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.