Position in MX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,101,801
+$5,500,666 QoQ
Shares Held
1,501,438
+162.6% QoQ
Ownership
4.11%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 76 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MX Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $6,965,956,311 across 58 Semiconductors names. MX ranks #43 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,284,574 | $1,257,480,411 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
1,515,419 | $880,322,051 | |
| 3 | MU |
Micron Technology Inc
|
535,173 | $617,744,842 | |
| 4 | TXN |
Texas Instruments Inc
|
1,371,840 | $408,904,348 | |
| 5 | ON |
On Semiconductor Corp
|
4,068,560 | $384,641,662 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
|
3,417,505 | $281,636,587 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
190,505 | $263,346,491 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
660,156 | $234,071,512 |
All Filings in MX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,101,801 | 1,501,438 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,601,135 | 571,834 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $797,293 | 312,664 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $924,304 | 295,305 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,195,942 | 300,488 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,052,920 | 306,974 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,613,784 | 401,439 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,976,115 | 423,151 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,236,776 | 459,297 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,915,488 | 522,489 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,673,012 | 489,735 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,877,910 | 225,982 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,068,346 | 363,895 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,616,356 | 281,935 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,839,958 | 302,445 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,433,651 | 140,005 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,195,136 | 82,253 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,492,855 | 147,419 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,711,389 | 272,360 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,213,476 | 180,939 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,690,214 | 406,128 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $17,830,466 | 716,083 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,422,642 | 549,012 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,764,412 | 420,760 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,015,189 | 583,999 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,414,143 | 399,470 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||