Position in GFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$472,950
-$815,235 QoQ
Shares Held
5,739
-80.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#229
of 439 holders
Holding Since
Dec 2024
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, 2026Fieldview Capital Management, LLC holds $6,358,502 across 9 Semiconductors names. GFS ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
1,549 | $1,787,995 | |
| 2 | NVDA |
Nvidia Corp
|
4,210 | $842,378 | |
| 3 | SMTC |
Semtech Corp
|
4,863 | $787,076 | |
| 4 | AVGO |
Broadcom Inc.
|
1,961 | $740,767 | |
| 5 | SLAB |
Silicon Laboratories Inc.
|
3,219 | $703,544 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
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|
5,739 | $472,950 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
1,009 | $383,793 | |
| 8 | LSCC |
Lattice Semiconductor Corp
|
2,486 | $380,258 |
All Filings in GFS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,950 | 5,739 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,288,185 | 28,961 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $281,874 | 8,072 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $208,342 | 5,454 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,352,864 | 63,746 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,884,306 | 43,913 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||