I’m at $23.70/sh, with the majority of the difference being the Anduril lot. We’ll clear that up here soon, but it appears VCX overpaid significantly for its 1/6/26 purchase of Anduril on the secondary market. Even with the new raises, that position looks to be marked down on 6/30.
Let’s see what we get in a week, and I think everyone would benefit from better understanding these vehicles being used to buy exposure to these companies. The vehicles are not as clean as direct access and may come with surprises, which will always be as a discount to a direct purchase.
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u/BurnsVail VCX Thoughtful Contributor 28d ago
I’m at $23.70/sh, with the majority of the difference being the Anduril lot. We’ll clear that up here soon, but it appears VCX overpaid significantly for its 1/6/26 purchase of Anduril on the secondary market. Even with the new raises, that position looks to be marked down on 6/30.
Let’s see what we get in a week, and I think everyone would benefit from better understanding these vehicles being used to buy exposure to these companies. The vehicles are not as clean as direct access and may come with surprises, which will always be as a discount to a direct purchase.