Big Tech Has $3 Trillion in AI Commitments Hidden Off the Balance Sheet
Big Tech’s AI spending may be far larger than the headline numbers suggest. In fact, nine major technology companies had roughly $3 trillion of off...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 26,172,995 | $5,471,202,923 | +3% | 1.63% |
| 2. | Marshall Wace LLP Paul Marshall And Ian Wace | 4,648,847 | $971,794,975 | +11% | 0.77% |
| 3. | 2,227,000 | $465,532,080 | -2% | 0.05% | |
| 4. | 2,224,800 | $465,072,192 | +4% | 0.05% | |
| 5. | Viking Global Andreas Halvorsen | 1,622,593 | $339,186,841 | 0.97% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $79.30 | 25,000 | $1,982,425.00 | 179,449 | 2022-05-12 | Filing | |
| $38.59 | 29,000 | $1,119,228.90 | 154,449 | 2020-04-17 | Filing | |
| $55.40 | 25,000 | $1,385,000.00 | 28,129 | 2020-11-12 | Filing | |
| $44.20 | 0 | $0.18 | 377,084,707 | 2020-05-29 | Filing | |
| $38.84 | 0 | $0.04 | 377,084,707 | 2020-05-07 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $212.06 | 1,000 | $212,055.00 | 40,843 | 2026-07-28 | Filing | |
| $222.51 | 9,172 | $2,040,861.72 | 0 | 2026-07-16 | Filing | |
| $222.51 | 6,382 | $1,420,058.82 | 136,810 | 2026-07-16 | Filing | |
| $216.88 | 7,101 | $1,540,064.88 | 121,770 | 2026-07-17 | Filing | |
| $215.00 | 17,064 | $3,668,760.00 | 128,871 | 2026-07-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 377,085,167 | $78,825,883,310 | 100% | |
| 2. | 99,560,815 | $20,812,192,768 | 0.62% | |
| 3. | 94,899,620 | $19,837,816,616 | 0.29% | |
| 4. | 77,700,641 | $16,242,541,995 | 0.35% | |
| 5. | 44,363,477 | $9,392,635,737 | 0.52% |