Position in GFS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,360,821
-$371,804 QoQ
Shares Held
30,594
-38.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 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 Mar 31, 2026AXQ CAPITAL, LP holds $17,372,405 across 15 Semiconductors names. GFS ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SWKS |
Skyworks Solutions, Inc.
|
67,314 | $3,604,664 | |
| 2 | MU |
Micron Technology Inc
|
8,855 | $2,991,573 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
24,396 | $2,416,423 | |
| 4 | INTC |
Intel Corp
|
51,724 | $2,282,580 | |
| 5 | NVDA |
Nvidia Corp
|
10,831 | $1,888,926 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
This page
|
30,594 | $1,360,821 | |
| 7 | ALAB |
Astera Labs, Inc.
|
5,175 | $567,180 | |
| 8 | UMC |
United Microelectronics Corp
|
56,101 | $503,786 |
All Filings in GFS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,360,821 | 30,594 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,732,625 | 49,617 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $329,978 | 9,207 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $934,066 | 24,452 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $394,309 | 10,683 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $626,451 | 15,564 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,518,013 | 30,024 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $509,040 | 8,400 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||