交易笔记
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AI & Compute

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2025年12月4日市场动作

每日每周每月每年
全部投资人调仓国会交易高管交易
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Lagarde MichelEVP & COO

Sell $74.3M of disclosed value in Thermo Fisher Scientific Inc Common Stock $TMOTMOThermo Fisher Scientific Inc Common Stock11,990 FollowersFollow.

TMO高管交易HealthcareMedical - Diagnostics & Research
Sell

Ocampo Susan10% Owner

Sell $3.7B of disclosed value in MACOM Technology Solutions Holdings, Inc. - Common Stock $MTSIMTSIInc. - Common Stock18,077 FollowersFollow.

MTSI高管交易TechnologySemiconductors
Sell

Klarich LeeDirector, EVP Chief Product & Tech Ofcr

Sell $723.4M of disclosed value in Palo Alto Networks, Inc. $PANWPANWPalo Alto Networks, Inc.17,050 FollowersFollow.

PANW高管交易TechnologySoftware - Infrastructure
Sell

Tabuteau HerriotDirector, CEO, 10% Owner

Sell $3.2M of disclosed value in Axsome Therapeutics, Inc. $AXSMAXSMAxsome Therapeutics, Inc.24,433 FollowersFollow.

AXSM高管交易HealthcareBiotechnology
Sell

Duffield David A10% Owner

Sell $67.1M of disclosed value in Workday, Inc. - Class A Common Stock $WDAYWDAYWorkday, Inc. - Class A Common Stock12,069 FollowersFollow.

WDAY高管交易TechnologySoftware - Application
Sell

Rodgers Thurman JDirector

Sell $4.4M of disclosed value in Enphase Energy Inc $ENPHENPHEnphase Energy Inc13,889 FollowersFollow.

ENPH高管交易EnergySolar
Sell

Bialecki AndrewDirector, CEO, 10% Owner

Sell $4.1M of disclosed value in Klaviyo, Inc. $KVYOKVYOKlaviyo, Inc.8,609 FollowersFollow.

KVYO高管交易TechnologySoftware - Infrastructure
Sell

Brinker Neil DavidDirector, President & CEO

Sell $143M of disclosed value in Modine Manufacturing Company $MODMODModine Manufacturing Company5,314 FollowersFollow.

MOD高管交易Consumer CyclicalAuto - Parts
Sell

Chen FupingSee remarks

Sell $3.3M of disclosed value in ACM Research, Inc. $ACMRACMRACM Research, Inc.4,071 FollowersFollow.

ACMR高管交易TechnologySemiconductors
Sell

MMMK Development, Inc.10% Owner

Sell $2M of disclosed value in Revolve Group, Inc. Class A $RVLVRVLVInc. Class A24,750 FollowersFollow.

RVLV高管交易Consumer CyclicalSpecialty Retail
Sell

Tannenbaum Michael BenjaminDirector, CEO

Sell $515.6M of disclosed value in Figure Technology Solutions, Inc. Class A Common Stock $FIGRFIGRFigure Technology Solutions, Inc. Class A Common Stock14,606 FollowersFollow.

FIGR高管交易Financial ServicesFinancial - Capital Markets
Sell

Karanikolas MichaelDirector, CO-CEO, 10% Owner

Sell $2M of disclosed value in Revolve Group, Inc. Class A $RVLVRVLVInc. Class A24,750 FollowersFollow.

RVLV高管交易Consumer CyclicalSpecialty Retail
Sell

Dyer SimonDirector

Buy $5.1M of disclosed value in Somnigroup International Inc. Common Stock $SGISGISomnigroup International Inc. Common Stock10,837 FollowersFollow.

SGI高管交易Consumer DefensiveHousehold & Personal Products
Buy

Mente MichaelDirector, CO-CEO, 10% Owner

Sell $2M of disclosed value in Revolve Group, Inc. Class A $RVLVRVLVInc. Class A24,750 FollowersFollow.

RVLV高管交易Consumer CyclicalSpecialty Retail
Sell

Gmt Capital Corp10% Owner

Sell $155.7M of disclosed value in Cracker Barrel Old Country Store Inc $CBRLCBRLCracker Barrel Old Country Store Inc14,841 FollowersFollow.

CBRL高管交易Consumer CyclicalRestaurants
Sell

Seawell A BrookeDirector

Sell $2.3M of disclosed value in NVIDIA Corporation $NVDANVDANVIDIA Corporation1,317 FollowersFollow.

NVDA高管交易TechnologySemiconductors
Sell

Lyons Gary ADirector

Sell $2.3M of disclosed value in Neurocrine Biosciences, Inc. - Common Stock $NBIXNBIXNeurocrine Biosciences, Inc. - Common Stock6,275 FollowersFollow.

NBIX高管交易HealthcareBiotechnology
Sell

Kgil MinchungCFO

Sell $64.9M of disclosed value in Figure Technology Solutions, Inc. Class A Common Stock $FIGRFIGRFigure Technology Solutions, Inc. Class A Common Stock14,606 FollowersFollow.

FIGR高管交易Financial ServicesFinancial - Capital Markets
Sell

Transocean Ltd.10% Owner

Sell $2.1M of disclosed value in Nauticus Robotics, Inc. $KITTWKITTWNauticus Robotics, Inc.19,033 FollowersFollow.

KITTW高管交易IndustrialsAerospace & Defense
Sell

Shlomi Ben HaimDirector, CEO

Sell $1.7M of disclosed value in JFrog Ltd. $FROGFROGJFrog Ltd.23,492 FollowersFollow.

FROG高管交易TechnologySoftware - Application
Sell

历史归档

20266,797
202516,004
  • December1,614
  • November1,160
  • October1,536
  • September1,967
  • August1,436
  • July1,276
  • June1,712
  • May1,105
  • April1,243
  • March1,420
  • February536
  • January999
202415,420
202314,205
202212,770
202110,785

现代市场行业

AI & Compute

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Software & Digital

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  • Consumer Internet & Marketplaces
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现代分类

  • AI & Compute Infrastructure
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  • Financial Infrastructure
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细分行业

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  • Cloud & AI Platforms
  • Data Center & Networking
  • Enterprise Software
  • Cybersecurity
  • DevTools & Observability
  • Consumer Internet & Marketplaces
  • Digital Advertising & Media

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