Andrew Wellington added NXPI · NXP Semiconductors N.V.
$299M · now 4.0% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 14
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$265 now
OUR VALUE
$265 today
low $189mid $252high $315
3 models, as of 2026-11-14.
Fairly priced now: inside our value range. The easy part has happened.
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