Light Street Capital filed a 13G on Monday July 22, disclosing a 5.2% stake in cybersecurity firm Carbon Black, Inc. (CBLK). The Palo Alto-based hedge fund acquired the $69 million CBLK position as cyber attacks become an increasing problem for U.S. corporations, and...
Famed money manager Michael Burry, main character in the book and movie "The Big Short," began reporting his Scion Asset Management holdings in Q4 of 2018 after a two year hiatus. Since then, Scion has averaged about 12 positions in its quarterly 13F portfolio. But Scion's Q3...
Ark Investment Management Founder, CEO and Portfolio Manager Catherine Wood invests in what she calls "Disruptive Innovation." Wood has been successful with this approach, to say the least. Cloning Ark Investments' 13F portfolio since Q1 of 2017 would have resulted in a 39.74% annualized return. That's nearly...
Turns out Warren Buffett and Jimmy Buffett are not related. For years the world’s third richest man and the “Margaritaville” singer-songwriter thought they might share ancestors. But DNA testing has apparently ruled that out.
As we've written before, Abdiel Capital is all about focus. Managing partners Colin Moran and Geoffrey Gentile don't spread their bets around much -- they run a concentrated long book. Abdiel's 13F portfolio, disclosed last Friday, showed that the fund's $2.14B in long holdings was invested...
The best performing hedge funds are often ones you haven't heard of. You're not doubt familiar with Berkshire Hathaway and Bridgewater Associates. But you probably don't know Casdin Capital or King Street Management. While investors fawned over Bridgewater's 14.6% gain...