Blog All Posts 13F Research Stanley Druckenmiller John Armitage Duquesne Neil Mehta Greenoaks Daniel Loeb Third Point Sequoia Capital Polen Capital William Alexander von Mueffling Egerton Capital Bill Miller Miller Value Partners AltaRock Partners Brad Gerstner Altimeter Mark Massey Scott Bradford Appaloosa Hamilton Helmer ICONIQ Horizon Kinetics David Tepper Sir Christopher Hohn Chuck Akre Akre Capital Management Bill Ackman Pershing Square Li Lu Himalaya Capital Michael Burry Scion Asset Management Stockbridge Swiss National Bank (SNB) Strategy Capital Cantillon Cliff Sosin CAS Investment Partners Bill Gates Cascade Investment Murray Stahl Michael Larsen Mental Models Deep Dives Posts 41 min read 35 Mental Models That Help Me Spot Great Businesses Daniel Scrivner 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 Jun 1, 2025 • Mental Models • Deep Dives 6 min read Brad Gerstner and Altimeter's Trades in Q2 2024 Daniel Scrivner 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 Jun 1, 2025 • 13F Research • Brad Gerstner • Altimeter 4 min read Michael Burry's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 20, 2025 • 13F Research • Michael Burry • Scion Asset Management 2 min read Hamilton Helmer's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 20, 2025 • 13F Research • Hamilton Helmer • Strategy Capital 4 min read Stockbridge's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • Stockbridge 2 min read Li Lu's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • Li Lu • Himalaya Capital 2 min read AltaRock Partners' Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • AltaRock Partners • Mark Massey 3 min read Sequoia Capital's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • Sequoia Capital 2 min read Sir Christopher Hohn's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • Sir Christopher Hohn 3 min read Bill Ackman's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • Bill Ackman • Pershing Square 3 min read Bill Gates' Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • Bill Gates • Cascade Investment 16 min read Swiss National Bank's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • Swiss National Bank (SNB) Load More You've reached the end of the list
41 min read 35 Mental Models That Help Me Spot Great Businesses Daniel Scrivner 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 Jun 1, 2025 • Mental Models • Deep Dives
6 min read Brad Gerstner and Altimeter's Trades in Q2 2024 Daniel Scrivner 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 Jun 1, 2025 • 13F Research • Brad Gerstner • Altimeter
4 min read Michael Burry's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 20, 2025 • 13F Research • Michael Burry • Scion Asset Management
2 min read Hamilton Helmer's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 20, 2025 • 13F Research • Hamilton Helmer • Strategy Capital
4 min read Stockbridge's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • Stockbridge
2 min read Li Lu's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • Li Lu • Himalaya Capital
2 min read AltaRock Partners' Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • AltaRock Partners • Mark Massey
3 min read Sequoia Capital's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • Sequoia Capital
2 min read Sir Christopher Hohn's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • Sir Christopher Hohn
3 min read Bill Ackman's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • Bill Ackman • Pershing Square
3 min read Bill Gates' Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • Bill Gates • Cascade Investment
16 min read Swiss National Bank's Trades and Holdings in Q1 2025 Daniel Scrivner 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 May 15, 2025 • 13F Research • Swiss National Bank (SNB)
