Semiconductor assembly and packaging equipment
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Paul Tudor Jones / Tudor | 63 | New buy | 2,900 | $387,904 | 0.0% |
| Bridgewater | 57 | Added +153% | 84,777 | $11,339,772 | 0.0% |
| Steve Cohen / Point72 | 80 | Trimmed -30% | 1,371,015 | $183,386,966 | 0.2% |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-07-01 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
“Year to Date: 412.72% Lot of it is just picking the right sector, profiting off of Jane Street algos weekly, and a bit of luck. In terms of bottleneck longs, these are currently my favorite: 1. Memory - Samsung, Sk Hynix, $SNDK, $MU, $SIMO 2. Photonics - $LITE, $COHR, $AAOI, $AXTI, (maybe Yamamura too, but not to the same degree). 3. Power/Grid - $XLU. 4. Advanced Packaging Capex - $AM…” post →
| Date | Tweet |
|---|---|
| 2026-02-24 | Year to Date: 412.72% Lot of it is just picking the right sector, profiting off of Jane Street algos weekly, and a bit of luck. In terms of bottleneck longs, these are currently my favorite: 1. Memory - Samsung, Sk Hynix, $SNDK, $MU, $SIMO 2. Photonics - $LITE, $COHR, $AAOI, $AXTI, (maybe Ya… → · 3849 likes · 1,001,737 views |
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 2026-08-17.