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Funds
3
Score
4.50
vs SPY
-42.0%
Stock return (since Q-end)
-39.9%
SPY return (since Q-end)
+2.1%
Current price
$290.52
Days to cover (short int.)
2.0d↓-4.4%
as of 2026-07-31
News Summary
PositiveAstera Labs delivered a dominant Q2 2026 beat with 104% YoY revenue growth to $392.4M and raised Q3 guidance to $540–560M (well above consensus), driven by accelerating Scorpio X-Series fabric switch ramp now expected to become the largest product family a quarter earlier than anticipated. Analyst price targets have surged from ~$250 to an average of ~$391–392 with 18 Buy ratings, reflecting confidence in AI infrastructure demand tailwinds and the company's expanding addressable market through optical interconnects and custom silicon roadmap.
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Whale Rock Capital | Alex Sacerdote | 1.6M | +1.6M | $757M | 6.1% | — | NEW |
| Maverick Capital | Lee Ainslie | 1.1M | +112K | $515M | 4.7% | +12% | Existing |
| Point72 | Steve Cohen | 14K | +14K | $7M | <0.1% | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Portfolio Context
Where ALAB ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.
Maverick Capital
position #3 of this fund's book
- 1NVIDIA CORPORATION$612M
- 2ADVANCED MICRO DEVICES INC$567M
- 3ASTERA LABS INC$515M
- 4INTEL CORP$512M
- 5ALPHABET INC$510M
- 6AMAZON COM INC$482M
Whale Rock Capital
position #5 of this fund's book
- 2ADVANCED MICRO DEVICES INC$877M
- 3ALPHABET INC$856M
- 4TTM TECHNOLOGIES INC$791M
- 5ASTERA LABS INC$757M
- 6AMAZON COM INC$583M
- 7CORNING INC$571M
- 8MKS INC.$566M
Values are quarter-end position sizes. Shown only for funds where ALAB ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Mohan Jitendra | Chief Executive Officer | SELL | 5K | $342.95 | $1.87M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 3K | $340.58 | $0.89M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 6K | $339.74 | $2.20M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 8K | $338.58 | $2.71M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 10K | $337.76 | $3.53M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 3K | $336.65 | $0.99M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 2K | $335.41 | $0.60M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 7K | $334.23 | $2.31M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 13K | $333.60 | $4.21M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 578 | $352.11 | $0.20M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 1K | $351.24 | $0.37M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 2K | $349.19 | $0.69M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 1K | $348.05 | $0.37M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 4K | $347.01 | $1.21M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 3K | $346.13 | $0.87M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 17K | $344.99 | $5.99M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 4K | $343.94 | $1.28M | 2026-08-17 | ↗ |
| Mohan Jitendra | Chief Executive Officer | SELL | 2K | $341.71 | $0.55M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 578 | $352.11 | $0.20M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 1K | $351.24 | $0.37M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 2K | $349.19 | $0.69M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 1K | $348.05 | $0.37M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 4K | $347.01 | $1.21M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 3K | $346.13 | $0.87M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 17K | $344.99 | $5.99M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 4K | $343.94 | $1.28M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 5K | $342.95 | $1.87M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 2K | $341.71 | $0.55M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 3K | $340.58 | $0.89M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 6K | $339.74 | $2.20M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 8K | $338.58 | $2.71M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 10K | $337.76 | $3.53M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 3K | $336.65 | $0.99M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 2K | $335.41 | $0.60M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 7K | $334.23 | $2.31M | 2026-08-17 | ↗ |
| Gajendra Sanjay | President and COO | SELL | 13K | $333.60 | $4.21M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 44 | $352.10 | $0.02M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 82 | $351.24 | $0.03M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 156 | $349.19 | $0.05M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 81 | $348.05 | $0.03M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 269 | $347.02 | $0.09M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 199 | $346.13 | $0.07M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 1K | $344.99 | $0.45M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 287 | $343.94 | $0.10M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 415 | $342.95 | $0.14M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 125 | $341.71 | $0.04M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 205 | $340.58 | $0.07M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 504 | $339.74 | $0.17M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 610 | $338.58 | $0.21M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 797 | $337.76 | $0.27M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 227 | $336.65 | $0.08M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 136 | $335.42 | $0.05M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 540 | $334.23 | $0.18M | 2026-08-17 | ↗ |
| Mazzara Philip | General Counsel and Secretary | SELL | 814 | $333.64 | $0.27M | 2026-08-17 | ↗ |
| Dyckerhoff Stefan A | — | SELL | 1K | $309.29 | $0.32M | 2026-08-06 | ↗ |
| Dyckerhoff Stefan A | — | SELL | 2K | $309.29 | $0.76M | 2026-08-06 | ↗ |
| Dyckerhoff Stefan A | — | SELL | 194 | $309.29 | $0.06M | 2026-08-06 | ↗ |
| Dyckerhoff Stefan A | — | SELL | 269 | $311.37 | $0.08M | 2026-08-06 | ↗ |
| Dyckerhoff Stefan A | — | SELL | 640 | $311.37 | $0.20M | 2026-08-06 | ↗ |
| Dyckerhoff Stefan A | — | SELL | 51 | $311.37 | $0.02M | 2026-08-06 | ↗ |
| Dyckerhoff Stefan A | — | SELL | 2K | $313.07 | $0.69M | 2026-08-06 | ↗ |
| Dyckerhoff Stefan A | — | SELL | 5K | $313.07 | $1.64M | 2026-08-06 | ↗ |
| Dyckerhoff Stefan A | — | SELL | 416 | $313.07 | $0.13M | 2026-08-06 | ↗ |
| ALBA MANUEL | — | SELL | 469 | $437.93 | $0.21M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 650 | $438.79 | $0.29M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 952 | $440.05 | $0.42M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 2K | $440.86 | $0.67M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 984 | $441.79 | $0.43M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 1K | $442.87 | $0.48M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 1K | $443.82 | $0.53M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 1K | $444.91 | $0.59M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 948 | $445.85 | $0.42M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 898 | $446.91 | $0.40M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 883 | $447.86 | $0.40M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 1K | $448.85 | $0.66M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 570 | $449.89 | $0.26M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 6K | $429.58 | $2.51M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 734 | $450.94 | $0.33M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 30K | $430.79 | $12.98M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 3K | $432.79 | $1.51M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 2K | $433.43 | $0.68M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 2K | $434.78 | $0.99M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 2K | $435.76 | $0.92M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 4K | $436.82 | $1.60M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 2K | $437.93 | $0.93M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 3K | $438.79 | $1.30M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 4K | $440.05 | $1.91M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 7K | $440.86 | $3.04M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 4K | $441.79 | $1.97M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 5K | $442.87 | $2.21M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 5K | $443.82 | $2.41M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 6K | $444.91 | $2.69M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 4K | $445.85 | $1.92M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 4K | $446.91 | $1.82M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 4K | $447.86 | $1.80M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 7K | $448.85 | $3.02M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 3K | $449.89 | $1.16M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 3K | $450.94 | $1.51M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 4K | $451.96 | $2.00M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 1K | $453.12 | $0.55M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 2K | $453.83 | $0.90M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 3K | $454.92 | $1.49M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 3K | $455.89 | $1.32M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 3K | $456.97 | $1.55M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 5K | $458.00 | $2.09M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 4K | $459.02 | $1.76M | 2026-07-01 | ↗ |
| Dyckerhoff Stefan A | — | SELL | 4K | $450.00 | $1.58M | 2026-07-01 | ↗ |
| Dyckerhoff Stefan A | — | SELL | 8K | $450.00 | $3.75M | 2026-07-01 | ↗ |
| Dyckerhoff Stefan A | — | SELL | 661 | $450.00 | $0.30M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 971 | $451.96 | $0.44M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 265 | $453.12 | $0.12M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 436 | $453.83 | $0.20M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 720 | $454.92 | $0.33M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 637 | $455.89 | $0.29M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 747 | $456.97 | $0.34M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 1K | $458.00 | $0.46M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 845 | $459.02 | $0.39M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 334 | $460.07 | $0.15M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 468 | $461.47 | $0.22M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 629 | $462.44 | $0.29M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 496 | $463.35 | $0.23M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 307 | $464.45 | $0.14M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 75 | $466.13 | $0.03M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 219 | $466.90 | $0.10M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 336 | $467.99 | $0.16M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 2K | $460.07 | $0.70M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 2K | $461.47 | $0.98M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 3K | $462.44 | $1.32M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 2K | $463.35 | $1.05M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 1K | $464.45 | $0.65M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 343 | $466.14 | $0.16M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 995 | $466.90 | $0.46M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 2K | $468.00 | $0.71M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 1K | $429.58 | $0.55M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 7K | $430.79 | $2.86M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 767 | $432.79 | $0.33M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 346 | $433.43 | $0.15M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 501 | $434.78 | $0.22M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 467 | $435.76 | $0.20M | 2026-07-01 | ↗ |
| ALBA MANUEL | — | SELL | 804 | $436.82 | $0.35M | 2026-07-01 | ↗ |
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| BlackRock, Inc. | SC 13G/A | 12.7M | 7.4% | 2026-07-27 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.