Read on Twitter
1/ Starting a new thread that will cross reference holdings from my top 5 favorite hedge funds. 1st name with no surprise that is still a consensus hold is $AMZN. 2 of the 5 funds slashed their holdings but the other 3 added. Still heavily weighted among all 5.
2/ This name is name is ABSOLUTELY SCREAMING BUY on so many levels... $SE... A consensus hold among all 5, with Tybourne initiating a new position occupying top 10 spot, and SCGE adding 65% to position. One that I already own, and will continue to add to.
3/ Will continue the thread later, I don't have a life, but I do need to sleep occasionally 
4/ Another near consensus hold is $CRWD, with Tiger making a huge add to their position
5/ $SHOP remains to be an obvious hold, 3/5 owning. SCGE as their top pick at 15% weight and Whale as their # 2 Pick
6/ Absolute no brainer $DOCU was being bought in droves... 4/5 with ownership, 2 initiating new positions.
7/ If you follow me, this may be one you are already familiar with... $ZI ... I bought the day it IPO'ed... 3/5 funds bought as well. This is one you seriously need to take a look at IMO if you don't already own it.
8/ Secondary list I keep, and added Viking on request... $HUYA is #2 holding of Kerrisdale
