US Hedge Funds Q2 Holdings Revealed: SpaceX Becomes Strongest Consensus Long, Alphabet Sees Most Concentrated Accumulation in History, Nvidia Faces Reduction
In its first quarter of public trading, nine institutions rushed to build positions in SpaceX with zero reductions, while Alphabet saw 11 institutions increase holdings led by Berkshire;…
In its first quarter of public trading, nine institutions rushed to build positions in SpaceX with zero reductions, while Alphabet saw 11 institutions increase holdings led by Berkshire; Amazon emerged as the quarter's biggest bull-bear divergence. Nvidia and Broadcom saw net reductions, with AI hardware capital accelerating toward downstream infrastructure such as Seagate Technology and CoreWeave.
Original: https://wallstreetcn.com/articles/3779661
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