TREE NEWS reports: Seven major funds including Berkshire Hathaway, Duquesne, H&H International, Himalaya Capital, ARK, Oriental Harbor, and Situational Awareness disclosed Q2 13F filings. Key moves: Buffett’s Berkshire boosted Alphabet, Druckenmiller rotated within AI semis, Duan Yongping and Li Lu increased PDD, Dan Bin went all-in on AI hardware, and ARK bought SpaceX. The consensus is continued AI investment but with shifts in value chain focus.
Top Funds’ 13F: Buffett, Duan, Li, Dan Reveal Q2 Positions
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