Eric Balchunas
Eric Balchunas|Oct 02, 2026 11:57
Anthropic is up 22-fold since June 2024, outpacing Nasdaq 100 and Nvidia by 10x. This is based on our analysis of market values reported in mutual funds that hold the private co. The manager with most exposure is Fidelity, followed by CapGrp and BLK. That said, the weighting is small so the MFs only felt a little of the co's meteoric rise, still better than nothing. Great work from @FrancisSharoon & @DavidCohne
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