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This is unironically one of the best WSO threads.  We're all just sending punctuation symbols at each other.

 
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Summary of the article : 

Three of  eight largest long positions in its U.S. portfolio were newly acquired in the third quarter. 

Netflix is now the third-largest long

Meta Platforms is number seven

ON Semiconductor is eighth.

doubled its stake in Workday, now 10th-largest

Increased position in Amazon by +17%. now the largest U.S.-listed long,

sold about a third of its stake in  Microsoft

The firm sold a similar percentage of Monolithic Power Systems and Intuit, its second- and third-largest longs, at the end of June.

 

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