MasTec (MTZ) Benefits from Investment in AI-Capable Data Centers
Fidelity Investments, an investment management company, recently released its first-quarter 2026 investor letter for “Fidelity Growth Strategies Fund”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Peconic Partners LLC William Harnisch | 3,578,431 | $1,151,324,390 | +124% | 19.92% |
| 2. | Hill City Capital Herbert Frazier | 2,155,000 | $693,349,700 | 24.77% | |
| 3. | Lone Pine Capital Stephen Mandel | 1,531,050 | $492,600,027 | 3.93% | |
| 4. | Hood River Capital Management David Swank | 1,295,385 | $416,777,170 | -13% | 4.18% |
| 5. | Electron Capital Partners Jos Shaver | 713,013 | $229,404,803 | -12% | 8.98% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.81 | 117,700 | $1,860,837.00 | 117,700 | 2015-09-30 | Filing | |
| $15.63 | 5,000 | $78,150.00 | 70,372 | 2015-08-31 | Filing | |
| $15.98 | 10,000 | $159,800.00 | 65,372 | 2015-08-28 | Filing | |
| $14.63 | 17,000 | $248,710.00 | 1,212,414 | 2015-08-26 | Filing | |
| $16.00 | 5,000 | $80,000.00 | 95,614 | 2015-08-20 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $417.00 | 3,000 | $1,251,000.00 | 30,646 | 2026-05-04 | Filing | |
| $325.43 | 950 | $309,158.50 | 10,592 | 2026-03-25 | Filing | |
| $300.40 | 6,500 | $1,952,600.00 | 17,235 | 2026-03-03 | Filing | |
| $206.15 | 1,929 | $397,663.35 | 9,757 | 2025-11-03 | Filing | |
| $210.39 | 2,000 | $420,780.00 | 33,277 | 2025-09-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,309,609 | $2,351,793,580 | 0.04% | |
| 2. | 2,804,295 | $902,253,873 | 0.02% | |
| 3. | 2,770,038 | $891,232,026 | 0.04% | |
| 4. | 1,869,788 | $601,585,591 | 0.02% | |
| 5. | 1,592,523 | $512,381,476 | 0.33% |