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Michael Burry's Scion Asset Management has revealed significant changes in its portfolio, with a strong focus on Chinese tech companies like Alibaba, Baidu, and JD.com. The portfolio also includes substantial investments in U.S. healthcare, fintech, and real estate sectors.

Portfolio Pulse from Kaustubh Bagalkote

August 15, 2024 | 5:19 am

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Ethereum co-founder Vitalik Buterin moved 200 ETH to Kraken, sparking speculation about his intentions. This is his first deposit to a centralized exchange this year. Additionally, he transferred 3,200 ETH to multisignature wallets, likely for donations. The market is jittery, but there's no indication of an imminent sell-off.

Portfolio Pulse from Aniket Verma

August 15, 2024 | 4:22 am

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Warren Buffett's Berkshire Hathaway has sold over 389 million Apple shares but still holds 400 million. The company also reduced stakes in Bank of America, Chevron, Capital One, Floor & Decor, T-Mobile, and Louisiana-Pacific, while increasing holdings in Chubb and Occidental Petroleum. New investments were made in Heico and Ulta Beauty. Elon Musk commented on Berkshire's $277 billion cash reserves, predicting changes as T-bill returns decline.

Portfolio Pulse from Benzinga Neuro

August 15, 2024 | 3:36 am

MPW

Medical Properties Trust (MPW) has sold 11 healthcare facilities in Colorado to University of Colorado Health for $86 million. The proceeds will be used to reduce debt and for general corporate purposes.

Portfolio Pulse from Benzinga Newsdesk

August 14, 2024 | 8:48 pm

LVLU

Lulu's Fashion Lounge Holdings has announced a reduction in its FY24 capital expenditure plan to approximately $3.5 million, which is a decrease of $1.5 million to $2.5 million from the previous estimate.

Portfolio Pulse from Benzinga Newsdesk

August 14, 2024 | 8:46 pm

ARM

LUV

Elliott Investment Management has disclosed its new positions for Q2 2024, which include 6 million shares of Southwest Airlines, 3.25 million shares of Sensata Technologies, and 150,000 shares of Arm Holdings.

Portfolio Pulse from Benzinga Newsdesk

August 14, 2024 | 8:44 pm

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Third Point LLC's Q2 2024 13F filing reveals new positions in several companies, including 1.95M Apple shares, 2.8M Amphenol shares, 2.1M KB Home shares, 1.37M Live Nation shares, 275K Micron shares, 240K Roper Technologies shares, 150K MSCI shares, 150K Dynatrace shares, 80K ASML shares, 650K CRH shares, and 625K Hess shares.

Portfolio Pulse from Benzinga Newsdesk

August 14, 2024 | 8:38 pm

AKAM

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Soros Fund Management's Q2 2024 13F filing reveals new positions in several companies, including ChampionX, Alibaba, JD.com, NextEra Energy, Humana, Snowflake, Super Micro Computer, Texas Instruments, Akamai, and SoFi.

Portfolio Pulse from Benzinga Newsdesk

August 14, 2024 | 8:31 pm

HOOD

Robinhood Markets, Inc. (NASDAQ:HOOD) reported strong operating data for July 2024, including increases in funded customers, assets under custody, net deposits, trading volumes, and margin balances. Key metrics showed significant year-over-year growth.

Portfolio Pulse from Benzinga Newsdesk

August 14, 2024 | 8:29 pm

SGD

Safe and Green Development Corporation (NASDAQ:SGD) shares surged after securing up to $10 million investment from Arena Investors. The initial funding is $1.38 million, with potential access to $10.27 million. Additionally, an equity line of credit purchase agreement with Arena Business Solutions could provide up to $50 million. This investment is expected to support SG Devco's real estate projects and expansion.

Portfolio Pulse from Erica Kollmann

August 14, 2024 | 6:42 pm