Celestica provides electronics-manufacturing services and hardware-platform solutions, designing and building products for aerospace, defense, communications, and cloud and enterprise data-center customers.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Stanley Druckenmiller / Duquesne | 91 | New buy | 33,275 | $9,373 | 0.3% |
| Bridgewater | 55 | Added +54% | 525,621 | $148,056,923 | 0.7% |
| Ancora | 42 | Added +1000% | 11 | $3,098 | 0.0% |
“As of current prices, December 5th: The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this: · 25% $NBIS · 15% $TSM · 12.5% $LITE · 10% $ALAB · 10% $SMCI · 10% $AMKR · 5% Samsung Electronics · 5% SK Hynix · 5% $CRDO · 5% $CLS · 5% $COHR · 5% $NVDA Calls · 2.5% $AVGO Calls · 2.5% $WLAC · 2.5% $MPWR · 2.5% $CIFR · 2.5% $IREN · 2.5% $TE · 2.5% $FLNC Just how I'd do it, 1.3X margin…” post →
| Date | Tweet |
|---|---|
| 2025-12-05 | As of current prices, December 5th: The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this: · 25% $NBIS · 15% $TSM · 12.5% $LITE · 10% $ALAB · 10% $SMCI · 10% $AMKR · 5% Samsung Electronics · 5% SK Hynix · 5% $CRDO · 5% $CLS · 5% $COHR · 5% $NVDA Calls · 2.5% $AVGO Calls · 2.5% $… → · 272 likes · 63,839 views |
| 2025-11-25 | It’s hard for anyone in the AI space not to be bullish. Capex is ramping up. Exponentially. And flowing directly down to: Neoclouds: $CIFR, $NBIS, $WULF, $IREN, Connectivity: $ALAB, $CRDO, $CLS. Energy: $VST, $FLNC, $TE, $EOSe Semi/foundries: $NVDA, $AMD, $GOOGL, $TSM Memory: $SNDK, $MU, … → · 278 likes · 119,311 views |
| Report | Date | Stance |
|---|---|---|
| #104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality | 2025-08-18 | WATCH |
| #101 — Robotics Update: Teradyne's Vulcan Win, China Supply-Chain Tour, and Basket Winners | 2025-07-10 | LONG |
| #94 — Thematic Primer: Artificial Intelligence, Phase 2 | 2025-04-23 | LONG |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.