Position in GFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$765,094
-$564,345 QoQ
Shares Held
9,284
-75.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#195
of 439 holders
Holding Since
Dec 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, 2026TWINBEECH CAPITAL LP holds $28,155,815 across 10 Semiconductors names. GFS ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ON |
On Semiconductor Corp
|
62,779 | $5,935,126 | |
| 2 | ADI |
Analog Devices Inc
|
13,696 | $5,439,640 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
3,934 | $5,438,204 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
10,436 | $3,969,541 | |
| 5 | QCOM |
Qualcomm Inc/De
|
12,393 | $2,290,102 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
13,127 | $1,949,753 | |
| 7 | RMBS |
Rambus Inc
|
14,307 | $1,899,111 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
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|
9,284 | $765,094 |
All Filings in GFS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,094 | 9,284 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,329,439 | 38,071 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $15,461,957 | 384,148 | Shares | Sole | 2024-11-14 | |
| 2023-03-31 | $11,783,457 | 163,251 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,601,485 | 48,274 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||