Jim Cramer Recently Discussed These 9 Stocks
“For the past few years, virtually every stock connected to AI and the data center has been joined at the hip, and they’ve steadily marched higher together, but last month, that changed.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | SRS Investment Management Karthik Sarma | 1,153,720 | $293,621,742 | -22% | 3.2% |
| 2. | Anomaly Capital Management Ben Jacobs | 844,766 | $214,992,947 | +4% | 6.32% |
| 3. | Dorsal Capital Management Ryan Frick And Oliver Evans | 800,000 | $203,600,000 | +7% | 5.43% |
| 4. | Alyeska Investment Group Anand Parekh | 631,618 | $160,746,781 | -46% | 0.49% |
| 5. | Samlyn Capital Robert Pohly | 555,717 | $141,429,978 | +68% | 1.95% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $17.00 | 5,882 | $99,994.00 | 5,882 | 2013-10-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $298.10 | 13 | $3,875.30 | 62,913 | 2026-01-02 | Filing | |
| $296.41 | 46 | $13,634.86 | 62,926 | 2026-01-02 | Filing | |
| $294.12 | 144 | $42,353.28 | 62,972 | 2026-01-02 | Filing | |
| $291.79 | 45 | $13,130.55 | 63,116 | 2026-01-02 | Filing | |
| $290.42 | 94 | $27,299.48 | 63,161 | 2026-01-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,409,797 | $1,851,469,864 | 0.03% | |
| 2. | 1,110,632 | $320,806,053 | 0.1% | |
| 3. | 580,300 | $167,619,655 | 0.06% | |
| 4. | 565,649 | $163,387,714 | 0.03% | |
| 5. | 292,320 | $87,225,365 | 0.14% |