TER

Teradyne Inc

2 super-investor ownerscombined $659Mlargest position 4.4%

1 NEW

2 super-investors hold TER worth a combined $659M. The largest position: Stephen Mandel at 4.4% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 37 — ranked #171 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.

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Why super-investors own TER

The dominant fact here is Stephen Mandel's new position, initiated in 2026Q1 at 4.4% of his portfolio — a $555M stake that represents a high-conviction entry rather than a casual toe-dip. That move accounts for nearly all of the cohort's $659M combined exposure, with Joel Greenblatt holding a minor $104M position at just 0.1% of his book. Cohort interest in TER was effectively zero for the prior seven quarters, making Mandel's initiation the singular event driving any attention here. With only two owners and no additions or trims from existing holders, the signal is narrow: one concentrated new bet from a single manager, and broader super-investor interest in the name remains sparse.

AI-synthesized from 13F filings. Not investment advice.