Position in GFS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$232,384,491
+$107,236,370 QoQ
Shares Held
2,819,858
+0.2% QoQ
Ownership
0.514%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#10
of 439 holders
Holding Since
Jun 2022
5 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, 2026BESSEMER GROUP INC holds $10,108,561,499 across 41 Semiconductors names. GFS ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
23,947,781 | $4,791,711,495 | |
| 2 | AVGO |
Broadcom Inc.
|
4,625,742 | $1,747,374,036 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,629,884 | $778,383,696 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,191,421 | $692,108,368 | |
| 5 | INTC |
Intel Corp
|
4,070,243 | $568,328,024 | |
| 6 | MU |
Micron Technology Inc
|
403,732 | $466,023,805 | |
| 7 | GFS |
GLOBALFOUNDRIES Inc.
This page
|
2,819,858 | $232,384,491 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
529,062 | $201,239,307 |
All Filings in GFS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,384,491 | 2,819,858 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $125,148,121 | 2,813,582 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $1 | 34 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1 | 34 | Shares | Defined | 2025-11-05 | |
| 2022-06-30 | $2,017 | 50 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||