AI Chips Need Testing, and Teradyne (TER) Is Winning. Is the Valuation Too High?
Robots get the headlines at Teradyne (NASDAQ:TER). Chip testers pay the bills. In the second quarter of 2026, the company’s robotics arm brought in $100 million.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 2,416,624 | $1,144,126,620 | +11% | 0.4% |
| 2. | Alkeon Capital Management Panayotis Takis Sparaggis | 2,163,010 | $1,046,550,777 | -23% | 1.41% |
| 3. | Lone Pine Capital Stephen Mandel | 1,493,080 | $722,411,827 | -21% | 4.42% |
| 4. | ARK Investment Management Catherine D. Wood | 644,782 | $311,971,420 | -49% | 2.03% |
| 5. | 621,300 | $300,609,792 | +61% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $106.04 | 13 | $1,413.83 | 14,326 | 2024-03-15 | Filing | |
| $94.07 | 1,000 | $94,070.00 | 4,728 | 2024-02-01 | Filing | |
| $3.36 | 6,688 | $22,462.32 | 36,398 | 2008-12-01 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $402.90 | 167 | $67,284.30 | 6,197 | 2026-10-01 | Filing | |
| $351.11 | 400 | $140,444.00 | 13,841 | 2026-09-17 | Filing | |
| $337.83 | 4,000 | $1,351,320.00 | 108,495 | 2026-09-15 | Filing | |
| $337.83 | 800 | $270,264.00 | 14,241 | 2026-09-15 | Filing | |
| $341.30 | 167 | $56,997.10 | 6,364 | 2026-09-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 487,501 | $188,271,430 | 0.28% | |
| 2. | 106,439 | $42,672,525 | 0.28% | |
| 3. | 76,217 | $30,556,196 | 0.28% | |
| 4. | 57,986 | $23,247,169 | 1.28% | |
| 5. | 44,921 | $18,009,278 | 0.1% |