Agrawal NitinCFO
Sell $5.5M of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.
Sell $5.5M of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.
Sell $2.7M of disclosed value in CrowdStrike Holdings, Inc. $CRWD.
Sell $21M of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.
Sell $2.2M of disclosed value in Copart, Inc. $CPRT.
Sell $74M of disclosed value in Best Buy Co., Inc. $BBY.
Director and 10% Owner Silver Lake Partners IV, L.P. sold 14K $DELL shares at $410.68, a $5.8M transaction The transaction reduced the disclosed stake by 23.1%, leaving 46.6K shares. Over 30 days, insiders reported $226.2M in sales; no purchases were reported.
Sell $38.6M of disclosed value in Airbnb, Inc. $ABNB.
Sell $1.7M of disclosed value in Intuitive Machines, Inc. $LUNR.
Sell $27.4M of disclosed value in Cloudflare, Inc. $NET.
Sell $59.5M of disclosed value in Warner Bros. Discovery, Inc. $WBD.
Sell $2.7M of disclosed value in Paychex Inc $PAYX.
Reduced $BAC share count by 71.3%, portfolio weight down from 16.1% to 4.6% The current position is about 3M shares, worth about $146.2M. AI & Compute Infrastructure weight rose 23.3 percentage points while Funds & Listed Vehicles weight fell 1.9 percentage points.
Sell $1.4M of disclosed value in Meta Platforms Inc $META.
Sell $10.6M of disclosed value in Mastercard Inc $MA.
Sell $1.8M of disclosed value in The Kroger Co $KR.
Sell $5.2M of disclosed value in The Hershey Co $HSY.
Sell $32.9M of disclosed value in Datadog, Inc. $DDOG.
Cathie Wood (ARK Invest) recorded an estimated $20.9M of net buying in AI & Compute Infrastructure over seven days $META about $21.5M and $KDK about $1.2M accounted for 98.6% of gross buying. At the same time, Cathie Wood (ARK Invest) recorded an estimated $48.9M of net selling in Healthcare Innovation; the week's trading emphasis moved from Healthcare Innovation toward AI & Compute Infrastructure.
Sell $3.9M of disclosed value in CrowdStrike Holdings, Inc. $CRWD.