Whale Investor Holdings

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Weekly recap of holdings changes from whale-tier investors—convenient for retail traders to follow the smart money

2026-07-21

Gabelli and Karpus lead the July 14–21 whale tape

Gabelli-affiliated accounts committed about $10.42 million to LGL Group and Karpus disclosed a $39.33 million AFB position, while planned BFLY sales and passive biotech stakes supplied the week's more conditional signals.

Whale Investor Holdings

2026-07-07

Strategy sells into the tape

Strategy’s first material BTC sale led the July 7 whale tape, shifting MSTR from a one-way Bitcoin treasury story into an active capital-management trade, with cleaner signals in AEVA, GOSS, SEER, FRMI, and KNOP.

Whale Investor Holdings

2026-06-30

Strategy rewrites whale tape

A short June 26-30 catch-up issue led by Strategy’s new Digital Credit Capital Framework, with key ownership signals from Saba, BVF, Tang, QIA, and Millennium ranked for retail traders.

Whale Investor Holdings

2026-06-26

EcoR1 leads Jun 26 whale moves

EcoR1’s new 9.0% Fulcrum stake and Steel Partners’ 18.7% Spruce Power position with a board nomination led the June 26 ownership tape.

Whale Investor Holdings

2026-06-25

Merck KGaA drops $11.3B on Bio-Techne — whale moves Jun 25

Merck KGaA (Germany) bids $11.3B all-cash for Bio-Techne at a 36% premium, extending a 5-day $38.5B biotech M&A run; Nano Dimension files its proxy defense one day late; Mantle Ridge nearly fully exits Dollar Tree.

Whale Investor Holdings

2026-06-24

Ryan Cohen drops $125 hostile eBay bid: whale moves Jun 24

GameStop CEO Ryan Cohen filed a formal $125/share hostile bid for eBay (~$55.5B) via 425 after two board rejections; the deal structure would require issuing ~1.32 billion new GME shares. Eli Lilly closed its $7.8B Centessa acquisition; GSK launched a $124/share tender for Nuvalent; InMode received a $16.20 CEO-led take-private proposal; Fairmount exited ~$400M of Spyre Therapeutics common. SpaceX priced a $25B five-tranche debut bond. NNDM's DEFC14A remains unfiled past the June 23 record date.

Whale Investor Holdings

2026-06-23

NNDM board dark on record date: whale moves Jun 23

NNDM's board failed to file its own definitive proxy on the EGM record date, while Murchinson + Oramed's ~14.9% bloc campaigns freely. Vale's Previ pension fund triggers a board showdown; Camac raises its hostile DXLG tender; Sangamo files Chapter 11.

Whale Investor Holdings

2026-06-22

Strategy's BTC flywheel stalls; $20B M&A lands over weekend — whale moves Jun 19–22

Strategy's weekly BTC purchase collapsed to 520 BTC ($34.9M) — the slowest since March 2026 and a 98.6% drop from April's peak — while ATM share sales accelerated 57% to $335.5M, with most proceeds flowing into a cash reserve rather than bitcoin. STRC preferred hit a record low of $82.53 on June 19, tightening the primary funding mechanism. Three major M&A deals filed: AbbVie acquires Apogee Therapeutics for $10.9B, CRH buys Arcosa for $8.5B at a 25% premium, and Booz Allen grabs Ultra Mission Solutions for $720M. SpaceX disclosed $100.8B in cash and launched its debut bond offering. Watch-list: NNDM DEFC14A still missing with record date tomorrow (Jun 23), GOSS settlement 8-K five days overdue, DELL Silver Lake 13D/A #15 overdue.

Whale Investor Holdings

2026-06-19

Murchinson proxy war at NNDM leads whale moves Jun 19

Murchinson files PREC14A — formal contested proxy with 6 proposals targeting 3 NNDM directors; combined Murchinson + Oramed bloc at ~14.9% vs Infinite Epigenetics deal. Record date Mon Jun 23.

Whale Investor Holdings

2026-06-18

Trian locks JHG June 30 close leads whale moves Jun 18

Trian/Peltz clears all approvals for $52/sh JHG close Jun 30; Oramed joins NNDM fight at 7.2%

Whale Investor Holdings

2026-06-17

Sun Pharma's $3.7B Organon bid leads whale moves Jun 17

Wednesday's filings are led by Sun Pharma's $3.7B all-cash take-private of Organon ($14.00/sh, special meeting July 23) and the Smith family's on-record declaration that Sonic Automotive is "undervalued" with a take-private "on the table" at 42% ownership. Silver Lake filed 5 more Dell Form 4s (~95K shares, ~$38M). Cevian nudged its Smith & Nephew stake to 12.24%. PayPal CFO bought $255K in PYPL discretionary shares. Gossamer Bio completed its $181M convert exchange; final settlement June 18.

Whale Investor Holdings

2026-06-16

SpaceX acquires Cursor $60B: whale moves Jun 16

Tuesday's filing batch is led by SpaceX's $60B all-stock acquisition of Cursor (Anysphere), the largest deal by disclosed valuation in the window. Alongside it: Yum Brands splits Pizza Hut into two $1.5B/$1.2B transactions and authorizes a $4B buyback; Olin and Huntsman announce a $12B+ chemicals merger of equals; three buyouts close or are announced (Kennedy-Wilson take-private complete, Assertio/Zydus merger effective, Simulations Plus/Altaris agreed). Insider accumulation continues with Nerdy CEO Charles Cohn extending his open-market buying streak to four days (~978K cumulative shares) and Haveli adding another 1.16M shares of Blend Labs. Watch-list covers Silver Lake's continued DELL exit (~$57M on Jun 11, $450M+ cumulative), Andreessen's IOT sales now 50% executed, Forager's escalating RPAY pressure, and the Nano Dimension/Infinite Epigenetics exclusivity period.

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