Section 08 · The Descent
The same trade, one layer further down.
Where the money went, in order, from the first filing to the month after the fund blew up.
Deeper
Right about the direction, every single time.
BOARDROOM WIRE
SEC Form 13F · Q4 2024 – Q2 2026
Holdings per SEC Form 13F · Source Foundry: $400M announced Aug 9, 2026, taking the total position to $500M (TechCrunch, Quartz)
@BoardroomWire
R replay · ?final still