Here’s What Scares Me About Semiconductor Stocks
Besides the earnings wipeout from Google ($GOOGL) and its parent Alphabet, we’ve also just got numbers from Asia’s largest memory-chip makers, with...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Kapitalo Investimentos Jo„O Carlos Pinho And Carlos Woelz | 193,644 | $88,338,456 | +6% | 10.03% |
| 2. | Zevenbergen Capital Investments Nancy Zevenbergen | 125,498 | $57,250,933 | +16% | 1.31% |
| 3. | Bailard Inc Thomas Bailard | 117,007 | $53,377,720 | -1% | 1.08% |
| 4. | Hiddenite Capital Partners Ryan Packard | 44,200 | $20,163,598 | 3.59% | |
| 5. | 41,000 | $18,703,790 | -3% | 0.3% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $79.39 | 40 | $3,175.60 | 1,341 | 2026-10-07 | Filing | |
| $79.39 | 52 | $4,128.28 | 53 | 2026-10-07 | Filing | |
| $79.39 | 59 | $4,684.01 | 7,406 | 2026-10-07 | Filing | |
| $79.39 | 50 | $3,969.50 | 6,744 | 2026-10-07 | Filing | |
| $79.39 | 53 | $4,207.67 | 6,915 | 2026-10-07 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $75.22 | 50 | $3,761.00 | 363 | 2026-07-14 | Filing | |
| $69.83 | 200,000 | $13,966,000.00 | 2,495,165 | 2026-05-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,631,892 | $2,113,571,618 | 13.76% | |
| 2. | 1,717,515 | $783,513,168 | 0.76% | |
| 3. | 1,502,106 | $685,245,736 | 3.99% | |
| 4. | 1,381,105 | $630,046,290 | 0.54% | |
| 5. | 1,210,323 | $552,115,840 | 1.41% |