Is Genpact Limited (G) an Underestimated Force in AI Disruption?
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 8,601,538 | $232,843,621 | -24% | 0.08% |
| 2. | Pzena Investment Management Richard S. Pzena | 3,319,546 | $91,287,515 | +354% | 0.27% |
| 3. | Citadel Investment Group Ken Griffin | 2,478,939 | $68,170,823 | +2110% | 0.01% |
| 4. | Millennium Management Israel Englander | 1,912,916 | $52,605,190 | +140% | 0.02% |
| 5. | Quantinno Capital Hoon Kim | 1,888,150 | $51,924,144 | +19% | 0.06% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $43.97 | 2,000 | $87,940.00 | 2,000 | 2025-05-13 | Filing | |
| $36.60 | 500 | $18,299.60 | 44,947 | 2023-05-16 | Filing | |
| $36.93 | 2,000 | $73,858.20 | 44,447 | 2023-05-16 | Filing | |
| $36.93 | 5,000 | $184,641.50 | 46,228 | 2023-05-15 | Filing | |
| $33.72 | 5,600 | $188,814.64 | 193,693 | 2020-05-22 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $36.79 | 10,000 | $367,900.00 | 501,114 | 2026-09-14 | Filing | |
| $37.03 | 6,191 | $229,252.73 | 70,253 | 2026-08-19 | Filing | |
| $34.10 | 13,318 | $454,143.80 | 42,693 | 2026-08-14 | Filing | |
| $34.10 | 1,654 | $56,401.40 | 56,011 | 2026-08-14 | Filing | |
| $34.04 | 5,900 | $200,836.00 | 176,027 | 2026-08-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,844,486 | $435,723,380 | 0.01% | |
| 2. | 13,702,500 | $376,818,750 | 100% | |
| 3. | 10,405,025 | $286,138,198 | 0.01% | |
| 4. | 10,304,410 | $283,371,275 | 0.01% | |
| 5. | 7,501,133 | $206,281,158 | 0% |