Sector: saas
Conviction from: NASDAQCitrini
Hybrid-cloud and hyperconverged infrastructure software
6 tracked filer(s) hold this · 3 opened, 1 added, 1 trimmed in 31-MAR-2026
Aggregate 13FScore 51 — mean of 6 scored holder(s) · buyers (new/add) avg 53. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Louis Bacon / Moore | 56 | New buy | 10,000,000 | $10,187,488 | 0.2% |
| Louis Bacon / Moore | 56 | New buy | 4,000,000 | $3,618,451 | 0.1% |
| George Soros / Soros Fund Mgmt | 31 | New buy | 3,211,000 | $2,902,938 | 0.0% |
| Howard Marks / Oaktree | 70 | Added +1040% | 22,800,000 | $23,276,538 | 0.1% |
| Bain Capital Investors LLC (auto-surfaced) | 31 | Holds (flat) | 5,355,285 | $203,554,383 | 6.2% |
| Terry Smith / Fundsmith | 63 | Trimmed -58% | 577,392 | $21,946,670 | 0.2% |
Beyond 13F — activists, insiders, politicians & research
4 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| Report | Date | Stance |
|---|
| #127 — All Along the AI Watchtower | 2026-07-20 | LONG |