What smart money is saying about STMicroelectronics
STM
No fund has written a full thesis on STMicroelectronics in our archive, but 2 fund letters report a position in it — most recently Artisan Partners Global Discovery Fund in June 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in STMicroelectronics on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- HoldsArtisan Partners Global Discovery FundJune 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.”
Read the letterSTMicroelectronics - New positionArtisan Partners Global Opportunities FundJune 2026
“During the quarter, we initiated positions in GE Aerospace, Corning, STMicroelectronics and Robinhood.”
Read the letterSTMicroelectronics
Read the letters behind these STMicroelectronics positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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