Scout: Curated Investment Research (Page 2)

7 min read
Polen 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 • Polen Capital
16 min read
ICONIQ'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 • ICONIQ
3 min read
William Alexander von Mueffling'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 • William Alexander von Mueffling • Cantillon
8 min read
Horizon Kinetics' 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 • Horizon Kinetics
11 min read
Stanley Druckenmiller'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 • Stanley Druckenmiller • Duquesne
7 min read
David Tepper'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 • David Tepper • Appaloosa
2 min read
Neil Mehta'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 • Neil Mehta • Greenoaks
10 min read
Dan Loeb'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 • Daniel Loeb • Third Point
3 min read
Chuck Akre'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 • Chuck Akre • Akre Capital Management
6 min read
Brad Gerstner'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 • Brad Gerstner • Altimeter
4 min read
Egerton 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 • Egerton Capital • John Armitage
6 min read
Bill Miller'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 Miller • Miller Value Partners

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