Insights
Analysis and observations on institutional investment activity.
Outflows are already visible in the liquid corners of private credit. N-PORT filings show what sits inside the less-liquid ones — and how much of it can actually be sold in a hurry.
Read more →SpaceX filed confidentially for IPO on April 1, 2026, targeting a $1.75 trillion valuation and June listing. N-PORT disclosures show 25 funds held SpaceX and 66 held xAI heading into the offering —…
Read more →Registered fund disclosures reveal $26.7B in private security positions across 18 companies as of Q4 2025, up from $3.2B in Q4 2022. SpaceX remains the dominant position at $14.5B. The AI names —…
Read more →A look at Q1 2026 Schedule 13D filings — from Starboard's TripAdvisor board deal and Beretta's hostile run at Sturm Ruger, to Diana Shipping's rejected merger bid for Genco and Nelson Peltz…
Read more →N-PORT filings from Q4 2025 show 6,762 funds tracking $23 trillion in net assets. ETFs pulled in $193B in net inflows while mutual funds saw $-39B — a sharp reversal from Q3's $-300B mutual fund…
Read more →A look at Q4 2025 13F ownership data — why Oracle and Fiserv lost holders broadly, where eleven semiconductor names gained in unison, and what the healthcare and financial services moves looked like.
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