Semiconductors
Definition
Companies whose SEC Standard Industrial Classification code falls in 3674, as EDGAR assigns them.
Q2 2026 against Q1 2026
- Reported value
- $1,597bn
- +$530bn on the quarter before
- Managers listing any
- 77
- +0 on the quarter before
- Stocks listed
- 76
- +1 on the quarter before
- Buyers
- 1,360
- manager-stock pairs opening or adding
- Sellers
- 1,135
- manager-stock pairs trimming or exiting
value over 8 quartersNet buying actions by quarter: +77 · +95 · +132 · +181 · +130 · +136 · +52 · +225
See it in the heatmap, ranked by breadth →
Managers listing any counts distinct comparable managers. Buyers and sellers count actions by comparable managers, once for each stock a manager moved in. Value moves with prices as well as with buying.
Largest stocks (77 in all)
By combined reported value at Q2 2026. Holders are at least counts, among listed positions.
| Stock | Holders | Value | Buyers | Sellers | Holders, 8 quarters |
|---|---|---|---|---|---|
| NVDANvidia Corporation | 62 | $550bn | 29 | 35 | |
| AVGOBroadcom Inc | 54 | $262bn | 24 | 38 | |
| MUMicron Technology Inc | 50 | $164bn | 19 | 34 | |
| TSMTaiwan Semiconductor Manufac | 60 | $98.1bn | 22 | 40 | |
| AMDAdvanced Micro Devices Inc | 57 | $98.0bn | 37 | 21 | |
| INTCIntel Corp | 49 | $76.5bn | 35 | 17 | |
| AMATApplied Matls Inc | 50 | $73.4bn | 19 | 33 | |
| MRVLMarvell Technology Inc | 40 | $35.3bn | 22 | 20 | |
| TXNTexas Instrs Inc | 46 | $30.8bn | 32 | 14 | |
| ADIAnalog Devices Inc | 41 | $20.9bn | 20 | 27 | |
| ALABAstera Labs Inc | 39 | $19.3bn | 22 | 19 | |
| NXPINXP Semiconductors N V | 32 | $16.8bn | 16 | 18 | |
| MPWRMonolithic PWR Sys Inc | 37 | $14.5bn | 27 | 12 | |
| ARMArm Holdings PLC | 31 | $12.3bn | 15 | 19 | |
| ONOn Semiconductor Corp | 40 | $9.7bn | 27 | 16 | |
| CBRSCerebras Systems Inc | 39 | $9.0bn | 39 | 0 | |
| MTSIM/a-com Technology Solutions Holdings In | 38 | $8.7bn | 18 | 20 | |
| GFSGlobalfoundries Inc | 28 | $8.0bn | 18 | 14 | |
| CRDOCredo Technology Group Holdi | 38 | $6.6bn | 21 | 18 | |
| LSCCLattice Semiconductor Corp | 34 | $6.1bn | 24 | 11 | |
| MCHPMicrochip Technology Inc. | 37 | $6.0bn | 28 | 14 | |
| SITMSitime Corp | 40 | $5.5bn | 26 | 14 | |
| TSEMTower Semiconducto | 33 | $5.4bn | 22 | 14 | |
| NXTNextracker Inc | 32 | $4.6bn | 20 | 15 | |
| QQnity Electronics Inc | 41 | $4.2bn | 23 | 22 |
Managers holding its largest names
Across the 15 largest stocks above at Q2 2026: how many of them each manager lists, and their combined value. A manager can hold others below its listed range.
- Fidelity (FMR LLC)15 of 15 · $407bn
- Invesco Ltd15 of 15 · $250bn
- T. Rowe Price Associates Inc13 of 15 · $177bn
- Capital World Investors9 of 15 · $131bn
- Capital Research Global Investors10 of 15 · $123bn
- Wellington Management Group LLP12 of 15 · $68.0bn
- Janus Henderson Group Ltd13 of 15 · $38.1bn
- MFS Investment Management12 of 15 · $34.0bn
- AllianceBernstein LP13 of 15 · $34.0bn
- AQR Capital Management LLC9 of 15 · $18.4bn
- Coatue Management LLC7 of 15 · $16.1bn
- Susquehanna International Group LLP9 of 15 · $15.4bn
- Neuberger Berman Group LLC14 of 15 · $14.6bn
- Arrowstreet Capital LP6 of 15 · $13.4bn
- D. E. Shaw & Co.13 of 15 · $11.3bn
- Baillie Gifford & Co14 of 15 · $10.6bn
- Acadian Asset Management LLC12 of 15 · $9.4bn
- Marshall Wace LLP11 of 15 · $8.6bn
- Tiger Global Management LLC6 of 15 · $7.4bn
- Jane Street Group LLC11 of 15 · $7.4bn
2.7% of the value at Q2 2026 sits in stocks with no SIC code on file, counted as unclassified rather than placed in a sector.