Position in GFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$281,636,587
+$162,683,857 QoQ
Shares Held
3,417,505
+27.8% QoQ
Ownership
0.623%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#6
of 439 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in GFS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $6,965,956,311 across 58 Semiconductors names. GFS ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,284,574 | $1,257,480,411 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
1,515,419 | $880,322,051 | |
| 3 | MU |
Micron Technology Inc
|
535,173 | $617,744,842 | |
| 4 | TXN |
Texas Instruments Inc
|
1,371,840 | $408,904,348 | |
| 5 | ON |
On Semiconductor Corp
|
4,068,560 | $384,641,662 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
This page
|
3,417,505 | $281,636,587 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
190,505 | $263,346,491 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
660,156 | $234,071,512 |
All Filings in GFS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,636,587 | 3,417,505 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $118,952,730 | 2,674,297 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $64,401,803 | 1,844,267 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,556,520 | 657,269 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,328,939 | 34,789 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,799,731 | 48,760 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,290,272 | 216,506 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,592,845 | 288,021 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,533,468 | 742,355 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,009,938 | 249,663 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,730,478 | 111,064 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,386,527 | 315,974 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,268,371 | 128,033 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $722,882 | 10,015 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $6,876,820 | 142,230 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $14,676,814 | 235,130 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $783,213 | 12,055 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||