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