aismartmoney

ALAB·Astera Labs Inc

chipenablerAI CoreData as of 2026-07-07
Holder Count
11 / 30
11 of 30 tracked investors hold ALAB
Aggregate $
$704M
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
0.1%
Share of aggregated AI exposure across 30 investors

Latest quarter · 2026-Q1

Exited
No Exited this quarter

Holders

Sorted by position $ desc by default; click headers to sort
InvestorPosition $% of AI ExposureLatest 13F ActionEntry Quarter
Gavin Baker / Atreides Management
Atreides Management LP
$369M14.6%ADD2026-Q12024-Q3
T. Rowe Price Associates
T. Rowe Price Associates, Inc.
$68M0.0%TRIM2026-Q1Before 2020-Q1
Brad Gerstner / Altimeter
Altimeter Capital Management LP
$59M1.2%ADD2025-Q1Before 2020-Q1
$58M0.0%TRIM2025-Q4Before 2020-Q1
Philippe Laffont / Coatue
Coatue Management LLC
$40M0.3%NEW2025-Q1Before 2020-Q1
$33M0.2%HOLD2026-Q1Before 2020-Q1
Baillie Gifford & Co
Baillie Gifford & Co
$27M0.1%HOLD2026-Q1Before 2020-Q1
Izzy Englander / Millennium
Millennium Management LLC
$24M0.2%NEW2026-Q1Before 2020-Q1
Dan Bin / Oriental Harbor Investment Master Fund
Oriental Harbor Investment Master Fund
$13M1.2%NEW2025-Q3Before 2020-Q1
Temasek Holdings
Temasek Holdings (Private) Ltd
$8M0.1%NEW2025-Q4Before 2020-Q1
Steve Cohen / Point72
Point72 Asset Management, L.P.
$5M0.0%TRIM2024-Q4Before 2020-Q1

Position Action Log

40 entries · newest first
DateInvestorActionΔ $Δ Shares
2026-Q1ADD+$101M+1.75M
2026-Q1TRIM−$15M−7.8K
2026-Q1NEW+$24M+220.4K
2026-Q1TRIM−$126M−545.9K
2026-Q1EXIT−$8M−47.3K
2025-Q4ADD+$256M+1.55M
2025-Q4ADD−$3M+22.1K
2025-Q4EXIT−$13M−64.5K
2025-Q4TRIM+$18M−93.8K
2025-Q4ADD+$107M+720.8K
2025-Q4NEW+$8M+47.3K
2025-Q3TRIM−$74M−892.7K
2025-Q3TRIM+$24M−2.4K
2025-Q3NEW+$13M+64.5K
2025-Q3ADD+$82M+386.2K
2025-Q2EXIT−$59M−981.7K
2025-Q2TRIM−$191M−3.70M
2025-Q2NEW+$21M+233.2K
2025-Q2EXIT−$40M−676.6K
2025-Q2TRIM−$139M−909.6K
2025-Q2ADD+$3M+14.3K
2025-Q1ADD−$19M+397.3K
2025-Q1ADD+$34M+2.82M
2025-Q1NEW+$40M+676.6K
2025-Q1EXIT−$5M−40.0K
2025-Q1TRIM−$27M−179.8K
2024-Q4ADD+$56M+184.4K
2024-Q4TRIM−$132M−5.33M
2024-Q4NEW+$179M+1.35M
2024-Q4TRIM−$6M−178.7K
2024-Q4ADD+$29M+209.0K
2024-Q3ADD+$208M+4.39M
2024-Q3ADD+$9M+183.0K
2024-Q3TRIM−$12M−200.5K
2024-Q2ADD−$30M+110.5K
2024-Q2TRIM−$32M−385.5K
2024-Q1NEW+$30M+400.0K
2024-Q1NEW+$198M+2.67M
2024-Q1NEW+$3M+35.7K
2024-Q1NEW+$45M+600.0K

13G / 13D Filings

Filings above the 5% threshold
InvestorFiling DateTypeFiled $Ownership %
Gavin Baker / Atreides Management2025-02-14SC 13G/A1.2%

Related Tickers

chip layer · sorted by holder count

Holder Count: count of the 30 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.

Aggregate $: market value sum of the above positions.

Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 30 investors.

Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.

Layers: chip · infra · model · app · enabler · autonomy · power.

Data live from source, as of 2026-07-07