Summary of Mag-7 13F’s: AMZN raised, and cut, at a couple; NVDA raised at Point72 & Third Point; META new buy at Pershing, while Lone Pine exits

Apple (AAPL)

• 
  Top holding: Berkshire:

Amazon (AMZN)

• 
  Raised: Pershing Square, Point72:.


• 
  Cut: Berkshire, Lone Pine.


• 
  Top holding: Appaloosa, Pershing Square, Point 72.

Alphabet (GOOGL)

• 
  Raised: Appaloosa.


• 
  Cut: Pershing Square


• 
  Top Holding: Pershing Square, Appaloosa.

Meta (META)

• 
  New: Pershing Square


• 
  Raised: Appaloosa.


• 
  Cut: Point72.


• 
  Exits: Lone Pine.


• 
  Top Holding: Appaloosa, Pershing Square

Microsoft (MSFT)

• 
  Cut: Point72, Third Point.


• 
  Top holding: Point72.

Nvidia (NVDA)

• 
  Raised: Point72, Third Point.


• 
  Top holding: Point72.

18 Feb 2026 - 12:49- EquitiesResearch Sheet- Source: Newsquawk