Here are some of the big investors that track:

Altarock Partners
AKO Capital
Appaloosa
Akre Capital
Broad Run
Dorsey Asset
Duquense
Ensemble
Fundsmith
Polen Capital
Third Point

Here are their current top 10 holdings (in order) and links to their latest buys/sells ⬇️

Altarock Partners

Top 7

$TDG
$CHTR
$GOOGL
$FB
$MCO
$MA
$V

https://t.co/N4SntCHh2b
AKO Capital

Top 10 (in order):

$LIN
$BKNG
$EBAY
$V
$EL
$GOOG
$NKE
$RACE
$OTIS
$PG

https://t.co/lWlCD1HZU9
Appaloosa: (David Tepper)

Top 10:

$TMUS
$AMZN
$MU
$FB
$PCG
$GOOG
$BABA
$TWTR
$HCA
$ET
$MA

https://t.co/qWrwOKtl3f
Broad Run

Top 10

$ORLY
$BAM
$AMT
$KMX
$MKL
$AON
$ECPG
$AMWD
$SSNC
$NVR

https://t.co/h9kuU7RSqk
Dorsey Asset Management (Pat Dorsey)

Top 9

$FB
$WIX
$SMAR
$GOOG
$EBAY
$UPWK
$PYPL
$DESP
$ROKU

https://t.co/LZf9PrWJpH
Duquesne Family Office (Stanley Druckenmiller)

Top 10

$MSFT
$TMUS
$AMZN
$SBUX
$FCX
$PANW
$SE
$PENN
$NUAN
$DIS

https://t.co/VVD3dUdgsX
Ensemble Capital

Top 10

$NFLX
$FRC
$HD
$MA
$RACE
$GOOGL
$ISRG
$MASI
$BR
$BNKG

https://t.co/4B6w9VArQB
@FundsmithLLP (Terry Smith)

Top 10

$PYPL
$MSFT
$IDXX
$EL
$INTU
$SYK
$PM
$MKC
$PEP

https://t.co/wLR9sLjiym
Polen Capital Management

Top 10

$MSFT
$FB
$GOOG
$ADBE
$ABT
$V
$MA
$ACN
$ADSK
$ZTS

https://t.co/X3tH751PBA
Third Point

Top 10

$PCG
$DIS
$DHR
$IAA
$UPST
$CHTR
$AMZN
$GOOG
$BURL
$INTU

https://t.co/1khoCASWzJ

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Recently, the @CNIL issued a decision regarding the GDPR compliance of an unknown French adtech company named "Vectaury". It may seem like small fry, but the decision has potential wide-ranging impacts for Google, the IAB framework, and today's adtech. It's thread time! 👇

It's all in French, but if you're up for it you can read:
• Their blog post (lacks the most interesting details):
https://t.co/PHkDcOT1hy
• Their high-level legal decision: https://t.co/hwpiEvjodt
• The full notification: https://t.co/QQB7rfynha

I've read it so you needn't!

Vectaury was collecting geolocation data in order to create profiles (eg. people who often go to this or that type of shop) so as to power ad targeting. They operate through embedded SDKs and ad bidding, making them invisible to users.

The @CNIL notes that profiling based off of geolocation presents particular risks since it reveals people's movements and habits. As risky, the processing requires consent — this will be the heart of their assessment.

Interesting point: they justify the decision in part because of how many people COULD be targeted in this way (rather than how many have — though they note that too). Because it's on a phone, and many have phones, it is considered large-scale processing no matter what.
I hate when I learn something new (to me) & stunning about the Jeff Epstein network (h/t MoodyKnowsNada.)

Where to begin?

So our new Secretary of State Anthony Blinken's stepfather, Samuel Pisar, was "longtime lawyer and confidant of...Robert Maxwell," Ghislaine Maxwell's Dad.


"Pisar was one of the last people to speak to Maxwell, by phone, probably an hour before the chairman of Mirror Group Newspapers fell off his luxury yacht the Lady Ghislaine on 5 November, 1991."
https://t.co/DAEgchNyTP


OK, so that's just a coincidence. Moving on, Anthony Blinken "attended the prestigious Dalton School in New York City"...wait, what? https://t.co/DnE6AvHmJg

Dalton School...Dalton School...rings a

Oh that's right.

The dad of the U.S. Attorney General under both George W. Bush & Donald Trump, William Barr, was headmaster of the Dalton School.

Donald Barr was also quite a


I'm not going to even mention that Blinken's stepdad Sam Pisar's name was in Epstein's "black book."

Lots of names in that book. I mean, for example, Cuomo, Trump, Clinton, Prince Andrew, Bill Cosby, Woody Allen - all in that book, and their reputations are spotless.