AI Data Center Stocks Could Bounce Hard. Here’s What Would Make It Last.
At the end of Part One, I said I wanted to see one of these data center developers post good news, rally on it, and hold the gains into the
Meta Platforms Inc. (META)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 210,063 | $152,333,487 | -5% | 3.48% |
| 2. | Miura Global Management Pasco Alfaro / Richard Tumure | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $181.76 | 154 | $27,991.04 | 476,586 | 2019-08-28 | Filing | |
| $197.04 | 257 | $50,639.28 | 476,432 | 2019-07-30 | Filing | |
| $176.02 | 253 | $44,533.06 | 476,681 | 2019-04-04 | Filing | |
| $160.04 | 876 | $140,195.04 | 476,428 | 2019-02-21 | Filing | |
| $176.61 | 675 | $119,211.75 | 450,817 | 2018-05-04 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $728.08 | 408 | $297,056.64 | 76,621 | 2026-10-05 | Filing | |
| $728.08 | 82 | $59,702.56 | 5,834 | 2026-10-05 | Filing | |
| $728.08 | 57 | $41,500.56 | 1,061 | 2026-10-05 | Filing | |
| $728.08 | 82 | $59,702.56 | 5,834 | 2026-10-05 | Filing | |
| $728.08 | 946 | $688,763.68 | 7,878 | 2026-10-05 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 280,895 | $203,699,123 | 1.32% | |
| 2. | 192,252 | $139,417,305 | 1.22% | |
| 3. | 151,949 | $110,190,390 | 1.67% | |
| 4. | 121,954 | $88,438,884 | 1.19% | |
| 5. | 110,352 | $80,025,151 | 2.09% |
News See All
Meta’s Muse Beats ChatGPT in Early User Retention… But There’s a Catch
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Why Is Invesco QQQ Trust ETF (QQQ) Down Today, Oct. 12?
The Invesco QQQ Trust ETF ($QQQ), which tracks the performance of the Nasdaq-100 Index (NDX), was down 0.76% as of the time of writing on Monday. F...
Meta Stock Pops as Zuckerberg Says Firm Has Caught Up with AI Rivals, Rolls Out ‘Frontier’ AI Models
Meta shares ($META) rose 4% to about $748 on Monday afternoon. This came after CEO Mark Zuckerberg told The Financial Times that the social media g...
Nvidia Teams Up With AMD and Tech Giants to Speed Up AI Data Center Construction
Chipmaker Nvidia ($NVDA) is teaming up with rival AMD ($AMD), tech giant Google ($GOOGL), and social media company Meta Platforms ($META) to develo...
Microsoft (MSFT) to Launch New AI Microchip in 2027
Companies are grappling with chip shortages and rising costs.
Claude AI Portfolio: 8 Best-Performing Stocks in 2026
The use of AI for stock picking among retail and institutional investors is rising.
Royce’s Q3 Review Puts Meta (META) in the Spotlight
Royce & Associates, LLC (operating as Royce Investment Partners) recently released its "Small Cap Fund" third-quarter 2026 investor letter. A copy of the letter can be downloaded here.
The Week That Was, The Week Ahead: Macro and Markets, October 11
U.S. stocks finished Friday higher, recovering from a technology selloff sparked by questions over OpenAI’s revenue figures. The Dow Jones Industri...
Meta’s Second New Mexico Loss This Year: What It Means for Meta Stock
A New Mexico jury has found Meta Platforms, Inc. (NASDAQ:META) liable for more than 43 million privacy-law violations.
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