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
1 published idea on Pagaya Technologies Ltd. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Pagaya Technologies Ltd.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
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…