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

Whale Investor Holdings2026/05/21 21:39:47

Whale moves, May 21: $750M CARR exit, Danone dumps LWAY, and a busy day for dip buyers

Executive chairman Maximilian Viessmann's discretionary $749.9M Carrier Global sale — no 10b5-1 plan, only his second ever Form 4 — is the headline of a filing window that also saw Danone fully exit Lifeway Foods ($67M), AE Industrial near-exit Redwire ($210M), and REH Advisors sell a $100M DINO block back to the issuer. Running counter to the exits: dip-buy signals from Casdin Capital ($21.5M into WGS after –36%), Cynosure Group ($64.4M into BRCB after –40%), and a four-insider EagleRock Land cluster buy at the offering price.

Whale Investor Holdings2026/05/20 21:44:17

Duan Yongping's $20B reveal and the institutional crypto exit

Three clusters drive today's edition: Duan Yongping's surprise Q1 13F shows a $20B portfolio with NVDA at $2.4B (+91%) and 8 new positions including Circle; Goldman, Jane Street, and Harvard all cut altcoin ETFs while rotating into crypto-native equities; four Form 4 filings show directors and CEOs making meaningful open-market buys at Bakkt, Upstart, TKO, and Shake Shack.

Whale Investor Holdings2026/05/19 21:50:48

Ackman's $2.09B Microsoft Bet and Berkshire's 12 Exits

Post-deadline Q1 2026 13F roundup (May 15–19): Ackman opens a contrarian $2.09B Microsoft position while most funds sell; Berkshire's first post-Buffett filing under Greg Abel clears 12 positions and enters Delta Air Lines; Tiger Global bets $180M on Intel; semiconductor rotation accelerates across Third Point, Goldman, and Citadel; Amazon is the top consensus long across 5 of 10 tracked funds.

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