HSBC Gain Hunter
Likes ReceivedTrump's Q1 trades are out
Increasing hardware positions, reducing platform stock holdings
I specifically went to the OGE official website to verify the original documents
The million-level new positions are mainly in these:
Chips and EDA:
$NVIDIA(NVDA.US), $Broadcom(AVGO.US), $Synopsys(SNPS.US), $Cadence Design(CDNS.US), $Texas Instruments(TXN.US)
Enterprise Software:
$Oracle(ORCL.US), $ServiceNow(NOW.US), $Adobe(ADBE.US), $Workday(WDAY.US)
Significantly reducing positions in the same period: $Microsoft(MSFT.US), $Amazon(AMZN.US), $Meta Platforms(META.US), $VOO
Top 10 holdings estimate (third-party):
$Trump Media & Tech(DJT.US), $NVIDIA(NVDA.US), $Apple(AAPL.US), $Broadcom(AVGO.US), $Microsoft(MSFT.US), $Oracle(ORCL.US), $Meta Platforms(META.US), $Goldman Sachs(GS.US), $Bank of America(BAC.US), $Amazon(AMZN.US)
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