Peter Thiel's hedge fund Thiel Macro sold off its holdings in Nvidia during the third quarter, marking another retreat from the leading provider of artificial-intelligence chips after Japan's SoftBank sold off its shares in the firm.

California

Recent 13F filings submitted to the SEC show significant activity in the technology sector by major investment funds during the third quarter. Notably, Peter Thiel's Teal Macro fund sold its entire stake in Nvidia, a move that stands out amid both gains and losses among tech stocks.

Bloomberg's review of 909 hedge fund filings identified Nvidia as a major winner in the quarter, with an $11 billion gain, while other tech stocks experienced declines. The filings also show that Berkshire Hathaway increased its position in Google but reduced its Apple holdings, highlighting a cautious and selective approach to tech investments.

Thiel's fund sold off its entire Nvidia stake, 13F filings show

Charlie Wells has been digging through the data and is here with the latest. What stands out to you Charlie. So what really stands out in these 13 filings is the positionings on tech. This is really where the smart money has been making moves and trying to figure out how they are going to navigate this rally despite the talk that we hear about a potential bubble. You can see here that the most significant weighting is in that tech sector followed by financials and followed by health consumer discretionary. But tech really in focus and questions about that rally. If you just take a look at the Nasdaq these 13 F filings are required to be sent in by anyone who invests over 100 million dollars to the SEC. And these are for that third quarter. So you look at the third quarter you see that upward trajectory but still questions really at month end in July in August and September questions there in the market. You see those spilling into these 13 F's as well. What about some of the individual names Charlie and maybe what they tell us about about investor appetite. Kind of the kind of themes that investors are looking to tease out of these markets. So Bloomberg has gone through some nine hundred and nine of these filings for hedge funds and we've picked out some winners and losers as far as individual names. So Nvidia really the winner there up some 11 billion dollars in that third quarter followed by Alphabet followed by Apple. I want to flip the board and take a look at some of these losers some that declined the most in that third quarter. What you see when I bring up these names they're also in tech. So winners in tech losers in tech. We've got core we've here. They had a very difficult August shares down some 21 percent in the day on the back of a disappointing earnings report. So we're seeing again here that theme of investors trying to parse this rally but also take a look at some cautious moves there as well. Let's think about individual names and the funds that are often associated with them. We've got Warren Buffett. I want to bring up a look at these two funds. We've got Warren Buffett's Berkshire Hathaway building up a significant stake in Google but then pairing back on Apple. So that pattern of kind of stop start there too. And I've got to bring up Teal Macro of course associated with Peter Teal. They in that third quarter exited their entire holding in Nvidia. So questions even about these firms even about these stocks that have been on a roll lately. Oh you know that Peter Teal move is going to get a lot of traction amongst retail investors isn't it in the U.S. with exposure to Nvidia. Charlie Wells thank you very much.

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Breakdown