TE in the 13F filings

T1 Energy Inc Com New · CUSIP 35834F104

Sector · Semiconductors Theme · AI infrastructure and semiconductors· L3VLUP-defined Theme · Semiconductors

Quarter

Q2 2026 Q1 2026 Q4 2025

Quarter end: 30 Jun 2026; the date the book describes
Filed: 2 Sep 2026; latest of these filings; the earliest 3 Aug 2026
Managers listing it: 26; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 2 listed it in both
Shares listed: 48,527,353; combined, among listed positions
Reported value: $459m; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 17 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +10,979,474.

Managers listing TE in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

26 of 26 holders

				Action		Filing
Invesco Ltd	11,105,876	$105m	under 0.1%	Added	+9,788,897	14 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP	9,240,988	$88m	0.06%	Trimmed	-1,860,780	14 Aug 2026 (the filing on sec.gov)
Discovery Capital Management LLC	7,465,100	$71m	2.94%	New	new	14 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC	4,995,804	$47m	under 0.1%	Added	+2,947,621	2 Sep 2026 (the filing on sec.gov)
Renaissance Technologies LLC	4,212,906	$40m	0.05%	Trimmed	-7,645,400	13 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP	2,350,599	$22m	under 0.1%	Added	+839,508	14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.	1,880,833	$18m	under 0.1%	Added	+1,537,430	14 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	1,858,507	$18m	under 0.1%	Added	+1,682,438	14 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC	1,429,027	$14m	under 0.1%	Added	+371,874	14 Aug 2026 (the filing on sec.gov)
Millennium Management LLC	971,263	$9.2m	under 0.1%	Trimmed	-2,712,797	14 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP	964,061	$9.1m	under 0.1%	Added	+455,801	14 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP	651,703	$6.2m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	353,334	$3.4m	under 0.1%	Added	+335,112	14 Aug 2026 (the filing on sec.gov)
Winton Group Ltd	203,767	$1.9m	0.06%	New	new	7 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP	162,243	$1.5m	under 0.1%	Trimmed	-50,909	13 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	104,406	$990k	under 0.1%	Added	+11,475	13 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC	103,703	$983k	under 0.1%	Trimmed	-94,000	14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	200,878	$882k	under 0.1%	Added	+6,918	14 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	81,300	$773k	under 0.1%	Held	0	14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC	77,593	$736k	under 0.1%	Added	+4,370	14 Aug 2026 (the filing on sec.gov)
Soros Fund Management LLC	45,982	$436k	under 0.1%	Trimmed	-42,375	14 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC	45,589	$432k	under 0.1%	Trimmed	-895,325	14 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	12,744	$121k	under 0.1%	Trimmed	-19,912	14 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP	5,719	$54k	under 0.1%	New	new	12 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC	3,143	$30k	under 0.1%	New	new	3 Aug 2026 (the filing on sec.gov)

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Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Invesco Ltdexisting position · 11,105,876 shares now+9,788,897
Discovery Capital Management LLCnew position · 7,465,100 shares now+7,465,100
Citadel Advisors LLCexisting position · 4,995,804 shares now+2,947,621
T. Rowe Price Associates Incexisting position · 1,858,507 shares now+1,682,438
D. E. Shaw & Co.existing position · 1,880,833 shares now+1,537,430

Reductions

Renaissance Technologies LLCexisting position · 4,212,906 shares now-7,645,400
Millennium Management LLCexisting position · 971,263 shares now-2,712,797
Two Sigma Investments LPexisting position · 9,240,988 shares now-1,860,780
Jane Street Group LLCexisting position · 45,589 shares now-895,325
Verition Fund Management LLCexisting position · 103,703 shares now-94,000

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (4)

Voloridge Investment Management LLCwas $4.9m
Tudor Investment Corpwas $3.0m
Moore Capital Management LPwas $658k
ExodusPoint Capital Management LPwas $268k

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

4 in Q4 2025 to 6 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

TE and NVDA →TE and AVGO →TE and MU →Choose a stock to compare with TE →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own TE, latest filings →Back to the 13F Explorer →

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TE by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q4 2025	4	$36m	25	2
Q1 2026	3	$53m	12	15
Q2 2026	6	$207m	17	12