#$hd

Lone Pine Capital just filed its Q2 2026 13F. 🐋 Managed by Stephen Mandel · $16.4B across 34 holdings 🟢 Bought: $NBIS, $STX, $HD, $AMAT +17 more 🔴 Sold: $VST, $TLN, $CLH, $THC +24 more

Gates Foundation Trust just filed its Q2 2026 13F. 🐋 Managed by Bill Gates · $34.4B across 24 holdings 🟢 Bought: $HD, $FDXF 🔴 Sold: $BRK-B, $WM

Another robust read on US retail sales ex autos/gas +4.8%, with discretionary categories strong at +5% or more including DIY, electronics, apparel, sporting & eating out. Web again strong although some payback for $AMZN Prime Day. 💪 $XLY $XLF $XRT $HD $LOW $WMT $URBN $IDEXF

Sharesify podcast 14 August 2026 (sharesify.com)

Sharesify podcast 14 August 2026: Talking Costain, GB Group, JD Sports, Oxford Nanopore and Rank plus ADI, AMAT and the Anthropic IPO. #COST #GBG #JD #ONT #RNK $ADI $AMAT $HD $TGT $TJX $WMT sharesify.com/sharesify-po...