13F Monitor

Figures are drawn from each manager's most recent available 13F-HR filing — except hybrid tracker rows such as Cassandra Unchained / Substack topics and ARK Venture Fund references — and the relevant report or update date is shown on each card. Values for 13F rows are in US dollars; option positions are listed at the notional value of the underlying security, as required on Form 13F. Hybrid tracker values are shown only when a disclosed or reasonably attributable figure exists; otherwise the table shows "—" rather than using a company's market capitalization. "Since Filing" is a rough directional estimate or a clearly noted option mark-to-market estimate where a reliable basis is available; it is not complete portfolio P&L. For informational purposes only — not investment advice; holdings may have changed since the filing date or Substack post.