Position in GFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,944,600
+$3,780,800 QoQ
Shares Held
60,000
+200.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#97
of 439 holders
Holding Since
Dec 2021
9 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, 2026Alight Capital Management LP holds $129,017,170 across 12 Semiconductors names. GFS ranks #10 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
150,000 | $30,013,500 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
50,000 | $23,878,500 | |
| 3 | INTC |
Intel Corp
|
150,000 | $20,944,500 | |
| 4 | TXN |
Texas Instruments Inc
|
30,000 | $8,942,100 | |
| 5 | AVGO |
Broadcom Inc.
|
20,000 | $7,555,000 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
13,000 | $7,551,830 | |
| 7 | STM |
STMicroelectronics N.V.
|
80,000 | $5,991,200 | |
| 8 | MU |
Micron Technology Inc
|
5,000 | $5,771,450 |
All Filings in GFS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,944,600 | 60,000 | Shares | Sole | 2026-08-14 | |
| 2023-09-30 | $1,163,800 | 20,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,291,600 | 20,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,609,000 | 50,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,616,700 | 30,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $967,000 | 20,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $806,800 | 20,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,121,000 | 50,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,248,500 | 50,000 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||