Semiconductors
themeSummary
In the Semiconductors theme, tracked hedge-fund managers hold 18 stocks, a combined reported value of ~$1.31T; most concentrated in TSM, TXN, NVDA. 12 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.
Constituents
18stocks
Tracked gurus
12(13F)
Board total value
$1.31T
Largest holding
TSMTAIWAN SEMICONDUCTOR-SP ADR
Stocks in this boardranked by tracked-guru holding value
Gurus most invested in this boardby value held in this board
Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.