交易笔记
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Warren BuffettCathie WoodLi LuRay DalioBill Ackman查看全部顶级投资人
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AI & Compute

Semiconductors & AcceleratorsCloud & AI PlatformsData Center & NetworkingView all AI & Compute
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2026年5月19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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Aes Corp10% Owner

Sell $211.4M of disclosed value in Fluence Energy, Inc. $FLNCFLNCFluence Energy, Inc.17,691 FollowersFollow.

FLNC高管交易UtilitiesRenewable Utilities
Sell

Robbins Larry

Sell $187.3M of disclosed value in CVS Health Corporation $CVSCVSCVS Health Corporation19,936 FollowersFollow.

CVS高管交易Retail TradeRetail-Drug Stores and Proprietary Stores
Sell

Blackstone Treasury Holdings III L.L.C.10% Owner

Buy $208.9M of disclosed value in Blackstone Digital Infrastructure Trust Inc. $BXDCBXDCBlackstone Digital Infrastructure Trust Inc.5,749 FollowersFollow.

BXDC高管交易Real EstateREIT - Specialty
Buy

Ftv VII, L.p.10% Owner

Sell $892M of disclosed value in Neptune Insurance Holdings Inc. $NPNPNeptune Insurance Holdings Inc.3,298 FollowersFollow.

NP高管交易TechnologySoftware - Application
Sell

Cynosure Group, LLC10% Owner

Buy $186.7M of disclosed value in Black Rock Coffee Bar, Inc. Class A Common Stock $BRCBBRCBBlack Rock Coffee Bar, Inc. Class A Common Stock23,951 FollowersFollow.

BRCB高管交易Consumer DefensiveFood Confectioners
Buy

BSIV Hold 101, LP10% Owner

Sell $779.5M of disclosed value in Neptune Insurance Holdings Inc. $NPNPNeptune Insurance Holdings Inc.3,298 FollowersFollow.

NP高管交易TechnologySoftware - Application
Sell

Hoffman ReidDirector

Sell $19.6M of disclosed value in Aurora Innovation, Inc. $AUROWAUROWAurora Innovation, Inc.19,238 FollowersFollow.

AUROW高管交易TechnologyInformation Technology Services
Sell

Hoffman ReidDirector

Sell $18.1M of disclosed value in Aurora Innovation, Inc. $AURAURAurora Innovation, Inc.17,982 FollowersFollow.

AUR高管交易TechnologyInformation Technology Services
Sell

Heritage Group10% Owner

Sell $20.4M of disclosed value in Calumet, Inc. $CLMTCLMTCalumet, Inc.24,304 FollowersFollow.

CLMT高管交易EnergyOil & Gas Exploration & Production
Sell

Silver Point Capital L.P.

Buy $17.0M of disclosed value in Class I Common Stock, par value $0.001 per share $NONENONEClass I Common Stock, par value $0.001 per share18,904 FollowersFollow.

NONE高管交易UnclassifiedUnclassified Disclosure Entry
Buy

Dart Kenneth Bryan10% Owner

Buy $16.8M of disclosed value in Flutter Entertainment plc $FLUTFLUTFlutter Entertainment plc17,925 FollowersFollow.

FLUT高管交易Consumer CyclicalGambling, Resorts & Casinos
Buy

Oconnor Sean MichaelDirector, Executive Vice-Chair-Board

Sell $416.1M of disclosed value in StoneX Group Inc. $SNEXSNEXStoneX Group Inc.22,638 FollowersFollow.

SNEX高管交易Financial ServicesFinancial - Capital Markets
Sell

Chuang Tzu-SouVP

Sell $14.0M of disclosed value in Taiwan Semiconductor Manufacturing Company Ltd. $TSMTSMTaiwan Semiconductor Manufacturing Company Ltd.12,174 FollowersFollow.

TSM高管交易TechnologySemiconductors
Sell

Lin Chih-HsiangDirector, President & CEO

Sell $10.0M of disclosed value in Applied Optoelectronics, Inc. $AAOIAAOIApplied Optoelectronics, Inc.2,202 FollowersFollow.

AAOI高管交易TechnologySemiconductors
Sell

Yoshida KenichiroDirector

Sell $9.0M of disclosed value in Sony Group Corporation American Depositary Shares $SONYSONYSony Group Corporation American Depositary Shares23,879 FollowersFollow.

SONY高管交易TechnologyConsumer Electronics
Sell

Collins SpencerCLO

Sell $8.8M of disclosed value in ARM HOLDINGS PLC $ARMARMARM HOLDINGS PLC17,884 FollowersFollow.

ARM高管交易ManufacturingSemiconductors & Related Devices
Sell

Lucas BruceDirector, CEO, 10% Owner

Sell $2B of disclosed value in Slide Insurance Holdings, Inc. Common Stock $SLDESLDESlide Insurance Holdings, Inc. Common Stock20,666 FollowersFollow.

SLDE高管交易Financial ServicesInsurance - Property & Casualty
Sell

Rasmussen Kris

Sell $8.2M of disclosed value in FIGMA INC -REDH $FIGFIGFIGMA INC -REDH22,404 FollowersFollow.

FIG高管交易ServicesServices-Prepackaged Software
Sell

Cothran Brian

Sell $7.0M of disclosed value in VENTURE GLOBAL INC $VGVGVENTURE GLOBAL INC3,537 FollowersFollow.

VG高管交易Transportation, Communications & UtilitiesNatural Gas Distribution
Sell

Yeh Shu-Hua*** See Remarks

Sell $6.8M of disclosed value in Applied Optoelectronics, Inc. $AAOIAAOIApplied Optoelectronics, Inc.2,202 FollowersFollow.

AAOI高管交易TechnologySemiconductors
Sell

历史归档

20266,853
  • June981
  • May956
  • April1,580
  • March1,555
  • February569
  • January1,212
202516,004
202415,420
202314,205
202212,770
202110,785

现代市场行业

AI & Compute

  • Semiconductors & Accelerators
  • Cloud & AI Platforms
  • Data Center & Networking

Software & Digital

  • Enterprise Software
  • Cybersecurity
  • DevTools & Observability
  • Consumer Internet & Marketplaces
  • Digital Advertising & Media

Healthcare

  • GLP-1 & Metabolic Health
  • Biotech & Oncology
  • Medical Devices & Diagnostics
  • Healthcare Services
  • Pharmaceuticals

Finance & Energy

  • Banks & Capital Markets
  • Asset Management & Exchanges
  • Insurance
  • Payments & Fintech
  • Digital Assets
  • Oil, Gas & Fuels

现代分类

  • AI & Compute Infrastructure
  • Software & Digital Platforms
  • Healthcare Innovation
  • Financial Infrastructure
  • Energy & Grid

细分行业

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

动作类型

  • 投资人调仓
  • 高管交易
  • 国会交易
  • 股票动向

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