Semiconductor News & Analysis Feed

Zevenbergen Capital Investments LLC reduced its Qualcomm stake by 7.6% in Q2, selling 9,535 shares and retaining 115,977 shares valued at approximately $21.4 million. While Qualcomm reported quarterly revenue of $9.95 billion, exceeding estimates, its EPS of $2.21 narrowly missed expectations and re

In August 2026, Zevenbergen Capital Investments LLC increased its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 60.9%, purchasing an additional 41,115 shares, bringing the total holding value to approximately $51.9 million. This move underscores market confidence in TSMC's growth ami

Micron Technology has shown strong market activity despite a reduction in holdings by Credit Capital Investments LLC, which sold 4.9% of its stake in the second quarter. Although the fund reduced its position to 58,550 shares valued at $67.58 million, Micron remains the largest holding in the fund's