Position in GFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,205,000
+$1,173,000 QoQ
Shares Held
500,000
-44.4% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#36
of 439 holders
Holding Since
Dec 2021
16 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, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $9,905,400,341 across 21 Semiconductors names. GFS ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
21,940,610 | $4,390,096,654 | |
| 2 | AVGO |
Broadcom Inc.
|
4,196,656 | $1,585,286,804 | |
| 3 | MU |
Micron Technology Inc
|
1,034,103 | $1,193,654,751 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,444,194 | $838,946,736 | |
| 5 | INTC |
Intel Corp
|
4,063,385 | $567,370,447 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
745,800 | $222,166,362 | |
| 7 | TXN |
Texas Instruments Inc
|
721,644 | $215,100,427 | |
| 8 | QCOM |
Qualcomm Inc/De
|
910,021 | $168,162,780 |
All Filings in GFS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,205,000 | 500,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $40,032,000 | 900,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,174,000 | 950,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,296,000 | 650,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,617,000 | 435,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,764,000 | 400,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,091,250 | 375,000 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $12,768,662 | 210,704 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $27,681,215 | 475,704 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,315,664 | 190,704 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $17,013,114 | 235,704 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,660,338 | 160,704 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,352,538 | 110,704 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,654,819 | 313,704 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,304,167 | 229,160 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $27,318,455 | 420,478 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||