Re:Anthropic confidentially submits draft S-1 to the SEC
by chasd00 on Monday June 01, 2026 @02:23PM
(#48360685)
But isn't that what "total market" means? I don't see how if you invest in a total market fund you could declare "except for SpaceX, Anthropic and OpenAI". Why is it so bad for these accounts to be invested in these companies anyway? Seems pretty typical, i bet all kinds of companies are added to total market indexes each year.
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Re:Anthropic confidentially submits draft S-1 to the SEC
by alemanek on Monday June 01, 2026 @02:42PM
(#48360915)
Until recently companies that IPOed weren’t immediately added to the major indexes so there was a longer period for price discovery. This year that changed; so you have retirement funds that typically are more conservative acting as exit liquidity for these massive IPOs.
I would have less of an issue if the inclusion in major indexes was delayed 6-12months but we are looking at inclusion within like 5 days for some of these indexes.
Re:Anthropic confidentially submits draft S-1 to the SEC
by tonfa on Monday June 01, 2026 @04:16PM
(#48362045)
The float will get bigger as you wait tho, since it's common for early investors to be locked for e.g. 6 months. You can argue it's better to smooth the entry as float gets unlocked rather than being front run by all the hedge funds in a single day on a massive capitalization.
Re:Anthropic confidentially submits draft S-1 to the SEC
by ojbyrne on Monday June 01, 2026 @04:51PM
(#48362467)
The lockup periods are also being fiddled with: https://finance.yahoo.com/markets/stocks/articles/spacex-ipo...