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Long-lived category entry points for guru-led capital themes.
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The latest filing snapshot shows Berkshire increasing exposure in regulated energy and infrastructure-linked names while trimming lower-conviction consumer holdings.
Multiple tracked managers increased semiconductor, networking, and data-center exposure in the same reporting period.
The snapshot detects rising exposure beyond drug manufacturers, including packaging, device, and cold-chain logistics names.
Tiger's latest guru snapshot remains concentrated in AI platform, semiconductor, and cloud infrastructure exposure.