StockDuty ← Dashboard Jul 09, 2026 02:10 PM ET
CatalystTech/AI

FUNDSMITH ADDS APPLOVIN, TSMC, UBER; EXITS NIKE, LVMH, NOVO NORDISK AMONG 1H MOVES - SEEKINGALPHA

Notable fund rotation into tech/AI with exits from consumer, luxury, pharma stocks.

What changed
Why it matters
Notable fund rotation into tech/AI with exits from consumer, luxury, pharma stocks.
Sources
seekingalpha
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