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Exclusive Article Insider Buying: Smart Money Just Spent +$100M on These 3 StocksWritten by Leo Miller. Originally Published: 1/1/2026. 
Key Points - DoorDash saw a rare nine-figure open-market buy tied to Sequoia Capital, a strong confidence signal—but it should be weighed against routine executive selling.
- Kenvue’s recent buying looks less like a standalone consumer-health bet and more like a view on the pending Kimberly-Clark deal and closing dynamics.
- Kymera’s $172 million add from Baker Bros followed encouraging KT-621 trial data, but the program is still early and carries typical clinical-stage biotech risk.
Insider buying can be one of the cleanest "follow-the-money" signals in the market. Over the past month, three names have stood out for more than $100 million in purchases tied to prominent funds and well-known professional investors. The takeaway: these trades aren't guarantees of upside, but they can highlight where sophisticated capital sees mispriced risk—or where a catalyst (like a merger) may be creating an opportunity. Leading Venture Firm Makes $100 Million DoorDash Purchase Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund.
It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: "Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you."
This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight. Click here for the full story. First up is the delivery platform DoorDash (NASDAQ: DASH). On Nov. 25 and Nov. 26, board member Alfred Lin purchased just over $100 million worth of DoorDash shares. As detailed in Lin's Form 4 SEC filings, the shares were not bought for Lin's personal account. Column 7 of those filings shows beneficial ownership was assigned to an investment fund managed by Sequoia Capital, where Lin is a partner. That detail supports a bullish interpretation: Sequoia made the purchases on behalf of its clients. Investing other people's money typically involves greater scrutiny than investing one's own capital, so Sequoia likely did not make these purchases lightly. Context matters, though. Since these purchases, DoorDash insiders have sold about $29.5 million of stock. However, those sales were executed under 10b5-1 plans, and the predetermined nature of such plans limits their bearish implications. Starboard Buys KVUE Amid Kimberly-Clark Deal The $33 billion consumer staples company Kenvue (NYSE: KVUE) has also seen significant insider buying. On Dec. 11 and Dec. 12, board member Jeffrey C. Smith purchased roughly $111 million worth of Kenvue shares, with investment fund Starboard Value LP taking beneficial ownership. Kenvue owns a range of over-the-counter drugs and personal care brands, including Tylenol, Band-Aid and Neutrogena. On Nov. 3, Kenvue announced its acquisition by consumer staples giant Kimberly-Clark (NASDAQ: KMB) in a cash-and-stock deal, with the parties guiding toward a closing in the second half of 2026, pending approvals. Because Kenvue shareholders will receive some Kimberly-Clark shares as part of the consideration, the value they ultimately get depends in part on Kimberly-Clark's share price before closing. Kimberly-Clark shares dropped nearly 15% after the Nov. 3 announcement, and Starboard appears to view that sell-off as overdone. In that view, Starboard is essentially betting on a Kimberly-Clark recovery before the deal closes—an outcome that would boost the value Kenvue shareholders, including Starboard, receive when the transaction completes. Biotech Investor Ups KYMR Position Significantly After Positive Trial Data Kymera Therapeutics (NASDAQ: KYMR) has seen the most insider buying of any stock in the last 30 days. On Dec. 11, Baker Bros. Advisors LP purchased $172.5 million worth of Kymera shares. According to its latest 13F filing, Baker Bros.' portfolio is concentrated heavily in biotech names. Baker Bros.' purchase followed a nearly 42% surge in Kymera shares on Dec. 8, after the company released positive Phase 1b results for its experimental drug KT-621, being developed to treat atopic dermatitis (eczema). The firm added just over 2 million Kymera shares, increasing its position by roughly 30%—a clear vote of confidence from this specialist biotech investor. Keep in mind, though, KT-621's results are so far limited to a Phase 1b study, so substantial clinical and regulatory risk remains. Also notable: Kymera has seen about $21.6 million in non-10b5-1 sales since the results were announced, which is an important counterpoint to Baker Bros.' bullish move. Smart Money Sends Optimistic Signals for DASH, KVUE, and KYMR The smart money is clearly placing sizable bets on DASH, KVUE and KYMR. These purchases are meaningful signals, but they should be considered alongside other fundamentals, risks and market context rather than taken in isolation.
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