Goldman Sachs Names Its “Top 3 Hardware Stocks” as AI Spending Surges
Goldman Sachs ($GS) named Dell Technologies ($DELL), Hewlett Packard Enterprise ($HPE), and NetApp ($NTAP) its “top three U.S. hardware picks.” The...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Aequim Alternative Investments Franklin Parlamis | 4,050,000 | $473,931,000 | +16% | 7.37% |
| 2. | Highland Peak Capital Graham Morris | 1,360,332 | $61,364,577 | +50% | 17.86% |
| 3. | Walleye Capital Will England | 450,000 | $52,627,500 | +800% | 0.19% |
| 4. | Walleye Capital Will England | 714,398 | $32,226,494 | +98438% | 0.12% |
| 5. | GAMCO Investors Mario Gabelli | 369,774 | $16,680,505 | -8% | 0.15% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.76 | 34,000 | $501,840.00 | 34,000 | 2015-11-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.02 | 23,675 | $1,113,198.50 | 0 | 2026-07-22 | Filing | |
| $48.50 | 18,785 | $911,072.50 | 0 | 2026-06-22 | Filing | |
| $54.77 | 20,000 | $1,095,384.00 | 82,941 | 2026-06-03 | Filing | |
| $30.01 | 93,583 | $2,808,135.72 | 204,754 | 2026-05-05 | Filing | |
| $29.10 | 6,482 | $188,626.20 | 8,018 | 2026-05-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 134,059,655 | $6,047,431,030 | 0.09% | |
| 2. | 68,095,481 | $3,081,282,866 | 0.09% | |
| 3. | 59,597,678 | $2,688,384,651 | 0.32% | |
| 4. | 40,050,764 | $1,778,654,518 | 0.1% | |
| 5. | 36,610,129 | $1,645,119,122 | 0.09% |