| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Paul Tudor Jones / Tudor | 63 | New buy | 127,466 | $16,170,337 | 0.0% |
| Bridgewater | 56 | New buy | 9,086 | $1,152,650 | 0.0% |
| François Rochon / Giverny | 67 | Added +1% | 204,779 | $25,978,264 | 0.9% |
“Just some random ideas from Elon’s post: $AAON - Chillers / liquid cooling $NVT - Cooling $MOD - Chillers / Cooling $IESC - Wiring $MTRS - chillers $JCI - chillers $HPS.A - Transformers (disclosure I own positions in this) $PRY.MI - networking/wiring(fiber) $CRDO / $AAOI (same) / $LITE / $COHR - networking Since Elon Musk cited: - transformers - wiring - liquid cooling - massive chillers + comp…” post →
| Date | Tweet |
|---|---|
| 2026-08-30T11:40:04 | Just some random ideas from Elon’s post: $AAON - Chillers / liquid cooling $NVT - Cooling $MOD - Chillers / Cooling $IESC - Wiring $MTRS - chillers $JCI - chillers $HPS.A - Transformers (disclosure I own positions in this) $PRY.MI - networking/wiring(fiber) $CRDO / $AAOI (same) / $LITE / $COHR - ne… → · 2640 likes · 632,591 views |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-09-24.