Brad Gerstner vs Bill Ackman
Berikut tampilan portofolio saham publik lengkap Brad Gerstner dan Bill Ackman pada akhir Q2:
Brad Gerstner:
- NVIDIA $NVDA: 9.413.589 saham, $1,9B
- Cerebras $CBRS: 7.225.037 saham, $1,6B
- Taiwan Semiconductor $TSM: 1.429.355 saham, $0,7B
- Meta Platforms $META : 1.354.990 saham, $0,8B
- CoreWeave $CRWV: 6.073.695 saham, $0,6B
- Arm Holdings $ARM : 1.641.972 saham, $0,6B
- Amazon $AMZN: 2.425.351 saham, $0,6B
- Uber Technologies $UBER: 7.372.440 saham, $0,5B
- Snowflake $SNOW : 1.926.250 saham, $0,5B
- Microsoft $MSFT: 1.268.082 saham, $0,5B
- QUALCOMM $QCOM: 1.882.490 saham, $0,3B
- SpaceX $SPCX: 1.776.485 saham, $0,3B
- Micron $MU: 209.520 saham, $0,2B
- Applied Materials $AMAT: 261.950 saham, $0,2B
- KLA $KLAC: 578.230 saham, $0,2B
- Lam Research $LRCX: 394.080 saham, $0,2B
- Robinhood $HOOD: 899.691 saham, $0,09B
- Google $GOOGL: 175.180 saham, $0,06B
- Synopsys $SNPS: 140.343 saham, $0,06B
- Grab Holdings (waran): 3.502.000 saham, $0,0002B
Bill Ackman:
- Uber Technologies $UBER: 34.326.200 saham, $2,5B
- Brookfield $BN: 57.481.047 saham, $2,4B
- Microsoft $MSFT: 6.206.730 saham, $2,3B
- Amazon $AMZN: 8.563.857 saham, $2B
- Howard Hughes $HHH: 27.852.064 saham, $2B
- Restaurant Brands $QSR: 25.821.284 saham, $1,9B
- Meta Platforms $META : 3.196.062 saham, $1,8B
- Visa $V: 3.270.470 saham, $1,1B
- Mastercard $MA: 2.124.646 saham, $1,1B
- S&P Global $SPGI: 2.593.155 saham, $1,1B
- Netflix $NFLX: 13.081.465 saham, $934,0M
- Pershing Square USA $PSUS: 4.000.000 saham, $149,5M
- Seaport Entertainment $SEG: 5.023.780 saham, $133,6M
- Hertz Global $HTZ: 14.991.599 saham, $34,0M
Berikut tampilan portofolio saham publik lengkap Brad Gerstner dan Bill Ackman pada akhir Q2:
Brad Gerstner:
- NVIDIA $NVDA: 9.413.589 saham, $1,9B
- Cerebras $CBRS: 7.225.037 saham, $1,6B
- Taiwan Semiconductor $TSM: 1.429.355 saham, $0,7B
- Meta Platforms $META : 1.354.990 saham, $0,8B
- CoreWeave $CRWV: 6.073.695 saham, $0,6B
- Arm Holdings $ARM : 1.641.972 saham, $0,6B
- Amazon $AMZN: 2.425.351 saham, $0,6B
- Uber Technologies $UBER: 7.372.440 saham, $0,5B
- Snowflake $SNOW : 1.926.250 saham, $0,5B
- Microsoft $MSFT: 1.268.082 saham, $0,5B
- QUALCOMM $QCOM: 1.882.490 saham, $0,3B
- SpaceX $SPCX: 1.776.485 saham, $0,3B
- Micron $MU: 209.520 saham, $0,2B
- Applied Materials $AMAT: 261.950 saham, $0,2B
- KLA $KLAC: 578.230 saham, $0,2B
- Lam Research $LRCX: 394.080 saham, $0,2B
- Robinhood $HOOD: 899.691 saham, $0,09B
- Google $GOOGL: 175.180 saham, $0,06B
- Synopsys $SNPS: 140.343 saham, $0,06B
- Grab Holdings (waran): 3.502.000 saham, $0,0002B
Bill Ackman:
- Uber Technologies $UBER: 34.326.200 saham, $2,5B
- Brookfield $BN: 57.481.047 saham, $2,4B
- Microsoft $MSFT: 6.206.730 saham, $2,3B
- Amazon $AMZN: 8.563.857 saham, $2B
- Howard Hughes $HHH: 27.852.064 saham, $2B
- Restaurant Brands $QSR: 25.821.284 saham, $1,9B
- Meta Platforms $META : 3.196.062 saham, $1,8B
- Visa $V: 3.270.470 saham, $1,1B
- Mastercard $MA: 2.124.646 saham, $1,1B
- S&P Global $SPGI: 2.593.155 saham, $1,1B
- Netflix $NFLX: 13.081.465 saham, $934,0M
- Pershing Square USA $PSUS: 4.000.000 saham, $149,5M
- Seaport Entertainment $SEG: 5.023.780 saham, $133,6M
- Hertz Global $HTZ: 14.991.599 saham, $34,0M