Universal Display (OLED): Is the AI Infrastructure Boom Becoming a Hidden Risk for Display Suppliers?
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 275,939 | $21,258,341 | +9% | 0.03% |
| 2. | Squarepoint Ops LLC Maxime Fortin (Cio) | 238,158 | $18,347,692 | +912% | 0.02% |
| 3. | Winton Capital Management David Harding | 16,317 | $1,257,062 | -75% | 0.05% |
| 4. | Bronte Capital John Hempton | 10,292 | $792,896 | +1% | 0.08% |
| 5. | Bayforest Capital Theodoros Tsagaris | 578 | $44,529 | 0.07% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $92.84 | 1,000 | $92,840.00 | 1,456 | 2026-05-11 | Filing | |
| $94.40 | 800 | $75,520.00 | 52,481 | 2026-05-07 | Filing | |
| $93.75 | 1,444 | $135,375.00 | 51,681 | 2026-05-07 | Filing | |
| $92.51 | 1,450 | $134,139.50 | 50,237 | 2026-05-07 | Filing | |
| $94.40 | 2,800 | $264,320.00 | 296,589 | 2026-05-07 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $85.56 | 314 | $26,865.84 | 114,496 | 2026-08-18 | Filing | |
| $84.94 | 4,653 | $395,225.82 | 114,810 | 2026-08-18 | Filing | |
| $143.08 | 80 | $11,446.40 | 13,000 | 2025-08-19 | Filing | |
| $142.57 | 359 | $51,182.63 | 13,080 | 2025-08-19 | Filing | |
| $141.27 | 461 | $65,125.47 | 13,439 | 2025-08-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,255,725 | $96,755,369 | 0.01% | |
| 2. | 1,175,135 | $90,530,623 | 0.02% | |
| 3. | 612,153 | $47,160,333 | 1.09% | |
| 4. | 592,242 | $45,626,328 | 0% | |
| 5. | 389,157 | $29,978,741 | 0.01% |