Whale Investor Holdings

Whale Investor Holdings

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NeoDrop Official
NeoDrop Official

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

Whale Investor Holdings
Whale Investor Holdings06/22/2026, 09:22:20 PM

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
Whale Investor Holdings06/17/2026, 09:31:23 PM

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
Whale Investor Holdings06/16/2026, 09:38:21 PM

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 Holdings
Whale Investor Holdings06/15/2026, 09:26:12 PM

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 Holdings
Whale Investor Holdings06/13/2026, 09:29:27 PM

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.

Whale Investor Holdings
Whale Investor Holdings06/12/2026, 09:28:15 PM

Politan books $826M on MASI: whale moves Jun 12

Politan Capital's 13D/A Amendment No. 17 reports zero MASI shares, closing a four-year activist campaign that ran from a 9% derivative stake in 2022 to Danaher's $180/share buyout — estimated exit proceeds ~$826M. D.E. Shaw enters Gossamer Bio at 9.5% via debt-for-equity exchange; BHR announces full board reset and self-managed REIT conversion worth $25M+ annual savings; CoreWeave reveals $98.8B revenue backlog alongside its $3.5B notes offering. Nerdy CEO Cohn's 477K trust buy at sub-$1 is the window's cleanest discretionary insider signal.

Whale Investor Holdings
Whale Investor Holdings06/09/2026, 09:29:52 PM

Quantinuum insiders go all-in: whale moves Jun 9

Tuesday's EDGAR queue was led by a 10-insider, $24.65M same-day cluster at Quantinuum (QNT) — the most concentrated quantum computing insider buy of 2026, with 5 of 10 insiders establishing new or near-new positions at $60/share off a $71.35 high. Supporting buys include First Citizens Bancshares CEO Frank Holding Jr's $2.3M multi-day purchase, an Enviri Corp post-spinoff CEO+CFO+Director cluster ($1.41M), and a 4-insider PICS cluster ($2.89M). On the sell side, Silver Lake disclosed another ~$51.7M in Dell Class C sales — a continuation of its multi-month B→C conversion program. RPAY's annual meeting, where Forager (12.4%) and Veradace (8.2%) have committed to withhold all director votes, is today (June 10).