Smart Money Key Portfolio Moves Q1 2025

Summary

In Q1 2025, smart money investors made significant changes to their portfolios. This video highlights the most notable transactions of prominent figures like Warren Buffett, Terry Smith, Howard Marks, and more. Key stocks such as Uber, Alphabet, and Nvidia saw heavy investments, while others like Nike and Apple experienced substantial sales. The video delves into specific moves, including Bill Aman’s large bet on Uber and David Rolf’s strategic shift away from China. The content offers valuable insights for those looking to mirror smart money strategies or understand major portfolio shifts.

Takeaways

• 😀 Smart Money investors made significant portfolio adjustments in Q1 2025, with a focus on both buying and selling key positions.
• 😀 The top 10 most-bought stocks by Smart Money include Flatter Entertainment, Uber Technologies, and Microsoft, with Microsoft seeing the highest number of investors.
• 😀 Some of the most significant stock changes include Bill Aman’s large investment in Uber Technologies, which became his largest position, and Jack Acri’s sale of 69% of his CarMax position.
• 😀 David Rolf moved funds from Meta to Microsoft, trimming 26% of his Visa position and opening a new position with United Rentals.
• 😀 Terry Smith made substantial sales, including closing positions in PepsiCo, trimming investments in Microsoft and Meta, and significantly increasing his stake in Zoetis.
• 😀 Warren Buffett’s portfolio saw him close positions in Citigroup and New Holdings, while adding 144% to his Pool Corporation investment and increasing his stake in Domino’s Pizza.
• 😀 Leelu sold 62% of his Apple position, marking it as his smallest holding, and also made reductions in his Bank of America and Alphabet class C shares.
• 😀 Michael Berry adopted a highly concentrated portfolio by selling all stocks except Estee Lauder, doubling his investment in it.
• 😀 Some investors, such as David Ter, made dramatic changes by moving away from Chinese stocks, selling major positions in Alibaba, JD.com, and Pindu Duo.
• 😀 Francis Chu demonstrated strong conviction in his investments, increasing his holdings in Alibaba by over 1,100% and adding large stakes in Stellantis and SiriusXM Holdings.

Q & A

What is the main focus of the video in terms of Smart Money investments?

The video focuses on the changes that Smart Money investors made to their portfolios in Q1 2025, highlighting the top stocks they bought and their significant portfolio moves.

What are the top 10 most-bought stocks by Smart Money in Q1 2025?

The top 10 most-bought stocks are: Flatter Entertainment, Uber Technologies, Texas Instruments, Wesco International, Alphabet, Amazon, Nvidia, TSMC, Meta Platforms, and Microsoft Corporation.

Which stock had the highest number of buyers in Q1 2025?

Microsoft Corporation had the highest number of buyers, with 14 super investors purchasing shares during the quarter.

What was the most significant portfolio change by Bill Aman in Q1 2025?

Bill Aman made a huge move by selling Nike, which amounted to $14 billion, and invested $2.2 billion into Uber Technologies, making it his biggest position.

How did Jack Acri adjust his portfolio in Q1 2025?

Jack Acri sold 69% of his CarMax holdings, added 23.5% to CCC Intelligence Solutions Holdings, and 10% to Airbnb. He also trimmed his positions in KKR and Mastercard.

What notable changes did David Rolf make to his portfolio in Q1 2025?

David Rolf opened a new position in United Rentals, trimming his Visa position by 26%, and added 18% to Microsoft while selling 12% of Meta.

What was significant about David Ter’s changes to technology stocks?

David Ter made substantial sales in technology stocks, including 56% of Nvidia, 66% of Micron Technology, 56% of ASML Holdings, and 56% of Qualcomm, while investing 8% in Taiwan Semiconductor Manufacturing Company.

How did Francis Chu adjust his portfolio in Q1 2025?

Francis Chu opened new positions in General Motors and Occidental Petroleum, and made a huge investment in Alibaba Group, increasing his position by 1,132%. He also continued buying Stellantis and SiriusXM Holdings.

What changes did Warren Buffett make to his portfolio in Q1 2025?

Warren Buffett closed positions in Citigroup and New Holdings, reduced his investment in Liberty Media Formula 1 by 50%, and significantly increased his position in Pool Corporation, while continuing to buy Domino’s Pizza.

What pattern of investment decisions was seen across many Smart Money investors in Q1 2025?

A common pattern among Smart Money investors was the trimming or selling of positions in Chinese companies like JD.com, Pinduoduo, and Alibaba, while some like David Ter significantly reduced their exposure to China-focused stocks.