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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)

Techmeme 29 March 2026 4h ago
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)
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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
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