Semiconductor News & Analysis Feed
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2026-08-30
In August 2026, Westwind Capital reduced its NVIDIA stake by 11.1%, selling 11,085 shares and retaining 89,123 shares, valued at approximately $17.8 million. Despite this reduction, NVIDIA remains the fund's seventh-largest holding, accounting for 4.2% of its portfolio. Meanwhile, several other inst
2026-08-28
aws.amazon.com
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www.marketbeat.com
2026-08-16
In the second quarter of 2026, Tran Capital Management L.P. reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 2%, selling 1,379 shares and retaining 68,614 shares valued at approximately $32.8 million, representing 3.8% of the firm’s portfolio. While this reduction signals so