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$AKAM:NASDAQ · AKAMAI TECHNOLOGIES INC

Sector: saas

Conviction from: NASDAQS&PCitrini

52-week range: 70.82165.45

Akamai Technologies provides content delivery network, cloud computing, and cybersecurity services that speed and secure online content and applications.

5 tracked filer(s) hold this · 0 opened, 3 added, 2 trimmed in 30-JUN-2026

Aggregate 13FScore 70 — mean of 5 scored holder(s) · buyers (new/add) avg 67. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Paul Tudor Jones / Tudor63Added +32%66,203,000$79,433,6700.1%
Paul Tudor Jones / Tudor63Added +198%121,500$14,362,5150.0%
Steve Cohen / Point7276Added +52%34,278,000$41,174,0330.0%
Steve Cohen / Point7276Trimmed -20%2,645,959$312,778,8130.3%
Howard Marks / Oaktree71Trimmed -84%2,631,000$3,135,7210.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

1 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-03-27Alan Armstrong senateBUY$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

6 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-08-22Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000.PTR
2026-07-01Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,004 - $100,000PTR

Serenity (@aleabitoreddit) full tracker →

Watching · 3 mention(s), 0 personal-position post(s) · first 2026-09-24 · last 2026-09-24

“Okay thing about it for a second: $AKAM gets a big deal over 7 years. But in order to actually execute on the deal: They gotta buy a ton of CPUs and memory… So these upstream component supply chains are probably the larger beneficiaries over the ones in the headline. But can’t give advice in terms of buying something” post →

All 3 tweet(s) mentioning this ticker
DateTweet
2026-09-24T21:37:23Okay thing about it for a second: $AKAM gets a big deal over 7 years. But in order to actually execute on the deal: They gotta buy a ton of CPUs and memory… So these upstream component supply chains are probably the larger beneficiaries over the ones in the headline. But can’t give advice in term… → · 92 likes · 29,529 views
2026-09-24T21:22:21Nope for $AKAM. But if you look at what’s needed probably CPUs/Memory #1. So your $ARM / $INTC / $AMD thematically (AMD probably higher beta to this company in specific). Then your Samsung / $MU / SK Hynix are your obvious memory beneficiaries. Component procurement is done through $JBL, which pot… → · 66 likes · 23,626 views
2026-09-24T21:17:23$AKAM signs $11.6B compute deal with Anthropic for accelerated CPU workloads demands over 7 years. $AMD to $MU should be happy to hear this… Akamai ests. ~$5.5B of capex to service the $11.6B commitment. Including +$1.7B of 2026 capex specifically to pre-purchase supply chain components like memo… → · 800 likes · 280,291 views

Citrini Research coverage report library →

ReportDateStance
#132 — Agentic Reality: The Ramifications of Agentic Consumer Adoption2026-09-22WATCH
#124 — State of the Themes: June 20262026-06-01LONG
#120 — Agentic Utilities: Always On, Never Prompted2026-03-25LONG

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.