Rivian Automotive, Inc. (RIVN) vs. Ferrari N.V. (RACE): A Mass-Market EV Bet Against Ultra-Luxury Pricing Power
Rivian Automotive, Inc. (NASDAQ:RIVN) and Ferrari N.V. (NYSE:RACE) both beat estimates last week but for opposite reasons.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Viking Global Andreas Halvorsen | 2,204,309 | $816,922,007 | 2.33% | |
| 2. | Point72 Asset Management Steve Cohen | 357,749 | $133,186,375 | -15% | 0.15% |
| 3. | 232,200 | $86,445,738 | +26% | 0.01% | |
| 4. | 225,800 | $84,063,082 | -30% | 0.01% | |
| 5. | Steadfast Capital Management Robert Pitts | 192,600 | $71,703,054 | 2.2% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,570,693 | $1,324,117,783 | 1.2% | |
| 2. | 3,538,981 | $1,315,421,543 | 0.03% | |
| 3. | 3,197,917 | $1,190,553,508 | 0.06% | |
| 4. | 3,060,265 | $1,139,306,058 | 0.28% | |
| 5. | 2,559,494 | $952,873,984 | 0.16% |