Position in GFS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$403,789
New position
Shares Held
9,078
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Neo Ivy Capital Management holds $24,099,354 across 13 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
27,208 | $5,444,048 | |
| 2 | MU |
Micron Technology Inc
|
3,944 | $4,552,519 | |
| 3 | INTC |
Intel Corp
|
20,131 | $2,810,891 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
8,904 | $2,652,412 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
4,276 | $2,483,971 | |
| 6 | AVGO |
Broadcom Inc.
|
5,984 | $2,260,456 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
5,174 | $1,407,069 | |
| 8 | POWI |
Power Integrations Inc
|
11,327 | $948,749 |
All Filings in GFS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $403,789 | 9,078 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||