Jim Cramer Recently Looked at These 25 Stocks
We're in critical short supply for all sorts of chips that are needed in the data center... It wasn't easy to forecast this boom, I admit, as recently as one year ago.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Baker Bros. Advisors Julian Baker And Felix Baker | 10,012,267 | $280,143,231 | +24% | 1.64% |
| 2. | Renaissance Technologies Jim Simons | 6,668,028 | $186,571,423 | +6% | 0.29% |
| 3. | Commodore Capital Egen Atkinson And Michael Kramarz | 3,550,000 | $99,329,000 | +15% | 6.61% |
| 4. | Deep Track Capital David Kroin | 2,000,000 | $55,960,000 | 1% | |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,450,841 | $40,594,531 | +21% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.31 | 35,000 | $815,734.50 | 80,000 | 2022-11-14 | Filing | |
| $23.43 | 427 | $10,004.61 | 9,366 | 2022-03-04 | Filing | |
| $30.22 | 1,650 | $49,860.40 | 1,650 | 2021-08-23 | Filing | |
| $26.43 | 10,000 | $264,269.00 | 10,000 | 2021-08-02 | Filing | |
| $19.65 | 6,940 | $136,371.00 | 11,242 | 2020-02-24 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.54 | 4,000 | $134,160.00 | 57,740 | 2026-02-02 | Filing | |
| $34.24 | 5,000 | $171,224.50 | 61,740 | 2026-02-02 | Filing | |
| $34.78 | 32,113 | $1,116,877.29 | 103,744 | 2026-02-02 | Filing | |
| $34.34 | 29,087 | $998,795.22 | 135,857 | 2026-02-02 | Filing | |
| $30.00 | 5,000 | $150,005.00 | 61,740 | 2026-01-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 28,272,412 | $791,062,090 | 0.01% | |
| 2. | 18,007,364 | $503,846,044 | 0.01% | |
| 3. | 9,472,858 | $265,050,567 | 0.01% | |
| 4. | 5,956,824 | $166,671,997 | 0.08% | |
| 5. | 5,184,547 | $145,063,637 | 0.01% |