Semiconductors and infrastructure software
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Stanley Druckenmiller / Duquesne | 81 | New buy | 195,955 | $60,650 | 1.8% |
| Daniel Loeb / Third Point | 39 | New buy | 50,000 | $15,475,500 | 0.7% |
| Bridgewater | 49 | Added +57% | 1,835,380 | $568,068,464 | 2.5% |
| George Soros / Soros Fund Mgmt | 30 | Added +52% | 155,107 | $48,007,168 | 0.5% |
| Altimeter Capital Management, LP (auto-surfaced) | 63 | Added +109% | 67,094 | $20,766,265 | 0.4% |
| Bill Nygren / Oakmark (Harris Associates) | 62 | Added +6% | 1,813 | $561,142 | 0.0% |
| Louis Bacon / Moore | 55 | Trimmed -90% | 15,852 | $4,906,353 | 0.1% |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-06-27.