Why You Should Pay Attention to LinkedIn Corp (LNKD), GrubHub Inc (GRUB)?

Amazon.com, Inc. (NASDAQ:AMZN)‘s stock returned 17% in the third quarter, as Immersion left its stake unchanged at 78,256 shares, whose value went up to $65.53 million from $56.00 million. Amazon.com, Inc. (NASDAQ:AMZN) was included in the equity portfolios of 145 funds tracked by us at the end of June, up from 133 funds at the end of March. Among these funds, Andreas Halvorsen’s Viking Global had the biggest position in Amazon.com, Inc. (NASDAQ:AMZN), worth close to $2.35 billion at the end of June. Sitting at the No. 2 spot was Ken Fisher’s Fisher Asset Management, with a $1.50 billion position. Other peers that were bullish included Alex Snow’s Lansdowne Partners, Boykin Curry’s Eagle Capital Management, and Stephen Mandel’s Lone Pine Capital.

After having initiated a stake in Berkshire Hathaway Inc. (NYSE:BRK-B) during the second quarter, Immersion sold out all of its 231,081 shares between July and September, as the stock remained close to flat. At the end of the second quarter, a total of 78 investors tracked by Insider Monkey were bullish on this stock, a change of 10% from one quarter earlier. Among these funds, Bill & Melinda Gates Foundation Trust held the most valuable stake in Berkshire Hathaway Inc. (NYSE:BRK.B), which was worth $9.32 billion at the end of the second quarter. On the second spot was Eagle Capital Management which amassed $1.91 billion worth of shares. Moreover, Gardner Russo & Gardner, Fisher Asset Management, and International Value Advisers were also bullish on Berkshire Hathaway Inc. (NYSE:BRK.B).

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