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: 31 Dec 2025; the date the book describes
Filed: 19 Feb 2026; latest of these filings; the earliest 10 Feb 2026
Managers listing it: 27; at least, of 95 tracked, among listed positions
Comparable managers: 92; filed both Q3 2025 and Q4 2025; 0 listed it in both
Shares listed: 39,453,707; combined, among listed positions
Reported value: $264m; combined, at the quarter end

Among the 92 comparable managers: 25 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +32,601,395.

Managers listing TE in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, 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

27 of 27 holders

				Action		Filing
Citadel Advisors LLC	6,805,877	$45m	under 0.1%	Added	+6,478,078	17 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP	4,311,734	$29m	under 0.1%	Added	+4,283,469	17 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC	3,803,483	$25m	under 0.1%	Added	+3,697,377	12 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC	3,569,256	$24m	under 0.1%	New	new	12 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP	3,460,973	$23m	under 0.1%	Added	+3,224,718	17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC	3,011,663	$20m	under 0.1%	Added	+1,939,138	17 Feb 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP	2,929,213	$20m	0.23%	New	new	17 Feb 2026 (the filing on sec.gov)
Invesco Ltd	2,605,466	$17m	under 0.1%	Trimmed	-1,356,225	19 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC	2,078,862	$14m	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp	1,552,519	$10m	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP	1,291,900	$8.6m	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP	1,248,453	$8.3m	under 0.1%	Added	+882,869	17 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.	483,149	$3.2m	under 0.1%	Added	+234,407	17 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	375,692	$2.5m	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP	264,828	$1.8m	0.06%	New	new	10 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	235,519	$1.6m	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC	221,268	$1.5m	under 0.1%	New	new	13 Feb 2026 (the filing on sec.gov)
Moore Capital Management LP	190,600	$1.3m	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC	171,499	$1.1m	under 0.1%	Trimmed	-49,699	13 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP	130,760	$873k	under 0.1%	Added	+17,840	17 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	127,670	$853k	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	122,862	$821k	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC	116,655	$779k	under 0.1%	New	new	13 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	101,428	$678k	under 0.1%	Added	+42,790	17 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	90,019	$601k	under 0.1%	Added	+4,368	17 Feb 2026 (the filing on sec.gov)

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Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Citadel Advisors LLCexisting position · 6,805,877 shares now+6,478,078
Point72 Asset Management LPexisting position · 4,311,734 shares now+4,283,469
Jane Street Group LLCexisting position · 3,803,483 shares now+3,697,377
Renaissance Technologies LLCnew position · 3,569,256 shares now+3,569,256
Two Sigma Investments LPexisting position · 3,460,973 shares now+3,224,718

Reductions

Invesco Ltdexisting position · 2,605,466 shares now-1,356,225
Verition Fund Management LLCexisting position · 171,499 shares now-49,699

New positions and exits

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

New (14)

Renaissance Technologies LLC$24m
Davidson Kempner Capital Management LP$20m
Voloridge Investment Management LLC$14m
Tudor Investment Corp$10m
Two Sigma Advisers LP$8.6m
Balyasny Asset Management LLC$2.5m
Quantbot Technologies LP$1.8m
Schonfeld Strategic Advisors LLC$1.6m
Squarepoint Ops LLC$1.5m
Moore Capital Management LP$1.3m

Exited (0)

No exit shown by a manager’s own filing.

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