What smart money is saying about STMicro
STM
No fund has written a full thesis on STMicro in our archive, but 3 fund letters report a position in it — most recently Artisan Partners Global Discovery Fund in June 2026.
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3
Reported positions
2
Bought
0
Sold
3
Letters
Position history
Every position in STMicro on record in the archive was reported in Q2 2026, across 3 fund letters, with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 2 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 2 moves
- June 2026
“Areas of particular interest include data center cooling, advanced semiconductor materials, process technologies and high-speed networking. These are reflected in holdings such as Entegris, Modine Manufacturing, MACOM Technology Solutions, Lattice Semiconductor and STMicroelectronics.”
STMicro - New positionArtisan Partners Global Opportunities FundJune 2026
“Portfolio Activity During the quarter, we initiated positions in GE Aerospace, Corning, STMicroelectronics and Robinhood.”
STMicro - June 2026
“We added exposure to hardware and compute through purchases of TSMC and STMicro, which also increased regional exposure to Taiwan and Europe respectively.”
STMicro
Read the letters behind these STMicro positions
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