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What Are the Hedge Fund Masters of the Universe Buying: Apple Inc. (AAPL), Alphabet Inc (GOOGL), Cheniere Energy, Inc. (LNG), Mondelez International Inc (MDLZ)

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Charles Lewis Sizemore, CFA is the founder and principal of Sizemore Capital Management LLC, a registered investment advisor. Charles has been a repeat guest on CNBC, Bloomberg TV and Fox Business News, and has been quoted in Barron’s Magazine, The Wall Street Journal and The Washington Post. He is a contributor to Forbes Moneybuilder, and has been featured in numerous publications and well-reputed financial websites, including MarketWatch, SmarterAnalyst,, InvestorPlace, GuruFocus, MSN Money, and Seeking Alpha. He is also the co-author, along with Douglas C. Robinson, of Boom or Bust: Understanding and Profiting from a Changing Consumer Economy (iUniverse, 2008). Charles holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar. He also maintains the Chartered Financial Analyst (CFA) designation in good standing.


Investing is one of those rare disciplines in which it really doesn’t pay to be original. This is money, not literature, and they don’t award Pulitzer Prizes for original work.

You don’t want to mindlessly follow the herd, of course. That rarely ends well. Before you copy the trading moves of another investor, you need to do a little homework of your own, and you should always maintain an independent, skeptical mind when putting your capital at risk. But you don’t get bonus points for coming up with an original trade. Returns are returns, regardless of whose idea the trade was, so there is really no sense in reinventing the wheel.

Today, we’re going to take a look at some of the most recent major trades by some of the smartest investors in the business. Not all of these are trades I would recommend myself. In fact, at least one of them is a stock I would run away from screaming. But it’s worthwhile to track which stocks the masters of the universe are buying. Even if we don’t invest along with them on every trade, we might learn a thing or two.

Apple Inc.

Consumer electronics king Apple Inc. (NASDAQ:AAPL) is one of my personal favorites. Carl Icahn is probably the highest-profile Apple bull out there. Icahn has about 20% of his portfolio allocated to Apple, and he’s been the loudest voice calling for Apple to return cash to shareholders via dividend hikes and aggressive share repurchases.

But Icahn now has company from fellow hedgie David Einhorn, who increased his already enormous position in Apple by more than half last quarter. Einhorn now owns 11 million shares, making Apple about 20% of his long portfolio.

Apple, as the largest company in the world by market cap, is naturally going to be widely held by large money managers. But putting 20% of your portfolio into a single stock is a bold statement. But given the general sense of bearishness towards Apple these days, is it the right statement?

Let’s take a look. It’s fair to say that Apple is no longer the growth dynamo it was five...