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 — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 2 | 0 | 0 |
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
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