The Insider Ledger

Weekly intelligence from public SEC filings

Nothing on this site is investment advice. It is an automated research digest of public SEC filings.

ai_infrastructure

What am I looking at?

All tracked filing activity in this sector. Capital committed sums disclosed values of insider purchases, new and increased fund positions, and activist stakes across the full tracked history; new versus follow-on distinguishes first-time from repeated quarterly 13F positions. Weekly commentary comes from the editions that discussed this sector, and stocks are ranked by their current signal score.
$3.2B
Capital committed
6
Active investors
13
New positions
2
Follow-on adds

Weekly commentary

2026-W34 — Two of the quarter's most striking convergence stories sit outside the traditional public semiconductor names: SpaceX and Cerebras Systems, both privately held or thinly public, each picked up three-to-four independent institutional stakes this quarter worth a combined roughly $7.4B — a notable amount of capital flowing into names that are harder for public-market investors to access directly.

Stocks

Active investors