Analyzing Leopold's Portfolio: Anthropic Stake Up 154%-350% YTD
JOBhakdi · x · 2026-08-01
Discussing the debate around Leopold's portfolio being up 60% this year, analysis points out that this is largely driven by his Anthropic stake, which is up either 154% or 350% YTD. Because this private equity portion makes up a large share of his portfolio, it implies that his public equities are likely deeply negative.
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