交易笔记
顶级投资人

顶级投资人

Warren BuffettCathie WoodLi LuRay DalioBill Ackman查看全部顶级投资人
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行业

AI & Compute

Semiconductors & AcceleratorsCloud & AI PlatformsData Center & NetworkingView all AI & Compute
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2024年6月市场动作

每日每周每月每年
全部投资人调仓国会交易高管交易

Argos Holdings GP LLC10% Owner

Sell $617.5M of disclosed value in Chewy Inc $CHWYCHWYChewy Inc20,775 FollowersFollow.

CHWY高管交易Consumer CyclicalSpecialty Retail
Sell

Hutton Keith ADirector, President of Prod & Develop, 10% Owner

Buy $17.6M of disclosed value in TXO Partners, L.P. $TXOTXOTXO Partners, L.P.12,331 FollowersFollow.

TXO高管交易EnergyOil & Gas Exploration & Production
Buy

Lin Frank HurstDirector, 10% Owner

Sell $2.6B of disclosed value in GigaCloud Technology Inc. $GCTGCTGigaCloud Technology Inc.23,192 FollowersFollow.

GCT高管交易TechnologySoftware - Infrastructure
Sell

Vickery Alissa BCAO

Sell $2.9M of disclosed value in CORPAY INC CMN $CPAYCPAYCORPAY INC CMN3,781 FollowersFollow.

CPAY高管交易TechnologySoftware - Infrastructure
Sell

Miller James B JrDirector

Buy $6.8M of disclosed value in American Software, Inc. $AMSWAAMSWAAmerican Software, Inc.22,097 FollowersFollow.

AMSWA高管交易TechnologySoftware - Application
Buy

Simpson Bob RDirector, Chair & CEO, 10% Owner

Buy $2.0M of disclosed value in TXO Partners, L.P. $TXOTXOTXO Partners, L.P.12,331 FollowersFollow.

TXO高管交易EnergyOil & Gas Exploration & Production
Buy

Hovnanian Ara KDirector, Chair of Bd., Pres. & CEO, 10% Owner

Sell $72.7M of disclosed value in Hovnanian Enterprises, Inc. $HOVHOVHovnanian Enterprises, Inc.24,527 FollowersFollow.

HOV高管交易Consumer CyclicalResidential Construction
Sell

Evans John M.Director, CEO

Sell $1.5M of disclosed value in Beam Therapeutics Inc. $BEAMBEAMBeam Therapeutics Inc.11,407 FollowersFollow.

BEAM高管交易HealthcareBiotechnology
Sell

Schorsch Nicholas S10% Owner

Sell $240.5M of disclosed value in Global Net Lease, Inc. $GNLGNLGlobal Net Lease, Inc.23,525 FollowersFollow.

GNL高管交易Real EstateREIT - Diversified
Sell

Silverman Peter B.COO & GC

Sell $4.1M of disclosed value in Merus N.V. $MRUSMRUSMerus N.V.16,227 FollowersFollow.

MRUS高管交易HealthcareBiotechnology
Sell

Gulati HardeepDirector, CEO

Sell $149.1M of disclosed value in PowerSchool Holdings, Inc. $PWSCPWSCPowerSchool Holdings, Inc.14,327 FollowersFollow.

PWSC高管交易TechnologySoftware - Application
Sell

Fund 1 Investments, LLC10% Owner

Buy $1.2B of disclosed value in Citi Trends, Inc. $CTRNCTRNCiti Trends, Inc.8,141 FollowersFollow.

CTRN高管交易Consumer CyclicalApparel - Retail
Buy

Friedman Gary GDirector, Chair & CEO, 10% Owner

Buy $2.7B of disclosed value in RH (2) $RHRHRH (2)3,414 FollowersFollow.

RH高管交易Consumer CyclicalSpecialty Retail
Buy

Otto AlexanderDirector

Sell $3.2B of disclosed value in SITE Centers Corp. $SITCSITCSITE Centers Corp.18,277 FollowersFollow.

SITC高管交易Real EstateREIT - Retail
Sell

Garchik Stephen Jeffrey10% Owner

Buy $1.1M of disclosed value in authID Inc. $AUIDAUIDauthID Inc.21,231 FollowersFollow.

AUID高管交易TechnologySoftware - Infrastructure
Buy

Lone Star Friends Trust10% Owner

Sell $8.4M of disclosed value in System1, Inc. $SSTSSTSystem1, Inc.11,220 FollowersFollow.

SST高管交易IndustrialsSpecialty Business Services
Sell

Data J RandallPRES., HEATING & GLOBAL OPER

Sell $32.7M of disclosed value in SPX Corporation $SPXCSPXCSPX Corporation1,128 FollowersFollow.

SPXC高管交易IndustrialsIndustrial - Machinery
Sell

Mendelson Eric ADirector, Co-President

Sell $230.2M of disclosed value in HEICO Corporation $HEI-AHEI-AHEICO Corporation21,504 FollowersFollow.

HEI-A高管交易IndustrialsAerospace & Defense
Sell

Mendelson Eric ADirector, Co-President

Sell $86.1M of disclosed value in Heico Corp $HEIHEIHeico Corp24,204 FollowersFollow.

HEI高管交易IndustrialsAerospace & Defense
Sell

Kessler JonDirector, President & CEO

Sell $85.9M of disclosed value in HealthEquity, Inc. - Common Stock $HQYHQYHealthEquity, Inc. - Common Stock24,592 FollowersFollow.

HQY高管交易HealthcareMedical - Healthcare Information Services
Sell

历史归档

20267,002
202516,351
202415,690
  • December1,773
  • November1,200
  • October1,337
  • September1,714
  • August1,618
  • July1,228
  • June1,357
  • May1,192
  • April1,076
  • March1,489
  • February773
  • January933
202314,538
202213,188
202111,309

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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