Hedge Fund News
HFA Staff
Hedge Fund News
Hedge Fund News
Leopold Aschenbrenner’s Q1 2026 13F: $8.5B Bet Against AI Chips
Hedge Fund News
Q1 2026 13F Roundup: Berkshire’s Buffett-Free Debut, Alphabet Convergence, and the Mag7 Reshuffle
Sohn New York
Sohn New York 2026: AI Panel Features 221B Capital, TMV, MayTech
Sohn New York
Baker and Khaira Map the Infrastructure Bottleneck at Sohn New York 2026
Sohn New York
Goodwin Warns of Software-Loan Reckoning in Private Credit at Sohn 2026
Sohn New York
Bravo Doubles Down on Domain Leaders as Software Pivots to Agentic Era
Sohn New York
Ross and Yetimoglu Make the Case for AI Infrastructure Suppliers at Sohn 2026
Sohn New York
Lasry and Ohanian Map Sports Investing at Sohn New York 2026
Sohn New York
Camden Property Trust (CPT) Pitched Long by Leslie Sturgeon at Sohn New York 2026
Sohn New York
Three Managers Target Accounting Gaps, AI Roll-Ups, and GLP-1 Disruption at Sohn 2026
Exclusive Insights
Kernow Up 9.2% In April As It Triples Berkeley Group After 20% Fall
Value Briefs
Berkshire Crosses 10% in All Five Japanese Trading Houses Under Greg Abel
Sohn Monaco
2026 Sohn Monaco Conference – Sandstone, Janus Henderson, Banor And More
Hedge Fund News
April 2026 Hedge Fund Recap: Best Month on Goldman’s Record With Asian L/S Funds Up 20% YTD
Exclusive Insights
WHG Global LB Fund Posts 11.0% Return in April 2026, Driven by AI Infrastructure Spending
Exclusive Insights
RPD Fortress Fund April 2026 Commentary
Exclusive Insights
Alluvial Up 41% In 2025, 3% YTD [2025 Investor Letter]
Commentaries
Arquitos Capital Q1 2026 Commentary
Hedge Fund News

