Private Equity Insights

FEBRUARY 14, 2025

JPMorgans investors hold a 49% stake, while Fisher Brothers controls 51%. However, it later pivoted toward acquiring an equity stake, according to sources. The financing for Blackstones stake will feature a floating interest rate, likely tied to the US Federal Reserve funds rate, which currently stands between 425 and 450 basis points.

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The Motley Fool

MARCH 19, 2025

Those subsidiaries generated plenty of cash for building Berkshire's investment portfolio. Today, that portfolio is worth $276 billion and holds positions in 44 stocks. Amazon Amazon, the world's largest e-commerce and cloud infrastructure company, accounts for 0.70% of Berkshire's portfolio. billion stake now accounts for 2.9%

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Conglomerates Financial Institutions Banks Stakes 245

Private Equity Insights

JANUARY 23, 2025

Arctos Partners, through its $9.9bn AUM Arctos Sports division, has acquired a 10% stake in the Buffalo Bills, becoming one of the first private equity firms to invest in an NFL team. This follows recent NFL rule changes allowing PE firms to hold up to 10% stakes in franchises. Dodgers, and Paris Saint-Germain F.C.

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Stakes Private Equity Firms Private Equity Firms Capital 130

Private Equity Insights

MARCH 18, 2025

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Private Equity Firms 147

Private Equity Firms Private Equity Firms Portfolios Stakes 147

The Motley Fool

NOVEMBER 30, 2024

Both companies play important roles in the burgeoning artificial intelligence (AI) economy, but several billionaire fund managers sold some of their Palantir stakes and bought more shares of Nvidia during the third quarter. Nvidia is now the largest position in AQR's portfolio. million shares of Palantir, reducing his stake by 91%.

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Stakes Shareholders Prospects Portfolios 245

The Motley Fool

MARCH 6, 2025

Berkshire significantly trimmed its stakes in two of its largest holdings, Apple and Bank of America , and the company hasn't been too interested in buying its own stock, repurchasing far fewer shares in 2024 than in prior years. The company runs one of the four large credit card networks in the world and has a large credit card portfolio.

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Stakes Banks Conglomerates Portfolios 246

The Motley Fool

NOVEMBER 11, 2024

With the understanding that Citadel's hedge fund has hedged its positions with options contracts, its 13F shows that stakes in AI-fueled data-mining specialist Palantir Technologies (NYSE: PLTR) and AI networking solutions colossus Broadcom (NASDAQ: AVGO) were increased by 1,140% and 64%, respectively, during the June-ended quarter.

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Hedge Funds Stakes Asset Management Assets 246

The Motley Fool

JANUARY 11, 2025

Today, Berkshire Hathaway is worth nearly $1 trillion; its success is the culmination of a buy-and-hold strategy for numerous private businesses and stakes in public corporations. If Berkshire Hathaway's stakes in public companies happen to pay dividends , they go to Berkshire's balance sheet in the same way.

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Stakes Shareholders Banks Public Companies 246

The Motley Fool

NOVEMBER 10, 2024

The company, run by investor Warren Buffett, keeps trimming its equity portfolio and is now sitting on close to $325 billion in cash on its balance sheet. He sold yet again in the third quarter, reducing the stake for Berkshire Hathaway to an estimated 300 million shares worth around $69.9 Should you trim Apple along with Buffett?

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Stakes Taxes Shareholders Portfolios 245

Private Equity Insights

JANUARY 16, 2025

Ardians secondary platform focuses on acquiring stakes in existing private equity funds and portfolios, offering liquidity to institutional investors looking to rebalance their holdings. By targeting a variety of geographies and sectors, the firm aims to build a well-diversified portfolio that aligns with investor goals.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Pension Funds Stakes 147

The Motley Fool

JANUARY 3, 2025

million shares of Nvidia, nearly tripling his stake. million shares of Apple, reducing his stake by 90%. million shares of Nvidia, increasing his stake by 75%. It is now his third-largest position excluding options. He also sold 4.9 It had been his fourth-largest position excluding options.

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Hedge Funds Stakes Asset Management Prospects 246

The Motley Fool

NOVEMBER 16, 2024

In the second quarter of 2024, David Tepper increased his stake in Uber by 10% to 1.5 million shares, and Daniel Loeb lifted his stake by 320% to 2.1 But instead of completely exiting those higher-growth markets, it retained equity stakes in most of those companies. million shares.

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Enterprise Values Stakes Amortization Depreciation 245

The Motley Fool

MARCH 28, 2025

While it includes 24 holdings, just three stocks represent the lion's share of the portfolio. as of February compared to about 34% in February 2024 -- but Microsoft still represents the largest position in the trust portfolio. As the only tech stock in the portfolio, it offers significant artificial intelligence (AI) exposure.

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Portfolios Due Diligence Stakes Returns 246

The Motley Fool

OCTOBER 10, 2024

Stanley Druckenmiller slashed his fund's stake in Nvidia Druckenmiller tends to minimize risks when investing and attempts to align his portfolio with the health of the U.S. The 1,545.370 shares sold by Druckenmiller reduced his fund's stake in Wall Street's AI darling by roughly 88% to just 214,060 shares. and global economy.

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Stakes Exchange-Traded Funds Asset Management Funds 246

The Motley Fool

FEBRUARY 14, 2025

Form 4 filings show that Buffett and his crew added to Berkshire Hathaway's stake in Occidental Petroleum (NYSE: OXY) , as well, during the fourth quarter. million shares purchased increased Berkshire's stake to north of 264 million shares. The nearly 8.9 Consider when Nvidia made this list on April 15, 2005.

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Securities and Exchange Commission (SEC) Legal Hedge Funds Stakes 228

The Motley Fool

OCTOBER 17, 2024

Laffont completely exited Coatue's stake in Palantir Let me preface the following discussion by pointing out that Coatue Management is an actively managed fund. Further, Laffont reduced his fund's stake in 30 companies and completely sold out of 23 during the second quarter.

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Stakes Hedge Funds Asset Management Assets 246

AltAssets

APRIL 3, 2025

Coller Capital has acquired a $1.6bn senior direct lending portfolio from US insurer American National - the largest ever LP-led credit secondaries transaction focused on a senior direct lending portfolio.

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Stakes Portfolios Capital Buyout 58

The Motley Fool

OCTOBER 24, 2024

During the June-ended quarter, Griffin oversaw the disposition of a sizable percentage of his fund's stake in market-leading AI stock Nvidia (NASDAQ: NVDA) , but chose pile into another AI company that appears to have a virtually insurmountable moat. Griffin increased his fund's stake in this unique AI stock by more than 1,100%!

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Stakes Hedge Funds Exchange-Traded Funds Stock Exchanges 246

Private Equity Insights

MARCH 10, 2025

Vista Equity first acquired a majority stake in 2016 and later merged Granicus with GovDelivery, another Vista-backed firm. Harvest Partners joined as a significant shareholder in 2020 after acquiring a stake from Vista and K1 Investment Management. Can`t stop reading?

Private Equity Firms 165

Private Equity Firms Private Equity Firms Stakes Investment Banks 165

The Motley Fool

OCTOBER 22, 2024

During the second quarter, Yass's fund jettisoned 52,497,275 shares of Nvidia's stock, which reduced its stake by 73% from the March-ended quarter. During the June-ended quarter, Yass oversaw the purchase of 2,347,500 shares of Broadcom, which increased Susquehanna's stake by 73% to 5,582,590 shares.

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Stakes Hedge Funds Buyout Asset Management 246

The Motley Fool

JANUARY 23, 2025

However, four existing holdings in Berkshire's $297 billion portfolio of publicly traded securities are using AI to supercharge their legacy businesses. of Berkshire Hathaway's portfolio Berkshire bought shares in Domino's Pizza (NASDAQ: DPZ) during the third quarter of 2024 (ended Sept. Start Your Mornings Smarter! Amazon: 0.8%

Portfolios 246

Portfolios Conglomerates Investing Stakes 246

Private Equity Insights

JANUARY 9, 2025

BlackRock had previously acquired a controlling stake in the business from private equity firm Kohlberg & Company in February 2023. Furthermore, upon completion of the restructuring, senior financiers will hold 90% of the companys shares, with Goldman Sachs Asset Management retaining a 10% stake.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Asset Management 147

The Motley Fool

NOVEMBER 19, 2024

Englander's Millennium slashes its stake in one of Wall Street's most-prominent AI stocks With the exception of Nvidia , there's probably not a hotter AI stock on the planet right now than Palantir. Millennium Management's 13F shows that 9,309,333 shares of Nio were purchased, which increased the fund's stake by 196.3% in three months.

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Stakes Funds Assets Returns 246

The Motley Fool

OCTOBER 9, 2024

These filings reveal which stocks "smart money" portfolio managers bought and sold during the most recent quarter. According to Appaloosa's latest 13F, the firm dumped 84% of its stake in semiconductor stock Nvidia (NASDAQ: NVDA) in the second quarter.

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Stakes Hedge Funds Prospects Companies 246

The Motley Fool

NOVEMBER 16, 2024

Nvidia (NASDAQ: NVDA) first disclosed a stake in fellow semiconductor company Arm Holdings (NASDAQ: ARM) in the fourth quarter of 2023. The position was valued at $147 million at the time, but a recently filed Form 13F shows the position is now worth more than $280 million and accounts for about 65% of Nvidia's $433 million stock portfolio.

Portfolios 246

Portfolios Investing Stakes Accounting 246

Private Equity Insights

JANUARY 16, 2025

By integrating Epipoli into its portfolio, Investcorp reinforces its commitment to backing businesses that are reshaping consumer and business payment experiences across Europe. read more Bain Capital acquires stake in leading automotive company Bain Capital has acquired a minority stake in an Indian auto components manufacturer.

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Stakes Asset Management Leveraging Assets 147

The Motley Fool

OCTOBER 28, 2024

But the factor that doesn't get nearly enough credit for Berkshire Hathaway's continued long-term outperformance is Buffett's decision to concentrate his company's investment portfolio. Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 Apple: $92.2 billion (29.4% Apple: $92.2

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

OCTOBER 9, 2024

With that said, three existing stocks in Berkshire's $315 billion portfolio of publicly listed securities are deploying AI into their legacy businesses in unique ways. billion building its stake in Coca-Cola stock between 1987 and 1994, and it has never sold a single share. Image source: The Motley Fool. Amazon: 0.6% Coca-Cola: 8.9%

Conglomerates 246

Conglomerates Portfolios Investing Stakes 246

The Motley Fool

JANUARY 2, 2025

They are also the company's largest shareholders, which means they have a direct stake in its long-term success. However, as part of the spinoff, Uber retained a stake in Serve and it currently holds around 12% of its outstanding shares. Wake up with Breakfast news in your inbox every market day. of its outstanding shares.

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Stakes Shareholders Capital Investors 246

Private Equity Insights

MARCH 19, 2025

T&D Holdings will become the largest shareholder, while Allianz will acquire a 25% stake. The sale follows Viridiums abandoned attempt to acquire a $20bn life insurance portfolio from Zurich last year. Hannover Re will reduce its holding from 20% to 10%, while Generali Financial Holdings will remain invested.

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Mergers and Acquisitions Buyout Bidding Stakes 147

The Motley Fool

OCTOBER 21, 2024

Englander's Millennium dumped more than half its stake in Palantir over three months Palantir has been a continuous holding in Millennium Management's mammoth portfolio since it became a public company in September 2020. This lifted Millennium's stake in the beverage leader by 347% in a three-month period to 7,009,050 shares.

Stakes 246

Stakes Hedge Funds Public Companies Asset Management 246

The Motley Fool

FEBRUARY 20, 2025

The silver lining If there was a silver lining, it would be the fact that Berkshire did not sell any more of its stake in Apple (NASDAQ: AAPL) , the largest stock in the S&P 500 (consuming over 7% of the index), in the fourth quarter. Berkshire trimmed 67% of its stake in Apple in the first three quarters of 2024.

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Stock Market Stock Market Exchange-Traded Funds Stakes 200

Private Equity Insights

JANUARY 16, 2025

The fund will invest in a diversified portfolio of growth-focused businesses across sectors with high potential. By opening the door to private equity, Sagard seeks to empower Canadian investors to diversify their portfolios and participate in the growth of innovative businesses. Source: Canada Newswire Can’t stop reading?

High Net Worth Individuals 147

High Net Worth Individuals Accredited Investors Investors Funds 147

The Motley Fool

OCTOBER 16, 2024

Cohen has dumped almost the entirety of Point72's stake in Nvidia At the end of September 2023, Cohen's fund held 16,457,320 shares of Nvidia, which made it Point72's fifth-largest stock holding by market value (excluding options). The magnitude of this split, 50-for-1 , was one of the largest in the history of the New York Stock Exchange.

Stakes 246

Stakes New York Stock Exchange Hedge Funds Asset Management 246

The Motley Fool

SEPTEMBER 30, 2024

Laffont's fund has shed nearly three-quarters of its Nvidia stake in 15 months When March 2023 came to a close, Coatue Management held a split-adjusted 49,802,020 shares of Nvidia stock. I say "split-adjusted," because the king of artificial intelligence (AI) completed a historic 10-for-1 forward stock split in June 2024. The roughly 10.77

Stakes 246

Stakes Hedge Funds Assets Accounting 246

Private Equity Insights

JANUARY 16, 2025

The IPO includes partial stake sales by current shareholders, including CPPIB, Cinven, and EQT. HBXs flotation could boost confidence among private equity firms looking to exit portfolio investments through public markets. HBX Group, a private equity-owned hotel room wholesaler, plans to raise up to 725m through an IPO in Spain.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Stakes Debt 130

The Motley Fool

NOVEMBER 20, 2024

Bridgewater Associates nearly quadruples its stake in Wall Street's top AI-networking stock-split stock But while Dalio and his top investment advisors were paring down Bridgewater's position in Nvidia, they were actively piling into two other prominent AI stock-split stocks. Image source: Getty Images.

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Stakes Accounting Asset Management Assets 246