Sector: aisemi
Conviction from: NASDAQS&PCitrini
Tradable on: Bitget →
52-week range: 128.59487.91
Teradyne makes automated test equipment for semiconductors and electronic systems and produces industrial and collaborative robots through its Universal Robots and MiR businesses.
4 tracked filer(s) hold this · 0 opened, 0 added, 3 trimmed in 30-JUN-2026
Aggregate 13FScore 59 — mean of 4 scored holder(s). Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Ancora | 40 | Holds (flat) | 50 | $24,192 | 0.0% |
| Steve Cohen / Point72 | 76 | Trimmed -79% | 469,410 | $227,119,334 | 0.3% |
| Bridgewater | 56 | Trimmed -71% | 98,627 | $47,719,688 | 0.2% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -88% | 35,600 | $17,224,704 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
2 disclosed trade(s) by 2 filer(s).
10 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-09-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 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 · 3 mention(s), 0 personal-position post(s) · first 2026-01-22 · last 2026-07-28
“I personally see it as extreme short term deleveraging that overshot many individual names.
- $BE to $TER reported blowout results, with Bloom reporting 166% Y/Y rev growth + expanding margins + raised 2026 guidance... Teradyne reported 104% Y/Y revenue growth with 300%+ EPS growth.
Your leading optical players over in China reported amazing preliminary earnings + extremely strong read through…” post →
All 3 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-07-28T22:25:27 | I personally see it as extreme short term deleveraging that overshot many individual names.
- $BE to $TER reported blowout results, with Bloom reporting 166% Y/Y rev growth + expanding margins + raised 2026 guidance... Teradyne reported 104% Y/Y revenue growth with 300%+ EPS growth.
Your leading… → · 2571 likes · 990,192 views |
| 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… → · 2139 likes · 443,323 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 |