TXN
Texas Instruments Inc
15 of the 83 super-investors we track hold TXN, worth a combined $2.00B per their latest 13F filings. The largest position: Terry Smith at 5.0% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 46 of 100 (how strongly the cohort backs it) — ranked #66 of 742 stocks. The stock is up 8.3x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction rising: 1 more super-investor hold it than in 2026Q1.
Held through it: Christopher Davis (49q straight), Wallace Weitz (49q straight), Jensen Investment Management (30q straight) and 10 more. All multibaggers the cohort held →
Why super-investors own TXN
TXN is held by 15 super-investors in our cohort, with a combined position value of $2.0B. The highest-conviction owner is Terry Smith at 5.0% of their portfolio. Cohort ownership has grown from 12 to 14 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 1 trimmed.
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 (15) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Christopher Davis | 3.1% | 40q | $727M | 2,437,486 |
| 2 | Joel Greenblatt | 0.4% | 38q | $613M | 2,055,598 |
| 3 | Terry Smith | 5.0% | 10q | $226M | 759,134 |
| 4 | Thomas Gayner | 1.6% | 40q | $216M | 724,000 |
| 5 | Mairs & Power Funds | 0.6% | 29q | $65M | 217,453 |
| 6 | Sarah Ketterer | 0.5% | 2q | $50M | 166,496 |
| 7 | David Katz | 2.4% | 18q | $29M | 98,361 |
| 8 | Wallace Weitz | 1.6% | 40q | $23M | 77,900 |
| 9 | Torray Funds | 2.6% | 18q | $20M | 65,895 |
| 10 | First Eagle Investment Management | <0.1% | 40q | $16M | 52,464 |
| 11 | Bill Nygren | <0.1% | 40q | $14M | 46,260 |
| 12 | Robert Olstein | 0.9% | 36q | $4M | 22,000 |
| 13 | Lee Ainslie | <0.1% | 21q | $1M | 3,924 |
| 14 | Jensen Investment Management | <0.1% | 32q | $372K | 1,247 |
| 15 | Glenn Greenberg | <0.1% | 3q | $301K | 1,010 |
- 1Christopher Davisport3.1%val$727M2,437,486 sh·40q held
- 2Joel Greenblattport0.4%val$613M2,055,598 sh·38q held
- 3Terry Smithport5.0%val$226M759,134 sh·10q held
- 4Thomas Gaynerport1.6%val$216M724,000 sh·40q held
- 5Mairs & Power Fundsport0.6%val$65M217,453 sh·29q held
- 6Sarah Kettererport0.5%val$50M166,496 sh·2q held
- 7David Katzport2.4%val$29M98,361 sh·18q held
- 8Wallace Weitzport1.6%val$23M77,900 sh·40q held
- 9Torray Fundsport2.6%val$20M65,895 sh·18q held
- 10First Eagle Investment Managementport<0.1%val$16M52,464 sh·40q held
- 11Bill Nygrenport<0.1%val$14M46,260 sh·40q held
- 12Robert Olsteinport0.9%val$4M22,000 sh·36q held
- 13Lee Ainslieport<0.1%val$1M3,924 sh·21q held
- 14Jensen Investment Managementport<0.1%val$372K1,247 sh·32q held
- 15Glenn Greenbergport<0.1%val$301K1,010 sh·3q held
Owners of TXN also hold
Congress is trading TXN
Congress tracker →- Thomas H. Kean Jrbought$1,001 - $15,000 · 2026-04-14
- Kevin Hernsold$500,001 - $1,000,000 · 2026-03-18
- Julie Johnsonsold$1,001 - $15,000 · 2025-12-18
- Thomas H. Kean Jrbought$1,001 - $15,000 · 2025-11-26
- Julie Johnsonsold$1,001 - $15,000 · 2025-11-13
- Jared Moskowitzsold$1,001 - $15,000 · 2025-10-10
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Glenn Greenberg | NEW | <0.1% | +100% | $301K | Aug 14, 2026 |
| Wallace Weitz | TRIM | 1.6% | -51% | $23M | Aug 12, 2026 |
Long US equity 13F-HR filings only. CUSIP 882508104. Not investment advice.