Position in GFS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,284,524
-$4,501,745 QoQ
Shares Held
15,587
-88.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#165
of 439 holders
Holding Since
Jun 2022
5 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, 2026Sciencast Management LP holds $12,719,703 across 7 Semiconductors names. GFS ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
14,097 | $4,201,892 | |
| 2 | ON |
On Semiconductor Corp
|
42,077 | $3,977,959 | |
| 3 | ADI |
Analog Devices Inc
|
4,881 | $1,938,586 | |
| 4 | GFS |
GLOBALFOUNDRIES Inc.
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|
15,587 | $1,284,524 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
3,178 | $864,257 | |
| 6 | LSCC |
Lattice Semiconductor Corp
|
1,504 | $230,051 | |
| 7 | VSH |
Vishay Intertechnology Inc
|
4,136 | $222,434 |
All Filings in GFS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,284,524 | 15,587 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,786,269 | 130,087 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,757,244 | 50,322 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $2,590,494 | 67,814 | Shares | Sole | 2025-08-14 | |
| 2022-06-30 | $772,228 | 19,143 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||