Bechtolsheim Andreas10% Owner
Sell $39M of disclosed value in Arista Networks Inc $ANET.
Sell
AI & Compute Infrastructure
- Last updated
- Jul 21, 2026
- Based on
- 158 actions
- Gurus considered
- 106
- Stocks covered
- 467
Compute, chips, cloud, networking, and data platforms powering AI workloads. This page tracks 158 investor, Congress, and insider actions tied to the broader AI & Compute Infrastructure category, connecting the industry classification with the people and institutions currently showing activity. It gives context from 106 gurus across 467 stocks, so the feed can be read as an industry-level signal rather than a loose list of single-stock events.
AI & Compute Infrastructure Smart Money Notes
Silver Lake Partners V DE, L.P.10% Owner
Sell $15.2M of disclosed value in Dell Technologies Inc $DELL.
Sell
Uang Du-TsuenChief Administration Officer
Sell $1.4M of disclosed value in ASE Technology Holding Co., Ltd. $ASX.
Sell
Sl Spv-2, L.p.Director, 10% Owner
Sell $25.9M of disclosed value in Dell Technologies Inc $DELL.
Sell
Viggiano AidanCFO
Sell $1.8M of disclosed value in Twilio Inc. $TWLO.
Sell
Prince MatthewDirector, CEO, Board Co-Chair, 10% Owner
Sell $37.9M of disclosed value in Cloudflare, Inc. $NET.
Sell
Sankar ShyamSee Remarks
Sell $24.1M of disclosed value in Palantir Technologies Inc $PLTR.
Sell
Ledbetter CarlDirector
Sell $1.3M of disclosed value in Cloudflare, Inc. $NET.
Sell
Korolenko AndreyChief Infrastructure Officer
Sell $8.0M of disclosed value in Nebius Group N.V. $NBIS.
Sell
Archer TimothyPresident, CEO
Sell $11.7M of disclosed value in Lam Research Corp $LRCX.
Sell
Shtan DanilaCTO
Sell $4.0M of disclosed value in Nebius Group N.V. $NBIS.
Sell
Higgins Bren D.EVP, CFO
Sell $7.4M of disclosed value in KLA Corporation $KLAC.
Sell
Volozh ArkadiyDirector, CEO, 10% Owner
Sell $11.0M of disclosed value in Nebius Group N.V. $NBIS.
Sell
Smith Gary BDirector, President, CEO
Sell $1.4M of disclosed value in Ciena Corporation $CIEN.
Sell
Roche VincentDirector, Chair, CEO
Sell $3.9M of disclosed value in Analog Devices Inc $ADI.
Sell
Phipps JasonSVP Global Sales, Marketing
Sell $1.2M of disclosed value in Ciena Corporation $CIEN.
Sell
Huffman Steve LaddDirector, CEO, President, 10% Owner
Sell $3.1M of disclosed value in Reddit, Inc. $RDDT.
Sell
Cheng Chi FungDirector, CTO
Sell $2.5M of disclosed value in CREDO TECH GROUP HOLDING LTD $CRDO.
Sell
Mosley William DDirector, CEO
Sell $6.8M of disclosed value in Seagate Technology Holdings plc $STX.
Sell
Wilkinson Mary BethEVP, CLO, Secretary
Sell $4.1M of disclosed value in KLA Corporation $KLAC.
Sell
Intrator Michael NDirector, CEO, President, 10% Owner
Sell $32.6M of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.
Sell
Cheng Chi FungDirector, CTO
Sell $7.7M of disclosed value in CREDO TECH GROUP HOLDING LTD $CRDO.
Sell
Venturo Brian MDirector, CSO
Sell $6.3M of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.
Sell
Shipchandler KhozemaDirector, CEO
Sell $3M of disclosed value in Twilio Inc. $TWLO.
Sell
Kosaraju SheelaSVP, GC
Sell $938.5K of disclosed value in Ciena Corporation $CIEN.
Sell
Merriman Dwight ADirector
Sell $5.2M of disclosed value in MongoDB, Inc. $MDB.
Sell
Seifert Thomas JCFO
Sell $2.7M of disclosed value in Cloudflare, Inc. $NET.
Sell
Hosein ClydeDirector
Sell $905.3K of disclosed value in CREDO TECH GROUP HOLDING LTD $CRDO.
Sell
Shipchandler KhozemaDirector, CEO
Sell $2.8M of disclosed value in Twilio Inc $TWLO.
Sell
Gage BrodieSVP Global Products, Supply
Sell $539.0K of disclosed value in Ciena Corporation $CIEN.
Sell
Showing 31-60 of 158