Position in GFS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,412,507
+$1,361,978 QoQ
Shares Held
17,140
+1408.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#158
of 439 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in GFS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Arax Advisory Partners holds $689,260,089 across 63 Semiconductors names. GFS ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,492,942 | $298,722,764 | |
| 2 | AVGO |
Broadcom Inc.
|
245,487 | $92,732,714 | |
| 3 | MU |
Micron Technology Inc
|
61,796 | $71,330,504 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
85,318 | $49,562,079 | |
| 5 | INTC |
Intel Corp
|
270,605 | $37,784,576 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
116,222 | $34,621,371 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
59,468 | $28,400,132 | |
| 8 | QCOM |
Qualcomm Inc/De
|
135,115 | $24,967,900 |
All Filings in GFS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,412,507 | 17,140 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $50,529 | 1,136 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,361 | 354 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $459,217 | 12,813 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,404 | 220 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,120 | 220 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,505 | 105 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,025 | 100 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,308 | 105 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,211 | 100 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,060 | 100 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,819 | 100 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,458 | 100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,218 | 100 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,389 | 100 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $4,835 | 100 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,034 | 100 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $6,242 | 100 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,497 | 100 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||