13F Tracking of Cathie Wood, Howard Marks, Dalio, Simons, Raymond…
This article is based on regulatory13F Formfiled on 1/24/2023, showing the Top holdings and big changes made to some famous Hedge funds' 13F portfolio.
1. Cathie Wood's ARK Invest 13F Portfolio - Q4 2022 Update
- ARK Invest’s 13F portfolio value decreased from $14.35B to $11.54B this quarter.
- They increased Tesla, Ginkgo Bioworks, and Coinbase Global stakes while decreasing $NVIDIA Corp(NVDA)$ ,$Fate Therapeutics(FATE)$ , and $TuSimple Holdings Inc.(TSP)$ during the quarter.
- The top three positions are $Exact Sciences(EXAS)$ , $Zoom(ZM)$ , and $Tesla Motors(TSLA)$ , and they add up to ~18% of the portfolio.
There are 40 securities that are significantly large, the spreadsheet below highlights changes in Q4 2022: Source to read more
Source: John Vincent. Data constructed from ARK Invest' 13F filings for Q3 2022 and Q4 2022.
2. Howard Marks Top 10 Holdings – Latest 13F (9-30-2022)
The current market value of his portfolio is $9,108,674,000 with a top 10 holdings concentration of 52.56%. Top 10 Holdings as below:
| STOCK | VALUE ($000) | % | SHARES |
| $Torm PLC(TRMD)$ | 1,103,925 | 12% | 53,812,988 |
| $Chesapeake Energy Corp(CHKEW)$ | 923,258 | 10% | 9,800,000 |
| $Vistra Energy Corp.(VST)$ | 533,396 | 5.90% | 25,399,812 |
| $Garrett Motion Inc.(GTXAP)$ | 489,415 | 5.40% | 68,834,814 |
| $Star Bulk Carriers(SBLK)$ | 454,855 | 5.00% | 26,021,457 |
| $PG&E Corp(PCG)$ | 309,375 | 3.40% | 24,750,000 |
| $Sitio Royalties Corp.(STR)$ | 285,995 | 3.10% | 12,935,120 |
| $SPDR S&P 500 ETF Trust(SPY)$ | 258,956 | 2.80% | 725,000 |
| $Runway Growth Finance Corp.(RWAY)$ | 239,391 | 2.60% | 21,054,667 |
| $SunOpta(STKL)$ | 188,509 | 2.10% | 20,726,126 |
In his recent interview with The Market, Howard Marks explained why investors need stamina to resist the temptation of responding to short-term influences.
"So when everybody else is a short-term investor, you should become a long-term investor. You can get a big advantage that way. When you think long-term, volatility doesn’t matter.
What you need is sitzfleisch: The stamina to resist the temptation of responding to these short-term influences."
3. $Micron Technology(MU)$ Appearing In Dalio, Simons, Watsa Portfolios
Top Investors such as Jim Simons, Ray Dalio and etc's latest 13F’s shows they are holding same picks in their portfolios.
For example, superinvestors who currently hold positions in $Micron Technology(MU)$ include(Shares):
| Top Investors | Shares Positions | Top Investors | Shares Positions | ||
| 1 | Jim Simons | 7,467,336 | 2 | Andreas Halvorsen | 5,413,915 |
| 3 | Prem Watsa | 3,462,049 | 4 | Seth Klarman | 3,285,974 |
| 5 | Cliff Asness | 2,937,486 | 6 | Israel Englander | 1,687,556 |
| 7 | Donald Yacktman | 695,208 | 8 | Ray Dalio | 576,159 |
| 9 | Ken Griffin | 268,890 | 10 | Joel Greenblatt | 256,971 |
Micron historically focused on designing and manufacturing DRAM for PCs. The firm then expanded into the NAND flash memory market. It increased its DRAM scale with the purchase of Elpida (completed in mid-2013) and Inotera (completed in December 2016). The firm’s DRAM and NAND products tailored to PCs, data centers, smartphones, game consoles, automotives, and other computing devices.
Micron Technology Inc (MU) stock is down 39% in the past twelve months, however it remains undervalued.
4. Raymond James & Associates acquired shares of $Enstar(ESGR)$
The most recent 13F filing that Raymond James & Associates has submitted with the Securities and Exchange Commission (SEC) reveals that the investment firm increased its holdings in Enstar Group Limited $Enstar(ESGR)$during the third quarter.
5. Top 10 Holdings Of Vincent Maddi
| Company | Share Owns | Estimated Average Price | Shares Market Value | Account fo of Total Portfolio | YTD 2023 | 3-month Return |
| $BP PLC(BP)$ | 998K shares | $29.98 | $28 million | 4.81% | ~4% | 9%+ |
| $Targa Resources(TRGP)$ | 429K shares | $34.80 | $25 million | 4.37% | ~3% | 10%+ |
| $Enerplus(ERF)$ | 1.76 million shares | $11.69 | $25 million | 4.23% | 1%+ | 3%+ |
| $Darling Ingredients(DAR)$ | 324K shares | $76.01 | $21 million | 3.63% | 4%+ | -17% |
| $Ovintiv Inc.(OVV)$ | 464K shares | $27.96 | $21 million | 3.60% | 1%+ | ~2% |
| $Bunge(BG)$ | 252K shares | $84.30 | $20 million | 3.51% | 2%+ | -1% |
| $Chesapeake Energy Corp(CHKEW)$ | 219K shares | $71.15 | $20 million | 3.49% | 7%+ | -14% |
| $Marathon(MRO)$ | 883K shares | $20.66 | $19 million | 3.37% | ~5% | -7% |
| $PBF Energy Inc(PBF)$ | 531K shares | $22.28 | $18 million | 3.16% | ~6% | -2% |
| $Diamondback(FANG)$ | 151K shares | $116.42 | $18 million | 3.08% | 10%+ | -4% |
Welcome to read: 3 Surprising Stocks You Never Knew Warren Buffett Owns
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Great article on wood , Howard marks .
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