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 | 56 | Added +153% | 84,777 | $11,339,772 | 0.0% |
| Steve Cohen / Point72 | 76 | 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 |
“Missed this mention earlier but IC design insiders reveal that OSAT providers have already warned clients: "traditional packaging capacity could face a deficit exceeding 20% by 2027" (eg. $AMKR, ethereum:0x041ff0e49f6f774e7dc7bd10ee4a14c00b1d80b2, Powertech as potential beneficaries) With: "wire bonding equipment" emerging as the primary bottleneck (ASMPT, $KLIC) -> influx of AI server shipment…” post →
| Date | Tweet |
|---|---|
| 2026-08-29T14:48:53 | Missed this mention earlier but IC design insiders reveal that OSAT providers have already warned clients: "traditional packaging capacity could face a deficit exceeding 20% by 2027" (eg. $AMKR, ethereum:0x041ff0e49f6f774e7dc7bd10ee4a14c00b1d80b2, Powertech as potential beneficaries) With: "wire b… → · 496 likes · 192,866 views |
| 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 2026-09-24.