2 tracked superinvestors hold STMICROELECTRONICS (STM), worth $817M combined, led by Leopold Aschenbrenner. Smart money is accumulating STM as of the latest 13F filings.
Current price
$52.24
+99.6%
1Y
STMicroelectronics N.V. is a global semiconductor company that designs, develops, manufactures, and markets a broad range of semiconductor products. Its offerings include analog chips, discrete power semiconductors, microcontrollers, and sensors, with a strong presence in the automotive and industrial sectors.
Market cap
$49.6B
P/E
348.44
Div yield
0.7%
Revenue YoY
-10.8%
Analyst target
$77
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$817M
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating STM: 2 funds added or opened versus 0 trimming. 1 opened a brand-new position.
STMICROELECTRONICS (STM) is held by 2 tracked funds worth $817M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Leopold Aschenbrenner at 2.9% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Leopold Aschenbrenner), with 1 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 2.9% | $584M | |
| Added | 4.5% | $232M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own STM?
2 tracked funds hold STMICROELECTRONICS (STM), the largest being Leopold Aschenbrenner (Situational Awareness LP) at 2.9% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling STM?
In the most recent 13F quarter, 2 tracked funds added or opened STM and 0 trimmed it, including 1 brand-new position.
How much STM do tracked funds hold?
Combined disclosed long exposure to STM across tracked superinvestors is $817M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.