Director and 10% Owner Silver Lake Partners IV, L.P. sold 14K $DELL shares at $410.68, a $5.8M transaction The transaction reduced the disclosed stake by 23.1%, leaving 46.6K shares. Over 30 days, insiders reported $226.2M in sales; no purchases were reported.
Opened a new $AAPL position worth about $911.9M The new position holds about 3.6M shares, worth about $911.9M. Funds & Listed Vehicles weight rose 16.4 percentage points while Other weight fell 5.0 percentage points.
Cathie Wood (ARK Invest) recorded an estimated $11.2M of net buying in AI & Compute Infrastructure over seven days $META about $21.9M and $CRWV about $8.5M accounted for 94.6% of gross buying. At the same time, Cathie Wood (ARK Invest) recorded an estimated $29.3M of net selling in Software & Digital Platforms; the week's trading emphasis moved from Software & Digital Platforms toward AI & Compute Infrastructure.
Sell $4.9M of disclosed value in Datadog, Inc. $DDOG.
Sell $1.9M of disclosed value in Cintas Corporation $CTAS.
Sell $1.6M of disclosed value in Toyota Motor Corporation $TM.
Sell $965.0K of disclosed value in Domino's Pizza, Inc. $DPZ.
Sell $2M of disclosed value in Palantir Technologies Inc $PLTR.
Sell $1.6M of disclosed value in NRG Energy, Inc. $NRG.
Sell $5.2M of disclosed value in Morgan Stanley $MS.
Sell $19.8M of disclosed value in Monolithic Power Systems, Inc. - Common Stock $MPWR.
Sell $39.3M of disclosed value in Guardant Health, Inc. $GH.
Sell $8.0M of disclosed value in Affirm Holdings, Inc. $AFRM.
Sell $2.0M of disclosed value in Valero Energy Corporation $VLO.
Sell $7.1M of disclosed value in Visa Inc $V.
Sell $30.2M of disclosed value in Micron Technology Inc $MU.
