Market Signals

TRUMP ASKS SUPREME COURT TO INTERVENE IN WHITE HOUSE BALLROOM FIGHT - CBS

JAPAN'S DENTSU TO SHED 30% OF OVERSEAS UNITS AS AI UPENDS PLAYING FIELD - NIKKEI

THE BIG FOUR RECESSION INDICATORS: REAL RETAIL SALES - SEEKINGALPHA

INDIA MARKS 80TH INDEPENDENCE DAY WITH MILITARY DISPLAY - ALJAZEERA

US ANTI-BIAS AGENCY SAYS NIKE COMPLIED WITH SUBPOENA, DROPS LAWSUIT - YAHOO

📊 CDPQ 13F — Caisse de depot et placement du Quebec: $70.2B portfolio, 705 positions (Q2 2026)

📊 Longaeva 13F — Longaeva Partners L.P.: $4.6B portfolio, 333 positions (Q2 2026)

📊 Headwater 13F — Headwater Capital Co Ltd: $500M portfolio, 15 positions (Q2 2026)

📊 Alta Fox 13F — ALTA FOX CAPITAL MANAGEMENT, LLC: $497M portfolio, 15 positions (Q2 2026)

📊 Patient Capital 13F — Patient Capital Management, LLC: $3.1B portfolio, 40 positions (Q2 2026)

📊 Saudi PIF 13F — PUBLIC INVESTMENT FUND: $37.9B portfolio, 5 positions (Q2 2026)

📊 Greenhaven Road 13F — Greenhaven Road Investment Management, L.P.: $154M portfolio, 17 positions (Q2 2026)

📊 Mubadala 13F — Mubadala Investment Co PJSC: $34.8B portfolio, 72 positions (Q2 2026)

📊 Dorsey 13F — Dorsey Asset Management, LLC: $1.6B portfolio, 11 positions (Q2 2026)

📊 Tepper 13F — APPALOOSA LP: $7.7B portfolio, 27 positions (Q2 2026)

📊 Cohen 13F — Point72 Asset Management, L.P.: $90.7B portfolio, 2452 positions (Q2 2026)

📊 Vulcan 13F — Vulcan Value Partners, LLC: $3.3B portfolio, 36 positions (Q2 2026)

📊 KIC 13F — Korea Investment CORP: $52.7B portfolio, 677 positions (Q2 2026)

📊 Griffin 13F — CITADEL ADVISORS LLC: $875.1B portfolio, 7166 positions (Q2 2026)

📊 Dalio 13F — Bridgewater Associates, LP: $24.4B portfolio, 997 positions (Q2 2026)

📊 CPP 13F — CANADA PENSION PLAN INVESTMENT BOARD: $180.8B portfolio, 1694 positions (Q2 2026)

📊 Englander 13F — MILLENNIUM MANAGEMENT LLC: $276.3B portfolio, 4182 positions (Q2 2026)

📊 Siegel 13F — TWO SIGMA INVESTMENTS, LP: $138.1B portfolio, 3963 positions (Q2 2026)

📊 Coleman 13F — TIGER GLOBAL MANAGEMENT LLC: $24.0B portfolio, 46 positions (Q2 2026)

📊 Conestoga 13F — Conestoga Capital Advisors, LLC: $4.6B portfolio, 109 positions (Q2 2026)

📊 Laffont 13F — COATUE MANAGEMENT LLC: $48.6B portfolio, 66 positions (Q2 2026)

📊 Bloomstran 13F — SEMPER AUGUSTUS INVESTMENTS GROUP LLC: $885M portfolio, 50 positions (Q2 2026)

📊 Akre 13F — AKRE CAPITAL MANAGEMENT LLC: $5.1B portfolio, 19 positions (Q2 2026)

📊 Halvorsen 13F — VIKING GLOBAL INVESTORS LP: $35.1B portfolio, 90 positions (Q2 2026)

📊 Buffett 13F — Berkshire Hathaway Inc: $299.3B portfolio, 29 positions (Q2 2026)

📊 SoftBank 13F — SOFTBANK GROUP CORP.: $18.2B portfolio, 30 positions (Q2 2026)

📊 Klarman 13F — BAUPOST GROUP LLC/MA: $5M portfolio, 23 positions (Q2 2026)

📊 Mandel 13F — LONE PINE CAPITAL LLC: $16.4B portfolio, 34 positions (Q2 2026)

📊 NVIDIA 13F — NVIDIA CORP: $63.4B portfolio, 8 positions (Q2 2026)

📊 Simons 13F — RENAISSANCE TECHNOLOGIES LLC: $72.6B portfolio, 3140 positions (Q2 2026)

📊 Soros 13F — SOROS FUND MANAGEMENT LLC: $8.1B portfolio, 258 positions (Q2 2026)

$CRWV 🔴 Insider SELL: Magnetar Financial LLC SELLs 2,147,871 shares at ~$107.83 avg — worth $231.6M

YOUR GRANDFATHER'S MILITARY IS DEAD - ZEROHEDGE

$CRWV 🔴 Insider SELL: Magnetar Financial LLC SELLs 2,147,871 shares at ~$107.83 avg — worth $231.6M

$CRWV 🔴 Insider SELL: Magnetar Financial LLC SELLs 2,147,871 shares at ~$107.83 avg — worth $231.6M

$CRWV 🔴 Insider SELL: Magnetar Financial LLC SELLs 2,147,871 shares at ~$107.83 avg — worth $231.6M

$NTRA 🔴 Insider SELL: Sheena Jonathan SELLs 6,000 shares at $325.32 — worth $2.0M (0.5% ADV, 0.004% mkt cap)

$WBD 🔴 Insider SELL: Zaslav David SELLs 968,172 shares at ~$28.01 avg — worth $27.1M (+4 more) (4.2% ADV, 0.039% mkt cap ⚠️)

STRONG BEATS MASK ZILLOW’S (Z) RESTRUCTURING AND HEADWINDS - YAHOO

$QTWO 🔴 Insider SELL: Price Jonathan SELLs 77,180 shares at $65.71 — worth $5.1M

QUANTINUUM’S CLOUD DEAL WITH ORACLE SENDS CLEAR MESSAGE ON HYBRID AI - YAHOO

$LWAY 🔴 Insider SELL: SMOLYANSKY EDWARD SELLs 110,000 shares at ~$26.50 avg — worth $2.9M

$CUE 🔴 Insider SELL: Lin Shao-Lee SELLs 58,258 shares at ~$27.58 avg — worth $1.6M (+2 more)

$NEOG 🟢 Insider BUY: Nassif Mikheal BUYs 141,631 shares at $11.65 — worth $1.7M (+1 more)

$CRWD 🔴 Insider SELL: Kurtz George SELLs 20,000 shares at ~$223.09 avg — worth $4.5M (0.3% ADV, 0.002% mkt cap)