3 tracked superinvestors hold TERADYNE INC (TER), worth $1.5B combined, led by Stephen Mandel. Smart money is trimming TER as of the latest 13F filings.
Current price
$357.03
+199.8%
1Y
Teradyne, Inc., established in 1960 and headquartered in North Reading, Massachusetts, is a global leader specializing in the creation, production, sale, and maintenance of automated testing solutions. The company's operations are categorized into four principal divisions: 1. Semiconductor Test: This segment delivers solutions for testing microchips at both the wafer and finished device package…
Market cap
$54.1B
P/E
64.09
Div yield
0.1%
Revenue YoY
13.1%
Analyst target
$462
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$1.5B
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
1 buying · 2 selling
Smart money is net reducing TER: 2 funds trimmed versus 1 adding. 1 opened a brand-new position.
TERADYNE INC (TER) is held by 3 tracked funds worth $1.5B combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stephen Mandel at 4.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Brian Berghuis), with 0 adding and 2 trimming — a net reduction signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 4.4% | $722M | |
| New buy | 2% | $454M | |
| Trimmed | 2% | $312M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
2 insiders filed SEC Form 144 for $6M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Smith Gregory Stephen | Officer & Director | 4,000 | $2M | 2026-08-17 |
| Matz Marilyn | Director | 1,200 | $510K | 2026-08-17 |
| Smith Gregory Stephen | Officer & Director | 4,000 | $1M | 2026-07-15 |
| Smith Gregory Stephen | Officer & Director | 4,000 | $2M | 2026-06-15 |
| Matz Marilyn | Director | 1,200 | $508K | 2026-06-15 |
Which superinvestors own TER?
3 tracked funds hold TERADYNE INC (TER), the largest being Stephen Mandel (Lone Pine Capital) at 4.4% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling TER?
In the most recent 13F quarter, 1 tracked fund added or opened TER and 2 trimmed it, including 1 brand-new position.
How much TER do tracked funds hold?
Combined disclosed long exposure to TER across tracked superinvestors is $1.5B 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.