7 Best Semiconductor Equipment Stocks to Buy
The semiconductor equipment industry is entering 2026 with a stronger demand backdrop than the broader cyclical slump of 2022-2023 suggested.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 7,912,790 | $1,165,087,112 | +3% | 0.63% |
| 2. | Alkeon Capital Management Panayotis Takis Sparaggis | 5,809,150 | $855,345,055 | -19% | 1.44% |
| 3. | Impax Asset Management Ian Simm | 3,637,890 | $535,647,414 | +72% | 3.73% |
| 4. | Polar Capital Brian Ashford-Russell And Tim Woolley | 2,713,190 | $399,492,809 | -21% | 1.42% |
| 5. | 2,000,000 | $294,482,007 | -50% | 0.49% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $301.03 | 377 | $113,486.43 | 12,017 | 2021-05-11 | Filing | |
| $101.57 | 107 | $10,868.10 | 6,815 | 2018-04-27 | Filing | |
| $107.09 | 204 | $21,845.95 | 6,708 | 2018-02-14 | Filing | |
| $64.44 | 67 | $4,317.21 | 19,610 | 2015-03-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,794.00 | 4,512 | $8,094,528.00 | 75,895 | 2026-05-12 | Filing | |
| $1,879.02 | 297 | $558,068.94 | 1,957 | 2026-05-11 | Filing | |
| $1,874.71 | 550 | $1,031,088.30 | 3,551 | 2026-05-11 | Filing | |
| $1,237.01 | 2,254 | $2,788,220.54 | 32,154 | 2025-12-16 | Filing | |
| $1,203.10 | 10,803 | $12,997,089.30 | 81,211 | 2025-11-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 125,962,070 | $18,546,782,522 | 0.32% | |
| 2. | 85,193,740 | $12,544,011,471 | 0.31% | |
| 3. | 61,535,030 | $9,060,479,352 | 0.31% | |
| 4. | 44,014,870 | $6,480,792,548 | 0.34% | |
| 5. | 40,840,690 | $6,011,503,102 | 0.82% |