Position in GFS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$22,250
New position
Shares Held
270
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#355
of 441 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Davis Capital Management holds $3,108,496 across 24 Semiconductors names. GFS ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCOM |
Qualcomm Inc/De
|
7,483 | $1,382,783 | |
| 2 | NVDA |
Nvidia Corp
|
4,917 | $983,842 | |
| 3 | AVGO |
Broadcom Inc.
|
1,216 | $459,344 | |
| 4 | MU |
Micron Technology Inc
|
61 | $70,411 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
109 | $63,319 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
123 | $36,640 | |
| 7 | INTC |
Intel Corp
|
237 | $33,092 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
58 | $27,699 |
All Filings in GFS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,250 | 270 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||