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Soros Fund Management Reveals a 5.70% $KDK Stake

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

Here's what stood out today:

📌 Kodiak AI $KDK – Soros Fund Management disclosed a new 5.70% position in a 13G filing.

When Soros shows up in an early-stage AI and automation play, it’s worth paying attention.

📌 Acadia Healthcare $ACHC – Khrom Investments Fund filed a fresh 13D with a 5.50% stake.

A specialist investor is stepping in in size, potentially pushing for influence in the medical-care operator.

Here’s The Hot Corner, with data from October 1, 2025:

Click the table to enlarge it.

📌 Intuitive Surgical $ISRG, UnitedHealth $UNH, Intuit $INTU – Sen. Markwayne Mullin disclosed purchases across healthcare and software names.

Not massive in size, but notable diversification into leading franchises.

📌 Amazon $AMZN, Apple $AAPL, Alphabet $GOOGL, Oracle $ORCL, Meta $META, NVIDIA $NVDA, Qualcomm $QCOM, McDonald’s $MCD – Rep. Cleo Fields disclosed a broad set of buys spanning mega-cap tech and consumer giants.

That’s a full basket of U.S. market leadership, from semis to software to Big Tech – serious exposure across the board.

 

The video and the chartbook from the September 26 Hot Corner Insider Weekly Strategy Session are now available for Hot Corner Insider subscribers.

Stay tuned. We'll be back Friday with more insider activity.

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