Moving with its ai chips & networking peers
- ALAB −5.26% on the last session vs SPY −0.29%: −5.0 pts of stock-specific move.
- AI chips & networking basket -4.5% (-4.2 pts vs SPY; ANET -7.5%, AMD -5.8%, MRVL -5.2%, CRDO -3.8%): the stock moved with its peers.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.8× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Stefan A Dyckerhoff | Director | Sell | 10b5-1 plan | 12,499 | $274.96 | $3.4M | Sep 3 |
| Sep 1, 2026 | Manuel Alba | Director | Sell | 10b5-1 plan | 183,000 | $280.13 | $51.3M | Sep 3 |
| Aug 17, 2026 | Jitendra Mohan | CEO | Sell | unplanned | 90,630 | $340.35 | $30.8M | Aug 19 |
| Aug 17, 2026 | Philip Mazzara | General Counsel | Sell | unplanned | 6,801 | $340.50 | $2.3M | Aug 19 |
| Aug 17, 2026 | Sanjay Gajendra | COO | Sell | unplanned | 90,630 | $340.35 | $30.8M | Aug 19 |
| Aug 6, 2026 | Stefan A Dyckerhoff | Director | Sell | 10b5-1 plan | 12,499 | $311.83 | $3.9M | Aug 10 |
| Jul 1, 2026 | Stefan A Dyckerhoff | Director | Sell | 10b5-1 plan | 12,499 | $450.00 | $5.6M | Jul 2 |
| Jul 1, 2026 | Manuel Alba | Director | Sell | 10b5-1 plan | 136,974 | $442.01 | $60.5M | Jul 6 |
| Jul 1, 2026 | Manuel Alba | Director | Sell | 10b5-1 plan | 37,535 | $447.39 | $16.8M | Jul 6 |
| Jul 1, 2026 | Manuel Alba | Director | Sell | 10b5-1 plan | 8,491 | $458.38 | $3.9M | Jul 6 |
| Jun 24, 2026 | Bethany Mayer | Director | Sell | 10b5-1 plan | 686 | $395.04 | $271K | Jun 26 |
| Jun 4, 2026 | Jack R Lazar | Director | Sell | 10b5-1 plan | 10,000 | $355.17 | $3.6M | Jun 8 |
| Jun 3, 2026 | Stefan A Dyckerhoff | Director | Sell | 10b5-1 plan | 12,499 | $364.35 | $4.6M | Jun 5 |
| May 21, 2026 | Philip Mazzara | General Counsel | Sell | unplanned | 796 | $291.03 | $231.7K | May 26 |
| May 21, 2026 | Sanjay Gajendra | COO | Sell | 10b5-1 plan | 400,000 | $290.30 | $116.1M | May 26 |
| May 19, 2026 | Jitendra Mohan | CEO | Sell | 10b5-1 plan | 139,951 | $223.61 | $31.3M | May 20 |
| May 19, 2026 | Sanjay Gajendra | COO | Sell | 10b5-1 plan | 280,000 | $249.19 | $69.8M | May 21 |
| May 18, 2026 | Philip Mazzara | General Counsel | Sell | unplanned | 14,076 | $231.78 | $3.3M | May 20 |
| May 18, 2026 | Sanjay Gajendra | COO | Sell | unplanned | 95,444 | $225.02 | $21.5M | May 20 |
| May 18, 2026 | Jitendra Mohan | CEO | Sell | unplanned | 95,444 | $225.02 | $21.5M | May 20 |
| May 7, 2026 | Stefan A Dyckerhoff | Director | Sell | 10b5-1 plan | 12,499 | $200.03 | $2.5M | May 11 |
| May 7, 2026 | Jitendra Mohan | CEO | Sell | 10b5-1 plan | 139,951 | $200.16 | $28M | May 11 |
| May 7, 2026 | Sanjay Gajendra | COO | Sell | 10b5-1 plan | 230,639 | $198.22 | $45.7M | May 11 |
| May 7, 2026 | Sanjay Gajendra | COO | Sell | 10b5-1 plan | 49,361 | $199.21 | $9.8M | May 11 |
| Apr 20, 2026 | Stefan A Dyckerhoff | Director | Sell | 10b5-1 plan | 24,998 | $175.06 | $4.4M | Apr 21 |
| Apr 20, 2026 | Jitendra Mohan | CEO | Sell | 10b5-1 plan | 335,881 | $172.24 | $57.9M | Apr 21 |
| Apr 15, 2026 | Jitendra Mohan | CEO | Sell | 10b5-1 plan | 2,967 | $174.60 | $518K | Apr 16 |
| Apr 10, 2026 | Jitendra Mohan | CEO | Sell | 10b5-1 plan | 123,750 | $149.68 | $18.5M | Apr 14 |
| Apr 1, 2026 | Philip Mazzara | General Counsel | Sell | 10b5-1 plan | 10,000 | $107.77 | $1.1M | Apr 3 |
| Apr 1, 2026 | Manuel Alba | Director | Sell | 10b5-1 plan | 183,000 | $107.61 | $19.7M | Apr 3 |
| Mar 17, 2026 | Jitendra Mohan | CEO | Sell | 10b5-1 plan | 157,500 | $131.58 | $20.7M | Mar 19 |
| Mar 16, 2026 | Jack R Lazar | Director | Sell | 10b5-1 plan | 2,500 | $130.00 | $325K | Mar 17 |
| Mar 5, 2026 | Jack R Lazar | Director | Sell | 10b5-1 plan | 7,500 | $119.80 | $898.5K | Mar 9 |
| Mar 2, 2026 | Philip Mazzara | General Counsel | Sell | 10b5-1 plan | 10,000 | $117.47 | $1.2M | Mar 4 |
| Feb 17, 2026 | Philip Mazzara | General Counsel | Sell | unplanned | 4,849 | $123.80 | $600.3K | Feb 19 |
| Feb 17, 2026 | Michael Truett Tate | CFO | Sell | unplanned | 12,001 | $123.81 | $1.5M | Feb 19 |
| Feb 17, 2026 | Sanjay Gajendra | COO | Sell | unplanned | 94,971 | $123.81 | $11.8M | Feb 19 |
| Feb 17, 2026 | Jitendra Mohan | CEO | Sell | unplanned | 94,971 | $123.81 | $11.8M | Feb 19 |
| Jan 2, 2026 | Philip Mazzara | General Counsel | Sell | 10b5-1 plan | 10,000 | $178.41 | $1.8M | Jan 6 |
| Dec 1, 2025 | Manuel Alba | Director | Sell | 10b5-1 plan | 150,000 | $166.18 | $24.9M | Dec 3 |
| Dec 1, 2025 | Manuel Alba | Director | Sell | 10b5-1 plan | 33,000 | $166.18 | $5.5M | Dec 3 |
| Nov 20, 2025 | Jack R Lazar | Director | Sell | 10b5-1 plan | 2,500 | $149.55 | $373.9K | Nov 21 |
| Nov 17, 2025 | Jitendra Mohan | CEO | Sell | unplanned | 90,459 | $144.69 | $13.1M | Nov 19 |
| Nov 17, 2025 | Sanjay Gajendra | COO | Sell | unplanned | 90,459 | $144.69 | $13.1M | Nov 19 |
| Nov 17, 2025 | Michael Truett Tate | CFO | Sell | unplanned | 11,430 | $144.69 | $1.7M | Nov 19 |
| Nov 17, 2025 | Philip Mazzara | General Counsel | Sell | unplanned | 4,620 | $144.69 | $668.5K | Nov 19 |
| Oct 1, 2025 | Philip Mazzara | General Counsel | Sell | 10b5-1 plan | 10,000 | $192.16 | $1.9M | Oct 3 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Bridgewater (Ray Dalio's firm) | 992 | $479.2K | 0.00% | -100% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q2 2026 | 749,948 | $362.2M | 0.0% | Aug 14 |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q1 2026 | 510,410 | $55.9M | 0.4% | May 15 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves