Position in INTC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$195,595,379
+$175,168,926 QoQ
Shares Held
1,400,812
+202.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#9
of 1,179 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026LBP AM SA holds $1,949,145,231 across 15 Semiconductors names. INTC ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,096,627 | $619,604,095 | |
| 2 | AVGO |
Broadcom Inc.
|
650,117 | $245,581,696 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
417,746 | $242,672,828 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
463,710 | $221,453,984 | |
| 5 | INTC |
Intel Corp
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|
1,400,812 | $195,595,379 | |
| 6 | MU |
Micron Technology Inc
|
128,696 | $148,552,505 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
339,453 | $101,119,653 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
102,949 | $36,502,626 |
All Filings in INTC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,595,379 | 1,400,812 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $20,426,453 | 462,870 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $28,212,190 | 764,558 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $23,529,453 | 701,325 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $16,459,811 | 734,813 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $16,386,741 | 721,565 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $12,584,843 | 627,673 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $609,960 | 26,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,995,606 | 193,594 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,413,536 | 167,841 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $15,218,162 | 302,849 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,951,291 | 364,312 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,651,342 | 318,521 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,468,942 | 289,836 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,009,505 | 303,046 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||