Position in ALMU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,283,520
+$1,586,980 QoQ
Shares Held
194,000
-5.8% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#7
of 97 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALMU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Apis Capital Advisors, LLC holds $147,927,992 across 9 Semiconductors names. ALMU ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SIMO |
Silicon Motion Technology CORP
|
178,400 | $59,466,072 | |
| 2 | LASR |
Nlight, Inc.
|
273,200 | $19,020,184 | |
| 3 | ON |
On Semiconductor Corp
|
184,000 | $17,395,360 | |
| 4 | VSH |
Vishay Intertechnology Inc
|
271,000 | $14,574,380 | |
| 5 | SITM |
SITIME Corp
|
17,400 | $12,972,744 | |
| 6 | AOSL |
ALPHA & OMEGA SEMICONDUCTOR Ltd
|
206,280 | $9,763,232 | |
| 7 | WOLF |
Wolfspeed, Inc.
|
116,000 | $5,597,000 | |
| 8 | SMTC |
Semtech Corp
|
30,000 | $4,855,500 |
All Filings in ALMU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,283,520 | 194,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,696,540 | 206,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,468,340 | 202,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,082,074 | 253,545 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,961,540 | 242,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,744,820 | 242,000 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||