Nvidia May Be Helping Finance Oracle’s AI Data Centers, TD Cowen Says
Chipmaker Nvidia ($NVDA) may be helping cloud software company Oracle ($ORCL) finance new AI data centers, according to TD Cowen. Four-star analyst...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Egerton Capital Limited John Armitage | 3,741,971 | $854,591,337 | +10% | 8.7% |
| 2. | Zevenbergen Capital Investments Nancy Zevenbergen | 1,765,724 | $403,256,012 | -3% | 9.23% |
| 3. | Bailard Inc Thomas Bailard | 906,843 | $207,104,931 | +4% | 4.19% |
| 4. | Ayrshire Capital Management John Nevin Jr. | 40,768 | $9,310,599 | +1% | 4.25% |
| 5. | Bourgeon Capital John Zaro | 3,515 | $802,756 | +5% | 0.12% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $537.28 | 100 | $53,728.00 | 100 | 2020-12-03 | Filing | |
| $536.61 | 100 | $53,661.00 | 100 | 2020-12-03 | Filing | |
| $500.95 | 498 | $249,473.10 | 4,476 | 2020-09-25 | Filing | |
| $494.15 | 15 | $7,412.25 | 3,978 | 2020-09-22 | Filing | |
| $498.23 | 435 | $216,730.05 | 3,963 | 2020-09-21 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $223.75 | 4,499 | $1,006,641.80 | 2,687,660 | 2026-09-21 | Filing | |
| $223.05 | 13,478 | $3,006,253.07 | 2,692,159 | 2026-09-21 | Filing | |
| $222.19 | 12,483 | $2,773,637.72 | 2,705,637 | 2026-09-21 | Filing | |
| $220.42 | 10,000 | $2,204,199.00 | 970,531 | 2026-09-18 | Filing | |
| $219.72 | 1,356,000 | $297,942,896.40 | 980,531 | 2026-09-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 20,166,206 | $4,605,558,126 | 4.46% | |
| 2. | 10,733,853 | $2,451,397,352 | 5.39% | |
| 3. | 8,327,826 | $1,654,678,039 | 2.46% | |
| 4. | 6,953,242 | $1,587,981,408 | 8.38% | |
| 5. | 6,877,778 | $1,570,746,939 | 5.68% |