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Fisher’s 13F portfolio value increased from ~$161B to ~$179B in Q4 2021.
Amazon, Netflix, Meta Platforms, and PayPal Holdings were increased while reducing Visa, Cisco Systems, Walt Disney, Intel, Wal-Mart, UnitedHealth, and Starbucks this quarter.
The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of the portfolio.