Position in GFS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$254,761,614
+$246,126,289 QoQ
Shares Held
3,091,392
+1183.0% QoQ
Ownership
0.563%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#8
of 439 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GFS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026VICTORY CAPITAL MANAGEMENT INC holds $17,577,047,910 across 41 Semiconductors names. GFS ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
34,853,857 | $6,973,908,247 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
4,325,880 | $2,512,946,950 | |
| 3 | AVGO |
Broadcom Inc.
|
5,555,094 | $2,098,436,758 | |
| 4 | MU |
Micron Technology Inc
|
1,090,355 | $1,258,585,872 | |
| 5 | MCHP |
Microchip Technology Inc
|
9,806,001 | $894,307,291 | |
| 6 | QCOM |
Qualcomm Inc/De
|
3,576,365 | $660,876,488 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,065,259 | $508,735,740 | |
| 8 | ADI |
Analog Devices Inc
|
1,230,737 | $488,811,814 |
All Filings in GFS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,761,614 | 3,091,392 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $8,635,325 | 240,941 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,291,997 | 243,246 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,047,711 | 245,129 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,666,696 | 248,583 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,009,893 | 248,693 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $12,701,177 | 251,210 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $13,023,748 | 249,928 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $15,136,122 | 249,771 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $15,314,676 | 263,184 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $13,672,231 | 211,710 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $15,132,825 | 209,654 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $11,064,479 | 205,316 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $4,140,162 | 85,629 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,422,042 | 84,830 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,640,271 | 90,360 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $505,401 | 7,779 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||