Curated gurus reporting this holding
A curated subset of well-known investors — not the full institutional ownership.
- Third Point40,000주2026-03-31
VanEck Semiconductor ETF
SMH-US · Nasdaq$569.70-1.04%
2026-08-05 close · prelimLoading chart…
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1 guru reporting 13F holdings — Daniel LoebAI Insight
Why these signals fired — only backtest-proven edge, told honestly
Strong-buy signal — the real recordrecord · not a prediction
Not this one stock, but every strong-buy pick we actually published (US market). When this stock flashes the signal, it is treated by the same rule.(as of 2026-07-09)
Last 30 sessions
1,791 picks
Next-day win rate
56.3%
Avg next-day
+0.16%
vs market
+0.14%p
Beat the market on 53% of picks (each pick vs its own day’s market average).
Recent publish days (next-day win rate)
07-08 30%07-07 66.7%07-06 40%07-02 50%07-01 16.7%06-30 75%06-27 43.4%06-26 57.7%06-25 76.9%06-24 62.8%06-23 35.9%06-21 68%
This stock has not flashed this signal recently — the record above is the signal’s own, not this stock’s.
Entry is the latest close at publish time; next-day is the following close. “Market” is the equal-weighted average of every stock in the same market that day; delisted names are excluded from both. Fees, taxes and slippage are not included. An observed record over a short window, not a pre-registered backtest. Not investment advice.
Financials at a glance
VanEck Semiconductor ETF's latest results and balance sheet. The bars track the last three periods.
Who held it · filings
Filed recordA historical record from curated-guru 13F filings and DART 5%+ major-holding disclosures.
US 13F는 분기 공시이며 최대 45일 뒤 제출될 수 있습니다.
Other stocks held by the same investors
A filing-based shared-holder record, not investment advice.
- Amazon ComUSAMZN-US →
Shared holders: Third Point
- APi GroupUSAPG-US →
Shared holders: Third Point
- ASML Holding NV ADRUSASML-US →
Shared holders: Third Point
- Aurora Innovation Class AUSAUR-US →
Shared holders: Third Point
- BroadcomUSAVGO-US →
Shared holders: Third Point
- Capital One FinancialUSCOF-US →
Shared holders: Third Point
- Carpenter TechnologyUSCRS-US →
Shared holders: Third Point
- DanaherUSDHR-US →
Shared holders: Third Point
Connections
AI-extracted related companies · for reference
Customers
Same theme
Semiconductor Equipment & Materials
📦 ETFs holding this stock
by weight · top-10 constituents basisPassive money holding this stock ≈ $2M(lower bound — top-10 basis, not a forecast)
Factual holdings info from daily disclosures — not a recommendation.
Look up another stock →Recent filings
Filings for overseas stocks are on the way. For now we cover Korean stocks only.
Signal history (last ~2 years)
Every occurrence on this stock, with the return 20 trading days later. Small sample — a record, not a prediction.
52-week high breakout×7
26-06-22-12.7%26-06-18-15.3%26-06-15-8.7%26-06-03-7.2%26-06-02-1.9%26-06-01+7.9%26-05-27+6.9%
New MA alignment×2
26-06-29-16.2%26-06-12-3.2%
“·” = fewer than 20 trading days since the event. Cup-and-handle entries are days our board actually showed the badge (archive grows daily since 2026-05-12); others are recomputed from price data.
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