KawzInvests(@KawzInvests):VARA AI Fund had 9 employees and about $26.4B under management at the end of June, 16 months after launching its hedge fund. Rumor going around today that it blew up. Their 3/31 13F book at today’s prices is $13.1B across 60 names. $NBIS $1.28B $BE $1.27B $LITE $1.03B $CRWV $889M $STX $728M $VRT $720M $WDC $624M $CLS $537M $COHR $492M $FIX $426M

KawzInvests

@KawzInvests

Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. NFA DYDD

Joined October 2021

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KawzInvests@KawzInvests

2026.10.15 17:54

VARA AI Fund had 9 employees and about $26.4B under management at the end of June, 16 months after launching its hedge fund. Rumor going around today that it blew up. Their 3/31 13F book at today’s prices is $13.1B across 60 names. $NBIS $1.28B $BE $1.27B $LITE $1.03B $CRWV $889M $STX $728M $VRT $720M $WDC $624M $CLS $537M $COHR $492M $FIX $426M