By Keithen Drury
Publication Date: 2026-08-25 10:50:00
Following what billionaire-run hedge funds are doing makes a lot of sense. It lets investors track some of the smart money on Wall Street, but only if it’s done in the right way. Investors have access to what these funds are doing thanks to the Securities and Exchange Commission (SEC).
The SEC requires funds with more than $100 million in assets to file a Form 13-F every quarter, which discloses end-of-quarter securities holdings 45 days after the quarter is over. So, this information is a bit dated, but if you follow funds with a long-term holding mentality, it can provide some valuable insights into how the market is thinking about certain stocks.
Two stocks I follow closely are Nvidia (NVDA -2.91%) and Advanced Micro Devices (AMD -3.49%), or AMD. Both companies are wildly popular, mostly thanks to them being front and center in the artificial intelligence (AI) build-out. However, each has had a stark performance difference in 2026 so far, with AMD rising more than 110%, while Nvidia is up 12%.
Fortunately, one of my favorite hedge funds to follow recently made a move involving these two, but did that move make sense?
Image source: The Motley Fool.
Tiger Global Management bought AMD and sold Nvidia
Tiger Global Management, run by billionaire Chase Coleman, is a highly regarded hedge fund in the tech sector. It’s had phenomenal performance during the past few years, and tracking its moves is a smart thing for investors to do. As of June 30, Tiger Global had…