Q2 13F Disclosures: What Is 'Smart Money' Actually Buying?
13F season, last window. Berkshire disclosed nearly $20bn of net equity purchases in Q2 — ending 14 straight quarters of net selling — roughly $10bn of it Alphabet; the full list lands by week's end. Nvidia's own filing is the other one to watch, given the circular-trading argument. Citi's book crossed $300bn with semiconductor additions including Micron and AMD. Alphabet −0.18% Wednesday, Nvidia +3.03%. Would you follow the institutional playbook — and which side, Buffett's Alphabet bet or Nvidia's supply chain wager?
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