$RDDT

1/ 13F FILINGS ARE OUT I’ll share some insights using the Lumida Invest ‘Smart Money’ feature These are dated March 30th, the correction lows - so these are especially i insightful. Soros bought the dip adding S&P, $TSM $LIN $CRWV - extremely well timed! Coatue sold the bottom dumping $MSFT $ORCL $RDDT $META. (Note: I bought those names) Coatue also reduced exposure to semiconductors.