Q3 13F Highlights

This week, we highlight interesting changes from Q3 13F filings. For OWL users, we provided a more comprehensive list of buys and sells in last Friday’s newsletter. If you’re interested in learning more about how OWL can help track manager behavior, reach out! 

Union Pacific

• Baupost, Slate Path, XN, RDST, Maverick initiated positions

Flutter Entertainment

• Alamut initiated position

• Caledonia, HMI, Lone Pine, Egerton trimmed

• Parvus reduced meaningfully

Sandisk

• Anatole, Trivest, Situational Awareness initiated positions

• Maple Rock added

• Madison Avenue Partners, Slate Path, 683 Capital trimmed

Duolingo

• Holocene initiated position

• Dragoneer increased meaningfully

• Whale Rock, Foxhaven added

• Durable, Steadview trimmed

 Figma

• Greylock, Index Ventures, a16z, Thrive Capital, Sequoia, Founders Fund, Greenoaks, XN, and Durable disclosed 09/30 positions after the company’s July IPO

Other News/Events

• The ‘Golden Handcuffs’ Are Off: Private-Equity Employees Leave for Smaller Firms

• Why New Hedge Fund Riptide Advisors Wants to Train the Next Generation

• Discipline beats disruption: What hedge fund allocators seek in 2025

• Michael Burry Says He’s ‘Active in Markets’ After Scion Is Deregistered

• Schonfeld-Backed Quant Raises $1.7 Billion for New Hedge Fund

• Stan Druckenmiller Overhauls His Family Office’s U.S. Stock Portfolio

• Marshall Wace to return $3.1bn to investors

• What's next for Millennium after its $14 billion valuation, from where it's expanding to how big it could get

• Yale Hiring Investment Analyst

About Old Well Labs

OWL is an intelligence platform built for allocators, by allocators. Leading endowments, foundations, and family offices use the system to find, monitor, and connect with thousands of fund managers globally. OWL's analytics engine has collected over one billion data points from 65 countries. We make it easy for allocators to find and track information about the managers they care about – not just positions but also performance analytics, people data, business information, and details about the manager investments of other allocators.

Disclaimers

This newsletter and the material on the Old Well Labs platform are for informational purposes only and should not be considered investment advice or a recommendation of any particular security, manager, or strategy. Old Well Labs shall not be liable for any investment gain or loss that may occur from the use of this material. No part of this material may be reproduced in any form or used in any publication without express written permission from Old Well Labs.