0 Atreides Management just filed its Q2 2026 13F. š Managed by Gavin Baker Ā· $14.3B across 49 holdings š¢ Bought: $SPCX, $QQQ, Cerebras Systems INC, $META +38 more š“ Sold: $MU, $ALAB, $LITE, $SATS +23 more 1 comment Ā· 16h ago Ā· by fundfollower.bsky.social #$alab#$lite#$meta
0 Winslow Capital Management just filed its Q2 2026 13F. š Managed by Justin Kelly Ā· $29.1B across 163 holdings š¢ Bought: $GOOG, $LITE, $STX, $JCI +29 more š“ Sold: $AAPL, $MSFT, $NFLX, $ISRG +36 more 1 comment Ā· 1d ago Ā· by fundfollower.bsky.social #$aapl#$goog#$isrg
