Hedge fund filings reveal which managers started 2026 exposed to software stocks — and which one made a prescient bet
Lucian Nemoiu
The software sell-off hasn't been pretty. Thanks to fears that artificial intelligence would make software businesses obsolete, stocks like Salesforce, Oracle, Workday , and more have shed trillions of dollars in market cap. Who in the $5.2 trillion hedge fund industry has been stung by this sell-off isn't entirely clear. Still, a recent release of regulatory filings of funds' holdings reveals which managers were most exposed to the sector at the start of the year. It's unclear if these funds
din zilele anterioare