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 Mar 2026; the date the book describes
Filed: 18 May 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 24; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed: 37,547,879; combined, among listed positions
Reported value: $165m; 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: 12 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -613,928.

Managers listing TE in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 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

24 of 24 holders

				Action		Filing
Renaissance Technologies LLC	11,858,306	$52m	0.08%	Added	+8,289,050	14 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	11,101,768	$49m	under 0.1%	Added	+7,640,795	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	3,684,060	$16m	under 0.1%	Added	+672,397	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	2,048,183	$9.0m	under 0.1%	Trimmed	-4,757,694	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	1,511,091	$6.6m	under 0.1%	Added	+262,638	15 May 2026 (the filing on sec.gov)
Invesco Ltd	1,316,979	$5.8m	under 0.1%	Trimmed	-1,288,487	12 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC	1,123,791	$4.9m	under 0.1%	Trimmed	-955,071	15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	1,057,153	$4.6m	under 0.1%	Added	+835,885	15 May 2026 (the filing on sec.gov)
Jane Street Group LLC	940,914	$4.1m	under 0.1%	Trimmed	-2,862,569	12 May 2026 (the filing on sec.gov)
Tudor Investment Corp	675,383	$3.0m	under 0.1%	Trimmed	-877,136	15 May 2026 (the filing on sec.gov)
Point72 Asset Management LP	508,260	$2.2m	under 0.1%	Trimmed	-3,803,474	15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	343,403	$1.5m	under 0.1%	Trimmed	-139,746	15 May 2026 (the filing on sec.gov)
AllianceBernstein LP	193,960	$1.3m	under 0.1%	Added	+63,200	15 May 2026 (the filing on sec.gov)
Marshall Wace LLP	213,152	$936k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Verition Fund Management LLC	197,703	$868k	under 0.1%	Added	+26,204	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	176,069	$773k	under 0.1%	Added	+74,641	15 May 2026 (the filing on sec.gov)
Moore Capital Management LP	150,000	$658k	under 0.1%	Trimmed	-40,600	15 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	92,931	$408k	under 0.1%	Added	+2,912	15 May 2026 (the filing on sec.gov)
Soros Fund Management LLC	88,357	$388k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	81,300	$356k	under 0.1%	Held	0	18 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	73,223	$321k	under 0.1%	Added	+2,164	15 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	61,015	$268k	under 0.1%	Trimmed	-61,847	14 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	32,656	$143k	under 0.1%	Trimmed	-95,014	15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	18,222	$80k	under 0.1%	Trimmed	-217,297	15 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Renaissance Technologies LLCexisting position · 11,858,306 shares now+8,289,050
Two Sigma Investments LPexisting position · 11,101,768 shares now+7,640,795
Squarepoint Ops LLCexisting position · 1,057,153 shares now+835,885
Millennium Management LLCexisting position · 3,684,060 shares now+672,397
Susquehanna International Group LLPexisting position · 1,511,091 shares now+262,638

Reductions

Citadel Advisors LLCexisting position · 2,048,183 shares now-4,757,694
Point72 Asset Management LPexisting position · 508,260 shares now-3,803,474
Jane Street Group LLCexisting position · 940,914 shares now-2,862,569
Invesco Ltdexisting position · 1,316,979 shares now-1,288,487
Voloridge Investment Management LLCexisting position · 1,123,791 shares now-955,071

New positions and exits

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

New (2)

Marshall Wace LLP$936k
Soros Fund Management LLC$388k

Exited (4)

Davidson Kempner Capital Management LPwas $20m
Balyasny Asset Management LLCwas $2.5m
Quantbot Technologies LPwas $1.8m
Walleye Capital LLCwas $779k

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