Tracking Polen Capital Management’s 13F Portfolio – Q4 2024 Update
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Polen Capital Management’s 13F portfolio value decreased from ~$38.74B to ~$37B this quarter. Oracle (ORCL) stake was increased while decre...
Tracking Pat Dorsey’s Dorsey Asset Management 13F Portfolio – Q4 2024 Update
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Pat Dorsey’s 13F portfolio value increased from $928M to $970M this quarter. They dropped Applovin (APP) and decreased Meta Platforms (META)...
Tracking Li Lu’s Himalaya Capital Management 13F Portfolio – Q4 2024 Update
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Li Lu’s 13F portfolio value increased from $2.47B to $2.71B this quarter. The portfolio was untouched this quarter. Alphabet at ~39% of the ...
Tracking Clifford Sossin’s CAS Investment Partners 13F Portfolio – Q4 2024 Update
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Clifford Sossin’s 13F portfolio value increased from $1.51B to $1.72B this quarter. The portfolio has just 4 positions. Carvana (CVNA) at ~7...
Tracking Robert Vinall’s RV Capital 13F Portfolio – Q4 2024 Update
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Robert Vinall’s 13F portfolio value decreased from $485M to $467M this quarter. They decreased Carvana (CVNA) and Interactive Brokers (IBKR)...
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