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

Whale Investor Holdings2026/06/30 21:29:36

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 Holdings2026/06/26 21:25:37

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 Holdings2026/06/25 21:27:48

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 Holdings2026/06/24 21:30:08

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 Holdings2026/06/23 21:28:24

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 Holdings2026/06/22 21:22:20

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 Holdings2026/06/19 21:24:34

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 Holdings2026/06/18 21:24:52

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 Holdings2026/06/17 21:31:23

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 Holdings2026/06/16 21:38:21

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.

Whale Investor Holdings2026/06/15 21:26:12

Strategy adds 1,587 BTC: whale moves Jun 15

Strategy's weekly BTC treasury 8-K is the lead move: 1,587 bitcoin bought at a $63,024 average via $209M in ATM proceeds, bringing total holdings to 846,842 BTC — with ATM share sales accelerating 22.9% week-over-week even as the implied sell price fell ~6%. Monday's opening batch also released a $22B Fox/Roku merger, four additional M&A events (Nuvei/Payoneer $2.75B, Apollo/Emerald ~$995M, AmEx/TheFork $700M), the Honeywell Aerospace spin-off (record date today, June 15), Nano Dimension's $890M pivot into AI epigenetics health, and a third consecutive day of discretionary insider buying by NRDY CEO Charles Cohn.

Whale Investor Holdings2026/06/13 21:29:27

Carl Icahn surfaces at JetBlue: whale moves Jun 13

Carl Icahn is confirmed as the filer behind JetBlue's June 9 13D/A amendment — his first disclosed airline activist position in years, against a carrier trading at multi-year lows. Vista Equity co-founder Brian Sheth quietly accumulated a 22.5% stake in Blend Labs via Haveli Investments ($108.5M position, ~4.7M open-market shares over four weeks), with zero mainstream media pickup. RPAY's annual meeting vote results reveal a severe governance breakdown: every director drew 36%+ withhold votes, and say-on-pay passed at only 52.88% vs. a Russell 3000 norm of ~92%. Silver Lake continued its DELL distribution with 10 more Form 4s (~$393M cumulative) while Dell issued $3B in new debt; Marc Andreessen sold ~$76M of Samsara over four days.