According to @StockMKTNewz, John Armitage, who manages $8.7 billion at Egerton Capital, has released his Q1 portfolio update, revealing significant adjustments in major tech and financial stocks. The updated holdings include increased positions in Microsoft and JPMorgan, while reducing exposure to Alibaba and Meta Platforms (source: https://twitter.com/StockMKTNewz/status/1919931671576502486). For crypto traders, these shifts indicate continued institutional confidence in US tech and finance sectors, potentially fostering a positive sentiment spillover into digital asset markets, especially those correlated with tech stocks and fintech innovation.