Sector: aisemi
Conviction from: Citrini
52-week range: 21.1181.42
European semiconductor manufacturer
7 tracked filer(s) hold this · 4 opened, 3 added, 0 trimmed in 30-JUN-2026
Aggregate 13FScore 63 — mean of 7 scored holder(s) · buyers (new/add) avg 63. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Scott Ferguson / Sachem Head | 60 | New buy | 2,200,000 | $164,758,000 | 3.4% |
| Larry Robbins / Glenview | 58 | New buy | 560,060 | $41,942,893 | 0.8% |
| Louis Bacon / Moore | 53 | New buy | 50,000 | $3,744,500 | 0.1% |
| George Soros / Soros Fund Mgmt | 33 | New buy | 18,322 | $1,372,135 | 0.0% |
| Stanley Druckenmiller / Duquesne | 95 | Added +19% | 3,102,880 | $232,375 | 4.5% |
| Steve Cohen / Point72 | 76 | Added +582% | 3,175,941 | $237,846,221 | 0.3% |
| Paul Tudor Jones / Tudor | 63 | Added +140% | 403,400 | $30,210,626 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
Watching · 4 mention(s), 0 personal-position post(s) · first 2026-04-22 · last 2026-09-30
“Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns...
Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in:
- $AAOI
- Alchip
- $MRVL (Celestial)
- $ALAB
- $CRDO
- $JBL
- $FLEX
- $STM
- $CBRS
- $GNRC
- $FN
- TD SYNNEX
- $QCOM
- Gold Circuit Electronics
And others…” post →
All 4 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-09-30T04:21:25 | Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns...
Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in:
- $AAOI
- Alchip
- $MRVL (Celestial)
- $ALAB
- $CRDO
- $JBL
… → · 1546 likes · 350,015 views |
| 2026-09-02T09:54:21 | Just taking a look at Leopold's Situational Awareness Q2 13F latest holdings as of June 30th:
1. $SNDK - $5.674B
2. $MU - $5.574B
3. $BE - $1.899B
4. $TSM - $1.265B
5. $NBIS - $1.232B
6. $CRWV - $744.5M
7. $CORZ - $665.6M
8. $STM - $584.3M (new)
9. $APLD - $469.0M
10. $RIOT - $468.2M
11. $SHAZ -… → · 1256 likes · 330,440 views |
| 2026-09-01T08:30:14 | Just some TLDR news I found interesting:
1. $GOOGL (missed this) also invested in Mediatek alongside $NVDA for their $3.9B raise.
Google/Nvidia are goats with investments you look at $SPCX to Anthropic.
2. Samsung Electro-Mechanics discloses $778.9M MLCC deal / $CAPA (new MLCC ETF) also gives e… → · 808 likes · 309,997 views |
| 2026-04-22 | $NVDA actively pushing to 800V, and today was a pretty big signal.
"On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an approximately 800V direct current (DC) system"
Previous named Nvidia partners include… → · 909 likes · 788,096 views |
| Report | Date | Stance |
|---|
| #124 — State of the Themes: June 2026 | 2026-06-01 | WATCH |
| #123 — Semis Memo: Supply Chain Inheritance | 2026-05-01 | LONG |
| #119 — Let There Be Light: Revisiting the Optics & AI Connectivity Theme | 2026-03-12 | LONG |
| #101 — Robotics Update: Teradyne's Vulcan Win, China Supply-Chain Tour, and Basket Winners | 2025-07-10 | LONG |