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Daily Note

HEDGE FUND TELEMETRY Q4 2020 13F WRAP

Feb 17, 2021

Thomas Thornton

  • HEDGE FUND TELEMETRY Q4 2020 13F WRAP
  • Buffett trimmed Apple and sold JPMorgan and PNC
  • Facebook was initiated as a new buy at Melvin Capital
  • Airbnb and Door Dash initiated as new buys at Tiger Global
  • Mega cap tech continues to be a favorite of most funds

 

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