| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Situational Awareness LP Leopold Aschenbrenner | 26,008,473 | $665,556,824 | 3.29% | |
| 2. | Jericho Capital Asset Management Josh Resnick | 22,882,942 | $585,574,486 | +96% | 4.84% |
| 3. | Value Aligned Research Advisors Benjamin Henry Hoskin And David Michael Field | 9,187,797 | $235,115,725 | +20% | 0.59% |
| 4. | Two Seas Capital Sina Toussi | 9,028,509 | $231,039,545 | -45% | 4.58% |
| 5. | Valiant Capital Christopher R. Hansen | 7,474,231 | $191,265,571 | +10% | 7.72% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.33 | 6,000 | $109,994.40 | 71,348 | 2026-08-20 | Filing | |
| $19.19 | 7,000 | $134,358.00 | 259,262 | 2026-08-18 | Filing | |
| $14.53 | 7,000 | $101,699.50 | 252,262 | 2026-03-09 | Filing | |
| $21.50 | 5,000 | $107,500.00 | 226,687 | 2025-11-04 | Filing | |
| $10.87 | 110,000 | $1,195,370.00 | 475,687 | 2025-05-28 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.67 | 10,000 | $186,735.00 | 1,217,896 | 2026-09-08 | Filing | |
| $16.23 | 10,000 | $162,340.00 | 1,927,896 | 2026-08-31 | Filing | |
| $17.45 | 10,000 | $174,493.00 | 1,937,896 | 2026-08-24 | Filing | |
| $20.10 | 10,000 | $200,974.00 | 1,959,101 | 2026-08-17 | Filing | |
| $20.65 | 1,000 | $20,648.00 | 1,969,101 | 2026-08-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 28,122,262 | $719,648,676 | 0.01% | |
| 2. | 18,661,783 | $477,555,027 | 0.02% | |
| 3. | 15,889,496 | $406,612,203 | 0.05% | |
| 4. | 13,797,507 | $353,078,204 | 0.01% | |
| 5. | 13,651,100 | $349,331,649 | 0.03% |
