Big Tech Has $3 Trillion in AI Commitments Hidden Off the Balance Sheet
Big Tech’s AI spending may be far larger than the headline numbers suggest. In fact, nine major technology companies had roughly $3 trillion of off...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 11,256,822 | $97,371,515 | +18% | 0.03% |
| 2. | OCO Capital Partners Eric Schneider | 7,375,000 | $64,531,250 | +236% | 11.34% |
| 3. | Estuary Capital Andrew Warford | 4,435,135 | $38,807,431 | +6% | 6.59% |
| 4. | Renaissance Technologies Jim Simons | 4,323,300 | $37,828,875 | -29% | 0.05% |
| 5. | Citadel Investment Group Ken Griffin | 3,974,026 | $34,772,728 | +18% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.87 | 33,670 | $500,807.58 | 33,670 | 2025-12-01 | Filing | |
| $15.06 | 139,327 | $2,098,334.28 | 158,000 | 2025-12-02 | Filing | |
| $15.06 | 18,673 | $281,135.09 | 18,673 | 2025-12-01 | Filing | |
| $15.06 | 69,663 | $1,049,159.61 | 79,000 | 2025-12-02 | Filing | |
| $15.06 | 69,663 | $1,049,159.61 | 79,000 | 2025-12-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $0.00 | 20,000,000 | $0.00 | 0 | 2025-05-14 | Filing | |
| $0.00 | 30,166,206 | $0.00 | 0 | 2024-11-06 | Filing | |
| $0.00 | 30,166,206 | $0.00 | 0 | 2024-11-06 | Filing | |
| $0.00 | 13,187 | $0.00 | 0 | 2024-09-06 | Filing | |
| $0.00 | 21,750 | $0.00 | 13,187 | 2024-09-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 67,704,044 | $592,410,388 | 0.03% | |
| 2. | 53,867,616 | $471,341,640 | 0.06% | |
| 3. | 43,196,688 | $377,971,020 | 0.05% | |
| 4. | 34,353,844 | $300,596,135 | 8.66% | |
| 5. | 31,602,257 | $276,519,753 | 0% |