HedgeMind
@HedgeMind
HedgeMind simplifies sophisticated investing and focuses on long-term, fundamentals-driven strategies
$PLTR | Institutional Activity – Q2 Snapshot So far, 622 institutions (~29% of its total holders) have reported Q2 holdings, collectively owning 25M+ shares. Among them: - Over 45% were existing holders who added more shares - 22% initiated new positions👇🏼 Overall 67% of these…
$PLTR hit another all-time high today! 📈 Its price surge closely mirrors a near-perfect rise in institutional ownership. See our chart 👇🏼 The total number of institutional holders just hit a record 2,170+ — representing ~27% of firms managing $100M+ AUM. As a comparison, $NVDA…
$CRWV | Institutional Activity – Q2 Snapshot 91% of institutions that have reported Q2 holdings are new buyers — a strong signal of early interest. Worth noting: most institutions probably didn’t have a chance to buy $CRWV in Q1, as it only went public on March 28, leaving just…
$CRWV is one of the hottest new IPOs — up 300%+ since debut. 🚀 As of 3/31, 100+ institutions reported holding 212.65M shares. Hedge funds own 124M shares, including top names: 1️⃣ Magnetar – 95M+ 2️⃣ Coatue – 14.4M+ 3️⃣ Altimeter – 3M 4️⃣ Alyeska – 2.2M+ 5️⃣ Atreides – 1.8M+…
$NVDA | Institutional Activity – Q2 Snapshot So far, 1,400 institutions (27% of total holders) have reported Q2 holdings, collectively owning 418M+ shares — roughly 17% of shares outstanding. Among them: • Over half were existing holders who added more shares • 75…
$AMD $NVDA $TSM The three stocks are Today's High-Conviction Buys. Top-performing hedge fund manager recently made significant new investments in each one of these stocks at current price ranges. To learn more, go to hedgemind.com/investing/
$ALAB was one of today’s top gainers, closing up 19.35% at $121.89 after receiving positive analyst commentary.👇🏼 Early #13F data shows strong institutional interest:🔥👇🏼 • 52% of holders in Q2 were first-time buyers • 81% of all institutional holders added shares The data…
High-growth stocks that haven’t fully joined the market rally — yet: Ticker | % off 52Wk High $ALAB –38% $RDDT –37% $KVYO –36% $DUOL –34% $APP –32% These are the ones to watch closely — once they catch momentum, they could be your next big winners.
$FIG reported preliminary earnings results for the 2nd quarter in a S-1/A filing: Total revs up minimum 39% y/y to ~$247M. The company expects to sell ~37M shares (incl. 24.472M from selling stockholders) at offering prices between $25 and $28 per share. S-1/A:…
$FIG Figma, a collaborative design software startup, files to go public today, a high growth tech IPO to watch. Earnings results as of 3/31/25: 25Q1 revs up 46% y/y to $228.2M Gross margin was 91.5% For full year 2024, total revs up up 48% y/y to $749M Paid Customers w/ $10K+…
#13F Watch – Q2 Update (as of July 18) Over 1,480 institutions (~18%), including 29 hedge funds, have filed Q2 holdings. Filings to date show $UBER continues to attract strong institutional interest, +20% QoQ in shares held. Other growth stocks with strong net institutional…
#13F Watch – Q2 Update (as of July 11) Over 620 institutions (~8%), including 8 hedge funds, have filed Q2 holdings so far. Assenagon, one of Europe’s fastest-growing asset managers (EUR 72B+ AUM), made notable moves in growth tech: 📈 Top increases: • $AVGO is the 3rd…
$TSM Q2 earnings results:👇🏼 Total revs up 44.4% y/y to $30B, up 17.8% q/q, revs growth accelerating. Gross margin was 58.6%, +5.4 ppts y/y Net income up 60.7% y/y Expect Q3 revs to be min $31.6B, up 34% y/y $TSM closed up 3.38% to $245.6, a new record high today. Investor…
$TSM Q1 earnings results:👇🏼 Total revs up 35.3% y/y to $25.53B, down 5.1% q/q Gross margin was 58.8% Expect Q2 revs to be min $28.4B, up 36.4% y/y $TSM closed little changed today after earnings results. Investor Presentation: investor.tsmc.com/english/encryp…
High-growth stocks that haven’t fully joined the market rally — yet: Ticker | % off 52Wk High $ALAB –38% $RDDT –37% $KVYO –36% $DUOL –34% $APP –32% These are the ones to watch closely — once they catch momentum, they could be your next big winners.
High growth stocks whose quarterly revs growth are still above 25% y/y as of 25Q1: Ticker Quarterly Revs Growth (y/y)** $CRWV 420% $CRDO 180% $SOUN 151% $ALAB 144% $NVDA 69% $RDDT 62% $UPST 59% $AMBA 58% $HOOD 50% $RBRK 49% $TSM 42% $APP…
$DUOL is down ~34% from its 52-week high — yet it remains a high-growth stock as of Q1.👇🏼 Is it time to buy? Keep an eye on Whale Rock Capital’s latest #13F filing. The top-performing hedge fund has been a high-conviction holder, even after trimming its position by 36% since…
$DUOL 25Q1 earnings results: Revs up 38% y/y to $230.7M - Gross profit up 34% y/y to $164.1M Total bookings up 38% y/y to $271.6M - Subscription bookings up 44% y/y to $232.2M, ~85.5% of total bookings Monthly active users (MAUs) up 33% y/y to 130.2M Daily active users (DAUs) up…
$JOBY is the top gainer among Stanley Druckenmiller’s holdings — up 131% since Q1.👇🏼 Top 5 performers so far: $JOBY +131% $PCT +118% $STX +75% $VRNA +65% $FLEX +56% Other 40%+ gainers include: $CPNG, $COHR, $TSM Overall, 82% of his portfolio is showing positive…
$PCT was Stanley Druckenmiller’s top-performing stock in Q2 — soaring 88%+. The hedge fund legend started with a small stake of 1.59M+ shares, then doubled down to 3.36M+ shares. His Top 5 gainers since 3/31: 🔹 $PCT +88% 🔹 $STX +70% 🔹 $JOBY +63% 🔹 $FLEX +47% 🔹 $VRNA…
$TSM closed at $237.56, hitting a new all-time high today. Earnings report releases tomorrow morning before the open. Stanley Druckenmiller’s high-conviction bet is paying off — the stock is up 40%+ since Q1. Institutional sentiment remains strong: nearly 64% of institutions…
$TSM Stanley Druckenmiller just made $TSM a top 10 holding in Q1 — a major vote of confidence from one of the greatest investors alive. He scooped up 491,265 shares at an estimated avg. price of ~$200, more than 5x'ing his position — his 2nd largest buy of the quarter. 👀 He’s…
Imagine you followed HedgeMind and saw this post 7 months ago — and bought $RBLX. You’d be sitting on a 100%+ YTD gain today. 👇🏻 Following top fund managers like Alex Sacerdote isn’t just smart — it can be seriously rewarding.
$RBLX Alex Sacerdote's Whale Rock initiated a new position of 2.43M shares at avg. ~$42 per share.👇🏼 The new holding is relatively significant, representing ~1.5% of his portfolio value as of today. Worth to watch closely whether $RBLX's revs growth will continue.
Some of today’s fastest-growing tech stocks also trade at the highest P/S ratios — a clear sign of the high-risk, high-reward tradeoff. It’s a reminder that in this market, managing risk and reward requires careful balance and discipline. Here are the high growth tech stocks…
High growth stocks whose quarterly revs growth are still above 25% y/y as of 25Q1: Ticker Quarterly Revs Growth (y/y)** $CRWV 420% $CRDO 180% $SOUN 151% $ALAB 144% $NVDA 69% $RDDT 62% $UPST 59% $AMBA 58% $HOOD 50% $RBRK 49% $TSM 42% $APP…
John Thaler’s JAT Capital added 11 new positions in Q1. All but one are in the green — with big gainers like: $PLTR $CRDO $HOOD $CLS $AVGO That’s the kind of fund manager you want to follow — the ones who consistently find winners, not the ones who miss them. Take a look Jat…
$HOOD Brad Gerstner’s top new buy is now up over 100%. Following hedge funds with a strong track record, like Gerstner’s Altimeter, can give you an edge. Let them do the heavy lifting — riding alongside the top-performing managers can significantly boost your chances of finding…
$RKLB Steve Cohen's Point72 was top new buyer among hedge funds. His new position is now at a new all time high today. hedgemind.com/stocks/RKLB
$HOOD Brad Gerstner’s top new buy is now up over 100%. Following hedge funds with a strong track record, like Gerstner’s Altimeter, can give you an edge. Let them do the heavy lifting — riding alongside the top-performing managers can significantly boost your chances of finding…
$HOOD Brad Gerstner’s top new buy is now up over 100%. Following hedge funds with a strong track record, like Gerstner’s Altimeter, can give you an edge. Let them do the heavy lifting — riding alongside the top-performing managers can significantly boost your chances of finding…
$HOOD was Brad Gerstner’s #1 new position last quarter — and his timing was near perfect. His fund bought 2.89M shares just days before the stock exploded +180%. 👇🏼 Today, $HOOD is one of his top 10 holdings — a bold bet that paid off quickly, especially considering this was…