Position in GFS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$412
-$7,801 QoQ
Shares Held
5
-97.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#429
of 439 holders
Holding Since
Jun 2022
13 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, 2026Truvestments Capital LLC holds $109,856,081 across 36 Semiconductors names. GFS ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
176,437 | $35,303,279 | |
| 2 | AVGO |
Broadcom Inc.
|
52,990 | $20,016,972 | |
| 3 | QCOM |
Qualcomm Inc/De
|
45,445 | $8,397,781 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
27,568 | $8,212,231 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
25,352 | $6,894,476 | |
| 6 | TXN |
Texas Instruments Inc
|
21,742 | $6,480,637 | |
| 7 | MU |
Micron Technology Inc
|
5,473 | $6,317,429 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
10,418 | $6,051,920 |
All Filings in GFS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412 | 5 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $8,213 | 215 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,935 | 215 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $58,271 | 1,358 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $65,688 | 1,632 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $110,264 | 2,116 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $331,239 | 5,466 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $238,229 | 4,094 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $209,755 | 3,248 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $186,296 | 2,581 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $84,499 | 1,568 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,652 | 241 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,552 | 212 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||