Position in GFS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$0
-$30,691 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 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, 2026NOMURA ASSET MANAGEMENT CO LTD holds $9,860,814,756 across 34 Semiconductors names. GFS ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
21,049,579 | $4,211,810,258 | |
| 2 | AVGO |
Broadcom Inc.
|
5,385,324 | $2,034,306,137 | |
| 3 | MU |
Micron Technology Inc
|
1,213,224 | $1,400,412,327 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
831,728 | $483,159,110 | |
| 5 | ALAB |
Astera Labs, Inc.
|
852,312 | $411,683,741 | |
| 6 | INTC |
Intel Corp
|
2,000,116 | $279,276,195 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,509,027 | $278,853,097 | |
| 8 | ADI |
Analog Devices Inc
|
418,081 | $166,049,228 |
All Filings in GFS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $0 | 0 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $30,691 | 690 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $24,094 | 690 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $718,950 | 20,060 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $789,594 | 20,670 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $745,212 | 20,190 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $831,853 | 19,386 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $835,026 | 20,746 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $870,946 | 17,226 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $892,279 | 17,123 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,027,957 | 16,963 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $874,013 | 15,020 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $786,390 | 12,177 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,246,259 | 17,266 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $1,047,406 | 19,436 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||