Position in MXL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$164,202,699
+$144,978,039 QoQ
Shares Held
1,282,533
+134.9% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#13
of 427 holders
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MXL Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $1,359,267,168 across 13 Semiconductors names. MXL ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
|
857,286 | $414,086,283 | |
| 2 | CRDO |
Credo Technology Group Holding Ltd
|
990,437 | $269,349,342 | |
| 3 | CRUS |
Cirrus Logic, Inc.
|
1,705,024 | $253,247,214 | |
| 4 | MXL |
Maxlinear, Inc
This page
|
1,282,533 | $164,202,699 | |
| 5 | SITM |
SITIME Corp
|
183,771 | $137,012,306 | |
| 6 | VSH |
Vishay Intertechnology Inc
|
1,095,699 | $58,926,692 | |
| 7 | DIOD |
Diodes Inc /Del/
|
443,716 | $48,560,279 | |
| 8 | NVDA |
Nvidia Corp
|
36,885 | $7,380,319 |
All Filings in MXL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,202,699 | 1,282,533 | Shares | Sole | 2026-08-12 | |
| 2023-03-31 | $19,224,660 | 546,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,630,775 | 548,771 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $34,227,089 | 1,049,267 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $33,456,164 | 984,584 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,434,385 | 213,100 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $18,421,018 | 244,343 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $12,065,462 | 244,984 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $10,713,258 | 252,136 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,862,435 | 260,048 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $9,841,677 | 257,703 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||