PTC (PTC): A Mispriced Opportunity?
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Citadel Investment Group Ken Griffin | 2,274,229 | $258,375,157 | +291% | 0.03% |
| 2. | 40 North Management David S. Winter And David J. Millstone | 1,812,500 | $205,918,125 | 10.67% | |
| 3. | Fernbridge Capital Management Brennan Diaz | 1,101,110 | $125,097,107 | -16% | 9.16% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 410,744 | $46,664,626 | +289% | 0.02% |
| 5. | Freestone Grove Partners Todd Barker And Daniel Morillio | 377,748 | $42,915,950 | 0.28% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $17.95 | 10,000 | $179,537.00 | 29,726 | 2011-08-16 | Filing | |
| $17.71 | 5,000 | $88,559.00 | 24,540 | 2011-08-16 | Filing | |
| $17.20 | 1,400 | $24,080.00 | 34,772 | 2010-02-22 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $145.83 | 816 | $118,993.20 | 1,265 | 2026-05-12 | Filing | |
| $157.24 | 675 | $106,137.00 | 8,429 | 2026-03-16 | Filing | |
| $160.00 | 2,639 | $422,240.00 | 19,582 | 2026-03-03 | Filing | |
| $162.23 | 8 | $1,297.84 | 22,221 | 2026-02-11 | Filing | |
| $161.06 | 232 | $37,366.43 | 22,229 | 2026-02-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,499,640 | $1,306,474,044 | 0.02% | |
| 2. | 7,550,280 | $857,787,311 | 0.02% | |
| 3. | 6,452,323 | $733,048,416 | 0.02% | |
| 4. | 5,729,097 | $650,882,710 | 0.03% | |
| 5. | 3,754,033 | $426,713,328 | 0.02% |