Position in ASX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,191,969
+$776,904 QoQ
Shares Held
70,744
-36.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#124
of 484 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ASX Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Henshaw Capital LLC holds $287,951,168 across 5 Semiconductors names. ASX ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,034,047 | $206,902,464 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
238,382 | $71,011,613 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
10,144 | $4,844,470 | |
| 4 | ASX |
ASE Technology Holding Co., Ltd.
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|
70,744 | $3,191,969 | |
| 5 | NXPI |
NXP Semiconductors N.V.
|
7,119 | $2,000,652 |
All Filings in ASX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,191,969 | 70,744 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,415,065 | 111,396 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $1,793,475 | 111,396 | Shares | Sole | 2026-05-28 | |
| 2021-06-30 | $385,965 | 47,946 | Shares | Sole | 2026-05-28 | |
| 2021-03-31 | $622,906 | 80,897 | Shares | Sole | 2026-05-28 | |
| 2020-12-31 | $341,330 | 58,447 | Shares | Sole | 2026-05-28 | |
| 2020-09-30 | $277,162 | 67,932 | Shares | Sole | 2026-05-28 | |
| 2020-06-30 | $308,411 | 67,932 | Shares | Sole | 2026-05-28 | |
| 2020-03-31 | $254,065 | 67,932 | Shares | Sole | 2026-05-28 | |
| No filing history on record for this holder in this stock. | ||||||