Top Analyst Calls: 8 Stocks to Buy and Sell
Investors are continuing to parse the latest earnings from major tech companies, and almost all of them so far have indicated no slowdown in their CapEx plans for AI.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Rima Senvest Management Richard Mashaal | 10,862,245 | $145,336,838 | +10% | 4.66% |
| 2. | AQR Capital Management Cliff Asness | 5,180,088 | $69,309,575 | -55% | 0.04% |
| 3. | D E Shaw D. E. Shaw | 4,610,064 | $61,682,656 | -45% | 0.03% |
| 4. | Alkeon Capital Management Panayotis Takis Sparaggis | 4,061,276 | $54,339,873 | 0.08% | |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 3,041,987 | $40,701,786 | +30% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.07 | 45,000 | $678,366.00 | 29,288,585 | 2025-11-05 | Filing | |
| $15.02 | 45,000 | $676,093.50 | 29,333,585 | 2025-11-04 | Filing | |
| $16.23 | 45,000 | $730,188.00 | 29,378,585 | 2025-11-03 | Filing | |
| $15.72 | 45,000 | $707,269.50 | 29,423,585 | 2025-10-31 | Filing | |
| $15.73 | 45,000 | $707,643.00 | 29,468,585 | 2025-10-30 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 47,895,884 | $640,846,928 | 0.01% | |
| 2. | 25,104,101 | $335,892,868 | 0.01% | |
| 3. | 16,950,000 | $226,791,000 | 30.33% | |
| 4. | 10,306,502 | $137,900,997 | 0.01% | |
| 5. | 7,815,348 | $104,569,356 | 0% |