Position in LAES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$78,907
+$9,346 QoQ
Shares Held
25,050
-5.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#57
of 108 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAES Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026NFSG Corp holds $133,273,091 across 28 Semiconductors names. LAES ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
244,058 | $48,833,565 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
64,995 | $19,361,360 | |
| 3 | AVGO |
Broadcom Inc.
|
48,869 | $18,460,264 | |
| 4 | MU |
Micron Technology Inc
|
13,559 | $15,651,018 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
19,845 | $11,528,158 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
19,214 | $6,812,707 | |
| 7 | INTC |
Intel Corp
|
26,589 | $3,712,622 | |
| 8 | ALAB |
Astera Labs, Inc.
|
5,805 | $2,803,931 |
All Filings in LAES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,907 | 25,050 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $69,561 | 26,550 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $101,493 | 26,850 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||