenmiller's trading style check out Trend Following: Learn to Make Millions in Up or Down Markets.

 

Below is a spreadsheet that highlights the changes to Stanley Druckenmiller's Duquesne Family Office 13F stock portfolio as of Q2 2020. For a look at how his portfolio has progressed, see our previous update

 


To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 





Tracking John Armitage’s Egerton Capital Portfolio – Q1 2020 Update

  •  John Armitage’s 13F portfolio value increased ~39% from $9.64B to $13.46B this quarter. 
  • Egerton Capital added PayPal while increasing Alibaba Group Holdings and UnitedHealthGroup during the quarter. 
  • Amazon.com, Charter Communications, and Alibaba Group Holdings are the largest three positions in the portfolio.

John Arimitage’s 13F portfolio value increased ~39% from $9.64B to $13.46B this quarter. The portfolio is very concentrated with recent 13Fs listing around 30 positions. The largest five individual stock positions are Amazon.com, Charter Communications, Alibaba Group Holdings, UnitedHealth Group, and Microsoft Corp. They add up to ~37% of the entire portfolio.

Below is a spreadsheet that highlights the changes to John Armitage's Egerton Capital 13F stock portfolio as of Q2 2020. For a look at how the portfolio has progressed, see our previous update:

 


To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 




Tracking Philippe Laffont’s Coatue Management Portfolio – Q2 2020 Update

  •  Philippe Laffont’s 13F portfolio value increased ~42% from $7.90B to $11.37B this quarter. 
  • Coatue Management added Boeing and increased Walt Disney, Zoom Video, and PayPal Holdings during the quarter. 
  • The largest three positions are PayPal Holdings, Walt Disney, and Zoom Video and they add up to ~25% of the portfolio. 

Philippe Laffont’s 13F portfolio value increased ~42% from $7.90B to $11.37B this quarter. Recent 13F reports have shown a total of around 45 individual stock positions in the portfolio. The largest five stakes are PayPal Holdings, Walt Disney, Zoom Video, Netflix, and, Amazon.com. They add up to around ~36% of the entire portfolio.

 

Philippe Laffont is one of the most successful among the "tiger cubs". To know more about Julian Robertson and his legendary Tiger Management, check out Julian Robertson: A Tiger in the Land of Bulls and Bears.


Below is a spreadsheet that shows the changes to Philippe Laffont's Coatue Management 13F long portfolio holdings as of Q2 2020. For a look at how the portfolio has progressed, see our previous update:

 


To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 




Tracking Baker Brothers Portfolio – Q2 2020 Update

  • Baker Brothers’ 13F portfolio value increased from $16.24B to $22.67B this quarter. 
  • Stakes in InVitae and MyoKardia were increased substantially while reducing Neurocrine Biosciences and Principia Biopharma. 
  • The top three positions are Seattle Genetics, Incyte Corporation, and BeiGene Ltd. and they add up to almost ~61% of the portfolio. 

This article is part of a series that provides an ongoing analysis of the changes made to Baker Brothers’ 13F portfolio on a quarterly basis. It is based on Baker Brothers’ regulatory 13F Form filed on 08/14/2020.

 

This quarter, Baker Brothers’ 13F portfolio value increased ~40% from ~$16.24B to $22.67B. The top three holdings are at ~60% while the top five holdings are at ~73% of the 13F assets: Seattle Genetics (SGEN), Incyte Corporation (INCY), BeiGene (BGNE), Acadia Pharma (ACAD), and Alexion Pharmaceuticals (ALXN).

 

The spreadsheet below highlights changes to Baker Brothers’ 13F holdings in Q2 2020. For a look at how the portfolio has progressed, please see our previous update:

 


 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy

 






Tracking Jeff Smith’s Starboard Value Portfolio – Q2 2020 Update

  • Jeff Smith’s 13F portfolio value increased from ~$2.47B to ~$2.81B this quarter. 
  • Starboard Value increased ACI Worldwide while reducing eBay, Box Inc. and Cerner Corporation. 
  • The largest three individual stock positions are NortonLifeLock, Advance Auto Parts, and Aecom. They add up to ~38% of the portfolio. 

Jeff Smith’s 13F portfolio value increased ~14% from ~$2.47B to ~$2.81B this quarter. The portfolio is very concentrated with recent 13F reports showing around twenty stakes. The top five positions are NortonLifeLock (NLOK), Advance Auto Parts (AAP), Aecom (ACM), Green Dot (GDOT), and Merit Med Systems (MMSI). They add up to ~53% of the portfolio.

 

Below is a spreadsheet that shows the changes to Jeff Smith's Starboard Value 13F portfolio holdings as of Q2 2020. For a look at how the portfolio has progressed, see our previous update:

 


 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    






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