Jim Cramer Recently Looked at These 25 Stocks
We're in critical short supply for all sorts of chips that are needed in the data center... It wasn't easy to forecast this boom, I admit, as recently as one year ago.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Driehaus Capital Richard Driehaus | 6,481,613 | $269,959,181 | +2% | 1.93% |
| 2. | Farallon Capital Thomas Steyer | 5,770,098 | $240,324,582 | +25% | 0.98% |
| 3. | EcoR1 Capital Oleg Nodelman | 4,288,120 | $178,600,198 | 8.57% | |
| 4. | Point72 Asset Management Steve Cohen | 2,003,333 | $83,438,803 | +1% | 0.14% |
| 5. | Siren L.L.C. Raymond Debbane | 1,688,611 | $70,330,648 | 2.75% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $22.06 | 5,000 | $110,300.00 | 5,000 | 2023-06-08 | Filing | |
| $22.22 | 157,515 | $3,499,983.30 | 5,321,032 | 2022-04-18 | Filing | |
| $19.80 | 1,200,000 | $23,760,000.00 | 5,163,517 | 2021-10-25 | Filing | |
| $16.44 | 304,136 | $4,999,995.84 | 3,963,517 | 2021-04-08 | Filing | |
| $13.10 | 4,000 | $52,400.00 | 4,000 | 2020-12-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $55.00 | 2,500 | $137,500.00 | 834 | 2026-01-05 | Filing | |
| $45.02 | 5,000 | $225,100.00 | 66,837 | 2025-12-01 | Filing | |
| $43.27 | 100 | $4,327.00 | 66,270 | 2025-11-03 | Filing | |
| $42.65 | 4,900 | $208,985.00 | 66,370 | 2025-11-03 | Filing | |
| $41.81 | 5,000 | $209,050.00 | 66,270 | 2025-10-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 674,533 | $31,399,511 | 0.05% | |
| 2. | 408,312 | $19,006,923 | 0.03% | |
| 3. | 53,877 | $2,507,974 | 0.33% | |
| 4. | 26,105 | $1,215,188 | 0.49% | |
| 5. | 25,014 | $1,164,402 | 0.01% |