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From the recently released institutional 13F report, it can be seen that after a brief pullback in the third quarter, hedge funds have started to enter on dips. For example, Tiger Global Management's NVIDIA position increased by 77% in the previous quarter. At the same time, Google's parent company Alphabet's holdings have also increased by 40%. The fund's overweight holdings in Meta, Microsoft, and Amazon range from 4% to 8%.
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