Zacks Investment Ideas feature highlights: Nvidia, Palantir, Apple, Alibaba, Baidu and Bank of America

For Immediate ReleaseChicago, IL – November 5, 2025 – Today, Zacks Investment Ideas feature highlights Nvidia NVDA, Palantir PLTR), Apple AAPL, Alibaba BABA and Baidu BIDU and Bank of America BAC.The Form 13F Trap: 5 Things to KnowWhat Is a Form 13F?A 13F disclosure is a quarterly report that institutional investors with $100 million or more in assets under management (AUM) must file with the US Securities and Exchange Commission each quarter. 13F filings are meant to provide Wall Street, retail investors, and smaller institutional investors with transparency into what stocks and assets some of the world’s most successful and influential investors are trading. Included in the report is the name of the security, the type of security (for example, “call option” or equity”), the number of shares or contracts held, the fair market value of the position, and the percentage of portfolio the position comprises.These reports are required to be filed within 45 days of the end of each calendar quarter. Since the third quarter ended on September 30th, investors should expect 13F filings to trickle in over the next few weeks. While 13F filings can provide investors with transparency, entertainment, potential study material, and valuable insights, they are often misunderstood and can mislead the average investor.As a result, I will cover five of the most common pitfalls that investors often fall into when analyzing 13F filings.1. 13F Filings Represent Stale Data: The biggest trap amateur investors fall into is assuming that because a position is listed in the 13F, the filing firm still holds it. In reality, although institutional investors often have lower turnover than other investor types, a lot can change in 45 days. In fact, many prominent and successful investors credit their flexibility with their success. For instance, legendary billionaire investor Stanley Druckenmiller once said, “If the reason you invested changes, get the hell out and move on.” Remember, so long as the 13F has been filed, these investors are not required to inform the public, and they are not incentivized to (so investors don’t ride their coattails).2. 13F Reports Only Require Long Positions to be Disclosed: An investor may gain confidence in their position if they see that an institutional investor is long the stock. However, in theory, the fund can hold an equally large, or even larger, undisclosed short position. In other words, the portfolio manager may have a complex position betting on the stock to go down, but the 13F disclosure shows that the manager is instead bullish on the stock.3. Timeframe is Unknown:Even if the position is as it appears on the 13F, it is impossible to know if the position is intended to be a trade or an investment.4. Notional Values can be Misleading:Michael Burry became famous among investors after the Hollywood smash hit “The Big Short” documented his prediction of the 2008 Global Financial Crisis. This quarter, Burry was one of the first to release his 13F. The 13F disclosure shows that he is short (via long put options) ~$186 million worth of Nvidia (~66% of the portfolio) and ~$912 million worth of fellow AI juggernaut Palantir  (~13% of the portfolio). However, 13F disclosures represent notional value NOT actual value. In other words, in all likelihood, Burry is paying a tiny premium to control a massive exposure and is not actually short that much of each company.5. Confirmation Bias:Most investors want to be fed fish instead of learning to fish. As a result, investors often rely on 13Fs instead of conducting their own research and developing their own strategy. Unfortunately, like any investor, institutional investors are wrong constantly, and blindly following them can lead to bad habits and unprofitable trading.Buffett & Tepper: Two 13Fs Worth WatchingWarren Buffett’s Berkshire Hathaway and David Tepper’s Appaloosa Management are two of my favorite 13Fs to track. Buffett and Tepper are not only correct often, but they also often make high-conviction, long-term bets that are easier to track. For instance, Buffett began buying Apple in Q1 of 2016. Since then, the stock has been up tenfold.Meanwhile, Tepper began buying beaten-down Chinese stocks like Alibaba and Baidu late last year, right before their explosive upside moves. Additionally, in his most profitable trade ever, Tepper purchased beaten-down banks, such as Bank of America, following the 2008 Global Financial Crisis.Bottom LineWhile Form 13F filings offer investors transparency into the holdings of deep-pocketed investors, they are fraught with limitations, including stale data, incomplete disclosures, and misleading notional values.Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Bank of America Corporation (BAC): Free Stock Analysis Report Apple Inc. (AAPL): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Baidu, Inc. (BIDU): Free Stock Analysis Report Alibaba Group Holding Limited (BABA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks