What Makes Keysight Technologies (KEYS) a Compelling Bet in the AI Era?
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,550,122 | $437,707,949 | +2% | 0.24% |
| 2. | Citadel Investment Group Ken Griffin | 791,836 | $223,590,731 | -40% | 0.04% |
| 3. | GLG Partners Noam Gottesman | 559,780 | $158,065,078 | -51% | 0.29% |
| 4. | Balyasny Asset Management Dmitry Balyasny | 472,814 | $133,508,489 | -30% | 0.17% |
| 5. | AQR Capital Management Cliff Asness | 479,614 | $132,877,040 | +142% | 0.06% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $159.00 | 280 | $44,520.00 | 9,550 | 2025-05-29 | Filing | |
| $143.35 | 460 | $65,941.28 | 7,681 | 2024-05-28 | Filing | |
| $157.45 | 420 | $66,129.00 | 5,589 | 2023-05-19 | Filing | |
| $174.92 | 575 | $100,579.00 | 575 | 2022-11-22 | Filing | |
| $136.91 | 500 | $68,455.00 | 3,626 | 2022-06-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $346.58 | 3,000 | $1,039,740.90 | 21,821 | 2026-06-02 | Filing | |
| $275.78 | 870 | $239,929.47 | 42,160 | 2026-03-30 | Filing | |
| $298.37 | 2,000 | $596,740.00 | 125,272 | 2026-03-24 | Filing | |
| $300.00 | 1,667 | $500,100.00 | 122,398 | 2026-03-24 | Filing | |
| $297.19 | 2,000 | $594,380.00 | 34,499 | 2026-03-24 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,610,610 | $5,255,077,919 | 0.09% | |
| 2. | 11,155,475 | $3,149,971,475 | 0.07% | |
| 3. | 8,617,643 | $2,433,363,854 | 0.12% | |
| 4. | 7,997,666 | $2,258,300,948 | 0.08% | |
| 5. | 4,626,216 | $1,303,825,037 | 0.08% |