SVFAU News and Press, SVF Investment Corp. Unit

Seth Klarman’s 13F portfolio value decreased from $9.30B to $6.77B this quarter. Baupost Group added Warner Bros. Discovery and Amazon while reducing Alphabet, Intel Corp., Nexstar Media, and Verint Systems. The portfolio continues to be heavily concentrated with the top th...

Seth Klarman’s 13F portfolio value decreased from $10.13B to $9.30B this quarter. Baupost Group increased Fiserv, Dropbox, Encompass Health, Nuvation Bio, and ironSource while reducing Joby Aviation and dropping Pershing Square Tontine and NortonLifeLock. The portfolio cont...

Pre-merger SPACs offer features that present an arbitrage opportunity for SPAC common shareholders. SPAC shareholders have a full redemption right to their share of the collateral trust account that is typically invested in short-term US government securities. There is virtually n...

Seth Klarman’s 13F portfolio value decreased from $10.88B to $10.13B this quarter. Baupost Group added Fiserv while dropping eBay and International Flavors & Fragrances. The portfolio continues to be heavily concentrated with the top three positions accounting for ~35% ...

Three ways to invest in SPACs: IPOs, PIPEs, and founders' shares. Bank shot equities that get founders share exposure. How you can win even if the deSPACed equities lose. For further details see: Sneaky SPAC Setups

Seth Klarman’s 13F portfolio value decreased from $12.33B to $10.88B this quarter. Baupost Group increased Liberty SiriusXM, Theravance Biopharma, and Joby Aviation while decreasing eBay, Willis Towers Watson, International Flavors & Fragrances, and PG&E. The portfo...

David Tepper’s 13F portfolio value decreased from $6.96B to $4.83B this quarter. Appaloosa added Uber Technologies & PulteGroup while dropping Adobe, Walt Disney, and Salesforce.com. Most of the top positions were reduced as well. Micron Technology, Amazon, Facebook, Al...

Seth Klarman’s 13F portfolio value decreased from $12.56B to $12.33B this quarter. Baupost Group increased Micron Technology and Facebook while dropping Fox Corp. The portfolio continues to be heavily concentrated with the top three positions accounting for ~32% of the 13F ...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy outperformed in a second-quarter rotation in...

Chase Coleman’s 13F portfolio value increased from $39B to $43.47B this quarter. Tiger Global increased DocuSign, DoorDash, Shopify, and Zoom Video while decreasing Uber Technologies and Facebook during the quarter. The largest three positions are JD.com, Microsoft, and Rob...