An analysis of four large private-credit funds finds an average of ~25% software share exposure vs. ~19% disclosed, amid investor concerns about software stocks (Wall Street Journal)

Wall Street Journal : An analysis of four large private-credit funds finds an average of ~25% software share exposure vs. ~19% disclosed, amid investor concerns about software stocks —  Analysis by the Journal finds four of the largest private-credit funds have more exposure to the software industry than their filings suggest

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