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Beaconlight Capital’s STMicroelectronics STM Stock Holding History

Beaconlight Capital’s Portfolio STM Stock Details STM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1M Sell
41,332
-343,145
-89% -$20.6M 1.09% 25
2026
Q1 		$13.3M Buy
+384,477
New +$12M 7% 3
2025
Q4 		– Sell
-261,232
Closed -$7.38M – 30
2025
Q3 		$7.38M Buy
+261,232
New +$7.3M 3.64% 10

Other funds holding STM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Beaconlight Capital's STM Position: Q2 2026 in Review

Beaconlight Capital reduced its STMicroelectronics (STM) stake by 89% in Q2 2026, selling an estimated $20.6M and leaving 41,332 shares worth $3.1M. The position accounts for 1.09% of the portfolio, ranked #25.

Beaconlight Capital first reported a position in STM in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.3M in Q1 2026. 606 funds tracked by Wall St. Rank hold STM as of Q2 2026.

  • Beaconlight Capital held 41,332 shares of STMicroelectronics worth $3.1M as of Q2 2026.
  • Beaconlight Capital sold 343,145 STMicroelectronics shares in Q2 2026, an estimated $20.6M.
  • STMicroelectronics made up 1.09% of Beaconlight Capital's portfolio in Q2 2026, its #25 holding.
  • Beaconlight Capital first reported a position in STMicroelectronics in Q3 2025 and has held it in 3 quarters since.
  • Beaconlight Capital's STMicroelectronics position peaked at $13.3M in Q1 2026.
  • 606 funds tracked by Wall St. Rank held STMicroelectronics as of Q2 2026.

Based on Beaconlight Capital's 13F filing for Q2 2026, filed 14 Aug 2026.