LongPGYJul 2026
Pagaya Technologies Ltd.
Pagaya became the portfolio's largest position after Gallagher redeployed much of the proceeds from trimming Planet Labs. He views Pagaya as a data network positioned to benefit…
PGY
Which hedge funds are long PGY?
1 published idea on Pagaya Technologies Ltd. across 1 fund — 1 long and 0 short.
Pagaya Technologies hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Pagaya Technologies: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.