Hema Parmar
speaker
60 appearances
3 recordings
1 series
first heard May 2026
last heard 31 Jul
Hema Parmar’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 2.
Appearances
Lone Pine got out of it entirely.
So you see really different moves from these firms that really do spend a lot of time investigating these companies.
Now this stock fell 23% in the first quarter.
It has rebounded some of that since.
What about,
So, we did see a decent amount of selling in the first quarter from across the Tiger Cubs.
We look at them because they tend to focus on tech.
They tend to be directional and intentional.
Keep in mind the first quarter, incredibly volatile.
March was a wild month.
A lot of funds lost a lot of money.
That could be why we saw some firms trying to sell.
We don't know when in the quarter funds were selling just because of the nature of 13Fs.
But we did see some other trends when we look at popular sells.
Amazon, this is a stock that sunk about 10% in the first quarter.
Tiger Global trimmed its stake.
KOTU cut Amazon by about a fifth.
And Lone Pine sold out of Amazon entirely.
Berkshire Hathaway also exited that company too.
So you do see some big moves in some of these localized companies for sure.
Showing 41–60 of 60 · page 3 of 3
← Previous