To The Moon

#Cathie Wood, #Ray Dalio, #Chris Hohn, #Baillie Gifford, #Christopher Davis, #Mario Gabelli, #Terry Smith

Below info shows the Top 3 holdings and Increasing stocks of each Hedge funds on a quarterly basis, the info is based on their regulatory 13F Formfiled to SEC.

1. Cathie Wood's ARK Invest 13F Portfolio - Q2 2022 Update

• ARK Invest’s 13F portfolio value decreased from $23.96B to $16.91B this quarter.
• $Coinbase Global, Inc.(COIN)$ , $Roku Inc(ROKU)$ , $Shopify(SHOP)$ , and $Ginkgo Bioworks Holdings Inc.(DNA)$ were increased while decreasing Spotify, Ionis Pharma, Vertex Pharma, and Sea Limited.
• The Top 3 positions are $Tesla Motors(TSLA)$ , $Zoom(ZM)$ , and $Roku Inc(ROKU)$ , and they add up to ~18% of the portfolio.

ARK Investwas founded by Cathie Wood in 2014. They manage several actively managed ETFs, index ETFs, and certain other international products. Assets Under Management (AuM) has come down from over $50B at the peak to ~$20B now.

They invest in what they term "disruptive innovation" and the actively managed ETFs are ARK Innovation ETF (NYSEARCA:ARKK), ARK Autonomous Tech & Robotics ETF (BATS:ARKQ), ARK Next Generation Internet ETF (NYSEARCA:ARKW), ARK Genomic Revolution ETF (BATS:ARKG), ARK Fintech Innovation ETF (NYSEARCA:ARKF), and ARK Space Exploration & Innovation ETF (BATS:ARKX).

2. Ray Dalio's Bridgewater Associates 13F Portfolio - Q1 2022 Update

• Bridgewater Associates' 13F portfolio value increased ~45% from ~$17.20B to ~$24.81B this quarter.
• They more than doubled their stakes in emerging market ETFs this quarter.
• The Top 3 individual stock positions are $Procter & Gamble(PG)$ , $Alibaba Group Holding Limited(BABAF)$ , and $Johnson & Johnson(JNJ)$ and they add up to ~11% of the portfolio.

3. Chris Hohn's TCI Fund Management 13F Portfolio - Q1 2022 Update

• TCI Fund Management’s 13F portfolio value decreased from $44.44B to $36.84B this quarter.
• S&P Global was increased substantially while decreasing Charter Communications.
• The Top 3 positions are $Alphabet(GOOG)$ , $Microsoft(MSFT)$ , and $Canadian National Railway(CNI)$ and they add up to ~50% of the portfolio.

The Children's Investment Fund Management(TCI), a prominentvalue-basedhedge fund. Profits generated by the fund were proportionately allocated toThe Children's Investment Fund Foundation, a registered charity in England and Wales that focuses on improving the lives of children living in poverty in developing countries.

4. Baillie Gifford's 13F Portfolio - Q1 2022 Update

• Baillie Gifford’s 13F portfolio value decreased from ~$182B to ~$143B this quarter.
• They increased $Affirm Holdings, Inc.(AFRM)$ , $Coupang, Inc.(CPNG)$ , and $Ginkgo Bioworks Holdings Inc.(DNA)$ while reducing Petroleo Petroleo Brasileiro SA Petrobras(PBR) and First Republic Bank(FRC) .
• The Top 3 positions are $Tesla Motors(TSLA)$ , $Moderna, Inc.(MRNA)$ , and $Illumina(ILMN)$, and they add up to ~18% of the portfolio.

5. Christopher Davis' Davis Selected Advisers 13F Portfolio - Q1 2022 Update

• Davis Selected Advisers 13F portfolio value decreased from $21.52B to $19.79B this quarter.
• They increased $Meta Platforms, Inc.(META)$ , $Viatris Inc.(VTRS)$ , $JD.com(JD)$ , and $Coupang, Inc.(CPNG)$ while reducing Wells Fargo(WFC) and American Express(AXP) .
• The Top 3 positionsare $Berkshire Hathaway(BRK.A)$ ,$Berkshire Hathaway(BRK.B)$ , $Wells Fargo(WFC)$ , and $Capital One Financial Corp(COF-N)$ , and they add up to ~26% of the portfolio.

6.  Terry Smith's Fundsmith 13F Portfolio - Q1 2022 Update

• Fundsmith’s 13F portfolio value decreased from $40.98B to $29.12B this quarter.
• They added Adobe and Mettler-Toledo while almost selling out Johnson & Johnson.
• The top three positions are Microsoft, IDEXX Labs, and Estee Lauder, and they add up to ~23% of the portfolio.

7. Mario Gabelli's Gabelli Funds 13F Portfolio - Q1 2022 Update

• Gabelli Funds’ 13F portfolio value decreased from $15.84B to $15.22B this quarter.
• They increased $Paramount Global(PARA)$ and S&P Global while decreasing PNM Resources.
• The Top5 positions are $Alphabet(GOOG)$ , $Microsoft(MSFT)$ , $NextEra Energy Partners LP(NEP)$ , $Newmont Mining(NEM)$ , and $Apple(AAPL)$ , and they add up to ~7% of the portfolio.

Question For You：

Will you follow these funds  to invest ?

Which Stocks you have longterm confidence in？