Published weekly briefing
Week of Aug 24, 2026
3 reviewed research signals where reported manager conviction overlaps with a meaningful stock-price decline.
Approved signals
A large drawdown can reflect deteriorating fundamentals, and reported holdings may have changed since filing. Verify each stock independently.
- FIG — FIGMA INC60% below high · 7 managers · Andreessen Horowitz, Cathie Wood, David Shaw, Jim Simons
Retrospective edition using the 2026-08-28 close of $28.82: 60.03% below the $72.11 52-week high. 7 tracked managers reported June 30 holdings, verified against filings available by the original generation date. Figma reported Q2 revenue of $370.1 million, up 48%. Market cap is estimated from the close and 533,009,867 common shares reported as of 2026-07-31; liquidity uses 63 trading sessions. Reviewed and published later, not a signal issued on the historical date.
Automated evidence review by Codex · Sep 14, 2026
Market data source 1 · Market data source 2 · Market data source 3
- BSX — BOSTON SCIENTIFIC CORP57.2% below high · 12 managers · David Shaw, Dodge & Cox Funds, Jim Simons, John Overdeck / David Siegel
Retrospective edition using the 2026-08-28 close of $46.84: 57.22% below the $109.50 52-week high. 12 tracked managers reported June 30 holdings, verified against filings available by the original generation date. Boston Scientific reported Q2 sales of $5.442 billion, up 7.5%. Market cap is estimated from the close and 1,449,229,526 common shares reported as of 2026-07-30; liquidity uses 63 trading sessions. Reviewed and published later, not a signal issued on the historical date.
Automated evidence review by Codex · Sep 14, 2026
Market data source 1 · Market data source 2 · Market data source 3
- CPNG — COUPANG INC51.5% below high · 11 managers · Bill & Melinda Gates, Chase Coleman, David Abrams, David Shaw
Retrospective edition using the 2026-08-28 close of $16.52: 51.52% below the $34.08 52-week high. 11 tracked managers reported June 30 holdings, verified against filings available by the original generation date. Coupang reported Q2 revenue of $8.856 billion and a $570 million net loss. Market cap is estimated from the close and 1,797,511,702 common shares reported as of 2026-07-31; liquidity uses 63 trading sessions. Reviewed and published later, not a signal issued on the historical date.
Automated evidence review by Codex · Sep 14, 2026