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. | Point72 Asset Management Steve Cohen | 1,969,464 | $129,433,174 | +42% | 0.17% |
| 2. | Royce & Associates Chuck Royce | 587,147 | $38,587,301 | -38% | 0.38% |
| 3. | AQR Capital Management Cliff Asness | 432,492 | $28,423,341 | -2% | 0.01% |
| 4. | Millennium Management Israel Englander | 367,745 | $24,168,201 | +506% | 0.01% |
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 339,203 | $22,292,421 | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.51 | 1,000 | $47,510.00 | 92,072 | 2024-05-06 | Filing | |
| $51.50 | 2,000 | $103,000.00 | 79,915 | 2022-02-11 | Filing | |
| $43.31 | 2,310 | $100,046.10 | 71,904 | 2021-02-09 | Filing | |
| $19.66 | 5,000 | $98,275.00 | 74,229 | 2020-03-13 | Filing | |
| $19.37 | 10,000 | $193,688.00 | 64,690 | 2019-05-20 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $102.98 | 1,500 | $154,463.10 | 21,214 | 2026-05-11 | Filing | |
| $72.20 | 9,364 | $676,033.98 | 17,694 | 2026-02-25 | Filing | |
| $71.98 | 19,143 | $1,377,974.40 | 78,522 | 2026-02-13 | Filing | |
| $73.28 | 7,098 | $520,115.89 | 22,987 | 2026-02-10 | Filing | |
| $71.54 | 1,000 | $71,540.10 | 22,714 | 2026-02-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,707,901 | $572,283,259 | 0.01% | |
| 2. | 2,487,256 | $163,462,464 | 0% | |
| 3. | 2,019,526 | $133,138,386 | 0% | |
| 4. | 1,744,923 | $114,676,340 | 0.03% | |
| 5. | 1,559,155 | $102,467,667 | 0.09% |