Scout: Curated Investment Research (Page 3)

2 min read
Cliff Sosin'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).

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May 15, 2025 • 13F Research • Cliff Sosin • CAS Investment Partners
7 min read
Michael Burry's Trades and Holdingsin Q4 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
Feb 14, 2025 • 13F Research • Michael Burry • Scion Asset Management
3 min read
Neil Mehta's Trades and Holdings in Q4 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
Feb 14, 2025 • 13F Research • Neil Mehta • Greenoaks
3 min read
AltaRock Partners' Trades and Holdings in Q4 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
Feb 14, 2025 • 13F Research • AltaRock Partners • Mark Massey
2 min read
Christopher Hohn's Trades and Holdings in Q4 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
Feb 14, 2025 • 13F Research • Sir Christopher Hohn
2 min read
Li Lu's Trades and Holdings in Q4 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
Feb 14, 2025 • 13F Research • Li Lu • Himalaya Capital
8 min read
Dan Loeb's Trades and Holdings in Q4 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
Feb 14, 2025 • 13F Research • Daniel Loeb • Third Point
5 min read
Brad Gerstner's Trades and Holdings in Q4 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
Feb 14, 2025 • 13F Research • Brad Gerstner • Altimeter
14 min read
ICONIQ's Trades and Holdings in Q4 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
Feb 14, 2025 • 13F Research • ICONIQ
12 min read
Stanley Druckenmiller's Trades and Holdings in Q4 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
Feb 14, 2025 • 13F Research • Stanley Druckenmiller • Duquesne
3 min read
Stockbridge's Trades and Holdings in Q4 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
Feb 14, 2025 • 13F Research • Stockbridge
7 min read
Sequoia Capital's Trades and Holdings in Q4 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
Feb 14, 2025 • 13F Research • Sequoia Capital

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