Author: Danny Vena, The Motley Fool

While he has more than two dozen stocks in his portfolio, these four make up the vast majority of his holdings.

One of the world’s most successful hedge fund managers has one of the most concentrated portfolio’s in the business.

… and the important investing lesson I learned from each one.

Should you buy the rebound?

While AI represents a substantial opportunity, there are other reasons to own these high-profile growth stocks.