Sector: aisemi
Conviction from: NASDAQS&PCitrini
Tradable on: Bitget →
Teradyne makes automated test equipment for semiconductors and electronic systems and produces industrial and collaborative robots through its Universal Robots and MiR businesses.
2 tracked filer(s) hold this · 1 opened, 1 added, 0 trimmed in 31-MAR-2026
Aggregate 13FScore 48 — mean of 2 scored holder(s) · buyers (new/add) avg 48. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Ancora | 42 | New buy | 50 | $14,823 | 0.0% |
| Bridgewater | 55 | Added +70% | 338,946 | $100,483,931 | 0.4% |
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
9 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | SELL | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,004 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 -$50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
Watching · 2 mention(s), 0 personal-position post(s) · first 2026-01-22 · last 2026-07-02
“Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$ADEA ($2.18B) - Hybrid bonding
$ACLS ($2.9B) - Ion implantation
$FORM ($6.43B) - HBM wafer testing
$ONTO ($10.6B) - Packaging metrology
$AMKR ($13.1B) -Advanced packaging
$RMBS ($13.55B) - Memory IP
$MKSI ($14.9B) - Lase…” post →
All 2 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-07-02T19:12:55 | Always a fun time seeing semi markets crash from Bloomberg report framing once again…
UBS analyst on $META report: “this is not new news”.
Regardless:
$AEHR down -18.3%
$AAOI down -17.13%
$SIVEF down -15.4%
$SNDK down -14.8%
$TER down -13.8%
$GLW down -11.4%
$MRVL down -11.2%
$LITE down -10.2%
$N… → · 2150 likes · 441,474 views |
| 2026-01-22 | Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$ADEA ($2.18B) - Hybrid bonding
$ACLS ($2.9B) - Ion implantation
$FORM ($6.43B) - HBM wafer testing
$ONTO ($10.6B) - Pack… → · 1242 likes · 353,393 views |
| Report | Date | Stance |
|---|
| #124 — State of the Themes: June 2026 | 2026-06-01 | WATCH |
| #115 — Semis Memo: Muscle Memory | 2026-01-26 | LONG |
| #104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality | 2025-08-18 | LONG |
| #101 — Robotics Update: Teradyne's Vulcan Win, China Supply-Chain Tour, and Basket Winners | 2025-07-10 | LONG |