Wall Street's 76 Biggest Earnings Winners
Through July 24, 86 percent of the S&P 500 companies that reported second-quarter earnings exceeded analyst expectations, well above the 10-year average of 76 percent.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | North Peak Capital Michael Kahan And Jeremy Kahan | 1,485,066 | $159,169,374 | -4% | 17.69% |
| 2. | AQR Capital Management Cliff Asness | 692,541 | $74,226,574 | -29% | 0.03% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 468,293 | $50,191,644 | 0.04% | |
| 4. | Durable Capital Partners Henry Ellenbogen | 440,642 | $47,228,010 | 0.46% | |
| 5. | D E Shaw D. E. Shaw | 390,149 | $41,816,170 | -48% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $0.00 | 5,535 | $0.00 | 448,660 | 2026-03-09 | Filing | |
| $0.00 | 18,448 | $0.00 | 285,084 | 2026-03-09 | Filing | |
| $0.00 | 18,448 | $0.00 | 1,386,122 | 2026-03-09 | Filing | |
| $0.60 | 500,000 | $301,050.00 | 1,367,674 | 2026-03-02 | Filing | |
| $0.63 | 81,000 | $50,940.90 | 365,857 | 2025-11-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.00 | 18,750 | $337,455.00 | 79,543 | 2023-09-13 | Filing | |
| $18.05 | 18,750 | $338,480.63 | 79,543 | 2023-09-12 | Filing | |
| $18.61 | 8,750 | $162,837.50 | 17,121 | 2023-09-11 | Filing | |
| $18.62 | 17,500 | $325,778.25 | 17,121 | 2023-09-11 | Filing | |
| $18.10 | 18,750 | $339,309.38 | 79,543 | 2023-08-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,000,000 | $428,720,000 | 47.9% | |
| 2. | 2,011,196 | $215,560,086 | 0.01% | |
| 3. | 1,146,520 | $122,884,014 | 0% | |
| 4. | 686,792 | $73,610,338 | 0.01% | |
| 5. | 525,328 | $56,304,655 | 0% |