Sector: aisemi
Conviction from: NASDAQCitrini
Tradable on: Bitget →
52-week range: 243.68901.81
MEMS timing chips (silicon oscillators)
6 tracked filer(s) hold this · 4 opened, 0 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 62 — mean of 6 scored holder(s) · buyers (new/add) avg 64. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Howard Marks / Oaktree | 71 | New buy | 7,300,000 | $8,099,425 | 0.1% |
| George Soros / Soros Fund Mgmt | 33 | New buy | 7,000 | $5,218,920 | 0.1% |
| Steve Cohen / Point72 | 76 | New buy | 24,017 | $17,906,115 | 0.0% |
| Steve Cohen / Point72 | 76 | New buy | 6,000,000 | $6,643,484 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -72% | 18,678 | $13,925,570 | 0.0% |
| Bridgewater | 56 | Trimmed -34% | 8,936 | $6,662,324 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Form | Activist | % of class | Conviction | |
|---|
| 2026-07-09 | SCHEDULE 13D | Renesas Electronics America Inc. | 11.9% | High | filing |
2 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #112 — Carving Up the TPU: Leftovers for Jensen or Just Gravy on the AI Trade? | 2025-11-27 | LONG |