STM Stmicroelectronics N V

held 9 mo · 3 quarters on record STM across all managers

Position over time

Period	Shares	% of portfolio	Activity	Value
Q2 2026	3,102,880	5.34%	Add 18.8%	$232M
Q1 2026	2,612,880	3.07%	Add ×3.4	$90M
Q4 2025	773,555	0.48%	NEW	$20M