SoftBank Is Back for More BABA

Today’s most significant insider transaction comes via a 13G filing by SoftBank, which reported a fresh 8% stake in Alibaba $BABA.

This marks a notable shift in SoftBank's strategy after it nearly unloaded its entire BABA position last year.

Given the timing and size of the purchase, we’re treating it as a “new position.” And such fresh bets are always worth noting.

Director John Cote filed a Form 4 revealing a purchase of roughly $10 million in CompoSecure Inc $CMPO.

Here’s The Hot Corner, with data from February 14, 2025:

Broadwood Partners L.P. filed a Form 4 showing a $6.27 million purchase in Staar Surgical Co $STAA.

Last but not least, Rep. Michael McCaul of Texas reported a purchase worth between $100,000 and $250,000 in Humana Inc $HUM.