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Eaves
@joineaves.bsky.social
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These super investors bought Netflix in Q2.


• Jim Simons/RenTech (RIP)– $608M (New)
• PRIMECAP – $55M (+33%)
• Joel Greenblatt – $7.6M (+36%)
• Jeremy Grantham – $1.1M (+46%)

Total bought: $672M
Total sold: $1.9B

$NFLX #NFLX #Stocks
Did Michael Burry buy Deckers Outdoor in Q3?

Lately, he’s been shopping fashion turnarounds:


• Lululemon (Q2 ‘25)
• VF Corp (Q4 ‘24)
• Canada Goose (Q4 ‘24)

Deckers is down -49% YTD despite the Running Club frenzy. Did Burry buy in?

$DECK #DECK #Stocks
Pat Dorsey is mega bullish on this healthcare stock.

It’s already 16% of his portfolio and he just increased his stake by +34%

• Danaher Corp – $194M (+34% increase)

Pat with conviction is the Pat we like.

$DHR
Cathie Wood bought more Shopify in Q2.

After a +122% gain since her first position in 2017, she’s still adding at an avg. price of $99.82

• Shopify – $797M (+13.6% increase)

Her biggest add came in August 2022 when she bought 13M shares at $40. Legendary move.

Now her 6th largest holding.

$SHOP
Carl Icahn just made a huge bet.

He bought this stock a month ago and is already down -6%

• Centuri Holdings – $218M (+69% increase)

Now his 6th largest

$CTRI
Andreas Halvorsen just bought a stock that is up +138% YTD.

This trade was executed only 8-days ago.

• Inhibrx Biosciences – $3.7M (+7% return)

He’s adding at these levels? Wtf.

$INBX #INBX #Stocks #Investing
“Who’s buying Doordash at these levels?”

Well, Tom Russo is. And he has a track record.

• Doordash – $35M (+22% increase)

Position is now worth $262M. His 14th largest.

$DASH
Joel Greenblatt just bought Palantir.

It’s now his 20th largest holding.

• Palantir Technologies – $56.2M

He’s sitting on a 613% gain. And he’s still buying.

$PLTR
We got banned from X

And lost all our followers overnight.

But we’re not done.

Follow our new account → x.com/eaveseavesea...
Then comment “GURU” below 👇

We’ll DM you the top 5 stocks superinvestors have been buying in 2025. That's everything you need to buy the dip tomorrow.
Ray Dalio just took a huge bet in this cybersecurity stock.

In Q2 he increased his position in Palo Alto Networks with +80%

• Palo Alto Networks – $320M (+12% return)

Now his 16th largest holding.

$PANW
Legendary investor Andreas Halvorsen just bought a stock no one talks about.

And he made it his 4th biggest position:

• RBC Bearings – $1.3B (+19% return)

The Norwegian always sizes his high convictions accordingly.

$RBC #RBC #Stocks
Applovin closed -14% today.

Over $4B of smart money entered since Q4 2024.

• Baillie Gifford – $2.2B
• Chase Coleman – $607M (14th largest)
• Stan Druckenmiller – $14.6M (39th)
• Steven Cohen – $49M (217th)
• Joel Greenblatt – $29.4M (46th)

Did you buy the dip?

$APP
The world’s most risk-averse superinvestor…

Just bought this under-the-radar stock — and made it his 11th largest holding:

→ Itau Unibanco Holding – $25M (2.1% weight)

Brazilian banking. Why not, Howard.

$ITUB
• Ken Griffin – $15M (590th)
• Mario Gabelli – $11M (223rd)
• Robert Bruce – $1.3M (26th)
• Paul Tudor Jones – $1.1M (658th)
• Tweedy Browne – $292K (78th)

No blind trust in the king.
It’s basically only Buffett…

He’s increased his SiriusXM stake in 7 of the last 8 quarters.

Holdings among the only 8 superinvestors in $SIRI:

• Warren Buffett – $2.9B (12th largest)
• Steven Cohen – $98M (120th)
• Joel Greenblatt – $20M (218th)

...

$SIRI
Almost no investors bought this stock until...

Now. In Q2 superinvestors poured $640M into Air Products & Chemicals ($APD). Total holdings:

• Andreas Halvorsen – $575M (New)
• Ken Griffin – $52M (+24%)
• Joel Greenblatt – $927k (+214%)
• Ken Fisher – $411K (+16%)

The Bullish Norwegian.

$APD
John Paulson is one of the most concentrated investors we track.

His top 3 holdings make up ~70% of his portfolio:

• Madrigal Pharma – 30%
• Perpetua Resources – 23% (+31% in Q2)
• Bausch Health – 16% (+116% in Q2)

He doubled down on Bausch despite it being down -57%.

$MDGL $PPTA $BHC
These investors knew when to buy Oracle.

While 11 investors sold, 4 investors bought in Q2.

• PRIMECAP – $3.17B (+4%)
• Steven Cohen – $145M (New)
• Joel Greenblatt – $22.6M (+6%)
• Jefferies – $1.43M (New)

Total buys: $150M
Total sells: $1.9B

Stock up is up +71% YTD

$ORCL
Sell side – $535M:
• Cathie Wood – Largest holding (-6%)
• Ray Dalio – 287th (-40%)
• Stanley Druckenmiller – Sold out (-100%)
• Jim Simons (RIP) – Sold out (-100%)

The sellers outweighed the buyers.
Some superinvestors bought Tesla in Q2.
But most of them sold.

Buy side – $283M:
• Ken Griffin – Largest holding (+61%)
• Joel Greenblatt – 26th (+20%)
• Andreas Halvorsen – 36th (+214%)
• George Soros – 108th (New)

...

$TSLA
We haven’t seen superinvestors buy Snowflake this aggressively in over 3 years.

$560M was bought in Q2 from:

• Steven Cohen – $378M (+288%)
• Jim Simons (RIP) – $130M (New)
• Ken Griffin – $46M (+56%)
• George Soros – $24M (+93.4%)
• Jeremy Grantham – $362K (New)


$SNOW
Many own a SharkNinja product.
But almost no one owns the stock.

Superinvestors do:

• Baillie Gifford – $237M
• Daniel Loeb – $132M (+118%)
• Paul Tudor Jones – $7.4M (+102%)

Look where no one else is looking.

$SN #Stocks #Investing
Forget Robinhood.

3 superinvestors just bought its cheaper rival:
Up Fintech ($TIGR)

Massive user growth. Dirt-cheap valuation.

→ Ken Griffin – $22M (+125%)
→ Jim Simons (RIP) – $14M (+45%)
→ Paul Tudor Jones – $1M (New)

Insiders buying. Pros buying.

$TIGR $HOOD
Can’t believe this rally.

Reddit is up +462% since IPO, and superinvestors are still buying in Q2:

• Chase Coleman – 7th largest (+89% increase)
• Baillie Gifford – 19th largest (+764%)

Total buys: $979M
Total sells: $63M

$RDDT #RDDT #Stocks
This is the stock all superinvestors bought in Q2.

UnitedHealth ($UNH) buys:


• David Tepper – 2nd largest
• Jeremy Grantham – 17th largest
• Warren Buffet – 18th largest
• Chris Davis – 19th largest
• Jim Simons (RIP) – 21st largest
• George Soros – 29th largest
• Ken Fisher – 44th largest