Position in MXL
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$41,958,247
+$34,411,509 QoQ
Shares Held
327,722
-24.5% QoQ
Ownership
0.361%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MXL Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Allianz Asset Management GmbH holds $12,320,098,244 across 34 Semiconductors names. MXL ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
30,069,187 | $6,016,543,624 | |
| 2 | MU |
Micron Technology Inc
|
1,414,408 | $1,632,637,007 | |
| 3 | AVGO |
Broadcom Inc.
|
3,730,615 | $1,409,239,814 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,061,906 | $507,134,446 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
819,011 | $475,771,677 | |
| 6 | TXN |
Texas Instruments Inc
|
1,336,647 | $398,414,369 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,688,093 | $311,942,703 | |
| 8 | INTC |
Intel Corp
|
1,453,295 | $202,923,580 |
All Filings in MXL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,958,247 | 327,722 | Shares | Defined | 2026-09-02 | |
| 2026-03-31 | $7,546,738 | 433,970 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10,015,522 | 574,614 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $5,660,706 | 352,034 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $2,201,242 | 154,908 | Shares | Defined | 2025-07-28 | |
| 2024-12-31 | $469,695 | 23,746 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $343,842 | 23,746 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $478,244 | 23,746 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $443,337 | 23,746 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $564,442 | 23,746 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $528,348 | 23,746 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,318,965 | 73,478 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,739,652 | 163,012 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $7,064,723 | 208,092 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,762,550 | 207,313 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $8,108,918 | 238,638 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,917,352 | 255,653 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $22,206,124 | 294,550 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $17,668,930 | 358,760 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $8,740,745 | 205,713 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,282,112 | 213,677 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $12,201,666 | 319,499 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $929,390 | 39,991 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||