Position in GFS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,277,197
-$671,116 QoQ
Shares Held
73,678
-28.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
4 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, 2026Qsemble Capital Management, LP holds $21,760,425 across 14 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCOM |
Qualcomm Inc/De
|
15,290 | $2,825,439 | |
| 2 | TXN |
Texas Instruments Inc
|
9,451 | $2,817,059 | |
| 3 | LSCC |
Lattice Semiconductor Corp
|
16,898 | $2,584,718 | |
| 4 | AVGO |
Broadcom Inc.
|
6,307 | $2,382,469 | |
| 5 | MPWR |
Monolithic Power Systems, Inc.
|
1,709 | $2,362,453 | |
| 6 | NVDA |
Nvidia Corp
|
8,510 | $1,702,765 | |
| 7 | MCHP |
Microchip Technology Inc
|
17,956 | $1,637,587 | |
| 8 | VSH |
Vishay Intertechnology Inc
|
29,887 | $1,607,322 |
All Filings in GFS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,277,197 | 73,678 | Shares | Sole | 2026-05-07 | |
| 2025-06-30 | $3,948,313 | 103,359 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $1,925,328 | 44,869 | Shares | Sole | 2025-02-11 | |
| 2023-03-31 | $223,758 | 3,100 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||