Billionaire Loads Up on Biotech Again

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June 11, 2025

Today's Top Insider Moves That Matter

Markets drifted lower as leadership in tech, consumer cyclicals, and communications pulled back. Semiconductors showed mixed signals, with some strength in infrastructure-related names. Meanwhile, financials, insurance, and select industrials held steady or posted modest gains, offering a sense of relative strength amid broader weakness.

Insiders weren’t sitting still. We saw high-conviction buys in sectors that remained resilient, particularly in housing, infrastructure, and biotech. At the same time, insiders in richly valued tech and consumer names took chips off the table. It’s a pattern we’ve seen before: insiders de-risking at the top, while sector specialists quietly reload in the overlooked corners of the market.

From coordinated buys in builders and insurers to aggressive exits in software and e-commerce, today’s trades reveal where institutional confidence is firm and where it’s fading.

Let’s dive into today’s biggest moves.

Biggest Insider Sales

🖥 Dell Technologies $DELL ( ▲ 1.94% ) – Quiet $35M Cash-Out by Board Affiliate

  • Who’s Selling? SLTA V (GP), L.L.C. (10% Owner)

  • What They Sold: 310,771 shares at $113.99

  • Total Value: $35.4M

  • Why It Matters: A 20% drop in ownership from a major insider isn’t just trimming, it’s strategic. This follows a long rally in Dell’s stock, suggesting some smart money might be taking profits.

🏡 Airbnb $ABNB ( ▲ 0.54% ) – Co-Founder Taps Out of $32.9M in Shares

  • Who’s Selling? Joseph Gebbia (Director, 10% Owner)

  • What They Sold: 236,000 shares at $139.40

  • Total Value: $32.9M

  • Why It Matters: Gebbia remains a major shareholder, but a sale of this size amid softening travel demand could hint at reduced near-term optimism.

🚗 Carvana $CVNA ( ▼ 6.28% ) – $33M Sold, But the Holding Pattern Remains

  • Who’s Selling? Ernest Garcia II (10% Owner)

  • What They Sold: 100,000 shares at $333.37

  • Total Value: $33.3M

  • Why It Matters: Garcia's overall stake hasn’t budged. It’s more a liquidity move than a signal, yet notable as CVNA trades near multi-year highs.

🔋 Navitas Semiconductor $NVTS ( ▼ 1.88% ) – Early Investor Trims $17.4M

  • Who’s Selling? Ranbir Singh (Director, 10% Owner)

  • What They Sold: 2,339,042 shares at $7.43

  • Total Value: $17.4M

  • Why It Matters: While Singh still owns over 20M shares, this reduction suggests reduced conviction or a reallocation away from speculative growth.

🐶 Datadog $DDOG ( ▲ 3.41% ) – CEO Offloads $13M in Options-Linked Sale

  • Who’s Selling? Olivier Pomel (CEO)

  • What They Sold: 107,365 shares at $121.71

  • Total Value: $13.1M

  • Why It Matters: Pomel still holds a large stake, but in a high-growth tech name, insider selling, especially at this scale, tends to raise questions.

Sales today show a common theme: high-flyers across tech and consumer-facing names are facing quiet de-risking from top brass. Is it caution or just cashing in?

Let’s flip the script, here are the boldest insider buys of the day…

*Money Mediary is for informational purposes only and should not be considered financial, investment, or legal advice. We analyze publicly available insider trading data to provide insights, but we do not recommend or endorse any specific securities, strategies, or investments. All trading decisions are made at your own risk.

Insider transactions reported in SEC Form 4 filings do not guarantee future stock performance. Past insider activity does not predict future market movements. Always conduct your own research or consult with a licensed financial professional before making investment decisions.

Money Mediary is not affiliated with the SEC, any financial institution, or any insider whose trades are reported. We make no guarantees about the accuracy, completeness, or timeliness of the data presented.

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