SIT INVESTMENT ASSOCIATES INC
Position in IFNNY — Infineon Technologies AG
CIK 769317
Minneapolis, MN
Position in IFNNY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$117,919
+$373 QoQ
Shares Held
1,255
-51.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 24 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IFNNY Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SIT INVESTMENT ASSOCIATES INC holds $392,501,048 across 10 Semiconductors names. IFNNY ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
819,830 | $164,039,784 | |
| 2 | AVGO |
Broadcom Inc.
|
415,970 | $157,132,667 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
15,491 | $21,414,138 | |
| 4 | MU |
Micron Technology Inc
|
16,182 | $18,678,720 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
20,267 | $9,678,911 | |
| 6 | ADI |
Analog Devices Inc
|
22,011 | $8,742,108 | |
| 7 | TSEM |
Tower Semiconductor Ltd
|
22,654 | $5,904,538 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
17,615 | $4,790,399 |
All Filings in IFNNY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,919 | 1,255 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $117,546 | 2,600 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $114,348 | 2,600 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $101,608 | 2,600 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $110,708 | 2,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $86,112 | 2,600 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $84,318 | 2,600 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $91,312 | 2,600 | Shares | Sole | 2024-11-13 | |
| 2023-09-30 | $143,460 | 4,325 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $178,752 | 4,325 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $146,432 | 3,575 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||