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What smart money is saying about STMicroelectronics

STMMI.MI

No fund has written a full thesis on STMicroelectronics in our archive, but 2 fund letters report a position in it, most recently DNCA Invest Eurose in September 2026.

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2
Reported positions
2
Bought
0
Sold
2
Letters

Position history

Every position in STMicroelectronics on record in the archive was reported in Q3 2026, across 2 fund letters, with 2 buys (opened or added).

Fund letters reporting a position in STMicroelectronics, by quarter
QuarterLettersBoughtSoldTheses
Q3 20262200

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 2 positions · 2 moves

  • AddedDNCA Invest Eurose
    September 2026
    “reinforcements of ASML, Kingspan, Nokia, Siemens Energy and STMicroelectronics”
    Read the letter
    STMicroelectronics
  • AddedMoneta Long Short
    September 2026
    “UCB (-0.6 pt) and STMicroelectronics (-0.6 pt) also weighed on performance; both stocks consolidated but remain strong convictions, which were reinforced.”
    Read the letter
    STMicroelectronics

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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