Scout: Curated Investment Research

Hamilton Helmer's Trades and Holdings in Q1 2025

May 20, 2025 2 min read

Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).
- X

13F Research • Hamilton Helmer • Strategy Capital

Hamilton Helmer's Trades and Holdings in Q1 2025

We break down the stocks Hamilton Helmer (Strategy Capital) bought, sold, and held in Q1 2025, including their holdings at the end of the quarter. All data sourced from Strategy Capital's 13F filed on May 15, 2025.

Sequoia Capital's Trades and Holdings in Q1 2025

May 15, 2025 3 min read

Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).
- X

13F Research • Sequoia Capital

Sequoia Capital's Trades and Holdings in Q1 2025

We break down the stocks Sequoia Capital bought, sold, and held in Q1 2025, including their holdings at the end of the quarter. All data sourced from Sequoia Capital's 13F filed on May 15, 2025.

Bill Gates' Trades and Holdings in Q1 2025

May 15, 2025 3 min read

Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).
- X

13F Research • Bill Gates • Cascade Investment

Bill Gates' Trades and Holdings in Q1 2025

We break down the stocks Bill Gates (Cascade Investment) bought, sold, and held in Q1 2025, including their holdings at the end of the quarter. All data sourced from Cascade Investment's 13F filed on May 15, 2025.

May 15, 2025 16 min read

Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).
- X

13F Research • ICONIQ

ICONIQ's Trades and Holdings in Q1 2025

We break down the stocks ICONIQ bought, sold, and held in Q1 2025, including their holdings at the end of the quarter. All data sourced from ICONIQ's 13F filed on May 15, 2025.

Horizon Kinetics' Trades and Holdings in Q1 2025

May 15, 2025 8 min read

Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).
- X

13F Research • Horizon Kinetics

Horizon Kinetics' Trades and Holdings in Q1 2025

We break down the stocks Horizon Kinetics bought, sold, and held in Q1 2025, including their holdings at the end of the quarter. All data sourced from Horizon Kinetics' 13F filed on May 14, 2025.

David Tepper's Trades and Holdings in Q1 2025

May 15, 2025 7 min read

Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).
- X

13F Research • David Tepper

David Tepper's Trades and Holdings in Q1 2025

We break down the stocks David Tepper (Appaloosa) bought, sold, and held in Q1 2025, including their holdings at the end of the quarter. All data sourced from Appaloosa Management's 13F filed on May 14, 2025.

Chuck Akre's Trades and Holdings in Q1 2025

May 15, 2025 3 min read

Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).
- X

13F Research • Chuck Akre • Akre Capital Management

Chuck Akre's Trades and Holdings in Q1 2025

We break down the stocks Chuck Akre (Akre Capital Management) bought, sold, and held in Q1 2025, including their holdings at the end of the quarter. All data sourced from Akre Capital Management's 13F filed on May 15, 2025.

Brad Gerstner's Trades and Holdings in Q1 2025

May 15, 2025 6 min read

Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).
- X

13F Research • Brad Gerstner • Altimeter

Brad Gerstner's Trades and Holdings in Q1 2025

We break down the stocks Brad Gerstner (Altimeter) bought, sold, and held in Q1 2025, including their holdings at the end of the quarter. All data sourced from Altimeter's 13F filed on May 15, 2025.