WS #14297
Holding: newest synthesis is 50d 9h old
Q2 13F filings show concentrated buying in Alphabet and SpaceX, while Nvidia and Broadcom see net selling, with funds rotating into storage and infrastructure names.
Hedge fund positioning shifts in tech and AI
Q2 13F filings show concentrated buying in Alphabet and SpaceX, while Nvidia and Broadcom see net selling, with funds rotating into storage and infrastructure names.