13f filing

  1. BellaJones

    Millennium Management vs. Solid Power: Why Izzy Englander Just Doubled Down on SLDP

    Is the EV battery revolution finally getting its second wind, or is this just another hedge fund hedge? If you’ve been following the carnage in the de-SPAC and solid-state battery sector, you know it’s been a rough ride. But while the "retail" crowd is panic-selling, the heavy hitters are...
  2. BellaJones

    Ackman’s 2026 Strategy: Uber-Concentrated or Just Over-Exposed?

    The Bill Ackman portfolio 13F filing is out, and it’s a masterclass in "high-conviction" (or high-risk, depending on who you ask). While everyone is chasing AI startups, Ackman has slimmed Pershing Square down to just a handful of massive bets. The Big Moves Uber is the New Anchor: Taking up...
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