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ASML kept attracting hedge-fund money in Q3.
Buy side:
• Steven Cohen: $349M (New)
• Ken Griffin: $301M (+481%)
• Ray Dalio: $72M (+691%)
• Jeremy Grantham: $15M (+314%)
Total bought: $839,000,000
$ASML #ASML
Buy side:
• Steven Cohen: $349M (New)
• Ken Griffin: $301M (+481%)
• Ray Dalio: $72M (+691%)
• Jeremy Grantham: $15M (+314%)
Total bought: $839,000,000
$ASML #ASML
December 22, 2025 at 10:28 PM
ASML kept attracting hedge-fund money in Q3.
Buy side:
• Steven Cohen: $349M (New)
• Ken Griffin: $301M (+481%)
• Ray Dalio: $72M (+691%)
• Jeremy Grantham: $15M (+314%)
Total bought: $839,000,000
$ASML #ASML
Buy side:
• Steven Cohen: $349M (New)
• Ken Griffin: $301M (+481%)
• Ray Dalio: $72M (+691%)
• Jeremy Grantham: $15M (+314%)
Total bought: $839,000,000
$ASML #ASML
Howard Marks just increased his stake in $SE by +69%
In Q3, he added 57,900 shares for ~$10,000,000
Other buyers:
• Steve Mandel: $320M (New)
• Ray Dalio: $126M (+84%)
When Marks buys, the risk/reward is usually there.
$SE
In Q3, he added 57,900 shares for ~$10,000,000
Other buyers:
• Steve Mandel: $320M (New)
• Ray Dalio: $126M (+84%)
When Marks buys, the risk/reward is usually there.
$SE
December 21, 2025 at 4:11 PM
Howard Marks just increased his stake in $SE by +69%
In Q3, he added 57,900 shares for ~$10,000,000
Other buyers:
• Steve Mandel: $320M (New)
• Ray Dalio: $126M (+84%)
When Marks buys, the risk/reward is usually there.
$SE
In Q3, he added 57,900 shares for ~$10,000,000
Other buyers:
• Steve Mandel: $320M (New)
• Ray Dalio: $126M (+84%)
When Marks buys, the risk/reward is usually there.
$SE
Hedge funds are dumping Robinhood faster than ever.
Q3 sell-side:
• Jim Simons (RIP): -$1B
• Cathie Wood: -$301M
• Paul Tudor Jones: -$8M
$1.3B sold in a single quarter.
$HOOD #HOOD
Q3 sell-side:
• Jim Simons (RIP): -$1B
• Cathie Wood: -$301M
• Paul Tudor Jones: -$8M
$1.3B sold in a single quarter.
$HOOD #HOOD
December 20, 2025 at 9:05 PM
Hedge funds are dumping Robinhood faster than ever.
Q3 sell-side:
• Jim Simons (RIP): -$1B
• Cathie Wood: -$301M
• Paul Tudor Jones: -$8M
$1.3B sold in a single quarter.
$HOOD #HOOD
Q3 sell-side:
• Jim Simons (RIP): -$1B
• Cathie Wood: -$301M
• Paul Tudor Jones: -$8M
$1.3B sold in a single quarter.
$HOOD #HOOD
Superinvestors keep adding to UnitedHealth.
Q3 buys:
• Jeremy Grantham: $159M
• Ken Griffin: $65M
• Ken Fisher: $12M
• Donald Yacktman: $8M
And it just keeps sinking...
$UNH #UNH
Q3 buys:
• Jeremy Grantham: $159M
• Ken Griffin: $65M
• Ken Fisher: $12M
• Donald Yacktman: $8M
And it just keeps sinking...
$UNH #UNH
December 19, 2025 at 11:32 PM
Superinvestors keep adding to UnitedHealth.
Q3 buys:
• Jeremy Grantham: $159M
• Ken Griffin: $65M
• Ken Fisher: $12M
• Donald Yacktman: $8M
And it just keeps sinking...
$UNH #UNH
Q3 buys:
• Jeremy Grantham: $159M
• Ken Griffin: $65M
• Ken Fisher: $12M
• Donald Yacktman: $8M
And it just keeps sinking...
$UNH #UNH
Steven Cohen just bought Nike shares for the first time since Q2 2024.
Other holders:
• Blackrock: $6B
• Andreas Halvorsen: $591M
• Terry Smith: $403M
• Ken Griffin: $183M
Probably not the worst time to look at apparel stocks…
$DECK $LULU $NKE $VFC
Other holders:
• Blackrock: $6B
• Andreas Halvorsen: $591M
• Terry Smith: $403M
• Ken Griffin: $183M
Probably not the worst time to look at apparel stocks…
$DECK $LULU $NKE $VFC
December 18, 2025 at 10:24 PM
Steven Cohen just bought Nike shares for the first time since Q2 2024.
Other holders:
• Blackrock: $6B
• Andreas Halvorsen: $591M
• Terry Smith: $403M
• Ken Griffin: $183M
Probably not the worst time to look at apparel stocks…
$DECK $LULU $NKE $VFC
Other holders:
• Blackrock: $6B
• Andreas Halvorsen: $591M
• Terry Smith: $403M
• Ken Griffin: $183M
Probably not the worst time to look at apparel stocks…
$DECK $LULU $NKE $VFC
Big names just took small bets in Oscar Health.
Bought shares in Q3:
• Ken Griffin: $38M (+114%)
• Paul Tudor Jones: $18M (+180%)
• Steven Cohen: $7M (New
• George Soros: $1M (New)
Oscar has moved sideways forever. Is it time?
$OSCR #OSCR
Bought shares in Q3:
• Ken Griffin: $38M (+114%)
• Paul Tudor Jones: $18M (+180%)
• Steven Cohen: $7M (New
• George Soros: $1M (New)
Oscar has moved sideways forever. Is it time?
$OSCR #OSCR
December 17, 2025 at 9:58 PM
Big names just took small bets in Oscar Health.
Bought shares in Q3:
• Ken Griffin: $38M (+114%)
• Paul Tudor Jones: $18M (+180%)
• Steven Cohen: $7M (New
• George Soros: $1M (New)
Oscar has moved sideways forever. Is it time?
$OSCR #OSCR
Bought shares in Q3:
• Ken Griffin: $38M (+114%)
• Paul Tudor Jones: $18M (+180%)
• Steven Cohen: $7M (New
• George Soros: $1M (New)
Oscar has moved sideways forever. Is it time?
$OSCR #OSCR
Hedge funds turned super bullish on $HIMS in Q3
Jim Simons (RIP), Steven Cohen and and Paul Tudor Jones added a a combined $120,000,000
That’s the largest superinvestor inflow since Q2 2024.
$HIMS #HIMS
Jim Simons (RIP), Steven Cohen and and Paul Tudor Jones added a a combined $120,000,000
That’s the largest superinvestor inflow since Q2 2024.
$HIMS #HIMS
December 15, 2025 at 7:04 PM
Hedge funds turned super bullish on $HIMS in Q3
Jim Simons (RIP), Steven Cohen and and Paul Tudor Jones added a a combined $120,000,000
That’s the largest superinvestor inflow since Q2 2024.
$HIMS #HIMS
Jim Simons (RIP), Steven Cohen and and Paul Tudor Jones added a a combined $120,000,000
That’s the largest superinvestor inflow since Q2 2024.
$HIMS #HIMS
This small-cap stock just saw the largest superinvestor inflow. Ever.
Buyers in Q3:
• Jefferies Group: $82M (New)
• Steven Cohen: $63M (New)
• Ken Griffin: $42M (+88%)
• Ray Dalio: $1M (New)
$PTCT #PTCT
Buyers in Q3:
• Jefferies Group: $82M (New)
• Steven Cohen: $63M (New)
• Ken Griffin: $42M (+88%)
• Ray Dalio: $1M (New)
$PTCT #PTCT
December 15, 2025 at 6:08 PM
This small-cap stock just saw the largest superinvestor inflow. Ever.
Buyers in Q3:
• Jefferies Group: $82M (New)
• Steven Cohen: $63M (New)
• Ken Griffin: $42M (+88%)
• Ray Dalio: $1M (New)
$PTCT #PTCT
Buyers in Q3:
• Jefferies Group: $82M (New)
• Steven Cohen: $63M (New)
• Ken Griffin: $42M (+88%)
• Ray Dalio: $1M (New)
$PTCT #PTCT
Just 7 days ago, Jeffrey Ubben increased his stake in Salesforce.
Adding $25,000,000 to his $785,000,000 position.
Turnaround time?
$CRM #CRM
Adding $25,000,000 to his $785,000,000 position.
Turnaround time?
$CRM #CRM
December 12, 2025 at 10:55 PM
Just 7 days ago, Jeffrey Ubben increased his stake in Salesforce.
Adding $25,000,000 to his $785,000,000 position.
Turnaround time?
$CRM #CRM
Adding $25,000,000 to his $785,000,000 position.
Turnaround time?
$CRM #CRM
A TINY MICROCAP... that superinvestors are buying.
Steven Cohen just bought 923,000,000 shares of Solaris Oilfield, increasing his position by +530%
Other holders:
• Blackrock
• Stanley Druckenmiller
• Ken Griffin
Market cap: $498M. Long runway
$SOI #SOI #Stocks #Stockstobuy #Investing #microcap
Steven Cohen just bought 923,000,000 shares of Solaris Oilfield, increasing his position by +530%
Other holders:
• Blackrock
• Stanley Druckenmiller
• Ken Griffin
Market cap: $498M. Long runway
$SOI #SOI #Stocks #Stockstobuy #Investing #microcap
December 8, 2025 at 9:21 PM
A TINY MICROCAP... that superinvestors are buying.
Steven Cohen just bought 923,000,000 shares of Solaris Oilfield, increasing his position by +530%
Other holders:
• Blackrock
• Stanley Druckenmiller
• Ken Griffin
Market cap: $498M. Long runway
$SOI #SOI #Stocks #Stockstobuy #Investing #microcap
Steven Cohen just bought 923,000,000 shares of Solaris Oilfield, increasing his position by +530%
Other holders:
• Blackrock
• Stanley Druckenmiller
• Ken Griffin
Market cap: $498M. Long runway
$SOI #SOI #Stocks #Stockstobuy #Investing #microcap
Here are the top stocks Chit Chat Stocks mentioned in their latest episode:
$ABNB
$TSM
$AMEX
$RACE
$ADSK
$WISE
$UBER
Listen here:
open.spotify.com/episode/2TG2...
$ABNB
$TSM
$AMEX
$RACE
$ADSK
$WISE
$UBER
Listen here:
open.spotify.com/episode/2TG2...
December 8, 2025 at 4:09 PM
Here are the top stocks Chit Chat Stocks mentioned in their latest episode:
$ABNB
$TSM
$AMEX
$RACE
$ADSK
$WISE
$UBER
Listen here:
open.spotify.com/episode/2TG2...
$ABNB
$TSM
$AMEX
$RACE
$ADSK
$WISE
$UBER
Listen here:
open.spotify.com/episode/2TG2...
Stanley Druckenmiller just bought a microcap.
In Q3 he picked up Aeva Technologies, a $700M LiDAR company with ~300 employees building autonomous driving tech.
Stanley invested $27M, making it his 35th largest holding.
And he bought it after it was already +200% YTD.
$AEVA
In Q3 he picked up Aeva Technologies, a $700M LiDAR company with ~300 employees building autonomous driving tech.
Stanley invested $27M, making it his 35th largest holding.
And he bought it after it was already +200% YTD.
$AEVA
December 7, 2025 at 5:54 PM
Stanley Druckenmiller just bought a microcap.
In Q3 he picked up Aeva Technologies, a $700M LiDAR company with ~300 employees building autonomous driving tech.
Stanley invested $27M, making it his 35th largest holding.
And he bought it after it was already +200% YTD.
$AEVA
In Q3 he picked up Aeva Technologies, a $700M LiDAR company with ~300 employees building autonomous driving tech.
Stanley invested $27M, making it his 35th largest holding.
And he bought it after it was already +200% YTD.
$AEVA
A small-cap stock no one talks about…
but two of the world’s best investors are buying?
Meet NewAmsterdam Pharma held by:
• Andreas Halvorsen: $230M (+216% return)
• Stanley Druckenmiller: $68M (+59% return)
Market cap: $1.6B
$NAMS
but two of the world’s best investors are buying?
Meet NewAmsterdam Pharma held by:
• Andreas Halvorsen: $230M (+216% return)
• Stanley Druckenmiller: $68M (+59% return)
Market cap: $1.6B
$NAMS
December 4, 2025 at 10:51 PM
A small-cap stock no one talks about…
but two of the world’s best investors are buying?
Meet NewAmsterdam Pharma held by:
• Andreas Halvorsen: $230M (+216% return)
• Stanley Druckenmiller: $68M (+59% return)
Market cap: $1.6B
$NAMS
but two of the world’s best investors are buying?
Meet NewAmsterdam Pharma held by:
• Andreas Halvorsen: $230M (+216% return)
• Stanley Druckenmiller: $68M (+59% return)
Market cap: $1.6B
$NAMS
John Paulson did it again.
On November 25, he increased his stake in Bausch Health Companies with another 2.5M shares.
It’s now his 3rd largest holding, and makes up 16% of his entire equity portfolio.
Position is now worth $516,000,000
$BHC #BHC
On November 25, he increased his stake in Bausch Health Companies with another 2.5M shares.
It’s now his 3rd largest holding, and makes up 16% of his entire equity portfolio.
Position is now worth $516,000,000
$BHC #BHC
December 3, 2025 at 10:19 PM
John Paulson did it again.
On November 25, he increased his stake in Bausch Health Companies with another 2.5M shares.
It’s now his 3rd largest holding, and makes up 16% of his entire equity portfolio.
Position is now worth $516,000,000
$BHC #BHC
On November 25, he increased his stake in Bausch Health Companies with another 2.5M shares.
It’s now his 3rd largest holding, and makes up 16% of his entire equity portfolio.
Position is now worth $516,000,000
$BHC #BHC
This might be the biggest turnaround bet in years.
Stanley Druckenmiller just made DocuSign his 8th largest holding.
He’s been buying every quarter this year and now owns 1.69M shares worth $115,000,000.
He’s down -18% on the position while DocuSign is down -78% from the top.
$DOCU #DOCU
Stanley Druckenmiller just made DocuSign his 8th largest holding.
He’s been buying every quarter this year and now owns 1.69M shares worth $115,000,000.
He’s down -18% on the position while DocuSign is down -78% from the top.
$DOCU #DOCU
December 2, 2025 at 9:27 PM
This might be the biggest turnaround bet in years.
Stanley Druckenmiller just made DocuSign his 8th largest holding.
He’s been buying every quarter this year and now owns 1.69M shares worth $115,000,000.
He’s down -18% on the position while DocuSign is down -78% from the top.
$DOCU #DOCU
Stanley Druckenmiller just made DocuSign his 8th largest holding.
He’s been buying every quarter this year and now owns 1.69M shares worth $115,000,000.
He’s down -18% on the position while DocuSign is down -78% from the top.
$DOCU #DOCU
Stanley Druckenmiller became the world’s greatest investor by mastering 2 things:
1. Picking winners
2. Sizing winners
His 10-year return? +451%
Here are his top 3 positions:
• Natera Inc: 17.7% weight (+179% return)
• Insmed: 11.6% (+165%)
• Teva-Pharmaceutical: 10.3% (+50%)
$NTRA $INSM $TEVA
1. Picking winners
2. Sizing winners
His 10-year return? +451%
Here are his top 3 positions:
• Natera Inc: 17.7% weight (+179% return)
• Insmed: 11.6% (+165%)
• Teva-Pharmaceutical: 10.3% (+50%)
$NTRA $INSM $TEVA
December 1, 2025 at 10:57 PM
Stanley Druckenmiller became the world’s greatest investor by mastering 2 things:
1. Picking winners
2. Sizing winners
His 10-year return? +451%
Here are his top 3 positions:
• Natera Inc: 17.7% weight (+179% return)
• Insmed: 11.6% (+165%)
• Teva-Pharmaceutical: 10.3% (+50%)
$NTRA $INSM $TEVA
1. Picking winners
2. Sizing winners
His 10-year return? +451%
Here are his top 3 positions:
• Natera Inc: 17.7% weight (+179% return)
• Insmed: 11.6% (+165%)
• Teva-Pharmaceutical: 10.3% (+50%)
$NTRA $INSM $TEVA
He is one of the world’s highest ranked investors and just doubled his stake in AMD.
Andreas Halvorsen added 2,270,000 shares worth 366,000,000, increasing his position by 118%.
Now his 16th largest holding.
$AMD
Andreas Halvorsen added 2,270,000 shares worth 366,000,000, increasing his position by 118%.
Now his 16th largest holding.
$AMD
November 30, 2025 at 9:19 PM
He is one of the world’s highest ranked investors and just doubled his stake in AMD.
Andreas Halvorsen added 2,270,000 shares worth 366,000,000, increasing his position by 118%.
Now his 16th largest holding.
$AMD
Andreas Halvorsen added 2,270,000 shares worth 366,000,000, increasing his position by 118%.
Now his 16th largest holding.
$AMD
Ray Dalio just loaded up on Reddit shares.
In Q3 he bought Reddit shares worth $128,000,000 and it’s now his 37th largest holding.
Now owns 1% of the outstanding Reddit stock.
$RDDT #RDDT
In Q3 he bought Reddit shares worth $128,000,000 and it’s now his 37th largest holding.
Now owns 1% of the outstanding Reddit stock.
$RDDT #RDDT
November 28, 2025 at 7:02 PM
Ray Dalio just loaded up on Reddit shares.
In Q3 he bought Reddit shares worth $128,000,000 and it’s now his 37th largest holding.
Now owns 1% of the outstanding Reddit stock.
$RDDT #RDDT
In Q3 he bought Reddit shares worth $128,000,000 and it’s now his 37th largest holding.
Now owns 1% of the outstanding Reddit stock.
$RDDT #RDDT
Joel Greenblatt, the famous value investor and founder of Value Investors Club…
Just increased his position in Palantir.
In Q3, he boosted his stake by +28%.
Now his 19th largest holding worth $67M
Umm ok.
$PLTR #PLTR
Just increased his position in Palantir.
In Q3, he boosted his stake by +28%.
Now his 19th largest holding worth $67M
Umm ok.
$PLTR #PLTR
November 26, 2025 at 8:12 PM
Joel Greenblatt, the famous value investor and founder of Value Investors Club…
Just increased his position in Palantir.
In Q3, he boosted his stake by +28%.
Now his 19th largest holding worth $67M
Umm ok.
$PLTR #PLTR
Just increased his position in Palantir.
In Q3, he boosted his stake by +28%.
Now his 19th largest holding worth $67M
Umm ok.
$PLTR #PLTR
And now for some bullish news.
Ken Griffin just loaded up on the Mag7, doubling his stake in 5 of 7 names:
• Microsoft: +100% ($1.88B)
• Apple: +108% ($1.36B)
• Meta: +12,693% ($1.2B)
• Tesla: +280% ($626M)
• Alphabet: +200% ($596M)
The Anti-Burry move.
$MSFT $AAPL $META $TSLA $GOOGL
Ken Griffin just loaded up on the Mag7, doubling his stake in 5 of 7 names:
• Microsoft: +100% ($1.88B)
• Apple: +108% ($1.36B)
• Meta: +12,693% ($1.2B)
• Tesla: +280% ($626M)
• Alphabet: +200% ($596M)
The Anti-Burry move.
$MSFT $AAPL $META $TSLA $GOOGL
November 25, 2025 at 11:05 PM
And now for some bullish news.
Ken Griffin just loaded up on the Mag7, doubling his stake in 5 of 7 names:
• Microsoft: +100% ($1.88B)
• Apple: +108% ($1.36B)
• Meta: +12,693% ($1.2B)
• Tesla: +280% ($626M)
• Alphabet: +200% ($596M)
The Anti-Burry move.
$MSFT $AAPL $META $TSLA $GOOGL
Ken Griffin just loaded up on the Mag7, doubling his stake in 5 of 7 names:
• Microsoft: +100% ($1.88B)
• Apple: +108% ($1.36B)
• Meta: +12,693% ($1.2B)
• Tesla: +280% ($626M)
• Alphabet: +200% ($596M)
The Anti-Burry move.
$MSFT $AAPL $META $TSLA $GOOGL
Baillie just doubled their stake in Ensign.
This small-cap healthcare stock is now their 45th largest holding.
They own stock worth $520M
Market cap of just $10B
$ENSG #ENSG
This small-cap healthcare stock is now their 45th largest holding.
They own stock worth $520M
Market cap of just $10B
$ENSG #ENSG
November 24, 2025 at 10:06 PM
Baillie just doubled their stake in Ensign.
This small-cap healthcare stock is now their 45th largest holding.
They own stock worth $520M
Market cap of just $10B
$ENSG #ENSG
This small-cap healthcare stock is now their 45th largest holding.
They own stock worth $520M
Market cap of just $10B
$ENSG #ENSG
Walt Disney is trading at PE 15.
And superinvestors are bullish.
• Andreas Halvorsen – $1.1B (7th largest)
• Jeffrey Ubben – $458M (5th)
• Tom Gayner – $212M (14th)
• George Soros – $68M (12th)
Still ~30% below where it traded before launching Disney Plus.
Objectively too cheap.
$DIS #DIS
And superinvestors are bullish.
• Andreas Halvorsen – $1.1B (7th largest)
• Jeffrey Ubben – $458M (5th)
• Tom Gayner – $212M (14th)
• George Soros – $68M (12th)
Still ~30% below where it traded before launching Disney Plus.
Objectively too cheap.
$DIS #DIS
November 23, 2025 at 11:31 PM
Walt Disney is trading at PE 15.
And superinvestors are bullish.
• Andreas Halvorsen – $1.1B (7th largest)
• Jeffrey Ubben – $458M (5th)
• Tom Gayner – $212M (14th)
• George Soros – $68M (12th)
Still ~30% below where it traded before launching Disney Plus.
Objectively too cheap.
$DIS #DIS
And superinvestors are bullish.
• Andreas Halvorsen – $1.1B (7th largest)
• Jeffrey Ubben – $458M (5th)
• Tom Gayner – $212M (14th)
• George Soros – $68M (12th)
Still ~30% below where it traded before launching Disney Plus.
Objectively too cheap.
$DIS #DIS