Every weekend, I dive into our insider activity tracker looking for the most interesting and bullish buys — and this week, we saw action from big hedge funds, leadership conviction, and an unusual political move into mega-cap growth.
Here’s the most notable activity:
Let’s start with Kymera Therapeutics Inc $KYMR, where Baker Bros just dropped nearly $29 million in the open market.
That takes their stake in Kymera to over 10%.
When the best of biotech hedge funds is leaning in this aggressively, we take notice.
Next is Cidara Therapeutics Inc $CDTX — where RA Capital added a cool $100 million to their position.
They now own roughly 26% of the company.
RA Capital is one of the most respected names in healthcare investing — and this is a takeover-level stake.
We also saw a $1 million buy from the CEO of PVH Corp $PVH.
This is the parent company behind Calvin Klein and Tommy Hilfiger — and anytime the top exec is putting fresh cash into a consumer name, it’s worth paying attention.
And finally, Representative Cleo Fields disclosed owning between $1.75 million and $6.8 million worth of Nvidia $NVDA.
That’s unusually large for a political figure — and definitely caught our eye.
He also reported positions in $AMZN, $AAPL, $MSFT, $TSM, $GOOGL, $META, $PLTR, and $JPM. But they were nowhere near the size of Nvidia.
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