Position in GFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,776,170
+$8,493,429 QoQ
Shares Held
106,494
+1249.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#80
of 439 holders
Holding Since
Sep 2025
2 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, 2026Voleon Capital Management LP holds $693,546,134 across 24 Semiconductors names. GFS ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,483,374 | $296,808,303 | |
| 2 | MU |
Micron Technology Inc
|
69,460 | $80,176,983 | |
| 3 | AVGO |
Broadcom Inc.
|
192,127 | $72,575,974 | |
| 4 | INTC |
Intel Corp
|
442,176 | $61,741,034 | |
| 5 | ALAB |
Astera Labs, Inc.
|
108,611 | $52,461,285 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
41,290 | $23,985,773 | |
| 7 | SKYT |
SkyWater Technology, LLC
|
655,357 | $22,819,530 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
61,179 | $18,224,612 |
All Filings in GFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,776,170 | 106,494 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $282,741 | 7,889 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||