D1 Capital Partners L.P. 13F: Adds $378M to TXN Stake

D1 Capital Partners Expands Texas Instruments Holding

D1 Capital Partners boosted its position in Texas Instruments Incorporated TXN during the period ended May 15, 2026, according to a Form 13F filed with the Securities and Exchange Commission. The fund grew its stake by 260.8%, picking up an additional 1,267,183 shares to bring its total ownership to 1,753,001 shares. That large addition left the firm with a position valued at approximately $522.5 million based on recent filings.

Inside the Firm's Large Share Addition

Prior to this filing, D1 Capital Partners held 485,818 shares of the semiconductor maker. The addition of more than 1.26 million shares represents a notable expansion of the firm's bet on the company. Because 13F filings are backward-looking snapshots of institutional portfolios from the end of a reporting period, they may not capture the fund's exact current holdings today.

Texas Instruments Stock Trades Above Moving Averages

Texas Instruments shares change hands on the NasdaqGS under the ticker TXN. The stock has experienced wide swings over the past year, moving between a 52-week low of $152.73 and a 52-week high of $334.03. The share price sits well above its 200-day moving average of $253.77 and comfortably ahead of its 50-day moving average of $272.34.

Wall Street Analysts Update Coverage and Targets

Wall Street firms have kept a close eye on the company, frequently adjusting targets and ratings following recent results. On August 17, 2026, Cantor Fitzgerald reiterated its neutral rating on the stock with a $340.00 price target. Earlier in the summer, Rosenblatt maintained a buy rating while raising its price target to $350.00 from $330.00 on July 24, 2026. On July 23, 2026, Bernstein kept a market perform rating with a $290.00 target, while JP Morgan maintained an overweight rating and lifted its target to $340.00. Morgan Stanley maintained an underweight rating with a $255.00 target on July 23, 2026, and TD Cowen kept a buy rating with a $340.00 target. Truist Securities maintained a hold rating with a $300.00 target on July 23, 2026, and Mizuho maintained a neutral rating with a $305.00 target on the same day. Across the wider analyst community, the stock holds a consensus buy recommendation and a mean price target of $324.71 across 31 analyst opinions.

Semiconductor Giant Operations

Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics makers around the globe. The Dallas-based enterprise operates primarily through its analog and embedded processing segments, providing power management tools, signal chain products, microcontrollers, and processors used in industrial, automotive, and personal electronics markets.

What to Watch Ahead for TXN

Investors will look toward the company's next earnings report on October 21, 2026, for further clues on demand across its semiconductor lines. Future SEC filings will also show whether D1 Capital Partners continues to build out its position or shifts direction. These institutional reports remain historical records of past portfolio choices rather than active buy or sell signals.