Position in GFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$99,922,866
+$52,427,879 QoQ
Shares Held
1,212,509
+13.6% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#21
of 439 holders
Holding Since
Mar 2022
6 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, 2026Qube Research & Technologies Ltd holds $6,366,667,988 across 40 Semiconductors names. GFS ranks #20 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
754,752 | $871,202,686 | |
| 2 | NVDA |
Nvidia Corp
|
3,388,022 | $677,909,321 | |
| 3 | INTC |
Intel Corp
|
4,741,620 | $662,072,400 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,087,155 | $631,539,211 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
1,342,314 | $365,042,292 | |
| 6 | QCOM |
Qualcomm Inc/De
|
1,896,843 | $350,517,617 | |
| 7 | TXN |
Texas Instruments Inc
|
1,158,186 | $345,220,501 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
790,678 | $300,750,190 |
All Filings in GFS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,922,866 | 1,212,509 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $47,494,987 | 1,067,783 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,272,663 | 65,082 | Shares | Sole | 2026-02-17 | |
| 2022-09-30 | $613,609 | 12,691 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,149,118 | 127,643 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,932,460 | 30,959 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||