0 Kensico Capital Management just filed its Q2 2026 13F. š Managed by Michael Lowenstein Ā· $5.8B across 25 holdings š¢ Bought: $TSM, $MCK, $INTC, $TOST +7 more š“ Sold: $APP, $UBER, $V, $FICO +6 more 1 comment Ā· 18h ago Ā· by fundfollower.bsky.social #$app#$fico#$intc
0 Dorsey Asset Management just filed its Q2 2026 13F. š Managed by Pat Dorsey Ā· $1.6B across 11 holdings š¢ Bought: $APP, $BKNG, $UBER, $SPGI +4 more š“ Sold: $ASML, $SUNB, $AER 1 comment Ā· 18h ago Ā· by fundfollower.bsky.social #$aer#$app#$asml
0 š Privacy Policy: Data Brokers Begin Deletion of Over 470,000 Californians' Personal Information as High Fines, Enforcement Expected library.thecapitolforum.com/docs/9r304x9... h/t @ethanehrenhaft.bsky.social $APP $EFX $EXPGY $EXPN $GM $GTM $OMC $PUB $RAMP $TMUS $TRU $ZETA (library.thecapitolforum.com) 0 comments Ā· 1d ago Ā· by The Capitol Forum #$app#$efx#$expgy