Position in AIP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$72,841,072
+$43,782,732 QoQ
Shares Held
1,499,096
-15.2% QoQ
Ownership
3.05%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4
of 210 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIP Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $50,327,771,160 across 47 Semiconductors names. AIP ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
91,271,697 | $18,262,553,844 | |
| 2 | AVGO |
Broadcom Inc.
|
24,690,618 | $9,326,880,943 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
9,093,264 | $5,282,367,983 | |
| 4 | MU |
Micron Technology Inc
|
3,634,769 | $4,195,577,500 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
7,011,592 | $3,348,525,984 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
5,988,099 | $1,783,794,805 | |
| 7 | ADI |
Analog Devices Inc
|
4,245,562 | $1,686,209,853 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
811,974 | $1,122,440,374 |
All Filings in AIP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,841,072 | 1,499,096 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $29,058,340 | 1,767,539 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $27,016,979 | 1,743,031 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $16,577,988 | 1,641,385 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,602,238 | 1,637,171 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $10,325,163 | 1,494,235 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,225,898 | 1,494,200 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $11,513,723 | 1,491,415 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $11,107,590 | 1,479,040 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,826,572 | 1,479,040 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,719,556 | 1,480,400 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $9,637,404 | 1,480,400 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,055,408 | 1,474,400 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,210,486 | 1,468,200 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,620,960 | 1,307,200 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $7,679,079 | 1,153,015 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,438,543 | 1,067,223 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $13,000,000 | 1,000,000 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $21,110,000 | 1,000,000 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||