Position in INTC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$28,851,840
+$10,994,823 QoQ
Shares Held
653,792
+35.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Atreides Management, LP holds $1,059,510,585 across 8 Semiconductors names. INTC ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
|
3,365,787 | $368,890,255 | |
| 2 | MU |
Micron Technology Inc
|
760,426 | $256,902,319 | |
| 3 | NVDA |
Nvidia Corp
|
1,248,592 | $217,754,444 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
1,091,233 | $102,434,041 | |
| 5 | SMTC |
Semtech Corp
|
541,812 | $41,659,924 | |
| 6 | INTC |
Intel Corp
This page
|
653,792 | $28,851,840 | |
| 7 | AMBQ |
Ambiq Micro, Inc.
|
862,175 | $21,907,866 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
474,593 | $21,109,896 |
All Filings in INTC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,851,840 | 653,792 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $17,857,017 | 483,930 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $87,600,291 | 2,611,037 | Shares | Sole | 2025-11-14 | |
| 2021-12-31 | $214,503,165 | 4,165,110 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $23,180,800 | 362,200 | Shares | Sole | 2021-06-01 | |
| 2020-09-30 | $27,313,950 | 527,500 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $25,427,750 | 425,000 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||