Market Signals

📊 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)

$BE 🔴 Insider SELL: CHAMBERS JOHN T SELLs 15,000 shares at $250.00 — worth $3.8M

$KTOS 🔴 Insider SELL: DEMARCO ERIC M SELLs 300,000 shares at ~$64.33 avg — worth $19.3M

$OTLK 🟢 Insider BUY: Sukhtian Ghiath M. BUYs 2,525,252 shares at $0.99 — worth $2.5M (+1 more)

ENERGY DRINKS OVERTAKE COFFEE AS GEN Z'S PRIMARY CAFFEINE SOURCE - ZEROHEDGE

BESSENT: US READIES ECONOMIC ISOLATION OF IRAN "LIKE THE WORLD HAS NEVER SEEN BEFORE" - ZEROHEDGE

$OTLK 🟢 Insider BUY: Sukhtian Ghiath M. BUYs 2,525,252 shares at $0.99 — worth $2.5M (+1 more)

$W 🔴 Insider SELL: Shah Niraj SELLs 69,000 shares at ~$103.36 avg — worth $7.1M (2.0% ADV, 0.051% mkt cap)

$W 🔴 Insider SELL: Conine Steven SELLs 69,000 shares at ~$103.36 avg — worth $7.1M (2.0% ADV, 0.051% mkt cap)

$RYTM 🔴 Insider SELL: Lee Jennifer Kayden SELLs 75,834 shares at $117.38 — worth $8.9M (+4 more)

TRUMP DISMISSES MENTAL HEALTH CONCERNS ON USS LINCOLN AIRCRAFT CARRIER - ALJAZEERA

KNIGHT-SWIFT TRANSPORTATION HOLDINGS (KNX) GAINS FROM PRICING POWER - YAHOO

$BETA 🔴 Insider SELL: Clark Kyle SELLs 45,000 shares at ~$24.77 avg — worth $1.1M

$APPF 🔴 Insider SELL: DUCA MAURICE J SELLs 6,693 shares at ~$198.93 avg — worth $1.3M (1.5% ADV, 0.019% mkt cap)

$ANET 🔴 Insider SELL: Ullal Jayshree SELLs 573,509 shares at ~$208.13 avg — worth $119.4M (8.1% ADV, 0.044% mkt cap ⚠️)

JAPAN USED IPHONE, SERVER SALES SURGE AS MEMORY PRICES SOAR - NIKKEI

VC FIRM WITH TIES TO SIRI TO LAUNCH JAPAN FUND FOR AI, SPACE STARTUPS - NIKKEI

NEW AERIAL VIDEO REVEALS HUGE SCALE OF OIL SPILL OFF OMAN - ALJAZEERA