AGCB News and Press, Altimeter Growth Corp. 2 Class A From 11/17/21

David Einhorn's 13F stock portfolio value decreased from $1.59B to $1.49B this quarter. Greenlight increased The ODP Group, LivaNova plc, and Sonos while reducing Concentrix and AerCap Holdings. The largest three positions are at ~44% of the portfolio. As of Q3 2021, the overall p...

Seth Klarman’s 13F portfolio value decreased from $12.33B to $10.88B this quarter. Baupost Group increased Liberty SiriusXM, Theravance Biopharma, and Joby Aviation while decreasing eBay, Willis Towers Watson, International Flavors & Fragrances, and PG&E. The portfo...

David Tepper’s 13F portfolio value decreased from $6.96B to $4.83B this quarter. Appaloosa added Uber Technologies & PulteGroup while dropping Adobe, Walt Disney, and Salesforce.com. Most of the top positions were reduced as well. Micron Technology, Amazon, Facebook, Al...

Seth Klarman’s 13F portfolio value decreased from $12.56B to $12.33B this quarter. Baupost Group increased Micron Technology and Facebook while dropping Fox Corp. The portfolio continues to be heavily concentrated with the top three positions accounting for ~32% of the 13F ...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy outperformed in a second-quarter rotation in...

Chase Coleman’s 13F portfolio value increased from $39B to $43.47B this quarter. Tiger Global increased DocuSign, DoorDash, Shopify, and Zoom Video while decreasing Uber Technologies and Facebook during the quarter. The largest three positions are JD.com, Microsoft, and Rob...

David Tepper’s 13F portfolio value increased from $6.69B to $6.96B this quarter. Appaloosa added Chesapeake Energy, ViacomCBS, and Paysafe while reducing PG&E, Alibaba Group Holding, Twitter, Visa, Salesforce.com, Mastercard, Walt Disney, and PayPal. Micron Technology, ...

Seth Klarman’s 13F portfolio value increased from $10.84B to $12.56B this quarter. Baupost Group increased Alphabet and Intel while reducing Fox Corp and dropping ViacomCBS. They also built small stakes in several SPACs. The portfolio continues to be heavily concentrated wi...

I never imagined I'd put out something with a title like this. Earlier in 2021 and the end of 2020, I mostly saw opportunities to buy units, engage in buy-writes, and sell puts on SPACs. At the time, both valuations and volatility in SPACs were quite elevated because of their noto...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Altimeter Growth (NASDAQ: AGC ) is set to merge with Grab in what the Singapore ride-hailing service said is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. AGC stock is up 7.53% i...