Position in MXL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,235,298
+$55,112,970 QoQ
Shares Held
470,478
+59.7% QoQ
Ownership
0.519%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MXL Over Time
Shares Held
Position Value (USD)
Derivatives in MXL
reported options exposure · as of Dec 31, 2021CallValue
$241,248
CallShares
3,200
PutValue
$211,092
PutShares
2,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $6,965,956,311 across 58 Semiconductors names. MXL ranks #21 (0.9% 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 MXL
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,235,298 | 470,478 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,122,328 | 294,556 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,083,773 | 291,668 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,316,558 | 641,577 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,960,072 | 560,174 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,679,986 | 523,019 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,393,224 | 929,890 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,545,537 | 728,283 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,135,998 | 503,277 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,164,953 | 490,892 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,220,383 | 135,481 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,462,033 | 155,597 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,399,590 | 139,404 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,646,451 | 160,365 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,654,768 | 284,382 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,147,035 | 372,380 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,052,520 | 531,269 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $241,248 | 3,200 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $211,092 | 2,800 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $5,337,612 | 70,800 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $443,250 | 9,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $497,425 | 10,100 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $254,940 | 6,000 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $658,595 | 15,500 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $297,430 | 7,000 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $780,432 | 22,900 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,611,638 | 146,940 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,400,417 | 404,493 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,568,261 | 166,275 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,288,183 | 196,074 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||