Linde (LIN) vs. Air Products (APD): Racing for the Chip Boom
Linde (NASDAQ:LIN) just locked in one of its biggest electronics bets yet.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Markel Gayner Asset Management Tom Gayner | 88,500 | $25,946,430 | +18% | 0.2% |
| 2. | Running Oak Capital Seth Cogswell | 35,204 | $10,321,118 | -32% | 1.76% |
| 3. | Bailard Inc Thomas Bailard | 12,039 | $3,529,594 | +11% | 0.07% |
| 4. | Walleye Capital Will England | 9,737 | $2,854,694 | -48% | 0.01% |
| 5. | Regents Gate Capital Joshua White | 7,061 | $2,070,144 | 2.75% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $294.96 | 5 | $1,474.80 | 10 | 2025-04-02 | Filing | |
| $264.42 | 11,000 | $2,908,620.00 | 670,673 | 2023-11-13 | Filing | |
| $252.34 | 10,000 | $2,523,400.00 | 659,673 | 2023-11-08 | Filing | |
| $297.76 | 1,679 | $499,939.04 | 3,316 | 2021-11-22 | Filing | |
| $314.49 | 80 | $25,159.25 | 280 | 2021-11-09 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $303.76 | 2,714 | $824,404.64 | 14,212 | 2026-05-01 | Filing | |
| $284.21 | 70,175 | $19,944,436.75 | 93,499 | 2026-02-12 | Filing | |
| $283.20 | 5 | $1,416.00 | 5 | 2025-04-03 | Filing | |
| $292.38 | 1,359 | $397,344.42 | 8,686 | 2025-08-05 | Filing | |
| $308.50 | 589 | $181,706.50 | 719 | 2025-03-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,316,711 | $5,370,093,427 | 0.08% | |
| 2. | 10,270,853 | $3,011,208,683 | 0.09% | |
| 3. | 445,145 | $688,010,287 | 0.22% | |
| 4. | 1,689,067 | $495,200,509 | 0.08% | |
| 5. | 764,871 | $224,244,855 | 0.05% |