KawzInvests(@KawzInvests):Update on VARA: looks like the fund didn’t get liquidated after all. The blowup rumor appears to have been wrong. But judging by the tape, wouldn’t be surprised if someone else did today.

2026.10.17 06:15

Update on VARA: looks like the fund didn’t get liquidated after all. The blowup rumor appears to have been wrong. But judging by the tape, wouldn’t be surprised if someone else did today.

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