Position in GFS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$216,261
-$253,308 QoQ
Shares Held
4,862
-63.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026VARCOV Co. holds $3,048,479 across 7 Semiconductors names. GFS ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LASR |
Nlight, Inc.
|
15,628 | $891,108 | |
| 2 | INDI |
indie Semiconductor, Inc.
|
210,285 | $677,117 | |
| 3 | CEVA |
Ceva Inc
|
30,552 | $570,711 | |
| 4 | SMTC |
Semtech Corp
|
4,109 | $315,941 | |
| 5 | QCOM |
Qualcomm Inc/De
|
1,724 | $222,016 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
This page
|
4,862 | $216,261 | |
| 7 | NVTS |
Navitas Semiconductor Corp
|
17,711 | $155,325 |
All Filings in GFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,261 | 4,862 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $469,569 | 13,447 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||