STM
Stmicroelectronics Nv-ny Shs
2 super-investors hold STM worth a combined $329M. The largest position: Stanley Druckenmiller at 3.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 56 — ranked #26 of 724 scored stocks.
Why super-investors own STM
Stanley Druckenmiller is the conviction holder here, with STM representing 3.1% of his portfolio — a meaningful allocation for a manager who runs a concentrated book. He added to the position in 2026Q1, signaling continued confidence rather than a passive hold. Joel Greenblatt also owns the stock, though at just 0.2% of his portfolio his $239M position reads more as a systematic screen result than a high-conviction bet. Cohort interest has been stable at two owners for at least two quarters, with no new entrants or exits this period. Interest is neither rising nor fading materially — Druckenmiller's add is the sole directional signal worth noting.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.2% | 39q | $239M | 6,909,118 |
| 2 | Stanley Druckenmiller | 3.1% | 2q | $90M | 2,612,880 |
Owners of STM also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | ADD | 3.1% | +238% | $90M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 861012102. Not investment advice.