12 High Growth Semiconductor Stocks to Buy
On January 15, Aaron Rakers, senior equity analyst at Wells Fargo, appeared on a CNBC Television interview to discuss his outlook for the semiconductor sector in 2026.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Whale Rock Capital Management Alex Sacerdote | 698,539 | $246,716,989 | +46% | 3.15% |
| 2. | Driehaus Capital Richard Driehaus | 412,873 | $145,822,615 | -29% | 0.99% |
| 3. | Hood River Capital Management David Swank | 268,149 | $94,707,545 | -43% | 1.04% |
| 4. | BAMCO Inc. Ron Baron | 116,493 | $41,144,163 | -35% | 0.11% |
| 5. | Styrax Capital Soly Vahabzadeh | 90,108 | $31,825,245 | 2.44% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $273.03 | 400 | $109,212.00 | 2,893 | 2021-12-06 | Filing | |
| $13.00 | 7,692 | $99,996.00 | 7,692 | 2019-11-25 | Filing | |
| $13.00 | 50,000 | $650,000.00 | 50,000 | 2019-11-25 | Filing | |
| $13.00 | 2,307 | $29,991.00 | 2,307 | 2019-11-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $375.00 | 1,249 | $468,375.00 | 87,916 | 2026-03-25 | Filing | |
| $425.00 | 500 | $212,500.00 | 21,508 | 2026-03-02 | Filing | |
| $440.00 | 1 | $440.00 | 22,008 | 2026-03-02 | Filing | |
| $406.48 | 3,933 | $1,598,685.84 | 80,274 | 2026-02-24 | Filing | |
| $411.35 | 193 | $79,390.55 | 84,207 | 2026-02-23 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,377,862 | $1,193,026,990 | 0.02% | |
| 2. | 3,348,224 | $1,182,559,268 | 0.06% | |
| 3. | 2,825,402 | $997,903,732 | 0.01% | |
| 4. | 918,157 | $324,283,871 | 0.01% | |
| 5. | 831,223 | $293,579,650 | 0.05% |