TAM
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Telemark Asset Management’s Texas Instruments TXN Stock Holding History

Telemark Asset Management’s Portfolio TXN Stock Details TXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.5M Buy
+80,000
New +$16.2M 1.44% 27
2025
Q1 		– Sell
-25,000
Closed -$4.69M – 61
2024
Q4 		$4.69M Sell
25,000
-45,000
-64% -$8.99M 0.47% 49
2024
Q3 		$14.5M Buy
70,000
+40,000
+133% +$8.04M 1.46% 24
2024
Q2 		$5.84M Buy
+30,000
New +$5.54M 0.51% 52

Other funds holding TXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Telemark Asset Management's TXN Position: Q1 2026 in Review

Telemark Asset Management opened a new position in Texas Instruments (TXN) in Q1 2026: 80,000 shares worth $15.5M. The stake represents 1.44% of the portfolio and ranks #27 among its holdings. This is a return to the name: Telemark Asset Management previously reported a position in TXN as recently as Q4 2024.

Telemark Asset Management first reported a position in TXN in Q2 2024 and has held it in 4 quarters since. 2,442 funds tracked by Wall St. Rank hold TXN as of Q1 2026.

  • Telemark Asset Management held 80,000 shares of Texas Instruments worth $15.5M as of Q1 2026.
  • Texas Instruments was a new Telemark Asset Management position in Q1 2026.
  • Texas Instruments made up 1.44% of Telemark Asset Management's portfolio in Q1 2026, its #27 holding.
  • Telemark Asset Management first reported a position in Texas Instruments in Q2 2024 and has held it in 4 quarters since.
  • 2,442 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2026.

Based on Telemark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.