Position in AIP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,656,321
+$3,014,155 QoQ
Shares Held
219,311
-52.8% QoQ
Ownership
0.446%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#35
of 210 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in AIP Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $826,594,381 across 27 Semiconductors names. AIP ranks #15 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
820,278 | $309,860,014 | |
| 2 | NVDA |
Nvidia Corp
|
623,601 | $124,776,324 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
167,506 | $79,995,840 | |
| 4 | TXN |
Texas Instruments Inc
|
176,330 | $52,558,683 | |
| 5 | ALGM |
Allegro Microsystems, Inc.
|
537,082 | $37,391,648 | |
| 6 | AMBQ |
Ambiq Micro, Inc.
|
309,096 | $27,293,176 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
52,797 | $20,082,394 | |
| 8 | MU |
Micron Technology Inc
|
17,130 | $19,772,987 |
All Filings in AIP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,656,321 | 219,311 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,642,166 | 464,852 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,950,291 | 512,922 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,166,210 | 511,506 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,674,211 | 700,337 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,992,010 | 577,715 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,237,253 | 710,231 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,534,321 | 716,881 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,418,284 | 721,476 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,211,129 | 711,903 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,348,571 | 568,518 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,556,027 | 392,631 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||