👋 Welcome to ThinkSabio We help traders find opportunities before they become headlines. Every trading day we share: • 📑 SEC Filing Breakdowns • 🏦 Smart Money Moves • 🤖 AI & Tech Research • 📊 Daily Watchlists • ⚡ Market Catalysts • 📚 Educational Threads 📌 Follow @ThinkSabio 🌐 ThinkSabio.com

SEC Filing: VICUS AVSHALOM OFER decreased its position in $ADUR (9.84M -> 8.93M shares) | Ownership 24.9%

SEC Filing: AJB Investment Fund II, LP increased its position in $JCTC (467.25K -> 509.07K shares) | Ownership 10.9%

SEC Filing: GLAZER CAPITAL, LLC newly bought $BWIN (0.00 -> 5.18M shares) | Ownership 5.35%

SEC Filing: DISCOVERY, INC. decreased its position in $VSME (1.64M -> 11.72K shares) | Ownership 0.4%

SEC Filing: BDC CAPITAL INC. newly bought $XNDU (0.00 -> 6.66M shares) | Ownership 4.0%

SEC Filing: Hafnia Ltd increased its position in $TRMD (18.66M -> 20.36M shares) | Ownership 19.85%

SEC Filing: Inflection Point Fund I LP decreased its position in $IPEX (990.00K -> 0.00 shares) | Ownership 0.0%

SEC Filing: ICAHN CARL C increased its position in $IEP (618.39M -> 658.92M shares) | Ownership 18.74%

SEC Filing: Allen Family Digital, LLC increased its position in $BZFD (45.70M -> 50.00M shares) | Ownership 55.7%

SEC Filing: Tessenderlo Group NV newly bought $FMC (0.00 -> 31.11M shares) | Ownership 20.0%

SEC Filing: Readout Capital, LP newly bought $TCRX (0.00 -> 3.45M shares) | Ownership 5.4%

SEC Filing: Hyer Raymond T decreased its position in $HRTG (2.18M -> 2.09M shares) | Ownership 7.04%

SEC Filing: GOOGLE LLC newly bought $WULF (0.00 -> 41.01M shares) | Ownership 7.6%

SEC Filing: DONDERO JAMES D increased its position in $NXRT (3.27M -> 3.60M shares) | Ownership 14.1%

SEC Filing: WEISS ASSET MANAGEMENT LP decreased its position in $TBPH (7.46M -> 0.00 shares) | Ownership 0.0%

SEC Filing: Karminski Michal Adam newly bought $ZCSH (0.00 -> 680.02K shares) | Ownership 100.0%

SEC Filing: AMSTER HOWARD newly bought $RWT (0.00 -> 11.27M shares) | Ownership 9.0%

WATCHLIST | THINKSABIO | $DDOG 🚀 $DDOG +6% | Trending Stock 📈 $133.62 → $271 | +102% in 5 Months 🔥IPO $40.35 → $271 | +575% in 6 Years 📊 Weekly Uptrend: +6% | Weekly Gems: +8% in 2 Weeks 💰 Q2 2026: Revenue $1.12B (+36% YoY) | Non-GAAP EPS $0.65 | FCF $279M | 4,720 customers with $100K+ ARR (+23%) 🤖 AI Momentum: 100+ new capabilities, including Bits AI, AI Guard & Bits Agent Builder 🤝 Partnerships: $DDOG + $AWS + Sakana AI across AI, observability & security 🎯 Catalysts: Q3 revenue guidance $1.135B–$1.145B | EPS $0.63–$0.65 | Continued AI-agent, security & observability rollout #DDOG’s growth story centers on AI + observability, supported by strong revenue growth, product expansion and strategic partnerships. 📈

SEC Filing: WELLS FARGO COMPANY MN decreased its position in $NAD (2.79M -> 1.74K shares) | Ownership 11.76%

SEC Filing: ACORN BIOVENTURES, L.P.  decreased its position in $KPTI (637.61K -> 539.37K shares) | Ownership 2.4%