Position in GFS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$397,298
-$174,047 QoQ
Shares Held
4,821
-62.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#246
of 439 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in GFS Over Time
Shares Held
Position Value (USD)
Derivatives in GFS
reported options exposure · as of Jun 30, 2026CallValue
$8,241
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Sanctuary Advisors, LLC holds $1,305,025,423 across 38 Semiconductors names. GFS ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,901,046 | $580,470,294 | |
| 2 | AVGO |
Broadcom Inc.
|
729,103 | $275,418,658 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
239,577 | $114,414,787 | |
| 4 | MU |
Micron Technology Inc
|
90,864 | $104,883,406 | |
| 5 | TXN |
Texas Instruments Inc
|
178,646 | $53,249,013 | |
| 6 | INTC |
Intel Corp
|
366,969 | $51,239,881 | |
| 7 | QCOM |
Qualcomm Inc/De
|
184,694 | $34,129,604 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
79,926 | $23,809,156 |
All Filings in GFS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,241 | 100 | Call | Sole | 2026-08-13 | |
| 2026-06-30 | $397,298 | 4,821 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $571,345 | 12,845 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $625,033 | 17,899 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $518,748 | 14,474 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $565,627 | 14,807 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $534,235 | 14,474 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $625,584 | 14,579 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $648,065 | 16,101 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||