May. 15 at 8:29 PM
Super-investor Pat Dorsey just loaded up a new book 👀
Big move in
$APP — now ~4th largest position, ~10% allocation, ~317K shares. That’s not a “watchlist” size, that’s conviction capital.
Also added:
$SPGI ~7.5%
$UBER ~6.2%
What stands out isn’t just the names, it’s the sizing. This is concentrated positioning, not diversification noise.
Market will debate valuation, but flows like this usually mean someone is underwriting multi-year compounding, not next-quarter trades.
Worth tracking closely from here.
Follow me 👉@ChipDistribution7 for real-time updates and everything. Let’s make moves!