Farese Michael J.Director
Sell $41.2K of disclosed value in QuickLogic Corporation $QUIK.
Sell
Semiconductors & Accelerators
- Last updated
- Jul 20, 2026
- Based on
- 383 actions
- Gurus considered
- 250
- Stocks covered
- 101
Logic, memory, analog, chip equipment, and AI accelerators. This page tracks 383 investor, Congress, and insider actions tied to Semiconductors & Accelerators within AI & Compute Infrastructure, connecting the industry classification with the people and institutions currently showing activity. It gives context from 250 gurus across 101 stocks, so the feed can be read as an industry-level signal rather than a loose list of single-stock events.
Semiconductors & Accelerators Smart Money Notes
John W. Rogers Jr.Ariel Investments
Add transactions in Intel Corp $INTC and Taiwan Semiconductor Manufacturing Company Limited $TSM.
Add
Moll Laurent RCOO
Sell $95.7K of disclosed value in Arteris, Inc. $AIP.
Sell
Jim SimonsRenaissance Technologies
Add transactions in NVIDIA Corporation $NVDA and SANDISK CORP $SNDK.
Add
Hawkins Nicholas B.VP, CFO
Sell $26.7K of disclosed value in Arteris, Inc. $AIP.
Sell
Philippe LaffontCoatue Management
Trim $1.1B of disclosed value in NVIDIA Corporation $NVDA.
Trim
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George SorosSoros Fund Management
Add $303.2M of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.
Add
Azar Samak LCLO
Sell $24.4K of disclosed value in GLOBALFOUNDRIES Inc. $GFS.
Sell
Duan YongpingH&H International Investment
Trim $51.1M of disclosed value in Taiwan Semiconductor Manufacturing Company Limited $TSM.
Trim
Aoki IchiroDirector, President
Sell $22.8K of disclosed value in indie Semiconductor, Inc. $INDI.
Sell
Mii Yuh-JierEVP, Co-COO
Buy $5.2K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.
Buy
Baillie Gifford
Exit $-28.4M of disclosed value in SkyWater Technology, Inc. $SKYT.
Exit
Chin Yung-PeiEVP, Co-COO
Buy $5.3K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.
Buy
Sands Capital
Add $845.1M of disclosed value in ASML Holding NV $ASML.
Add
Wei Che-ChiaDirector, Chair, CEO
Buy $11.2K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.
Buy
Ken FisherFisher Asset Management
Trim $15.4B of disclosed value in NVIDIA Corporation $NVDA.
Trim
Andreas HalvorsenViking Global
Add $1.5B of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.
Add
Jefferies Group
Exit $-10.7M of disclosed value in Wolfspeed, Inc. $WOLF.
Exit
Chin Yung-PeiEVP, Co-COO
Buy $5.4K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.
Buy
Howard MarksOaktree Capital
Add $8.0M of disclosed value in Magnachip Semiconductor Corporation $MX.
Add
Wei Che-ChiaDirector, Chair, CEO
Buy $11.4K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.
Buy
Duan YongpingH&H International Investment
Exit $-10.6M of disclosed value in ASML Holding NV $ASML.
Exit
Mii Yuh-JierEVP, Co-COO
Buy $5.5K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.
Buy
Showing 361-383 of 383