Position in GFS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$386,585
+$100,401 QoQ
Shares Held
4,691
-27.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#247
of 439 holders
Holding Since
Mar 2025
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, 2026Banque Cantonale Vaudoise holds $304,433,155 across 27 Semiconductors names. GFS ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
572,705 | $114,592,543 | |
| 2 | AVGO |
Broadcom Inc.
|
195,945 | $74,018,223 | |
| 3 | MU |
Micron Technology Inc
|
29,030 | $33,509,038 | |
| 4 | INTC |
Intel Corp
|
177,672 | $24,808,341 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
30,995 | $14,802,281 | |
| 6 | TXN |
Texas Instruments Inc
|
41,326 | $12,318,040 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
29,488 | $8,784,180 | |
| 8 | QCOM |
Qualcomm Inc/De
|
32,261 | $5,961,510 |
All Filings in GFS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,585 | 4,691 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $286,184 | 6,434 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $54,545 | 1,562 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $31,575 | 881 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $33,654 | 881 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $32,517 | 881 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||