Where the Smart Money Goes: Inside Top Investor Portfolios

Good Morning,

Welcome to another edition of ChartWiz, where we visualize financial data in bite-sized portions. In today’s edition, we dive into the investment strategies of some of the world’s top financial minds and uncover the industries they’re banking on.

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PORTFOLIO BREAKDOWN - BILL ACKMAN

Bill Ackman’s portfolio, led by Pershing Square Capital Management, is heavily concentrated in the consumer and hospitality sectors, with Chipotle Mexican Grill as the top holding at 20.10%, reflecting strong confidence in the fast-casual dining market. Significant positions in Hilton Worldwide (18.20%) and Restaurant Brands International (17.24%) underscore a strategic bet on the recovery and growth of global hospitality and fast-food industries. Notably, Ackman also maintains substantial investments in technology, with Alphabet’s GOOG and GOOGL shares collectively accounting for nearly 20% of the portfolio, highlighting a balanced approach between tech innovation and consumer-driven growth.

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PORTFOLIO BREAKDOWN - WARREN BUFFETT

Warren Buffett’s Berkshire Hathaway portfolio is heavily dominated by Apple, which makes up a staggering 40.81% of the total holdings, showcasing Buffett's immense confidence in the tech giant's consistent performance and brand strength. Financials also play a significant role, with Bank of America (11.81%) and American Express (10.41%) being prominent, reflecting Buffett's traditional preference for stable, high-return financial institutions. The portfolio also includes significant positions in consumer staples like Coca-Cola (7.38%) and energy companies such as Chevron (5.85%) and Occidental Petroleum (4.86%), indicating a diversified approach that balances tech, finance, consumer goods, and energy.

PORTFOLIO BREAKDOWN - DAVID EINHORN

David Einhorn's Greenlight Capital portfolio is notably concentrated, with nearly 29% invested in Green Brick Partners (GRBK), signaling a strong commitment to the residential construction and real estate development sector. Other significant holdings include Brighthouse Financial (7.13%) and Kyndryl Holdings (6.58%), indicating a strategic focus on financial services and IT infrastructure. The portfolio shows a diverse mix across sectors, including energy with Consol Energy (6.29%), healthcare services with Alight (5.20%), and consumer goods with Office Depot (4.15%). This diversity highlights Einhorn’s approach of balancing high-conviction bets with investments in various industries to capture growth opportunities across the market.

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PORTFOLIO BREAKDOWN - DAVID TEPPER

David Tepper’s Appaloosa Management portfolio is heavily tilted towards the technology sector, with Alibaba (12.17%) and Amazon (10.32%) leading the top holdings, reflecting a strong belief in the long-term growth of e-commerce and cloud computing. Significant positions in Microsoft (8.80%), Meta (8.15%), and Nvidia (5.97%) further underscore a tech-centric strategy, capitalizing on the increasing demand for software, social media, and AI technologies. The inclusion of Alphabet (4.72%), AMD (4.40%), and Oracle (4.32%) adds diversification within the tech sector, while smaller stakes in Pinduoduo (3.65%), Baidu (2.83%), Adobe (2.64%), and FedEx (2.60%) suggest a strategic blend of global e-commerce, digital innovation, and logistics. This portfolio highlights Tepper's focus on high-growth opportunities in the technology and consumer sectors.

PORTFOLIO BREAKDOWN - MICHAEL BURRY

Michael Burry’s Scion Asset Management portfolio reflects a diverse strategy with a notable emphasis on Chinese e-commerce giants, with JD.com (9.53%) and Alibaba (8.74%) leading the top holdings. The portfolio also shows significant investments in healthcare, with HCA Healthcare (8.06%) and Cigna (7.02%), indicating a focus on sectors with steady demand. Financial services are well represented through Citigroup (7.64%) and a position in physical gold via Sprott Physical Gold Trust (7.37%), highlighting Burry’s cautious approach amid market uncertainties. The inclusion of technology and energy stocks like Square (7.36%) and BP (6.37%) rounds out a balanced portfolio aimed at capturing growth while managing risk.

PORTFOLIO BREAKDOWN - NANCY PELOSI

Nancy Pelosi's recent holdings show a strong focus on high-growth technology stocks, with significant investments of $2.5 million each in Nvidia (NVDA), Broadcom (AVGO), Alphabet (GOOG), and The Walt Disney Company (DIS). The portfolio also includes substantial positions in cybersecurity with Palo Alto Networks (PANW), and other tech giants like Microsoft (MSFT) and Apple (AAPL), suggesting a strategic emphasis on leading companies in the tech sector. Smaller but notable investments include $750k each in PayPal (PYPL) and American Express (AXP), indicating a blend of traditional financial services with digital payment solutions. This portfolio highlights a clear tilt towards technology and innovation, with a diversified approach across various industry leaders.

FINAL THOUGHTS

If these top investors’ portfolios are anything to go by, it’s clear there are a few industries that consistently get their attention. Technology leads the pack, with heavy investments in giants like Apple, Microsoft, and Alphabet. It’s no surprise—these companies are pretty much the backbone of modern life.

Then there’s Consumer Discretionary, where names like Amazon, Alibaba, and Chipotle show up. It seems betting on people continuing to shop online and enjoy their favorite foods is a solid strategy.

Financial Services also get a lot of love, with big stakes in Bank of America, Citigroup, and American Express. These are the reliable old-timers of the investment world, providing stability amidst all the innovation.

The Healthcare sector makes a strong appearance too. With investments in companies like HCA Healthcare and Cigna, these portfolios are prepared for the steady demand that healthcare brings, no matter what’s happening in the economy.

Energy still has its place, with investments in companies like Chevron and BP. Even as the world shifts towards greener energy, these holdings reflect the ongoing importance of traditional energy sources.

Lastly, there’s a nod to Real Estate and Infrastructure, with companies like Green Brick Partners and Howard Hughes Corporation making the cut. These investments point to a belief in the lasting value of owning and developing land.

Overall, these investors seem to be balancing high-growth tech stocks with more traditional sectors like finance, healthcare, and energy. It’s a mix that aims to capture both the excitement of emerging industries and the reliability of established ones.

WORD FROM WIZ

That’s all we have for you in today’s edition of ChartWiz. If you found this valuable, please consider forwarding it to a friend.

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Have a fantastic week!

-Wiz

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