Nvidia Barely Moved. These 2 AI Connectivity Stocks Jumped More Than 7%
Nvidia rose only 0.8% on September 4, while Astera Labs jumped 9.8% and Marvell gained 7.1%.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 1,968,700 | $950,921,474 | +96% | 0.11% | |
| 2. | 1,927,200 | $930,876,144 | +94% | 0.11% | |
| 3. | Whale Rock Capital Management Alex Sacerdote | 1,567,882 | $757,318,364 | 6.08% | |
| 4. | Atreides Management Gavin Baker | 1,216,795 | $587,736,321 | -64% | 4.1% |
| 5. | Maverick Capital Lee Ainslie | 1,067,215 | $515,486,189 | +12% | 4.55% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $36.00 | 10,000 | $360,000.00 | 165,000 | 2024-03-22 | Filing | |
| $36.00 | 21,747 | $782,892.00 | 121,747 | 2024-03-22 | Filing | |
| $36.00 | 5,000 | $180,000.00 | 5,000 | 2024-03-22 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $276.75 | 32 | $8,856.06 | 3,309 | 2026-09-02 | Filing | |
| $276.75 | 407 | $112,638.06 | 294,733 | 2026-09-02 | Filing | |
| $276.75 | 172 | $47,601.34 | 50,456 | 2026-09-02 | Filing | |
| $275.53 | 148 | $40,778.88 | 3,341 | 2026-09-02 | Filing | |
| $275.53 | 1,867 | $514,420.11 | 295,140 | 2026-09-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 24,845,364 | $12,000,807,697 | 0.52% | |
| 2. | 13,683,865 | $6,609,580,511 | 0.1% | |
| 3. | 7,887,650 | $3,809,892,703 | 0.17% | |
| 4. | 6,727,089 | $3,249,318,529 | 0.07% | |
| 5. | 4,910,555 | $2,371,896,276 | 0.19% |