Kimi K3 Hit a GPU Wall. Why Nvidia and Microsoft May Be the Real Winners
Moonshot AI introduced Kimi K3 on July 17 as fresh "evidence" that Chinese developers could approach the AI frontier at lower advertised prices.
Microsoft Corp (MSFT)
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Sector: Services-Prepackaged Software
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. | Zevenbergen Capital Investments Nancy Zevenbergen | 312,395 | $116,529,519 | -1% | 2.66% |
| 2. | Ayrshire Capital Management John Nevin Jr. | 23,150 | $8,635,409 | -8% | 4.04% |
| 3. | Katamaran Capital Priya Kodeeswaran | 4,555 | $1,699,106 | -43% | 1.35% |
| 4. | Miura Global Management Pasco Alfaro / Richard Tumure | 4,000 | $1,492,080 | -60% | 5.92% |
| 5. | Ardsley Partners Philip Hempleman | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $397.35 | 5,000 | $1,986,750.00 | 83,905 | 2026-02-18 | Filing | |
| $377.47 | 3,842 | $1,450,220.53 | 455,439 | 2025-04-23 | Filing | |
| $311.53 | 1,600 | $498,444.96 | 8,686 | 2022-01-31 | Filing | |
| $295.48 | 1,700 | $502,316.51 | 7,086 | 2022-01-28 | Filing | |
| $236.80 | 4,300 | $1,018,240.00 | 5,026 | 2021-03-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $402.84 | 4,500 | $1,812,780.00 | 47,468 | 2026-06-10 | Filing | |
| $412.45 | 2,500 | $1,031,125.00 | 51,968 | 2026-06-08 | Filing | |
| $460.99 | 15,500 | $7,145,314.00 | 110,477 | 2026-06-01 | Filing | |
| $411.34 | 1,262 | $519,241.94 | 46,003 | 2026-05-14 | Filing | |
| $409.52 | 12,321 | $5,045,642.68 | 137,933 | 2026-03-06 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,862,365 | $5,543,959,395 | 4.78% | |
| 2. | 10,444,656 | $3,896,065,581 | 4.86% | |
| 3. | 5,568,293 | $2,077,084,368 | 4.64% | |
| 4. | 1,013,051 | $1,443,564,776 | 15.76% | |
| 5. | 2,586,687 | $964,885,985 | 5.96% |
News See All
Jacob Andreou: “Microsoft (MSFT) Needs to Lift Its Game and Execute Better to Clear the Higher Bar"
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Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play
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10 Best Stocks to Buy in 2026 According to Billionaire D.E. Shaw
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