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Caxton Associates LLP

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Situations

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Janus Henderson investment portfolio changes

2 clusters · 2 sources · last updated

Latest: Booking Holdings stock sees fund reduction and insider sale

In late July 2026, Janus Henderson Group PLC disclosed contrasting moves in its equity portfolio. The firm increased its holding in DraftKings Inc., buying 2.35 million shares in the first quarter to bring its ownership

[ACTIVE] [BUSINESS] [TECHNOLOGY] [US] [SE] [BR]

AI memory rally persists amid sector swings

29 clusters · 41 sources · last updated

Latest: Western Digital shares surge 15% as AI demand lifts investor optimism

SanDisk’s AI‑driven memory rally continues to dominate 2026, with its share price up roughly 580 % year‑to‑date. After a peak in late June, the stock slipped more than 30 % in the second half of the year, prompting analy