Position in LSCC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,954,575
+$1,176,932 QoQ
Shares Held
19,316
-20.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#212
of 603 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LSCC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Edgestream Partners, L.P. holds $98,607,440 across 20 Semiconductors names. LSCC ranks #12 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
150,949 | $30,203,385 | |
| 2 | MU |
Micron Technology Inc
|
8,785 | $10,140,437 | |
| 3 | INTC |
Intel Corp
|
61,472 | $8,583,335 | |
| 4 | ALGM |
Allegro Microsystems, Inc.
|
92,188 | $6,418,128 | |
| 5 | CRUS |
Cirrus Logic, Inc.
|
41,993 | $6,237,220 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
8,762 | $5,089,933 | |
| 7 | DIOD |
Diodes Inc /Del/
|
41,879 | $4,583,237 | |
| 8 | MCHP |
Microchip Technology Inc
|
45,504 | $4,149,964 |
All Filings in LSCC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,954,575 | 19,316 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $1,777,643 | 24,245 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,801,624 | 77,600 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,795,765 | 91,435 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,171,337 | 38,329 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,775,399 | 71,140 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $2,748,376 | 35,132 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $2,265,200 | 26,361 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,237,182 | 23,287 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,152,741 | 33,013 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,325,545 | 82,083 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,758,058 | 137,331 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,504,895 | 113,503 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,265,165 | 86,385 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,489,707 | 123,147 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,411,398 | 83,703 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,494,845 | 62,208 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||