3G Capital adds Nvidia in Q4; exits Microsoft, JD.com
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3G Capital started new positions in Nvidia (NASDAQ:NVDA) at 130K shares, Axcelis Technologies (NASDAQ:ACLS) at 125K shares and Snowflake (NYSE:SNOW) at 25K shares during Q4, its latest 13F filing showed.
The investment firm exited Microsoft (NASDAQ:MSFT), JD.com (NASDAQ:JD) and Taiwan Semiconductor Manufacturing (NYSE:TSM) in the quarter, according to the filing.
3G Capital boosted its stake Lam Research (NASDAQ:LRCX) to 30K shares fromÂ 15K earlier, Bill.com (NYSE:BILL) to 200K fromÂ 115K, Amazon.com (NASDAQ:AMZN) to 40K fromÂ 25K.
It reduced its position on Alphabet (NASDAQ:GOOGL) to 40K shares fromÂ 50K.
Meanwhile, Berkshire Hathaway added to its stake in Apple.