Jim Cramer’s Thoughts on 16 Stocks: Arista, Taiwan Semi, and Big Tech’s AI Spending
In this article, we will look at the stocks that Jim Cramer highlighted as he discussed Big Tech’s AI spending.
Kraft Heinz Co (KHC)
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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. | RWC Asset Management Tord Stallvik (Ceo) | 4,847,820 | $109,027,472 | 4.54% | |
| 2. | Hourglass Capital Kenneth A. Moffet | 328,800 | $7,394,712 | +66% | 1.54% |
| 3. | Navellier & Associates Louis Navellier | 18,200 | $409,318 | -3% | 0.04% |
| 4. | 200,000 | $91,000 | 0.03% | ||
| 5. | Bayforest Capital Theodoros Tsagaris | 3,058 | $68,774 | +819% | 0.08% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.24 | 40,000 | $1,329,680.00 | 90,000 | 2020-12-02 | Filing | |
| $33.20 | 50,000 | $1,659,950.00 | 50,000 | 2020-12-02 | Filing | |
| $30.38 | 13,849,315 | $420,742,189.70 | 14,099,315 | 2020-11-09 | Filing | |
| $28.45 | 250,000 | $7,112,500.00 | 250,000 | 2019-09-18 | Filing | |
| $28.60 | 3,496,503 | $99,999,985.80 | 3,516,449 | 2019-09-16 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $24.34 | 4,991 | $121,480.94 | 197,463 | 2026-03-03 | Filing | |
| $24.61 | 9,045 | $222,597.45 | 202,454 | 2026-03-02 | Filing | |
| $24.84 | 125,000 | $3,104,575.00 | 561,817 | 2025-12-18 | Filing | |
| $24.82 | 125,000 | $3,102,412.50 | 686,817 | 2025-12-17 | Filing | |
| $27.91 | 25,000 | $697,772.50 | 40,000 | 2025-07-18 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 54,543,960 | $1,226,693,660 | 0.03% | |
| 2. | 40,441,581 | $909,531,157 | 0.05% | |
| 3. | 7,944,618 | $178,663,476 | 0.04% | |
| 4. | 7,825,007 | $175,984,408 | 0.06% | |
| 5. | 7,661,714 | $172,311,948 | 0.03% |
News See All
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The Kraft Heinz Company (NASDAQ:KHC) Q1 2026 Earnings Call Transcript
Operator: Greetings. 2026 first quarter earnings conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation.
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