By Keithen Drury
Publication Date: 2026-03-03 17:00:00
Key Points
With the latest round of 13F forms out, we have some new insights into what stocks are in the portfolios of billionaire hedge fund managers. One fund I follow is Third Point, run by billionaire Daniel Loeb. During the fourth quarter, he made some interesting moves, selling Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT). However, he didn’t just sit on a pile of cash. He added to his position in another stock that has been on a huge run over the past few years.
The stock is up more than 1,200% since 2023, and it’s none other than Nvidia (NASDAQ: NVDA).
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This is another vote of confidence for Nvidia — a stock that has been leading the markets for some time.
However, the “new” information we have on Loeb’s activities is at least two…
