GOOGL, META, NFLX, RDDT: Which Internet Stock Leads Q3 Ad-Spend Estimate Revisions?
Spending on digital ads by advertisers beat the consensus estimate by 130 basis points in July, according to Piper Sandler analyst Thomas Champion....
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 31,570,900 | $2,254,162,260 | +20% | 0.26% | |
| 2. | 30,113,400 | $2,150,096,760 | -27% | 0.25% | |
| 3. | Fisher Asset Management Ken Fisher | 20,415,312 | $1,457,653,353 | +1% | 0.43% |
| 4. | SRS Investment Management Karthik Sarma | 15,184,530 | $1,084,175,442 | 10.03% | |
| 5. | Harris Associates Natixis Global Asset Management | 11,014,943 | $786,466,911 | +12% | 1.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $379.96 | 40 | $15,198.40 | 5,158,941 | 2022-01-28 | Filing | |
| $376.45 | 2,500 | $941,132.00 | 5,158,901 | 2022-01-28 | Filing | |
| $375.29 | 2,000 | $750,580.00 | 5,156,401 | 2022-01-28 | Filing | |
| $393.47 | 535 | $210,508.38 | 5,154,401 | 2022-01-27 | Filing | |
| $392.85 | 4,424 | $1,737,980.79 | 5,153,866 | 2022-01-27 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $75.79 | 9,248 | $700,906.84 | 73,787 | 2026-08-10 | Filing | |
| $73.54 | 27,312 | $2,008,606.42 | 120,931 | 2026-08-06 | Filing | |
| $75.10 | 2,160 | $162,216.00 | 246 | 2026-08-05 | Filing | |
| $72.85 | 5,723 | $416,899.37 | 316,100 | 2026-08-04 | Filing | |
| $73.35 | 27,312 | $2,003,422.60 | 178,954 | 2026-08-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 348,770,600 | $24,902,220,805 | 0.37% | |
| 2. | 275,026,936 | $19,636,923,230 | 0.42% | |
| 3. | 180,129,582 | $12,861,252,155 | 0.38% | |
| 4. | 135,937,268 | $9,705,920,859 | 0.42% | |
| 5. | 135,419,167 | $9,668,928,498 | 0.76% |