28 min listen
Fund Managers’ Tech Trades Revealed in Q2 13-Fs 8/15/23
FromTechCheck
ratings:
Length:
6 minutes
Released:
Aug 15, 2023
Format:
Podcast episode
Description
Fund managers who leaned into the tech rally and AI hype cycle saw big payoffs, according to this quarter's 13-Fs. Tech-focused funds saw 15% gains year-to-date, about three times that of the average hedge fund. The group also added to top AI plays, including 16 million shares of Nvidia and 12 million shares of Microsoft. We also take a look at which fund managers went against the grain with some under-the-radar trades.
Released:
Aug 15, 2023
Format:
Podcast episode
Titles in the series (100)
TechCheck+ Sequoia Capital’s Shaun Maguire on Crypto-Focused Fund 3/22/22: TechCheck’s Deirdre Bosa spoke with Sequoia Capital partner Shaun Maguire. On the heels of the firm’s crypto-focused fund, they discussed the fund’s strategy, which will invest primarily in liquid tokens, the infrastructure needed for the multi-chain future and Sequoia’s broader crypto portfolio. by TechCheck