---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42839495.md"
description: "Trump's Q1 trades are outIncreasing hardware positions, reducing platform stock holdingsI specifically went to the OGE official website to verify the original documentsThe million-level new positions are mainly in these:Chips and EDA:$NVIDIA(NVDA.US), $Broadcom(AVGO.US), $Synopsys(SNPS.US), $Cadence Design(CDNS.US), $Texas Instruments(TXN.US)Enterprise Software:$Oracle(ORCL.US), $ServiceNow(NOW.US), $Adobe(ADBE.US), $Workday(WDAY.US)Significantly reducing positions in the same period: $Microsoft(MSFT.US), $Amazon(AMZN.US), $Meta Platforms(META.US), $VOOTop 10 holdings estimate (third-party):$Trump Media & Tech(DJT.US), $NVIDIA(NVDA.US), $Apple(AAPL.US), $Broadcom(AVGO.US), $Microsoft(MSFT.US), $Oracle(ORCL.US), $Meta Platforms(META.US), $Goldman Sachs(GS.US), $Bank of America(BAC.US), $Amazon(AMZN.US)"
datetime: "2026-07-21T23:53:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42839495.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42839495.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42839495.md)
author: "[浩浩荡荡地](https://longbridge.com/en/profiles/19784218.md)"
---

# Trump's Q1 trades are outIncreasing hardware posit…


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