Cambiar Investors Boosts Stake in Texas Instruments

Hedge fund increases holding in semiconductor giant by 33.3% in Q4

Apr. 12, 2026 at 8:36am

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An extreme close-up of complex, interlocking metal gears and machinery, representing the sophisticated technology and manufacturing capabilities of a major semiconductor company.Cambiar Investors' increased stake in Texas Instruments reflects the semiconductor firm's enduring appeal to institutional investors.Dallas Today

Cambiar Investors LLC, a prominent investment management firm, increased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 33.3% in the fourth quarter of 2025, according to a recent 13F filing with the Securities and Exchange Commission (SEC). The fund now owns 315,962 shares of the semiconductor company's stock, making it the 8th largest position in Cambiar's portfolio.

Why it matters

Texas Instruments is a major player in the semiconductor industry, providing a wide range of analog and embedded processing chips used across various end markets. Cambiar Investors' increased stake in the company suggests the hedge fund sees strong growth potential in TXN's business and the broader semiconductor sector.

The details

According to the 13F filing, Cambiar Investors purchased an additional 78,985 shares of Texas Instruments during the fourth quarter, bringing the fund's total holding to 315,962 shares. This represents 2.4% of Cambiar's total portfolio, making TXN the 8th largest position. The increased stake comes as Texas Instruments' stock has seen strong performance, with the share price rising from $139.95 at the 52-week low to a high of $231.32 over the past year.

  • Cambiar Investors increased its stake in Texas Instruments during the fourth quarter of 2025.
  • Texas Instruments' stock price has ranged from a 52-week low of $139.95 to a high of $231.32 over the past year.

The players

Cambiar Investors LLC

A prominent investment management firm that has increased its stake in Texas Instruments Incorporated.

Texas Instruments Incorporated

A global semiconductor company that designs and manufactures analog and embedded processing chips used across various end markets.

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The takeaway

Cambiar Investors' increased stake in Texas Instruments suggests the hedge fund sees strong growth potential in the semiconductor company's business, reflecting the broader optimism around the semiconductor industry's outlook.