Position in GFS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,245,874
-$674,327 QoQ
Shares Held
15,118
-65.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#166
of 439 holders
Holding Since
Sep 2022
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, 2026USS Investment Management Ltd holds $2,003,650,633 across 30 Semiconductors names. GFS ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,189,694 | $838,315,872 | |
| 2 | AVGO |
Broadcom Inc.
|
756,791 | $285,877,800 | |
| 3 | MU |
Micron Technology Inc
|
204,848 | $236,453,997 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
291,735 | $169,471,778 | |
| 5 | INTC |
Intel Corp
|
760,454 | $106,182,192 | |
| 6 | TXN |
Texas Instruments Inc
|
176,208 | $52,522,318 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
172,407 | $51,358,321 | |
| 8 | QCOM |
Qualcomm Inc/De
|
225,271 | $41,627,828 |
All Filings in GFS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,245,874 | 15,118 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,920,201 | 43,170 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,223,107 | 35,026 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,154,191 | 32,204 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,244,594 | 32,581 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,187,948 | 32,185 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,384,405 | 32,263 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,438,143 | 60,575 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,046,391 | 60,253 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,986,319 | 57,308 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,876,136 | 47,461 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,761,755 | 47,461 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,900,158 | 44,908 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,241,459 | 44,908 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,674,021 | 49,620 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,399,127 | 49,620 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||