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Chronicles

The story behind the story

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Filings and holdings data at the end of April show Fidelity cut the valuation of Instacart by 50%, Reddit by 33%, ByteDance by 13%, and Stripe by 13%

Fidelity Investments cut valuations for several closely held technology companies, including social media platform Reddit and payment software provider Stripe. Tweets: @mikeisaac , @natbullard , @annmlipton , @ranjanxroy , @carnage4life , and @schuldensuehner Tweets: @mikeisaac : canary in coal mine https://www.bloomberg.com/... Nat Bullard / @natbullard : Big investor closely-held company valuation charts are...something https://www.bloomberg.com/... https://twitter.com/... Ann Lipton / @annmlipton : the dangers for private companies of accepting investments by public mutual funds... https://twitter.com/... @ranjanxroy : The Grim Reaper is coming 💀 “Fidelity funds cut Reddit to $39.65 a share from $61.79, where they had been valued for the previous nine months.” https://www.bloomberg.com/... @carnage4life : Fidelity has marked down it's share of valuations across a number of private companies as follows • Instacart -50% • Reddit -33% • TikTok/ByteDance -13% • Stripe -13% Some of these don't seem aggressive enough relative to public markets (e.g. Stripe) https://www.bloomberg.com/... @schuldensuehner : OUCH! Fidelity cut valuations for several closely held technology comps after tech rout, incl social media platform Reddit & payment software provider Stripe. Marked down Reddit by more than a third. Instacart, ByteDance among other private firms devalued https://www.bloomberg.com/... https://twitter.com/...

Bloomberg

Discussion

  • @mikeisaac @mikeisaac on x
    canary in coal mine https://www.bloomberg.com/...
  • @natbullard Nat Bullard on x
    Big investor closely-held company valuation charts are...something https://www.bloomberg.com/... https://twitter.com/...
  • @annmlipton Ann Lipton on x
    the dangers for private companies of accepting investments by public mutual funds... https://twitter.com/...
  • @ranjanxroy @ranjanxroy on x
    The Grim Reaper is coming 💀 “Fidelity funds cut Reddit to $39.65 a share from $61.79, where they had been valued for the previous nine months.” https://www.bloomberg.com/...
  • @carnage4life @carnage4life on x
    Fidelity has marked down it's share of valuations across a number of private companies as follows • Instacart -50% • Reddit -33% • TikTok/ByteDance -13% • Stripe -13% Some of these don't seem aggressive enough relative to public markets (e.g. Stripe) https://www.bloomberg.com/...
  • @schuldensuehner @schuldensuehner on x
    OUCH! Fidelity cut valuations for several closely held technology comps after tech rout, incl social media platform Reddit & payment software provider Stripe. Marked down Reddit by more than a third. Instacart, ByteDance among other private firms devalued https://www.bloomberg.co…