Regional casino operator
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Paul Tudor Jones / Tudor | 63 | Added +308% | 46,105 | $4,072,455 | 0.0% |
| Bridgewater | 57 | Trimmed -58% | 67,825 | $5,990,982 | 0.0% |
“@investingluc @xiaopenghexpeng I stay away from Chinese companies like $XPEV just out of principle of not funding geopolitical opponents. Especially when it comes to military enabling technology like AI and robotics. Otherwise $XPEV and $BYD are both very interesting companies.” post →
| Date | Tweet |
|---|---|
| 2025-12-22 | @investingluc @xiaopenghexpeng I stay away from Chinese companies like $XPEV just out of principle of not funding geopolitical opponents. Especially when it comes to military enabling technology like AI and robotics. Otherwise $XPEV and $BYD are both very interesting companies. → · 66 likes · 9,915 views |
| 2025-09-24 | Completely ignore it, it's better to make independent decisions based on companies. Only upside is if it helps you know when they panic sell, but you usually see mainstream news about it. Eg. when Berkshire exited $BYD it's probably a decent buy now. Or when everyone was panic selling $ALAB at $5… → · 2 likes · 621 views |
| Report | Date | Stance |
|---|---|---|
| #101 — Robotics Update: Teradyne's Vulcan Win, China Supply-Chain Tour, and Basket Winners | 2025-07-10 | WATCH |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-08-16.