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. | Viking Global Andreas Halvorsen | 4,740,351 | $1,389,776,106 | +16% | 3.96% |
| 2. | Millennium Management Israel Englander | 756,421 | $221,767,509 | +43% | 0.08% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 618,709 | $181,393,102 | +71% | 0.14% |
| 4. | D E Shaw D. E. Shaw | 581,019 | $170,343,151 | -20% | 0.08% |
| 5. | Citadel Investment Group Ken Griffin | 463,285 | $135,825,897 | -55% | 0.02% |
| 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. | 14,540,399 | $4,262,954,179 | 0.09% | |
| 3. | 11,840,799 | $3,471,485,451 | 2.38% | |
| 4. | 10,602,157 | $3,108,228,298 | 0.43% | |
| 5. | 10,270,853 | $3,011,208,683 | 0.09% |