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Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022.
Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter.
The top three positions are Apple, Microsoft, and Amazon. They add up to ~17% of the portfolio.