TXN
Texas Instruments Inc
13 super-investors hold TXN worth a combined $1.83B. The largest position: Terry Smith at 3.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 43 — ranked #96 of 724 scored stocks.
Why super-investors own TXN
Conviction here is concentrated rather than broad: 13 members of the cohort hold TXN, with Christopher Davis running the largest absolute position at $553M (2.5% of his portfolio) and Terry Smith carrying the highest portfolio weight at 3.8% ($168M). Thomas Gayner ($141M) and Wallace Weitz ($31M) round out a group that skews toward long-duration, quality-oriented managers. Notably, cohort owner count has been essentially flat — oscillating between 2 and 3 — for the prior eight quarters before the current 13-owner read, suggesting the aggregate figure reflects a data-cohort expansion rather than a surge in fresh interest. Activity in 2026Q1 was zero across the board: no new positions, no additions, no trims, no exits — the cohort held its collective ground without a single move.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (13) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 0.9% | 40q | $713M | 3,674,253 |
| 2 | Christopher Davis | 2.5% | 40q | $553M | 2,849,671 |
| 3 | Terry Smith | 3.8% | 9q | $168M | 866,997 |
| 4 | Thomas Gayner | 1.2% | 40q | $141M | 724,000 |
| 5 | Joel Greenblatt | 0.1% | 38q | $71M | 367,515 |
| 6 | Mairs & Power Funds | 0.5% | 29q | $45M | 231,151 |
| 7 | Sarah Ketterer | 0.5% | — 1q | $40M | 206,214 |
| 8 | Wallace Weitz | 2.2% | 40q | $31M | 160,100 |
| 9 | David Katz | 2.5% | 17q | $27M | 138,263 |
| 10 | Torray Funds | 3.5% | 17q | $24M | 121,157 |
| 11 | Bill Nygren | <0.1% | 40q | $9M | 47,510 |
| 12 | Robert Olstein | 0.9% | 36q | $4M | 22,000 |
| 13 | Jensen Investment Management | <0.1% | 32q | $272K | 1,399 |
- 1First Eagle Investment Managementport0.9%val$713M3,674,253 sh·40q held
- 2Christopher Davisport2.5%val$553M2,849,671 sh·40q held
- 3Terry Smithport3.8%val$168M866,997 sh·9q held
- 4Thomas Gaynerport1.2%val$141M724,000 sh·40q held
- 5Joel Greenblattport0.1%val$71M367,515 sh·38q held
- 6Mairs & Power Fundsport0.5%val$45M231,151 sh·29q held
- 7Sarah Kettererport0.5%val$40M206,214 sh·—1q held
- 8Wallace Weitzport2.2%val$31M160,100 sh·40q held
- 9David Katzport2.5%val$27M138,263 sh·17q held
- 10Torray Fundsport3.5%val$24M121,157 sh·17q held
- 11Bill Nygrenport<0.1%val$9M47,510 sh·40q held
- 12Robert Olsteinport0.9%val$4M22,000 sh·36q held
- 13Jensen Investment Managementport<0.1%val$272K1,399 sh·32q held
Owners of TXN also hold
Long US equity 13F-HR filings only. CUSIP 882508104. Not investment advice.