TERADYNE, INC

TER

Held by 2 specialist biotech funds

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Fund Holdings

Driehaus Capital Eventide Asset Management

AI Signal

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Position Trend

Feb 13, 2026

$7.5M

1 fund

Feb 17, 2026

$42.8M

1 fund

+471% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 221,054Value: $42.8M

**Signal Note: Driehaus Capital initiates $42.8M position in Teradyne (TER)** This signals conviction in semiconductor test equipment demand, likely driven by AI chip proliferation and advanced packaging requirements for next-gen processors rather than biotech fundamentals. While Driehaus maintains significant biotech exposure, TER's core exposure is capital equipment for semiconductor manufacturers—a cyclical play dependent on continued fab capacity expansion and AI chip design complexity.

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Insider Signals

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Also Held by These Funds

AXON2 funds NVDA2 funds VEEV2 funds VCYT2 funds LBRT2 funds RMBS2 funds UNP2 funds LITE

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**Signal Note: Eventide buys Teradyne (TER)** Eventide's $7.5M position in semiconductor test equipment manufacturer Teradyne signals confidence in biotech capital equipment demand, likely driven by increased genomics/diagnostics infrastructure buildout. This entry contrasts with Eventide's typical direct pharma exposure, suggesting elevated conviction in enabling technologies for biotech manufacturing scaling. Monitor for upcoming guidance revisions and customer concentration data as demand indicators.