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Wall Street's Q1 Moves: 13F Filings Decoded for U.S. Stock Investors

The latest 13F filings, mandated by the SEC for institutions managing over $100 million in U.S. equities, reveal Wall Street's Q1 2025 strategies. 

Here's a concise look at what major players like Berkshire Hathaway, Baillie Gifford, Bridgewater, and ARK Invest did—and what it means for investors.

$Berkshire Hathaway(BRK.B)$  's $259 billion portfolio, down $8 billion from Q4, remains heavily concentrated, with 89% in its top 10 holdings. Apple dominates at $66.6 billion, unchanged after 2024 trims, with Buffett praising CEO Tim Cook at the May 2025 shareholder meeting. Berkshire added to $Constellation Brands (STZ.US)$ and $Pool Corp (POOL.US)$ while cutting $Bank of America(BAC)$   and exiting $Citigroup(C)$  , signaling confidence in consumer brands over banks.

Baillie Gifford's $115 billion U.S. equity portfolio, down $15 billion, trimmed top holdings like $MercadoLibre (MELI.US)$ and $Spotify Technology (SPOT.US)$, suggesting caution on high-growth tech. The firm boosted $Paycom Software (PAYC.US)$ and Chile's $Sociedad Quimica Y Minera De Chile (SQM.US)$, diversifying into HR tech and materials, while slashing $Tesla (TSLA.US)$ and $NVIDIA (NVDA.US)$, hinting at profit-taking in megacap tech.

Bridgewater's $21.6 billion portfolio leaned defensive, slashing SPY and diving into gold via SPDR Gold Shares, aligning with its bullish gold thesis amid a 19% Q1 rally. Tech cuts hit $Applovin (APP.US)$ and $Meta Platforms (META.US)$, but Chinese tech shone, with big buys in $Alibaba (BABA.US)$ and $Baidu (BIDU.US)$, betting on global value.

ARK Invest's $9.99 billion portfolio held firm on Tesla despite a 36% Q1 drop, with a 32% Q2 rebound validating the stance. ARK added $Tempus AI (TEM.US)$ and $CRISPR Therapeutics (CRSP.US)$, doubling down on AI and biotech, while trimming $Roku Inc (ROKU.US)$ and $Palantir (PLTR.US)$ to lock in tech gains.

For investors, these moves highlight a market balancing caution and opportunity. Berkshire and Bridgewater's defensive plays suggest economic wariness, while ARK's innovation bets and Bridgewater's Chinese tech buys point to selective growth. Keep an eye on Apple, Tesla, and gold for momentum, and consider consumer and Chinese tech for value in 2025.

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