Market News Brief
Summary
As AI enthusiasm drove global markets to record highs last quarter, the private investment firms (family offices) of the ultra-wealthy made significant, opportunistic investments in beaten-down consumer and health stocks, while still participating in the rally of some major tech companies.
Key Points
- Opportunistic Moves: Family offices used their capital to buy stocks that had fallen significantly.
- Appaloosa (David Tepper): Exited Oracle and trimmed Meta; massively increased stakes in Whirlpool (+2,000%) and Goodyear.
- Icahn Capital (Carl Icahn): Increased stake in International Flavors & Fragrances by 27%.
- Omega Advisors (Leon Cooperman): Significantly raised holdings in health insurers Cigna (+53%) and Elevance Health (+21%).
- Still Betting on Tech: Despite some profit-taking, family offices continued investing in the “Magnificent Seven” tech rally.
- Soros Fund Management: Dramatically increased stakes in Apple (+2,000%) and Amazon (+481%).
- Duquesne Family Office (Stanley Druckenmiller): Initiated new positions in Amazon and Meta.
- Appaloosa: Increased its Nvidia holdings by 9%.
市场新闻简报
总结
上一季度，在人工智能热潮推动全球市场创下历史新高之际，超级富豪的私人投资公司（家族办公室）对受挫的消费和医疗股进行了重大的机会主义投资，同时也继续参与部分大型科技股的上涨行情。
关键点
- 机会主义操作： 家族办公室利用其资金购买大幅下跌的股票。
- Appaloosa (大卫·泰珀): 清仓甲骨文并减持Meta；大幅增持惠而浦(+2,000%)和固特异。
- Icahn Capital (卡尔·伊坎): 将其在国际香精香料公司(IFF)的持股增加了27%。
- Omega Advisors (利昂·库珀曼): 显著增持了健康保险公司信诺(+53%)和 Elevance Health(+21%)。
- 仍看好科技股： 尽管进行了一些获利了结，家族办公室仍继续投资于”七巨头”科技股的上涨。
- 索罗斯基金管理公司： 大幅增持了苹果(+2,000%)和亚马逊(+481%)的股份。
- Duquesne Family Office (斯坦利·德鲁肯米勒): 新建了亚马逊和Meta的头寸。
- Appaloosa： 将其英伟达持股增加了9%。
Original Article Link: https://www.cnbc.com/2025/11/20/billionaire-family-offices-stock-bets-market-rally.html