Claude AI's Newest Stock Picks Are Also Hedge Fund Favorites: One Breakout Biotech, One AI Chip Bet
Note: the trade details cited in this article come from The Claude Portfolio account on X, a third-party account not affiliated with Anthropic.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Viking Global Andreas Halvorsen | 3,653,310 | $126,331,460 | 0.36% | |
| 2. | Deerfield Management James E. Flynn | 3,376,042 | $116,743,532 | +8% | 1.22% |
| 3. | Polar Capital Brian Ashford-Russell And Tim Woolley | 2,326,389 | $80,446,532 | +198% | 0.19% |
| 4. | Point72 Asset Management Steve Cohen | 1,641,200 | $56,752,696 | +63% | 0.06% |
| 5. | Commodore Capital Egen Atkinson And Michael Kramarz | 1,425,000 | $49,276,500 | -26% | 2.93% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $34.77 | 2,292 | $79,685.73 | 130,625 | 2026-08-14 | Filing | |
| $34.97 | 2,292 | $80,154.45 | 132,917 | 2026-07-13 | Filing | |
| $35.49 | 30,712 | $1,090,048.73 | 315,167 | 2026-06-30 | Filing | |
| $35.05 | 6,888 | $241,447.13 | 345,879 | 2026-06-29 | Filing | |
| $35.49 | 30,703 | $1,089,637.19 | 93,969 | 2026-06-30 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,565,272 | $227,027,106 | 0.01% | |
| 2. | 6,550,757 | $226,525,177 | 7.79% | |
| 3. | 4,778,581 | $165,243,331 | 56.95% | |
| 4. | 4,643,430 | $160,569,809 | 30.92% | |
| 5. | 3,424,609 | $118,422,979 | 13.73% |