Bronte Capital Management’s Universal Display OLED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$889K Sell
10,269
-852
-8% -$78.7K 0.1% 39
2026
Q1
$1.02M Sell
11,121
-532
-5% -$58.8K 0.1% 42
2025
Q4
$1.36M Buy
+11,653
New +$1.51M 0.14% 32

Other funds holding OLED

Bronte Capital Management's OLED Position: Q2 2026 in Review

Bronte Capital Management reduced its Universal Display (OLED) stake by 7.7% in Q2 2026, selling an estimated $78.7K and leaving 10,269 shares worth $889K. The position accounts for 0.1% of the portfolio, ranked #39.

Bronte Capital Management first reported a position in OLED in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.36M in Q4 2025. 442 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Bronte Capital Management held 10,269 shares of Universal Display worth $889K as of Q2 2026.
  • Bronte Capital Management sold 852 Universal Display shares in Q2 2026, an estimated $78.7K.
  • Universal Display made up 0.1% of Bronte Capital Management's portfolio in Q2 2026, its #39 holding.
  • Bronte Capital Management first reported a position in Universal Display in Q4 2025 and has held it in 3 quarters since.
  • Bronte Capital Management's Universal Display position peaked at $1.36M in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Bronte Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.