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High concentration in just one or a few companies is what drives many top investors' outperformance, so having a gander at their top positions can be an insightful exercise. But the strategy can also be risky in the sense that much of a portfolio's performance depends on a small number of holdings.
Many of the bets are the same as in September 2024, the last time we checked in. Portfolio weightings change, however, either as particular stocks see outsize gains or losses or as fund managers add to or reduce their positions.