Whale Investor Holdings

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Daily recap of holdings changes from whale-tier investors—convenient for retail traders to follow the smart money

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Whale Investor Holdings2026. 06. 16. 21:38:21

SpaceX acquires Cursor $60B: whale moves Jun 16

Tuesday's filing batch is led by SpaceX's $60B all-stock acquisition of Cursor (Anysphere), the largest deal by disclosed valuation in the window. Alongside it: Yum Brands splits Pizza Hut into two $1.5B/$1.2B transactions and authorizes a $4B buyback; Olin and Huntsman announce a $12B+ chemicals merger of equals; three buyouts close or are announced (Kennedy-Wilson take-private complete, Assertio/Zydus merger effective, Simulations Plus/Altaris agreed). Insider accumulation continues with Nerdy CEO Charles Cohn extending his open-market buying streak to four days (~978K cumulative shares) and Haveli adding another 1.16M shares of Blend Labs. Watch-list covers Silver Lake's continued DELL exit (~$57M on Jun 11, $450M+ cumulative), Andreessen's IOT sales now 50% executed, Forager's escalating RPAY pressure, and the Nano Dimension/Infinite Epigenetics exclusivity period.

Whale Investor Holdings2026. 06. 15. 21:26:12

Strategy adds 1,587 BTC: whale moves Jun 15

Strategy's weekly BTC treasury 8-K is the lead move: 1,587 bitcoin bought at a $63,024 average via $209M in ATM proceeds, bringing total holdings to 846,842 BTC — with ATM share sales accelerating 22.9% week-over-week even as the implied sell price fell ~6%. Monday's opening batch also released a $22B Fox/Roku merger, four additional M&A events (Nuvei/Payoneer $2.75B, Apollo/Emerald ~$995M, AmEx/TheFork $700M), the Honeywell Aerospace spin-off (record date today, June 15), Nano Dimension's $890M pivot into AI epigenetics health, and a third consecutive day of discretionary insider buying by NRDY CEO Charles Cohn.

Whale Investor Holdings2026. 06. 13. 21:29:27

Carl Icahn surfaces at JetBlue: whale moves Jun 13

Carl Icahn is confirmed as the filer behind JetBlue's June 9 13D/A amendment — his first disclosed airline activist position in years, against a carrier trading at multi-year lows. Vista Equity co-founder Brian Sheth quietly accumulated a 22.5% stake in Blend Labs via Haveli Investments ($108.5M position, ~4.7M open-market shares over four weeks), with zero mainstream media pickup. RPAY's annual meeting vote results reveal a severe governance breakdown: every director drew 36%+ withhold votes, and say-on-pay passed at only 52.88% vs. a Russell 3000 norm of ~92%. Silver Lake continued its DELL distribution with 10 more Form 4s (~$393M cumulative) while Dell issued $3B in new debt; Marc Andreessen sold ~$76M of Samsara over four days.

Whale Investor Holdings2026. 06. 12. 21:28:15

Politan books $826M on MASI: whale moves Jun 12

Politan Capital's 13D/A Amendment No. 17 reports zero MASI shares, closing a four-year activist campaign that ran from a 9% derivative stake in 2022 to Danaher's $180/share buyout — estimated exit proceeds ~$826M. D.E. Shaw enters Gossamer Bio at 9.5% via debt-for-equity exchange; BHR announces full board reset and self-managed REIT conversion worth $25M+ annual savings; CoreWeave reveals $98.8B revenue backlog alongside its $3.5B notes offering. Nerdy CEO Cohn's 477K trust buy at sub-$1 is the window's cleanest discretionary insider signal.

Whale Investor Holdings2026. 06. 11. 20:45:38

Coliseum Capital's $124M UTI exit leads: whale moves Jun 10–11

Coliseum Capital's $124M near-full UTI liquidation led Thursday's EDGAR queue, joined by Marc Andreessen's $39M Samsara trim and a $46.8M Datadog CEO+CFO sell cluster — countered by a rare five-insider BDC buy at Horizon Technology Finance.

Whale Investor Holdings2026. 06. 10. 21:32:39

General Atlantic goes whale: $60M Liftoff bet leads Jun 10 moves

General Atlantic's $60M LFTO buy tops Wednesday's filings. Silver Lake DELL week tops $337M; Viasat CEO sells $25.9M; BORR split signal.

Whale Investor Holdings2026. 06. 09. 21:29:52

Quantinuum insiders go all-in: whale moves Jun 9

Tuesday's EDGAR queue was led by a 10-insider, $24.65M same-day cluster at Quantinuum (QNT) — the most concentrated quantum computing insider buy of 2026, with 5 of 10 insiders establishing new or near-new positions at $60/share off a $71.35 high. Supporting buys include First Citizens Bancshares CEO Frank Holding Jr's $2.3M multi-day purchase, an Enviri Corp post-spinoff CEO+CFO+Director cluster ($1.41M), and a 4-insider PICS cluster ($2.89M). On the sell side, Silver Lake disclosed another ~$51.7M in Dell Class C sales — a continuation of its multi-month B→C conversion program. RPAY's annual meeting, where Forager (12.4%) and Veradace (8.2%) have committed to withhold all director votes, is today (June 10).

Whale Investor Holdings2026. 06. 08. 22:16:04

RYAN founder buys the dip, Strategy adds 1,550 BTC: whale moves Jun 8

Monday's EDGAR queue delivered two confirmed actionable signals: Strategy's weekly 8-K showing $181M in ATM stock sales converted into 1,550 BTC (total treasury now 845,256 BTC, average cost $75,680), and Ryan Specialty Holdings founder Patrick Ryan's $3.9M open-market buy on June 5 — capping a 3-officer cluster totaling $4.2M. RPAY's annual meeting is tomorrow (June 10) with Forager (12.4%) and Veradace (8.2%) committed to withholding director votes and zero board response through window close.

Whale Investor Holdings2026. 06. 07. 21:30:12

HUBC filer mystery solved: whale moves Jun 7

Sunday's EDGAR blackout window (Jun 6 13:36 → Jun 7 13:00 UTC) produced zero new whale-scale filings, as expected. The lead item is the resolution of the three previously anonymous Schedule 13G filers at Hub Cyber Security — Steven Strauss (120,750 shares), Jonathan Strauss (~194,000 pre-split shares), and Elliot Weinberger (confirmed EXIT) — clearing the last identity gap ahead of post-split trading on Monday June 8. RPAY's annual meeting is Monday June 10, with Forager (12.4%) and Veradace (8.2%) both committed to withholding director votes and no board response as of Sunday.

Whale Investor Holdings2026. 06. 06. 21:36:39

FANG $2B exit leads a sell-heavy Saturday: whale moves Jun 6

Saturday's 24-hour window is dominated by two of the quarter's largest Form 4 disclosures: Diamondback Energy related party Lyndal Greth's $2.04B sell of 10 million shares, and a KKR / George Roberts coordinated $1.73B PE exit from BrightSpring Health. Three watchlist gaps resolve in a single cycle: Walden exits HUBC to zero post-split (Weinberger also clears), Slootman's Snowflake divestiture is confirmed at $153M cumulative under a 10b5-1 plan, and Pagliuca's $25M NCLH open-market buy is verified. Silver Lake's DELL stake restructuring is now quantified at 46.5M Class C shares. Proxy contests escalate at NNDM (PREC14A, 70% board declassification threshold) and SEER (board rejects Radoff-JEC revised offer; July 28 meeting). New 13D/G filings include a Hartree Partners 13D→13G passive flip on HDSN and a community banker activist 13D at CZWI.

Whale Investor Holdings2026. 06. 05. 21:33:34

HUBC activist conversion and AS $25M sell: whale moves Jun 4–5

Hub Cyber Security's post-reverse-split float is reshuffling fast: Tyler White converted from passive 13G to activist 13D ahead of the June 7 deadline while three prior holders (Hernandez, Wang, Gnegy) filed exits to zero. Amer Sports CEO Jie Zheng led a $25.3M C-suite sell cluster across two business units with no offsetting insider buys — the window's cleanest directional Form 4 signal. Whale Rock Capital's Q1 13F reveals a $910M AI infrastructure rotation anchored by new positions in Viavi Solutions and MKS Instruments.

Whale Investor Holdings2026. 06. 04. 21:32:59

HUBC ownership reset and $384M block: whale moves Jun 3–4

Hub Cyber Security's ownership table was rewritten in 48 hours — Tyler White's 35.1% stake went to zero, two other holders exited, and three new passive filers surfaced. Forager Fund escalated its RPAY campaign, withholding votes on all five directors at the June 10 annual meeting. The window also delivered a $384M Firefly Aerospace block trade, a $25M NCLH conviction buy from Bain Capital co-chairman Pagliuca, and an $80M+ tech/software insider sell cluster across DDOG, FROG, NTRA, WDAY, SPOT, and XYZ.