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An analysis of four large private-credit funds finds an average of ~25% software share exposure, above the ~19% disclosed, amid investor concerns on SaaS stocks (Wall Street Journal) from Techmeme RSS feed.
An analysis of four large private-credit funds finds an average of ~25% software share exposure, above the ~19% disclosed, amid investor concerns on SaaS stocks (Wall Street Journal)
Wall Street Journal:
An analysis of four large private-credit funds finds an average of ~25% software share exposure, above the ~19% disclosed, amid investor concerns on SaaS stocks — Analysis by the Journal finds four of the largest private-credit funds have more exposure to the software industry than their filings suggest