Sector: aisemi
Conviction from: NASDAQS&PCitrini
Tradable on: Bitget →
52-week range: 152.73334.03
Texas Instruments designs and manufactures analog and embedded-processing semiconductors used across industrial, automotive, personal-electronics and communications markets.
8 tracked filer(s) hold this · 3 opened, 2 added, 3 trimmed in 30-JUN-2026
Aggregate 13FScore 57 — mean of 8 scored holder(s) · buyers (new/add) avg 56. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Louis Bacon / Moore | 53 | New buy | 9,500 | $2,831,665 | 0.0% |
| Bridgewater | 56 | New buy | 1,865 | $555,901 | 0.0% |
| George Soros / Soros Fund Mgmt | 33 | New buy | 6,640 | $1,979,185 | 0.0% |
| Steve Cohen / Point72 | 76 | Added +1569% | 1,474,090 | $439,382,006 | 0.5% |
| Paul Tudor Jones / Tudor | 63 | Added +76% | 435,064 | $129,679,526 | 0.2% |
| Terry Smith / Fundsmith | 62 | Trimmed -31% | 1,799,182 | $536,282,179 | 3.9% |
| Ancora | 40 | Trimmed -3% | 10,518 | $3,135,084 | 0.1% |
| Bill Nygren / Oakmark (Harris Associates) | 70 | Trimmed -3% | 46,260 | $13,788,718 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
6 disclosed trade(s) by 5 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-04-14 | Thomas H. Kean Jr NJ07 | BUY | $1,001 - $15,000 | PTR |
| 2026-03-27 | Alan Armstrong senate | BUY | $1,001 - $15,000 | PTR |
| 2026-03-18 | Kevin Hern OK01 | SELL | $500,001 - $1,000,000 | PTR |
| 2025-12-18 | Julie Johnson TX32 | SELL | $1,001 - $15,000 | PTR |
| 2025-01-10 | Thomas H Tuberville senate | SELL | $15,001 - $50,000 | PTR |
| 2024-03-12 | Thomas H Tuberville senate | SELL | $1,001 - $15,000 | PTR |
22 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 |
| 2026-09-22 | Trump, Donald J President | BUY | $250,001 - $500,000 | PTR |
| 2026-08-22 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $500,001 - $1,000,000 | 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 |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,004 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,000,004 - $5,000,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| … 2 older trade(s) on the full page |
Watching · 1 mention(s), 0 personal-position post(s) · first 2026-04-22 · last 2026-04-22
“$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: Infineon, $TXN, $STM, $NVTS, Delta, Flex, $ETN, Schneider, and $VRT.
It's been known they're bee…” post →
All 1 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 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 |
|---|
| #123 — Semis Memo: Supply Chain Inheritance | 2026-05-01 | WATCH |
| #101 — Robotics Update: Teradyne's Vulcan Win, China Supply-Chain Tour, and Basket Winners | 2025-07-10 | WATCH |
| #96 — Thematic Primer: Humanoid Robots (Optimus, Unitree and More) | 2025-05-16 | LONG |