Position in GFS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$398,287
+$183,316 QoQ
Shares Held
4,833
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#245
of 439 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in GFS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Pallas Capital Advisors LLC holds $144,946,060 across 20 Semiconductors names. GFS ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
323,844 | $64,797,945 | |
| 2 | AVGO |
Broadcom Inc.
|
102,089 | $38,564,119 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
38,202 | $11,379,993 | |
| 4 | MU |
Micron Technology Inc
|
9,634 | $11,120,429 | |
| 5 | INTC |
Intel Corp
|
54,482 | $7,607,321 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
4,635 | $2,692,517 | |
| 7 | TXN |
Texas Instruments Inc
|
6,786 | $2,022,703 | |
| 8 | ADI |
Analog Devices Inc
|
4,112 | $1,633,163 |
All Filings in GFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,287 | 4,833 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $214,971 | 4,833 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||