$DXYZ

3 theses

bullish 100%neutral 0%bearish 0%

Avg return (6m)

-1.5%

Win rate (6m)

0% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 4:45 PM ET

$DXYZr/wallstreetbetsDDbullish

u/infinitycurvature · 39d agono track record yet

Long 1,000 shares of DXYZ

Long DXYZ $40C exp Dec 18 · 50 contracts

DD: $DXYZ is the cleanest way to front-run the Anthropic IPO

DXYZ trades at a 10% discount to NAV ($30 stock vs $34.30 NAV), a historically rare entry point. With Anthropic rumored for a $2T IPO (up from $965B valuation) and representing ~14.4% of NAV, plus significant exposure to OpenAI, SpaceX, and other high-growth private tech, the fund's NAV should revalue higher, driving the stock toward a premium to NAV as the IPO approaches.

At post $30.75Now $27.50-10.6% since postedas of Oct 23, 4:45 PM ET

1d+1.3%

3d+1.8%

1w-3.3%

1m-9.2%

3m—

6m—

1y—

original post →

$DXYZr/wallstreetbetsDiscussionbullish

u/BoatDrinks73 · 53d ago2 prior · awaiting results

“owns DXYZ, also owns SKM, Amazon and Zoom, though Amazon for reasons unrelated to Anthropic”

One Week Left - What is the Best Way to Get into Anthropic Pre-IPo

DXYZ trades below NAV and holds ~15% Anthropic exposure; Anthropic's S-1 disclosure will specify a valuation, likely doubling or tripling that holding's value. Small 30M share float and retail demand redirected from IPO offerings should drive DXYZ back to a NAV premium.

At post $31.60Now $27.50-13.0% since postedas of Oct 23, 4:45 PM ET

1d+3.5%

3d+3.5%

1w+8.4%

1m-1.1%

3m—

6m—

1y—

original post →

$DXYZr/wallstreetbetsDDbullish

u/blabberboy · 183d agono track record yet

Long 43,000 shares of DXYZ

$DXYZ = good way to invest in Anthropic?

DXYZ is trading near NAV despite major unrealized gains in Anthropic (up to $1T valuation from $350B), SpaceX (planned $1.75T IPO from $800B), and other high-growth private holdings (Shield AI, Databricks, OpenEvidence, OpenAI). The fund's reported NAV is stale (end 2025) and doesn't reflect these appreciation gains, making the current market price a significant discount to intrinsic value.

At post $29.44Now $27.50-6.6% since postedas of Oct 23, 4:45 PM ET

1d—

3d+1.5%

1w+17.9%

1m+126.4%

3m-18.1%

6m-1.5%

1y—

original post →

End of results.