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In honor of @BluegrassCap & OG Fintwit
13F Position Tracker across 22 Funds
Criteria:
> 3% position
No China (personal bias)
"Higher concentrated" growth focused funds
Quick notes below https://t.co/yZgJoUbf9Q

Private Equity Titan: Thoma Bravo
Thoma Bravo is one of the world’s leading private equity firms, with $138 billion under Management.
The Secret Sauce of Thoma Bravo: https://t.co/n3ZXtmN0CA

This is my buddy. He’s a billionaire that drives a Honda and sits in coach seats when he travels. This is one of his stock portfolios. At its height it was $63,000,000 a month ago. He does not buy / sell … just HODL. He is the cheapest human I know. https://t.co/6YQe67SyGt

Ackman continues to buy up to 41,200 shares a day of $HHH when stock is below $75. Been trading below $70. Company announced it would spin off its Seaport and other related assets this week. https://t.co/P69G25iLiw