The Insider Ledger

Weekly intelligence from public SEC filings

Nothing on this site is investment advice. It is an automated research digest of public SEC filings.

semiconductors

What am I looking at?

All tracked filing activity in this sector. Capital committed sums disclosed values of insider purchases, new and increased fund positions, and activist stakes across the full tracked history; new versus follow-on distinguishes first-time from repeated quarterly 13F positions. Weekly commentary comes from the editions that discussed this sector, and stocks are ranked by their current signal score.
$3.0B
Capital committed
5
Active investors
3
New positions
1
Follow-on adds

Weekly commentary

2026-W29 — Two sellers, two names. The NVIDIA director's ~$186M discretionary trust sale dominates the dollar figure; AMD's CTO sale was a small scheduled disposal. No accumulation, no activist filings, no 13F adds in chips this week.

Stocks

Active investors