DAVIDSON INVESTMENT ADVISORS
Position in IFNNY — Infineon Technologies AG
CIK 1140771
GREAT FALLS, MT
Position in IFNNY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,722,997
New position
Shares Held
114,123
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2
of 24 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, 2026DAVIDSON INVESTMENT ADVISORS holds $288,147,476 across 7 Semiconductors names. IFNNY ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
200,103 | $95,563,189 | |
| 2 | NVDA |
Nvidia Corp
|
388,989 | $77,832,809 | |
| 3 | AVGO |
Broadcom Inc.
|
128,579 | $48,570,717 | |
| 4 | ADI |
Analog Devices Inc
|
83,377 | $33,114,843 | |
| 5 | QCOM |
Qualcomm Inc/De
|
119,319 | $22,048,958 | |
| 6 | IFNNY |
Infineon Technologies AG
This page
|
114,123 | $10,722,997 | |
| 7 | SLAB |
Silicon Laboratories Inc.
|
1,345 | $293,963 |
All Filings in IFNNY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,722,997 | 114,123 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||