Options Volatility and Implied Earnings Moves Today, August 06, 2026
Today, several major companies are expected to report earnings: Novavax (NVAX), MARA Holdings (MARA), Twilio (TWLO), Trade Desk (TTD), Roku (ROKU),...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Alkeon Capital Management Panayotis Takis Sparaggis | 2,335,700 | $481,924,981 | +27% | 0.65% |
| 2. | Jericho Capital Asset Management Josh Resnick | 2,192,455 | $452,369,240 | +215% | 3.74% |
| 3. | Durable Capital Partners Henry Ellenbogen | 1,846,153 | $380,916,748 | 3.7% | |
| 4. | Polar Capital Brian Ashford-Russell And Tim Woolley | 1,204,982 | $248,623,936 | +551% | 0.59% |
| 5. | SRS Investment Management Karthik Sarma | 1,075,683 | $221,945,673 | -48% | 2.05% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $62.72 | 3,995 | $250,558.41 | 13,232 | 2023-02-24 | Filing | |
| $64.06 | 32,355 | $2,072,628.95 | 226,397 | 2023-02-24 | Filing | |
| $63.46 | 74,605 | $4,734,507.91 | 194,042 | 2023-02-24 | Filing | |
| $62.46 | 51,121 | $3,192,966.54 | 119,437 | 2023-02-24 | Filing | |
| $295.82 | 3,400 | $1,005,796.16 | 16,762 | 2021-11-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $238.10 | 170 | $40,476.59 | 108,330 | 2026-08-17 | Filing | |
| $234.95 | 304 | $71,425.56 | 108,500 | 2026-08-17 | Filing | |
| $234.30 | 310 | $72,633.22 | 108,804 | 2026-08-17 | Filing | |
| $233.32 | 610 | $142,328.01 | 109,114 | 2026-08-17 | Filing | |
| $247.08 | 500,000 | $123,540,000.00 | 120,000 | 2026-08-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 16,630,023 | $3,431,272,592 | 0.05% | |
| 2. | 12,224,027 | $2,429,770,277 | 0.13% | |
| 3. | 11,273,330 | $2,326,025,924 | 0.1% | |
| 4. | 7,643,548 | $1,577,093,259 | 0.07% | |
| 5. | 6,849,553 | $1,413,268,271 | 0.03% |