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
历史归档
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AI & Compute

Semiconductors & AcceleratorsCloud & AI PlatformsData Center & NetworkingView all AI & Compute
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2025年10月25日 - 2025年10月31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
Sep 27 - Oct 3Oct 4 - 10Oct 11 - 17Oct 18 - 24Oct 25 - 31

Ocampo Susan10% Owner

Sell $5.3B of disclosed value in MACOM Technology Solutions Holdings, Inc. - Common Stock $MTSIMTSIInc. - Common Stock18,077 FollowersFollow.

MTSI高管交易TechnologySemiconductors
Sell

D'amico Lance ESr. VP, Secretary & GenCounsel

Sell $16.8M of disclosed value in Amphenol Corp $APHAPHAmphenol Corp17,817 FollowersFollow.

APH高管交易TechnologyHardware, Equipment & Parts
Sell

Lefkofsky Eric PDirector, CEO & Chair, 10% Owner

Sell $6.8B of disclosed value in TEMPUS AI INC $TEMTEMTEMPUS AI INC11,740 FollowersFollow.

TEM高管交易HealthcareMedical - Healthcare Information Services
Sell

Doherty William JPresident, CS Division

Sell $11.3M of disclosed value in Amphenol Corp $APHAPHAmphenol Corp17,817 FollowersFollow.

APH高管交易TechnologyHardware, Equipment & Parts
Sell

Berg JeffreyDirector

Sell $138.4M of disclosed value in Oracle Corporation Common Stock $ORCLORCLOracle Corporation Common Stock3,244 FollowersFollow.

ORCL高管交易TechnologySoftware - Infrastructure
Sell

Ra Capital Management, L.p.10% Owner

Sell $205.1M of disclosed value in Vor Biopharma Inc. $VORVORVor Biopharma Inc.13,977 FollowersFollow.

VOR高管交易HealthcareBiotechnology
Sell

Schwab Charles R.Director, Co-Chair

Sell $9.6B of disclosed value in Charles Schwab Corporation $SCHWSCHWCharles Schwab Corporation12,159 FollowersFollow.

SCHW高管交易Financial ServicesFinancial - Capital Markets
Sell

Galtney William F JrDirector

Buy $3.5M of disclosed value in Everest Group, Ltd. Common Stock $EGEGEverest Group, Ltd. Common Stock3,010 FollowersFollow.

EG高管交易Financial ServicesInsurance - Reinsurance
Buy

8 Rivers Capital, LLC10% Owner

Sell $58.5M of disclosed value in NET Power Inc. $NPWRNPWRNET Power Inc.20,157 FollowersFollow.

NPWR高管交易IndustrialsIndustrial - Machinery
Sell

Dube Eric MDirector, CEO

Sell $40.1M of disclosed value in Travere Therapeutics, Inc. $TVTXTVTXTravere Therapeutics, Inc.12,582 FollowersFollow.

TVTX高管交易HealthcareBiotechnology
Sell

Npeh, LLC10% Owner

Sell $58.5M of disclosed value in NET Power Inc. $NPWRNPWRNET Power Inc.20,157 FollowersFollow.

NPWR高管交易IndustrialsIndustrial - Machinery
Sell

Mercado, Pablo G.Director

Sell $2.5M of disclosed value in Comfort Systems USA Inc $FIXFIXComfort Systems USA Inc22,421 FollowersFollow.

FIX高管交易IndustrialsEngineering & Construction
Sell

Rozanski HoracioDirector, President & CEO

Buy $2.0M of disclosed value in Booz Allen Hamilton Holding Corporation $BAHBAHBooz Allen Hamilton Holding Corporation18,313 FollowersFollow.

BAH高管交易IndustrialsConsulting Services
Buy

Lynx1 Capital Management LP10% Owner

Buy $1.4M of disclosed value in Cullinan Therapeutics, Inc. $CGEMCGEMCullinan Therapeutics, Inc.19,244 FollowersFollow.

CGEM高管交易HealthcareMedical - Pharmaceuticals
Buy

Alvarez MiguelSVP

Sell $1.3M of disclosed value in Steel Dynamics Inc $STLDSTLDSteel Dynamics Inc4,601 FollowersFollow.

STLD高管交易Basic MaterialsSteel
Sell

Saba Capital Management, L.P.10% Owner

Sell $1.7B of disclosed value in BlackRock ESG Capital Allocation Trust $ECATECATBlackRock ESG Capital Allocation Trust2,865 FollowersFollow.

ECAT高管交易Financial ServicesAsset Management
Sell

Koellner Laurette TDirector

Buy $4.3M of disclosed value in Celestica Inc $CLSCLSCelestica Inc19,626 FollowersFollow.

CLS高管交易TechnologyHardware, Equipment & Parts
Buy

Murphy Mark W.EVP & Chief Info Digital Off

Sell $27.3M of disclosed value in 3M Co $MMMMMM3M Co5,261 FollowersFollow.

MMM高管交易IndustrialsConglomerates
Sell

Hatto ChristopherVP & CAO

Sell $1.1M of disclosed value in General Motors Company $GMGMGeneral Motors Company3,078 FollowersFollow.

GM高管交易Consumer CyclicalAuto - Manufacturers
Sell

Watanabe ToddDirector, See Remarks

Sell $1.0M of disclosed value in Arcutis Biotherapeutics, Inc. - Common stock $ARQTARQTArcutis Biotherapeutics, Inc. - Common stock18,612 FollowersFollow.

ARQT高管交易HealthcareBiotechnology
Sell

历史归档

20267,007
202516,351
  • December1,623
  • November1,212
  • October1,555
  • September1,974
  • August1,495
  • July1,298
  • June1,720
  • May1,172
  • April1,268
  • March1,427
  • February600
  • January1,007
202415,690
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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