10 Stocks Jim Cramer Discussed & Continued To Talk About AI & Enterprise Software
In a recent tweet, Jim Cramer continued to discuss the private equity industry with respect to enterprise software firms.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Newlands Management Operations LLC Michael Abramson And Jan Koum | 7,068,299 | $1,600,828,358 | 8.25% | |
| 2. | Coatue Management Philippe Laffont | 4,365,365 | $988,667,865 | +78% | 2.47% |
| 3. | Durable Capital Partners Henry Ellenbogen | 3,578,745 | $810,514,168 | +115% | 7.67% |
| 4. | Marshall Wace LLP Paul Marshall And Ian Wace | 3,006,774 | $680,974,177 | +49% | 0.62% |
| 5. | Lone Pine Capital Stephen Mandel | 2,529,879 | $572,966,996 | 4.21% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $199.83 | 23,106 | $4,617,179.56 | 514,047 | 2025-11-26 | Filing | |
| $199.06 | 76,758 | $15,279,570.29 | 490,941 | 2025-11-26 | Filing | |
| $198.12 | 25,136 | $4,979,989.56 | 414,183 | 2025-11-26 | Filing | |
| $196.65 | 200 | $39,330.00 | 389,047 | 2025-11-25 | Filing | |
| $195.94 | 55,178 | $10,811,472.48 | 388,847 | 2025-11-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $175.50 | 907 | $159,174.87 | 22,647 | 2026-02-20 | Filing | |
| $175.50 | 8,346 | $1,464,689.62 | 90,672 | 2026-02-20 | Filing | |
| $175.50 | 15,692 | $2,753,883.23 | 858,438 | 2026-02-20 | Filing | |
| $175.50 | 4,928 | $864,844.29 | 61,559 | 2026-02-20 | Filing | |
| $175.50 | 2,693 | $472,610.73 | 84,539 | 2026-02-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 43,426,479 | $9,835,228,964 | 0.14% | |
| 2. | 31,686,624 | $7,176,386,604 | 51.22% | |
| 3. | 27,820,578 | $6,300,804,334 | 0.11% | |
| 4. | 17,536,824 | $3,971,740,549 | 0.24% | |
| 5. | 15,761,072 | $3,569,567,587 | 0.12% |