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Fund Managers’ Tech Trades Revealed in Q2 13-Fs 8/15/23
Manage episode 374336791 series 2975155
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Fund managers who leaned into the tech rally and AI hype cycle saw big payoffs, according to this quarter's 13-Fs. Tech-focused funds saw 15% gains year-to-date, about three times that of the average hedge fund. The group also added to top AI plays, including 16 million shares of Nvidia and 12 million shares of Microsoft. We also take a look at which fund managers went against the grain with some under-the-radar trades.
616 episodes
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Manage episode 374336791 series 2975155
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Fund managers who leaned into the tech rally and AI hype cycle saw big payoffs, according to this quarter's 13-Fs. Tech-focused funds saw 15% gains year-to-date, about three times that of the average hedge fund. The group also added to top AI plays, including 16 million shares of Nvidia and 12 million shares of Microsoft. We also take a look at which fund managers went against the grain with some under-the-radar trades.
616 episodes
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