Position in GFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,043,640
+$508,279 QoQ
Shares Held
12,664
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#179
of 439 holders
Holding Since
Mar 2025
6 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, 2026&PARTNERS holds $1,640,239,495 across 37 Semiconductors names. GFS ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,989,211 | $598,111,228 | |
| 2 | AVGO |
Broadcom Inc.
|
956,184 | $361,198,506 | |
| 3 | MU |
Micron Technology Inc
|
214,598 | $247,708,325 | |
| 4 | ADI |
Analog Devices Inc
|
218,626 | $86,831,688 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
151,689 | $72,442,115 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
121,087 | $70,340,649 | |
| 7 | QCOM |
Qualcomm Inc/De
|
285,912 | $52,833,678 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
123,062 | $36,658,939 |
All Filings in GFS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,043,640 | 12,664 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $535,361 | 12,036 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $383,910 | 10,994 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $353,920 | 9,875 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $310,566 | 8,130 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $261,175 | 7,076 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||