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2023-09-14 06:23:50 ET Summary Coatue Management's 13F portfolio value increased by 35% to $20.41B in Q2 2023. The largest five stakes in the portfolio are Nvidia, Microsoft, Meta Platforms, Amazon, and Advanced Micro Devices. New stakes include Oracle, Equinix, Eaton, and Ult...
2023-09-13 00:33:55 ET Summary Ole Andreas Halvorsen's 13F stock portfolio value increased from $21.31B to $24.43B this quarter. The number of holdings in the portfolio increased from 49 to 86. The largest five individual stock positions in the portfolio are Visa, Danaher, APi...
2023-09-07 01:08:58 ET Summary Block, Inc. has strong long-term upside potential, with the stock potentially seeing a 175% increase in the next 3-4 years. The company's investments in Bitcoin and expansion of its Cash App have contributed to its financial performance and proven it...
2023-09-06 16:58:09 ET Block, Inc. (SQ) Goldman Sachs 2023 Communacopia and Technology Conference September 06, 2023 01:50 PM ET Company Participants Amrita Ahuja - COO and CFO Conference Call Participants Mike Ng - Goldman Sachs Presentation Mi...
2023-09-06 05:43:19 ET Summary Block's extensive ecosystem and reach have led to concerns, but many of these uncertainties are already reflected in the stock price. The company is actively addressing its cost structure and reallocating resources to enhance efficiency and profitabi...
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