TTMI
Ttm Technologies
5 of the 83 super-investors we track hold TTMI, worth a combined $735M per their latest 13F filings. The largest position: Stephen Mandel at 3.1% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Conviction score: 30 of 100 (how strongly the cohort backs it) — ranked #375 of 742 stocks. Conviction rising: 3 more super-investors hold it than in 2026Q1.
Why super-investors own TTMI
TTMI is held by 5 super-investors in our cohort, with a combined position value of $735M. The highest-conviction owner is Stephen Mandel at 3.1% of their portfolio. Cohort ownership has grown from 2 to 5 over the last four quarters — net interest is rising. This quarter the cohort registered 2 new positions.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 3.1% | — 1q | $512M | 2,738,075 |
| 2 | Joel Greenblatt | 0.1% | 31q | $99M | 528,648 |
| 3 | Daniel Loeb | 2.0% | — 1q | $94M | 505,000 |
| 4 | First Eagle Investment Management | <0.1% | 19q | $29M | 157,414 |
| 5 | Lee Ainslie | <0.1% | — 1q | $590K | 3,156 |
Owners of TTMI also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | NEW | 2.0% | +100% | $94M | Aug 14, 2026 |
| Stephen Mandel | NEW | 3.1% | +100% | $512M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 87305R109. Not investment advice.