Among active 13F managers last quarter, 3 added and 1 reduced; the largest holder to move was Citadel Advisors LLC (+130%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
8 tracked 13F filers disclose a position in LEDS as of the latest SEC 13F filings, a combined $204K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies LLC | 62K | $77K | ▲+5.1% Added · +3K sh | Q1 2026 | |
| 2 | Citadel Advisors LLC | 50K | $84K | ▲+130% Added · +28K sh | Q2 2026 | |
| 3 | Susquehanna International Group, LLP | 21K | $26K | ▲+5.6% Added · +1K sh | Q1 2026 | |
| 4 | XTX Topco Ltd | 14K | $17K | ▼−4.7% Reduced · −667 sh | Q1 2026 | |
| 5 | SHP Wealth Management | 45 | $75 | —Held | Q2 2026 | |
| 6 | UBS Group AG | 38 | $48 | ▼−96% Reduced · −820 sh | Q1 2026 | |
| 7 | SBI Securities Co., Ltd. | 5 | $8 | —Held | Q2 2026 | |
| 8 | Caitong International Asset Management Co., Ltd | 3 | $5 | ▲+200% Added · +2 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds added to an existing position in LEDS, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 5 funds | $3.3B |
| Apple IncAAPL | 5 funds | $3.1B |
| Micron Technology IncMU | 5 funds | $1.6B |
| Alphabet Inc-CL AGOOGL | 5 funds | $1.3B |
| Eli Lilly & CoLLY | 5 funds | $1.2B |
| Advanced Micro DevicesAMD | 5 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 5 funds | $1.0B |
| Chevron CorpCVX | 5 funds | $1.0B |
| Intel CorpINTC | 5 funds | $980.7M |
| JPMorgan Chase & CoJPM | 5 funds | $935.6M |
| Abbott LaboratoriesABT | 5 funds | $921.9M |
| Seagate Technology HoldingsSTX | 5 funds | $871.0M |
Ranked by how many of LEDS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LEDS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 9, 2021 | Lee Hsin-Liang Christopher | CFO | Sell (S) | 12K | $58K |
| Nov 25, 2019 | J.R. Simplot Co | 10% Owner | Buy (P) | 500K | $1.5M |
| Nov 25, 2019 | Simplot Scott R. | Director, 10% Owner | Buy (P) | 500K | $1.5M |
| Jan 26, 2015 | Tuttle Mark Ewing | GM of SemiLEDs Optoelectronics | Sell (S) | 12K | $16K |
| May 8, 2014 | Doan Trung T | Chairman and CEO, Director, 10% Owner | Buy (P) | 20K | $20K |
| Apr 17, 2014 | Tuttle Mark Ewing | GM of SemiLEDs Optoelectronics | Buy (P) 3 lots, same day | 12K | $13K |
| Jan 16, 2013 | Tran Anh Chuong | 10% Owner | Sell (S) | 34K | $23K |
| Jan 15, 2013 | Tran Anh Chuong | 10% Owner | Sell (S) | 13K | $9K |
| Jan 14, 2013 | Tran Anh Chuong | 10% Owner | Sell (S) | 100K | $73K |
| Jan 11, 2013 | Tran Anh Chuong | 10% Owner | Sell (S) | 54K | $42K |
| Jan 10, 2013 | Tran Anh Chuong | 10% Owner | Sell (S) | 34K | $26K |
| Jan 9, 2013 | Tran Anh Chuong | 10% Owner | Sell (S) | 100K | $77K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 4 | 2 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for LEDS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LEDS/capital-change-brief"
Use Arkolith's capital_change_brief for LEDS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LEDS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.