Workday Inc (WDAY), Facebook Inc (FB), JD.Com Inc (JD): Billionaire Paul Tudor Jones’ Top Q4 Picks

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After acquiring an initial stake of 12,000 shares during the second quarter, Tudor Investment Group has increased its position in JD.Com Inc (ADR) (NASDAQ:JD) to 1.17 million shares, making it one of its top picks by the end of 2014. Although the company’s stock price peaked at the end of August, 2014 was not a great year for the stock, as it only managed to gain around 10%.

JD

Year-to-date however, things are looking great, as shares of JD.Com Inc (ADR) (NASDAQ:JD) have gained a whopping 21%. Furthermore, several analysts have upgraded the equity, rating it as a ‘Strong Buy’ as of late. Hence, it comes as no surprise to see this company amongst the equity portfolios of numerous funds, including John Lykouretzos’ Hoplite Capital Management, which owns 4.14 million shares. Billionaire Howard Marks is also bullish regarding the stock, as his fund Oaktree Capital Management holds a stake of 1.36 million shares.

Tyson Foods, Inc. (NYSE:TSN) was one of billionaire Paul Tudor Jones’ largest  holdings last quarter, as his investment firm disclosed a position of 669,400 shares in the company. Other billionaire hedge fund managers were also optimistic regarding this stock, including Ken Griffin, who is the company’s largest shareholder among the funds we track with a stake of 5.56 million shares. Steven Cohen’s Point72 Asset Management is also betting on the equity, revealing a holding of 5.17 million shares last quarter. In addition to enjoying a high level of popularity amongst hedge funds and other institutional investors, Tyson Foods, Inc. (NYSE:TSN) has been performing rather well, gaining almost 20% last year, after a 74.5% bump in share price during 2013.

Finally, Tudor Investment Group also held Lennox International Inc. (NYSE:LII) amongst its top picks last quarter. Despite reducing its exposure to the stock by 110,700 shares by the end of 2014, Mr. Tudor Jones continues to bet on this company, with a stake of 212, 500 shares. So far, the billionaire hedge fund manager has not been proven wrong, as shares have climbed by more than 9% year-to-date. This is almost as much as the stock gained throughout the past year. Since taking a hard hit in October, Lennox International Inc. (NYSE:LII) has returned to its ascendant trajectory, and the stock is now trading at a historic high. Hence, it comes as no surprise to see numerous billionaires betting on this stock, including Jim Simons, Ken Griffin, Israel Englander, and Steve Cohen, all of whom own significant stakes in the company.

Disclosure: None

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